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Scenario for Generating and Managing Event Orders

This scenario provides an example of a process performed by an event manager to prepare for an upcoming event. Your company may follow a different process according to its business requirements.

The process for generating and managing event orders occurs after the event manager gathers sufficient detail to create the documentation necessary to execute the event.

The events manager generates a primary order for the quote and then continues to generate a network of orders associated with the quote. These orders can be generated at any point in time.

After the orders are generated, the event manager continues to modify order line items as needed to meet billing requirements and other conditions. In addition, other order-related activities are performed that include adding notes or attachments to the order and updating primary orders to function records.

After the order records are created, event management users access different order records according to visibility rules that are in place.