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Event Shifting at the Quote Level

During the event planning process, customers often change the start and end time of an event that affects a series of function space bookings. For example, a customer may schedule an event that spans three days, Monday through Wednesday, and each day has an agenda that corresponds to function space bookings. The customer decides to start the event on Tuesday instead of Monday, keeping the same three-day agenda.

When shifting the time of a series of bookings, the Function Space Inventory engine can reschedule bookings into time slots that are occupied by other bookings in the same series. For example, Monday bookings are moved to Tuesday time periods that were occupied by Tuesday bookings; Tuesday bookings are moved to Wednesday time periods that were occupied by Wednesday bookings, and so on.

When bookings are shifted to different dates, inventory may be lost or not secured for the desired dates. Inventory may be available but is priced too high for the customer. In these situations, the event and day shifting process helps the sales user evaluate a change to the quote by viewing the room block pricing on the new date without losing the previous inventory.

This task is a step in Process of Working with Event Inventory.

To perform an event shift at the Quote level

  1. Navigate to the Quotes screen > List view.
  2. In the Quotes list, query for the quote record.
  3. Click Time Shift.
  4. In the Time Shift Event dialog box, perform one of the following steps:
    • Select the Shift by Day check box, and enter the number of days.

      A negative day value shifts the event back, and a positive day value shifts the event forward.

    • Select the Shift by Date check box, and choose the new date.
  5. Click Event Shift.
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