Before you begin ensure that the events that you want to settle have been assigned an 'Organization' on the Event Configuration - Events|Basic page.
To create a settlement:
1.Open Organization Management from the Desktop.
2.Select the Settlements tab.
The Settlements|Search page appears.
3.Click 'Create New'.
The Settlements|Basic page appears.
4.Complete the following field:
a.Settlement Name: Enter a descriptive name for the settlement (Hamilton 2024 Weeks 1-12).
b.Settlement Organization: Click 
to search for the organization that the settlement is being processed for.
Once you have selected an organization, the buttons in the settlement events section appear.
c.Description: Enter a description for the settlement in the 'Description' field.
5.Click '+ Add Events'.
6.Search for the event(s) that you want to settle.
The results are automatically filtered to only include events associated with selected 'Settlement Organization'.
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Information Events can only be part of one settlement. |
7.Click 'Create'.
The system calculates the settlement amount for the selected event(s) and displays the relevant information.
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Information If there is a One Time event fee on a contract in the settlement, the 'Remaining Settlement Amount' will be rolled up into a single value instead of being displayed for each event. |
Once you have created the settlement, you will have to add a payment.
