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Adding Meeting Package Functions to a Package Event Check


You can add a function to a package event check that has not been posted, then add that function to a meeting package that is associated with the event check. You can then add line items to the function. To add a meeting package function and line items to an event check, follow this procedure.

This task is a step in Process of Generating Event Checks.

To add a meeting package function to a package event check

  1. Navigate to the Event Checks screen, then the Event Checks List view.
  2. In the Event Checks list, query for event checks that have the Package Event Check field selected.

    The Event Checks list displays only package event checks.

  3. In the Event Checks list, find the required event check.
  4. Click the link in the Event Check number (#) field, and then click the Meeting Functions view tab.

    The Meeting Functions view displays meeting package functions that are associated with the current event check.

    NOTE:  For non-package event checks, this view is disabled and does not display any data.

  5. In the Meeting Functions list, add a function and complete the fields, as required.

    Some fields are described in the following table.

    Field
    Description

    Core

    Read only. If this function was automatically added as part of a meeting package (that is, if this is a core item), then this check box is selected. If this function was manually added to the event check (that is, if this is a noncore item), then this check box is cleared.

    Package

    Name of the associated meeting package. Read only for core functions, editable for noncore functions.

  6. Scroll down to the Line Items list, and create new records to add line items as needed.
  7. Complete the fields for each new line item, as required.

    Some fields are described in the following table.

    Field
    Description

    Core

    Read only. If this item was automatically added as part of a meeting package (that is, if this is a core item), then this check box is selected. If this item was manually added to a function (that is, if this is a noncore item), then this check box is cleared.

    Package

    Name of the associated meeting package. Read only for core items, editable for noncore items. When a noncore function line item is added to a meeting package function, the default value of this field is the meeting package of the parent function.

    CAUTION:  If a noncore function has line items and you update the Package field on the function, the updated value does not automatically cascade to the Package fields of the associated function line items. You must manually update the Package fields on the line items as necessary.

  8. Select each added or changed item in the Line Items list, and click Reprice to update the total price for the line items.

    The Negotiated Price for noncore function line items associated with a meeting package is set to 0 and is read only. This is because noncore function line items cannot affect the meeting package price.

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