RIO Challenge v4 - C06.16 - Student Voucher Setup

When students are eligible for discounts or special promotions, RIO University issues Study Vouchers to reduce the cost of tuition or other fees.

In RIO Education, Study Vouchers can be applied as either Order Discounts (reducing the total Transaction Order) or Order Line Discounts (reducing a specific Transaction Line Item).

In this challenge, you will create Study Vouchers for a student and apply them to a Transaction Order, observing how the discounts affect the Transaction Line Items.

Learning outcomes

1. Understand how Study Vouchers are created, either as an Order Discounts or an Order Line Discounts.
2. Learn how to apply vouchers as Study Voucher Transaction.
3. Observe the effect of Study Vouchers on Transaction Orders and Transaction Line Items.

What does success look like?

1. Study Vouchers are created for Order Discount and Order Line Discount.
2. Both vouchers are applied to the student’s Transaction Order.
3. Transaction Line Items reflect the total discount correctly, and voucher transactions are confirmed.

Related challenges

1. C06.14 - Student Fee Generation
2. C06.15 - Student Funding Setup

Estimated time to complete

15 minutes.

Steps to complete the challenge

RIO University is offering a one-time discount voucher to a student. As the admin, your task is to create the Study Vouchers for Fred Smith and apply them to his Transaction Order.

1. Click on the 'RIO Challenge' tab at the bottom left of the page. Click on 'Initiate Challenge' to generate the data required for this challenge.
   
   
   
    
2. From the App Launcher, search for Study Voucher.
   
   
   
    
3. Create 2 Study Vouchers.
   Study Vouchers are discounts that can be applied to a Transaction Order.
   
   Let's create our first Study Voucher.

Then, create the second Study Voucher.

4. Go to the 'Contacts' tab, and select the list view ‘C06.16 - Student Voucher Setup’ to find Fred Smith's record.
   
   
   
    
5. Navigate to the ‘Transactions’ tab.
   
   
   Select the Transaction Order record prepared.
   
   
    
6. Create 2 Study Voucher Transactions.
   Study Voucher Transaction is used to track the transaction or usage of a Study Voucher. Without a Study Voucher Transaction, a student will not be able to receive any discounts or vouchers on their Transaction Order.

7. For Study Vouchers with Apply As = Order Line Discount, a Transaction Line Item will need to be created manually for the discount to be applied to the Transaction Order.
   However, for Study Vouchers with Apply As = Order Line, no additional Transaction Line Item will need to be created.
   
   Create a Transaction Line Item for Study Voucher ‘C06.16 - Discount 100’.

8. As C06.16 - Fred Smith, click on the ‘Log in to Experience as User’ button.
   
   
   
    
9. Navigate to ‘My Carts’
   
   
   
   
    
10. Click ‘Make Payment’.
    Notice that the student has a $300 discount, and only need to pay $700 instead of the full price.
    
    
    
    Now, let's complete the payment process. Don't worry, you won't be charged for this!
    Click ‘Make Payment’, then select ‘Credit’ payment type.
    
    Then, fill in the Payment Details and click ‘Pay’.

11. Once payment is done, log out as Fred Smith.
    Then, navigate back to the Transaction Order record.
    
    
     
12. Observe the Transaction Line Items.
    Notice that 2 new Transaction Line Items were created: one for the discount line, the other for the payment.
    
    
    
     
13. Congratulations, you have completed the challenge! Click on the 'RIO Challenge v4' tab at the bottom left of the page, and click on 'Complete Challenge'.