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Event Management & Operations: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Base Cost Field vs Base Price Field Answered

Minka Verkaar | Edited · 5 replies

Hi team,I have question how the fields Base Cost and Base Price are designed when it comes to Tier Pricing. In the screenshot below coming from the Price List, I have a Base Cost and Base Price based on a single item. This works as expected. Now, ... see more
Space Field in Function Notes

Dominik Obelöer | · 7 replies

Description of the Issue:In the Function under General you'll have the Space Field.When you then go to the Notes, you can add three Fields for Spaces. Especially "CC025_SPACE" but those Fields will remain empty.Why are those fields differing and w... see more
Mobile Work Orders - Q3 enhancements

Jillian Stangret | · 2 replies

I have several customers asking about enhancements coming for Mobile Work Orders. I see it on the Q3 roadmap. Anything that can be shared with customers at this time? see more
Work Order Documents

Dominik Obelöer | · 3 replies

Description of the Issue:When in the general View for Work Orders and the Work Order has a Document, there will be a column for the Order Document. Though it is not possible to add this as a Tab in the Split View or in Edit Work Order. Also when s... see more
Copy Fulfillment Order without Payment Plan

Dominik Obelöer | · 2 replies

Description of the Issue:The client wants to copy fulfillment orders but without the Payment Plan setting which the original order had. Due to internal information this can be setup via order processing configurations but I was not able to check t... see more
Using Activities for Organizational Alignment

Martin Stephens | · 1 replies

I have been having good success with Manitoba on a novel approach to activity management and wanted to share our approach.We are using activities to track when important department workflows are being completed.   For the Activity description, we ... see more
Full Day Packages - Catering

Anthony Costantino | · 4 replies

We are implementing Catering at Google's London offices. They've provided a menu that contains Full Day Packages. Below is a screenshot. It contains items for breakfast, items for mid-morning break, items for lunch, and items for mid-afternoon bre... see more
Smart Import Functions Answered

Afreen Ashfak | · 6 replies

Hi team,I recently ran a demo on Smart Imports with a client (MBS), and they asked whether we have a documented list of fields that Smart Import functions support.I checked Confluence and the Support Center but wasn’t able to find a definitive or ... see more
Cost Tracking and Reporting in London

Anthony Costantino | · 2 replies

Samy Kheloufi Minka Verkaar @... Daniel Bisson-Routhier Celine Puech Duncan Hilliard I'm working with Google's Catering team on setting up their London office for ordering F/B. They shared how they want to track item unit costs. They don't seem to... see more
Upsell Items for Public Facing Applications

Himanshu | · 3 replies

Account name - Not Applicable specifically but if need be - VenuesLive  Region - APAC Client version (Enterprise) - 25.4 Description of the issue: Customer would like to allow an option on customer facing portals such as Exhibitor Service Center ... see more
Basic vs. Operational Inventory | Adjust Current Balance Answered

Stefanie Koffler | · 4 replies

How do customers with “Basic Inventory” adjust the Current Balance (quantity) of an inventory item? Do they have access to Receipt & Return Inventory Transactions; or do they change the Current Balance field on the inventory item screen to adjust ... see more
Automatic Notes for Function Changes - what is tracked?

Minka Verkaar | · 2 replies

Hi team, I have received a question related the Automatic Function Change Notes. This works as expected, but I would like to know what exactly should be tracked and what not.  According to the Support Centre, it should track: I am curious to the ‘... see more
Work Order report presentation of Items ordered via ESC using Item Delivery Schedule

Anthony Costantino | · 3 replies

Client prefers/expects to generate a F/B Work Order for the f/b items to deliver to a booth. They expect individual Work Orders for each date that booth has a delivery during the event. If an exhibitor orders cookies delivered each day, Mon, Tue, ... see more
Header only usage in Price List Items for Packages

Dominik Obelöer | · 5 replies

Description of the Issue:The client wants to use the “Header only” option for Price List Items which belong to a Package but the field is greyed out / cannot be selected.What exactly determines usage of this checkbox?I tried to follow this article... see more
API created Service Orders Answered

Jillian Stangret | · 2 replies

MECA is asking: "We need our clients to get a fully itemized invoice from us.  I was hoping to a find a way that the A/V company would not need to do a 'full' dual entry in their own software as well as Momentus. Is there any way to import or use ... see more
Change Function Colour in Event Refer to Support

Dominik Obelöer | · 7 replies

Description of the Issue:As I understand it after doing some research and seeing what the client used to do, there are two ways to change the Function Colours. 1. Best Practice seems to be the setting via Event Management Configuration2. There is ... see more
Docusign - Select Recipient Template, Recipient Subject, Recipient Body Answered

Anthony Costantino | · 9 replies

These three fields are available in the Edit Electronic Signature Profile page. They're not on default layouts but are available to add to the layout and they accept inputs. This begs the question, what do these do? anything? (i have an extremely ... see more
Reassign Inventory Item Resource

Heather Lightsey | · 2 replies

Account name: Minnesota State Fair Region: US Client version (Enterprise): 25.4.2026020501 Description of the issueWhat does the client want to do? Why do they want to do this?The customer has the wrong resource assigned to an inventory item. Whe... see more
Mobile Work Order Banner Dimension Answered

Chanh Huynh | · 9 replies

Hi team. I am working on configuring mobile work orders for a customer and could not locate the ideal dimensions for the banner size in the configuration documentation. The one supplied by the customer makes the image appear tiny in the mobile vie... see more
Exporting drawings from Room Diagramming Answered

Jillian Stangret | · 2 replies

Nashville Music City Center has asked if there is a way to export their current Room Diagramming drawings from Momentus so they can load them into Event Draw when they integrate. If yes, they are looking for the steps they would take and what form... see more
Work Order Completion - Email Notification Request (ESC Internal Maintenance) Answered

Himanshu | · 5 replies

Account name - Royal Agricultural Society of New South Wales (RAS) Region - APAC Client version (Enterprise) - 25.3 (Wave 4) Description of the issue - Internal maintenance requests submitted via ESC (Internal Repair portal) require requesters to... see more
Order Minimum - ESC Refer to Product Ideas

Katie Eisenbath | · 5 replies

Georgia World raised a question today asking if ESC can impose Order Minimums.  For example, they will accept catering orders ONLY IF the order totals $250 or more.  So if someone places an order and it is only $150, there needs to be a “gap fille... see more
Auto-Reassign Activities

Andrea Diaz Kowalski | · 5 replies

Hi - Is it possible to set up activities and checklist items so that when the recipient is initially unknown, they can be assigned to a dummy account, and then automatically reassign to the Event Coordinator once they are assigned to the event?Let... see more
Change Tracking - Professional license needed

Laura de Jong | · 6 replies

Hi team,Is indeed the intention of Change Tracking that it is only accessible via a Professional license? According to our best practice for Delivery and Operational departments (Work Orders - Work Order Items - Mobile Work Order) assigning an Exp... see more
Calculate total weight of service order / order items Answered

Joel Nisbett | · 5 replies

City of Sydney says “To meet HVNL regulations, I need to record the weight of each inventory item and get a total weight of each service order.”I believe it would be fine to store the weight value at the inventory item OR resource level. Just need... see more
Cancel one item in Package while keeping the Price the same Refer to Product Ideas

Minka Verkaar | · 4 replies

Hi team, I am looking for a suggestion for the following business case: the team has sold a Package, with currently three items in it, see example below. The total price of the package is 113,50 - based on Price Package per Package Details. Now, t... see more
New Price lists Import Answered

Mariam Abid | · 1 replies

Hi Team, Business case:QNCC has expressed the need to add a new price list by importing it directly from an Excel file. Currently, the available process requires copying an existing price list, which they find inefficient and unsuitable for their ... see more
Operations portal support for public facing SSO Refer to Product Ideas

Anitha Khairnar | Edited · 11 replies

Account name : Edith Cowan University Region : Edith Cowan University Client version (Enterprise): 25.32025111001  Description of the issue What does the client want to do? Why do they want to do this? Customer have Public SSO setup for the Opera... see more
Package Model Action Buttons Refer to Support

Amy Durbin | · 3 replies

The Venetian uses Modeling and they would like to know if there is a way to sort or eliminate some of the action buttons in the Model drawer.   From the Service Order Item they select View - Model.   Once the Model drawer opens, they'd like to onl... see more
Update Order Department on Closed Orders Answered

Katie Eisenbath | · 3 replies

SourceOne would like to start using the Access Privilege for Allow Access to Orders by Department.  So that it is a complete solution, they will start using Order Department, but they will also need to update the Order Department on closed Service... see more