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Quote Shows No Revenue Threshold Details After Copying The Functions From Another Quote (Doc ID 2767690.1)

Last updated on APRIL 12, 2021

Applies to:

Siebel Hospitality - Version 19.6 and later
Information in this document applies to any platform.

Symptoms

Revenue threshold details not populated on the Quotes after copying the Functions from another Quote


The issue can be reproduced at will with the following steps:
1. Navigate Administration - Product ==> Product Definition
Create new product (example : Test SR) with Type = Product, Product Type = Menu Item, Resource Type = General
2. Navigate to Administration - Pricing and create New Price List and the product created in step 1 in price list items with list price = 100
3. Navigate to Property Pricing Admin and Create new record with below details
Property Name = Test Property
Property Type = Corporate/Transient
Price List = Test Price List
4. Drilldown on Property Name and navigate to "Functions Type" View tab , create below two records
A)
Function Types :
Name = Brunch, Meal Period = Breakfast, Description = Function Type
Type - Applicability Time :
Business Type = Group, Start Date = 3/30/2021, End Date = 3/10/2022
Average Values :
Revenue Parent Category = Rental, Revenue Category = Function Space Rental, Average Value = $100.00, UOM = Per Person, Service Charges % = 50
Type - Applicability Time :
Business Type = Local, Start Date = 3/30/2021, End Date = 10/27/2021
Average Values :
Revenue Parent Category = Rental, Revenue Category = Suite Rental, Average Value = $100.00, UOM = Per Person, Service Charges % = 20

B)
Function Types :
Name = Demo, Meal Period = Dinner, Description = Event type
Type - Applicability Time :
Business Type = Group, Start Date = 3/30/2021, End Date = 3/10/2022
Average Values :
Revenue Parent Category = Rental, Revenue Category = Function Space Rental, Average Value = $10.00, UOM = Flat, Service Charges % = 10
Type - Applicability Time :
Business Type = Local, Start Date = 3/30/2021, End Date = 10/27/2021
Average Values :
Revenue Parent Category = Rental, Revenue Category = Function Space Rental, Average Value = $20.00, UOM = Per Person, Service Charges % = 5

5. Navigate to Opportunities screen
Create new record
Name = Test SR, Account = Test, Project Property = Test Property, Arrival Date = 3/31/2021, Departure Date = 4/28/2021
6. Drill Down on Opportunity name and navigate to Quotes View Tab
7. Click on Automatic Quote and change the Organization to "Test Property" and make it as primary on the auto quote record
8. Drill down on Quote Name and navigate to "Functions" view tab
Create following 2 record
Record 1 : Function Type = Brunch, Start = 01:00 AM, Duration = 500
Record 2 : Function Type = Demo, Start = 02:00 AM, Duration = 300
9. Click on "Refresh" button and navigate to Summary View Tab
Observed that "Revenue Thresholds" and "Functions" details displayed properly
10. Again Navigate to Opportunities screen
Create new record
Name = Test SR1, Account = Test, Project Property = Test Property, Arrival Date = 3/31/2021, Departure Date = 4/28/2021
11. Drill Down on Opportunity name and navigate to Quotes View Tab
12. Click on Automatic Quote and change the Organization to "Test Property" and make it as primary on the auto quote record(Example : Quote Name = Test1)
13. Query for the quote created in step 7 and drill down on Quote Name and Navigate to "Functions" View tab

14. Select all the functions and click on Copy and enter Second Quote "Test1" in Copy To Quote # filed and click on Copy

15. Now drill down on Test1 Quote and navigate to "Functions" View tab

Observed that functions copied from 1st quote to Test1 Quote

16. Click on "Refresh" button and navigate to Summary View Tab
Observed that "Revenue Thresholds" blank and "Functions" details copied properly on to this new quote



Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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