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Access Payout Summary – Payees by Period

2 views 0 June 26, 2021 kbadmin

You can access the Payout Summary – Payees by Period by clicking the Payout Summary – Payees by Period link as depicted in the following figure:

Upon clicking this link, the following form is displayed.

This prompt displays Select Year, Start Period, and End Period parameters and Values field to display the corresponding parameter values. By default the Value field of Select Year is filled with the value “ALL”.

You can click the  (lookup) buttons adjacent to the Select Year, Start Period, and End Period parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.

The Search window for Select Year displays the Fiscal Year values. You can click on any of these values to select a year.

The Search window for Start Period displays the Period Number values. You can click on any of these values to select a period.

The Search window for End Period displays the Period Number values. You can click on any of these values to select a period.

You can also use the Search field to find a value present in the Search windows.

Click the  button. The search operation is performed using the entered Select Year, Start Period, and End Period parameters and the report is generated. A sample report is displayed in the following diagram:

The contents of the report are the following:

Column Name Description
Payee Displays the payee name.
Plan Displays the plan name.
Sum Pay Amt Displays the sum pay amount.
Adj by Draw Displays the adjustment by draw.
Adj by Guar Displays the adjustment by guarantee.
Adj by Cap Carry Displays the adjustment by cap carry amount.
Adj by Cap Displays the adjustment by cap amount.
Adj by Adv Displays the adjustment by advantage.
Recovery Displays the recovery amount.
Adj Payout Displays the adjustment payout amount.
Inter. Amt Displays the inter amount.
Other Adj Displays the other adjustments.
Payout Amt Displays the payout amount.
Currency Displays the currency.

 

The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.

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