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Setting Up Contracts

Contracts are similar to sub events. If your venue has multiple facilities with different events running in parallel, you can use Contract Maintenance to process concurrent events. You can also generate reports to view sales revenue by contract.

You must first obtain consent from a contract holder prior to storing their personal data in the system.

Figure 1-22 Setting Up Contracts

This figure displays the Contract Maintenance window.
  1. On the toolbar, click Setup, click Master Files, and then click Contract Maintenance.
  2. Enter the contract ID, and then enter the contract Name.

    The contract ID can be 1 to 20 characters in length and alphanumeric.

  3. (Optional) Enter the contact information.
  4. Select the Contract Start and End (optional) dates and times.
  5. In the Privacy Policy section, select Acknowledgement to opt in or provide your consent to the processing of personal data (when processed through the API). After you check this option, the Acknowledgement Date field automatically updates using the current date.

    If the contractor is not the person who is entering the personal data, the application end-user can do so on behalf of the contractor.

  6. Click Save.
  7. After initializing the event, assign contracts to the inventory locations they are catering. See Assigning Contracts to an Event for instructions on assigning contracts to an event.