Creating Concession for Contracts (TAS)

Creating Concession for Contracts (TAS)

In the VET (Vocational Education and Training) industry, concessions refer to special discounts or arrangements that are made available to certain groups of students to help them access vocational education and training programs.

These concessions may include reduced course fees, exemptions from certain fees or charges, or access to government funding or assistance. 

In this tutorial we will be creating a Concession for Contracts in the SMS for TAS. 

Refer to your State Training Authority for information on available concession and exemption arrangements. 

You may follow along using the interactive tutorial or use the Scroll, Slide or View as Video options. Change your view options from the lower-left corner. 



21 STEPS

1. Go to Finance and click Contracts

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2. Click Concessions

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3. Click New

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4. Select the State from the drop-down field. Select TAS

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5. Select the Type from the drop-down field. There are two options, Waiver and Concession. Waiver is a full exemption from the student fees, while Concession is the reduced amount that the student pays. For this tutorial select Waiver

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6. Once waiver is selected, the Category and the Concession amount is automatically selected as Discount and 100%.

Step 6 image

7. Enter a Name and a Description for your concession discount.

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8. Click Save

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9. Click OK to confirm.

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10. You can also create a Concession type. Click New

Step 10 image

11. Follow the same steps as before by selecting the State. For the Concession type, select Concession

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12. Select a category from the drop-down. You can choose Rate or Discount. Rate is the concession amount that the student pays. Select Rate

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13. Fill in the Name and Description for this Concession.

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14. Enter the dollar value that the student will pay as the concession amount.

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15. Click Save

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16. Click OK.

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17. If you choose to create a Concession discount instead of Concession rate, follow the steps in creating Concessions as before. In the category, select Discount. Concession discount reduces the original fee with the amount indicated here.

Step 17 image

18. Complete the Name and Description field. In the Concession Amount, you can choose whether the discount is applied as a fixed dollar value or a percentage of the fees.

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19. Enter the amount in the box. Click Save

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20. Click OK.

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21. That's it! You have now created your Concessions for Contracts in the SMS.

Step 21 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2181356/Creating-Concessions-for-Contracts-in-the-SMS--TAS-



Next step





21 STEPS

1. Go to Finance and click Contracts

Step 1 image

2. Click Concessions

Step 2 image

3. Click New

Step 3 image

4. Select the State from the drop-down field. Select TAS

Step 4 image

5. Select the Type from the drop-down field. There are two options, Waiver and Concession. Waiver is a full exemption from the student fees, while Concession is the reduced amount that the student pays. For this tutorial select Waiver

Step 5 image

6. Once waiver is selected, the Category and the Concession amount is automatically selected as Discount and 100%.

Step 6 image

7. Enter a Name and a Description for your concession discount.

Step 7 image

8. Click Save

Step 8 image

9. Click OK to confirm.

Step 9 image

10. You can also create a Concession type. Click New

Step 10 image

11. Follow the same steps as before by selecting the State. For the Concession type, select Concession

Step 11 image

12. Select a category from the drop-down. You can choose Rate or Discount. Rate is the concession amount that the student pays. Select Rate

Step 12 image

13. Fill in the Name and Description for this Concession.

Step 13 image

14. Enter the dollar value that the student will pay as the concession amount.

Step 14 image

15. Click Save

Step 15 image

16. Click OK.

Step 16 image

17. If you choose to create a Concession discount instead of Concession rate, follow the steps in creating Concessions as before. In the category, select Discount. Concession discount reduces the original fee with the amount indicated here.

Step 17 image

18. Complete the Name and Description field. In the Concession Amount, you can choose whether the discount is applied as a fixed dollar value or a percentage of the fees.

Step 18 image

19. Enter the amount in the box. Click Save

Step 19 image

20. Click OK.

Step 20 image

21. That's it! You have now created your Concessions for Contracts in the SMS.

Step 21 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2181356/Creating-Concessions-for-Contracts-in-the-SMS--TAS-?iframeHash=viewsteps



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