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Purchasing contracts

  • The NT government issues purchasing contract or Resource Agreement /Notice of Variation Numbers to RTOs for certain types of funded training.
  • The QLD government issues purchasing contract and schedule number information to RTOs for certain types of funded training.
  • The purchasing contract field is required in SA, the number is provided to RTOs by the Purchasing section of DFEEST and relates to the particular programme you are delivering.
  • Skills Tasmania issues purchasing contract information to RTOs for certain types of funded training.
  • The Victorian government issues purchasing contract numbers for training that has a state funding source of "L" (User Choice New Apprentices) or "T" (Tender).

Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.

 

Adding a new Purchasing contract

  • Right-click Purchasing contracts and choose Add new purchasing contract.
    OR
  • Expand Purchasing contracts, right-click the appropriate state and choose Add new purchasing contract.

This will open the Purchasing Contract Wizard:

  • The State will be pre-set to the state selected on toolbar, or the state branch that was right-clicked to add the new contract.
  • Enter a Code for the purchasing contract.
  • Schedule
  • Enter the Target Hours if you want to be able to generate reports showing actual and target hours. This is not used for government reporting.
  • Enter a Name for the purchasing contract.
  • This purchasing contract is no longer applicable/reportable indicates if the exemption should be archived. If enabled, the purchasing contract will be added/moved to the Archived purchasing contracts branch for the state.
  • The Tuition fee calculation method allows the full tuition fee to be applied, reduced to a concession, or waived. This is important for Victorian and Queensland users to ensure the correct tuition fees are reported.
  • Optionally provide a Description for the purchasing contract.
  • Click Next and then Finish.

 

Editing an existing Purchasing contract

  • Expand Purchasing contracts and also the relevant state.
  • Right-click the exemption and choose Edit purchasing contract.

This will open the Purchasing Contract Wizard, where you can make changes.

 

Deleting a Purchasing contract

  • Expand Purchasing Contracts and also the relevant state.
  • Right-click the purchasing contract and choose Delete purchasing contract.
  • Click Yes when asked to confirm the delete.

If an error occurs, the purchasing contract has likely been used previously and is included in historical data. In this case, you will need to archive the purchasing contract to remove it from active use.

 

Viewing the purchasing contract report

The Purchasing contract report lists all contracts, including archived, by state.

To show the report for all states:

  • Right-click Purchasing contracts and choose Show purchasing contract report.

 

To show only a single state in the report:

  • Expand Purchasing contracts.
  • Right-click the relevant state and choose Show purchasing contract report.

 

The report will be displayed in a new tab/window.

 

 

Viewing the enrolment report

The purchasing contract enrolment report lists the clients that have enrolments with the selected purchasing contract.

  • Expand Purchasing contracts and also the relevant state.
  • Right-click the relevant purchasing contract and choose Show enrolments report.

The report will be displayed in a new tab/window.

 

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    Tags:
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