Overview
Transfer Fee: The fee charged to an event registrant (individual or group) who transfers their registration from one event to another event. A Transfer Fee would also apply to Sessions, Tracks or any sub-events related to the Parent Event.
A Transfer Fee is event related, NOT tied to a specific fee and can be setup with Price Attributes. Adding an Event Transfer Fee creates a Product Code and Price and sets up the General Ledger (G/L) accounts for Event Transfer Fees.
A Transfer Fee can be entered as a Flat Fee ONLY and not as a percentage of the registration fee.
The primary Transfer Fee Price Attribute, if used, is the DATE i.e. the amount of the substitution fee is determined by the date of the substitution.
Transfer Fees are OPTIONAL. They are implemented to cover any costs, time and resources associated with the transfer process, especially if it's done near the time of the event, after deadlines or after preparations have been finalized e.g. accounting issues, adding from the wait list and the production costs associated with those groups or individuals. Hence, a Transfer Fee can also be an incentive for registrants to avoid making the transfer.
Substitution vs. Transfer
- Substitution Fee = person for a person to the same event.
- Transfer Fee = one person (or group) moving their registration from one event to another (or moving their fee within the same event).
(Both could require adjustment of accounting information)
Transfer Fee Profile
Adding a Transfer creates the Transfer Fee Profile. Click the Edit tab to perform all of the basic editing functions on this page.
Editing Data
The Edit tab on the Event Transfer Fee profile opens the Edit Event Transfer Fee Price window, which is the same throughout NetForum. On this form you can edit the basic information from the Add Event Transfer Fee page:
- price code
- start and end dates
- display name
- price
- online availability
- G/L Account Information
Price Attributes can be edited from the child forms on the Registration Fee Profile page. The Price Attributes are also editable, along with Fee information, Prices within those fees, and G/L Account information on the Events Profile page.
The Edit tab includes:
- Edit price link - allows you to edit this event transfer fee information.
- Copy price link - allows you to copy this fee and price code for future use.
- Web information link - allows you to create copy that can be posted to the web regarding the transfer fee.
Usage
You can add Event Transfer Fees from the Events Profile page. You can add a subsequent Event Transfer Fee Price from the Events Profile or transfer fee child form.
Adding a Transfer Fee
To Add an Event Transfer Fee:
- Go to the Events Profile.
- On the Events Profile page, click the Fees tab.
- On the Transfer Fees child form, click Add. The Add Event Transfer Fee window displays.
- Enter a Product Code, Fee Name, and Description for the fee.
- Enter a transfer Price.
- Select a Fee Start Date and Fee End Date for this transfer price.
- Select the Default Rate - Always Available check box if you want this to be a default rate.
- Select the Taxable check box if you want to tax the transfer fee when it is applied.
- Select the Sell Online check box if you want to this fee be available in eWeb as transfer fee.
- Add the appropriate G/L Account information.
- Add any Membership Attributes, Customer Attributes, and Registration Attributes (optional).
- Click Save.
Adding a Transfer Fee Price
This is best used when using a primary transfer fee and then adding supplemental fees based on dates or other attributes.
Scenario: Using a primary transfer fee with additional "Early" and "Late" fees.
To Add a Transfer Fee Price:
- Go to the Events Profile page.
- On the Transfer Fees child form, open a transfer fee record.
- On the Prices grand-child form, click the Add button. The Add Event Transfer Fee window displays.
- The Price Information section populate the Product Name, Display Name, and Type fields (ALL required).
- Enter a Price Code (this will also pre-populate with the code of the other price).
- Enter a Start Date and End Date.
- Enter the Price.
- Enter the Minimum and Maximum quantity.
- Select an Email Template option for this transfer fee.
- Add a Source Code if applicable.
- Select the Default Rate - Always Available check box if you want this to be a default rate.
- Select the appropriate Send Via option check boxes.
- Select the required G/L Account information.
- Add any Membership Attributes and Customer Attributes (optional).
- Click Save.
All Transfer Fee data is displayed in the transfer fees child form on the Event Profile page.