TRANSACT: Changing the Proposed contract for an enrolled child

When a child is enrolled in EnrolNow One, this will automatically update the child record in Transact and "propose" a contract for the child based on their 

• Enrolled Program, and
• Fee Subsidy Status of the child

The proposed contract can be over ridden in a few different ways. Contracts are accessed through the Contract tab in Transact. 

Update  Payment Plan

A child marked as Fee Subsidy Applies = FALSE will be proposed with a contract based on the Payment Plan for their enrolled program that is marked as the default. Similarly, a child marked as Fee Subsidy Applies = TRUE will be proposed with a contract based marked as the Default Fee Subsidy contract

If required, you can change the Payment Plan Template used as the basis of the contract using the following steps. This may be used for example to move a child to a fortnightly payment plan

Update Transition (or Start) Date 

The transition date for a new contract will be set based on the enrolment date of a child. At times, a child may be marked as enrolled prior to the date they are commencing or changing programs and therefore you will want to update the transition date to the actual start date. 

Pro-rata calculations for amounts due will be automatically applied. 

Edit Line Items

As an adhoc change you may wish to adjust / delete or add a proposed line item in an individual child's contract. This can be achieved by selecting the base Payment Plan and Transition date (or leaving as proposed) and then selecting "edit line items"