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Quote Generation Processes

Based on the function, room block, and property information captured at the opportunity level, an automated process is triggered to generate quote records for each property associated to the opportunity record. Generate quote is an automated process which takes into account many factors to generate quote records that meet all the specified requirements.

The generate quote automated process involves invoking inventory and pricing subprocesses including:

• Function Space and Suite Best Fit and Reservation
• Sleeping Room Reservation
• Mapping generic products to property specific products
• Calculating the room rental price of function space
• Calculating the quote threshold value

The application uses the attributes such as the Bypass flag and Non Participating Property attribute to determine which subprocesses are launched for the agenda created during the opportunity capture process. For example, the Bypass flag set on the property record suppresses several subprocesses including function space reservation.

It is critical that the sales representative validates each attributes on the Function, Room Block, and Property records. These attributes dictate which automated subprocesses are launched during the generate quote process.