Telus TPM Documentation
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Claim Split
Claim Splitting should be used if there are some products and/or lumpsums on a claim that need to be assigned to a different contract, but some of the products and/or lumpsums on the claim are valid against the current contract.
The Claim Split option is available for users who have Claim Edit rights in the Actions menu.
Select the product(s) - the product(s) checked will be removed from the current claim and added to a new claim.
Select the lumpsum(s) - the lumpsum(s) checked will be removed from the current claim and added to a new claim.
Select the attachment(s) - the attachment checked will remain on the current claim, and be copied to a new claim.
After selecting products, lumpsums and attachments, click the Split button. A confirmation message will display with a count of products, lumpsums and notes that will be moved into another claim for this invoice.
