Booking & Production
(Extended) General
As the
comparatives can be shown in any single currency and over a significant period
of time, exchange rates can also be entered across the range of dates. This
could be a single exchange rate for the whole period, a rate per annum or in
theory a rate for every day.
Select as
appropriate - Booking OR Production Based. You should also
consider unticking "Do Not Deduct Commissions..." to get a true worth of
bookings. Summary or Detailed Tuition/Accommodation/Transfers/Sundry Include Provisional Sort Fields Agent Countries Reporting Exchange Rate Maintenance Number of Years to Analyse Display Values For
The "Extended Booking and
Production Statistics" show the comparatives for up to 5 years, as opposed to
this year/last year only.
Up to 3 values for each year
can be displayed:
Gross
Gross -
Discount
Gross - Discount - Commission
The standard Booking and
Production statistics use the single exchange rate in the system settings
(invoice system settings).
Booking Stats - are based on the
date the booking was entered into the system
Production Stats - are based on spreading the enrolment
element (eg. Tuition) over the duration of the item (Course)
These commissions are the reserved ones held
for later payment to "Gross" agents or reserved commissions on extensions.
This makes the net value smaller, but more accurate.
Always use
Summary, the detailed report is for auditing the data.
Main or
Commission Agent
It is recommended that the
"Commission" agent be used for the statistics.
This
means that direct bookings, which have a commission agent, will be attributed to
the commission agent, not the
"Direct" agent.
Select as appropriate
Only tick if
provisional enrolments are to be included.
Select as appropriate:
Add country
filters if required
Update the exchange rate as required:
Enter
number required (1-5)
To make
the report smaller, deselect values not required
Reporting Currency
Select as required
Dates
Restrict as
appropriate.
Production stats allow the booking dates to
be entered.
For example, you can measure the amount of
"Production" this year attributable to bookings entered (received) this year.
When compared to last year, it can be seen whether the
current year is more, or less, dependent on bookings received this year, thank
it was in the previous year.