Add Prices

Modules>Certification > Course > Find, Query, or Add Course > Course Profile > Fees Tab > Course Fees Child Form > Fee grandchild form > [add prices] link

Clicking the [add prices] link opens the Add-Course Fee page, which allows you to configure price information, assign G/L Account and Inventory Information, and configure some Price Attributes for the Course Fee.

This topic covers Adding a Course Fee.

Adding a Course Fee

  1. Go to Modules>Certification > Course > Find, Query, or Add Course > Course Profile > Fees Tab > Course Fees Child Form > Fee grandchild form > [add prices] link. The Add - Course Fee page opens.
  2. Fill in the Price Information section as described in the table below:
    Field RequiredDescription
    product nameRequiredDefaults to the name of the Course Fee.
    typeRequiredDefaults to the Course Fee type.
    display nameRequiredDefaults to the friendly name for the fee.
    priceRequiredEnter the dollar amount you would like to charge each registrant for this course fee.
  3. Select one or more methods by which to send the invoice in the Send Via section.
  4. Fill in the G/L Account and Inventory Information section as described in the table below:
    5. Field Required Description
    split revenue among multiple accounts? Optional TBD
    business unit Required TBD
    project Optional Select a project that was added when adding a business unit. You can search or query on this value later.
    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 field defaults to an account and not to blank. Make sure you select the account you want. This account is credited when a paid invoice is canceled.
    return account Required

    Select the account for return 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 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 field defaults to an account and not to blank. Make sure you select the account you want.

    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 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.
  5. Fill in the Product Price Attribute section as described in the table below:
    6. Field Names Required Description
    member? Optional Select the membership status for this fee from the drop-down list.
    member type Optional This field displays only when you select Member in the member field.
    member status Optional This field displays only when you select Member in the member field.
    source code Optional Enter the first few letters of the Source Code to see a list of matching source codes. Select your source code from the list.
    registrant type Optional Select a registrant type from the drop-down list.
    customer type Optional Select the customer type from the drop-down list.
    individual type Optional This field displays only when you select Individual in the customer type field.
    org type Optional This field displays only when you select Organization in the customer type field.
    non-profit? Optional This field displays only when you select Organization or Chapter / Affiliate in the customer type field.
    default rate - always available Optional Click this check box to make the current fee available always.
    fee class Optional Select a fee class from the drop-down list. Examples of fee classes include: early, late, or pre-reg.
  6. Click the Save button to add your course fee and return to the Course Profile. Click the Cancelbutton to return to the Course Profile without saving your course fee.