Understanding the Conferences Screen
Summary / TL:DR: This article will help you understand the Conferences screen in Advantage.
This is a review of CEM, or conference, type orders. Â Note that some field names and locations may vary slightly based on individual scripts used at Customer Activity. To learn more about identifying and changing scripts go here.Â
Conference RegistrationÂ
Displays the details for the selected conference registration.
Conference ID | The item number associated with the conference. |
Location | The location associated with the registration. |
When | The dates the conference will take place. |
Bill-To | Displays the shipping Info of the billable customer. |
Contact | Displays the shipping info for the recipient of the conference order. |
Added On | Date the conference order was added. |
Updated On | Date the conference order was last updated. |
Registration ID | ID number generated when the conference order is place to ID the registrant. |
Status | Shows the status of the conference order. |
Customer PO# | Not Used. |
Billing Currency | Currency the rate is associated with. |
Invoice Terms | Shows if the customer's Past Due Amount exceeds the Past Due Limit associated with the Terms Code on this order, the order is placed on hold. |
Promotion Code | Promo code used to place the conference order. |
Bill By | When more than one person is involved (a multi-attendee registration), then the bill-to can be identified at:
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Registration Type | An attendee record contains the registration type indicator which identifies whether the person is participating as:
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Bill-To Ship-To
The display of the Bill-to Customer and Ship-to Customer associated with the conference registrant. Â
Invoices / Payments
Display of all monetary transactions associated with the selected term of the subscription. Â This is a condensed version of what is available from the Invoices & Payments screen used to display simplified information on basic transactions. Â It is recommended that when complicated transactions are involved to use the Invoices & Payments screen. From this tab you can Add Payment to an open invoice by clicking Add Payment
These are the default customized columns from this screen. Â There are more columns available.
Trans. Date | Date of the transaction. |
Trans. Nbr | Order number of debit number of the transaction. |
Applied to | The order number or debit number the transaction was applied to. |
Source | The system name the transaction is associated with:
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Trans. Type | The type of transaction:
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Transaction Status Description | The status of the transaction. |
Total Amt. | The amount debited/credited. |
Remaining Amt. | The amount remaining that has not been paid/credited. |
Billing Currency | The currency the order was billed in. |
Payment Code | The type of credit card used for the transaction. |
Payment Nbr | The credit card number used for the transaction. This field is masked to only display the last 4 digits. If the payment is by check, the check number will display here. |
Credit or Debit | Shows if the transaction was a debit or credit. |
Posted | Displays if the transaction has been posted. |
Debit Fully Paid | Displays a Y if the debit is fully paid. N if not fully paid. |
Due Date | The date the payment is due. This is primarily used for when payments are spread out with installment billing. |
Payment Type | The type of payment used. CC = Credit Card. CK = Check. |
Email Delivery History
Displays a history of all fulfillment emails sent to the customer for the conference. From this tab you can resend emails to the customer. For more information, go here.
These are the default customized columns from this screen. Â There are more columns available.
Unique ID | Unique identifier of the email sent. |
Email Address | The email address on file for the subscription. |
Date Sent | Date the email was originally sent to the customer. |
Time Sent | Time the email was originally sent to the customer. |
Sent Status Description | The status of the email sent.
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Bounce Reason Description | The reason for the bounce - currently all are recorded as Bounce. |
Email Subject | Description from Message Central of the email sent to the customer. Not necessarily the subject line of the email, this is controlled by what is entered in Message Central. |
Attendees
Displays every transaction associated with the conference.
Attendee Name | Displays the registered name for conference. |
Badge Name | Displays the name the registrant wan't for their badge. |
Registered On | Displays the date the conference was registered on. |
AttendeeType | Displays the registration type. |
Customer Number | Displays the customer number for the registrant. |
Status | Shows the status of the conference order. |
Selected Sessions
The customer's information associated with the conference. Â From this tab you can add, change or delete a conference registration.
Session | Displays the session type that has been registered for. |
Session Name | Displays the name of the conference session. |
Session Date | Shows the date the conference session starts. |
Last Updated | Date the session was last updated for the customer. |
Status | Displays the session status. |
Attendee Type | Displays the type of badge that has been registered. |
Invoices
Displays every transaction associated with the selected conference item.
Order Number | Order number of the conference transaction. |
Bill-To Customer | Displays the shipping Info of the billable customer. |
Bill-To Name | Name of conference registrant. |
Posting Date/Time | Date and time the order was posted. |
Invoice Total | Shows the total amount of conference order. |
Balance Due | Displays any remaining amount due for the conference order. |
Posting Status | Will display the status of the invoice. |
Control Group Date | Displays the the date the control group was last updated. |
Control Group ID | Shows the control group of the rep keying the order |
Original Order Lines
Displays complete list of all order lines from original order. Â If the order had multiple lines associated with it, all order lines will display here.
Item Number | Item Number associated with the order line. |
Qty Ordered | The quantity ordered of the line item. |
Qty Shipped | The quantity shipped of the line item. For subscriptions, this should always match the quantity ordered. |
Unit Price | Price per unit. |
Item Gross | Price x Quantity Ordered. |
Ship-to Customer | The customer number the order line was shipped to. |
Address Code | The address code associated to the customer number the order line was shipped to. |
Control Group Date | Displays the the date the control group was last updated. |
Control Group ID | Shows the control group of the rep keying the order |