Review Actions That Are Outside of Terms

When an action occurs that falls outside the established contract terms between a partner and your program, that action is considered outside of terms. Outside terms actions are automatically reversed, but can be modified for approval manually.

Approve outside of terms actions

1. From the left navigation bar, select [Engage] → Transactions.

2. Select Pending Payouts → Outside Terms.

3. Under the Actions column, select Approve.

   • This will override the reversal.

Filter & download outside of terms actions

1. From the filter bar beneath the page title, select or input a base filter.

   • Optionally, select [Add] to add additional filters to the filter bar.

   • When selecting filters, make sure to select [Search] for them to take effect.

   • See the references below for more details on each filter.

Base filters reference

Filter	Description
Partner	Filter actions based on the partner who generated it.
Event Type	Filter actions based on event type.
OID	Filter actions based on the order ID (OID) of the action.
Action ID	Filter actions based on the Action ID.

Additional filters reference

Filter	Description
Date Range	View actions over a specified date range.
Shared ID	View the SharedID of the action, if applicable.
Promo Code	View the promo code used, if applicable.
Reversal Reason	View the reason why the action fell outside of terms.

1. At the bottom of the page, select [Download] to download the list as a CSV file.