Creating Subfunctions with the Function Hierarchy Buttons

A user can create and manage subfunctions and child subfunctions for a function with the function hierarchy buttons. These buttons enable you to indent and unindent functions to create a hierarchy, and to move functions up and down the list. The function hierarchy buttons are described in the following table.

Button	Description	Comments
	Forward arrow button	Demote one level. Demotes the function by one level in the detailed function hierarchy.
	Back arrow button	Promote one level. Promotes the function by one level in the detailed function hierarchy.
	Up arrow button	Move up. Moves the function up the function list.
	Down arrow button	Move down. Moves the function down the function list.

The following steps assume that a function with the Detail flag selected already exists in the Quote Functions list. Although detailing is typically done at the quote level, you can also create a hierarchy of functions in an opportunity and select the Detail flag at that stage.

To create subfunctions with the function hierarchy buttons, follow these steps.

To create a subfunction with the function hierarchy buttons

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

2. In the Quotes list, query for the quote record that includes the detail function for which to create subfunctions.

3. In the Quote record, click the link in the Name field.

4. In the Quote Functions list, verify that a function record exists with the Detail check box selected and an Inventory Status of Reserved.

5. In the Functions list, add another record, and complete the fields.

6. Use the Move up and Move down buttons to position the record after the detail function.

7. Click the Demote one level button to make the new function a subfunction of the parent detail function.

8. In the Function Space field, select a function space for the subfunction.

   You can associate function space for subfunction only if the parent function is detailed.

   • If you have selected a specific space for the parent function, you can also reserve a specific space for the subfunction. Only spaces related to the parent function space are available for selection.

   • If you have selected a category for the parent function, you cannot reserve a specific space for the subfunction.

9. Click Reserve.

To create child subfunctions with the function hierarchy buttons, follow these steps.

To create a child subfunction with the function hierarchy buttons

1. In the Functions list, add a record and complete the fields.

2. Use the Move up and Move down buttons to position the new record after a previously created subfunction.

3. Make sure the Detail check box in the parent function is selected.

   The function hierarchy buttons are available for a subfunction only if the parent function is detailed (that is, if the Detail check box of the parent function record is selected). If the Detail check box of the parent function is cleared, the function hierarchy buttons are disabled for the subfunctions of that parent function as well.

4. Click the Demote one level button twice to make the record a child subfunction of the first subfunction record created.

   Note: You cannot reserve a function space for a child subfunction.