Digital Assistance Delivery through Service Providers

Digital Assistance Delivery through SCOPECARDs

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Approving Settlements

Introduction

Overview

Approving settlements is part of the retailer settlement process which involves initiating and processing invoices. Invoices are used to make payments to retailers and comprise of a group of transactions.

Approve a settlement after it has been verified as part of completing the retailer payment process.

Who is responsible for approving settlements?

Logistics and Finance are responsible for approving settlements. Check with your Country Office to confirm who in Logistics and Finance is responsible in your country.

Why is approving settlements important?

Retailer settlements must be approved to ensure retailers receive the correct payment. Records from retailer settlements will be used to ensure WFPWorld Food Programme has paid the correct amount of money during a distribution cycle.

What do I need to do before approving settlements?

Ensure that settlements have been created and verified for retailer transactions in your intervention.

Where can I learn more?

For more information on approving settlements, clickhere to explore related Digital Assistance Services Academy Learning Channel materials.

Instructions

To approve a settlement, log in to SCOPE and perform the following steps:

  1. In the Country Office page, click RETAILER SETTLEMENTS > Retailer Settlements > Approve Settlements in the menu.

  2. In the Approve Settlements page, enter the information you want to filter the settlements by, then click Filter results.

    Note: You must filter for settlements with the "pending approval" status.

  3. A list of filtered settlements is displayed in the Approve Settlements page. The status of each settlement is also displayed in the list.

    To download the list as a CSV file, click Download CSV. You will automatically receive an email containing a link to the CSV file.

  4. Click Select for the settlement you want to approve.

  5. In the Settlement Request Details page, click the Download PDF drop-down menu and select one of the following:

    • Summary for a summary of the settlement details only.

    • Without Commodities for a summary of the settlement details with a list of all transactions and without a quantity summary of the commodities involved.

    • With Commodities for a summary of the settlement details with a list of all transactions and with a quantity summary of the commodities involved.

  6. You will automatically receive an email containing a link to a PDF for the selected settlement. Download the PDF and physically check that all the settlement details are correct. Ensure the invoice amount and retailer are correct.

  7. In the Settlement Request Details page, click Approve if the settlement details are correct or click Deny if the settlement details are incorrect.

Know them better, to serve them better.

World Food Programme