Fee Tab
The certification fee is the fee that is required to enroll in the certification program. The Fee Tab on the Certification Program Profile contains one child form to add and list fee information.
This topic covers the Fee Tab on the Certification Program Profile and how to use the fee child form.
On child forms, you can see several icons that perform various actions when you click them. They are:
Icons | Actions | |
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expand/close icon to expand or close a child form. | ||
goto record icon to view that record's profile page. | ||
add icon to add a new record to the child form. | ||
edit icon to edit a record on the child form. | ||
delete icon to delete a record on the child form. | ||
grandchild form icon to expand or close a grandchild form. | ||
new window icon to open a child form in a new window. | ||
more info icon to see more information about the a record on the child form. | ||
linked headings to sort the records. | ||
refresh the data in the form. | ||
export the data to a quick report for download. |
Fees
Add a certification fee when you want to associate a price with a Certification Program. Adding a certification fee creates a product code and price and sets up the GL accounts for the certification fee.
To set up a certification fee:
- Go to Modules>Certification > Program Mgmt > Find, Query, or Add Certification Program > Certification Program Profile > Fee Tab.
- On the fees child form, click the Add button. The Add Certification Fee page appears.
- Enter information in the Certification Program Fee Information section as described in the table below:
Field Name Required Description fee name Required Enter a mixture of characters to compose a name that makes sense to your association. price Required Enter a dollar amount. -
Fill in the G/L Information section fields as described in the table below:
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:
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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.
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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.
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- Fill in the Fee Attributes section fields as described in the table below:
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Click the Save button to save your changes and return to the Certification Program Profile. Click the Cancel button to return to the Certification Program Profile without saving your changes.
Field Names | Required | Description |
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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. |
Note: Adding fees for a Certification Program functions just as if you were adding price attribute information for merchandise product in the Inventory module in that you can set different prices for members vs. non-members and individuals vs. organizations. Similarly, you can also set-up bulk rates for a certain number of individuals who register per course. For more detailed information on setting price attributes or fee information for a certification program, view the help topic on Price Attributes.