Add Program
Add an Accreditation Program when you want to recognize an educational institution for maintaining outstanding standards.
The Add Program page is divided into three sections:
- Accreditation Setup
- Fee Setup
- Price Setup
To add an Accreditation Program, complete the following steps::
- Go to . The Add Program page opens.
- Complete the Accreditation Setup section fields as described in the table below:
Field Required Description accreditation code Optional Enter the code used to identify this Accreditation Program. accreditation Required Enter the friendly name for the Accreditation Program. - Complete the Fee Setup section fields as described in the table below:
Field Required Description business unit Required Select the business unit to be used for the fee processing for this Accreditation Program from the drop-down menu. project Optional Select the project this Accreditation Program is related to from the drop-down menu. fee name Required Enter the name of the fee for the Accreditation Program. description Optional Enter a short description of the fee in this field. - Complete the Price Setup section fields as described in the table below:
Field Required Description display name Required Enter the name of the fee as it will be seen by the users. price code Optional Enter the price code for the fee that will be used to identify the Accreditation Program price. price Required Enter the price for the Accreditation Program. split revenue among multiple accounts? Optional TBD a/r account Required Select the account for Accounts Receivable from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. The account you choose is debited every time you sell an event registration. revenue account Required Select the account for revenue from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want.
This account is credited when you sell an event registration, and debited when you void an invoice in a closed batch
liability account Required Select the account for liability from the drop-down box. This account is credited when a paid invoice is canceled. return account Required Select the account for return from the drop-down box. This account is debited when an invoice is canceled. For most associations, the return account is the same account used for the revenue account.
write off account Required Select the account for Accounts Receivable from the drop-down box. This account is debited when you create a write off. This is typically an expense account or the revenue account for the product.
deferred? Optional Click this check box if the invoice payment for the event is deferred. Once you click this check box, a drop-down box appears. Select an account from the drop-down box.
If you check this check box the following happens:
If a registration is deferred, the deferred account is credited at the time the registration is sold. This account is debited when the recognize revenue process is run for the appropriate period.
If you have checked the ‘deferred’ check box on the product, it is not credited until you run the recognize revenue process for the period in which the ‘recognize after’ date for the product is included.
- Click the Save button to create a new Accreditation Program. Click the Cancel button to clear your changes and return to the previous page.