...
To access and manage the "Revenue Distribution Scheduler" feature, the user needs to have the required role in his profile right linked to their role. The right is called “Finance Manager “ (the main finance manager permission).
...
Create distribution task
Go to the "Revenue Distribution Scheduler" menu in the Finance Manager
Select "Create distribution task"
Add the required fields to create the new tasks
Task name (any name works)
Admin organisation organization (Revenue Distribution is done at AO level)
Distribution type (always select “Standard” for the basic configuration - click on “?” if you need more information)
Description (optional)
Configure distribution task
...
You can consult all schedules on the "Revenue Distribution Scheduler" menu in the Finance Manager
It is possible to filter the schedules (e.g: based on the Admin OrganisationOrganization)
You can activate/deactivate a task using the toggle button (Active / Inactive)
You can consult all Revenue Distribution reports created based on a task using the right arrow (highlighted in the screenshot below). When a revenue distribution is created, it’s possible to use the hyperlink to go directly to the report, also available in the Revenue Distribution Tab
Once a Revenue Distribution is created (from the scheduler or not), it is directly available in the tab Finance Manager > Revenue Distribution.
Dependencies
The revenue Distribution Scheduler is based on the Revenue Distribution rules already configured in the system (reservations are picked up based on what has been configured)
Revenue Distribution Scheduler creates Revenue Distributions Reports, available in the “Revenue Distribution” tab. Those Revenue Distribution can be exported manually or with API, as any other revenue distribution (https://developers.maxxton.com/maxxton/v1/swagger/index.html#/AdminOrganisation/getRevenueDistributionJournals )
Revenue Distribution Scheduler will automatically update the last Revenue Distribution Report “Completed” (not validated yet) to “Verified” (validated) to create a new Revenue Distribution. Therefore, it is not required to update manually the status of the Revenue Distribution Report to “Verified” if the Scheduler is configured.
...