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Preventing Functions from Being Moved

When defining functions using the Quotes screen's Functions view, a user can prevent other users from moving the function to an alternative function space by using the Do Not Move flag. The Do Not Move Flag check box is cleared by default, which means that other users can typically move functions as required, subject to time and space availability.

The Do Not Move Flag check box is only enabled if the reserved primary function space is a specific space. If the booking is for a category, the Do Not Move Flag check box is read-only. If a user tries to change the Function Space value to a category after the Do Not Move check box has been selected, a message is displayed, asking for confirmation. If the user clicks OK, the Do Not Move Flag check box is cleared and the booking is changed to a category.

NOTE:  The handling of bookings with the Do Not Move flag can vary depending on configuration carried out by the administrator. See Configuring the Do Not Move Flag for more information.

In the diary views, bookings that cannot be moved because of this flag are indicated with a padlock icon. Using query assistant, a search can be performed to locate bookings with the Do Not Move flag.

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

To prevent functions from being moved

  1. Navigate to the Quotes Screen > Quotes List view.
  2. In the Quotes list, query for and select the quote record.
  3. In the quote record, click the link in the Name field.
  4. In the Functions list, add a record and complete the fields.
  5. Scroll down, click the Function Space tab, and then add a new function space record.
  6. In the function space record, complete the fields, making sure that you select the Primary check box and choose a specific function space in the Function Space field.
  7. Click Reserve to reserve the inventory.

    The Inventory status must be set to Reserved; otherwise, you cannot complete the next step, because the Do Not Move Flag check box is unavailable.

  8. Scroll back up to the Functions list, and select the Do Not Move Flag check box.
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