Using the Agent Commission Schedule Maintenance window

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 (on page ).

Commission Control Code

Filter based on the agent's rules being used.

Button

Description

Load the relevant student courses for the filter selection.

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.

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.

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 (on page ) 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.

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.

Claimed Amt.

Amount claimed by the agent for enrolling the student in the course.

Authorised Amt.

Amount authorised, if applicable.

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

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 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.

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.