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Contract

Print Company Settlement Report

From the Contract Listing screen, you can view and print Company Settlementreports.

Ribbon Access: Contract > Contracts

The Contract Listing screen will be displayed.

  • Click on the drop-down arrow in the Site field and select from the list, the Site that you wish to work in.
    • In this image Durban has been selected.
  • Note: The Company Settlement print option will not be available until a Site is selected.

  1. Upon opening, this screen will default to the Active status, listing all the Active contracts for the selected site.
  2. Click on the drop-down arrow in the status field and select an alternative status if required.
    • Note: Company Settlement reports can only be viewed and printed in the
      • New,
      • Released
      • Active
      • Hold and
      • Suspend states.

Select the Contract

  1. Select the row of a contract. The Company Settlement report option will not be available in the Print drop-down list if a contract row is not selected.

Print Company Settlement Report

  1. Click on the arrow icon in the Print button.
  2. From the Print drop-down menu displayed, click on Company Settlement.

  1. A Report Generation message box will pop up asking:
    • Do you want to print the company wide settlement report?
  2. Click on Yes.

View Company Settlement Report

  1. The Report Preview screen will be displayed.
  2. From here you can View, Print, Export or Email the Company Settlement report.
  3. Close the Report Preview screen when you are done.