Adding a Settlement Rule

Contents

Overview

This topic contains instructions on how to add a settlement rule.

Instructions

To add a settlement rule, perform the following steps:

  1. Click Settlement Rules under the PARTNER RELATIONS space in the navigation menu.



  2. Click Add Settlement Rule on the upper right hand portion of the UI.



  3. When the Add Settlement Rule window appears, fill in the fields. The sections marked with a red asterisk are mandatory.


    Use the information in the following table to help you fill in the fields.

    Field NameActionRequired
    Start Date The Start Date from which the offer can be used, in case it will be activated. Mandatory
    End Date The End Date when the offer can be used.Optional
    Product Choose the Product with which the settlement rule is created from the drop-down menu. Mandatory
    OfferChoose the Offer with which the settlement rule is created from the drop-down menu. Mandatory
    Organization Choose the Organization with which the settlement rule is created from the drop-down menu. Mandatory
    Agreement Choose the Agreement with which the settlement rule is created from the drop-down menu. Mandatory
    Settlement Model Choose the Settlement Model with which the settlement rule is created from the drop-down menu.Mandatory

    4. Click Add to add the required Product.



    When the Product Selection window appears, select the product, and then click Select.
    Click Add to add the required Settlement Model.



    When the Settlement Model Selection window appears, select the settlement model, and then click Select.



  4. When you are finished filling in the details of the settlement rule you want to add, click Save. The settlement rule that you just added will appear in the list of settlement rules in the Settlement Rules section.

Revision History

Version Description
2019.08 Initial release.
2019.12 Added Contents and Revision History sections.