Adding Room Block Line Items to a Quote

Room block line items are transferred from the opportunity to the quote when the quote is generated, but this information can be updated at the quote stage if necessary. You can add new room block line items at this stage.

Note: In order to add products as line items to a room block, visibility for the product must be set up. For more information, see Process of Adding Catalog Visibility to Hospitality Products.

This task is a step in Managing Event Room Block Information in Quotes.

To add room block line items to a quote

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

2. In the Quotes list, query for and select the quote.

3. In the Quote record, click the link in the Quote # field, and then click the Room Blocks view tab.

4. Scroll down to the Room Block Line Items list, and add a record.

   In the Room Block Line Items list, you are allowed only one record with the same Room Type and Day #.

5. Update the sleeping room tax-related and service charge-related fields if necessary.

   Some fields are described in the following table.

   Field	Comments
   Sub Revenue Category	Revenue subcategory associated with this sleeping room. By default, Siebel Hospitality provides a Sleeping Rooms subcategory. Through the revenue subcategory, the sleeping room is associated with a charge code, which in turn is associated with taxes and service charges. For more information, see About Hospitality Charge Codes, Taxes, and Service Charges.
   Revenue Parent Category	Read only. Parent revenue category for this sleeping room. Populated by the selection in the Sub Revenue Category field. If you select Sleeping Rooms in the Sub Revenue Category field, the value of this field becomes Sleeping Rooms.
   Revenue Category	Read only. Revenue category for this sleeping room. Populated by the selection in the Sub Revenue Category field. If you select Sleeping Rooms in the Sub Revenue Category field, the value of this field becomes Sleeping Rooms.

6. Complete the other fields as required, and save the record.

   Repeat Step 3 through Step 6 to specify additional room block line items.

7. (Optional) Navigate to the Room Block Line Items screen to view details for a room block line item.

8. In the Room Block Line Items list, click Menu and select Check Availability.