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

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• Why am I unable to find a particular settlement report?

  If you are unable to find a settlement report which you are looking for, please check that the report caters to the following Settlement Rules in the system: Minimum settlement period: 1 day. Maximum settlement period: 1 year. There must be at least ...

• 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 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 ...

• 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.

• How does the system ensure data integrity for settlement reports?

  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, ...