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Creating a Hierarchy of Order Functions


You can build a three-level hierarchy of parent functions, subfunctions, and child subfunctions. To build a hierarchy of order functions, follow this procedure.

This task is a step in Process of Generating and Managing Event Orders.

To create a hierarchy of opportunity functions

  1. Navigate to the Orders screen, then the Event Order view.
  2. In the Event Orders list, query for an order.
  3. In the order record, click the link in the Order # field.
  4. In the Functions list, add a function record, and complete the fields.

    Some fields are described in the following table.

    Field
    Comments

    Function Type

    Select 24 Hour Hold to make the record a space hold function.

    Function Space

    Select a function space to associate with the function. Available function spaces for subfunctions are constrained to subdivisions of the parent function space.

    Detail

    Select to indicate the detailed parent function.

    For functions for which the Detail check box is not selected, you can define only one hierarchical level, for example, function, then subfunction.

  5. Select the primary function and click the Sub Function button to build a hierarchy of subfunctions under the detailed function in the Create Agenda Sub Function dialog box. Select a subfunction and click the Sub Function button to add a child subfunction under the current subfunction in the Create Agenda Sub Function dialog box.

    NOTE:  Subfunctions are not indented in the Functions list of the order. To see the child functions of an order function, select the function and click Sub Function again.

For more information about building a hierarchy of subfunctions and child subfunctions under a primary, detailed function, see Detailing a Function.

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