Booking Order – Service orders that Enterprise automatically creates for space rental charges. When you book a space and assign a rate, the system creates a booking order. You can view the booking order on the Service Orders tab for the event. This booking order is automatically attached to the booking function.
Service Order – An order created by you that represents other event charges such as audio visual, catering, equipment, staffing, etc.
Service Order Item – The individual items within a service order such as a projector, food and beverage items, tables, chairs, security staff, etc.
Payment Plan – A multi-step schedule with due dates and amounts your customer needs to paid for an order or orders.
Payment – Any amount of currency that is accepted as compensation for order charges.
Transaction Type – The specific method used to make payment such as cash, check, credit card, etc.
Work Order – The work to complete for a service order such as setting up table and chairs. This can include specific notes for maintenance staff. You complete the work orders when the work is done.
Work Order Item – Individual items in the work order. If what you deliver is different than what the customer ordered, the work order item is updated to reflect the actual amount of the item.
Work Order Department – Department responsible for completing the work defined by the work order. This includes a/v, catering, equipment, etc.
Ordered Phase – Ordered number of units for an item that the customer requested. This may differ from the final number of units of that item that are delivered to the customer.
Actual Phase – Actual number of units of a given item that the customer receives when the work order is complete. When the work order is completed, actuals are automatically created by the system and display on the Actuals tab for the service order.
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