Fee and Education
• Award setup
• “ Total Hours Required to Renew ” contains the total hours required to renew , if any .
• “ Invoice Required for Renewal ” = true ( checked ).
• Award Product = selected Award product to manage renewal invoice pricing and GL detail .
• Minimum of one Track
• Related Track requirement ( s ).
Note : If your Track ‘# Hours Required ’ is greater than 0 , you will need a minimum of two Track Requirements : one where Type = Credits and another Requirement type where the selected Education Item setup contains credits .
• Minimum of one Recert / Renewal Requirement for an Education Item .
Note : If Award setup “ Total Credits Required for Renewal ’ is greater than 0 , you will need two Recert Requirements : one where Type = Credits and another Requirement where the selected Education Item setup contains credits .
Achieving a Fee and Education Award requires completion of a Track . This means that the participant fulfills the Credits Hours defined in the Track , if any , and all related Track Requirement ( s ).
Upon first renewal , UX 365 will generate an Award Renewal record and a related renewal invoice using prices from the Award product selected in the Award setup .
• If the renewal invoice is paid AND if the Recert / Renewal Requirements and related credit hours are satisfied within the Award Renewal Credit Date From / To range , the award is eligible for renewal .
• If the renewal invoice is not paid OR if the Recert / Renewal Requirements and related credit hours , if any , within the Award Renewal Credit Date From / To range are not satisfied , the Award is subject to the Award Termination Process .
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