Apply Credits allows viewing and maintaining an entity’s event registration credits.
To view or apply existing credits:
While current on the Entity, select the Apply Credits branch on the Event Page Tree, or click Go To, select Apply Credits (Application ID 90453, EVTREGAPPC), enter a Registration ID and click 'Go'.
Enter the amount of the credit to apply and the Transaction type, e.g., Refund.
Select a Reason from the drop-down list and enter a Note, if you wish.
Click Save or Cancel your changes. The amount 'Remaining' will be adjusted.
If no balance remains after you apply the credit and there are no additional credits, the form will have no entries.
You may also view credits for other entities:
Select 'View Other Credits' from the Apply Credits Actions list.
If the current entity is associated with other entities, e.g., a spouse or employer, these entities will display.
Select an existing associated entity or enter an ID and click OK.
The credits for the selected entity will display. If there are no credits for the selected entity, an informational dialog box will indicate there are no credits. Click OK to close the form.
Inquiry-only fields in the Apply Credits List Form include:
|
Pmt |
The payment ID number. This hyperlink provides access to payment details on the Event Payment Profile. |
|
Credit Account |
The credit account associated with the payment. |
|
Available |
The amount of credit available. |
|
Date |
The date the credit was entered. |
Fields in the Apply Credit Detail Form include:
|
Amount |
The amount of the credit for the transaction. Required |
|
Transaction |
The type of transaction. Drop-down list; values validated against. Required |
|
Reason |
The reason for the transaction. Required |
|
Account |
The account associated with the transaction. |
|
Registration ID |
The registration ID associated with the transaction. |
|
Event ID |
The Event ID associated with the transaction. |
|
Note |
This field displays additional attribute information. |
|
Remaining |
The remaining balance after the transaction is completed. |
Note: Depending on the transaction type, not all fields will be visible on the form, e.g., Registration ID displays when the transaction type is Pay Registration.