Manage Your Reconciliation Schedule

In Partner Ecosystem Management, you can:

• Create Reconciliation schedules
• Edit Reconciliation schedules
• Delete Reconciliation schedules

When creating a Reconciliation schedule, you select:

• A Reseller (Service Provider) with whom you have a partnership
• The date and time when the system should process the Reconciliation Report(s) uploaded via SFTP.

Note: Creating a Reconciliation schedule is required before you can reconcile data. After you create a Reconciliation schedule, the Reconciliation page shows the upload and download folder paths for the Reconciliation Report. These directories are where you can upload and download the Reconciliation Report. To upload a Reconciliation Report, you must create a folder with the same structure as the upload path on the Reconciliation page. Note: You must configure your SFTP settings before you can set a Reconciliation schedule.

1. Navigate to Platform Settings > Reconciliation in Partner Ecosystem Management.
2. Select what you’d like to do:
   • To create a Reconciliation schedule, select the Add New Schedule button. The New Schedule page appears. Edit the fields as required. See the tables below for more information. Select Save. You have successfully set a schedule for the Reconciliation process.
   • To edit a Reconciliation schedule, locate the Reconciliation schedule you want to edit and select the three dot menu on the same row. The options menu appears. Select Edit Schedule. The Edit Schedule page appears. Edit the fields as required. See the tables below for more information. Select Save. You have successfully edited the Reconciliation schedule.
   • To delete a Reconciliation schedule, locate the Reconciliation schedule you want to delete and select the three dot menu on the same row. The options menu appears. Select Delete Schedule. A box appears to confirm your choice. Select Delete Schedule to confirm. You’ve successfully deleted the Reconciliation schedule.

• Reconciliation Schedule Details

Parent topic:Reconciliation

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Reconciliation Schedule Details

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Settings Details

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Frequency Details