Table 4. Administrative Setup Tasks
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Workflow Process activation |
SHM Workflow business processes must be active for quotes and invoice creation. |
Hospitality Workflow Processes Siebel Business Process Designer Administration Guide |
Assignment Manager |
Set up Assignment Manager to automate the assignment of event-related activities to a person or team of people based on specific assignment rules. Assignments rules can be based on any combination of criteria, including business workflow policies, employee skills, workload, and territory or account team definitions. |
Siebel Assignment Manager Administration Guide |
Property Administration |
Set up property records and property characteristics. |
Setting Up Properties |
Function Space, Sleeping Room and Suites Administration |
Create function space, sleeping room and suite records, and property-specific setup styles. |
Setting Up Function Spaces, Sleeping Rooms, and Suites |
Product Administration |
Set up product lines for sleeping rooms and generic catering products. |
Product Administration Guide |
Product and Asset Administration |
Group products into parent categories, child categories, and subcategories. Define generic catering products, room blocks, and assets. |
Setting Up Products and Assets Product Administration Guide |
Inventory Control Administration |
Set up function space, sleeping room and suite inventory controls. |
Setting Up Inventory Controls |
Function Space Administration |
Set up a property's day parts, status indicators, and translations. |
Defining Day Parts, Status Indicators, and Setup Style Translations |
Tax Code, Service Charge and Charge Code Administration |
Set up tax codes, service charges, and charge codes for the property. |
Setting Up Charge Codes, Taxes, and Service Charges Pricing Administration Guide |
Product and Property Pricing Administration |
Create price list for each property. Define the rates for function space, sleeping rooms, and suites. Set profit thresholds and pricing discounts. |
Setting Up Pricing and Property Pricing |
Set Up Event Templates |
Create opportunity and quote event templates for event types that occur on a regular basis. |
Defining Event Templates |
Create contact and account records |
Define Hospitality accounts and contacts. |
Applications Administration Guide |
Set Up Proposal Generator |
The proposal generator automatically creates agreement proposals from selected quotes. |
Applications Administration Guide |
Set Up Turnover Template |
Use the Sales Assessment Template view to create a template for turnover tasks. |
Applications Administration Guide |
Set Up Report Headers |
Create customized headers to be used with Hospitality reports. |
Configuring Reports |