Telus TPM Documentation

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Invoice View and Edit

The Invoice View screen can be viewed by clicking the Invoice ID hyperlink from a Claim, the Invoice Search or any of the Claim Search screens.

The Invoice View displays the Invoice information, Action buttons and a Claims grid which lists all claims associated to that Invoice.

The Action buttons allow users with permissions to Edit, Submit, or create a New Claim on the invoice.

Edit: There are certain rules related to the fields which are editable on an Invoice. Click Edit to change the invoice header information.

• No claims or All claims in Draft – ALL fields will be editable on the invoice. If there are claims created, any updates to the start and end date will validate against the claim line date.

• NO claims either Complete or Rejected – the Invoice Number, Date, Deduction Hint, Claimant, Start and End Dates are all editable. The Amount Requested is NOT editable once claims are submitted.

• If one or more claims are Complete or Rejected – the ONLY editable field will be the Deduction Number Hint.

Submit: click Submit to submit all claims associated to the invoice. The total requested for all claims must equal the invoice requested amount to submit. If there is a claim associated to the invoice with a status of Hold, the invoice cannot be submitted until the hold is removed.

New Claim: select New Claim to add a claim to the current invoice. This will open a contract search with default criteria of Claimable = True and Contract End Date greater than or equal to today's date last year. The default criteria can be removed to search for all contracts. Select the contract by either double clicking the contract row of highlight the contract row and click Select. See more on claim entry by referencing the Invoice and Claim Entry section of help.