Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Adding Details to an Event Quote >

Managing Functions Associated with Quotes

When the sales user clicks Generate Quote, function records are automatically created with fields populated and hierarchical relationships defined.

This task is a step in Adding Details to an Event Quote and Process of Managing Property-Specific Event Quotes.

To validate functions and function line items associated with a quote

1. Navigate to the Quotes screen > List view.
2. In the Quotes list, query for the quote record.
3. In the Quote record, click the link in the Name field.
4. In the Quotes Functions list, select the function and verify function information.
5. In the Function Line Items list, verify line item information.

To add functions and line items to a quote

1. Navigate to the Quotes Screen > List view.
2. In the Quotes list, query for the quote record.
3. In the Quote record, click the link in the Name field.
4. In the Functions list, add a record, complete the fields, and save the record.
5. Scroll down to Line Items and add additional line items if necessary.

   For a description of Function and Function Line Item field values, see Adding a Function Agenda and Line Items to an Event Opportunity.