Conditions for Copying Function Line Items

To be displayed for selection in the Pick Function(s) dialog box, the functions returned must meet the following conditions:

• Property. The parent property is the property associated with the quote from which the copy function was called.

  If you click Query All Quotes in the Pick Functions dialog box, this condition does not apply.

• Quote status. The parent quote status is other than Lost/Turndown, Cancel, or Actual.

• Function status. The function status is other than Lost/Turndown, Cancel, or Actual.

If you copy line items to a function in the same quote, the line item fields whose values are not copied are listed in the following table. You might have to update these fields manually in the new line items of the target functions.

Field	Comments
Start Time	Default value is the Start Time of the function to which the line items have been copied.
End Time	Default value is the End Time of the function to which the line items have been copied.
List Price	Price of the line item, as specified in the Property Administration screen, Event Order/Menu Items view, Price subview.
Inventory Status	Asset inventory status. When the line item is an asset, this field denotes conditions such as whether or not that asset has been booked. For example, if an asset that is being copied is a critical item, Siebel Hospitality automatically tries to reserve the asset after copying it to the new function. If the booking is unsuccessful, this field displays a value of Re-rented. As another example, if the booking of a noncritical line item is unsuccessful, this field displays a value of Unavailable.

If you copy line items to a function in a different quote, the line item fields whose values are not copied are listed in the following table. You might have to update these fields manually in the new line items of the target functions.

Field	Comments
Start Time	Default value is the Start Time of the function to which the line items have been copied.
End Time	Default value is the End Time of the function to which the line items have been copied.
List Price	Price of the line item, as specified in the Property Administration screen, Event Order/Menu Items view, Price subview.
Negotiated Price	Empty (null).
Discount %	Any existing discounts are removed.
Discount Amount	Any existing discounts are removed.
Inventory Status	Asset inventory status. When the line item is an asset, this field denotes conditions such as whether or not that asset has been booked. For example, if an asset that is being copied is a critical item, Siebel Hospitality automatically tries to reserve the asset after copying it to the new function. If the booking is unsuccessful, this field displays a value of Re-rented. As another example, if the booking of a noncritical line item is unsuccessful, this field displays a value of Unavailable.

The line item fields that are copied and not copied can be modified through configuration.

Additional validations are as follows:

• Critical items. Critical items are automatically booked. If booking is unsuccessful, the item is double-booked or re-rented.

• Associated orders. If the function to which the line items are copied has an associated order, all copied line items are also associated with that order. In other words, the function items in the quote and the order are synchronized.

• Menus and packages. If the copied line item is a menu or package, all child items are also copied.