Telus TPM Documentation
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Contract Template Admin - Add
Click on the Contract Template Admin menu option to view, edit and add Templates.
To Add a new Template, click the New button.
This will enable the Active checkbox, Template Description, and Template Code text boxes.
Active - if checked, the template is active and new contracts can be created on this template. If unchecked, the template is inactive and new contracts cannot be created on this template.
Template Description - this is the Template Name displayed on the Contract Header.
Template Code - this is the code associated with the template.
Prior to clicking Save, information will need to be selected on the General tab and the Letters tab.
General Tab
The left side of the general tab does not need to be set up prior to clicking save. This side contains filters for users and companies related to the template. Each of the filter options correspond to one of the tabs on the template. If a Filter's Active box is checked, that means there are restrictions on that field on the template.
The recommendation is to first Save the new template (it can be made inactive during the create/edit process so users do not have access to create contracts) and then Edit the Template to set up the filters. See Contract Template Admin - Edit for additional information on setting up filters.
The right side of the general tab is required in order to save the template. This is where the allowed contract types, rebate types, contract approval policy, etc. are set up. Select the boxes of the items to be allowed on the template.
Contract Types Available - select which Contract Types can be created using this template. One or many options can be selected.
Cost Basis Types Available - select which Cost Basis Types can be selected on contracts created using this template. One or many options can be selected.
Contract Rebate Methods Available - select which Rebate Methods will be available on contracts created using this template. One or many options can be selected. Note that if only Direct is selected, if a contract is created with an operator contractee, no deviated pricing will be available for contracts created on that template.
Rebate Types Available - select Numeric and/or Percent pricing to be available on contracts created using this template.
Rebate Value Types Available - select which rebate value types will be available on contracts created using this template.
Estimated Quantity Required - check the Active box to require estimated volume on all contracts created using this template. If the box is unchecked then entering estimated quantity on a contract is optional.
Contract Approval Policy - select an Approval Policy from the dropdown to apply to contracts created on this template. This allows different approval processes to be set up on different templates.
Contract Value Numeric Decimal Scale - enter a value from 0 - 6 in this textbox. This value determines how many decimal places will be available on contract for either Fixed Rate or Fixed Price values. For example, if 5 is selected a user can enter a contract rate of 1.25654.
Contract Value Percent Decimal Scale - enter a value from 0 - 6 in this textbox. This value determines how many decimal places will be available to enter on a percent on the contract. For example, if 3 is entered, a user can enter a contract percent of 12.375% on the contract.
Letters Tab
Choose the letter(s) which will be available for contracts created on the selected template. A list of all Contractee letters and Distributor Billback letters defined for the client will display for selection. In order to save the template, at least one Contractee letter must be selected.
Once that information is entered, click Save to save the template.
See Contract Template Admin - Edit for information on setting up the Filters on a template.
