The action commands are to the rights of the tool bar. Actions are applied only to selected statements in the statements record list view.The royalty statements view has three actions; Add/remove tag, Set status and Rebuild.
The Add/remove tag actions assigns a tag to the selected royalty statement record(s). A tag is a static filter. From the Filter & tags… dropdown list you can filter the record list to show only statements with a specified tag.
To add a tag, first select the record(s). Then select Actions: Add/remove tag and press the Go button. The select an existing tag or type the name of a new tag. Press OK.
Every royalty statement has a status. Status can be pending, verified or issued. New royalty statements cannot be created for a specified author & contract unless the prior statement(s) have a status of issued.
The Set Status action can update the status of many statements at one time. First, select the royalty statements to update. Then select Actions: Set status and press the Go button.
The Royalty statements modify window appears. To mark a statement as status select the Statement closed/issued checkbox and enter a date. Statements with a status of issued cannot be deleted nor modified. Press OK when finished.