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Adding a Function Agenda to an Event Opportunity

The Functions Agenda view includes special functionality buttons that you can use to build function hierarchies and to flag functions that are to be bypassed during the availability check. For more information, see Organizing Functions with the Function Agenda Buttons.

This task is a step in Adding a Function Agenda and Line Items to an Event Opportunity.

To add a function agenda to an event opportunity

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for and select the required opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. In the Function Agenda list, create a new record, and complete the fields.

   NOTE:  Enter values in the Room Area, or Setup Style and Expected Attendees fields (or enter information in all three fields). If you specify a setup style and do not provide a value for Expected Attendees, an error occurs during the quote generation process.

   The following table describes some of the fields.

   Field	Comments
   Day #	The day number of the function.
   Date	The date of the function.
   Day	Automatically calculated from the date.
   Function Type	The type of function that is planned. Options include Keynote Address, Lecture, Panel Discussion, Roundtable, Seminar, Workshop, Breakfast, Lunch, Dinner, Breakout, Entertainment, Exhibition, Offsite, and 24 Hour Hold.
   Function Name	The name of the function. The default is the function type, but the name can be changed.
   Start Time	The start time of the function.
   Duration (mins)	The duration of the function.
   End Time	The end time of the function. The user can specify a start time and an end time and the duration is automatically calculated.
   Meal Period	If there is to be a meal provided with the function, select the appropriate meal period, for example, dinner, lunch, and so on.
   Setup Style	The setup style for the function. Setup styles that have been defined as universally available appear in the list. For more information about setup styles, see Setting Up Function Spaces, Sleeping Rooms, and Suites and Defining Day Parts, Status Indicators, and Setup Style Translations.
   Expected Attendees	The expected number of attendees for the function, from the estimates provided by the customer.
   Projected	The number of attendees the sales representative actually expects to attend the function. This value is used when projecting revenue.
   Room Area	Function space size. The room area that the customer wants for the function space, stated in square feet. The user can change any default value that appears in this field. If the value is entered in square meters, the value is automatically converted.
   Spacious Set	When this flag is selected, the expected number of attendees is multiplied by 1.5, and the result number is used in the best fit and next fit calculation. As a default, the check box is not selected. The multiplier can be changed during configuration using Siebel Tools.
   Flow	This flag is used to indicate to the property operations staff if the customers are arriving all at once (check box not selected) or in a flow (check box selected).
   Noise	This flag is used to indicate that the function is expected to generate noise that might inconvenience other guests at the property.
   Bypass	If the check box is selected, the best-fit process with availability check is bypassed.
   Best Fit Suite Only	If this flag is selected, then the best-fit algorithm is only applied to function space of type suite.
   Room Area (Sq. m)	The room area specified by the customer for the function in square meters. The user can specify a value either in square feet or square meters, and the other value is calculated.
   Feature	Choose a Product Feature if applicable. For more information about Product Features, see Siebel Product Administration Guide.
   Detail	Select this check box to indicate that this function contains smaller subfunctions, and if the subfunctions will possibly contain smaller breakout functions (breakout functions are children of subfunctions and grandchildren of functions). Sometimes, when the function is booked by a customer, details of subfunctions and breakout functions might not be known at the time that the function is booked. If you select this check box: You can create subfunctions for the function, and further break out functions for the subfunction. The Day #, Date, Start Time, Duration, and End Time fields become read only. For subfunctions and breakout functions, the Date is the same as for the parent function, and the Start and End times occur within the Start and End times for the parent function.