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Adding and Reserving Backup Function Spaces


When you have identified a function space that requires a backup, you can add an extra space to the function, and reserve it for use for the particular function. You can add as many backup spaces as you want for a function space that requires backup space. This capability can provide the customer with a greater amount of choice if it is not possible to hold the function in the space that requires backup space.

You cannot reserve a backup space for a function unless one of the active spaces for the function has been reserved. Also, if you unreserve all active spaces, all backup spaces also become unreserved.

This task is a step in Managing Functions That Require Backup Space.

To add and reserve a backup function space

  1. Navigate to the Quotes screen, then the List view.
  2. In the Quotes list, query for and select the required quote record.
  3. In the quote record, click the link in the Name field.
  4. In the Functions list, select the function.
  5. Scroll down, and click the Function Space view tab.
  6. In the Function Spaces list, create a new record, complete the fields, and save the record.

    The following table describes some of the fields.

    Field
    Comments

    Primary

    Indicates whether or not this space is the primary space for the function. This field is used if a number of function spaces of booking type Active have been added for the quote. The primary function space appears in the Function Space field of the function. Do not select this field for a backup space.

    Function Space

    Select a function space to add as backup to the primary function space.

    NOTE:  Before selecting a function space, it is recommended that you set the Booking Type field to Backup. This precaution prevents any function spaces that require backup from being displayed in the selection dialog box.

    Back Up Required

    Read only. Indicates whether a backup space for this backup space is required. The value of this field is derived from the value of the selected function space.

    Booking Type

    Select Backup. Active is selected by default.

    Inventory Status

    Indicates whether or not the inventory for this function space has been reserved.

    Set-up Style

    This field is automatically populated with the same setup style as the primary function. Users can change this value as appropriate.

    Setup Durations Minutes

    This field is automatically populated when the Function Space field is completed.

    Teardown Duration Minutes

    This field is automatically populated when the Function Space field is completed.

    Function Space Parent Name

    The category to which the space belongs. This field is automatically populated when the Function space field is completed.

    Function Space Usable Area

    Usable area for the function space. This field is automatically populated when the Function Space field is completed.

    Property Unit of Measure

    The Unit of Measure used with the property to which the function space belongs. This field is automatically populated when the Function Space field is completed.

    NOTE:  It is also possible to add a backup space using the Function Space multi-value group field for the function in the Functions list.

  7. In the Function Spaces list, select the required backup space.
  8. Click Reserve.

    The backup space is reserved.

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