Introduction
This article shows steps, which clubs may take to recalculate settlements on specific contracts. When you make mass changes on Payment Plans (i.e. during mass freeze of memberships), sometimes, the system would need additional recalculation of settlements of your club members. This can be done by creating report and using the data from this report to do the recalculation.
We recommend that only system administrators perform this action due to its complex effect.
Before you start
Create the report with membership numbers which you want to recalculate.
Go to the PGM -> Reports and select the appropriate report that allows you to generate User Number, i.e. All members, Members statistics, New club members, New contracts, or All contracts. The type of report depends on the data that you want to recalculate.
You would need some basic Excel skill to generate the report.
Instruction
1. Go to the PGM -> Settings-> Support tools -> Actions
You can find the Settings icon in the right upper corner, next to the Knowledge Base (question mark icon).
2. Fill in the fields:
- Users: please paste the User numbers from the file, that you’ve generated.
- Type: choose UserNumber
- Action: select Recalculate Settlements
3. Click Run to confirm.