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Define an event - event details window

Define an event window

From Events, select Define an event, and click New

Event Code

Specifies a code made up of alphanumeric characters that is unique to this event. It cannot contain spaces or special characters.

Note: The content displayed in the Event Code field can be customized. See Setting up Events Advanced Features.

Title

Specifies the name of the event. This title appears in windows and reports generated for this event.

Type

Specifies an event type.

The type defaults to EXPO for exposition events created using the Exposition module. Events to be managed using the Exhibition module should be set to EX.

Note: You can define additional type values on the MEETING_TYPE general lookup/validation table. For example, you can add AWARD for award ceremonies. For details, see Creating General Lookup/Validation Tables.

Status

This field specifies the event status:

Begin Date

Specifies the event start date.

Note: The Begin Date determines when deferred income is transferred to earned income for an event.

End Date

Specifies the date the event ends.

Early Cutoff

Specifies the last calendar date a discounted rate can be applied for early registrations.

Note: If you do not vary fees for functions based upon the registration date, leave this field blank.

Reg Cutoff

Specifies the last calendar date the regular rate can be applied. If regular and late fees are set up as part of the event definition, any registrations entered after the regular cutoff date are automatically charged a late fee. If you do not charge a higher fee for late orders, leave this field blank.

Maximum

Specifies the maximum attendance limit for the event. The attendance limit and the number of available registrations (attendance limit minus registrations to date), displays for this event on the Define an event window.

Entity Code

(Displayed only when Multiple Entities is checked on the AR/Cash Set up module window) Specifies the accounting entity to which event income will be assigned. Event functions that do not specify an entity code will use this entity code. Event functions that specify their own entity code will ignore this code.

Tax Authority

(Displayed only when Canadian taxation is enabled) Specifies the Canadian tax authority that applies to the event.

Suppress Confirm

Specifies that confirmation notices will not be printed for this event.

Logo

Specifies an event logo that can be printed on badges. If there is no logo in this area, iMIS uses your organization's default logo stored in the Organization Names window for badges.

Function list

Lists the functions that have been defined for the event. A value of YES in the Activity column indicates which event functions have the Create Detail Activity checkbox selected on the Event Function Detail window, which results in MEETFUNC activity records being created for the function when the event is closed.

Totals

Insert

Opens the Event Function Detail window.

Edit

Opens the selected function in the Event Function Detail window.

Delete

Deletes the selected function.

More

Displays a menu of the following event setup options:

Hotels

(Displayed when licensed for Hotels) Opens the Hotels window.

In This Section

To define an event

See Also

Fundraising Event Management

Fundraising function overview

Defining an event as a fundraising event

Event Function Detail window

Receipts, reports, and summaries

Setting event function fees


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