Adding Line Items to a Function Agenda

The Function Agenda line Items list provides the details such as service and products required for each function on the agenda.

This task is a step in Adding a Function Agenda and Line Items to an Event Opportunity.

To add line items to a function agenda

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

2. In the Opportunities list, select the opportunity, and click the link in the Opportunity Name field.

3. In the Function Agenda list, select the function agenda record.

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

5. Complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Item	Select the agenda line item product name, such as coffee, soft drinks, and a table.
   Product Type	This field is automatically populated with a value of Generic when the Item field is completed. This is because at the opportunity stage, only generic products can be selected. The generic products are mapped to specific products when a quote is generated.
   UoM	Unit of measure for the product, for example, one gallon of coffee.
   Service Start	Service start time of catered products. The default is the function start time, but the user can change this value.
   Quantity	Quantity of items calculated from the unit of measure (UoM).
   Description	A description of the function agenda line item.