Purpose of the Review Step

The Review step is the final validation stage before launching royalty calculations.

It provides a consolidated overview of the Royalty Statement Income, allowing you to verify that all data has been correctly imported, mapped, validated, and corrected.

No calculations are performed at this stage. The Review step is strictly a control point.

What Happens Before Review

The Review step is only accessible once the following steps are completed:

Mapping Data
Handling Amount Errors
Handling Data Errors

All blocking issues must be resolved before reaching Review.

What You Can Review

The Review screen presents a read only summary of the statement, including:

Statement Provider
Template Name
Reporting period
Currency
Number of statement lines
Number of matched lines
Number of quarantined lines
Total reported amounts
Total accepted amounts

This overview allows you to quickly confirm that the statement is consistent with your expectations.

Line Level Summary

The Review step also displays aggregated indicators about the statement content, such as:

how many lines are fully matched
how many lines were excluded or quarantined
how many rules were created during processing

This helps detect abnormal situations before calculation, such as unexpectedly high exclusion rates.

What You Cannot Edit at This Stage

The Review step is intentionally non editable.

At this point, you cannot:

change the Statement Template
edit mapping rules
modify amounts
correct data errors
unquarantine lines

If changes are required, you must go back to the relevant previous step.

Common Checks Before Proceeding

Before launching the calculation, you should always verify:

the correct Template Name was selected
the reporting period matches the statement
the currency is correct
the total amounts look reasonable
no unexpected quarantined lines remain

Skipping these checks can result in incorrect royalty balances.

Proceeding to Calculation

Once the review is complete and validated:

Click the “Launch Calculation” button
Confirm the action

This action is irreversible for the current Income.

From this point onward, Reprtoir will calculate royalties based on the validated data.

What Happens After Calculation

After calculation:

balances are generated
statements become available
rules applied during processing are saved
the Income becomes locked

Any mistake detected after calculation requires deleting the Income and re ingesting the statement.

Best Practices

Never rush the Review step
Always check totals against the original statement
Treat Review as a financial validation checkpoint, not a formality

Position in the Royalty Accounting Workflow

Review is the last safeguard before financial impact.

It ensures that only clean, validated, and intentional data enters the royalty engine, guaranteeing reliable accounting results.