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Distribution Processing

The Distribution Processing screen allows the TSM user to create a file of all distributions that were processed for a specified time frame.

How to access the Distribution Processing screen

Click the Trading menu, then click Distribution Processing. The Distribution Processing screen appears.

How to use the Distribution Processing screen

Use the following to generate a file of distributions on the Distribution Processing screen.

1.   Click Trading, then Distribution Processing. The Distribution Processing screen appears.

2.   Select the Plan (down arrow towards top right), or click the Process All Plans checkbox.

3.   Choose the correct Trustee: from the drop down. The drop down only displays the trustee that is applicable to the Plan.

4.   Enter the date range in the From: and To: fields.

5.   Click Process. The distribution report is now located in the Job Queue.

Explanation of Fields

Field Name	Field Description
Process All Plans	To process the distribution file for all Plans you should select this box. If you only want a specific Plan, then click the Plan: at the top to search and select a specific Plan.
From: and To:	The date range that the distributions were processed.