Reprocessing a Period
When you have created a Period and wish to make any further changes to your statements, you can simply reprocess your Period. Any changes made to the period setup or changes made to your income data, catalogue or contracts will be taken into account and update your statement output.
Curve will only recalculate those statements that are affected by changes. Any income data or statements for which the calculation setup has not been changed since the last time your Period was processed, and thus for which the statement output would not be different, will not be calculated again. This means reprocessing your Period will generally be a lot quicker than your initial Period run.
Alternatively, you also have the option to reprocess individual statements, by hitting the Reprocess button in the respective statement view.
Please be aware that
- there are certain changes that can trigger all statements to be reprocessed (such as changes to the Period setup or Statement Design, more info below).
- after you reprocess a Period, all of its statements will automatically have an Unpublished status. Any statements with a Published status would need to be published again after being reprocessed.
How changes in setup affect the reprocessing process
Changes that can trigger a full Period rerun
Period setup - Any changes to the Period setup (such as a change in Period name, change in Start/End Date, multicurrency Exchange Rates, ...) will trigger a full Period run.
General Statement Design - Any changes in your Settings that affect the statement creation (such as statement custom text, statement help email, statement design, company name, Home Currency, ...) will trigger a full Period run.
When all Payees / Contracts / Catalogue are re-saved via an Excel import - When exporting and importing an Excel template which holds either all of your Payees, Contracts or Catalogue; this will trigger a save on all of your Payees, Contracts or Catalogue respectively. This will make Curve assume changes have been applied to your entire setup, and therefore trigger a full period run.
Changes that can trigger a partial Period rerun
Saved changes to Payees - When you have saved changes to one or multiple Payees, all Contracts related to one of those Payees will be reprocessed. Any Contracts that are not related to any of these Payees will not be reprocessed.
Saved changes to Contracts - When you have saved changes to one or multiple Contracts that are part of a Period, these Contracts will be reprocessed. Also Contracts that are linked via the cross-contract feature will be reprocessed. Any other Contracts will not be reprocessed.
Saved changes to Catalogue - For any Tracks or Releases that have saved changes, any Contracts that are linked to these Tracks/Releases will be reprocessed. Also Contracts that are being added to/removed from a catalogue asset will be reprocessed.
Changes to the list of Included Income - When removing or adding an income file to the list of Included Income in your Period, Curve will recalculate the income lines that are part of this newly included/excluded income file. Income for income files that were already included or already excluded will not be recalculated.
Resaved, Reingested or Revalidated income file - When a change is made to a sales file, all included sales lines will be recalculated. Any sales files that have not been changed will not be recalculated. Though consequently the CSV and PDF statements of all affected Contracts will need to be recreated.
Manually adjusted income lines - When making manual changes to an individual sales line, either via the sales file page or Sales DB page, the entire sales file of which this sales line is a part of will be recalculated. Also the CSV and PDF statements of any affected Contracts will be recreated.
Saved changes to a Company - All Contracts associated with this Company will be reprocessed. Any Contracts not associated will not be reprocessed.
Saved changes to a Contract Term Group or Territory Group - Any Contracts that have a term that uses this Group will be reprocessed. Any Contracts that do not use this group will not be reprocessed.
Any contracts that are indirectly affected by one of the above changes via a cross-contract will also be reprocessed.
When no changes were made
When Curve does not find any changes that would affect the statement output, then the Period will automatically not be reprocessed.