Walkthrough: The Selangorian May Party

Our customer, the Selangorian Pub organizes a yearly event. It is a small event, where they invite their regulars and people from the neighborhood. The event takes places from May 18th 2023 until May 29th 2023.
As the beer and soft drink supplier for the event, we'll provide fridges and mobile draft installations for use. To enhance our visibility, we'll also supply Cronus T-Shirts for the staff to wear during the party.

Event orders can be used in the sales and purchase flow.
Also the Return Entry action can be used on the Blanket Purchase Order and Blanket Sales Order page.

Step 1: Create the event order

1. Select the Search icon , enter Blanket Sales Orders, and then choose the related link.
   The Blanket Sales Orders page opens.
2. On the action bar, select New.
3. On the Blanket Sales Order page, on the General FastTab, in the Customer Name field select Selangorian Pub (20000) and in the External Document No. field enter MAY EVENT 23.
4. On the Drink-IT Foundation FastTab, in the Blanket Sales Order Type field, select Event .
5. On the Drink-IT Event Management FastTab, in the Blanket Sales Order Type field, select Event.
6. In the Standard Sales Code field, select the Selangorian - May event and confirm the Shipping Date message. It will update the other fields on the FastTab with the information that was setup on that code.
7. Verify the updated fields:
   • The Shipment Date should be May 16th 2023, two days before the Starting Date (May 18th 2023) of the event.
   • The Return Date should be May 30th 2023, one day after the Ending Date (May 29th 2023) of the event.
8. On the action bar, select Release >Release to set the status to the next stage of processing.
9. On the action bar, select Actions> Functions> Logistics> Update to next Logistic Status and then select the Confirmed by customer status.

Step 2: Ship the goods to the event

1. On the Blanket Sales Order page, select Home > Make Order.
2. On the Blanket Order to Order (Event) page, in the Item Type field, select All . Alternatively, you can choose to create separate orders for the Loan in Use Items and the other lines in your event order (no inventory?).
3. Select the Orders action to open the Sales Orders page.
4. Select the View action and verify the sales order.
5. Verify that the Shipment Date, May 16th 2023, was copied to the order. Change the Posting Date as necessary.
6. On the action bar, select the Post (Ship) action to post the shipment.

Step 3: Creating Periodic Invoices or Credit Memos

1. Select the Search icon, enter Create Periodic Invoices or Create Periodic Credit Memos, and then choose the related link.
   The Create Periodic Invoices/Create Periodic Credit Memos page opens.
2. Turn on the Only Event Orders toggle.

3. Fill in the necessary fields.

   • You can only create sales invoices or credit notes for an event only when the blanket sales order has a logistics status for which the Allowed on Create Sales Invoice checkbox is selected on the Logistics Statuses page.
     The invoice per event is created.
   • When you change the logistics status on a blanket sales order, and the new status has the Allowed on Create Sales Invoice checkbox selected on the Logistics Statuses page, the system checks the associated sales orders. If one or more of the linked sales orders have a logistics status where the Allowed on Create Sales Invoice checkbox is cleared, the system displays a warning message.
     • If you select Yes, the logistics status on the blanket sales order is updated.
     • If you select No, the logistics status remains unchanged.
   • If the Allow on Create Sales Invoice checkbox is selected for all associated sales orders, the system updates the logistics status without displaying a warning.

Step 4: Return the goods

To return entry for a blanket sales order with Blanket Sales Order Type field as Event on the Drink-IT Event Management FastTab :

1. Select the Search icon , enter Blanket Sales Order, and then choose the related link.
   The Blanket Sales Order page opens.
2. On the action bar, select New.
   The Blanket Sales Orders list page opens.
3. On the action bar, select Actions > Event Management > Return Entry.
   The Create Return Order page opens.
4. Select the information on the General FastTab.
5. Click OK.
   The Return Entry page opens.
   The system generates sales order or return sales order entries on the associated Sales Order page or the Return Sales Order page.

For more information, refer Walkthrough: Empty goods and deposits in sales transactions