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: : Creating the Registration File
Reminder: The registration file is necessarily attached to a session.
- From the tree structure on the left, right click on the session > New registration or Edit > New registration.
- Fill in the general information about the customer:
- End customer: customer who sends his employees to the training.
- Organizer: person in charge of the training organization.
- Contact: available only if he is marked as 'Training interlocutor' in the Contact sheet.
- In the Discount applied (%) field, enter the discount to be applied to all the price lines (e.g. 10). This option does not work if the Remittable box is checked under the Price tab of the session.
- In the Agreement no. field, enter the agreement number, either manually or automatically. If you enter it in an automatic way, you must not enter anything in the field as it will be filled once the agreement document sent.
Note: To make this action automatic, you must configure the agreement counters from general Setup > Company > Automatic voucher numbering.
- Indicate the registration status:
- pending: the file is pending. Default value for any file creation. Once the file saved, you can access information about financial bankers and other file statuses.
- pre-registered: file sent but still needs documents
- registered: complete file
- cancelled: the training organizer has cancelled
- withdrawal: the customer has withdrawn
- Passed/rejected : there are too many registrations
- Check the Multi-financial backer box if, for example, part of the training is paid by X and part of the training is paid by Y.
- Enter the number of interns who are attending the training:
- Number of interns: number of interns (no need to name them). E.g. Training with 10 persons (package). This number can be manually entered (INTRA session).
- Number of named participants: an automatic counter takes the list of participants entered under the first tab. Attention: the number of interns entered in these fields has a consequence on the Participants tab as it refers to a limited number of interns to be entered (INTER session).
- Add the training backers in the Financing section below by clicking on the green + button.
- Click on the magnifying glass icon to see the financing detail that you can manually modify.
- Save.
Note: you can merge two files from the session via Edit > File merge.
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