Telus TPM Documentation

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How the whole Deduction Process works.

Your ERP system most likely holds the information on all your open deductions with distributors. If you can send a file of all your open deductions, then the Deduction Module within TELUS can help clear some.

Here's why.

When you as the manufacturer set up deviated programs with operators, the distributor is the one who has to give the operator the case at a lower price they normally would. The distributor wants their money for that “billback” so they deduct it from an invoice you sent them when the distributor buys products.

Those “billbacks” get entered into TELUS so with the Deduction Module you'll be able to see an open deduction and also see what “billback” is involved to close the deduction.

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DEDUCTION REBILL PROCESS

When a claim or portion of a claim is identified as invalid and actioned accordingly, the deduction status automatically moves to “Rebillable.” Our comprehensive TPM tool enables manufacturers to:

• Track repayment requests efficiently
• Store and monitor collected repayment amounts
• Manage the deduction lifecycle within a single platform
• Generate comprehensive reporting for all deduction activities

REBILL PROCESS RESPONSIBILITY

Once the deduction is labeled as rebillable or rebill sent, the responsibility of requesting repayment, tracking the rebill requests and following up is on the Manufacturer to manage.

CRITICAL RECOMMENDATION: ESTABLISH A CONSISTENT WORKFLOW

We strongly recommend that each manufacturer establishes and maintains a regular cadence for managing Rebillable and Rebill Sent deductions. Key considerations include:

• Prevent Aging: Regular follow-up prevents deductions from reaching an uncollectable status due to age
• Optimize Recovery: Timely action maximizes successful repayment collection
• Resource Allocation: Focus most AR team efforts on active repayment requests and tracking through the application

Best Practice Implement a structured schedule for reviewing and following up on rebillable deductions to ensure optimal collection rates and maintain healthy cash flow.

CLIENT DEFINED FIELD SETUP REQUIRED

This setup is quick and easy to do within a matter of minutes.

Important: Administrative access to the Client Defined Field screen is required to complete this process. If you do not have the necessary permissions, please contact your designated Account Manager or internal TPM Super User to request field additions.

Instructions

1. From the Navigation Pane click on AdminClient SetupClient Defined Fields
2. To Add a new record, click the Add button on the bottom right of the screen.
3. Enter in the Client Defined Field Name, Client Defined Field Type, Data Type and check Active and then Click Save.
4. Once all Client Defined fields are saved, the Client Defined fields will be visible in the Deduction screen.

DEDUCTION REBILL LETTER SETUP

The deduction rebill letter can be configured within the application using manufacturer-approved legal verbiage. The system automatically populates the letter with relevant deduction information, claim recalculations, and rejection details, clearly explaining why the deduction is invalid. This automation makes it simple to download and send the letter to the appropriate parties.

The process is efficient and user-friendly—once the letter template is saved, it becomes available for any deduction with a Complete or Rebillable status, ensuring consistent and professional communication across all rebill activities.

Important: Administrative access to the Client Defined Field screen is required to complete this process. If you do not have the necessary permissions, please contact your designated Account Manager or internal TPM Super User to request field additions.

DEDUCTION REPAY LETTER DOWNLOAD