Changing the Event Quote Arrival Date

To change the arrival date for an event quote, follow this procedure.

To change the event quote arrival date

1. Navigate to the Quotes screen, then the List view.

2. In the Quotes list, query for a quote whose arrival date you want to change.

3. Proceed either to Step 4 or Step 5 as required:

   • Go to Step 4 if you want to automatically shift the dates of associated functions and room blocks by the same number of days as the quote arrival date.

   • Go to Step 5 if you want to control how the arrival dates of associated functions and room blocks are shifted.

4. To shift function and room block dates the same as the quote, perform the following steps.

   1. In the Arrival Date field, select a new date.

      Siebel Hospitality shifts the dates for the associated functions and room blocks by the same number of days as the new arrival date you entered for the quote. The day estimates under the Macro Estimates view also change according to the change to the function dates.

      If meeting packages are applied to the quote, then the following additional actions occur:

      • The dates of nonfunction line items are also shifted.

      • If the new arrival date does not fall within the meeting package date ranges, then an error is generated. Otherwise, all the dates are shifted.

      Note: If no meeting packages are applied to the quote, then the default behavior can be changed through the Shift Functions and Shift RoomBlocks business component user properties. However, if meeting packages are applied to the quote, then only the dates are shifted regardless of the settings of the user properties.

   2. Go to Step 6.

5. To control the function and room block date shifts, perform the following steps.

   1. Do one of the following:

      • Click Modify Arrival Date.

      • Click Menu and choose Modify Arrival Date.

      The Enter/Change Arrival Date dialog box appears.

   2. In the Enter/Change Arrival Date dialog box, complete the fields.

      Some fields are described in the table that follows.

      Option	Comments
      Arrival Date	Enter a new arrival date for the quote.
      Shift Functions	Indicates whether to shift function dates according to the change to the arrival date of the quote. If meeting packages are applied to the quote, then this check box is disabled. The function dates are shifted automatically.
      Shift Room Blocks	Indicates whether to shift room block dates according to the change to the arrival date of the quote. If meeting packages are applied to the quote, then this check box is disabled. The room block dates are shifted automatically.

      The values for each check box indicate the following actions:

      • When selected (default), shifts the dates of associated items to the same date as the new arrival date for the quote.

      • When cleared, retains the original dates of associated items. Changes the values in the Day Number fields of the items to reflect the new relationship between the quote arrival date and the item dates.

      Note: The Day Number field value is the day number in relation to the arrival date, where the arrival date is equal to a value of 1. For example, if you change the arrival date of a quote from June 4 to June 2, but retain June 4 as the date for associated items, the Day Number field values of the items change from 1 to 3.

   3. Click OK to confirm the arrival date changes and close the dialog box.

      If meeting packages are applied to the quote and the new arrival date does not fall within the meeting package date ranges, then an error is generated. Otherwise, all the dates are shifted.

6. To verify the changes to functions and room blocks, perform the following steps.

   1. Click the link in the Name field of the current quote.

   2. Click the Functions view tab.

      In the Functions list, check the values in the Day # and Date fields.

   3. Click the Non-Function Line Items view tab.

      In the Non-Function Line Items list, check the values in the Day # and Date fields.

      If meeting packages are applied to the quote, then the nonfunction line item dates are shifted. If no meeting packages are applied to the quote, then the nonfunction line item dates are not shifted.

   4. Click the Room Blocks view tab.

      In the Room Block Line Items list, check the values in the Day # and Date fields.