Are settlement reports created manually or automatically?
Are settlement reports created manually or automatically?
All settlements are autogenerated by the system based on the frequency chosen during contract creation. On the first of each month, a Draft settlement report is created automatically.
The Settlement module uses a strict Transaction Locking Mechanism. Once transactions are included in a settled settlement report, they are marked as “Settled” and excluded from all future settlement calculations. The system also generates granular, ...
The Settlements list view screen has two tabs: The Pending approval tab which holds all settlement reports that need to be approved and submitted by the Enterprise, and reports that have been rejected by the CPO. For Enterprise: It shows all ...
If Rejected: The user is sent back to the Pending Approval tab. The rejected report is also sent to the Pending Approval tab. For Enterprise, the report status becomes Rejected and moves from the Settlement Reports tab back to Pending Approval. If ...
For Enterprise: They can open all auto-generated settlements, settlements rejected by the CPO, and settlements approved by the CPO. They can edit only the Session Revenue Items section. Once edited and submitted, the status for Enterprise becomes ...