Course Details Maintenance - Agent tab (Future 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:
• Community member with any of the three community record types selected.

See Maintaining community members in the Community manual.
• Creditor in Creditor Maintenance with a Category of Agent.

See Maintaining creditors, Creditor Maintenance - Account tab in the Creditors manual.
• Relation of the student.

See the Relation tab of Future Student Maintenance. See Future Student Maintenance - Relations tab.

Opening the Agent tab

To open the Agent tab:

Select Module > Future Students > Future Student Maintenance from the main menu.
The Set Future Student Search Criteria window is displayed.
Tip: You can also access the future student functions by clicking .
Search for the future student. See Searching for future students.
Open the Courses tab of the Future Student Maintenance window.
The Courses tab of the Future Student Maintenance window is displayed.
Select the course to maintain.
Click .
The Enrolment tab of the Course Details Maintenance window is displayed.
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.