We record event bookings via the Sales Order. Each...
# general
l
We record event bookings via the Sales Order. Each booking has a corresponding Booking No. (unique per booking), Activity No. (unique per event day), Customer, Contact, Event Type and Activity Type. I need to generate a P/L report by Booking No., Activity No., Event Type and Activity Type. With this, I guess I have to create these as GL impacting custom segments. Those 4 dimensions have to be associated with almost all of the purchase and sales transactions to get the P/L report. I can surely add these to the transaction lines to tag the transactions with the appropriate dimensions. If it's best to create them as custom segments, is it also optimal to create a custom record to build the relationship of the Booking No. (unique per booking), Activity No. (unique per event day), Customer, Contact, Event Type and Activity Type above? With custom records, I can let the integration/user select the custom record in the transaction lines and it could automatically fill out the custom segment values based on the custom record selected. Users/the integration won't need to fill out 4 separate transaction columns but select one value only for the custom record itself. I haven't worked on custom records a lot, so I'm not entirely sure if this is the most logical approach to do it. Thanks in advance.