Adding Function Line Items to an Order Meeting Package

You can associate noncore function line items with a meeting package by following this procedure.

To add a function line item to an order meeting package

  1. Navigate to the Orders screen, then the Event Order view.

  2. In the Event Order list, query for and select the required order.

  3. In the order record, click the link in the Order # field.

  4. Click the Functions view tab.

  5. In the Functions list, select a function record with an associated meeting package.

  6. Scroll down and click the Line Items subview tab, if it is not already selected.

  7. In the Line Items list, create a new function line item record.

  8. Complete the fields, as required.

    Some fields are described in the following table.

    Field Comments

    Package

    When a noncore function line item is added to a parent function that is associated with a meeting package, the Package field of the line item is set to the meeting package of the parent function. You can manually remove the association of the line item with the meeting package, but you cannot associate the line item with a different meeting package.

    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.

    Negotiated Price

    When a noncore function line item is associated with a meeting package, the Negotiated Price field is set to 0. Note the following about the negotiated price for noncore meeting package line items:

    • When a noncore function line item is associated with a meeting package, the Negotiated Price field is set to 0. This is because noncore function line items that are associated with a meeting package must not affect the meeting package price per day. There are scenarios in which a customer wants to add an item to the meeting package for only one function in an event in which that function occurs every day.

    • For example, a Board Meeting function occurs every day of an event. However, on the first day of the event, the customer requests a large HD LCD TV. The TV is not required for the other days of the event. The customer wants this TV included as part of the meeting package. Because it is not guaranteed that a one-time line item will be added to all days of a “per day" function, that one-time line item does not affect the meeting package price.