Managing Functions Associated with Quotes

When the sales user clicks Generate Quote, function records are automatically created with fields populated and hierarchical relationships defined if the function has been defined at the opportunity stage.

However, for nonparticipating properties, only the generic agenda is replicated and appears in the Quote screen, Function Line Items view. No mapping to property specific function space occurs. For more information about nonparticipating properties, see Managing Nonparticipating Properties.

This topic contains the following topics:

• Adding Functions and Function Line Items to a Quote

• Creating a Hierarchy of Quote Functions

• Adding Resource Cluster Line Items to a Quote

• Validating Functions and Function Line Items for a Quote

• Preventing Functions from Being Moved

• Changing Function Spaces with Product Features

• Managing Quote Functions

• Copying Function Line Items to a Different Quote

This topic is a step in Roadmap for Managing Property-Specific Event Quotes.