Events

Opmerking

The Events editor is only available when Event-Based Accounting is enabled for the company by the system administrator.

Use the Events editor to create and manage user-defined calendar events that influence or affect sales and business operations at one or more sites. Examples of events include: Football Game, Banquet, Highway Construction.

To open the Events editor:

  1. From the upper-right of the Xenial Portal, open the 4-dot menu.

  2. From the 4-dot menu, select Xenial Home.

  3. From the navigation menu on the left, select Events.

Create Event

Xenial Portal Events

To create an event:

  1. From the upper-right of the Events page, select Create Event.

  2. Define General Settings for Event.

  3. Define Availability Settings for Event.

  4. From the upper-right of the screen, select Save.

Define General Settings for Event

Xenial Portal Events

To define general settings for an event:

  1. From the menu pane on the left of the event record, select General.

  2. From the General page of the event record, define the following:

    Field

    Description

    Event Name

    Type the name of the event.

    Description

    Type a description of the event.

    Event Type

    From the dropdown, select the event type.

    To create event types, see Event Types.

    Status

    From the dropdown, select the current status of the event: Pending, Open, or Closed.

    Event Date

    Select the calendar icon to select the date when the event is scheduled to occur.

    Start Time

    Select the clock icon to select the time of day when the event is scheduled to begin.

    End Time

    Select the clock icon to select the time of day when the event is scheduled to end.

Define Availability Settings for Event

Xenial Portal Events

To define availability settings for an event:

  1. From the menu pane on the left of the event record, select Availability.

  2. From the Condition dropdown, select the applicable condition:

    • All Sites - The event is added for all sites in the company. No further steps are required.

    • Only the Following - The event is only added for the sites selected in the Sites section below.

    • Exclude the Following - The event is added for all sites in the company EXCEPT for the sites selected in the Sites section below.

To add sites for the selected availability condition:

  1. From the upper-right of the Sites section, select Add Sites.

  2. From the Site Selector, select the sites.

  3. From the lower-right of the Site Selector, select Select # Sites.

Edit Event

Xenial Portal Events

To edit an event:

  1. From the list of events on the Events page, locate the event.

  2. From the right of the event, select the 3-dots menu.

  3. From the 3-dots menu, select the desired option. The available options are determined by the current status of the event.

    • Edit - Edit the settings of the event.

    • Open Event - Change the status of a Pending event to Open.

    • Close Event - Change the status of an Open event to Closed.

    • View - View the event details.

    • Delete - Delete the event.