Floorplan > Event Settings > UDC Reason Codes
Floorplan Management > Reports > Exposition > UDC Report
UDC management allows you to track your Upgrades, Downgrades, and Cancellations; along with the reasons for the change.
UDC Reason Codes are not specific to the event. They are available for all events in which UDC Management is used.
Where UDC Management is used:
- Floorplan Management>Assignments>Move Exhibitor
- Floorplan Management>Assignments>Vacate
- Floorplan Management>Layout>Resize
UDC Management – Adding Reason Codes
To Add a New Reason Code:
- Go to Floorplan Management, Settings > UDC Reason Codes
- Using the Add Reason Code form, enter the title of the Reason and click Add. This field is used in the report as well as in the drop down box on the Floorplan Management screen.
Use the Reason Code Management list to delete or rename the Reason Codes.
Note: Deleting or renaming Reason Codes will affect your reporting. Changing the Reason Code Name in Manage Lists after it has been used means that when you run the UDC report the code will not be the original one that you entered when the upgrade, downgrade or cancellation first. Since you cannot change an entry in the UDC report after the fact, you could end up with a mismatched record, or a mislabeled entry, which may throw off your analysis (and tracking).
EX. Exhibitor A moved from 123 (10’x20’) to 136 (10’x10’), you chose reason code “Budget Changes”. Later you rename “Budget Changes” to “Found More Money in the Budget”, now the report will show that a ‘Downgrade’ happened and the Reason is that they ‘Found More Money in the Budget’.
UDC Management – Floorplan Management
Floorplan > Assignments > Move Exhibitor
- Select the Booth that the Exhibitor is currently assigned to by clicking on it on the floor plan. Then, select the booth that they would like to be in.
- If you are using the Financials module, verify the Order Item and Premium. Additionally, as part of UDC you can assign a Booth Downgrade Fee if the Exhibitor is moving to a smaller booth. Select the Order from the Downgrade Order drop down box. This amount is based on your Cancellation Schedule). You can override the fee by typing in a different amount in the Downgrade Fee text box.
- Select a Reason Code from the Reason drop down box, and if desired, type a comment in the large Comment text area.
- Click Submit.
Floorplan Management > Assignments > Vacate
- Select the Booth that the Exhibitor is currently assigned to by clicking on it on the floor plan.
- If you are using the Financials module you will need to select the correct Booth Cancellation Order from the Order Type drop down box, and the Booth Cancellation Fee will appear in the Price Override box (this amount is based on your Cancellation Schedule). You can override the fee by typing in a different amount in the Price Override text box.
- Select a Reason Code from the Reason drop down box, and if desired, type a comment in the large Comment text area.
- Click Submit.
Floorplan Management > Layout > Resize
- Select the booth you would like to resize by clicking it on the floor plan.
- If you are using the Financials module - Note that the system does automatically update the Booth Square Foot amount, but does not automatically add a Booth Downgrade Fee here. You will need to manually add the order if applicable on the Order tab of the Company record.
- Select a Reason Code from the Reason drop down box, and if desired, type a comment in the large Comment text area.
- Click Submit.
UDC Management - UDC Report
Reports > Exposition Management > UDC Report
Filters
Event: Verify the event name selected
Action Type: All, Upgrade, Downgrade or Cancellation. When All is selected, the report will include lateral (same size of booth) Move Exhibitor operations as well as Upgrades, Downgrades and Cancellations.
Log Date: optionally, a date range can be selected by specifying the start and end date.
Report includes:
Event Name
Company ID
Company Name
Action Type (Upgrade, Downgrade, Cancellation, Lateral)
Old Booth Label
Old Area
New Booth Label
New Area
Action Date
Action Reason Code
Action Notes
Action Operator
Original Sales Person
Downgrade/Cancellation Fee
Change in Revenue
If viewing the report in HTML view, the results are displayed page by page
The report can be downloaded in ASCII (comma-delimited text format)