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
|
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.
See also:
· Back Office Meeting Registrations Overview
· Viewing and Entering Responses to a Meeting Questionnaire