Creating a Payment Schedule Rule Template (WA)

Creating a Payment Schedule Rule Template (WA)

A Payment Schedule Rule Template allows you to create a Payment Schedule rule for your Contract based on the contract terms of your State Training Authority.

In this instance, the Payment Schedule Rule will follow WA’s rule on when you can claim payment based on the student’s enrolment status, outcome and subsidy percentage.

 

      Step 1. Go to Finance tab in your side navigation drawer.


Step 2. Navigate to Contracts.



      Step 3. Click on Payment Schedule Rule Template tab. Then click the New button.


      Step 4. In the modal window, complete the information required.


  1. Choose a name to describe the Payment Schedule Rule template
  2. Choose a state for which this rule will apply. In this tutorial, we will be using WA.

      Step 5.      Click Add payment. Complete the information required for Payment 1:


  1. Payment Installment – add a name for the payment installment. TIP! Make sure to use a name that is unique and easy to identify.
  2. Subsidy Percentage – add the subsidy percentage payable to that installment payment.
  3. Program Type – select the programs that are qualified to receive this payment.
  4. Rule – choose the appropriate rule for this payment installment. Options are
    1. At least N UoC is reported with any of the following UoC outcome codes
    2. At least N% of the total UoCs is reported with any of the following UoC outcome code
    3. Everytime N UoC is reported with any of the following UoC outcome code
    4. Everytime N% of the total UoCs is reported with any of the following UoC outcome codes
  5. Indicate the corresponding Number for the rule.
  6.  Select all the applicable outcome codes that will receive this payment installment.
Where, N means number.

      Step 6.      To add another payment installment, click Add Payment or Duplicate button.

The duplicate button will duplicate all the information in the payment installment. While clicking on +Add Payment will add blank payment installment fields.

 

      Step 7.       To add another rule to the current payment installment, click ADD RULE. This will add another rule field below the first rule.  


      Step 8.      Complete the payment schedule template based on the state’s payment schedule rules.

     
      Use the trash icon to delete rule or payment installment that Is not needed. Click  Save button to save the template or Close to exit without saving.




You can now use this template for creating your Funded Contracts.


         You can find all the templates available in your system in the Templates table.


  1. Use the search bar to filter with keywords or state to easily search for a template.
  2. Use the Action button to Edit or Delete the template.   
  3. Click the Column Headers to show an up/down arrow to alphabetically sort the templates based on State name or Template Name.
  4. Use the page left or right arrows to navigate thru different pages of the table. By default, the table will show a maximum of 20 templates in one page. 
Warning: Be careful in deleting a template as this may already be in use in a contract.


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