Telus TPM Documentation
This is an old revision of the document!
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.
Invoice - Add Notes & Attachment
On Invoice View, click the Notes & Attachment tab to add notes and/or attachments at the Invoice level. Any notes and/or attachments added at the invoice level will automatically display on the Notes & Attachments tab for claims created on that invoice.
Click the Add button located on the bottom right of the screen.
The Note Editor allows text to be entered and one to many attachments linked to that one note. Add a note, or copy and paste from another source. These notes can be formatted using any of the options displayed at the top of the note section.
To add attachments there are a couple steps.
1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section. An Upload File button will appear in the Attachment section.
2. Click Upload File to select a file.
If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.
Once the notes and attachments are added, click Save. The text will display in the Notes & Attachments grid as it was formatted in the Note Editor. The attachments column will display a count of attachments associated with the note.
To cancel the action, click the Close button.
Both the notes and attachment fields are optional. A note can be added without an attachment or an attachment can be added without a note.
When viewing the Notes & Attachments on an invoice or claim, there is an Identifier column which gives information on where the note and/or attachment was added. If the notes and/or attachments were added at the invoice level, it will display the text “invoice”. If the notes and/or attachments were added to a claim, this will display the Claim ID.
Click the Notes & Attachments row on the grid to view the attachment. This will open a non-editable dialog box with the notes displayed. Click the Download hyperlink to view the attachment.
Edit
Users with Invoice Edit permissions will have the ability to edit the invoice information. There are certain rules related to the fields which are editable on an Invoice. Click Edit to change the invoice header information.
When modifying the Start Date and/or End Date on an invoice where there are claims already created, the updated invoice dates must contain the claim's lineitem delivery date. In an attempt to modify, if the dates are not contained, a message will display.
To resolve this issue, update the invoice start date and/or end date to be greater than the date range needed, then open the claim and update the lineitem dates to be within the correct time frame. Once the lineitem dates on the claim have been updated, then modify the invoice start date and/or end date again to the correct date.
Submit
The Submit button will be enabled for users with permissions. 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 - invoice_and_claim_entry
