Events: Items

Events are Items that are linked to a Calendar Group and Resource that have a start and end date/time that automatically updates the Transaction Quantity based on the Event Type and setting the Quantity will in turn set the End Date/Time.

Events functionality can be enabled in a Transaction Type checking the new Events setting - see Setups > Transaction Types > Use Events.

If the Transaction Types Calendar setting is checked, Events will be replicated to the Calendar and changes to the Calendar will be replicated back to the Transaction. See Setups > Transaction Types > Update Calendar. In the Calendar, the start and end Date/Times of Events can be changed. Events can also be moved to other Resources in the same group.

Event Items

Event settings can be added or partially to Items in the Events tab and these will be copied to the Transaction when the Item is added. eg. For a Hotel booking, you might only select the Resource Group (eg. Rooms) and then select the Resource (eg. Room A) after the item has been added to the Transaction. See image below. The Entity fields can also be updated in the Items Editing View > Detail.

Navigation

Main Menu > Items > Items > View > New/Edit > Events

1. Event Type - Event Types include:

   • Days - Qty is set according to Calendar days/part days - eg. Hotel Bookings, Excursions, etc.

   • 24 Hrs - Qty is set for every 24 hr/s or part thereof - eg. Car Rental

   • Hours - Qty is set by difference in hours from Start to End time. - eg. When Services are billed at an hourly rate.

2. Resource Group - This allows you to specify which Resource Group the Event is to access.

3. Resource -This lookup list is specific to the Resource Group.

4. From / To - This calendar functionality will calculate the start and end time of the Event. This can be specified at Transaction level, either in the Calendar or in the Transaction.