DeductIT Eligibility

The DeductIT Eligibility button opens a screen to add, edit, or remove DeductIT codes that can be used with this assignment. This option is only available with deduction assignments.

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the Assignment Code search parameter screen).

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Selected deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version, because there must always be an Assignment Source in effect.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

Note: DeductIT options are only available if they have been previously set up on the DeductIT configuration screen. For more information on the fields available when filtering or searching for a record, see the Configuration section>DeductIT card>DeductIT Code screen.

The following actions may be available, depending on the user's authorization level. Click on the link below for more information. Click a second time to close the information box.

To add one or more DeductIT Codes to this assignment, click on the Add button. The Deduction Code Search page is displayed to filter search criteria when searching for existing deduction codes.

After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
Once records have been checked, select either Assign: Common Data to enter the same Range Table Code to all selected records, or Assign: Individual Data to add different Range Table Codes to each selected record.

To delete one or more DeductIT Code records from the open record, complete the following steps:

Check the box on each record to be removed.
Click on the Delete Selected button in the left pane.
A message appears verifying the record should be deleted. Click on Yes to continue.
Note: This action removes this DeductIT code from this record only, it does not delete it from the DeductIT Code configuration screen.

All DeductIT Codes currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

Click the expand arrow and enter the filter criteria.
When the criteria have been entered, click on the Filter button to apply the filter.
To remove the filter and display all records, click on the Remove Filter button.
To view a specific record, click the expand arrow on the record.
The Range Table Code can be added or edited from this screen.

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.

The alphanumeric short name or abbreviation for the range table to be used with this assignment.