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Enterprise General: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Fiscal year set up & payments received in a different fiscal year

Mariam Abid | · 3 replies

Customer Request:The customer hosts events in October and generates invoices using Momentus Enterprise (Accounts Receivable – Basic Revenue Management only). They want to understand: How to handle payments received in a different fiscal year (e.g.... see more
Resource Requirements / RTIC - Time-Based Availability and Deficiency Management

Philip Bathfield | · 2 replies

My Customer is finishing up RTIC implementation and identified an issue with the Resource Requirements window: it calculates inventory availability per day, not by actual start/end times.The team has reviewed the relevant Knowledge Base article (V... see more
SSO Certificate Replacement for expiring Entra SSO Answered

Katie Eisenbath | · 3 replies

I have a customer (Boise Centre) who will be replacing their Production Entra SSO Cert in mid-September.  In preparation for this, we will be generating a test SSO Cert in the Test environment, but when we do this in Production, there is concern t... see more
Entra SSO

Amy Durbin | · 5 replies

NC State will be transitioning from Shibboleth to Microsoft Entra ID as their Single Sign On provider.  They do not have a time table yet, but we need to know if Entra ID is already compatible with Momentus or if theywill  need a custom solution. ... see more
Timeout Settings for Angular Apps

Heather Lightsey | · 2 replies

Zendesk Ticket: 396349Account: Las Vegas Convention & Visitors Authority (LVCVA)Region: USArticles used in your research: Configure the Idle Timeout General:Business impact if not resolved: Unsecure sessions for users sharing a deviceShort Summary... see more
Dashboard named "Blank" Answered

Akash Satalkar | · 7 replies

One of our TOP 10 ARR customer - MCEC_1700100308  is asking what is the need of USI defined Dashboar named “BLANK”. Addtional questions are as below:Why is it called blank? What's the point of it? Why is Momentus creating a dashboard like this?The... see more
How to fully anonymize a customer account Answered

Francesco Torchia | Edited · 3 replies

Account name: Porsche Cars Great Britain Ltd Region: EMEA Client version (Enterprise): 26.1 Description of the issue: Customer requires full anonymization of two accounts across accounts, orders, documents, notes, and related records.Accounts can... see more
Access Privilege: Allow Access to Delete Item by Item Status values unwanted changes

Francesco Torchia | · 4 replies

Account name: Design Center Linz Region: EMEA Client version (Enterprise): 26.2 Description of the issue:Customer was unable to edit or delete Service Order items despite having the required permissions assigned. Investigation identified that th... see more
Functions: Level 1 and Level 2 usability - best practice

Ella Fancett | · 2 replies

Hi all, My customer, ICC Belfast, are exploring the functions capability in Enterprise. They had a question on the Level 1 and Level 2 usability and scripting below: We are reviewing our process of using functions. Currently we script an event whi... see more
customer unable to use SendGrid Answered

Jillian Stangret | · 8 replies

Austin Convention Center is subject to the City of Austin's security and IT policies that prohibit: Use of SendGrid as a relay for their domain, and Authorizing any third party to "do business as" (DBA) their domain for email sending Are there any... see more
Unable to Update Existing Assets via Asset Import Refer to Support

Philip Bathfield | · 9 replies

Ticket Summary: Customer VCET is unable to update existing fixed assets via the Asset Import tool in Momentus Enterprise; imports complete successfully but asset records do not update. She followed documentation and set "Asset Code Exists" to Y bu... see more
crawler agent for WCAG

Jillian Stangret | Edited · 4 replies

Minneapolis Convention Center has asked me how they can enable a crawler agent to look at WCAG accessibility of their ESC site. I haven't heard of this before and am hoping someone can advise what MCC needs to do for this. Ken Bell Is this somethi... see more
Recommended Process for Rental Equipment Purchase Orders

Philip Bathfield | Edited · 14 replies

She has been looking at the recommended process for hiring rental equipment to fulfil inventory shortfalls and was hoping Momentus could clarify what it considers best practice.VCET has reviewed the View Resource Requirements and Inventory Transac... see more
Configuring a View-Only Role

Francesco Torchia | · 1 replies

Account name: Exhibition World Bahrain - EWB Region: EMEA Client version (Enterprise): 26.1 Description of the issue: The client wants to create a view-only role. What you've already tried or suggested. Why does this not work?They created a role ... see more
Missing Coredim01 (Beur scode) field in API for Fulfillment Orders and Membership Orders Refer to Product Ideas

Francesco Torchia | Edited · 9 replies

Account name: Jaarbeurs Region: EMEA Client version (Enterprise): 26:1 Description of the issue: With the Momentus API's, the customer should also be able to create Fulfillment Orders.However, currently, the Coredim01 (Beur scode) field is mandat... see more
Event Account, Requester & Bill-To Field Standards Answered

Philip Bathfield | Edited · 4 replies

VCET are currently working through some internal data standards around the use of the Event Account, Contact, Requester and Bill-To fields within Momentus Enterprise and would appreciate guidance on the intended product logic and recommended best ... see more
Printing with dot-matrix printers Answered

Stefanie Koffler | · 3 replies

Hi, does Momentus Enterprise support printing with dot-matrix printers?This is a question in an RFP. My general research showed that not all ERP systems natively support printing with dot-matrix printers.“Modern ERP systems default to generating r... see more
Character Limit for Notes (note text) Answered

Stefanie Koffler | · 4 replies

Helo,Is there a general technical character limit for notes (I mean the note text) in Momentus Enterprise? This is a question in an RFP. Are we safe to say the note text is unlimited characters or do we have a limit?Thanks,Stefanie see more
Docusign eSignature API Improvements Answered

Amy Durbin | · 1 replies

The National Association of Home Builders received the following email from Docusign and would like to know if there is any action that needs to be taken for their current Momentus/Docusign integration.   Upcoming Docusign eSignature API Improveme... see more
Emails sent to spam after SendGrid enablement - Input from PM/Development

Edwin Hernandez | · 1 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386373Account: University of Calgary (Theatre Services)Region: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/204552688-User-Managementhttps://su... see more
Custom Pricing Scheme - Unable to calculate extended price Answered

Himanshu | · 10 replies

Account name - City of Sydney (PROD) Region - APAC Client version (Enterprise) - 25.4 (20260323) Description of the issue What does the client want to do? Why do they want to do this? The customer wants to use Custom Pricing scheme where they wa... see more
Is it possible to send a calendar event attached to an email via the event?

Chanh Huynh | · 2 replies

My OSB customer is wanting the same functionality as in OSB Configuration where you can allow for the ICS file to be attached to the confirmation email when sending the actual confirmation email from the event using email templates.The reason why ... see more
Need API endpoint for Add Event to OSB

Edwin Hernandez | · 6 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386948Account: Ontario Teachers’ Pension Plan BoardRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/4419364117015-Make-Your-First-API-Callh... see more
OData API Help

Amy Durbin | · 8 replies

Cleveland Clinic is trying to utilize the new OData API.  They have been licensed for it but they are running into some roadblocks and aren't sure how to proceed.  Do we have any documentation on the following questions from the customer?  Our dev... see more
Is there an updated Data Model for customers to reference? Answered

Amy Durbin | · 4 replies

CRVA is looking for an updated Data Model.  The one referenced in the KB that is accessed from the Main Menu of a customer's database is old and seems to be missing the information they are looking for related to GL and financials.   see more
Is possible to configure the Audit Log to track view deletions or booking view-level changes?

Edwin Hernandez | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/386600Account: University of DenverRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/214521157-Viewshttps://supportcenter.ungerboeck.com/hc/... see more
Importing new fonts into Enterprise Answered

Ella Fancett | · 4 replies

Hi Team, I have a customer, EMBL, who are interested in importing their organisation's font (IBM Plex Sans) into Enterprise. They have submitted a ticket for this request however, can product provide further information on where the customer is ab... see more
All roles removed from Support Users, causing login issues amongst Momentus staff

Nicole Loh | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/387220Account: Momentus Region: APACArticles used in your research: NA GeneralBusiness impact if not resolved: Momentus team members are unable to log in to customer's site using SSO for... see more
Confirm target field for SASIE code – API upload (Event data)

Francesco Torchia | · 3 replies

Account name: Olympia Limited Region: EMEA Client version (Enterprise): 25.4 Description of the issue:The customer has recently enabled Open API write access on their Enterprise environment and is preparing an API-based upload of historical event... see more
Edit-Enabled Grid Options in new UX

Minka Verkaar | · 4 replies

Hi team, One of my customers (Jaarbeurs) would like to be able to edit the grid in Edit Price List to be able to quickly update Minumum Quantity, Maximum Quantity. Business Case: they create a Price List from start (they do not use the copy) and t... see more