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

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

  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 ...

• 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 ...

• 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 ...

• 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 ...