In Aptify, an organization can register students for a class by creating an order for a Class product.
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Prior to Aptify version 5.0, class registration was performed using the Class Registration wizard. This functionality is |
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deprecated as of Aptify 5.0. Note to Administrators: Though no longer the preferred method, the Class Registration wizard is still available in Aptify for backwards compatibility purposes. If your organization has created processes using the Class Registration wizard and you wish to continue to use this method, see Enabling the Class Registration Wizard. See Enrolling a Student with the Class Registration Wizard for more information on |
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using the wizard for this process. This method cannot be used in conjunction with |
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the method to create class registrations from an order. |
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The Aptify Bulk Order wizard does not support Class Products. Therefore, you cannot use that wizard to generate registration for class type classes, but it does work for meeting type classes. |
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- A Class product is a product with a Product Type of Class.
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- Typically, the same Products record is linked to a single Course and all of the Classes for that course. In this case, a user enters the Class product for the Course and then selects the specific class on the order line, as described below.
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Click Add to add an order line to the order.
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The Class Product OrderMethod does not perform a prerequisite check for the Student when a Class Product is added to an order. If needed, an organization can configure the system to perform this check. Contact Aptify for assistance.
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By default, the Ship To Person automatically flows down to the Class Registration's Student field when you add the order line to the order. You can change this on the Order Lines form.
Aptify does not automatically populate a class for the class registration. Therefore, you must open the Order Lines form as described below before you can save the order.
(UPDATE: These two lines are applicable to a class type product. We need to distinguish what happens here for a meeting type product. This applies to steps 7 to 10, too.)Status colour Yellow title Need to attend the comment
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- You can do this either directly on the Class Registrations record (see Reviewing the Class Registrations Record) or from the Class Registration tab of the Order Lines form.
- Keep in mind that there are several options available for automating the process of changing the Status to Registered, including an Entity Bulk Operation or Process Flow. Contact your system administrator for details.
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- See the Shipping and Back Orders Shipping and Back Orders topic of the Aptify Order Entry Guide for details.
- If the order only contains a class registration, you should ship the order when you believe it is complete (so you can generate the appropriate GL entries). If you expect other changes will occur to the order, leave the Order Status to Taken until confirmed.
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This topic contains the following sub-topics that describe the creation and deletion of class registrations from an order:
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