Fee Tab

Modules>Certification > Program Mgmt > Find, Query, or Add Certification Program > Certification Program Profile > 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
Classic UI	Current UI
		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.

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: 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.

Fill in the Fee Attributes section fields as described in the table below:

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.

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.

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.