Siebel Hospitality Guide > Working with Inventory > Management of Functions at the Quote Stage >

Copying a Function


The user can copy a function from the Quote Functions and the Functions More Info view. When a function is copied, the user can specify the function details to copy, such as number of days, number of copies per day, and whether to copy subfunctions.

Users can also copy a function to quotes with the same property and quotes with a different property. If a user copies a function to a quote with a different property, the best fit process is launched to find a function space.

When a user copies a function to a quote with a different property, the function line items are initially mapped to the generic product. A property-specific product is then selected from the new property. If there is no such product, the generic line item is copied. If no mapping between the original line item and the generic line item can be performed, the line item is not copied.

Also, when users copy a function with line items and change the date, the system verifies whether the item is still available by checking catalog visibility. If the item is not available, it is not copied.

To copy a single function

  1. Navigate to the Quotes screen > Quotes List view.
  2. In the Quotes list, query for and select the required opportunity record.
  3. In the Quote record, click the link in the Name field.
  4. In the Functions list, select the required function and click Copy.
  5. In the Copy Function form, complete the fields, and then click Copy.

    The following table describes some of the fields.

    Field
    Comments

    Quote #

    The number of the quote with which the function is associated.

    Order

    The order with which the function is associated (if any).

    Date

    The date on which the function is due to be held.

    # of Days

    The number of days for which this function should be copied. For example, if you enter 2 to this field, a copy of the function is made for the date specified in the Date field, and a copy is made for the date following the date specified in the Date field.

    Start Time

    The time at which this function is due to commence.

    Duration

    The duration in minutes of this function.

    Day #

    The day number of the function.

    # of Copies/Day

    Specify the number of copies of the function to be made per day. For example, if you enter 2 to this field, copies of the function are made for every day specified in the # of Days field.

    Subfunctions

    If you select this field, all subfunctions associated with this function are copied to the new function or functions.

    Line Items

    If you select this field, all line items associated with this function are copied to the new function or functions.

    Backup Spaces

    If you select this field, all backup spaces associated with this function are copied to the new function or functions. For more information about backup space, see Management of Functions That Require Backup Space.

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