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Prerequisites

   If the agreement applies to a specific customer, enter the customer using the Customer window.

See: Creating a Customer

   If the agreement is based on a training package, create the package category and categorize the activities you want to include in the package.

See: Entering Activity Categories

   If the agreement is based on a price list, create the price list.

See: Creating a Price List

To set up a discount agreement:

1. Enter a name to identify the agreement.

2. Select the customer name if the agreement is specific to one customer. Leave the Customer field blank if the agreement is available to all customers.

3. Check the Approved check box if you are authorized to approve the enrollment agreement.

Note: You cannot use an agreement until you, or another user, approves it.

4. Select the Type Discount.

5. Select the Basis of the agreement. The agreement can apply to one event only or all events scheduled for:

• all entries on a price list

• a selected activity

• all activities in a training package

If you select a price list or a single event, the currency defined for the list or event is displayed.

6. Enter the start and end dates to restrict the events covered by the agreement. You must enter an end date if the activity on which it is based has an end date. If you selected an event as the basis of the agreement, these dates are automatically set to the event dates.

You cannot use the agreement for events that start before the agreement's start date or after its end date. These dates must be within the start dates of the price list or activity, if you have specified one.

7. Enter the percentage discount to be applied to each price.

Restricting the Number of Places

8. Enter the maximum number of places that a customer can purchase under the agreement (if the Maximum is a limit on the number of places in each event). If you do not enter the number of places, the maximum is the total limit on the number of places that the customer can purchase under the agreement.

9. Save your work.