Defining Meeting

Defining Meeting/Session Product Session Requirements

This task defines the equipment and supplies needed for a session.

Note:  This task is only available if the Predefine Requirements Inventory checkbox on the General Setup screen is checked.

To define the requirement inventory:        

  1. From the Subsystem Specific task category, click Session Requirements.  The Session Requirements screen will display.

  1. Click Add Requirement.
  2. Select the Requirement from the drop-down.  If necessary, select the Sub-Requirement from the drop-down.
  3. Enter the Used Quantity.
  4. Select the Requirement Status from the drop-down.
  5. Select the Currency from the drop-down.
  6. If necessary, click the Vendor link and search for the customer who will provide the requirement.  If necessary, click the Staff link and search for a staff member who is responsible for setting up the requirement.
  7. Select the Begin Date and End Date from the drop-downs.
  8. Enter the Cost.
  9. Enter any Comments.
  10. Click Save  to save any changes made.

 

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