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Quick Overview of Vistex – Claims & Chargebacks

This blogs covers to explain Vistex – Chargebacks,Debitmemo,Claims,addbills and archieving with their basic transactions

Chargebacks

Display Chargeback – /N/IRM/IPCBM

Large scale Document creation – /IRM/IPCB21

IP Type – Charge Backs (CHBK) / Charge Back Adjustments (CBKA)

Header -> Status tab shows whether CB is accrued, parked or settled.

  • Item -> DEA, HIN or customer ID number

Debit Memo – A debit memo can contain multiple chargeback IP documents from different billing documents/invoices

  • Grouping criteria – Billing Document, CB Lead, Processing Group

Once the chargeback is released in the transaction /IRM/IPCB23 or YIPCB23 is created or simulated the debit memos. It depends of the option selected in the subsequent function area

  • /irm/ipcb23 is used to create a park document
  • Debit Memo creation will be largely automated and manual creations will be the exception
  • Existing debit memos can be viewed using YIPCBDEB
  • /IRM/IPCB35 – Standard transaction to display debit memos
  • Debit memo 10-digit number

Claims – there are business reasons that will require additional chargebacks tobe created without reference to a customer invoice.

  • Claim Workbench (/IRM/GCRM)
  • Claim Upload (/IRM/GCRUPL)
  • Transaction :/irm/gcrftm , to create a file template

Once the claims are created, we are going to accrue it, then we send it for IP creation, then we create a debit memo, then park document then it will sent as EDI 844

Achieving –

Debit memo documents with Current User Status = ‘E0003’ (Balanced) AND Reconciliation Date <> Space AND Entry Date > 24 months old

Using Tcode : SARA Archiving object as YCHBK we can view  Achieved Chargeback Documents

Add Bills –Add bills are a means to collect from the customer amounts that were not included on the original invoice. This occurs because the original sale on contract may have been for an ineligible customer or may have referenced an ineligible contract. When an Addbill situation is recognized by the Chargeback analyst and the appropriate Addbill adjustment code associated with the chargeback line item, two other McKesson teams step in to complete the process. The Contracts team addresses the contract issue when necessary. The Addbill team audits the original invoice data, the contract data and the chargeback data, then releases the Addbill document for invoicing

/irm/ipcbadb – Add bill workbench

 

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