TrailheadAccesses & LandownersOwner Access Balances
OB-02Owner charge creation

Create an Owner Balance Charge

The owner is paid later, so a field fact becomes a charge whose amount and origin can explain themselves.

Track

Owner Access Balances

Phase

Owner charge creation

Starts with

Owner-payout rule resolved

Ends with

Traceable owner charge handed off

You are here

OB-02
  1. OB-01Record Access Usage And Resolve The Rule
  2. OB-02Create An Owner Balance Charge
  3. OB-03Review Owner Balance And Activity
  4. OB-04Settle The Owner In SettleWise

The situation

The effective rule uses owner season payout. Trailhead calculates the amount from the saved rule snapshot and recorded quantity, then carries the operational trace into the owner balance and SettleWise handoff.

What starts it

OB-01 resolves an owner-season-payout rule for the Access usage.

How it unfolds

SystemOperationsManager
  1. 1

    Trailhead calculates the amount from the rule snapshot and quantity.

    System

    The guide never types or confirms the Agreement-derived charge.

  2. 2

    Trailhead creates the owner charge with its usage context.

    System

    This is the key moment: Access, Beat, Trip, Program, direction and date stay attached to the amount.

  3. 3

    Trailhead groups the charge by payee and currency.

    System

    Currencies remain separate so the balance never hides a conversion.

  4. 4

    Trailhead exposes the charge in balances and activity.

    System

    Management can move from the total back to the field event.

  5. 5

    Trailhead hands the charge to its SettleWise settlement record.

    System

    The financial record keeps an idempotent source and the operational trace.

Who's involved

System

Calculates and creates the charge from trusted usage and terms.

Operations

Uses the trace to understand why the charge exists.

Manager

Monitors exposure by owner and currency.

What each person sees

Operations

A charge with owner, source usage, rule basis, quantity and amount

Why: Explain the charge without reconstructing it manually.

Manager

Owner exposure separated by currency

Why: Understand the balance without unexplained totals.

The rule to remember

The guide records the field fact; the Agreement-derived snapshot creates the charge.