Prerequisites for Posting Charges for Events
Posting event charges allows you to invoice for the charges associated with the resources selected for the event. These event resources might include, function space rental, menu (food and beverage) charges, AV equipment, and entertainment.
From the Event Posting screen you can also access the Billing screen for the event (the Billing screen attached to the PM for the event) to post other charges that were not configured as event resources.
In addition to the invoice produced and a detailed pro-forma invoice report, the OPERA Cloud Sales and Event Management Standard Cloud Service subscription provides two different banquet folio styles showing all posted charges related to the event: Folio Style 21 (Banquet Folio by Revenue Type) and Folio Style 22 (Banquet Folio by Event). Refer to Folio Styles.
The block must have a checked-in PM (posting master). To create a posting master, refer to Posting Master.
The event status must be ACTUAL. This status enables the system to know the final number of attendees upon which event charges are based. You can make positive or negative postings based on changes in the number of event attendees or in the quantity of items.
Appropriate transaction codes must exist for the event resources that are posted. Refer to Revenue Type Mapping.
Your user account must be assigned a Cashier ID and your role must have the Manage Events, Manage Event Postings task.