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Table of Contents

The Financial Details tab in the the Applicant Summary displays  displays financial details for the applicant and their potential programme. Only details that have been added to the applicant when editing this tab will appear. If no value has been added for a field, it will not be shown in this section.Image Removed

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Editing Financial Details

Selecting Edit will  will open a window where you can add or edit financial details and schedule payments. Once  Once you have finished, select Save to  to apply the changes and return to the summary page, or Cancel to  to exit without saving.

Find Field search  search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically. The  The following fields are available:

  • Funding and Monitoring (FAM) Annual Contract Type (ACT) – Here you can specify which ACT code will be associated with the applicant on their programme:

    • Apprenticeship Contract with Levy Employer (ACT1L) – The learner is on the Apprenticeship Service and Levy-Funded.

    • Apprenticeship Contract with Non-Levy Employer (ACT1N) – The learner is on the Apprenticeship Service but is Co-Invested.

    • Apprenticeship Contract with ESFA (ACT2) – The learner is not on the Apprenticeship Service and is Co-Invested.

  • VAT Status

  • Apprenticeship Service (AS) Status

    Apprenticeship Service (AS) Cohort
  • AS Cohort

  • AS Recognised Prior Learning (RPL)

  • AS Duration Reduced By

  • AS Price Reduced By

  • Total Negotiated Prices – Here you can enter the Total Negotiated Prices (TNPs) for the applicant's Training and Assessment.

  • Employer

    Training and Assessment Costs –

    Prices – Here you can schedule how the 

    Training and 

    Training, Assessment and Additional TNPs will be paid. For each type of

    cost

    price, you can specify the following:

    • Total amount

    • Lump Sum

    • At – Here you can specify when the lump sum will be paid in relation to the applicant's Start or Expected End date.

    • Remaining Every – Here you can specify the length of time between payments.

    • Max Payments – Here you can enter the maximum amount of payments.

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