Auto Provider ReconciliationAuto Provider Reconciliation
TeleTracker Online’s 'Auto Provider Reconciliation' feature provides an effective way to manage the commissions received from your Service Providers. Use the Auto Manual Reconciliation to easily and automatically reconcile commission payments.
To access the 'Auto Provider Reconciliation' feature from the menu bar of the main TeleTracker Online screen, click Utilities, then Auto Provider Reconciliation.
To create a new Auto Reconciliation Transaction, click the New button located on the toolbar. To open an existing Reconciliation, select the transaction from the list and click the Open button.
Wizard: Column Identifiers and Import - Step 1
**Caution: Before continuing, please create the necessary Deactivation transactions. Deactivations within the Service Provider Commission worksheet must be matched to existing Deactivation transactions within TeleTracker Online. Please visit the Deactivations help page for more information.**
Identify the appropriate Service Provider. Click the
button to begin the process of importing your Service Provider commission
worksheet(s).
The Column Definitions window begins the process of identifying specific columns on your Service Provider commission worksheet(s). You will use these column identifiers after the commission worksheet is imported.
Default Columns
Phone
Number & Amount: These columns are required in order
for the auto-reconciliation to function. TeleTracker Online will
compare the Phone Number and Amount in order to reconcile an activation.
Serial
Number, Activation
Date, Deactivation
Date, Reactivation
Date: These are optional column identifiers.
It is recommended that these column identifiers remain checked.
They will provide more description and detail while identifying
your columns.
Customer Name Columns
Customer
Name: Select this box if the customer name
(First & Last) are contained within the same column on the Service
Provider commission worksheet.
Customer
First & Customer
Last: Select these box if the customer first
name and last name are contained in different columns of the Service Provider
commission worksheet.
Custom Fields
Custom
Fields: Click the appropriate boxes to create
custom columns to be used on the Service Provider commission worksheet.
Click the Edit button
to specify a column name.
Click
to continue.
Locate and select the Service Provider commission worksheet in the 'Open' dialog Window.
Click
. TeleTracker Online will now
import the Service Provider commission worksheet into your database.
Continue to Wizard: Column Selections and Verification
- Step 2
-- Wizard: Column Identifier and Import - Step 1 -- Wizard: Column Selections and Verification - Step 2 --
-- Match with TeleTracker Online - Step 3 -- Data Compare: MATCHED - Step 4 -- Data Compare: CELLULAR MATCHED - Step 5 --
-- Data Compare: NOT MATCHED - Step 6 -- Data Compare: RECONCILED - Step 7 -- View Reconciled and Save Transactions - Step 8 --