TEAMS Newsletter – May Update No. 1 2016

TEAMS Newsletter – May Update No. 1 2016



New Items

Raise Bonus Marketing Invoice A new functionality ‘Raise Bonus Marketing Invoice’ has been added in agent section of TEAMS. Now, user can raise bonus marketing invoices in TEAMS.

This new option has been added in the Agent Centre > Financials.

Once a user selects this option and a new screen i.e. Agent Bonus Invoice Creation screen will open.

In this screen, a user can enter the information which is required for Bonus Invoice Creation.

The following fields are present on this screen:-

Invoice Date – The invoice date for the Bonus Agent Invoice can be entered here.

Campus – You can select the appropriate campus if there are multiple campuses in your TEAMS site.Link Bonus Invoice with Enrolments – If you wish to link this agent bonus invoice to one or more than one enrolments, then you can tick this tick box and an enrolment multi-select look up will start appearing on the screen from where you can select the enrolment numbers which are already linked to this agent.

Detail – If you wish to enter some notes regarding this transaction, then you can enter them in the Details box.

Ex. Amount – Bonus amount excluding GST can be added here.

GST – System will calculate GST on the ‘Ex. Amount’ and it will automatically appear here.

Total Amount – The total Ex. Amount + GST will appear in this field.

Once all the details are entered, the screen can be saved and the agent bonus invoice will be raised.

This Bonus Agent Invoice will appear in the Agent Centre > Financials Tab highlighted RED in colour as below:-

If the user has opted to link enrolment(s) with the Bonus Agent Invoice then this bonus agent invoice will appear on the ‘Disbursements’ Tab of the Enrolment Centre as well for those enrolments as shown below:-

Now, if a user wants to pay this Bonus Agent Invoice, then it can be done from the ‘Commission Payment Entry’ Screen in TEAMS > Agent > Financials.

Bonus Agent Commission Invoice in Reports

1. Agent Statement of Account – Bonus Agent Commission Invoice appears in Agent Statement of Account report. This report can be generated from TEAMS > Agent > Agent Centre > Reports.


Once the report is generated, a new bookmark table will be printed in the report which displays all the bonus agent commission invoices for that agent.

2. Invoices Report – Bonus Agent Commission Invoice appears in Agent Invoices report. This report can be generated from TEAMS > Agent > Agent Centre > Reports.

Once the report is generated, a new bookmark table will be printed in the report which displays all the bonus agent commission invoices for that agent.

3. Agent Bonus Invoices and Payments – A new report ‘Agent Bonus Invoices and Payments’ report has been created which can be generated from TEAMS > Agent > Reports.

This report prints the Bonus Agent Invoices and their payments in xl version. Following are the report columns which get generated:

Agent Code – This column displays the agent code for which the bonus transaction has been entered.

Agent Name – This column displays the agent name for which the bonus transaction has been entered.

Invoice # – This column displays the Invoice # for Bonus Agent Commission Invoice.

Invoice Date – This column displays the Invoice Date for Bonus Agent Commission Invoice.

Linked with Enrolments – If the bonus invoice has been linked to any enrolment while creation then YES will appear in this column otherwise NO will appear.

Enrolment #’s – The enrolment numbers for the enrolments which are linked to the bonus agent invoice will appear in this column.

Detail/Notes – Any details or notes entered while creating a bonus agent invoice will appear in this column.

Ex. GST Amount – Bonus invoice amount excluding GST will appear in this column.GST Amount – GST on the ‘Ex. Amount’ will appear here.

Total Invoice Amount – The total Ex. Amount + GST will appear in this field.

Invoice Created By – The username of that person will appear in this column who has created the Bonus Agent Commission Invoice.

Total Owing on Invoice – Balance amount of Bonus Agent Commission Invoice will appear in this column if it has been partially paid.

Payment # – This column displays the Payment # for Bonus Agent Commission Receipt/Payment.

Payment Date – This column displays the Receipt Date for Bonus Agent Commission Receipt/Payment.

Ex. GST Amount – Bonus receipt amount excluding GST will appear in this column.GST Amount – GST on the ‘Ex. Amount’ will appear here.

Total Payment Amount – The Total Payment Amount + GST will appear in this field.Payment Created By – The username of that person will appear in this column who has created the Bonus Agent Commission Payment.



New Items – New Columns in Aged Debtors Report

1. Total Invoice Amount – This column displays the Total Invoice amount for a specific invoice.

2. Payment Type – This column displays the payment type which has been selected in the ‘Payment Type’ drop down in the Enrolment Centre.

3. Study Period Start Date – This column displays the Study Period Start Date which has neen entered for an invoice while creation.

4. Study Period End Date – This column displays the Study Period End Date which has neen entered for an invoice while creation.



New Items – USI field in Prospect Entry Screen


A new field for ‘Unique Student Identifier’ has been added in the Prospect Entry Screen so that the users can enter USI for a prospective student as well, if a student already has a USI allocated.



Changes – Smart and Skilled Funding (NSW Only)


A new change has been made in the system for Smart and Skilled funding that if an enrolment is flagged as ‘Smart and Skilled Enrolment’ in the Edit AVETMISS screen and the student partially completes the course and withdraws for the rest of units. Then, the result for the withdrawn units should be ‘Training Not Completed’.

For ‘Training Not Completed’ result type, the Outcome ID – National is reported as BLANK in the NAT00120 BUT as per this new change, the Outcome ID – Training Organisation would appear as TNC for all the units regardless of the result type selected i.e. Competent, Not Yet Competent, etc. if Training not Completed result type is selected for at least one unit.


Secondly, a new tick box for ‘Finished?’ has been added in the Edit AVETMISS screen right next to the ‘Commitment ID’ field. If this tick box is ticked then that Smart and Skilled enrolment will not appear in the export anymore.

A user should only tick this tick box only if a Smart and Skilled enrolment has been fully finalised and its data has already been submitted to the department earlier.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!