Calculate Training Fee

Explanation

You can calculate the training fee, in Training Event/ Participant, based on element of the training fee unit. For example, the training fee can be identified per training event, person, day, or person and day. In some cases, you may have to change the training fee, or you may have to change the training fee for a specified employee. Use this function to recalculate the fee.

Prerequisites

Before calculating the training fee, you need to identify whether the training fee, currency, and training fee unit have already been defined in the Training Event/ General tab. You also need to register a new participant for the training event.
Training Event must have a status of Confirmed or Completed.
Participant status must have a status of Confirmed, Notified or Attended.

System Effects

The result of this calculation will link to the Payment Status. The new amount of the training fee (as a result of the Calculate Training Fee function) will only apply for participants whose Payment Status = Not Invoiced.

Window

Training Event

Related Window Descriptions

Training Event/Participant

Procedure

1. Select New to register a new item.
2. You must fill in the Participant Type, Company ID, Participant ID, Registration Date, Training Fee, Currency, and Payment Status fields. Participant Name and Participant Status are automatically displayed by the system. In the Waiting List table, the field Participant Rank is automatically displayed, but you can modify the field as needed.
3. Select Save.
4. Click the right mouse button to display the menu, and select Calculate Training Fee. The system will recalculate the training fee and update the training fee displayed in the table.

Note: This Calculate Training Fee function will be applied for the selected participant only. Recalculation cannot be done for waiting list participants.