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To enter finance details for an enrollment:

1. Select the Finance region.

Creating a Finance Header

2. Choose the Finance button if you have not yet created a finance header for this customer.

See Creating a Finance Header.

Note: Oracle Training Administration generates the finance line and identity for you.

Now go to Saving Your Changes.

Selecting a Finance Header

3. Select one of the following finance headers in the Header field:

• An existing finance header if the event is priced Per Student.

• A Standard or Prepayment header if you want to issue an invoice to the customer.

• A Prepurchase Use header if you want to deduct the cost of the enrollment from a prepurchased amount.

Note: The customer on the finance header does not need to be the same as the customer for whom the student works.

4. Check either Discount or Prepurchase if you want to apply an enrollment agreement to this enrollment, otherwise leave the default field None checked.

5. Select the name of the agreement.

The amount displayed in the Invoiced field is automatically discounted. If the agreement is based on a price list, it is the price from this price list that is discounted, not the standard price for the event.

6. Select a price from a different price list if you do not want to use the one displayed (depending on your responsibility). See: Selected Fields (below). The Standard pricing field displays the price from the event record or a price list.

7. Override the price displayed in the Invoiced field only if you do not want to invoice the customer for the amount displayed. (You need the appropriate responsibility). This is the amount that the customer will be charged on a finance line.

Saving Your Changes

8. Save your changes.

Selected Fields

Units: If you selected a prepurchase agreement defined in training units, this field displays the number of training units deducted from the balance of the prepurchase agreement for this enrollment.

Invoiced: Displays the standard price for the event, reduced by a discount if you selected an enrollment agreement that incorporates a discount. If you selected an agreement based on a price list, this field displays the price from the list reduced by a discount.

Depending on your responsibility, you may be able to enter a different amount. This is the amount that appears on the finance line for the enrollment.

See Also

Making Mass Updates to Enrollments

Cancelling a Single Enrollment

Recording Attendance and Results

Viewing Event Attendance History

Viewing the Status History of an Enrollment