New Statement Statuses
When not all statement items are allocated:
Partially Finalized:
Finalized:
Partially Ready
Allocated (green) | All items have been allocated. |
Allocated (orange with a number) | Partially allocated. Items not yet allocated indicated are with a number. |
Ready (blue with a number) | Statement items are partially ready to be allocated. Items not yet linked indicated are with a number. |
Finalized (orange) | Partially finalized. Once the remaining (not yet finalized) statement item is linked, it has to be allocated, and will therefore then change to Allocated (orange). This item will then be Finalized once the applicable financial period is Finalized. |
Finalized (grey) | All statement items have been finalized. |
New Statement Item Statuses
A statement item is an individual line item on the commission statement. You'll find this tab when you edit a statement.
Statement Item Finalized
Statement item Not Linked
What each Statement Item Status means
Not linked | Product agreement still to be created. |
Linked | Becomes payable. But compliance can still stop payments from being made. |
Allocated | Checks what statement items can be paid. I.e., what is compliant. |
Finalized | Paid |