You use the Event Management Configuration screen to configure system behavior for the Event Management area of the software. Typically, this information is configured one time and rarely changed. It is important to understand the implications of changing any system configuration as changes can have substantial impact to how the system behaves in certain scenarios. If you need further clarification on how changing a particular setting may impact your system, contact your regional Client Care Team.
Click the Event Management Configuration link on the Main Menu to access the configuration screen. The screen has five tabs: General, Defaults, Orders, Exhibition, and Access Privileges. See below for information about the options within the Orders and Exhibition tabs.
Orders Tab
- Disable Default Service Order Account - If checked, the event account or function account does not default as the order account when an order is created. If checked, the order account defaults to the event account or function account.
- Use Price Classes When Adding Orders - If checked, account price classes are used to control the available price lists when adding an order. Only the valid price lists that match the account price class are available for selection. If unchecked, all available price lists are available for selection.
- Add SO Item Cursor Position Default - Determines the location of the cursor for the Add Service Order and Add Service Order Item screens (v19 only).
Order Inline Order Item Settings Section
- Order Inline Order Item 1 - 10 - Each of these fields determine the resource to use for an inline order item. You can add inline order items directly from the Add/Edit Service Order screen so you do not have to access another grid or screen. In each drop-down, select the resource for the inline order item. For more information, see Custom Order Item Fields. You can use this parameter to configure inline notes or use the directions in the article.
Exhibition Tab
Exhibitor Settings Section
- Exhibition Defaults - Exhibition Defaults configuration to use for events.
Assignment Settings Section
- Update booth order status to... - New order status to use when a booth is associated with an order.
- Prompt when deleting of booths - If checked, the system prompts to confirm the deletion of one or more booths. If unchecked, no prompt appears.
Comments
2 comments
Hello, Have quotes been removed from .97 and higher for hosted clients?
0 upvotes
Hi Rebecca,
Yes, Quotes were removed from .97 and up and are no longer supported.
Thanks,
Mike
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