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
Anchor 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.
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the Agent Commission Schedule Maintenance |
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the Agent Commission Schedule Maintenance |
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the Agent Commission Schedule Maintenance |
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the Agent |
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Agent Commission Schedule Maintenance window key fields and buttons
Filter area fields and buttons
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Fields
Field | Description |
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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. |
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Commission Control Code | Filter based on the agent's rules being used. |
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Buttons
Button | Description |
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| Load the relevant student courses for the filter selection. |
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Student Courses not assigned to Invoice area fields and buttonsAnchor
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Grid area fields
Field | Description |
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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
Button | Description |
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| Move all of the students' courses to the right pane; that is, the Student Courses assigned to Invoice area. |
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| Move the selected student's courses to the right pane. |
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| Move the selected student's course back to the left pane; that is, the Student Courses not assigned to Invoice area. |
| Move all of the students' courses back to the left pane. |
Student Courses assigned to Invoice area fields and buttonsAnchor
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Fields
Field | Description |
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Show all UnAuthorised | Display the details of any unauthorised agent invoices. |
Include Authorised | Display the details of any authorised agent invoices. |
in the Curriculum manual. |
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Invoice No. | Invoice number supplied by the agent.
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Invoice Date | Date of the invoice supplied by the agent. |
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Grid area fields
Field | Description |
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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. |
| Oride. Amt. | Calculated amount excluded from the standard agent commission calculation recorded in the Calc. Amt field. Note: You can define the fee categories excluded from the standard agent commission calculation recorded in the Calc. Amt field using the OverrideCommissionRuleSeq field on the luDebtorFeeCategory lookup table. See luDebtorFeeCategory lookup table in the Finance manual. |
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
Button | Description |
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| Move the selected record up ten positions. |
| Move the selected record up one position. |
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| Move the selected record down one position. |
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| Move the selected record down ten positions. |
Alert Message and Total Commission area fieldsAnchor
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Field | Description |
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Alert Message | Relevant information used when authorising invoices. |
Calculated | Total of the calculated amounts. |
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Claimed | Total of the claimed amounts. |
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Paid | Total of the amounts authorised against the agent's invoice. |
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Common buttonsAnchor
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Button | Description |
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| Save the changes and close the window. |
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| Authorise the invoice for payment, if the Calculated and Claimed totals match. |
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| Set the selected records to unauthorised. |
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| Cancel the changes and close the window. |
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