An Owner balance agreement turns a field fact into a charge whose amount, origin, and payment period can explain themselves.
Track
Owner Access Balances
Phase
Owner charge creation
Starts with
Owner-payout rule resolved
Ends with
Traceable owner charge handed off
The effective rule uses Owner balance. Trailhead calculates the amount from the saved rule snapshot and recorded quantity, then adds it to the agreement's compatible cadence-period bill with the operational trace intact.
OB-01 resolves an Owner balance rule for the Access usage.
The guide never types or confirms the Agreement-derived charge.
This is the key moment: Access, Beat, Trip, Program, direction and date stay attached to the amount.
Agreement, payee, currency, and cadence period remain explicit; currencies are never silently converted.
Management can move from the total back to the field event.
The financial record keeps an idempotent source and the operational trace.
Calculates and creates the charge from trusted usage and terms.
Uses the trace to understand why the charge exists.
Monitors exposure by owner and currency.
A charge with agreement, cadence period, owner, source usage, rule basis, quantity and amount
Why: Explain the charge without reconstructing it manually.
Owner exposure separated by agreement, period, and currency
Why: Understand the balance without unexplained totals.
The guide records the field fact; the Agreement-derived snapshot creates the charge.