You can process certification orders if a component registration has a price associated with it. You can process payments, issue invoices, and ship materials for a certification program. This section explains how to process a component registration that requires order processing.
To process a component order, you must have selected the appropriate option on the Certification System Options window:
■ If you selected Suppress Creation of all Certification Orders, the Create an Order window does not display for any component registrations.
■ If you selected Suppress Creation of $0 Order Only, the Create an Order window opens for component registrations that have a price associated with them.
■ If you did not select either option, the Create an Order window opens for every component registration.
To enter a component order
1. From Certification, select Register a student> By component to open the Register a student by component window.
2. Click New.
3. Enter the ID of the individual registering in the Registrant field, or click the lookup icon to select an ID.
4. Enter the code of the component for which you are registering the student in the Component field, or click the lookup icon to select a component.
5. Tab to the Program field and enter the name of the program for which you are registering the student, or click the lookup icon to select a program.
6. Click Save. The Create an Order window opens because there is a fee associated with this component.
7. Click Save. A message is displayed informing you the order was created.
8. Click OK to return to the Register a student by component window. The Order # field displays the order number for the registration.
To enter and make a payment on a component order
1. From Certification, select Register a student> By component to open the Register a student by component window.
2. Enter a component order. (See To enter a component order.)
3. Click Payment on the Create an Order window. The Order Payment window opens.
4. In the Check/CC field, enter a check number or credit/debit card code and enter the required card information.
5. Enter the amount of the payment in the Payment Amount field.
6. Click OK on the Order Payment window.
7. Click Save on the Create an Order window. A message is displayed informing you the order was created.
8. Click OK. The system populates the Order field with the order number.
Note: Do not click Cancel on the Create an Order window unless you do not want to process the order. You must cancel the component registration and re-register in order to generate an order.
To print invoices for certification orders
1. From Certification, select Generate reports to open the Generate reports window.
2. Select Orders from the Report Types list.
3. Select Print New Invoices from the list of Available Reports.
4. Click Run.