Entering Historical Functions Manually

To manually enter a function associated with a historical quote, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To enter a historical function manually

  1. Navigate to the Histories screen, histories view.

  2. In the Historical Opportunities list, select an opportunity.

  3. Scroll down to the center of the view.

  4. In the Quotes list, select a quote in which to add a function.

  5. In the Functions list, add a function record to the currently selected quote.

  6. Complete the fields, as required.

    Some fields are described in the following table.

    Field Comments

    Room Rental Revenue

    Total revenue value for the Room Rental revenue category for this function.

    Food Revenue

    Total revenue value for the Food revenue category for this function.

    Beverage Revenue

    Total revenue value for the Beverage revenue category for this function.

Note: Grand totals for the numeric and currency fields appear in a row at the end of the list.