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Use the Agent Commission Schedule Maintenance window to:

  • Display students who are on a course arranged by an agent.
  • Select student course enrolments to match with an agent's invoice.
  • Authorise agent invoices. See Authorising agent invoices
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    H_22132
    H_22132
     (on page ) in the Curriculum manual.
  • Display agent invoices that have been authorised. See Displaying authorised agent invoices (on page ) in the Curriculum manual.
  • Reverse the authorisation of selected entries.

 

 

Expand
titleOpening the Agent Commission Schedule Maintenance window

You can open

...

the Agent Commission Schedule Maintenance

...

 window from either of two windows:

  • Commission Rules

...

  •  tab of

...

  • the Course Agent Maintenance

...

  •  window
  • Agent

...

  •  tab of

...

  • the Course Details Maintenance

...

  •  window.


Commission Rules tab of Course Agent Maintenance
To open

...

the Agent Commission Schedule Maintenance

...

 window from

...

the Commission Rules

...

 tab:

  1. Open

...

  1. the Commission Rules

...

  1.  tab of Course Agent Maintenance.

...

  1. See Course Agent Maintenance - Commission Rules tab
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    H_22141
    H_22141
     (on page ) in the Curriculum manual.

...

  1. The Commission Rules

...

  1.  tab of

...

  1. the Course Agent Maintenance

...

  1.  window is displayed.

...


...

  1. Image Modified
  2. Select the agent to view the commission schedule for.
  3. Click

...

  1. Image Modified.
    Image Added

...

  1. The Agent Commission Schedule Maintenance

...

  1.  window is displayed.

...


Agent tab of Course Details Maintenance
To open

...

the Agent Commission Schedule Maintenance

...

 window from

...

the Agent

...

 tab:

  1. Open

...

  1. the Agent

...

  1.  tab of Course Details Maintenance.

...

  1. The Agent

...

  1.  tab of

...

  1. the Course Details Maintenance

...

  1.  window is displayed.

...

  1. See Course Details Maintenance - Agent tab

...

  1.  in the Current students manual.

...


  1. Image Modified
  2. Select the agent to view the commission schedule for.
  3. Click

...

  1. Image Modified.

...

  1. The Agent Commission Schedule Maintenance

...

  1.  window is displayed.
    Image Modified

 

 

Agent Commission Schedule Maintenance window key fields and buttons
Filter area fields and buttons

Fields


Image Modified

Image Modified
The agent defaults to the one selected on the previous window.
The relationship is set on the Relations tab of Current Student Maintenance. See Adding agent relationships to students

Field

Description

Course

Select the drop-down list to filter students who are enrolled in the main commission linked courses.


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Agent

Filter enrolled students with a relationship with the agent. If a second agent lists the selected agent as its head office, the second agent's students are also displayed.

Anchor
O_23533O_23533
Anchor
H_22117
H_22117
(on page ).


AnchorO_22114


O_22114

Image Modified

Commission Control Code

Filter based on the agent's rules being used.

Buttons

O_25641

Button

Description

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O_25641

Image Modified

Load the relevant student courses for the filter selection.

Student Courses not assigned to Invoice area fields and buttons
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Grid area fields

Field

Description

Student Name

Student's name in the format: Surname, First Name.

Course

Code for the course where commission is due to the agent for enrolling the student.

Status

Student's status in the course. For example, Confirmed, Cancelled, Finalised.


Buttons

O_22097O_26481


Image Modified

Image Modified

O_22099

O_22100

Button

Description

Anchor
O_22097

Image Modified

Move all of the students' courses to the right pane; that is, the Student Courses assigned to Invoice area.
Tip: Once the students' courses are moved, use the arrows ( Image Modified and so on) to change the order of the students to match the agent's invoice.

Anchor
O_26481

Move the selected student's courses to the right pane.
Tip: Double click on the student to move the course entry.
Note: We recommend that you select each student in the same order as the agent's invoice - this makes it easier to match the claimed amounts with the calculated amounts.

Anchor
O_22120O_22120
Anchor
O_22099

Image Modified

Move the selected student's course back to the left pane; that is, the Student Courses not assigned to Invoice area.

Anchor
O_22100

Image Modified

Move all of the students' courses back to the left pane.


Student Courses assigned to Invoice area fields and buttons
AnchorO_22101O_22101
Fields

Field

Description

Show all UnAuthorised

Display the details of any unauthorised agent invoices.

Include Authorised

Display the details of any authorised agent invoices.
See Displaying authorised agent invoices (on page ) in the Curriculum manual.

Invoice No.

Invoice number supplied by the agent.
When:

  • Adding a new invoice, type the invoice number in the field.

  • Viewing an existing invoice, select the invoice from the drop-down list.

Invoice Date

Date of the invoice supplied by the agent.
Type the date or select it from the calendar.

Grid area fields

Field

Description

Sort

Sort sequence number.
This changes when the order of the entries is changed. See the Buttons section below.

Student Name

Student's name in the format: Surname, First Name.

Course

Code for the course where commission is due to the agent.

Calc. Amt.

Calculated commission for the student and course, based on the agent's commission rules.

Claimed Amt.

Amount claimed by the agent for enrolling the student in the course.

Authorised Amt.

Amount authorised, if applicable.

Note: You can sort the grid data by clicking on the column headers.
Buttons

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Image Modified

O_19098

O_19099

O_22122

Button

Description

O_22121O_22121

Move the selected record up ten positions.

Anchor
O_19098

Image Modified

Move the selected record up one position.

Anchor
O_19099

Image Modified

Move the selected record down one position.

Anchor
O_22122

Image Modified

Move the selected record down ten positions.


Alert Message and Total Commission area fields
AnchorO_22102O_22102

O_22139


Image Modified

O_22125


Image Modified


Image Modified

Field

Description

Alert Message

Relevant information used when authorising invoices.
Maintain whether an alert is displayed and the alert message text on the Agent tab of Course Details Maintenance. See Course Details Maintenance - Agent tab in the Current students manual.

Calculated

Total of the calculated amounts.


Anchor
O_22139

Claimed

Total of the claimed amounts.


Anchor
O_22125

Paid

Total of the amounts authorised against the agent's invoice.


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Common buttons
AnchorO_22103O_22103

O_22104

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In this situation, the following message is displayed.
Image Modified
Check the figures and if necessary contact the agent to correct their invoice.

anchor

O_22107

Button

Description

Anchor
O_22104

Image Modified

Save the changes and close the window.

Authorise the invoice for payment, if the Calculated and Claimed totals match.
Image Modified
You are unable to authorise the invoice if the claimed amount does not match the calculated amount. In the example, $1200 commission is claimed for Lisa Commander's course enrolment but Synergetic calculated $1100 based on the commission rules.

Anchor
O_22123O_22123O_22106O_22106

Image Modified

Set the selected records to unauthorised.

Anchor
O_22107

Image Modified

Cancel the changes and close the window.