1.Cost Center: You may have selected a Cost Center in the Event Client & Contact Information page of the Event Creation Wizard, which pulled the default Cost Center from the Event Client's CRM Account (see the Cost Centers tab for the Company or Contact).
You can select a different Cost Center from the drop-down, if you wish.
2.Tax Exemptions: This will default to the Tax Exemptions set on the Event Client's CRM Account (see the Billing/Accounting tab for the Company or Contact). You can also manually select the Taxes from which this Event will be exempt, if applicable.
3.Tax Exemption Group: This will default to the Tax Exemption Group set on the Event Client's CRM Account (see the Billing/Accounting tab for the Company or Contact). You can also manually select a Tax Exemption Group, if applicable.
To review the differences between Tax Exemptions and a Tax Exemption Group, please see EventPro Setup > Financial > Taxes > Setup Tax Exemption Groups.
4.P.O. #: This will be the P.O. Number entered in the Contract and Deposit page of the Event Creation Wizard.
5.Department Code: This will default to the Department Code selected on the Basic Event Information page of the Event Creation Wizard.
However, you can select a different Department Code from the drop-down list populated by records created under EventPro Setup > Financial > Department Codes.
6.G/L Export and G/L Account Code: These will default to the values entered on the Basic Event Information page of the Event Creation Wizard, which pulled the information from the Event Client's CRM Account (see the Billing/Accounting tab for the Company or Contact).
7.Payment Type: If you want to set a default Payment Type for this Event, select an option from the drop-down, which populated by Setup Payment Types.
When you create Invoices and Payments for this Event, the Payment Type will default to this selected Event Payment Type. Also, if the selected Payment Type has a Surcharge on it, Invoices created for this Event will automatically include the Surcharge Item for the Payment Type.
