Creating a Parent Space Hold Function

To create a parent space hold function record, follow these steps.

To create a parent space hold function

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

  2. In the Quotes list, query for the quote record for which to create a parent space hold function.

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

  4. Click the Functions view tab.

  5. In the Functions list, add a record, and complete the fields as described in the following steps.

    1. In the Function Type field, select any function type.

    2. In the Function Space field, select a function space.

      You can select a specific space or a configured space.

    3. Complete the other fields as needed.

    For more information about creating a function for a quote, see Adding Functions and Function Line Items to a Quote. For more information about assigning a function to a function space, see Assigning a Function to a Specific Space.

  6. Reserve the space by clicking the Reserve button.

    The Availability Engine checks for inventory availability according to the availability rules defined in the Property Pricing Admin screen, Inventory Control view. If the space is available, the function record will acquire an inventory status of Reserved.

  7. When you are ready to detail the function, select the Detail check box.

    After you select the Detail check box, the Primary, Start, End, and Function Space fields become read only.

    Note: The Detail check box is enabled for parent functions only. You cannot select this check box in subfunction records.
  8. Release the reserved inventory by selecting a function clicking the Release button.

    The Release button enables you to release function space inventory after it has been reserved. When you click the Release button, the inventory status of the current function space changes to Unreserved from the previous value. If the function is a parent function (in other words, a detail function or a space hold function), then the inventory of any subfunctions is also released.