Register a customer window - Overview tab

From Events, select Register a customer, and select the Overview tab
Order Summary
- Order - Displays a system generated order number for the event registration.
- Event - Specifies the event code. The event name and dates are displayed below this field.
- Date - Specifies the registration date. The default date is the current system date, or the batch date if batch control is enabled.
- Source Code - Specifies the source code to be used for response tracking. This maps to Appeal Code in Campaign Management.
Registrant Summary
- ID - Specifies the registrant's identification number. The system displays the registrant's full name, title, and customer type in the data area above the Overview tab.
- Add - Opens the Attendee tab so that you can enter a customer information for someone who is not listed in the iMIS database.
- Transfer/Substitute - Enables you to transfer a registration from one event to another, or to substitute one registrant for another for a specific event.
- Class - Designates the registration class. The field defaults to either M for member or NM for nonmember. The class type's description is shown to the right of the field.
- Status - Designates the cancel/transfer status of a registration. C designates a cancelled registration and CT designates a transferred registration. The field is blank if the registration has not been canceled or transferred.
Payment Summary
- Charged - Displays the total amount charged for any applicable event fees.
- Taxes - (International Taxation only) Displays the total amount of applicable taxes.
- Total - Displays the total amount charged for the event registration excluding any applicable taxes.
- Paid - Displays the amount paid to date towards the total charge for the event registration.
- Balance - Displays the total outstanding balance for the event registration.
- Purchase Order - Specifies a purchase order number or other reference number.
- Bill To - Designates a third party responsible for paying for the registration.
Function
Select a specific function from the list of available event functions. If the function title is longer than the display field, the complete function name will be shown in the status bar at the bottom of the window.
Qty
Enter the number of registrants per function. If a registrant is bringing guests to an event, enter the correct number of registrants for each function.
Price
Designates the attendance cost for the selected event function.
Tax Code
(VAT only) Designates the tax code defined for the selected event function.
VAT
(VAT only) Displays the tax code's tax rate.
View Roster
Opens the Event Roster window which shows all registrants and their registration status.
Letter
Opens the Meeting Standard Letters window.