To add Training fees to the agreement:
1. From the Agreement listing, choose the Agreement you would like to edit and click Actions then select Edit.
Alternatively, if you are creating a new agreement, enter the agreement details in the Agreement Header section, then click Save.
2. Click Training.
3. Click Add Training to add a training fee.
The following table provides you with more information on the available fields:
|
Field |
Description |
| Valid From |
Select the date the fee is to be valid from. |
| Valid Until | Select the date the fee is to be valid to. |
4. After entering the necessary details, click Save.
5. The Training and Payment Term tables will be displayed below. Click Add new record to add training items and configure the rate and payment term.
Alternatively, you can also click Add Default Payment Terms to add all the payment terms that have been created in the register for training.
Note: Payment Terms are created in the Register. Please refer to the Payment Term Register topic.
6. As you make changes, a red arrow will appear at the top left of the field indicating that there are changes that have not been saved. Click Save changes above each table to confirm.
7. Finally, click Save to add the training fees to the agreement.
