Code Tables are used to control the values selected in user defined fields. The values entered for each Code Table category appear in a Drop Down, Pop Up field, or Calculated fields. You can add new values to the Code Tables, when nessesary, and you create as many values for the Code Tables your company requires.
You access the Code Tables through the Setup >> System Tables >> Code Tables Menu.
The Code Table Data Window opens.
To insert a value into an existing code table, you perform the following steps:
The Code entry dialog opens.
When inserting, the default is always "Active". |
The new code is now saved and added to the code table.
You can edit the value of a entry in a code table but by changing it you will be changing all records which used the previous value. |
The value will be changed in the code table and on all records which contained that value.
Changing the status of a code table value is a good way to remove a value from use temporarily. |
Some code tables allow setting up a default value to be used when inserting a new record into Theatre Manager. For example, if the salutation code table had a default value of "Mr. and Mrs." This feature reduces the amount of time it takes to input information into Theatre Manager. Values that do not change each time a new record is inserted can be predefined.
Single click the value to highlight it.
A bullet should now appear beside the value, signifing the default code table value.
Single clicking the value to highlight it. This will be the value that is marked by the bullet.
The default should now be removed. If the bullet has disappeared the process was successful. There is no longer a default value.
Merging Code Table Values can take some time as it depends on how many values you are merging and the number of times they have been merged. Make a backup of your database before you perform a merge on code table data. Click Here to learn how.
The Duplicate Search Options Window will open.
A Warning Window will open asking you to confirm the merge.
To determine if you can delete data from a code table, check the Delete Button. If the button is inaccessable (greyed out) no data can be removed from the table. Once a code has been assigned to a record it cannot be deleted. If you want to prevent further use of an value, and you can not delete it, disable it. Click here for more information in changing the status of a vaule.
To delete a value, you perform the following steps:
Do this by single clicking the value.
The Delete a Record confirmation dialog opens.
The Value is now be deleted and has been removed from the table.
When you launch Theatre Manager, the current values from the Code Tables are loaded into memory. Adding new values or editing existing values does not reload the values stored in memory for other employees currently logged onto Theatre Manager. To see any changes made, all users need to re-launch Theatre Manager to see all changes made by other users updated in memory.
To reload all the changes made to the code tables, you need to perform the following steps:
Any changes made to the code tables will be visible and available.
To use this feature, you need to do three things:
When you click on the popup, there are 3 options to choose from and which are explained below. These security access groupings are defined in code tables and need to be assigned to an employee.
All Groups | If you have access to all groups (form employee prefernces) or if the current record allows access by all employees, you will be able to set that 'all groups' have access.
This setting means that anybody may view or edit this particular record. |
My Access | The setting allows you to change the access of the current record to provide at least the same access that you have.
You cannot remove groups that you do not have access to, so that means if you only are assigned the box office and finance groups, and the existing record has box office and marketing, marketing will still have access. |
Custom | If you select this option, you will see a floating window like the image below. You will only see groups to which you are assigned and you can indicate which ones other employees will need to access the record.
If there are groups to which you do not belong and that are part of the security for this record, you will neither see them, nor be able to change them and they will always be put back onto the security string. This means you can
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The Countries in the code table list appear in the Country drop down list in the Patron window, Default Data, Maps, Web Sales, and other places using the Country drop down list in Theatre Manager.
You can shorten the list by setting countries to inactivate, or if a country is not a 'System' country, it can be deleted from the code table. If a country is not in the Code Table, it can be added.
For 'System' countries, Theatre Manager has built in controls for phone numbers, postal codes, and more. Currently these are:
For more information on how to access the Country table click here.
For information about editing values in Code Tables, click here.
The field settings are:
Staff can use all reasons that are active, including those that are marked not patron usable |
For information about editing values in Code Tables, click here.
To see where and how Course Attendance Reason is used in Courses, click here.
For information about editing values in Code Tables, click here.
Report Card Categories also have to be setup before Report Cards can be used. Go to Setup>>System Tables>>Code Tables to find Report Card Categories and assign values to it.
For information about editing values in Code Tables, click here.
Just like Categories, Report Card Ratings have to be defined in Code Tables before they can be used. Go to Setup>>System Tables>>Code Tables to find Report Card Ratings and assign values to it.
For instructions on assigning values to Code Tables, click here.Specific general ledger asset and income accounts are required to be defined prior to Creating Sales Entries and performing Deposits.
For information about editing values in Code Tables, click here.
Because these code table values are defaulted, you may not insert a new default account or delete an existing account, however, you can edit an existing account. The result values are the types of default accounts that must be set up in Theatre Manager.
You must assign a General Ledger Account number to each of the defaulted values. The general ledger accounts you use must be created to carry out the sole purpose of the default value.
Note: The donation main bank account and the transfer bank account have special meaning cannot be the same.
Refer to the help on setting up Restricted Donation Accounts for more information. |
The default accounts should not need to be edited or changed very often. There may be times which you need to.
For example: When upgrading Theatre Manager, sometimes new default accounts are added, or you may desire to change the account numbers on a yearly basis. Before editing a default account ensure that there is a general ledger account number that is set up.
Refer to Creating General Ledger Accounts for more information.
The Entry of Account Description Window opens.
If you do not already have a general ledger account number setup in G/L accounts do so now. Entering a G/L Account number here, will assign a general ledger account to the default account in code tables.
This field should be already filled in. You may change the name if you like, but it is not recommended.
The changes have now been saved.
Please take care setting up the accounts below. They are design to act like 'revolving accounts' for sales an receivables. If set up properly, the periodic outlet balancing process should be relatively straight forward. |
Account Purpose | Account Type | Description and what happens in your outlet | What happens in the other outlet |
A/R Ticket Sales Other Outlets Owe You | Asset |
If you allow another outlet to sell your tickets, an entry will be made to this account for the amount that they owe you. This is why it is normally an Asset account (receivables)
The offset account for the tickets will be the accounts in the accounting tab of the event setup window |
The other outlet will have taken the payment for the tickets and they will owe you money.
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A/R Commissions owed from other outlets | Asset |
When you sell tickets for another outlet, you can receive a commission for the sale (if they set one up in Commission Setup
The amount that the other outlet owes you
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Commission setup has an accounting tab.
When a commission is owed to an outlet, the accounts in the commission tab are used for the outlet:
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A/P Ticket Sales owed to other outlets | Liability |
This is the account used to track money you owe to the other outlet after selling one of their tickets. It is the reverse of the description of the 'A/R Tickets sales other outlets owe you' under the last column - what happens in the other outlet. Essentially, your outlet:
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This is also the reverse of the description of the 'A/R Tickets sales other outlets owe you' under the third column - what happens in your outlet other outlet. |
Commission Income from all other outlets | Income | When you sell a ticket for another outlet, any commission due to you is offset into this account. (see 'A/R Commissions owed from other outlets - fourth column') | When another outlet sells your ticket, the commission payable is placed into the account in the commission setup. (see 'A/R Commissions owed from other outlets - third column') |
items appear online in the sort order (alphabetical) and the external name is used to categorize and provide headers for each group. You can access various categories online using direct links in emails or web pages
Suggested values to enter into this code table for external name are:
There are 3 fields:
For information about editing values in Code Tables, click here.
For information about editing values in Code Tables, click here.
The Donor Giving Capacity values are displayed on the Donor Tab on the Patron Window. Click here for more information on the Donor Tab.
For information about editing values in Code Tables, click here.
The Code Table Moves Management is used to track interactions with Donors and Potential Donors. Moves Management can be used to track Patrons as relationships are built, donations given and contributions increase.
Click here for more information on the Donor Tab.
For information about editing values in Code Tables, click here.
The Donor 1,2,3 pop-up code tables represent the values under the Notes Tab of Donation Details.
These fields can be made manditory fields through the Mandatory Data Tab in Company Preferences. You can also change their names in the Appearance Tab of Company Preferences. This way you to customize Theatre Manager to your venue's requirements.
For information about editing values in Code Tables, click here.
The Donor 1,2,3 pop-up code tables represent the values under the Notes Tab of Donation Details.
These fields can be made manditory fields through the Mandatory Data Tab in Company Preferences. You can also change their names in the Appearance Tab of Company Preferences. This way you to customize Theatre Manager to your venue's requirements.
For information about editing values in Code Tables, click here.
The Donor 1,2,3 pop-up code tables represent the values under the Notes Tab of Donation Details. They can also be made manditory fields through the Mandatory Data Tab in Company Preferences and their names can be changed in the Appearance Tab of Company Preferences. This allows you to customize Theatre Manager to your venue's requirements.
click here.
Calendar Types are set in new Tasks as they are inserted into the Calendar in Facility Managment. There are "permanent" system Calendar Types built into Theatre Manager.
Facility Calendar Types are built-in codes you do not have to set up. While you cannot change the meaning of each of these, you can change the description to something more meaningful to your organization.
These are used as the general types for the Facility Task Types you will use to define the type of each task.
Click here, to learn more about Calendars.
For information about editing values in Code Tables, click here.
Click for more information about Resources, Resources, Inventory and Merchandise.
The default setting in Theatre Manager is the Generic group. Other groups can be added as needed.
Groups might be for internal resources and those sold on line. Examples might be:
For information about editing values in Code Tables, click here.
Click for more information about Resources, Resources, Inventory and Merchandise. The default setting in Theatre Manager is the Generic group. Other groups can be added as needed.
Resource Sub Groups are intended to be sub-classification within a resource group when items are sold online. For example, a resource group of Merchandise might have subgroups like
i.e. there is one Men's t-shirts with a bunch of sizes/colours on the web pages.
For information about editing values in Code Tables, click here.
The Facility Task Types are those that appear in the Task Information Window, Task Type drop down.
The Task Type Add window opens.
You can also choose a color for the task on a calendar.
The Default Security tab is now available.
You can now choose a security level. Security indicates which groups of employees can view/change information for tasks of these types when they are created. You can change any of these and they will apply to the next task of this type created. Prior tasks are not affected.
The types of activities your organization's volunteers engage can not only be set up, assigned and tracked inside Theatre Manager but if you have the Facility Module, Pricing Levels can be established and changed to reflect things like Overtime and Stat Holidays. You define pricing levels for the volunteer on the Facility Billing tab of a Volunteer's Activity window.
The Code Table Folder Name is used to categorize and organize Folders within Theatre Manager. At the current time, these Folders can be found when saving Form Letters or Mail Lists
You can create folders where you can store Form Letters and Mail Lists. It makes it handy to separate them by department, for example. You could have a Development folder and a Box Office folder. The Box Office would store all their Mail Lists in the Box Office folder - then when the Development staff go looking for a Mail List, they don't have to wade through all the Box Office Mail Lists to find their own. Folders can be used as search options in the Form Letter List and Mail List windows to ease the search time for the desired Form Letter or mail List.
The folders can be divided by department or person, or any other division you want.
For information about editing values in Code Tables, click here.
The Gender code table is also linked to the salutation table. If people pick a salutation, you can indicate the gender that is to be associated with the salutation. For example, Mr. generally translates to 'Male'. If a patron picks that as a salutation, Tm will help by setting their gender to Male, if it is set to the default of 'Unknown'
For information about editing values in Code Tables, click here.
Letter types are displayed in the Form Letters Window accessable through the Letters Tab.
Types allow you classify the types of letters that can be created and sent to patrons |
For information about editing values in Code Tables, click here.
The Media Types are used to maintain the type of press for members of the media.
Click Here to view the help on Media Management.
For information about editing values in Code Tables, click here.
items appear online in the following sort order:
Suggested values to enter into this code table for external name are:
There are 3 fields:
For information about editing values in Code Tables, click here.
The Marketing Code Table values are displayed in the Marketing Tab on the Patron Window. They can also be made manditory fields through the Mandatory Data Tab and their names can be changed in the Appearance Tab of Company Preferences. This allows you to customize Theatre Manager to your own venue's requirements.
For information about editing values in Code Tables, click here.
The Marketing Code Table values are displayed in the Marketing Tab on the Patron Window. They can also be made manditory fields through the Mandatory Data Tab and their names can be changed in the Appearance Tab of Company Preferences. This allows you to customize Theatre Manager to your own venue's requirements.
For information about editing values in Code Tables, click here.
For information about editing values in Code Tables, click here.
It is recommended that this code table be somewhat specific and contain between 10 and 25 key possible reasons for why patrons buy from your organization. Examples might be:
The Revenues by Why Did Patron Buy report is a great way to summarize this data for relevant events and periods of time.
You can make collection of this data mandatory for all orders by enabling the reason to buy option in System Preferences. |
For all values in this table, you will want to take care in where you make them available.
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For online donations, you will want a code table entry that:
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For information about editing values in Code Tables, click here.
The member card status codes are displayed on the Member Card Window. They are used as a reference as to the status of the card. Each card status may be set as 'active' or 'inactive'. Inactive card types do not count towards the maximum access card limit for a pass/Gift certificate setup-> edits tab.
Click here for more information on the Member Card window.
For information about editing values in Code Tables, click here.
The Code Table Age Codes is used to categorize personnel and/or volunteers into particular age ranges. If the age is unknown, then an age code Unknown may be useful. Age codes could also be specific birth years if required.
For information about editing values in Code Tables, click here.
Note: for addresses, you can indicate if 'Company/Title' should be printed on the address label or form letter address. This field would be checked for 'work' addresses, and not for 'home'. If the company name is not marked to be printed on an address (in codetables), it never will for labels or form letters |
For information about editing values in Code Tables, click here.
Every code table can have a default value indicated by the '•' at the left of the code table entry. This is important to set for the Location table as it affects which location is used by default. In the example below:
Locations on the web are a bit more granular and refer to the code tables for values, but do not use the code tables for position of usage.
For example, on the web you may want to:
to do this, you edit the file called constantPATRONCONTACTNEW.txt that is in the tmTemplates folder. In that file, you would have a number followed by a tab, followed by the name of the location from the code table. The number reflects the meaning of the contact data. Always put Email first. The following is an example:
4 tab Home where
so a reasonable list of entries are:
Number | Value | Description |
4 | Home | the default email address is 'home' it does at the top opf the new patron web page |
1 | Home | the default mailing address is also 'home' which goes in the address section of the web page. If you put a second address in this table, you could allow patrons to enter a work address or leave it blank. |
2 | blank | A blank entry means take the default location for a phone from the code tables. In the example of the code table above, it would also be 'home' |
2 | Work | means add a second entry field for another phone number and label it 'Work' |
2 | Cottage | means add a third entry field for another number and label it 'Cottage'
The above table do not have any entry for 3 (faxes) or 5 (web sites), so those options will not be presented to the user. |
There is a similar file called constantPATRONCONTACTEXISTING.txt with the same rules for existing patrons. Theatre Manager will always show all the data in the patron record and no more. If you want to have some empty fields for additional data, you can add more to the template.
For example, if you want to allow up to 3 phone numbers, then you might have a table of
There is a similar file called constantPATRONCONTACTLIMITED.txt with the same rules if you are using limited profile patrons to specify what those phone or emails will be called when a patron fills them in.
Name Suffixes are chosen from the Patron window. These can be included when sending letters to patrons.
For information about editing values in Code Tables, click here.
The example below provides some ideas for the relationship code table that you can enhance to suit your business and CRM requirements.
Making a relationship entry under one patron automatically makes an entry under the other patron. The code table allows you to create terminology that clearly defines both sides of the relationship. For example:
Use any pair of words that helps you define the relationship.
For information about editing values in Code Tables, click here.
The Patron Salutations code table is used to maintain the salutations on the patron and employee windows.
Default Gender | Setting the gender allows the gender to be automatically tagged in the patron's record when a salutation is applied to a patron's record. Then there is no guessing as to who you are talking with. Gender can be used in search criteria for reports, exporting and mail lists and are created in the gender table. |
Status | Allows the salutation be changed between Inactive or Active. Some salutations are not changeable and are marked as Permanent or System. This field is searchable. |
Available At | Select areas where the salutation can be used in the Box Office, Development, or Internet. More than one choice can be used. This field is searchable. |
For information about editing values in Code Tables, click here.
A blank salutation is set as a default by Theatre Manager. The default value in a code table is marked with a dot to the left of the entry.
This removes the blank default salutation.
If it has been used in a patron record, you will not be able to remove it. Mark it inactive.
The Code Table Patron Type is used to sort patrons records into categories. This information is used for Patron Records.
For information about editing values in Code Tables, click here.
This will ensure that Theatre Manager validates for the required number of digits for each card type, and have the correct numeric algorithm. An error message is displayed if the numbers are not entered correctly, to assist card entry.
Before changing the merchant provider for a credit card payment method, please read about the ramifications |
These built in payment methods are:
In Canada, make sure to set it for rounding to nearest $0.05
Please refer to Rounding of Cash Payments if you are in Canada or another country that requires rounding of certain payment methods.
While this features is typically used for cash, you can use on any payment method |
For information on how to access the payment method table click here.
For information about editing values in Code Tables, click here.
Inserting a New Payment Type is used to add options to the Payment Methods category.
Entering a new payment type in Code Tables requires entering a General Ledger Account number for the card type in the Chart of Accounts.
Click Here to learn how to access the Code Tables Window.
The Payment Methods Insert Window opens.
This is the short form of the payment description. This text appears as the code table lookup value.
This is the full description of the type of payment that you are creating. This text appears as the code table result value.
This is the GL number that you created in step one. Type in the full 8 digit account number or use the drop down list on the right side of this field to manually select the account number.
Click on the radio button that best describes the type of payment method you are inserting.
If a customer is paying via credit card, you must decide which credit card fields must be entered before payment can be accepted. The fields you may make mandatory are credit card number, credit card expiry date, credit card authorization number, and process card via credit card server. The last selection is available using Theatre Manager's Credit Card Authorization.
Selecting yes for any of these fields makes them mandatory fields.
For Credit Card processing a Merchant #, Service Charge G/L Account Number and Percent of Dollar Value or Dollar Charge Per Transaction are required.
The new payment type has now been created and is ready for use.
Before changing the merchant provider for a credit card payment method, please about
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Generally there are two aproaches:
In both cases, moving to a new merchant provider means any Merchant Profiles established for patrons will become useless.
The patron merchant profiles will be recreated under the new merchant account as each patron purchases in the future. They cannot be transferred from one merchant provider to another.
Lets say the value of the ticket you sell is $29.46. Any tax is calculated by Theatre Manager is purely on on the price of the ticket (not the payment) and this is what is posted to the sales accounts and all reports.
If a payment type has been used, it cannot be deleted. |
If you wish to discontinue a payment type, disable it. Click here to learn how.
To delete an unused payment type:
The Delete codtable confirmation opens.
The payment type is now deleted. Clicking the Cancel button will abort the deletion.
This is a versitile, customizable code table field you can use to flag specific performances. You can use it for display on the web and it can also be used like the Genre flag for TicketTrove. It can also be used for reports to narrow down searching for specific performances.
Using this field, you can also search for specific performances during the Ticket Sales.
If you are using this field for courses, Click here for more information.
For information about editing values in code tables, click here.
Genre is a general classification for events that is common to all Theatre Manager customers.
You cannot edit the Genre Table |
Currently, there are about 70 classifications which are used in the TicketTrove iPhone/iPad app to help customers find entertainment to their liking as well as on the event search window on the web.
Specifying a genre for an event is required.
You will need to update the genre setting for each future event on the Events and Dates Marketing tab to help users search for specific types of events in their interest area.
Click here for more information on the Events and Dates Marketing tab.
For information about editing values in Code Tables, click here.
Sales Promotions are able to be grouped into letter codes to help make them easier to read on a report. By assigning a letter to a group of Sales Promotions, you can categorize them in a report by their similarities. For example, you can use the letter 'S' to indicate all the Season Sales Promotions (Early Bird, Season, Flex Season) into one category. Then when running reports, you can run them based on Report Subtotal Group 'S', rather than selecting the promotions one by one. In addition, when running full reports on an event, you can subtotal all your
Or any categorization you choose.
You can set names for these categories so they are more meaningful to your organization in the Code Table setup for Promotion Sales Group.
For information about editing values in code tables, click here.
The Province/State Code Table is a list of Provinces and States in North America and recognized American states throughout the world. This list is primarily used for Web Sales.
The name Province can be changed to State (and vice versa) in the Appearance tab of Company Preferences. For more information on changing the title click here. Altering the Sort Value allows you to determine whether Provinces or States appear at the top of the list. They are assigned to Groups which sorted alphabetically. Each Province/State is then sorted numerically within the group.
For example, Provinces might be in Group 'A', and States in group 'B'. Within the Group, you would assign the Provinces A01, A02, A03, etc. The States would be given Sort Values of B01, B02, B03, etc. Since A comes before B, the Provinces would come above the States in the list. American users would do the opposite.
Depending on the region a default can be set. For more information on setting a Province or State as default click here.
For information about editing values in Code Tables, click here.
The values from this table are displayed on the Season Subscription Detail Window. They reflect if a patron changed the date which they were attending plays for their subscription. They also allow for better marketing records to be kept and provide another value which can be used in reports and form letters.
For information about editing values in Code Tables, click here.
The values from this table are displayed on the Season Subscription Detail Window. When the patron is renewing, you can record if they changed their season seats and where in the theatre they moved to.
This means better marketing records can be kept and provide another value which can be used in reports and form letters.
For information about editing values in Code Tables, click here.
The values from this table are displayed on the Season Subscription Detail Window. They allow for better marketing records to be kept and provide another value which can be used in reports and form letters.
For information about editing values in Code Tables, click here.
Tag groups are ways to conveniently group a number of different tags that you want to associate with records.
Tag Types allow you group or classify the tags in the tag setup tables |
For information about editing values in Code Tables, click here.
For information about editing values in Code Tables, click here.
The Transaction Types Code Table is a system table and cannot be changed. The values found here are a list of all the possible types of transactions that can be created and found in Theatre Manager. The result value is the actual transaction name, while the lookup value is a short form that is usually found on transaction reports, or inside the patron transaction tab. If you come across a transaction lookup value that you don't recognize, visit this code table to find its definition.
The Transaction type Values are:
Code Value | Transaction Description | Type | Sort Key |
PATRON or AUDIT |
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AC | Patron Card Viewed by Authorized User | N | audit | ACR | Coupon Redeemed | N | audit |
AEI | Patron Change-Internet | N | patron |
AIT | IT system notification | N | audit |
ALI | User logged in | N | audit |
ALM | Email password to user | N | audit |
ALO | User logged out | N | audit |
ALX | Lockout/multiple failed PW attempts | N | audit |
AM | Patron Merged | N | patron |
AP | Audit of Pricing/Promotion Setup Changes | N | audit |
APD | Audit of non deposited payment deleted | N | audit |
AS | Patron Added | N | patron |
ASI | Patron Added-Internet | N | patron |
AT | Audit of Operator Over-Rides | N | audit |
CREDIT CARD (No longer supported after Version 6) |
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COU | Credit Card Fee Over/Under | Y | credit |
CRD | Credit Received Deduction | Y | credit |
CS | Credit Card Fee | Y | credit |
CTF | Credit Card Fee Transfer From Patron | N | credit |
CTT | Credit Card Fee Transfer To Patron | N | credit |
DONATION |
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DEF | Donation Exchange From | Y | donation |
DET | Donation Exchange To | Y | donation |
DR | Donation Refund | Y | donation |
DRB | Donation Benefit Refund | Y | donation |
DRC | Donation Soft Credit Refund | Y | donation |
DS | Donation | Y | donation |
DSB | Donation Benefit | Y | donation |
DSC | Donation Soft Credit | Y | donation |
DTF | Donation Transfer From Patron | N | donation |
DTT | Donation Transfer To Patron | N | donation |
DU | Donation Unprint | N | donation |
DUR | Donation Reprint | N | donation |
FACILITIY |
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FEF | Facility Management Exchange From | Y | facility |
FET | Facility Management Exchange To | Y | facility |
FR | Facility Management Refund | Y | facility |
FS | Facility Management Sale | Y | facility |
FTF | Facility Management Transfer From Patron | N | facility |
FTT | Facility Management Transfer To Patron | N | facility |
MEMBERSHIP |
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MEF | Pass/G.C. Exchange From | Y | membership |
MET | Pass/G.C. Exchange To | Y | membership |
MR | Pass/G.C. Refund | Y | membership |
MRB | Pass/G.C. Benefit | Y | membership |
MRR | Pass/G.C. Manual Redemption | Y | membership |
MS | Pass/G.C | Y | membership |
MSR | Pass/G.C. Redeemed For | Y | membership |
MTF | Pass/G.C. Transfer From Patron | N | membership |
MTT | Pass/G.C. Transfer To Patron | N | membership |
FEES |
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OEF | Order Fee Exchange From | Y | fees |
OET | Order Fee Exchange To | Y | fees |
OR | Order Fee Refund | Y | fees |
OS | Order Fee Sale | Y | fees |
OTF | Order Fee Transfer From Patron | N | fees |
OTT | Order Fee Transfer To Patron | N | fees |
PAYMENTS |
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PD | Payment Post Dated | Y | payments |
PDD | Payment Post Dated Deposited | Y | payments |
PDR | Payment Post Dated Refund | Y | payments |
POF | Payment Move From Order | Y | payments |
POT | Payment Move To Order | Y | payments |
POU | Payment Over/Under | Y | payments |
PT | Payment | Y | payments |
PTF | Payment Transfer From Patron | N | payments |
PTT | Payment Transfer To Patron | N | payments |
INVENTORY |
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RIAD | Resource Inventory Adjustment | N | inventory |
RICI | Resource Inventory Check In | N | inventory |
RICO | Resource Inventory Check Out | N | inventory |
RIEN | Resource Inventory Tracking Ended | N | inventory |
RIH | Resource Inventory Held | N | inventory |
RIPR | Resource Received by patron | N | inventory |
RIR | Resource Inventory Released | N | inventory |
RIST | Resource Inventory Tracking Started | N | inventory |
RESOURCES |
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REF | Resource Exchange From | Y | resources |
RET | Resource Exchange To | Y | resources |
RR | Resource Refund | Y | resources |
RS | Resource Sale | Y | resources |
RTF | Resource Transfer From Patron | N | resources |
RTT | Resource Transfer To Patron | N | resources |
EXCHANGES |
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TEF | Ticket Exchange From | Y | exchanges |
TET | Ticket Exchange To | Y | exchanges |
REFUNDS |
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TR | Ticket Refund | Y | refunds |
SALES |
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TS | Ticket Sale | Y | sales |
MISC |
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ACR | Coupon Redeemed | N | misc |
TTF | Ticket Transfer From Patron | N | misc |
TTT | Ticket Transfer To Patron | N | misc |
TU | Ticket Unprint | N | misc |
OUTLET |
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XR | Outlet-Donation refunded for another Outlet | Y | outlet |
XS | Outlet-Donation sold for another Outlet | Y | outlet |
YR | Outlet-Pass/G.C. refunded for another Outlet | Y | outlet |
YS | Outlet-Pass/G.C. sold for another Outlet | Y | outlet |
ZEF | Outlet-Ticket exchange from for ticket own | Y | outlet |
ZET | Outlet-Ticket exchange to for ticket own | Y | outlet |
ZR | Outlet-Ticket refund for ticket owned by | Y | outlet |
ZRC | Outlet-Commission Payables to Other Outlet | Y | outlet |
ZRS | Outlet-Sales Payable to Other Outlet | Y | outlet |
ZS | Outlet-Ticket sale on behalf of another | Y | outlet |
ZSC | Outlet-Commission A/R from Other Outlet | Y | outlet |
ZSS | Outlet-Sales A/R from Another Outlet | Y | outlet |
Click here to download a PDF of the Transaction Types Codes List
The Traveling Troupe code table affects the Traveling Troupe buy window. The result values are listed on the troupe buy window in the order you would like them to be displayed (Lookup Value). The Result values are important "times" for the traveling troupe. A call time is assigned to each value in the buy window. This is so a troupe manager can print a daily report of the troupes activities for the members of its troupe.
For information about editing values in Code Tables, click here.
This is a listing of the various units of measure recognized by the program. They are "permanent" system values built into Theatre Manager and cannot be edited or amended.
The types of activities your organization's volunteers engage in can be set up, assigned and tracked by Theatre Manager. This page shows you how to set up those activity types.
Refer to the video help on volunteer management for more information. |
Click here, for more information on setting up Volunteer Activities.
The Status tab is used to indicate if the volunteer/personnel activity code is active or inactive as well as where it might be used.
The permissions will allow:
If this activity code is associated with the person for a particular event, the following indicates what they can do online. The employee/volunteer will need to pull up the event/performance online in a web browser.
Permission | Meaning |
View performance Revenue | Allows the Producer or Promoter of an event to view performance revenue for the event that they are assigned to |
View attendance | This means that the Volunteer/Employee/Promoter can view the patron information for people who have purchased to the event o the course. |
Set attendance | This means that the employee/volunteer can set or clear attendance reasons for the patron for each class or event using a tablet or computer. This is not meant for high volume attendance tracking - more for courses and really small events. |
Add (sell to) patrons | If enabled, the employee/volunteer can add NEW patrons to the course. It is designed for those kinds of classes where people can just show up - and then be enrolled by the instructor. |
Remove (refund) patrons | If enabled, the employee/volunteer can remove people from the course/class and issue a refund to the patron in form of a credit (eg pass/gift certificate). |
Reschedule performance | Allows the employee/volunteer to change the date and time of a class within the course |
Duplicate performance | Allows the employee/volunteer to add extra classes to the course. |
The web permissions are described more fully in the Web Permission Page.
If you create this type of activity and add it to a patron, you can:
The web permissions are described more fully in the Web Permission Page.
If you create this type of activity and assign it to a patron, you can:
You can even track which events they have viewed and how often by looking at web logs.
To see current billing rates for anyone already associated with this activity, click the Review Rates button. The same window will pop up if you change the default billing rate, giving you an opportunity to change or leave alone the billing rate for anyone associated with the activity.
Personalizing your volunteer recognition component of your program is the best form of showing appreciation for the contribution of volunteers. In this code table, you add the details for your awards.
For information about editing values in Code Tables, click here.
The Custom Volunteer Field 1 (Volunteer Eye Color) field can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Custom Volunteer Field 2 (Volunteer Hair Colour) field can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Custom Volunteer Field 3 (Volunteer Instrument) can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Custom Field #4 (Volunteer Vocal range) code table can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Volunteer Hour Ranges code table Used to summarize volunteer hours in the Volunteer Hour Summary Report.
For information about editing values in Code Tables, click here.
The Volunteer Shift code table can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Volunteer Status can be customized to suit client needs. The field can be renamed and drop down options edited to reflect client needs. This drop down field is found in Patron Records and Personnel Management.
For information about editing values in Code Tables, click here.
The Workflow tab allows you to create and manage different notification types for Internet and Box Office Sales.
Click here for more information on WorkFlow Notifications.
For information about editing values in Code Tables, click here.