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Scenario for Generating and Managing Event Orders

This topic gives one example of how event orders might be used. You might use the functionality for event orders differently, depending on your business model.

This scenario illustrates a process performed by an event manager to prepare for an upcoming event. 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.

An event manager generates one or more event orders for a quote. The event manager might generate a primary order for the quote. This information includes all details about function inventory. Alternatively, the event manager might decide to generate a function order for each function associated with a quote.

After the orders have been generated, the event manager continues to modify order line items as necessary to meet billing requirements and other conditions. In addition, the event manager performs other order-related activities such as adding notes or attachments to the order and updating primary orders to function records.

After the order records are created, event managers access different order records according to predefined visibility rules.