Defining Meeting/Session Product Session Requirements
This task defines the equipment and supplies needed
for a session.
This
task is only available if the Predefine
Requirements Inventory checkbox on the General
Setup screen is selected.
To define the session requirements:
1. Click
Session Requirements from the
Subsystem Specific task category.
The Session Requirement Inventory screen displays, as shown below.
2. Click
Add Requirement.
3. Select
the Requirement from the drop-down.
4. If
necessary, select the Sub-Requirement
from the drop-down.
5. Enter
the Used Quantity.
6. Select
the Requirement Status from the
drop-down.
7. Select
the Currency from the drop-down.
8. If
necessary, click the Vendor link
and search for the customer who will provide the requirement.
9. If
necessary, click the Staff link
and search for a staff member who is responsible for setting up the requirement.
10. Select
the Begin Date and End
Date from the drop-downs.
11. Enter
the Cost.
12. Enter
any Comments.
13. Click
Save.
| Screen Element |
Description |
Session Level Equipment
and Supplies |
| Add Requirement |
Button. When clicked, a row is added to the Session Level Equipment
and Supplies table and the corresponding fields are enabled to
add an inventory item. |
| Delete Requirement |
Button. When clicked, the highlighted row from the table and
the information entered in the Inventory Detail fields are deleted. |
Inventory Detail |
| Requirement |
Drop-down. The type of requirement being provided.
For example, computer equipment, light cannon, or food service. |
| Sub-Requirement |
Drop-down. A requirement type can be sub-coded.
For example, a specific type of computer equipment, a specific
meal, etc. |
| Used Quantity |
Text box. The number of this item required. Default to 1. |
| Requirement Status |
Drop-down. The status of the request. Values are “Reserved”
and “Requested.” The default is “Reserved” if the item is available,
and “Requested” if the item is unavailable. |
| Currency |
Drop-down. The currency code of the cost figure. Defaults to
the base currency of the system. |
| Vendor |
Link. The supplier that is providing the inventory requirement. |
| Staff |
Link. The person responsible for setup of the requirement.
ID is an option, but when filled in, will populate the name. |
| Begin Date |
Drop-down. The date and time range during which this item or
service is available to start. |
| End Date |
Drop-down. The date and time range during which this item or
service is available to end. |
| Cost |
Text box. The cost of the item. This is for reference only
and is not used for any financial transaction creation. |
| Comments |
Text box. Free-form field used to add additional comments about
the session requirements. |
|