Adding a guest
You can use the Guest (alco_guest) table to create a set of guests. These guests are available for selection of any business entertainment purpose on the expense reports.
- Click the Data tab.
- Select Guest and click Show Tab. The Guest screen is displayed.
- Click New. The Search for Guest / New Guest screen is displayed.
-
Specify this information in the Primary Information panel:
- First Name
- The first name of the guest.
- Last Name
- The last name of the guest.
- User
- The user information of the guest.
- Guest ID
- The external ID of the guest.
- Type
- The type of guest. The guest can be internal or external to the company.
- Title
- The appellation used for the guest.
- Company
- The company name with which the guest is employed.
- Main Address
- The main address of the guest.
- Status
- The status of the guest. The status can be Active or Inactive.
- External Key
- A unique external ID of the guest, if required.
- Click Add in the Address section and add the addresses. The Find Address screen is displayed.
- Specify filter information and click Find. To list all expense types, click Find.
- Select an address.
-
Click
Pick Selected.
Note: You can click Pick All to select multiple expense types.
- Click Configure in the Licenses section to configure the address. The Configure Licenses screen is displayed.
- Specify filter information and click Find. To list all expense types, click Find.
- Select an address.
-
Click
Pick Selected.
Note: You can click Pick All to select multiple expense types.
- Click Add in the Guest List section to search and add the guest lists, if required.
-
Select a
guest list and click
Pick Selected.
Note: You can also multi-select guest lists and click Pick All.
- Click Add in the Membership section, if required, and add the data groups.
- Click Save to add a guest and save the data.