Converting Prepaid Order from non CITB to CITB

Video: https://web.microsoftstream.com/video/bcaeca28-61aa-4eb8-9ed6-cac43ccff561

This process is the same for a Prepaid training, or an invoice “On Account” order

1. Create a partial credit note
2. Locate the original booking
3. Go to the linked order

1. Raise a partial credit note for the partial refund to the client

1. Create a new on account opportunity
2. Go to Opportunities and new
3. Select “On Account” as the record type

1. Build the on account order
2. Opportunity Name: Attendee Name – Course – Reconciliation Order
3. Close Date: End Date of course
4. Account Name: Construction Industry Training Board
5. Stage: Training Scheduled
6. Contact: Attendee Contact Record
7. Course: Course attendee is attending
8. Purchase Order / Cheque Number: PCRN from CITB
9. Billing Account: Construction Industry Training Board
10. Employer Account: Construction Industry Training Board
11. Workplace Account: Construction Industry Training Board

1. Add the product