Custom Split Types
What are Custom Split Types?
With the "Custom Split Types" feature, you can create new sales splits within the Money Out Contracts of your rights-holders. This enables you to define specific contract-based splits and apply them when generating an Income Statement file. This enhances the accuracy and efficiency of income statement processing, making it easier for you to manage your financial data.
This feature requires skills and advanced knowledge of how Reprtoir works. Do not use this feature if you do not understand precisely what you are doing. Also, checking the results after royalty processing is crucial to make sure they match your expectations.
Where are the Custom Split Types settings?
Navigate to the left menu in the Workspace. Select your profile picture at the bottom. Click on "Settings". This will open a new tab. Under the "Parameters" section, select "Custom Split Types".
Adding Custom Split Types
To add a new Custom Split Type, navigate to the left menu in the Workspace. Select your profile picture at the bottom. Click on "Settings". This will open a new tab. Under the "Parameters" section, select "Custom Split Types".
At the top right of the list, click on the orange "Add Custom Split Type" button.
Enter the necessary data for the new Custom Split Type:
Details Tab
| Fields | Instructions |
|---|---|
| Name * | Enter the Split Type's Name (Mandatory) |
| Short Name | Enter the Split Type's Short Name |
| Contract Type | Select the Split Type's Contract Type |
| Statement Category Name | Enter the Split Type's Statement Category Name |
Once filled in, to save the new Custom Split Types, click on the orange "Save" button at the bottom right window. To cancel, refresh the page.
Editing a Custom Split Type
To edit a Custom Split Type, navigate to the left menu in the Workspace. Select your profile picture at the bottom. Click on "Settings". This will open a new tab. Under the "Parameters" section, select "Custom Split Types".
Find the Custom Split Type to edit in the list, and click the "Edit" button at the right of the list to open the page and edit the User.
To save, click on the orange "Save" button at the bottom right of the pop-up window.
Deleting a Custom Split Type
To delete a Custom Split Type, navigate to the left menu in the Workspace. Select your profile picture at the bottom. Click on "Settings". This will open a new tab. Under the "Parameters" section, select "Custom Split Types".
Find the Custom Split Type to delete in the list, and click the "Delete" button at the right of the list to open the page and edit the User.
This will open a pop-up browser alert at the top of the page.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Deleting a Custom Split Type is not allowed once it has been applied in the Royalty processing process.
Updated almost 2 years ago