Logic for this feature is controlled by the bit field on the Award setup to ‘ Group Invoices ’ which is available for user edit when ‘ Invoice Required to Renew ’ = Yes . The default value for this field = No for new Award setups .
• For existing Award setups where ‘ Invoice Required to Renew ’ = Yes , the ‘ Group Invoices ’ field will be NULL but is available for edit .
• For existing Award setups where ‘ Invoice Required to Renew ’ = No , ‘ Group Invoices ’ = No and is locked .
Terminating Awards
The Award Termination Process will terminate Award Renewal records where the Renewal Recert / Renewal Requirements have not been met or where a renewal invoice has not been paid .
Criteria for identifying eligible Award Renewal records for termination include :
• Cycle Start Date = [ date entered in search ]
• Award = Optional - [ Award ( s ) entered in search ]
• Customer = Optional [ Customer account or contact entered in search ]
• Award Status = Renew or Reinstate
• Cycle State = Current
• Either
• Renewal Requirements Met = False , or
• Paid On = NULL
To initiate the Award Renewal Process , navigate to the Education work area > Education Manager > Manager . Select the Award Termination Process menu item to open the Award Termination Process dialog .
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