Course Details Maintenance - Agent tab (Current students)

The Agent tab is used to:

  • maintain relationships with a student's agents
  • nominate the agent who receives the commission, if the student has a relationship with more than one agent
  • maintain the nominated agent's:
  • control account, override rate and schedule, if commission is payable
  • commission alert, if required.
  • view the nominated agent's invoice details for the selected course and student.

The agent is set up as a:

 

 Opening the Agent tab

To open the Agent tab:

  1. Select Module > Students > Current Student Maintenance from the main menu.
    The Set Current Student Search Criteria window is displayed.
    Tip: You can also access the current student functions by clicking .
  2. Search for the student. See Searching for existing students in the Current students manual.
  3. Click the Courses tab.
    The Courses tab of the Current Student Maintenance window is displayed.
  4. Select the course to maintain.
  5. Click .
    The Enrolment tab of the Course Details Maintenance window is displayed.
  6. Click the Agent tab.
    The Agent tab of the Course Details Maintenance window is displayed.


Course Details Maintenance - Agent tab key fields and buttons
Relations who are agents area fields and buttons
Grid area fields

Field

Description

Name

Agent's name.

Address

Address details of the agent. Addresses and other details are maintained in Community Maintenance. See Maintaining community members in the Community manual.

Phone

Agent's home phone number.

Mobile

Agent's mobile phone number.

Occup

Agent's business phone number.

Buttons

Button

Description

Launch into Creditor Maintenance for the selected agent. See Maintaining creditors in the Creditors manual.

Add an agent to the student's list of relations. See Adding agent relationships to students.
The Create Agent Relationship window is displayed.

Select the agent from the drop-down list and click .

Note
: The creditors shown have a Category of Agent set on the Account tab. See Creditor Maintenance - Account tab in the Creditors manual.

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.

Fields

Field

Description

Agent

Select the agent who enrolled the student from the drop-down list. The available agents are listed in the Relations who are agents area.

Commission Payable

Clear this field if commission is not payable to the agent. By default this field is selected and commission is payable to the agent for enrolling the student in the course.

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.

Clear this field if no alert message is required.

Comm. Alert Message

Text of the alert message appearing on the Agent Commission Schedule Maintenance window, if Commission Alert is selected.


Buttons

Button

Description

Launch into Creditor Maintenance for the nominated agent. See Maintaining creditors in the Creditors manual.

Launch into Creditor Maintenance for the head office creditor, if applicable for the nominated creditor. A head office creditor is used if the:

  • invoice is received from the linked creditor
  • payment is made to the head office creditor.

Update the agent's commission schedule and invoices. See Using the Agent Commission Schedule Maintenance window.


Invoice area fields

Field

Description

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.
In the following example, the claimed amount has been entered on the Agent Commission Schedule Maintenance window from the agent's invoice.

The highlighted figure from above is used for the Claimed Amount field.

See .

Paid Amount

Amount of commission authorised to be paid to the agent.
In the following example, the invoice has been approved on the Agent Commission Schedule Maintenance window.

The highlighted figure from above is used for the Paid Amount field.

See .

Common buttons

Button

Description

Launch into Course Maintenance for the current course. See Maintaining courses in the Curriculum manual.