Events: Set up tables

Events provides several General Lookup/Validation tables that help you manage your events:

BADGE_TYPE

Stores the badge types needed for your events. The Events module comes with two predefined badge types: Free_Pass and Paid_Pass. Free passes come with the purchase of a booth. For example, when setting up your event, if you indicate that each booth unit receives two free passes, that is the number of free passes available to the registrant for each booth unit.

A Paid_Pass is a specific product defined at the event function level. For example, registrants may want to purchase additional badges with their booth order. The BADGE_TYPE information is available from the Register a customer window's Badges tab. As you issue each badge, you can see the number available for each Paid and Free Pass type displayed below the data entry area.

Although the Events module comes with the Free_Pass and Paid_Pass badge types already defined, you can define as many badge types as you need for your particular event. Badge types will be available on the Badges tab only if they have been defined in the BADGE_TYPE General Lookup/Validation table.

CEU_TYPE

Stores continuing education units (CEU) type codes used for validation and lookup of CEU credit entries if you are not licensed for the Certification module.

If you are licensed for Certification, lookup and validation of CEU Type fields are performed against CEU type codes that are defined in Certification. If this CEU_TYPE table is also populated with CEU type codes, then the codes from both sources are combined and listed alphabetically when you click the CEU Type field's Lookup icon.

Note: If an identical CEU type code exists both in Certification and in the CEU_TYPE table, the code from Certification is used.

CONFLICT_CODE

Stores codes used in determining date/time conflicts and content conflicts between events. Registering for conflicting event functions will display a warning message.

GL_ACCOUNT

Stores accounting codes. If the Validate G/L Accounts option is enabled on the AR/Cash General Ledger Interface window, then the table will be used to validate accounting codes. If the option is not enabled, you may enter codes that are not in the table.

MEETING_TYPE

Stores codes used in distinguishing different types of events, such as CONF for conference and SEM for seminar.

PREFIX

Stores titles and abbreviated titles that precede a customer's formal name, such as Mr., Ms., and Dr.

SOURCE_CODE

Stores codes used in specifying the marketing program or contact type that generated an accounting transaction, such as phone and mail. Enable the Force Source Coding option on the Customer Setup - Basic Options window to require source coding.

SUFFIX

Stores titles and abbreviated titles that follow a customer's formal name, such as Jr., Sr., II, and III.

TITLE

Stores professional titles and positions, such as CEO, COO, and CMO.

To create General Lookup/Validation tables for events

  1. Select Customers > Set up tables > General lookup/validation to open the Set up general lookup/validation window.
  2. Select the drop-down arrow to display a list of table types.
  3. Scroll to the bottom of the list, and select (New Table). A data entry window opens.
  4. Enter a New Table Type in the window.
  5. Click Save to return to the Set up general lookup/validation window.
  6. Click New.
  7. Enter the table information:
    • Enter a Code for the new definition.
    • (optional) Enter an expansion value for the code.
    • (optional) Enter a brief Description of the defined item.
  8. Click Save.