Glossary
Filing location |
Data set, folder or drive in which a document is saved |
Close |
Make events, appointments, projects or purchasing unchangeable |
Administrator |
Users with extended rights |
Address exchange |
Export or import accounts from/to two systems |
Account
|
Record in the database with the details of a private individual or company |
Account category |
Categories for accounts that can be defined and activated/deactivated under Administration > Settings > Accounts, multiple selection is possible. Groups accounts for searches. |
On-account invoice
|
Advance invoice for a partial amount of an invoice or collective invoice |
Bulk operations
|
Various application options based on a search result |
Active
|
Status of a function that is available or of a record that can be found using the standard search |
Task
|
Entry on the follow-up list (without date/time) or in the calendar (with date/time). Reminder functions can be set, must be activated |
Gallery
|
List of images and graphics on the Templates tab. Use in text templates, for room plans, etc. |
Shared DocumentsM
|
Filing location for external documents for repeated use under Templates > Documents > Shared Documents |
General Settings
|
Basic Bp Event settings for the entire parent corporation under Administration > Settings |
Change log |
Complete record history (log) for viewing in the event of changes etc. |
Quote text |
Standard text for quotes that is entered in the item master data |
Occasion |
Reason/name for an event |
Occasion type |
Type of event |
Work instructions
|
Event sheet, which is addressed to specific departments and lists individual work steps |
Work times |
Actual time worked, may be different from the shift plan |
Item
|
Item (goods or services), must be assigned to an item group and may contain other items as components or be contained in them, depending on the group assignment |
Item group |
Grouping of similar items with certain properties, setting under Administration > Settings > Items |
Item group package |
Compilation of certain item groups of a segment for information to defined (staff) groups using event sheets |
Edit items in list
|
Price maintenance in a mass operation |
Item text (obsolete) |
Formerly standard text for event sheets, supplements the information from the invoice text. Does not appear in quotations, contracts and invoices. |
Item propertyM
|
Ingredient, allergen or additive that must be declared and is contained in an item, under Item > Additives; according to LMIV: cereals containing gluten, eggs, peanuts, milk, celery, sesame, lupins, crustaceans, fish, soy, nuts, mustard, sulphur dioxide, sulphites, molluscs |
Expand
|
Undo a grouping, split component items (such as arrangements) and show individual records again |
Output settings
|
Basic settings for the entire company with options for printers, watermarks, etc. |
Equipment
|
Add equipment to a room or an item. This info is not shown in bookings. |
Picklist |
List with predefined values for an input field, can be expanded |
Home
|
Tab on the function bar for the operational functions of Bp Event |
Base price |
Original price on which a derived price is based |
Conditional formatting |
Formatting of words or numbers depending on their value |
Remarks
|
Item group for inserting texts in segments and menu cards |
Users
|
Staff member who has been created in Bp Event with a user name and password |
User-defines |
Defined by the user or company |
User favourites
|
User-defined tab on the function bar with frequently used functions |
User groupM
|
Several users who have certain authorisations and/or are combined for group notifications |
User roleM |
Summary of tasks, properties and authorisations of a user |
User view |
User-defined view of the Info Centre, individual settings |
User delegationM
|
Authorisation of a user or a user group to access confidential records in the absence of the owner |
Permission |
Right to open (view), change, print, etc. a record. |
Owner |
User with the authorisation to restrict the rights of other users to a record |
Inventory itemM
|
Items that are accounted for but not destroyed through use (equipment, furniture), warning in the event of overbooking of inventory in events |
CompanyM
|
For the Multi-companies module, a sub-company belonging to a parent corporation |
Suggested items
|
Frequently sold items in connection with an account, a room or another item |
Client |
Computer programme that is executed on the end device of a network and communicates with a server (central computer) |
Datasheet
|
Text template with the most important information about an event, account, project or item |
Data maintenance list |
Simplified data maintenance with individual lists (mass data maintenance) |
Data source
|
Data in different tables that can be retrieved and filtered according to certain specifications |
Record lock |
Prevents multiple users from editing the same record simultaneously |
Added field
|
Customisable fields for each table, which often appear on the Added fields tab (CRM plus modules) |
Shift plannerM
|
Calendar overview for assigning shifts to staff members |
Shift overviewM |
Overview of assigned shifts |
Document packageM
|
Compilation of individual documents that are stored for an individual record or as Shared Documents |
Printer settings
|
Basic settings for Bp event for the entire company |
GDPR |
Your data protection concept can be implemented in Bp Event. |
Duplicate |
Duplicate data record |
Duplicate matching
|
Search for and merge records with identical values in defined fields |
PurchasingM
|
Purchase order for consumables, which can contain several consignments with different delivery types |
Purchase itemM |
Basic items in units of 1kg or 1 litre as a basis for recipes |
Sundries folder
|
Folder in which emails can be saved without filing them under a record |
E-invoice
|
Digital form of invoice that must fulfil legal requirements in Germany (ZUGFeRD/XRechnung) |
Holiday/Special EventM
|
Entry in the calendar for a public holiday or an event that is not organised by the user company itself |
Supplementary text |
Standard text for event sheets, supplements the information from the invoice text. Does not appear in quotations, contracts and invoices. |
Export
|
Data transfer to another database, Excel, a cash register system, financial accounting, EPR, etc.S |
External |
Not for use in the application or in a company, but for customer printouts or interfaces |
External account number |
Manually assigned account which is saved but not auto-assigned in Bp Event (customer number, financial accounting export) |
Favourites tab
|
User-specific setting, tab with most-used functions and tools |
Feedback
|
Menu item in the side navigation of the event appears as of the (first) event day |
Database Fields
|
List of existing tables and data fields |
Window title |
Title of a window (top centre): Click on the expand triangle for options like auto-start or saving the window position. |
FA packageS |
Multiple invoices/payments exported to the financial accounting system simultaneously |
Filter
|
Selection criteria for existing records |
Firewall |
Security system that protects a computer network or an individual computer from unwanted network access |
Formulas
|
List of existing formulas |
Custom field |
User-defined input field |
Activation |
Release of a licence or module by Bankettprofi GmbH |
Mapping
|
Also known as runners, work instructions, worksheets, etc. The technology has been replaced by datasheets in newer versions of the application. |
Function Bar
|
Bar at the top of the Bp Event screen with quickpicks and tabs for the functions. Accessible from any interface. |
Attendee listM
|
List of names in the order segments as a basis for printing place cards etc. |
Info Center
|
Window accessible in the quickpicks with user-defined views of the calendar and follow-ups as well as additional user-defined tabs for important lists, websites or documents |
Group viewM
|
View of the Global Info Centre available for a specific user group |
Main supplier
|
Preferred supplier for an item or item group, used as a filter in purchasingM |
Utilities
|
4D help programmes for word processing, spreadsheets and graphics editing on the Help tab |
Info Centre
|
Info Centre |
Info centre list |
List available as a data source in the Info Centre |
Internal message
|
Internal company message to other users on the Communication tab or directly from a record (account, item, event, etc.) |
In-house item text |
Standard text for the description of items in in-house event sheets |
In-house staff planning segmentM
|
In-house segment for planning and scheduling staff |
In-house segmentM
|
Posting of items that are not invoiced and do not appear in externally visible segments |
Job
|
Single, closed job executed by the operating system in the background |
CalculationM
|
Calculation of costs and quantities for planning purposes under Event > Calculation |
Communication
|
Tabs for email, mail, internal messages, distribution lists, contact notes and out-of-office notes |
Combo item
|
Items containing other items (recipes, menus, buffets, arrangements) |
Condense
|
Delete the remarks and items with quantity or price "0" on a list and summarise identical items |
Contact noteM
|
Documentation of customer contacts, part of the CRM plus module |
Context menu |
Software menu with different actions depending on the context, which is activated by right-clicking on a field or a surface |
Stock item |
Items that are purchased regularly (spices, pasta, flour) as opposed to fresh produce purchased based on actual demand |
Long name (old) |
obsolete |
Route ID |
Unique identification number for e-invoices |
FIRM |
Food Information Regulation, EU regulation on the labelling of foodstuffs |
Supplier item
|
Supplier item with defined content and price |
Delivery seriesM
|
Regular appointments for deliveries by a supplier |
Delivery service order typeM |
Generic term for delivery, deposit deduction and returns in Exhibition Stand Catering (ESC) |
Delivery typeM |
Order status in purchasing |
List |
Compilation of data from one or more tables of Bp event |
Matchcode |
Character string that represents a (not necessarily complete but error-free) search term |
Max. guests (event) |
Maximum number of guests, basis of calculation for all items that are charged per person. Also triggers a capacity warning if the maximum capacity of a booked room is exceeded. |
Menu text |
Standard text for custom menu cards for events |
Menu item |
Subdivision of the side navigation of a record |
Rentals |
Staff itemM or inventory itemsM, purchased/hired for an event to supplement your own inventory |
Min. guests (Veranstaltung) |
Minimum number of guests, specify as information value. Triggers a capacity warning if the number of guests in a booked room falls below that number. |
ModuleM |
Extension of the Bp Event Software |
Multi-CompaniesM
|
Corporations with several companies and distinct invoicing cycles |
Navigation |
Left sidebar of a record window with the available tabs such as General, Added fields, Properties, Contacts |
NetworkM
|
Links between accounts |
ODBC |
Open Database Connectivity, a standardised database interface that uses SQL as the database language |
Outstanding invoices
|
Listing of all invoices with customer printout regardless of the payment term |
Options
|
Tab for user settings |
Trash
|
Email file in which emails are collected prior to final deletion |
PDF
|
Portable Document Format, a platform-independent file format for documents |
Staff itemM |
Staff roles or staff members |
Staff roleM |
Defines tasks, properties and authorisations of a staff member for shift planning |
Staff segmentM
|
Each segment that contains at least one staff item |
Mandatory field |
Input field that must be filled in for the record to be saved. Usually underlined in the data record |
Phonetic search |
Search for similar sounding words and sounds |
PLU |
Price Look-Up code, identification number for products |
PNG |
Portable Network Graphics, a graphics format for raster graphics |
Port |
Part of a network address |
Price group |
Possibility of tiered pricing (PP, SP etc) |
Proof copy |
Print preview of a document without sent date |
Log
|
Change log, error log, log, history |
WorkflowM
|
Defined sequence of individual work steps |
Workflow templateM
|
Description/documentation of a business workflow, can serve as a printed template or template for a digital workflow |
Room reservations
|
Simple capacity overview for rooms |
Spreadsheet
|
The customer invoice is created when the spreadsheet is created. An automatic invoice number is assigned and the date of issue and payment term are determined. |
Tab |
Subdivision of the function bar for thematic grouping of functions |
Invoice text |
Standard text of items or rooms for invoices, contracts and in-house work instructions |
Invoice format |
E-invoice profile which is stored in the invoice account |
Reservation list
|
List of reservations for an event to be created as an order segment with optional ticket bookingM and table reservationM |
Circular argument |
Incorrect nesting within a data set that contains itself on another level |
Opt-out list
|
Protection list with contact details of people who do not wish to be contacted |
RTF |
Rich Text Format, a file format for texts that serves as an exchange format between word processing programmes |
Collective invoice
|
Invoice for several partial invoices that do not necessarily belong to the same event |
Final report
|
Menu item in the side navigation of the event appears as of the (first) day of the event |
Quickpicks |
Access to the most important functions in the left-hand corner of the function bar (Global Info Centre, User favourites, Email inbox, Internal messages, Holidays/Special events) |
InterfaceS |
Connection point between Bp Event and other software systems for exchanging data |
Blacklist (S.List) |
Entry of a hidden reference to the account. If there is an entry, the box is ticked (like category) and a black line is displayed in the first column of any account list. We recommend using a time stamp (keyboard shortcut Alt and F2) |
Standalone report (ssl) |
List with defined search criteria which is executed by clicking or entering another parameter |
SEPA |
Single Euro Payments Area |
Bulk mail |
Personalised letter sent to several accounts/contacs |
Multiple copies
|
Multiple copies of a record |
Server |
For Server-Client installations, the computer that makes the programme available to the clients |
Service Client |
Process that runs with the Bp Event Server. The Service Client is required for the execution of jobs (p.ex. data backup) and web server |
Service notes |
Standard text for work instructions for the service area |
Single Sign On (SSO) |
One-time user authentication |
SMTP |
Simple Mail Transfer Protocol, a protocol for exchanging emails in computer networks |
Sort order |
Fixed sequence |
SQL |
Structured Query Language, a database language for defining data structures in relational databases and for editing (inserting, modifying, deleting) and querying datasets based on them |
Default settings |
Default values that can be overwritten by company or user settings |
Standard list |
List that is supplied with every installation and cannot be changed or deleted |
Standard scenario |
Scenario that is supplied with every installation and cannot be changed or deleted |
Standard event sheet |
Event sheet which is supplied with every installation and cannot be changed or deleted |
Status |
Stage, state of an event, task, segment or appointment |
Status date |
The date on which a status expires or becomes due influences the showing of a record in the calendar and the follow-ups |
Keyword |
Expandable list for classifying accounts with date and free text |
Synchronisation |
Transferring data from Bp Event to a mobile device |
Sync Server |
External communication Example Google Calendar, WebServer, Oauth 2 |
Sync accounts |
Determination of one or more recipients (groups) |
Sync Tables |
Determination of the table |
System requirements |
Hardware and software requirements |
Scenario
|
Description/recording of a possible situation/use case. Package of templates, added fields, formulas, item groups and item group packages etc. for the intended use case. All relevant data is automatically imported. |
Added table fields
|
Depending on the module configuration (e.g. CRM Plus, Multiple Quotes and Orders, Shifts and Staff), additional fields can be created in many data tables. These fields can also be search fields and mandatory fields. |
TAPI
|
Telephony Application Programming Interface, programming interface for telephony applications |
Hotkeys
|
Key combination for certain control commands |
TCP |
Transmission Control Protocol, a network protocol that defines the way in which data is to be exchanged between computers |
Temporary account |
Name for table reservations for customers without an account |
Ticketed eventM
|
Event with admission tickets |
Table planM
|
Graphic to visualise the position of tables and chairs in the corresponding floor plan of the room |
Table reservations event |
General information on times, rooms, details of table reservations on a specific date |
To-do
|
Tool for internal work organisation and communication |
Separator text
|
Character or text between groups of items in quote, menu card etc. |
Environment variable
|
Configurable variables |
Unicode |
International standard in which a digital code is defined for each meaningful character or text element |
Corporation |
Individual company or the organisation encompassing all companies |
Subspaces/superspaces
|
Merge sub-rooms into top rooms and check availability for both by activation the Rooms/Sub-rooms option in the rooms reservations overview. If sub-room 1.2 is booked, the room 1.1-4 is also unavailable. |
UUID |
Universally Unique Identity Number |
Legacy features
|
Administration area for legacy software functions |
Event template
|
Sample event with prefilled fields, a copy of which can be overwritten with the current data |
Data use purpose |
Purpose of a possible customer communication to which customer consent can be given |
ConsumableM |
Consumable items as opposed to inventory items or staff |
Collapse
|
Delete remarks and items with quantity or price "0" on a list and summarise (compress) identical items |
Link
|
Relationship between records, such as an account for an event, booked items, segments or tasks |
Distribution list
|
List of email addresses to which an email or internal message is sent at the same time |
Confidential
|
Status of a record with read authorisation restricted to the owner and their representative only |
DelegateM
|
User with authorisation for confidential records belonging to a different owner |
Directory
|
Sorting device in operating systems, folders, files |
Directory object
|
File, link or any other object that is assigned to a directory |
Full-text search |
Finding texts in a large number of identical or different files |
Event segmentM
|
User-defined sub-segment of an event, such as reception, lunch, coffee break or food, drinks, technology |
Template
|
Sample for recurring use Example: mail, email, quotation to invoice, events |
Follow-up |
Listing of due activities and all records with a follow-up date |
DictionaryM
|
Customised list of translations |
Word fragment |
You can search for word fragments by entering * in front of the term (* -> so-called wildcard) |
XML |
Extensible Markup Language, markup language for the layout of hierarchically structured data in text files |
Payment processing
|
Enter multiple payments in a list |
Time reference |
Period of use of items, possibly also for price calculation (pricing by day/hour etc.) |
Timestamp
|
Keyboard shortcut Shift+F2 to insert user name, date and time in an input field |
Reset
|
Undo changes and save data with the status of the last save or a default value |
Properties
|
Further information on a record/account/item |