How to create a settlement

Before you start

Your role is Cashier and settlement officer, Site manager or Central manager.
The producer has completed batches with oil not yet settled, at this site.
Ideally the batches already have a quality decision; otherwise the draft will have a blocker.

Press Settlement in the row of screens.
Press New producer settlement.
Search for and choose the producer.
Under Gross allocation lines, tick the batches you want to settle. Each line shows the gross and whether it is Classified or Not classified yet.
Check the button: "Create draft: N lines, gross …".
Press it. The Settlement draft opens with "✓ Saved as a draft · …". A draft is saved automatically; if you stop here, you find it later in the list under Open (drafts).
Check the source lines, the totals and the blockers. To finalize it, see How to finalize a settlement.

…it says "This producer has no production to settle…". The producer has no completed batches with unsettled oil at this site. Check the site in the context bar.
…the producer's agreement settles per batch. Tick one batch per draft. Otherwise the draft will have a blocker.
…it says "A request awaits confirmation…". Press Resend (same request). No second draft is created.
…I do not see the New producer settlement button. Your role is read only.