Meeting Product Orders in Order Entry

Below is a description of the lifecycle of a meeting product order:

Task	Line Status	Fulfill Status
When you add a master meeting product to your order	Defaults to the status defined on the Organization Unit Maintenance screen If the meeting capacity has been met and the meeting has been defined to allow waitlist orders, the user will be asked if he/she wants to be put on a waitlist.	Defaults to ACTIVE
When PARTIAL payment is made to the meeting product (Short Pay Code = AR)	No Change to Line Status, remains in PROFORMA	No change to Fulfill Status
When FULL payment is made to the meeting product (Short Pay Code = AR)	Changes from PROFORMA to ACTIVE	No change to Fulfill Status
When you add a subproduct (session) to the order	Defaults to PROFORMA	Defaults to Active
When you cancel a meeting product (Currently in Proforma Status)	Changes from PROFORMA to CANCELLED	No change to Fulfill Status
When you cancel a meeting product (Currently in Active Status)	Changes from ACTIVE to CANCELLED	No change to Fulfill Status

To access the Order Entry screen to create an order for a meeting product, perform one of the following:

· From the Home Page, click Add a new order from the Orders section.

· From the Call Center screen, click Create a New Order from the Orders task category.

· On the Start screen, click New Order from the Quick Create task category.

· On the Start screen, click Enter Orders from the Work with Orders task category.

· From the toolbar, select CRM/Orders > Order Entry > Order Entry.

From the Order Entry screen, the first step to creating a meeting product order is to add the meeting product to the order. Next, you define the necessary shipping information. Finally, you create a receipt for the order. After you have successfully created an order for a meeting product, you can add badge information to the order.

Applying a credit card payment to a waitlisted order for a meeting product does not create a deferred receipt. The user gets charged for the meeting product even if he/she is waitlisted for it. You would need to issue them a refund if there is not the capacity to allow them to attend the meeting.
If you enabled waitlist for meetings, you have the ability to move to a larger room if you have enough people have signed up for your meeting and have been wait listed. As a best practice, if this occurs, you should change your meeting location to the larger room and take them off the wait list.