Презентация на тему «Ship and Debit – New Claims Report»

Ship and Debit – New Claims Report

March 2013 Release

Channel Communications on Ship and Debit

Incorporating POS data in the automated S&D process

Soft rejection claim notification

Users

Those Users of the report will be the people that work with the claim information. ADDING USERS: Contact your DMM or KAM if anyone within the organization would like to be added to this report notifications list. SET-UP PROCESS: Register on TE.com site to be able to log in and access the report Notify local DMM or KAM on adding your contact to this notification list with specific accounts.

Claim Report now available in TE eCommerce

Report produced for individual Distributors and individual Acct #’s. Notification by email each week

Available through “Manage My Downloads” on TE eCommerce Claim report will be identified as ISD Claims_Acct #xxxxxx If multiple accounts are involved, multiple notices will be sent and multiple files can be retrieved.

Please click here to download debit claims error/warning report for the period <Start date of past week (Wednesday)> to <End date of current week (Tuesday)>. This report contains debit claims sent to TE connectivity for processing during the specified period. The report displays those claims that have been accepted, those that had errors, and those that were accepted but have warning messages. Warnings included on this report represent claims that cannot be matched to Point of Sale (POS) submissions in the past 90 days. This report is available for download through TE Connectivity eCommerce website by logging into your account for 30 days from the date of this notification. NOTE: THIS IS AN AUTOMATED EMAIL GENERATED FROM AN UNMONITORED EMAIL ACCOUNT. DO NOT REPLY TO THIS EMAIL - RESPONSES WILL NOT BE READ.

Type of Information Available on the New Report

Claims are only processed on Wednesday for prior 7 days. This includes weekends.

Runs weekly – every Wednesday POS match status Multiple rejection reasons for parts Descriptions for rejections and codes Eliminating confusion by giving actual descriptions for rejections For all submitted fields a 1 to 1 comparison of data submitted vs data approved by TE

Claim information as originally submitted Agreement information Sales Information Credit information Rejection details All cost field information provided

Examples of the Rejection Codes on Report

This is the type of Help Document that will be available through eCommerce Training Presentations at http://www.te.com/training/ Also will be available on the Ship and Debit Site.

Important Information about the Report

The new consolidated Report will contain submission information from both EDI claims and manual claims. Users will continue to receive the 849 EDI response which includes the same information that has been provided.

Rejection Codes Details on Report - Help Explain Codes

Internal Code

EDI Code

Rejection Reason Details

01

01

Pricing agreement was not found

03

03

• TE Part Number is invalid • Submitted part has Quote Only order block thus no credit memo can be created on this part • Sales Intent of the submitted part is not setup as General / Restricted Sales

04

03

TE Part Number was not found OR not setup as ship & debit part on the pricing agreement

27

05

Calculated credit amount is zero.

08

06

Submitted agreement unitized price differs from the actual agreement unitized price by more than .00009 allowed tolerance

13

06

Agreement price range code is invalid. Valid codes are E (each), C (hundred), or M (thousand)

20

06

Agreement price is invalid or less than zero

05

07

Distributor cost is invalid or less than zero

12

07

Distributor range is invalid. Valid codes are E(each), C(hundred), M(thousand) or T(ten thousand)

15

07

• Submitted distributor unitized cost is more than the maximum DBUY price over last 18 months • Submitted customer account is marked as POS Only customer thus no credit memo can be created on this account

21

07

Distributor UOM is invalid

22

07

Distributor UOM doesn't match TE part approved UOM

02

08

• Distributor Sold To Account Number is not authorized for the agreement • Submitted EDI partner id could not be mapped to distributor sold-to account authorized on the pricing agreement

17

09

The total credit amount for a single line item was over $25,000 USD

24

09

The Company Code is invalid

25

09

The Currency Code is invalid or doesn't match TE part approved currency

99

09

Other error returned from SAP

26

10

POS data match was not found.

16

11

Debit Memo Number is invalid or already exists for this account

11

13

Shipped Date was not during term of agreement

07

15

Shipped quantity is invalid or less than zero

CY 2012 Claim Rejection Stats

TOP 5 REJECTIONS

Tips for reducing rejections: Agreement authorized price should match with 5 decimals TE parts should be shipped to the end customers within the term of the agreement, with the exception of piggyback (P00XXXXXX) agreements Average sale price (Dist Cost) should be less than the max price paid in past 18 months for the agreement authorized account Unit of measure specified on the claim should either match UOM authorized on the agreement or at least convertible. Some valid values are PC (Each), FT (Feet) and MR (Meter) etc. Valid values for Price Range allowed on a claim are E (1), C (100), M (1000) and T (10000) Part number specified on the claim should be authorized on the Ship & Debit Agreement specified

Internal Code

EDI Code

Rejection Reason Details

% Rejects

08

06

Agreement price differs from actual agreement price by more than .00009 allowed tolerance

26.16%

11

13

Shipped Date was not during term of agreement

20.98%

15

07

Submitted distributor cost is more than the maximum DBUY price over last 18 months

18.65%

21

07

Distributor UOM is invalid

12.60%

04

03

Part Number was not found on the pricing agreement

10.57%

To correct claims on TE eCommerce

After logging on, Click on My Account and Internet Ship & Debit. This is the area where you would correct any claim data.

2 Ways to Correct Claim Rejections

Through EDI Enter data into your system and send back through EDI Through eCommerce

TEMPLATE -Fields in the Ship and Debit Template Report

This template is used to submit claim data through TE eCommerce

Mandatory FIELDS

Debit Memo Number Customer Acct Number S&D Agreement Number End Customer Name and Number Customer part number Distributor Cost/Range Unit of Measure

Agreement Cost/Range Resale Cost/Range Shipped Date and Shipped Quantity Invoice Number Currency Code TE Part Number Company Code

Correcting Claims Through TE eCommerce

Correcting in eCommerce The new report has several columns Select the columns to match the columns in the template on the web site Make the necessary corrections Upload the spread sheet

Ship and Debit Report

Help screens and New Report available March 27th on TE eCommerce http://www.te.com/training/ And Ship and Debit Site