Why am I unable to find a particular settlement report?

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• 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 ...

• 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, ...

• What happens to transactions that are not included in an older settlement?

  Transactions that were excluded in older settlements are carried forward and shown in the upcoming settlement report.