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.

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.

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.

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.

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 .

Launch into Course Maintenance for the current course.

See Maintaining courses in the Curriculum manual.