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Managing Quote Functions from the Function Screen


After the quotes are created, and the sales representative has reviewed the booking status from the quote's Functions view, the user can perform detailed asset inventory bookings from the Functions screen > Line Items view. The Function Space field in this view becomes a multi-value group field.

For example, the user can check the details of assets that are associated with the product using the Functions screen's Line Items Assets view. In addition, users can book noncritical products as well as critical products and double-book a particular asset using this view. For more information, see Booking Hospitality Assets.

NOTE:  When critical products are selected, the asset inventory booking mechanism is automatically launched.

A visual representation of the inventory bookings is available in the Function Line Items Availability view and the Category Availability view.

This topic is a step in Managing Functions Associated with Quotes.

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