When the workbook is purchased as a product sales transaction in an invoice , the system automatically checks the Education Item setup for eligibility dependencies , such as Members Only and Education Item prerequisites . If the invoice customer is eligible for the Education Item , UX 365 creates invoice detail for the product sale and an Education Activity record for the home study course Education Item . Education Activities created by a product sale use the product sales transaction date as the Activity Date in the system created Education Activity record .
Note If the Education Item has a prerequisite Education Item , the invoice customer will not be allowed to purchase the product unless they have a fulfilled Education Activity for the prerequisite Education Item .
If the Education Item has a prerequisite Award , the invoice customer will not be allowed to purchase the product unless they have achieved the prerequisite Award .
Setting Up Enrollment via Meeting Sessions
Your organization may allow enrollment in a course that takes place during a meeting session . For example , you may offer training sessions as part of your meetings . By associating an Education Item , such as a course , with a meeting session , meeting attendees can be enrolled for courses when they register for that meeting session .
If your organization allows this , you must create the appropriate Education Item record , and then add the Education Item to the meeting session setup , as shown below .
During registration , UX 365 automatically checks the Education Item setup for eligibility dependencies , such as Members Only and Education Item prerequisites . If the registrant contact is eligible for the Education Item , UX 365 completes the session registration , and creates an Education
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