Telus TPM Documentation
This is an old revision of the document!
Unmatched Grouping
The Unmatched Grouping widget displays a count of records that are not assigned to a grouping.
Contract Approval: Displays the users who are not part of an approval group. All users who enter in contracts should be part of an approval process. If there are users who don’t enter contracts, a group can be created in the Contract Approval Definition Admin screen labeled “Not Part of the Approval Process” and then users who aren’t part of any approval hierarchy can be assigned to that group.
Contract Visibility – User: Displays the users who are not part of a contract visibility group.
Contract Visibility – Company: Displays the companies which are not part of a contract visibility group.
Contract Visibility – Company Grouping: Displays the company groups which are not part of a contract visibility group.
Claim Visibility – User: Displays the users who are not part of a claim visibility group.
Claim Visibility – Company: Displays the companies which are not part of a claim visibility group.
Company Parent: Displays companies which are not assigned to a parent company group. If there are company records which don’t have a parent company, a new Parent Group could be added in the Company Grouping Parent Definition Admin screen called “No Parent Group” and then records which don’t have a parent company can be assigned to that group.
Company Buying Group: Displays companies which are not assigned to a buying group. If there are company records which don’t have a Buying company, a new Buying Group could be added in the Company Grouping Buying Group Definition Admin screen called “No Buying Group” and then record which don’t have a buying group company can be assigned to that group.
Product: Displays products which are not assigned to a product grouping. All products should be assigned to a product grouping.
