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Purpose: Understand the name change from “intercompany” to “Inter-Brand” and the workflow changes.

Workflow Changes

  • Intercompany renamed to Inter-Brand.

  • Inter-Brand is a role-based payment method option when paying an invoice.

    • The Inter-Brand payment right is granted on a brand-by-brand basis by one brand to another

      • Ex: Brand A grants the Inter-Brand payment right to Brand B. Brand B would see the Inter-Brand payment option under payment methods when purchasing a program from Brand A.

      • Ex: Brand A chooses to NOT grant Inter-Brand payment rights to Brand C. Unlike Brand B in the prior example, Brand C would NOT see the Inter-Brand payment option under payment methods when purchasing a program from Brand A.

  • Inter-Brand is NOT an option when creating payment plans.

  • Inter-Brand added as an option on the first step of Bulk Registration.

  • The purchasing brand will be displayed at the top right of the generated invoice.

  • For Registration by Admin (Program > Register), a step has been added in to select from the following options:

    • Pay in Full

    • Payment Plan

    • Inter-Brand

    • Discount

Best Practices & Notes

  • Inter-Brand invoices can no longer be created and left open.

    • Eliminated artificially inflated Accounts Receivable data for more accurate financials.

  • Invoice corrections/reversals will be done through a traditional refund.

  • When Inter-Brand is being used, it must apply to the entirety of a registration and partial Inter-Brand Adjustments are not allowed.

Additional Guides & How Tos

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