Telus TPM Documentation
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Deduction reporting:
Deduction Report
Select Deduction Report from the Reporting menu option to view the report.
To run the report, click the Enter key or select the Generate button located at the bottom right of the screen.
The grid will populate with the Deduction and Claim information.
This information can be exported by clicking the Gear icon in the top right hand corner of the screen. Choose export as and pick either CSV or Excel.
Deduction Rolling Counts
Deduction Rebill Report
This report is useful for identifying rebillable deductions for a specific customer. The report can run using the following filters (report can also be run with no filters selected):
Deduction Company Number Deduction Company Name Deduction Parent Company Deduction Date Created Contract Sequence (contract ID#)
The report summary Tab lists the contract number, contract family name, deduction amount requested and amount due back (rebillable amount). Additional TABS are for each contract ID and include the deduction number, deduction company number, deduction company name, deduction invoice number, check number, claim recalculated amount, deduction amount requested, deduction label and claim reason code.
Deduction Rebill Collected Report
The report is useful for identifying collections on rebillable deductions. The report will only populate the rebills collected if that field is filled in by the client on the deduction screen. Note, the rebill $ collected can be populated by the manufacturer by entering the value manually on the deduction automatically via the 1057 Open Deduction CDF data feed.
The report can be run using the following filters (report can also be run with no filters selected):
Check Number Deduction Number Deduction Company Number Claimant Company Name Deduction Invoice Number Aged Days Deduction State Deduction Label Contract Sequence (Contract ID#) Contract Title
The report summary TAB lists the deduction company name, deduction year and total rebill collected.
The report detail TAB includes the deduction number, deduction date created, deduction date closed, deduction state, deduction company number, deduction company name, deduction invoice number, check number, deduction amount requested, deduction amount open, deduction label, claimant invoice number, claimant company name, contract family ID, contract title, contract version ID, rebill dollars collected, rebill sent date, rebill request number, rebate amount requested, rebate amount allowed, rebate recalculated amount, aged days and deduction comment.
