Replace Participant

Caution Caution

The following applies to time-dependent courses .

End of the caution.

Use

You can replace one booking with another if a participant booked for a course cannot take part in it for whatever reason.

Features

  • You can replace any bookings of a participant.

  • The settlement data (price and fee assignment) of the participant being replaced automatically applies to replacement participants for whom billing or activity allocation was not yet performed. However, if the replacement participant has a different settlement type, cost center (cost center ID and controlling area), partner function, or payment card data, you can change the settlement data in the Fee and Assignment dialog box.

Replacing individual participants

  • When an employee booked for a course cannot take part in it, you can replace the participant with another employee. You do so by replacing one booking with another.

  • You can carry out replacements for internal and external courses, in any status. You can also replace bookings for courses that are locked, canceled or historically recorded.

  • As a rule, the booking priority, participation fee, and fee assignment data remains the same when you replace a booking.

Note Note

However, a dialog box appears querying whether you want to enter different settlement data for the new participant.

End of the note.
  • The same checks are carried out as for bookings and cancellations, with the exception of capacity checks.

Replacing N.N. bookings

  • You can replace no name (N.N.) bookings, that is, group bookings for companies, organizational units and customers.

  • The replacement participant can be either a group participant or an individual named participant.

  • It is also possible to partially replace N.N. bookings.

Example Example

An N.N. booking with 5 participants for an organizational unit can be replaced with a booking for 2 other members of an organizational unit. The remaining 3 original bookings are still valid.

End of the example.

Result

The original booking is deleted.

The new booking is made.

See also:

Replacing Participation