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Management of Functions at the Quote Stage

The sales representative can manage function details for a quote using the quote's Function and Line Items views, or by navigating to the Functions screen and querying for the function in the Functions list.

In addition to updating function field information, the user can perform a number of tasks from these screens and views by using the following functionality:

• Reserve and Next Fit. For more information, see Using Reserve and Next Fit to Hold Function Space.
• Option. For more information, see Optioning Function Space.
• Overbook. For more information, see Overbooking Function Space.
• Cancel. For more information, see Canceling a Function.
• Copy. For more information, see Copying a Function.
• Reprice and Reprice All. For more information, see Function Line Item and Revenue Data Repricing.
• Refresh. For more information, see Function Line Item and Revenue Data Repricing.