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.

  1. Click the Data tab.
  2. Select Guest and click Show Tab. The Guest screen is displayed.
  3. Click New. The Search for Guest / New Guest screen is displayed.
  4. 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.
  5. Click Add in the Address section and add the addresses. The Find Address screen is displayed.
  6. Specify filter information and click Find. To list all expense types, click Find.
  7. Select an address.
  8. Click Pick Selected.
    Note:  You can click Pick All to select multiple expense types.
  9. Click Configure in the Licenses section to configure the address. The Configure Licenses screen is displayed.
  10. Specify filter information and click Find. To list all expense types, click Find.
  11. Select an address.
  12. Click Pick Selected.
    Note:  You can click Pick All to select multiple expense types.
  13. Click Add in the Guest List section to search and add the guest lists, if required.
  14. Select a guest list and click Pick Selected.
    Note:  You can also multi-select guest lists and click Pick All.
  15. Click Add in the Membership section, if required, and add the data groups.
  16. Click Save to add a guest and save the data.