Telus TPM Documentation
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Pended Claims Resolution
To locate pending claims, expand the Claim Menu and select the Pended option from the Claim Views section. Or you can go to the claim search and search for pending claims.
Click to view a spreadsheet on resolving pendings: pending_helper_sheet.xlsx
The results can be filtered to select pending reasons. Just type in the text box at the top of the column and click enter. This will perform a filter that contains the text entered. To remove the filter, delete the text and click enter.
On the Pending grid, if there are multiple pending reasons, the Pend hyperlink is followed by a count of pending. To view all pend reasons for a claim, click on the hyperlink. This will open a read-only window displaying all pend reasons. If a reason is listed multiple times, that pend is on multiple lines on the claim.
Pended Aged Days
The Pended Aged Days column on the grid displays the count of days since the first pending date on the claim till today's date.
Pended - No Contract
To locate a claim pending for No Contract, expand the Claim Menu and Claim Views and select Contractless and filter to Pending status. (This grid will display claims in both a Draft and Pended status.) To find contractless claims on the Claim Search or Pending grids, these will be claims where the Contract ID is blank. Note: Claims in a Draft status have not been completed yet, but a contract can be assigned.
Linking a Contract: To Link a Contract to a Claim, click the Link button on the claim in view mode. This Link can also be used to select a different Contract for a Claim if the currently assigned Contract is incorrect.
Clicking Link will open up a Contract Search.
There are 2 different search sections with different searching options on the Contract Search. Enter search criteria in any of the 5 search boxes on the left or select search criteria from the drop downs on the right side of the search section. The search criteria available in the drop downs are as follows: Start Date, End Date, Claimable, Contract Version ID, Contract Name, Direct Value, Deviated Value, Product Name and Product Number.
On the field search, additional criteria can be added by clicking the Add Field Criteria button. Criteria can be removed by clicking the Remove Criteria button. To clear data from the search criteria, click the X at the beginning of the criteria row.
Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches. Click on the Search Legend hyperlink to open the legend.
The text boxes on the left side of the contract search are a “Full Text” search. Example: If “Approve” is entered in the Header and search, the results will have “Approval”, “Approved” as part of the contract header. The search results can also be filtered by entering text in box at the top of each column and clicking Enter on the keyboard. To clear a filter, delete the text in the column search and click Enter.
One thing to note is that field search (on the right side) and normal search (on the left side) work together as a global “and” search. You can enter some criteria into one, and other criteria into another, and it will return the contracts which match BOTH. For example, if you wanted to search for any contracts which contained product “12345” with a direct value that is greater than $0.50, enter both of those criteria into the field search (on the right side). If you were to enter the product criteria into normal search, and direct value into field search, it would pull back any contracts that have product “12345” on them, AND any contracts that have ANY product with a direct value greater than $0.50. Not just contracts with product “12345” whose direct value was greater than $0.50 like you were looking for.
Enter search criteria and select Search or click the Enter key on the keyboard to perform the search.
Select the contract by selecting a row and clicking the Select button, or by double-clicking the row. This will assign the Contract to the Claim and update the status of the claim and line items.
If the Contract ID hyperlink is clicked, this will open the selected contract in another tab.
NOTE: If there are instances where the Contract Name listed on the Invoice is different that the Contract Name in GoSimple, please send this information to your GoSimple contact so that we can add that to the cheat sheet to avoid future pending claims.
Pended - Out of Time Frame
A claim will pend for Out of Time Frame if the products or lumpsums are outside the start and end date of any claimable version of the contract.
To resolve a Pending for Out of Time Frame, extend the Contract Dates or Renew the Contract. The claim process will automatically resolve that pending.
Pended - Ineligible Claimant
To resolve a Pending for Ineligible Claimant where the claimant is a Distributor, add the Distributor to the Contract. The claim process will automatically resolve that pending.
Pended Line - Calculated Rate Zero
There are 3 different reasons that would cause a line to pend for Calculated Rate Zero.
1. When either the sales price or default price is equal to the defined contract price, therefore resulting in a calculated rate of zero.
2. If the contract is set up with percent pricing, but there are no sale or default price records for the product.
3. If the contract is setup as growth and the minimum volume is not hit the lines will pend for this reason.
Example:
Growth is setup for sku 12345 for 100 – 200 cases pay $1.00/case, for 201-300 pay $3.00/case and for 301-1000 pay $5.00/case. If the claim is only for 50 cases that is less than the first tier defined therefore resulting in a calculated rate zero pend.
Pended Line - Explicit Contract Rate Zero If the contract is defined with $0.00 Fixed Rate or $0.00 None pricing, then the line will Pend for Explicit Contract Rate Zero.
NOTE: There is a client setting “Zero Rate Auto Reject”. If this setting is checked, then skus priced with either $0.00 Fixed Rate or $0.00 None will Auto Reject on the claim.
Pended Line - Ineligible Distributor
To resolve an Ineligible Distributor pending, add the Distributor to the contract.
Pended Line - Missing Line Item Distributor
To resolve a Missing Line Item Distributor pending, add a Distributor to the claim product row.
Pended Line - Ineligible Sku
To resolve an Ineligible Sku pending, either add the product to the contract, or reject the line item. The claim process will automatically resolve that pending once the sku is added to the contract.
Pended Line - Missing Price
If the Default Price is missing and there is no sales data for a product, the line will pend for Missing Price. To resolve this pending reason, update the default pricing.
Pended Line - Missing Manufacturer Sku
To resolve this pending reason, provide GoSimple with the missing product information.
Pended Line - Missing UOM Conversion Information
To resolve this pending reason, update the missing UOM information.
Pended Line - Negative Rates
Negative Rates is when the Sales Price received is less than the Contract Price, therefore resulting in a Negative Rate.
Pended Line - Out of Time Frame
The product's line item delivery date is outside the start and end dates of any claimable version of the contract.
The lumpsum's event date is outside the start and end dates of any claimable version of the contract.
Pended Line - Contract Version Missing Sku
The product is on a claimable version of the contract, but not the claimable version encompassing the product's delivery date.
Pended Line - Requested Amount Greater than Calculated
To resolve this pending reason, there is an option to override, short pay, or update the Contract Price/Rate to auto clear.
Pended Line - Growth Period Incomplete
This pending displays on growth claims if the contract period is not yet over and the payment calendar date has not occurred. This pending cannot be cleared until the contract period and payment calendar date have passed.
Hold Line - Duplicate Item Submitted
If a line is a possible duplicate to another line in the system based on the same Claimant, Time Frame, and Product, the line will Hold for Duplicate Item Submitted. These lines will be worked by GoSimple personnel.
Pended Line - Ineligible Event
To resolve this pending reason, add the LumpSum Event to the Contract to auto clear.
Pended Line - Overspent Event
To resolve this pending reason, update the LumpSum Event Amount on the Contract to auto clear.
Pended Line - Event Date Mismatch
The lumpsum's event date is outside the contract's lumpsum event date range, but the lumpsum does exist on a current claimable version of the contract.
Pended Line - Multiple Events
A lumpsum will pend with this reason when more than one lumpsum exists for the assigned lumpsum on the current claimable version. This happens when a contract is applied to a lumpsum claim and the lumpsum needs to be updated. This is an internal pend reason and will be resolved by GoSimple.
