Creating Subfunctions with the Sub Function Button

A user can create and manage subfunctions and child subfunctions for a function with the Sub Function button. The Sub Function button calls a dialog box in which you can enter multiple subfunctions. You can also delete or modify the existing subfunctions in the dialog box. This dialog box eliminates the need to manually indent subfunctions, because they will already be associated with the correct parent record as subfunctions.

The ability to create and modify subfunctions with the Sub Function button varies according to the current selection. The Sub Function button is enabled only if the current selection is a parent function or a subfunction of a detailed parent function. If you are not able to modify a function, then you cannot modify the subfunctions of that function. If you are not able to create new functions, then you cannot create new subfunctions.

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 Sub Function button, follow these steps.

To create a subfunction with the Sub Function button

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

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

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

4. In the Quote Functions list, select a function for which to create subfunctions.

5. Verify that the function record has the Detail flag selected and an Inventory Status value of Reserved.

6. Click Sub Function.

   The Create Agenda Sub Function dialog box appears.

7. In the Create Agenda Sub Function list, add a subfunction record and complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Day #	The day number of the subfunction. By default, displays the day number value from the parent function.
   Date	The date of the subfunction. By default, displays the subfunction date value from the parent function.
   Day	Automatically calculated from the date of the parent function. Read only.
   Function Name	The name of the subfunction.
   Function Type	The type of subfunction that is planned.
   Start Time	The start time of the subfunction. Does not have to be within the start and end times of the parent function, except if the parent function is detailed.
   End Time	The end time of the subfunction. Does not have to be within the start and end times of the parent function, except if the parent function is detailed.
   Expected	The number of attendees the customer expects to attend the subfunction.
   Projected	The number of attendees the sales representative expects to attend the subfunction. This value is used when projecting revenue.
   Location	Describes where the subfunction will take place.
   Flow	Indicates to the property operations staff whether the attendees are expected to arrive in a flow (selected) or all at once (cleared).
   Function Space	Select a function space for this subfunction. Displays a list of function spaces that are used for detailing. This field is editable only when the parent function has a function space specified and the Detail flag selected. Otherwise, this field is read only.

8. Repeat the preceding step for each additional subfunction to associate with the current parent function.

   You can enter subfunctions in any order.

9. Click OK.

   Siebel Hospitality redisplays the Function List with the new subfunctions indented after the parent function. The new subfunctions are sorted by start time in ascending order.

   Note: If you select the parent function and click Sub Function again, the Create Sub Function pop-up window also displays the associated subfunctions sorted by start time in ascending order.

To create child subfunctions with the Sub Function button, follow these steps.

To create a child subfunction with the Sub Function button

1. In the Functions list, select a subfunction for which to create child subfunctions.

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

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

3. Click Sub Function.

   The Create Sub Function pop-up window appears.

4. In the Create Sub Function list, create a subfunction record, complete the fields, and click OK.

   Siebel Hospitality redisplays the Functions list with the new child subfunctions indented one level after the parent subfunction and two levels after the parent function.

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