Generating a WA Enrolment Invoice is achieved using the uReport feature. It uses WA Enrolment Invoice template documents to format and input required WA Enrolment Invoice information.
If this is the first time your company is generating WA Enrolment Invoices we recommend to first test the process using our generic templates. Then once confident with the process you can create you custom templates for live situations.
Before you begin:
Required Knowledge: WA Enrolment Invoices
1
Prepare Course Enrolments
Note: If you already have your Course Enrolments set up, go to Step 2.
A WA Enrolment Invoice will only generate when a Course Enrolment exists. It is important to have all appropriate fields set up against the Learner, Course Enrolment and Unit Enrolment.
Special uReport field setup:
- See ureport field dictionary for field references
- Additional Fees – Uses Letter of Offer checklists where description is not Tuition Fee
Note: For the purpose of testing you could create a dummy Course Offer and Enrolments.
Learn how to Add Course Enrolments
2
Generate a WA Enrolment Invoice
- Navigate to the Clients’ Profile
- Click on the required Course Enrolment
- On the Left Navigation Bar, select Enrolment Logbook
- In the Action Menu select Generate uReport
- From the uReport Template Type Dropdown, select Contract
- From the uReport Template Dropdown, select your desired template
- Complete additional options
- Click on Save
This will take you back to the Logbook page where the generated pdf document will be saved. Click on the document link and it will download a copy to your computer. You can now print or send out your Training Plan.
- Navigate to LRM > Course Offers, find the Course Offer from the list
- From the Action Dropdown Menu to the right of the Course Offer, select View Enrolments
- Tick the boxes for the clients that you want to run the template
- From the Action Menu at the bottom of the page, select Generate uReports
- From the uReport Template Type Dropdown, select Contract
- From the uReport Template Dropdown, select your desired template
- Complete additional options
- Click on Save
The Contract will now be stored against each Learner’s Course Enrolment Logbook. The quickest way to navigate here from the Course Offer > Enrolments list is:
- Open in new tab each Learner by holding ctrl while clicking on the Learner’s name in the Course Offer > Enrolments list
- Then from the Profile > Enrolments Panel find the Course Enrolment and choose View Logbook in Action Menu
Note: If you have any issues during uReport generation then please use the following troubleshooting guide to see how to resolve them.
3
Review the generated WA Enrolment Invoice
This step is more important during initial testing however due to the importance of the information on WA Enrolment Invoice it may always be a useful step.
Download the generated WA Enrolment Invoice, review contents and make necessary changes:
- If fields are incorrectly populated
- Ensure that the data has been correctly entered into Wisenet for this Learner
- Ensure the custom ureport template is referencing the correct regions or fields
- If layout and formatting is not correct
- The custom ureport template will need to be updated to resolve any issues
If this is a generic template then take a copy and create a custom template.
In any case if you require changes to a template follow the instructions on How to Create a Custom WA Enrolment Invoice Template
Next Step
You may be finished at this point or you may wish to Create your custom WA Enrolment Invoice Template