Award Entry Wizard

Modules > Awards > Awards > Find, Query, or Add Award > Award Profile > Award Entry icon

The Award Entry Wizard has four steps. This topic covers all of the following four steps:

1. Step 1: Award Entrant Info
2. Step 2: Fees
3. Step 3: Review / Edit
4. Step 4: Payment

In the wizard, you'll find the following icons:

Use this Icon	To Perform this Action
	edit icon to open an edit page for that field.
	add icon to add a new record for that field.
	look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.

 

Step 1: Award Entrant Info

1. Go to Modules > Awards > Awards > Find, Query, or Add Award > Award Profile > Award Entry icon. The Award Entry Wizard opens.
2. Fill in the Award Entry Information fields for the populated award as described in the table below.

   Field Name	Required	Description
   entry customer	Required	Type the first few letters of the Individual's, Organization's, or Household's name to get a list of matches, click the customer you want. Or click the look up icon.
   nominator	Optional	Type the first few letters of the Individual's, Organization's, or Household's name to get a list of matches, click the customer you want. Or click the look up icon.
   entry received date	Optional	Enter or select the date when the entry was received.
   entry number	Required	Enter a number to identify the entry.
   source code	Optional	Type the first few letters or numbers of the source code to get a list of matches, click the source code you want. Or click the look up icon.
   division	Optional	Select a division from the drop-down list.
   category	Optional	Select a category from the drop-down list.
   medium	Optional	Select a medium in which the award will be given.
   entry title	Required	Enter the title for the entry.
   agency	Optional	TBD
   winner category	Optional	Select the winner category such as Runner Up, Honorable Mention, or First Place.
   date presented	Optional	Enter or select the date that the award entry is presented.
   citation	Optional	TBD

3. Click the Next button to go to Step 2: Fees.

Step 2: Fees

This is where all fees pertaining to the customer appear. For example, if there is a fee for members, non-members, and a general fee, and the customer is a member, only the member fee and general fee appear. If there are multiple fees for an award, for example, for each stage, these fees also appear on this page.

1. Click the check box beside each Award fee that applies to this entry.
2. Click the total button to see the total price for all the award fees you selected.
3. Enter any text in the notes field.
4. Click the Return to Award Entry button to return to Step 1: Award Entrant Info.
5. Click the Review/Edit button to move on to Step 3: Review/Edit.

Step 3: Review/Edit

1. Fill in the Bill To Information fields as described in the table below.

   Field	Required	Description
   Bill To	Optional	Click this drop-down list to see the full billing address of the entrant
   contact	Optional	Select a contact name from the drop-down list.
   address	Optional	Click the drop-down list to select an existing address added from the CRM module. Click the edit button to edit the existing address. Click the add button to add a new address.
   comm pref	Optional	Click the drop-down list to select a communication preference.

2. Fill in the Ship To Information fields as described in the table below.

   Field	Required	Description
   Ship to	Optional	Click this drop-down list to see the full shipping address of the entrant
   address	Optional	Click the drop-down list to select an existing address added from the CRM module. Click the edit button to edit the existing address. Click the add button to add a new address.
   comm pref	Optional	Click the drop-down list to select a communication preference.
   source code	Optional	Enter a code that represents where or how you initiated the relationship with that Individual
   media code	Optional	Enter a code used to track how something (usually an invoice or payment) arrives at or is received by the Association

3. Check the Line Items section for accuracy.
   • Click the Complementary Products drop-down list for a list of complementary products you can add to the Award Entrance fee.
   • Click the Additional Items drop-down for a list of other actions you can perform such as the following:
     • add discount
     • add shipping
     • edit discount
     • apply discount program
   • Click the delete button to delete an entrant.
   • Click the edit button to open the Edit Line Item window.
   • Click the Award Fee name link to see the Award Fee picture and details.
   • Click the net credit link to open the Apply Credit window.
4. Click the Return to Fees button to return to Step 2: Fees.
5. Click the Payment Info button to move on to Step 4: Payment.

Step 4: Payment

NetForum creates invoices from the information you enter in the Payment page. This is true even if the fee is $0.

1. Verify and edit the information in the Invoice/Order Information section. Verify the Customer name, Total, Credit applied, Payment, and Balance due.
2. Edit the fields described in the table below:

   Field Name	Required	Description
   confirmation: send by email	Optional	Click this check box to send the order confirmation by email.
   confirmation: send by fax	Optional	Click this check box to send the order confirmation by fax.
   bcc confirmation email	Optional	Enter the email address you would like to blind cc on the invoice confirmation email.
   auto distribute payment?	Optional	Click this check box to have NetForum distribute the balance equally among installment payments when you change the number of installments.
   group items	Optional	Click this check box to group all the line items in this order into a single item on the invoice report.
   Group description	Required	Enter a description for the grouped items. This description appears on the invoice report.

3. Edit the fields in the Invoice and Payment Information section as described in the table below. Depending on the type that you choose, you may see some or all of the fields listed in the table below.

   Field Name	Required	Description
   batch: make default?	Optional	Click this check box to make the selected batch your default batch. This batch appears in the batch field of every payment page to save you time selecting a batch from the drop-down list.
   batch: drop down	Required	Select an existing batch form the drop-down list or add a new batch by clicking the add icon.
   PO number	Optional	Enter a PO number. Enter up to 50 characters, numbers or letters.
   type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
   transaction date	Required	Enter or select a date for the transaction.
   payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
   # of installments	Required	Enter the number of installments the customer wants to complete the payment.
   frequency	Required	Select the frequency of the payment installments.
   proforma?	Optional	Click this check box if the payment is proforma.
   invoice terms	Required	Select the invoice terms from the drop-down list.
   first invoice date	Optional	Enter or select the first payment date for installment payments. To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future.
   notes	Optional	Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.

4. Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

   Payment Method	Field Name	Required	Description
   cash	reference number	Optional	Enter an optional tracking number for cash payments.
   check / TeleCheck	name on check	Required	Enter the full name on the check.
   check / TeleCheck	check number	Required	Enter the number on the check.
   TeleCheck	account number	Required	Enter the checking account number.
   TeleCheck	routing number	Required	Enter the nine-digit routing number.
   credit	cardholder's name	Required	Enter the full name on the card.
   credit	card number	Required	Enter the full credit card number.
   credit	expiration date	Required	Select an expiration date.
   credit	CVV	Optional	Enter the credit card security code from the back of the card.
   credit / TeleCheck	cc/check street address	Optional	Check the existing address.
   credit / TeleCheck	cc/check city	Optional	Check the existing city.
   credit	cc/check state & zipcode	Optional	Check the existing city and zip code.
   TeleCheck	cc/check zipcode	Optional	Check the existing zip code.
   TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
   TeleCheck	social security number	Optional	Enter the check holder's social security number.
   credit / TeleCheck	cc/check email	Optional	Check the existing email address.

4. Click the Return to Review/Edit button to return to Step 3: Review Edit
5. Click the Finish button to complete the Award Entry and return to the Award Profile page.