Refresh Button

The Refresh button is used to roll up line item changes and recalculate revenue data that appears in the Quotes screen, Function Revenue Estimates view after changes are made to the line items. If there are no line item changes, no action occurs when the button is clicked.

When a change is made to a line item, the Need Refresh flag appears to remind users that the Refresh button must be clicked for revenue recalculation. Clicking Refresh in the Quotes screen, Functions view rolls up revenues from the line items to the function, and then to the quote. If the Line Item Sum flag is selected, then the sum of the line items is rolled up to the quote level; otherwise, the projected revenue values are rolled up to the quote level.

Clicking Refresh from the Quote Summary view rolls up revenue from sleeping rooms and functions to the quote level.

When a user clicks Refresh at the function level, the following actions occur:

• Catering revenue and profit is updated to reflect the updated revenue and profit of the selected functions.

• The Profit Threshold Variance is calculated.

• The Profit Variance is updated.

• The Required Threshold is recalculated.

• The Revenue Threshold Variance is recalculated.

• The average values are retrieved and aggregated in the Function Revenue Estimates.

• Quote Revenue Estimates are retrieved either from the average values or line items depending on the value in the Line Item Sum field.

  • If the flag in the Line Item Sum field is selected, then the revenue estimates are retrieved from the function line items.

  • If the flag in the Line Item Sum field is not selected, then the revenue estimates are retrieved from the average values of the functions.

• The opportunity revenue is updated with the projected quote revenue.

The Refresh button appears on the following views:

• Quote Functions view

• Quote Summary view