Siebel Hospitality Guide > Managing Property-Specific Menus and Packages > Process of Managing Menus and Packages >

Editing Function Menus, Packages, and Line Items

You can modify the details of menus, packages, and their child product items that are associated with functions.

This task is a step in Process of Managing Menus and Packages.

To edit a function menu or package

1. Display a list of functions associated with quotes or orders. For more information, see Accessing Quote and Order Functions.
2. In the Function list, select the function in which you want to edit a menu or package.
3. Click the Line Items subview tab.
4. In the line items list, select the menu, package, or component product you want to edit.
5. Change the values of the fields as needed. Some fields are described in the table that follows.

   NOTE:  The behaviors and calculations of many fields are affected by the menu or package type. For more information about field calculations and behaviors in the various types of menus and packages, see Menu and Package Types Reference.

   Field	Comments
   Item	Shows an Explorer-type hierarchy. For a single item, displays a document icon. For a menu or package with child items, displays a folder icon. When you add a menu or package as a line item, the whole hierarchy is added and becomes visible. Available selection changes dynamically with the value in the Grouping field. If you try to edit or replace a child item within a menu or package, the Pick Line Item dialog box displays only the items with the same Grouping as the selected menu or package child item. However, if you click Show All Products, the Pick Line Item dialog box displays one of the following lists: If the parent of the selected child item is a package, the Pick Line Item dialog box displays all the items associated with the current property irrespective of their Grouping values. If the parent of the selected child item is a menu, the Pick Line Item dialog box displays all the menu items associated with current property, irrespective of their Grouping values.
   Product Type	Read only. Type of menu or package. Determines the pricing method. Menu Per Person. One menu for each person. The price can be a fixed price for each person, or a variable price for each person depending on the items selected. Package Each. Fixed price for a quantity of 1 of the package, regardless of the number of people. Package Item Price. Variable price for each person where individual item prices are broken out. Package Per Person. Fixed price for each person where individual item prices are not broken out.
   Grouping	Read only. Identifies related groups of products. Allows you to do searches for products classified by related groups. For example, Dinner could be a menu grouping, and this would help you to find all the dinner menus that are available in a property.
   Resource Type	Read only. Possible values are as follows: Critical. Item is necessary for an event to occur. The application tries to reserve this item when a quote is created. General. Item is noncritical; that is, not necessary for an event to occur. Non Critical. Item is noncritical; that is, not necessary for an event to occur.
   Qty	How many products are included in this line item.
   Extended Quantity	Displays the same value as Qty for parent and static child line items. Calculated for per person child line items. The calculation is parent quantity * child quantity. NOTE:  The default value of Extended Quantity for a Package Per Person or a Menu Per Person is generated by the value of Best Attendance. For example, when you add a menu per person to a function that has 50 expected attendees, the Extended Quantity for the menu per person defaults to 50 to match the number of attendees. For more information about Best Attendance, see Best Attendance.
   Negotiated Price	Price for this line item that has been negotiated with the customer, if different from the List Price. May be a discounted price. The presence of both this field and the Discount Amount field allow you to specify both a discounted price and an amount for a discount, independently of each other, if needed. Editable for line items that have prices, null and read only for fields that do not have prices. For example, in a Package Per Person, the child items are not priced but the parent package is priced. Therefore, in the child items, this field is read only, but in the parent package, this field editable.
   Discount Amount	Amount of any discount that may apply to this product. You can specify a Discount Amount or a Discount %, but not both for the same item. If Discount Amount is specified, Discount % is null. The presence of both this field and the Negotiated Price field allow you to specify both a discounted price and an amount for a discount, independently of each other, if needed.
   Discount %	Percent of the discount to be applied to a line item price. You can specify a Discount % or a Discount Amount, but not both for the same item. If Discount % is specified, Discount Amount is null.
   Unit Net Price	Calculated, based on Negotiated Price or List Price. If the Negotiated Price is null, the calculation is one of the following: List Price - (List Price * Discount %) List Price - Discount Amount If the Negotiated Price is not null, the calculation is one of the following: Negotiated Price - (Negotiated Price * Discount %) Negotiated Price - Discount Amount
   Extended Net Price	Calculated. Displays Unit Net Price * Extended Quantity.
   Fixed	Read only. If selected, you cannot add new items to the menu or package, or alter its structure or quantities.
   Per Person Allocation	Amount of revenue per person to allocate to a related revenue sub-category. Read only and null for a Package Per Person, Package Each, or Package Item Price. For more information about allocations, see Revenue Allocations for Menus and Packages.
   Split Pricing	Applies to menus only. If selected, indicates a split menu. If any of the child menu items has its Split Pricing check box selected, the parent item's Split Pricing check box is selected. Read only at the parent menu level. Editable at the child item level.
   Service Charge Inclusive	If selected, the service charge is included in the List Price. If cleared, the List Price does not include the service charge.
   Tax Inclusive	If selected, tax is included in the List Price. If cleared, the List Price does not include tax.
   Substitutes	Allows you to select from a list of products that can be substituted for the current product, if specified by the administrator. Selecting a substitute product in this field may update other fields in this line item with information from the substitute product record.
   Recommendation Message	Read only. Message that you can use to influence a customer to buy the product. For example, if the product is an entree, this field might specify a wine that is compatible.

6. To edit a child item in a menu or package, expand the folder icon in the Item field, and repeat Step 4 and Step 5.