Training and Event Management (PE)

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Activity Allocation and Billing

Purpose

This process comprises all of the functions for settling fees in Training and Event Management, as well as the functions for recording costs and cost transfer posting. In addition, this describes all other functions that are in any way connected with fee processing in Training and Event Management. This includes the following functions:

• Billing, which involves creating invoices and credit memos for attendance and cancellation fees
• Internal Activity Allocation, which involves settling attendance and cancellation fees and instructor costs
• Cost Transfer Posting, which involves transfer posting of event costs in which the cost center of the resource is credited and the cost center of the organizer is debited
• Price Proposal, which involves calculating a price proposal on the basis of the cost items stored for a business event. The proposed price can be adopted as the event price.
• Budgeting, which involves creating a training and education budget for organizational units and comparing budgets with the actual costs accrued for attendance fees

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Day-To-Day Activities

Purpose

Da-To-Day Activities in Training and Event Management include the tasks and activities that are related to bookings, such as:

• Book Attendance
• Attendance Cancellation
• Attendance Rebooking
• Replace Attendance
• Prebook Attendance

These activities are supplemented by the Correspondence functions.


Prerequisites

You must first create a business event catalog containing details of the business event dates for which bookings can be made.

In Customizing for Training and Event Management, you must make the necessary settings so that attendees, instructors, and interested parties receive the relevant notifications.

You make the settings under Day-to-day Activities ® Correspondence.
You must create attendees in the system to be able to book them for business events.

See also:

Creating an Attendee

Process Flow

You can book attendees for events, make prebookings for an event type, rebook attendees for other events, replace attendees with others, and cancel bookings.
If you have set document output to automatic, the persons concerned automatically receive notification of these activities.


The Correspondence History function keeps you informed of what notifications have been sent to whom.

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Recurring Activities

Purpose

Recurring Activities in Training and Event Management comprises all of the activities that are carried out once business event dates have been created or planned, with the exception of booking activities and correspondence functions that are grouped under Day-to-Day Activities.

Most of the following activities are optional. The only required activity is the activity Firmly book business event if you want to settle fees or do follow-up processing for the event.
See also:

Business Event Cancellation
Firmly Book Business Event
Business Event Follow-Up Processing
Appraisals