To define event functions
- From Events, select Define an event to open the Define an event window.
- Double-click an event to open it in the Define an event (detail) window.
- Click Insert to open the Event Function Detail window.
- Enter a unique Function Code using any combination of letters and/or numbers.
- Enter a Title (function name) of up to 60 characters. The title you enter here appears on reports that show individual products, such as confirmation letters and detailed rosters.
Note: The function Type defaults to REG, and the Status defaults to A.
- In the Type field, accept the REG default, or select the lookup icon to select a value.
- In the Status field, accept the A default, or select the lookup icon to select a value.
- (Optional) Enter a numeric Sort Sequence.
- (Optional) Enter a Begin Date for the function.
- (Optional) Enter a beginning Time for the function.
- (Optional) Enter an End Date for the function.
- (Optional) Enter an ending Time for the function.
- (Optional) Enter a Description.
- (Optional) Enter a Maximum number of registrants.
- (Optional) Enter a Conflict Code, or if conflict codes have been defined, select the lookup icon to search for a code.
Note: You can set up Conflict Code validation by editing the CONFLICT_CODE table (from Customers, select Set up tables > General lookup/validation, and edit or create the table named CONFLICT_CODE).
- (Optional) Enter the Last Ticket #. If printing tickets for the function, enter a specific start number, or accept the 0 default.
- Check the Fund Raising Function checkbox. The Fund Raising specific fields (Appeal, Campaign, and Fair Market Value) appear, and the Entity Code field changes to the Fund field.
Note: The Fund field is restricted to codes that are marked "Is Fund" in iMIS setup. Entity Code can contain any Org Code defined in iMIS setup.
- Fill in the following fundraising information (all fields are optional):
- Fund
- Appeal
- Campaign
- Fair Market Value
- (Optional) Select Print Tickets if you want to generate tickets for this function.
- (Optional) Select Automatic Option if you want new registrants to be registered for the function automatically.
- (Optional) If you are licensed for e-Events and wish to see this function on the Web, enable the Show this Function on the Web option.
- Click Save.