Telus TPM Documentation
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Deduction Matching
The Deduction Matching screen is used to match claims to deductions. Select Match Deductions from the Deduction menu to access this screen.
General Info
The screen is broken out into 3 separate grids: Claims, Deductions, and Deducted Claims.
In each grid, all columns can be filtered by entering data into the text box at the top of the column. Enter the text and click Enter to filter the data – this will also update the corresponding count on the tab as well as any totals at the bottom of that grid. To clear a filter, delete the text in the filter and click Enter.
Slide the vertical grid bar to expand/collapse the Claims and Deduction grids.
Claims
When a deduction row is selected, the Claims grid is populated with Probable Matches which meet the following criteria:
1. The Deduction Amount Requested equals the Invoice Amount Requested within one penny
2. The Distributor Invoice Number is contained in the Invoice Number
3. The Deduction Company is the same as the Invoice Claimant
Note: a maximum count of 1000 claims will be returned.
To search for claims, click the Fetch Claims button.
Enter search criteria and click Fetch.
The claims meeting the search criteria will be returned in the Claims grid.
The Tolerance fields can be used to search the Amounts within a certain dollar amount. So if the Invoice Amount Requested is $100.00 and $5.00 is entered in the tolerance field, this will return all claims with an Invoice Amount Requested between $95.00 and $105.00.
The Invoice Deduction Number Hint performs a contains search on the Deduction Hint field on the claim header.
Auto clear will remove all search criteria when the window is closed. If the box is not checked, the next time the window is opened it will show the same criteria previously searched.
Deductions
This grid displays all deductions with an Active State of Open by default. For additional information on the deduction states please see the Deduction State Definitions section in the Help Documentation.
There is a Deduction Label column in the Deductions grid. This column can be manually updated to indicate additional information about the deduction/claims. The label of None is the default label. Other options are: Backup Received, Backup Missing, Not Paid at GoSimple, Claim(s) on HOLD, Rebillable and Backup Requested.
There is also an option to add Deduction Comments to the Deductions grid.
Deducted Claims
When a deduction row is selected (highlighted) in the Deductions grid, the matched Deducted Claims display in this grid.
Steps to Match or Un-Match a Claim to a Deduction:
1. Select a deduction row.
2. Search for claims then click Match on the Claim row to assign it to the selected deduction.
3. View the matched claim in the Deducted Claims grid.
4. To Un-Match a claim from a deduction, click the Remove button on the claim row in the Deducted Claims grid.
Exports
Each grid can be exported by clicking the corresponding Export button.
Deduction Report
In the Reporting Menu, select Deduction then Deduction Report.
To begin, click Generate or press Enter.
The grid will be populated with report data.
To export the report, click the Export button.
Note: Only one user can be in the Match Deductions screen. Please remember to close the window after working the deductions.
