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Adding a Function Agenda to an Event Opportunity

The Functions Agenda list includes special functionality buttons that you can use to build function hierarchies, and flag functions to be bypassed during the availability check. For more information, see Using Function Agenda Buttons When Defining an Opportunity Function.

This task is a step in Process of Capturing Hospitality Opportunities.

To enter a function agenda from the Opportunity screen

1. Navigate to the Opportunities screen > Opportunity List view.
2. In the Opportunities list, query for the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. In the Function Agenda list, add a 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, based on 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, and Offsite.
   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.
   Setup Style	The setup style for the function. Setup styles that have been defined as universally available appear in the list.
   Expected Attendees	The expected number of attendees for the function, based on the customer's estimates.
   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 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.
   Meal Period	The meal period associated with the function.
   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 may 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.