The Agent tab is used to:
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- Community member with any of the three community record types selected.
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See Maintaining community members in the Community manual.
- Creditor in Creditor Maintenance with a Category of Agent.
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See Maintaining creditors, Creditor Maintenance - Account tab in the Creditors manual.
- Relation of the student.
See the Relations tab of Past Student Maintenance. See Past Student Maintenance - Relations tab (on page ).
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Course Details Maintenance - Agent tab key fields and buttons
Relations who are agents area fields and buttons
Grid area fields
Field | Description |
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Name | Agent's name. |
Address | Address details of the agent. |
Phone | Agent's home phone number. |
Mobile | Agent's mobile phone number. |
Occup | Agent's business phone number. |
Buttons
Button | Description |
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Launch into Creditor Maintenance for the selected agent. | |
| Add an agent to the student's list of relations. |
Nominated Agent area fields and buttons
If there are several agents with relationships with the student, select the nominated agent. An invoice can be authorised when submitted by the nominated agent.Anchor
Fields
Field | Description |
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Agent | Select the agent who enrolled the student from the drop-down list. |
Commission Payable | Clear this field if commission is not payable to the agent. |
Commission Control | Commission rule that applies to the agent. This determines the default percentage commission paid to the agent. |
Override Rate (%) | Override the percentage commission paid to the agent. |
Commission Alert | Select to display an alert message on the Agent Commission Schedule Maintenance window. This is used to display relevant information when users are authorising invoices. |
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Comm. Alert Message | Text of the alert message appearing on the Agent Commission Schedule Maintenance window, if Commission Alert is selected. |
Buttons
Button | Description |
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Launch into Creditor Maintenance for the nominated agent. |
| Launch into Creditor Maintenance for the head office creditor, if applicable for the nominated creditor.
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| Update the agent's commission schedule and invoices. |
Invoice area fieldsAnchor
Field | Description |
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Number | Invoice number of the agent's invoice. |
Date | Date of the agent's invoice. |
Claimed Amount | Amount of commission claimed by the agent for enrolling the student in the course. |
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Paid Amount | Amount of commission authorised to be paid to the agent. |
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Common buttons
Button | Description |
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Launch into Course Maintenance for the current course. |