Telus TPM Documentation

access_roles

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T11:44:51+00:00

Admin: User Admin: Access Roles Admin This screen is to build different types of roles and assign screen visibility to each role. Then on the User Admin screen, users can be assigned a role based on these definitions. To add a new Access Role, click the Add button on the bottom right of the screen. This will open the editor where the new Access Role can be named.

accrual_admin

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T13:42:34+00:00

Accrual Admin In the Accrual Admin screen, the accrual run information is displayed and there is an option to Retain the current day’s accrual run. This applies to clients who use the Standard Accrual Process only. The Accrual Run ID is a system generated value. For accruals that are not retained, the following day's accrual run will replace the current day's accrual run. Once an accrual run is retained, it cannot be un-retained.

accrual_process

Anonymous (anonymous@undisclosed.example.com) — 2024-08-20T19:55:34+00:00

OLD ACCRUAL PROCESS (if not transitioned to the new process, this will be your guide. New accrual process guide is below this section) Accruals are a record of the expenses that have been incurred as a result of a contract in TPM. The methods for calculating these values can differ by program type. The client can choose to pre-define the calculation method in TPM at the Template level or allow the contract creator to select a method from more than one option.

admin_reports

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T16:56:38+00:00

Reporting Reporting can be accessed through the Reporting menu option for users who have access. ---------- Admin Reports ---------- Export Reports To view the Export reports in the Admin report list click the export menu option. In the popup, click the Generate button. Once the report is ready, click the hyperlink that displays in the generated reports section to open the report.

amending_a_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-03-21T17:49:51+00:00

Amending a Contract To amend an existing contract: * Locate and open the specific contract you wish to modify. * In the upper right corner of the screen, locate the “Actions” section. * Select the “Amend” option from the available actions.

approving_a_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-06-19T16:25:27+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

autopay

Anonymous (anonymous@undisclosed.example.com) — 2025-06-18T18:28:08+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.

autopay_process

Anonymous (anonymous@undisclosed.example.com) — 2019-12-12T12:28:23+00:00

Autopay Process * The Account Manager sets up a calendar entry that repeats on auto pay day. Set for 9am, reoccurring. * An email is sent on auto pay day for that client as an additional reminder. * A follow-up instant message is sent if there is no auto pay email that the process is being started

auto_matching_rules

Anonymous (anonymous@undisclosed.example.com) — 2025-08-08T14:21:36+00:00

Deduction Auto Match Settings and Rule Configuration Deduction Settings The deduction settings allow for automatic matching of claims to deductions by modifying information in specified fields. The following options are available: Field Modification Options

broker_commissions_process

Anonymous (anonymous@undisclosed.example.com) — 2025-09-03T16:55:36+00:00

Broker Commissions Process The TELUS TPM platform provides comprehensive broker commission management capabilities, enabling clients to establish, maintain, and execute broker compensation programs with full automation and audit trail functionality. The system facilitates end-to-end commission processing, from relationship configuration through payment documentation and distribution.

broker_distributor_assignment

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T13:53:30+00:00

Broker Distributor Assignment Users with access can assign distributors to brokers in the Broker Distributor Assignment screen. Initially, this grid will display all Distributors (both Active and Inactive). To add, modify, or view history for a distributor and broker relationship, click the distributor row.

cancelling_a_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-04-22T18:53:15+00:00

Cancelling a Contract Contract Cancellation Procedure This outlines the process for cancelling a contract within the contract management system. Procedure: * Access the Contract: Navigate to the specific contract within the system. * Locate Action Menu: Identify the Actions section in the top right corner of the contract interface.

changing_your_home_page_widgets

Anonymous (anonymous@undisclosed.example.com) — 2014-12-02T20:54:42+00:00

Widgets Widgets are what can show up on your homescreen. You can pick and choose which ones you'd like to show up. Think of them like apps on your phone. You can use widgets to gain quick insights into your contracts and claims. Or use a calculator, check your weather, etc.

changing_your_password

Anonymous (anonymous@undisclosed.example.com) — 2025-12-19T18:45:51+00:00

Changing your Password To reset or modify your password, please access the “User Settings” option from the dropdown menu located next to your name. You will see this area. Enter your current password, select a new password and confirm that password.

claim_contract_resolution

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T18:03:18+00:00

Claim Contract Resolution in Eclaim The Eclaim process takes the following steps when it attempts to resolve a contract. * EXACT_CONTRACT_ECLAIM_PASSTHROUGH * XREF_CONTRACT_PAID_CLAIM/XREF_USER_CONTRACT_SEQUENCE * CLAIMANT_CONTRACTEE_MATCH

claim_draft

Anonymous (anonymous@undisclosed.example.com) — 2024-08-20T18:00:03+00:00

Claim Draft Access the Claim Draft grid from the Claim menu. This grid displays all claims in a draft status. This includes claims loaded via eclaim and claims manually entered. To process these claims, click the Invoice ID hyperlink. This will open the invoice view with all claims associated to that invoice displayed in a grid below. If all the information is correct on the invoice and claims, click the Submit button.

claim_edit

Anonymous (anonymous@undisclosed.example.com) — 2024-08-15T17:46:42+00:00

Claim Edit To access Claim Edit features, a user must be set up with the Claim Edit Access Role. Certain edit features are available when the claim is in View mode, but this section deals with the claim in Edit. To access the claim in Edit, click the Edit button in the Actions menu.

claim_menu

Anonymous (anonymous@undisclosed.example.com) — 2024-08-20T17:54:57+00:00

Claim Menu Options The Claim section of the menu provides different options for searching invoices or claims. Other than the Claim and Invoice Searches, a user has the option to view claims in the following statuses: Drafts, Holds, Pended, Rejected, Contractless, Evaluation, and Submitted.

claim_pended

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T18:53:25+00:00

Claims Pended The Claims Pended screen can be accessed by clicking Pended in the Claim -> Claim View menu. The Claims Pended grid displays all claims in a Pended status and a option to view claims by Reason Code. ---------- Claims Pended The left side of the screen displays the Claim Grid. On this grid, there are two visibility filter options: Claim Visibility Grouping and Visible Indicator.

claim_reports

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T17:11:52+00:00

Claim Reports The Claim reports are available in the Reporting -> Claim Menu. ---------- Check Payment Status This report displays transaction and payee information based on the criteria entered in the report runner. To run the report, enter in Dates and/or Payee information and click Generate. To view the report, click on the hyperlink in the Generated Reports section.

claim_reprocess

Anonymous (anonymous@undisclosed.example.com) — 2024-08-23T18:43:13+00:00

Claim Reprocess Users with the Claim Reprocess access role will have the Reprocess option enabled on Complete claims. To reprocess a claim, select the rows to reprocess and click the Reprocess action button. This will open the Claim Reprocess window with an option to copy the lines as positive and/or negative.

claim_search

Anonymous (anonymous@undisclosed.example.com) — 2024-08-13T18:05:05+00:00

Claim Search To search for Claims, click on Claim and select Claim Search. ---------- There are two sections in which search criteria can be entered. The section on the left searches all fields as labeled and the section on the right searches by date parameters and invoice number.

claim_split

Anonymous (anonymous@undisclosed.example.com) — 2024-08-20T18:32:21+00:00

Claim Split Claim Splitting should be used if there are some products and/or lumpsums on a claim that need to be assigned to a different contract, but some of the products and/or lumpsums on the claim are valid against the current contract. The Claim Split option is available for users who have Claim Edit rights in the Actions menu.

claim_submissions

Anonymous (anonymous@undisclosed.example.com) — 2025-09-03T17:32:51+00:00

Claim Submissions Claims Definition and Framework Claims Overview: TELUS defines a claim as documented proof of performance or invoice validation submitted by customers to support deduction processing or direct payment requests. Claims serve as the foundational documentation for all payment validation and processing activities.

claim_view

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T18:58:25+00:00

To view a Claim, click on the Claim ID hyperlink. The Header is broken out into the Claim and Invoice sections. ---------- Claim Header This section displays the Claim ID, Claim State, Claim State Reasons, Deduction Numbers, Claim Amounts, and Contract Information.

claim_visibility_grouping

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T12:03:08+00:00

Claim Visibility Grouping ---------- The Claim Visibility Grouping is broken out into two screens: The Claim Visibility Grouping Definition Admin is where the Groupings are defined and organized into a claim visibility grouping hierarchy. The Claim Visibility Grouping Association Admin is where Users and Companies will be added to the previously defined Visibility Groupings.

client_defined_fields

Anonymous (anonymous@undisclosed.example.com) — 2025-08-08T14:10:28+00:00

Admin: Client Setup Admin: Client Defined Fields Admin This area allows you to set up fields you’d like to track that aren’t standard fields already. For example if it’s important to track a piece of information on a contract that is very specific to your company, you can set up a Client Defined Field on the contract so it can then be tracked just for you.

client_letter_admin

Anonymous (anonymous@undisclosed.example.com) — 2025-03-21T17:59:05+00:00

Client Letter Admin GoSimple comes with several standard letters you can use throughout the industry to let your partners know what the actual agreement details are. This allows you to send out a standard legal document versus each sales person doing it their own way.

client_settings

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T19:08:29+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! ----------

company_aggregate

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T13:52:07+00:00

Company Aggregate Admin ---------- The Company Aggregate Admin is broken out into two screens: The Company Aggregate Grouping Definition Admin is where the Groupings are defined. The Company Aggregate Association Admin is where the Companies will be added to the previously defined Aggregate Groupings.

company_grouping

Anonymous (anonymous@undisclosed.example.com) — 2021-02-24T12:00:50+00:00

Admin: Company Admin: Company Grouping Admin ---------- The Company Grouping section is broken out by Company Grouping Type: Parent Groups Buying Groups Custom Groups And each Company Grouping Type is also broken out into two sections: The Company Grouping Definition Admin is where the Groupings are defined and organized into a company grouping hierarchy.

company_set_up

Anonymous (anonymous@undisclosed.example.com) — 2024-06-18T13:53:03+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.

company_type

Anonymous (anonymous@undisclosed.example.com) — 2020-12-22T19:12:20+00:00

Company Type Admin Select the following menu item to navigate to the Company Type Admin screen. The purpose of this area is to allow you to set up the types of companies you'll deal with and what you want to call them. The typical ones are Manufacturer, Distributor, and Operator but there are also companies like Brokers, Retailers, etc. We've found where one manufacturer likes to use the word Distributor while another likes to use Retailer for example. You can build and name them anythi…

contract_approval

Anonymous (anonymous@undisclosed.example.com) — 2015-08-07T20:49:31+00:00

Admin: User Admin: Contract Approval Grouping Definition Admin

contract_approval_elevation_rules

Anonymous (anonymous@undisclosed.example.com) — 2025-02-12T17:43:17+00:00

Contract Approval Elevation Rules Multi-Tiered Approval Elevation System: The contract management system supports a sophisticated, multi-level approval elevation structure: Multiple Approval Tiers: * The system accommodates various levels of approval authority

contract_approval_grouping

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T12:30:35+00:00

Contract Approval Grouping ---------- The Contract Approval Grouping is broken out into two screens: The Contract Approval Grouping Definition Admin is where the Groupings are defined and organized into a contract approval grouping hierarchy. This is where folders can be organized into hierarchies. The Approval Groupings Defined here can be added to any Template.

contract_compare

Anonymous (anonymous@undisclosed.example.com) — 2025-09-03T15:40:49+00:00

Contract Comparison Report The Contract Comparison Report provides comprehensive analysis capabilities for identifying differences between two contract versions, enabling stakeholders to review modifications, updates, and variations in contractual terms and conditions.

contract_edit_options

Anonymous (anonymous@undisclosed.example.com) — 2024-08-08T15:49:22+00:00

Contract Edit Options This section will explain the following Contract Edit Options: Edit Family, Edit Dates and assigning Contract Editors to the contract. ---------- Edit Family Contract Approval Role - Finalizer Actions: Edit Family, Edit Dates, Amend, Renew, Terminate, and Copy

contract_reports

Anonymous (anonymous@undisclosed.example.com) — 2024-12-20T20:13:20+00:00

Reporting Reporting can be accessed through the Reporting menu option for users who have access. ---------- Contract Reports Click on the Contract menu option to see the list of contract reports. ---------- Contract Overview This report displays header-level information for contracts based on the criteria entered in the search parameters. The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract…

contract_search

Anonymous (anonymous@undisclosed.example.com) — 2025-06-20T16:35:08+00:00

Contract Search Accessing Contract Search Navigation Path: * Primary Menu: Select “Contract” from the main navigation menu * Function Selection: Choose “Contract Search” from the available options * Purpose: Access comprehensive contract database search and retrieval capabilities

contract_state_definitions

Anonymous (anonymous@undisclosed.example.com) — 2025-09-03T16:10:26+00:00

Contract State Definitions and Workflow Management Contract Lifecycle State Framework The contract management system utilizes a comprehensive state-based workflow to control contract progression, editing permissions, and claims processing eligibility. Each state represents a specific phase in the contract lifecycle with defined permissions and operational implications.

contract_template

Anonymous (anonymous@undisclosed.example.com) — 2017-04-25T15:08:50+00:00

Contract Template Admin Click on the Contract Template Admin menu option to view, edit and add Templates. ---------- View Template To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs.

contract_template_-_add

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T14:11:49+00:00

Contract Template Admin - Add Click on the Contract Template Admin menu option to view, edit and add Templates. To Add a new Template, click the New button. This will enable the Active checkbox, Template Description, and Template Code text boxes.

contract_template_-_edit

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T14:09:15+00:00

Contract Template Admin - Edit Click on the Contract Template Admin menu option to view, edit and add Templates. To edit a template, select a template from the drop down then click the Edit button. The Active Indicator, Template Description and Template Code will be editable.

contract_template_-_view

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T14:06:15+00:00

contract_visibility_grouping

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T12:49:41+00:00

Contract Visibility Grouping ---------- The Contract Visibility Grouping is broken out into two screens: The Contract Visibility Grouping Definition Admin is where the Groupings are defined and organized into a contract visibility grouping hierarchy.

dashboard_and_search

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T16:18:14+00:00

CRM Dashboard and Searches ---------- Dashboard Widgets The CRM Widgets can be configured on the Widget page. Click the dropdown next to the user name to access the Widget Menu. Navigate to the CRM > Dashboard tab and the Available Widgets are listed.

deduction_label_definitions

Anonymous (anonymous@undisclosed.example.com) — 2024-10-09T11:52:07+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.

deduction_reports

Anonymous (anonymous@undisclosed.example.com) — 2024-10-09T11:35:52+00:00

Deduction reporting: Deduction Claim Match Timeliness Report This report provides an active claim match tied to a deduction with information on when the claim was created, claim start date and end date, if claim pended, how long it pended, when the first transaction was created and if there was a void, if the claim was created prior to the deduction load date and if the claim completed prior to the deduction load date.

deduction_state_definitions

Anonymous (anonymous@undisclosed.example.com) — 2016-02-09T10:28:11+00:00

Deduction State Definitions ---------- Deduction Active State OPEN: The deduction was received on the open deduction file from the client. IGNORE: Deductions are manually set to this state for deductions that GoSimple will not work or receive claims.

definition_of_terms

Anonymous (anonymous@undisclosed.example.com) — 2017-02-21T14:39:39+00:00

Definition of Terms

eclaim_processes

Anonymous (anonymous@undisclosed.example.com) — 2020-06-22T11:24:18+00:00

Eclaim Processes This section of help will explain how to load an eclaim using the eclaim template, and the checks the system performs to prevent duplicate eclaim loads. Another feature of the eclaim process is the ability to have eclaims Auto Submit and/or Auto Approve. This setting is done at the company level and companies with this setting enabled will flow through the eclaim process automatically.

exceptions

Anonymous (anonymous@undisclosed.example.com) — 2024-12-20T19:06:52+00:00

Claim and Sales Exceptions When data is received via sales data or eclaim load that can’t be resolved, it creates an exception. The claim exceptions can be resolved by assigning the company, product, UOM and lumpsum exceptions to master data within the application. To work the exceptions, navigate to Admin

file_status

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T14:01:34+00:00

File Status To access File Status, navigate to the Admin menu and select File Status. A grid will display with the information and status of the file as well as an option to download. The grid data is limited to show only files received within the past year, based on today's date. Files older than a year are not displayed.

finding_contract_first

Anonymous (anonymous@undisclosed.example.com) — 2015-08-27T19:30:03+00:00

To Create a Claim from an existing Contract, go to the Contract Search and select the contract. From the contract, select the Claims tab and click the New button to start entering the claim. The Invoice Dialog will display. Enter in the Invoice Header information and click Link. OR Click the Search button to select an existing Invoice (the selected invoice will then populate the data) and then click Link.

general_information

Anonymous (anonymous@undisclosed.example.com) — 2025-03-21T17:34:28+00:00

General Information Browser Recommendation The recommended browser for using TELUS TPM is Chrome. ---------- Menu Navigation ---------- Log Out The Log Out option is in the dropdown next to the user name. ---------- Saving your filters

general_report_information

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T17:05:16+00:00

General Report Information Report Runner The Report Runner popup has a Generate report Button. To run a report, select the Export Type and enter any other values needed to run the report, then click Generate. A wait notification will display while the report generates.

growth_rebates

Anonymous (anonymous@undisclosed.example.com) — 2025-06-16T20:17:39+00:00

Growth Rebates Growth Program Contract Configuration and Management Growth program contracts provide tiered incentive structures designed to encourage increased purchase volumes through progressive rebate levels. These contracts establish performance-based reward systems where contractees achieve enhanced rebate rates by meeting specified volume thresholds across designated product portfolios.

growth_rebates_explained

Anonymous (anonymous@undisclosed.example.com) — 2015-08-07T20:24:32+00:00

Growth Programs Explained When you are setting up SKU's and rebates, you have the ability to build a tiered Growth program. This allows you to enter several levels of rebates for one SKU and dictate what the contractee must buy in order to get the higher level rebate.

home_page_widgets

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T17:30:23+00:00

Home Page Widgets The Widgets on the Home Page allow you gain quick insight into your Contracts, Claims, Deductions and Exceptions. Clicking the green circle will re-direct to the related data. ---------- Contracts Waiting on Me This widget no longer exists. It was combined with the My Contracts and Contract Approval widgets.

how_the_whole_deduction_process_works

Anonymous (anonymous@undisclosed.example.com) — 2025-09-25T18:11:48+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.

inbound_feed_exceptions

Anonymous (anonymous@undisclosed.example.com) — 2024-08-27T13:55:11+00:00

Inbound Feed Exceptions This widget displays counts of all exceptions for inbound feeds. Use the export master feed exceptions report in the reporting menu. The first tab on the report explains every exception type and an explanation. The count should always be zero in this widget. Most of the time the master data needs to be fixed and resent to us based on the issue. Or an update might be needed in the admin section to add/modify records. If neither of those resolve the inbound f…

invoice_and_claim_entry

Anonymous (anonymous@undisclosed.example.com) — 2024-08-13T19:01:28+00:00

Invoice and Claim Entry Invoice Entry An Invoice can be entered in one of two ways: * Invoice Search * Contract Claims Tab The only difference between these two is that the invoice created from the contract claims tab will display the Contract Companies for Claimant selection (instead of just all companies) and if New Claim is selected after the invoice is created, the contract that was used to start the invoice will automatically be linked and the user won't need to search for a contra…

invoice_search

Anonymous (anonymous@undisclosed.example.com) — 2024-08-13T18:03:53+00:00

Invoice Search To search for an Invoice, expand the Claim menu item and select Invoice Search. ---------- Create Invoice The Invoice Search is where a New Invoice can be created by users with permissions. Click the New Invoice button to create a New Invoice.

invoice_view_edit

Anonymous (anonymous@undisclosed.example.com) — 2024-08-13T18:25:47+00:00

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.

location_view

Anonymous (anonymous@undisclosed.example.com) — 2018-12-03T20:25:10+00:00

Location View Click on the Location Search option to see all Location data. The top row of the Location Search grid is a filter. Enter text into any of the columns to filter to data containing the text entered. To view the specific information related to a particular location, click the View hyperlink.

lump_sum

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T11:36:05+00:00

Admin: Product Admin: LumpSum Admin ---------- Setting up LumpSum Types: When offering monies to your customers, it typically comes in 1 of 2 ways. First is at the SKU level....buy this product and I will give you $$$. The other way can't be tied to a specific SKU and that's where LumpSums come in. These are the monies you'll pay out that won't tie to a specific SKU. For example you have to go to a Food Show and the booth will cost $2,000 and the electric will cost $500. Those are Lu…

match_deductions

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T18:17:58+00:00

Deduction Matching The Deduction Matching screen is used to match claims to deductions. Select Match Deductions from the Deduction menu to access this screen. The File Load and File Received Date information can be viewed by clicking the Show Dates button at the bottom of the screen.

notes_attachments

Anonymous (anonymous@undisclosed.example.com) — 2024-08-20T18:16:28+00:00

Notes & Attachments Notes and/or Attachments can be added to a Claim in either Edit or View mode for a claim in any state. Go to the Notes & Attachments tab within the claim. Click the Add button located on the bottom left 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.

notifications

Anonymous (anonymous@undisclosed.example.com) — 2025-12-19T18:56:28+00:00

Notifications Application notifications are presented upon Menu expansion and are positioned beneath the client's logo. The notification bell's color indicates status: green signifies no unread notifications, while red denotes new notifications. Clicking the bell will open the notification window with the

operator_requests

Anonymous (anonymous@undisclosed.example.com) — 2021-03-22T10:51:30+00:00

Operator Requests The Operator Requests admin screen can be accessed by clicking the count on the Operator Requests widget or by selecting Operator Requests in the Admin menu. Only users who are set up with permissions to this feature will be able to access the Operator Requests grid.

pended_claims_resolution

Anonymous (anonymous@undisclosed.example.com) — 2024-10-09T11:28:56+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

pending_claims_resolution

Anonymous (anonymous@undisclosed.example.com) — 2016-01-28T14:12:00+00:00

Pending Claims Resolution To locate pending claims, click on the Claim Menu and select the Pended option. Or you can go to the claim search and search for pending claims. ---------- On the Pending grid, 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.

price_generation

Anonymous (anonymous@undisclosed.example.com) — 2025-11-24T20:24:58+00:00

Price/Rate Generation The Price Sale tier employs automated price generation derived from sales transaction data. Prices are calculated for defined timeframes based on sales data occurring within those periods. Price Generation Period Type Defines the temporal granularity for price calculation:

price_tiers

Anonymous (anonymous@undisclosed.example.com) — 2025-11-24T20:13:57+00:00

Price Tier Structure and Configuration Overview The pricing landscape encompasses diverse pricing structures across the industry. The GoSimple platform is designed to accommodate all standard pricing methodologies through a flexible, hierarchical pricing system.

pricing_admin

Anonymous (anonymous@undisclosed.example.com) — 2020-12-22T18:22:36+00:00

Pricing Admin There are three options to set up Price Lists: Price Class, Price by Company and Price by Product. ---------- Price Class Price Class has both a definition and an association screen. The definition screen is where the price classes are defined and the association screen is where companies are associated to the defined price classes.

probable_exposure_explained

Anonymous (anonymous@undisclosed.example.com) — 2025-06-13T18:48:56+00:00

Probable Exposure Explained Probable Exposure represents the maximum financial liability that must be reserved to fulfill all contractual obligations offered within a given agreement. This figure establishes the upper threshold of potential payout based on contracted terms and projected volume commitments.

product_grouping

Anonymous (anonymous@undisclosed.example.com) — 2025-01-27T20:06:21+00:00

Admin: Product Admin: Product Grouping Admin ---------- The Product Grouping is broken out into two screens: The Product Grouping Definition is where the Groupings are defined and organized into a product grouping hierarchy. The Product Grouping Association is where the Products will be added to the previously defined Groupings.

product_set_up

Anonymous (anonymous@undisclosed.example.com) — 2025-01-27T19:49:20+00:00

Admin: Product Admin: Product Admin ---------- To view information for an existing Product, highlight the product row in the grid to view the product information in the Fields below the grid. Setting up a new Product. There will be 3 ways to set up a new product. We'll go through all 3 in detail.

profile

Anonymous (anonymous@undisclosed.example.com) — 2025-12-19T18:50:31+00:00

User Settings To modify your account profile settings, select the User Settings option from the dropdown menu located under your name. ---------- Profile This section is where the user's email address and name can be updated. ---------- Reset Password

rate_calculation

Anonymous (anonymous@undisclosed.example.com) — 2025-02-26T14:02:56+00:00

Rate Calculation There are many factors which go into calculating rates for claims, and it is not as straight forward as it seems it should be. To get to the point we're able to calculate a rate, we need to have a bunch of data fall in place correctly. If the data doesn't line up properly, you will get a pend reason explaining what is wrong.

rate_generation_explained

Anonymous (anonymous@undisclosed.example.com) — 2014-12-02T00:30:01+00:00

,Rate Conversion Explained When you offer a rebate, it's typically a Fixed Rate like $2/case, Fixed Price, or Percent. In all cases you need to know how much you owe. Fixed Rate is simple. It's whatever the fixed rate you give. Fixed Price and Percent are trickier. This is where Rate Conversion comes in. It helps convert your Fixed Price or Percent deals into a Fixed Rate so you know how much the rebate should be.

renewing_a_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-02-12T16:57:46+00:00

Renewing a Contract To initiate the contract renewal process: * Locate and open the specific contract due for renewal. * Navigate to the “Actions” section, typically situated in the upper right corner of the interface. * Select the “Renew

reports_-_itb

Anonymous (anonymous@undisclosed.example.com) — 2025-01-09T20:35:36+00:00

Tableau Reporting In the Box Reports The list of reports below are available. Contact your Account Manager for additional information and setup. ---------- Reports currently available under the TPM Standard Reports section within Tableau * Sales Analysis

requesting_help_via_email_or_phone

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T17:48:08+00:00

__Requesting help by email If you need help and the online and you are unsure who your Account Manager is to reach out, when you click on help it will open a window to type a message which will send an email to us. Choose your support type then add your message. Once you are done click the submit button.

required_fields_for_billback_submission

Anonymous (anonymous@undisclosed.example.com) — 2016-08-10T17:57:57+00:00

Required Fields for Billback Submission

reset_a_password

Anonymous (anonymous@undisclosed.example.com) — 2025-02-21T17:08:23+00:00

Resetting a Password If a user forgets their password, there's a simple process to reset the password. Go to the User Admin screen. Select the user that needs their password reset by clicking a row. Click the Reset Password hyperlink. This will open a popup window. If you want to reset the password, click on the Reset Password button and an email with a link to change the password will be sent to the user. The links are only valid for 48hrs. You will get a green notification at the to…

running_reports

Anonymous (anonymous@undisclosed.example.com) — 2016-02-22T17:38:25+00:00

Reporting Reporting can be accessed through the Reporting menu option for users who have access. ---------- Admin ---------- User Login History The User Login History report displays the Login and Logout information for users. The report parameters are First Name, Last Name, Start Date and End Date. To see the login history for a user just enter data in the Name fields and generate the report. To further reduce the data to a particular timeframe, add in Start Date and End Date paramete…

setting_up_a_new_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-09-18T17:37:33+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.

setting_up_task_calendars

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T16:48:18+00:00

Setting up Task Calendars Currently, CRM Task Calendars can be set up using the Outlook Application only. To set up a Internet Calendar to link to Tasks, click the dropdown by the user name and select User Settings. The Internet Calendars option will appear:

sidebar

Anonymous (anonymous@undisclosed.example.com) — 2023-08-03T12:09:29+00:00

Telus TPM Documentation * Start * General Information * General Information * Contracts * Setting up a new contract * Amending a contract * Renewing a contract * Approving a contract * Contract Approval Elevation Rules * Terminating a contract * Cancelling a contract * Probable exposure explained * Growth Rebates * Contract Search * Contract Compare * Contract Edit Options * Contract State Definitions * Accrual Process * Broker Commissions * Broker Comm…

start

Anonymous (anonymous@undisclosed.example.com) — 2023-07-14T06:04:17+00:00

Welcome to the Telus TPM documentation wiki. Please explore the sections on the left, or use the search feature to help find what you are looking for.

terminating_a_contract

Anonymous (anonymous@undisclosed.example.com) — 2025-04-22T18:25:57+00:00

Terminating a Contract Contract Termination Procedure Ability to terminate a contract within our system and specify the necessary user permissions Procedure: * Access the contract: Open the specific contract in the system. * Locate the Actions menu: Navigate to the top right of the screen to find the Actions section.

training_videos

Anonymous (anonymous@undisclosed.example.com) — 2024-02-20T15:50:30+00:00

Training Videos See the attached videos for additional information. Pending Reasons Calculated Rate Zero Contract Version Missing Sku Event Date Mismatch Explicit Contract Rate Zero Growth Period Incomplete Ineligible Claimant or Ineligible Distributor

unmatched_grouping

Anonymous (anonymous@undisclosed.example.com) — 2018-10-18T09:54:37+00:00

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 c…

uom_type

Anonymous (anonymous@undisclosed.example.com) — 2020-12-01T11:28:42+00:00

Admin: Product Admin: UOM Type Admin Think about what Unit of Measurse you sell your product and give rebates out. Do you sell in just cases or sometimes by the pound? Do you give rebates just by the case or by the pound...or both? Here's where you set up those UOM's.

users_set_up

Anonymous (anonymous@undisclosed.example.com) — 2025-02-21T17:05:44+00:00

Admin: User Admin: User Admin Use this area to set up users or edit existing user access roles. ---------- Adding a New User To enter a new user, click on the Add button on the bottom of the screen. This will open the Account Editor popup. Enter Email, First Name, Last Name and select an Access Role. Check the Active box to make the user an active user then click Save.

using_the_help_document_library

Anonymous (anonymous@undisclosed.example.com) — 2024-08-26T17:37:49+00:00

Help Page There are four different ways to get help: 1. Click on the Help Documentation tab and it brings you to the full Help library. 2. Click on the email link and send us an email. 3. Call us. 4. On the right hand side fill out the request. Select a Support Type from the dropdown, enter the text, and click Submit.

view_deductions

Anonymous (anonymous@undisclosed.example.com) — 2025-04-23T19:39:27+00:00

View Deductions To view deductions, select View Deductions from the Deductions sub-menu. The File Load and File Received Date can be viewed by clicking the Show Dates button at the bottom of the screen. A popup will display with the date information. Click anywhere on the popup to close it.

void_transaction

Anonymous (anonymous@undisclosed.example.com) — 2024-08-23T18:44:12+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.