The Bookings SmartGrid displays all bookings that have been made in accessplanit - that is, all Delegates booked onto courses through the Shopping Basket, not added through a DataGrid. Within this DataGrid, you can view booking records and edit PO Numbers.
Columns
- Booking Type – This will be Private if the basket is billed to the individual user, rather than a non-private booking, where the user's account will be billed instead.
- Booking Status – This will be Online if the Booking User ID is the same as the User ID (e.g. an end user) and Offline if not (e.g. an admin processing the booking).
- User ID and User Name – This is the user who was logged into the system taking this booking, so it could be an admin or end user.
- Booking User ID and Booking User Name – This is the user who was selected as the Booker during the basket.
- Delegate User IDs – These are the Delegates that have been booked onto the courses.
How to view a booking
- To view more details about a booking that has been made, right click on the relevant booking and select View from the context menu.
- A window will appear providing you with more information about the booking.
How to edit a PO Number
- Right-click on the correct booking and select Edit PO Number from the context menu.
- Update the PO number in the pop up window.
Warning:
Updating a PO number against a booking will not automatically update the PO number saved against an invoice linked to the same booking. This will need to be updated against the invoice via the Bulk Edit option on the Finance DataGrid - see below:
