Using the Agent Commission Schedule Maintenance window

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 in the Curriculum manual.
Display agent invoices that have been authorised. See Displaying authorised agent invoices in the Curriculum manual.
Reverse the authorisation of selected entries.

Opening the Agent Commission Schedule Maintenance window

You can open the Agent Commission Schedule Maintenance window from either of two windows:

Commission Rules tab of Course Agent Maintenance
To open the Agent Commission Schedule Maintenance window from the Commission Rules tab:

Open the Commission Rules tab of Course Agent Maintenance. See Course Agent Maintenance - Commission Rules tab in the Curriculum manual.
The Commission Rules tab of the Course Agent Maintenance window is displayed.
Select the agent to view the commission schedule for.
Click.
The Agent Commission Schedule Maintenance window is displayed.

Agent tab of Course Details Maintenance
To open the Agent Commission Schedule Maintenance window from the Agent tab:

Open the Agent tab of Course Details Maintenance.
The Agent tab of the Course Details Maintenance window is displayed. See Course Details Maintenance - Agent tab (Current students) in the Current students manual.
Select the agent to view the commission schedule for.
Click.
The Agent Commission Schedule Maintenance window is displayed.

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

Fields

Field	Description
Course	Select the drop-down list to filter students who are enrolled in the main commission linked courses.
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. 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.
Commission Control Code	Filter based on the agent's rules being used.

Buttons

Button	Description
	Load the relevant student courses for the filter selection.

Student Courses not assigned to Invoice area fields and buttons

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

Button	Description
	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 ( and so on) to change the order of the students to match the agent's invoice.
	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.
	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 buttons

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 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.
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
	Move the selected record up ten positions.
	Move the selected record up one position.
	Move the selected record down one position.
	Move the selected record down ten positions.

Alert Message and Total Commission area fields

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 (Current students) in the Current students manual.
Calculated	Total of the calculated amounts.
Claimed	Total of the claimed amounts.
Paid	Total of the amounts authorised against the agent's invoice.

Common buttons

Button	Description
	Save the changes and close the window.
	Authorise the invoice for payment, if the Calculated and Claimed totals match. 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. In this situation, the following message is displayed. Check the figures and if necessary contact the agent to correct their invoice.
	Set the selected records to unauthorised.
	Cancel the changes and close the window.