Telus TPM Documentation

company_set_up

tina.robles (tina.robles@undisclosed.example.com) — 2026-09-08T15:07:34+00:00

Company Set Up To set up or modify a Company, navigate to the Company Admin screen. ---------- This is where you set up all the companies your company will deal with by selling product, buying product, setting up rebates, Earned Income, Off Invoice deals, etc. This typically means the Distributors/Retailers you sell to and the Operators/Grocery Chains you set up rebate programs with.

deduction_label_definitions

tina.robles (tina.robles@undisclosed.example.com) — 2026-09-08T14:59:12+00:00

Deduction Label Definitions The Labels defined below are set on individual deductions. Backup Missing - we have attempted to find, but could not find, the backup. These need to be worked to get the backup via email or portal. Backup Received – we have the backup in our client inbox, but the claim has not been created yet.

how_the_whole_deduction_process_works

tina.robles (tina.robles@undisclosed.example.com) — 2026-08-18T17:53:23+00:00

How the whole Deduction Process works. Your ERP system most likely holds the information on all your open deductions with distributors. If you can send a file of all your open deductions, then the Deduction Module within TELUS can help clear some.

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tina.robles (tina.robles@undisclosed.example.com) — 2026-08-18T17:51:18+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-08-18T17:48:42+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-08-18T17:40:26+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-08-18T17:38:56+00:00

setting_up_a_new_contract

tina.robles (tina.robles@undisclosed.example.com) — 2026-08-13T19:16:45+00:00

Setting up a new Contract: Click Create on the Contract menu. In the contract creation process: Single Template Scenario: When only one default template is configured in the system, users will be automatically redirected to the Contract Create screen upon initiating the contract creation process.

client_settings

tina.robles (tina.robles@undisclosed.example.com) — 2026-07-27T13:29:11+00:00

Reporting - Admin Client Settings Client Settings can be configured in the Admin -> Client Setup -> Client Settings menu option. There are 8 different areas to manage the Client Settings. Remember click Save after making changes! ----------

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-27T13:28:43+00:00

approving_a_contract

tina.robles (tina.robles@undisclosed.example.com) — 2026-07-27T13:12:37+00:00

Approving Contracts For Contract Approvers - Accessing Pending Approvals: If you have Sub Approver or Final Approver authorization, you can monitor contracts awaiting your review by: * Navigating to the Home screen * Adding the “Contracts Approval

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-27T13:12:24+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-27T13:10:03+00:00

pended_claims_resolution

tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:39:51+00:00

Pended Claims Resolution To locate pending claims, use the Pended claim widget button or expand the Claim Menu and select the Pended option from the Claim Views section. ------ Click to view a spreadsheet on resolving pendings: ---------- PENDED CLAIMS RESOLUTION

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:38:10+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:37:13+00:00

autopay

tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:34:07+00:00

Autopay and Off Invoice Autopay In order to access the Autopay process in the system, your user role must include Admin Autopay. Only users with this role will have access to generate, review and approve the automated earnings. To access Autopay – it’s located in the Admin section of the menu.

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:30:05+00:00

void_transaction

tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:27:41+00:00

Void Transaction If a payment has been made on a claim and needs to be cancelled, a user with permissions can Void that transaction. Once a payment has been voided, it cannot be undone. ---------- If the Claim’s Payment Transaction Type is Check, make sure the check has not been cashed and create a stop payment.

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tina.robles (tina.robles@undisclosed.example.com) — 2026-07-10T18:27:22+00:00