If you have questions or issues, email the iTPM Help Desk: support@cgsquared.com
Now available: iTPM-User-Guide-Deductions-&-Resolutions-25-1-2 PDF
You can access this directly from within NetSuite: iTPM -> Help -> Deduction Management
Training videos on creating and managing deductions:
- Create a credit memo for iTPM Deductions
- View my iTPM credit memos
- Apply credit memos to open invoices
- Create a deduction from a credit memo
- Find and view my deductions
- What split button should I use?
- Non G/L Changes
- Mass Non G/L Changes
- Change the deduction customer
- Delete a Deduction
- Attach Documentation
Information / Getting started videos:
- Deduction Reason Codes
- Missed OI: Settlement or Expense?
- GL Impact: Settlement vs Expense
- GL impact of iTPM transactions
Videos for month-end close tasks:
- Check "Allow non G/L changes" in closed periods
- iTPM Data Reconciliation
- See also iTPM-Data-Reconciliation-2024-1 PDF
Training videos on resolving deductions:
Promotional:
- Settlement (start on the deduction)
- Settlement (start on the promotion)
- Indirect Customer Settlements
- Adjust Spend Settlement (start on the promotion)
- Void a settlement
Non-Promotional / Non Trade:
- Quick Expense
- Expense
- Mass Expense
- CSV Bulk Deduction Expense
- CSV_BulkExpense_&_Settlement_Templates ZIP
- Undo Expense
Disputed Deductions:
Reports, Saved Searches and Workbooks: