How to Create Settlements
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Go to the Action menu then Settlements > Create Settlements.  Image Removed Image AddedIf this is the first time you are creating settlements in the Operations App, you will be asked to select a date as a starting point. It is recommended to leave the default date "1/1/1999". Changing the date could cause a settlement number of -1.  Image Removed Image AddedMake sure all fields are filled out in the Create Settlements form.
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Create Settlements Form
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Field Name | Description |
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Begin Date | The start and end |
date that date that you would like to include orders from. |
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Setting the settlement Begin Date and End Date will not prohibit orders/stops prior to that date from being included. Any stops with updated pay will be included in that settlement batch. |
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End Date |
Settlement Based Upon | Settlements are based on one of the following. |
the the Delivery To date. Actual Delivery Date - Settlements will include orders based on the actual Delivery Date. This uses localized delivery date/time stamps. Ready Time From Date - Settlements will include orders based on the Pickup From date.
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title: Settlements will include orders that have not been settled up to the End Date This includes unsettled orders before the Begin Date. |
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Include Fleets | The selected fleets. | Info |
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All available fleets may not be visible. Click the Select Fleets button to view/select additional fleets.  Image Modified
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Include Driver Classes | The selected driver classes that will be included in the settlements. |
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How to Configure Items Displayed in Settlements
Adjustments to which items are displayed in the driver settlement reports are configured in the Settlement Rollup and Driver Pay Settlement Rollup columns in the Items section.
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Troubleshooting
Warning! Unverified Orders Found
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This is expected because when a settlement is created, the actual pay that shows up in the settlement is copied over to the settlement and is no longer tied to the pay on the order itself. If you wish to have the pay changes found on the order applied to the settlement, the settlement would need to be canceled and recreated.
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