System Administration

  • System Health Check

    The System Health Check identifies areas of the application that may require reconfiguration, revision, or other intervention. As the application e...

  • Configure User Defined Fields (UDFs)/Custom Field Sets

    User Defined Fields (UDFs) and Custom Field Sets are a way to add custom information, often question and answers, to various areas of the software....

  • Maximum Number of User Defined Fields (UDFs)

    User Defined Fields (UDFs) are created in the Opportunity Types belonging to each separate feature, for example Opportunity Types - Event Sales or ...

  • Retire Custom Fields/User Defined Fields (UDF)

    When custom field/user defined field (UDFs) sets are no longer needed, they can be retired. Retiring a custom field/user defined field set does not...

  • Drop-Down Choices for User Defined Fields (UDFs) and Custom Fields

    You can create custom fields/user defined fields (UDFs) with drop-down choices so users can select from a predefined list of answers. The drop-down...

  • Dependent Custom Fields/User Defined Fields (UDFs)

    User Defined Fields (UDFs) can be configured as dependent fields in Momentus Enterprise. So when a response is provided for a user defined field, a...

  • Assign User Defined Fields (UDFs) to Fulfillment Orders

    You use user defined fields (UDFs) to gather additional information about a fulfillment order. To learn how to set up a user defined field set, see...

  • Departments

    You use departments throughout Momentus Enterprise for reporting, work orders, inventory and other purposes. You can also configure the departments...

  • Locales

    Locales allow you to configure the regional settings for the system (Site Configuration), the organization (Organization Configuration), or the use...

  • Countries and States

    You use the Countries screen to manage countries, the states within the countries and the address labels for reports. The system comes with a small...

  • Units of Time

    Units of time are created for all measurements of time used to order and bill for items. For example, days, nights, per event, per function, hours,...

  • Units of Measure

    Units of measure are used throughout the software in areas such as service orders, resources and inventory. They are important for calculating item...

  • Custom Dictionaries

    You can create custom dictionaries to change the standard Momentus Enterprise phrases that are used in back office and in the public-facing applica...

  • Languages

    You use the Languages screen to configure the languages available to assign to accounts, use for external reports and on online web pages. You can ...

  • Alternate Descriptions

    You use alternate descriptions with Languages to control what descriptions are used in reports and public online web experiences.  To turn on alter...

  • Fiscal Calendar

    The fiscal calendar contains all the fiscal years and fiscal periods for each module in the system. These are used for processing financial transac...

  • Custom Links

    Custom links can be added to Momentus Enterprise dashboards or the Main Menu which will allow your users to access an external application. These c...

  • Using Parameters with Custom Links

    When creating a custom link (see the Configuring Custom Links article), parameters from the software can be passed to an external application.  For...

  • Display Dates in a Text Formula Field

    If you use a date/time field in a Formula Field configured with the Text type, it displays the date value from SQL (integer/numeric) rather than a ...

  • Commonly Used Formula Fields

    Formula fields allow you to create new fields that do calculations on other available fields in the same view. You can display these new fields nex...

  • Supported Excel Functions in Formula Fields

    Attached is a list of Excel Functions that can be used with Formula Fields.  Not all functions have been independently tested by Momentus Technolog...

  • Invalid Excel Formulas Creating Formula Fields

    When creating custom formula fields, an Excel formula that is tested within Excel may not be valid in the software. Check the following items to en...

  • Products and Services

    Momentus Enterprise uses the following hierarchy for exhibitor products and services: Category - Highest level of categorization for products and ...

  • Product Categories and Product Groups

    Product categories are the highest level of categorization for products and services. You can assign products with shared characteristics to a prod...

  • Product Types

    A product type is a way to further categorize a product. You can assign one type to a product or service. See Products and Services for details on ...

  • Product Brands

    A product brand is the company that manufactures a particular product. For example, Coca-Cola is the brand for Coca Cola, Sprite and Powerade and P...

  • Regions and Market Regions

    There are two different types of regions available within the software: regions and market regions. Regions (EV898_SALES_REGIONS) – Regions classi...

  • Unlock Batch Processes

    If you receive a message when processing a batch that the process is locked, you can use Unlock Batch Processes to unlock the batch. This option un...

  • Add an Organization

    You can add additional organization within the software to manage different business units. You should work with Momentus before you add a new orga...

  • Change the Color for an Organization

    In Momentus Enterprise, it is possible to configure the platform to display in a different color.  If you have multiple organizations within your ...