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Set up components window

From Certification, select Set up components

Current Components

A list of current components is displayed in this area of the window.

Code

(Required) Use this field to specify the primary abbreviation or identification code to represent this component.

Category

(Optional) Use this field to specify the component categories assigned to this item. These categories refer to those defined on the Set up component categories window.

Note: If you do not define categories before you create components, you can edit the components later, after you have created categories.

Begin Date, End Date

(Optional) Use Begin Date and End Date fields to record the start and stop times for a component. For example, a class beginning on Monday would have Monday's date in the Begin Date field and a class ending on Friday would have Friday's date in the End Date field.

Units

(Optional) Use this field to specify the number of units a customer receives for completing the component

Tie to Program

(Optional) Select this option to tie a component to a specific program. Because components are reusable, if a component called Class 1 is part of Program A and a part of Program B, the student's completion counts toward both programs.

Tie to Program works as a link between requirements that cannot be transferred, such as fees and specific program definitions. A component marked with Tie to Program is linked to a specific program when a student registers for the component; however, the component requirement must be satisfied again for each program that requires it.

For example, if you have a General Fee component that is required for all programs and you enabled Tie to Program when you created it, the component is tied to a program every time a student registers for that program. If the student registers for another program requiring the same fee, the student again must pay the fee because it also is linked to the second program.

The following are scenarios you should consider when registering students for components marked Tie to Program:

Skip Enrollment

Select this option to specify components that do not require the student's attendance, such as program fees, applications, and resumes.

Title

Use this field to enter a short descriptive title for the component, which displays on the Program Details window and on the Student Transcript report.

Description

(Optional) Use this field to enter a lengthy note, description, or comment associated with the component. You can enlarge this scrolling text field by pressing Ctrl+Z.

Pricing Info

In the Pricing Info area, specify pricing information (such as the cost of a component for members and non-members) and a G/L account number. When you register a student for a component with fees, an order is created. The transaction flows down to the iMIS G/L interface.

Regular - Use the Regular field to specify the default unit price (or member price) to apply automatically when a student enrolls in the component. When you enter a component, you can override this default price.

Non-Member - Use the Non-Member field to specify the price for non-members. This price is applied automatically when anyone with non-member status enrolls in the component. This option allows you to avoid most of the manual price overrides.

Income Account

This field identifies the General Ledger income account to credit when sales entries are made for this component. You can click the lookup icon to select an income account.

Note: You do not have to establish G/L accounts if you are not using the iMIS Financial (G/L) interface. If you leave this field blank, iMIS records this entry in the account you designated in the AR/Cash Default Accounts window (from AR/Cash, select Set up module, and click Default Accounts).

Taxable

The Taxable checkbox is enabled by default, indicating that the component is subject to sales tax. Select the checkbox to clear it, which reverses the automatic taxability for the component.

Taxable (Canadian)

(Canadian taxation enabled) Canadian Taxation options are not applicable to the Certification module.

Print

Lets you generate and print a Component Description report for the selected component.

Clone

Lets you clone or copy the selected component. The Component Clone window opens where you can enter the name for the new component.

Options

Opens a drop-down list of component-specific options. You can access six sub-windows from the Set up components window. These windows collect and display details about components, such as address, enrollment statistics, location, and instructors.

See Also

Creating Components

To create a component

To attach subcomponents to a component

To make a subcomponent required

To enter component address information

To define component prerequisites

To enter component instructor information

To create multiple locations for a component

To view component statistics

To locate a component using the Component Find window


ASI logo 10.6 Production Release. Updated 9/29/2005 9:57:35 AM
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