Settlement Cockpit 

Definition

Tool used to prepare the transferred data or subsequently entered data from tours and customer visits for route settlement.

Use

Drivers returning from a tour, deliver the documents belonging to their tour to the settlement office. These include, for example:

·        Documents

·        Cash

·        Credit cards

·        New orders

·        Miscellaneous tour data

You carry out the administrative part of a tour in the settlement office. You use the Settlement Cockpit to:

·        Display tour data

·        Make corrections to the entered tour data

·        If necessary, enter additional data manually.

Once the tour data has been processed in the Settlement Cockpit, the system issues a status for each tour. This status indicates if there were any errors or releases the tour data for further processing (final settlement run). In the final settlement run the system creates documents based on the tour data in the ERP system.