List Settlements displays all settlements for a location.  The settlements are listed in descending order by work date.

To View List Settlements

From the main button bar, click the Settlements button.  The List Settlements dialog appears. All open settlements for the work location are displayed.

When List Settlements is initially displayed, all open settlements will be shown.  Filtering the settlements can be done by using one or more of the following fields:

To Filter Settlements

From the List Settlements screen, there are four fields you can choose from to filter the results:

Work Date - Work date associated with a particular settlement number.  If work date is entered, the settlement(s) for that work date will be displayed.

Settlement No - Sorts list by settlement number.  If a settlement number is entered, only that settlement will be displayed.

Settlement Status - Filters the settlements by the status selected from the drop-down.

Settlement Type - Either CSC/Online-Agent or Deferred

 

To View Settlement Status History

In the List Settlements screen (above), Click the Select button next to the settlement to view. The Maintain Settlement screen will open.

Click the View Settlement Status History button to open the View Settlement Status History screen.

 

The View Settlement Status History for Settlement nnnnnnnnn screen opens and displays the history of the settlement activity. (The nnnnnnnnn is the settlement number selected to view.)