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Enrollment Agreements and Training Packages

An enrollment agreement is an arrangement with a customer about the price or method of payment for one or more events. You can set up two types of enrollment agreement:

Discount Agreements

A discount agreement offers a percentage discount on the price of one event, all events on a price list, all events in a training package, or all events scheduled for one activity. The standard price to be discounted is the one defined on the event or, in the case of agreements based on a price list, the amount defined on the price list.

A discount agreement may be limited to a maximum number of places per customer for each event or for all events to which the agreement applies.

The agreement may be open to all customers or restricted to one customer. When you create an enrollment for an eligible customer and event, you can select the discount agreement. The amount on the enrollment charge finance line is discounted automatically. You receive a warning if the enrollment will make the customer exceed the maximum number of places that can be enrolled under the agreement.

Prepurchase Agreements

A prepurchase agreement is always an agreement with one customer, based on a price list. The customer agrees to spend a certain sum of money (or training units) on events listed on the price list. The agreement may incorporate a percentage discount on the prices defined on the price list.

You define the agreement then create a finance line specifying the amount of money or training units the customer wants to prepurchase. The customer can supplement this amount at any time before the end date of the agreement. The Enrollment Agreement window always shows the amount prepurchased, which is the sum of all finance lines of type Prepurchase Charge that reference the agreement. It also shows the balance remaining to be used, which is the amount purchased minus the sum of all the finance lines on a Prepurchase Use finance header that reference the agreement.

If the customer is allowed to have a negative balance for the agreement, you can specify the amount by which the customer can go into overdraft.

See Also

Defining a Discount Agreement

Defining a Prepurchase Agreement

Deleting an Enrollment Agreement (Prepurchase and Discount)

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