Award Renewal Requirement Types ( pa _ AwardRenewalReq . pa _ ReqType )
If the client requires award renewal requirement types that are not available in the UX 365 option set of picklist values , customize the award renewal requirement types in the client custom solution by creating new picklist options following standard guidelines for customizing picklists . Do not delete or relabel out of the box values . Out of the box option set values include :
Education Items
• 1 – Application
• 2 – Course
• 3 – Documentation
• 4 – Fee
• 5 – Credits
If achieving an Award requires completion of one or more requirements tracked through Education Activity records , the client requires an Education Item for each of those requirements . If renewing / recertifying an Award requires completion of one or more requirements , the client requires an Education Item for each of those requirements . Protech strongly recommends outlining these requirements for each Award before creating any Education Items . See Creating an Education Item for more information .
Creating an Award Product
Required for awards requiring an invoice to renew , you can create one Award product to use with all Awards if all Awards use the same accounting information and pricing records for renewal invoices . If there is a difference in any of the accounting information elements , or a difference in pricing for renewals among your Awards , you must create separate Award product for each . This documentation assumes a basic knowledge of creating products in UX 365 .
To create an Award product , navigate to the Product Sales work area > Product Sales Settings > Products to open a list of existing products . Select Add Product on the Tool Bar to open a new UX365 Product form .
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