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Prerequisites

   Enter the customer using the Customer window.

See: Creating a Customer.

   Create the price list on which the agreement is based.

See: Defining a Price List.

   If you want to enter the value of the prepurchase agreement, create a Prepurchase Payment finance header.

See: Creating a Prepurchase Payment Finance Header

To set up a prepurchase agreement:

1. Enter a name to identify the agreement.

2. Select the customer for the agreement.

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 Pre-Purchase.

5. Enter the start and end date for the agreement.

6. Select the price list on which the agreement is based.

The Type and Currency of the price list are displayed.

7. Enter the percentage discount to be applied to each price if the agreement includes a discount to the prices on the price list.

8. Enter the amount by which the agreement can go into overdraft if you want to enable the customer to make enrollments that cause a negative balance for the agreement.

If you enter an overdraft amount, Oracle Training Administration displays a warning if you make an enrollment that pushes the balance over this limit. If you leave this field blank, you receive a warning if you try to make an enrollment that will push the balance into overdraft.

9. Save your work.

Entering Financial Information

10. Choose the Finance button if you have already created a finance header. Oracle Training Administration displays the Prepurchased Amount window.

If you have not yet created a finance header, see Creating a Prepurchase Payment Finance Header.

11. Select the finance header of the subtype Prepurchase Payment for this customer.

12. Enter the amount of money or training units that the customer is purchasing in this agreement in the Unitary Amount field.

For example, if you are entering training units and the unit was defined as Half an Hour (and a full day's training activity costs 16 training units), enter 16. Oracle Training Administration now calculates the amount from the number of units (16) and the price per unit (from the price list).

13. Save your work. This creates a finance line of type Prepurchase Charge.

Checking the Balance

14. Close the Prepurchased Amount window to return to the Enrollment Agreements window,

The Balance field shows the amount purchased minus the sum of all the finance lines on a Prepurchase Use finance header that reference the agreement.

See Also

See: Deleting an Enrollment Agreement (Prepurchase and Discount).