What can the Enterprise do in the Pending Settlement Detail View?

• Related Articles

• What can a CPO do in the Pending Settlement Detail View?

  For CPO: They see settlements that have been submitted and sent over by the Enterprise as pending. They cannot make any changes to the page. They can either reject or approve and settle the report. They can also review reports that are currently ...

• What information is available in the Settlement list view?

  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 ...

• Which settlement statuses can appear in the Pending Approval tab for Enterprise and CPO respectively?

  For Enterprise, the Pending Approval tab shows settlements with these statuses: Draft, Rejected, and Approved. For CPO, the Pending Approval tab shows settlements with these statuses: Rejected and “Submitted and Pending Approval”.

• What happens after the CPO Rejects or Approves on a settlement report?

  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 ...

• Who has permission to edit specific fields within an individual settlement report?

  For an Enterprise: Only the Enterprise can edit Session Revenue Items. They can remove revenue line items based on preference. Actions on a settlement report by an Enterprise: A button at the top right is shown. When status is “Draft”, the button ...