Telus TPM Documentation
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Invoice and Claim Entry
Invoice Entry
An Invoice can be entered in one of two ways:
The only difference between these two is that the invoice created from the contract claims tab will display the Contract Companies for Claimant selection (instead of just all companies) and if New Claim is selected after the invoice is created, the contract that was used to start the invoice will automatically be linked and the user won't need to search for a contract.
Click New Invoice
The Invoice Edit screen will display.
Enter in all required fields:
The only optional field is the Deduction Number Hint. If there is a known deduction number associated to this invoice, enter that information here. This will help in the deduction auto-matching process.
The Claimant Name is seleted by clicking the Search button.
If the invoice was started from a contract, this will show the Contract Companies in addition to All Companies. If the invoice was started from the invoice search screen, only the All Companies tab will display data.
Select the company row either by highlighting and clicking the Select button, or by double-clicking the company row.
After all the required fields are entered. Click Save. To cancel the invoice created, click Revert.
Claim Entry
Now that the invoice is created, claims can be linked to that invoice. An invoice can have one to many claims associated to it. If the invoice has just been created, click New Claim to add the first claim to the invoice. If the first claim has been created and more claims need to be linked to an invoice, search for the invoice in the invoice search screen and then select the invoice and click New Claim from the Invoice View screen.
Click the New Claim button to add a claim to an invoice.
Note that if the invoice was just created and started from a contract, the contract search will not display. If the invoice was created from the invoice search or if claims have already been linked and additional claims are being added, the contract search will display.
If the contract search opens, add search criteria and click enter on the keyboard or the search button. The default criteria is Claimable = true and End Date greater than or equal to this date last year. That criteria can be removed to view all contracts. Select the contract by either double-clicking the contract row or by highlighting the row and click the Select button.
The Claim Edit screen will display with all the information from the Invoice as well as some claim related information.
