• Cycle Start Date – Required . Use the calendar to select the date or enter the date . All cycles begin on the first day of the month .
• Award – Optional . Leave blank to run the process on all Awards , or use the lookup to select one or more Awards , but not all Awards , for this process
• Customer – Optional . Leave blank for all customers , or use the lookup to select a single customer account or contact record
Click OK . A second dialog will open displaying the number of records eligible for termination .
Click OK to initiate the termination process .
The Award Termination process will update the Award Renewal record , as follows :
• Award Status = Terminated
• Terminated On = System date
• Termination Reason = Non-payment , Requirements Unfulfilled , or Non-Payment & Requirements Unfulfilled ( depending on Renewal Requirements Met and Paid On conditions )
The process also removes the Professional Designation for the Award , if any , from a contact record .
Reinstating an Award
The steps to reinstate a Current Award Renewal record that was terminated depends on the reason for termination .
If the Renewal Requirements Met = true but Paid On = NULL , then
• pay the invoice
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