Siebel Hospitality Guide > Defining Event Templates > Process of Creating Event Templates >
Adding an Agenda and Line Items to an Event Template
The following procedure describes how to add function agendas and line items to both generic event templates and property-specific event templates. For more information about function agendas, see Adding a Function Agenda and Line Items to an Event Opportunity. This task is a step in Process of Creating Event Templates. To add an agenda and line items to an event template
- Navigate to the Event Templates screen and do one of the following:
- To add a function agenda and line items to a generic template, click the Generic Templates link.
- To add a function agenda and line items to a property-specific template, click the Property Specific Templates link.
- In the list, query for and select the required template.
- Click the link in the Name field, and then click the Functions view tab.
- In the Functions list, create a new record and complete the fields.
Make sure that you add a Function Space and Post As Name for property-specific templates. For more information on the remaining fields, see Adding a Function Agenda and Line Items to an Event Opportunity.
Scroll down to Line Items, create a new record, complete the fields, and save the record.
The following table describes the fields that relate to property-specific templates only.
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Part # |
The part number associated with the specific product. |
Revenue Sub Category |
Pick a revenue category with which this product is to be associated. |
Revenue Category |
This field is automatically populated when the Revenue Sub Category field is completed. |
Parent Revenue Category |
This field is automatically populated when the Revenue Sub Category field is completed. |
Resource Type |
This field is automatically populated when the Item field is completed. |
Sequence # |
This field is automatically populated when the Item field is completed. |
For more information on the remainder of these fields, see Adding a Function Agenda and Line Items to an Event Opportunity.
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