SETTLEMENT OF DATABASE & THE REPORTS

 
** How this works: If you want a fresh start in 2004, and you plan to keep all the financial records for 2004.  Now, all of your past contracts from 2003 and back still show 'U' for unpaid.  What you would like to do is wipe the slate with those contracts financially.  You want them to be at a status 'D', so you can start 2004 with only the 2004 contracts showing up on the financial reports.  This is what this update is for.
Instructions for the Database:

 
1.  Contact EBT for the link and download instructions for the Bk2Update.
2.  Once you've downloaded and started the install a white box should appear.

3.  Click on Backup first.  When it has finished backing you'll receive this pop-up.

4.  Then click on the from EBT in the top left corner

5.  A box will come up with MMDDYY in the field.  This is where you enter the date that you want the settlement to start.

** If you want the fresh start for 2004 than you would enter the date 12-31-03 (without the dashes) and every contract from 12-31-04 and backward would be changed to a status 'D'.

6.  Enter the date in MMDDYY format. Example: 123103

7.  Then click the Update button.
8.  When it has finished updating you will get this pop-up.

9.  Now you can go back into Book-It 2000
 
Instructions for the Reports:

 
** How they Work:  The two major financial reports that are affected by the Settlement process are the Artist Settlement Report and the Artist Statement.  The Artist statement should work no differently than it did before you started the settlement process.  The Artist Settlement report does work a little differently.

 
1.  Go into Book-It 2000, Contracts, and then Print Reports

2.  Choose Artist Settlement Report

3.  After the report has run a box will pop up.

4.  After you've run this report you have the chance to settle the contracts.  Much like the process above you can choose a date to have all of the accounts settled. 

Example: Run report for January 2004.  You want all contracts from January 2004 and back settled.  Enter the date: 013104 and every contract from January 2004 and back in the settlement report will be settled.

** If you don't want to settle, then click CANCEL!