Siebel Hospitality Guide > Setting Up Products and Assets >

Creating Hospitality Revenue Categories and Revenue Subcategories

In Siebel Hospitality, a product is an item, group of items, service, or group of services that your organization provides during an event. Items may include tables, chairs, and so on. A service may be a task performed by an audiovisual technician.

Products are grouped into revenue parent categories, revenue categories, and revenue subcategories to organize and administer them and for revenue rollup purposes. Using Siebel Hospitality, the administrator can create new revenue categories or add revenue subcategories to existing revenue categories. The administrator creates revenue categories through the Revenue Category Administration view. All function space revenues are associated with revenue parent categories for revenue rollup purposes.

Siebel Hospitality includes a number of predefined revenue categories that can be used as revenue parent categories when defining categories. Examples of predefined revenue categories are A/V, Banquet, Beverage, Billing, Food, Rental, Sleeping Room, Special, and so on. The Special category allows grouping of unique items for an event, such as fountains, paintings, signboards, and billboards.

Figure 4 shows the relationship between a revenue category, a revenue subcategory, a product, and an asset. For each revenue category, there can be multiple revenue subcategories. For each revenue subcategory, there can be multiple products. For each product, there can be multiple assets.

Figure 4. Relationship Between a Category, a Subcategory, a Product, and an Asset

NOTE:  Revenue Category Administration within Siebel Hospitality is different from Category Administration within the standard Siebel Business Applications. In Siebel Hospitality, products are categorized for revenue purposes, whereas, in the standard Siebel Business Application, the categorization is for similar products, and does not have a bearing on revenue. For more information about standard product categories, see Product Administration Guide.

This task is a step in Process of Setting Up Products and Assets.

To create a revenue parent category

1. Navigate to the Revenue Category Administration screen > Category Admin List.
2. In the Category Admin List, create a new record, complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   BRS Report Flag	If this flag is checked, the revenue parent category and its related revenue will be displayed in the Banquet Revenue Summary report.
   Description	A description of the revenue parent category.
   Name	The name of the revenue parent category.
   Print Line Items in SOE	When the Print Line Items in SOE check box is selected, items in the revenue parent category are included in the Schedule of Events (SOE) report. For more information, see About the Schedule of Events (SOE) Report
   Sequence	The sequence in which the revenue parent category will show up in the list of categories.

   For more information on field values, see Applications Administration Guide.

   Repeat Step 2 for each revenue parent category record.

To create a revenue category

1. Navigate to the Revenue Category Administration screen > Category Admin List.
2. In the Revenue Parent Category list, query for the revenue parent category for which you want to create a revenue category.
3. Drill down on the Name hyperlink.
4. In the Revenue Categories list, create a new record and complete the fields.

To create a revenue subcategory

1. Navigate to the Revenue Category Administration screen > Category Admin List.
2. In the Revenue Parent Category list, query for the revenue parent category for which you want to create a revenue subcategory.
3. Drill down on the Name hyperlink.
4. In the Revenue Categories list, select the revenue category for which you want to create a revenue subcategory.
5. Scroll down to the Sub Revenue Categories list, create a new record in the list, and complete the fields.

To create notes for categories

1. Navigate to the Revenue Category Administration screen > Category Admin List.
2. In the Revenue Parent Category list, query for the required parent category.
3. Drill down on the Name hyperlink.
4. In the Revenue Categories list, select the required category.
5. Scroll down to the Sub Revenue Categories list, and then click the Notes view tab.
6. Create a new record, designate a note type by selecting a value for Type, and then complete the Note field.

   The following fields are automatically populated:

   • Sequence
   • Created
   • Created By

     NOTE:  Notes are displayed under the revenue category name in the Banquet Event Orders (BEO) report and the Schedule of Events (SOE) report. The sequence number determines the order in which the notes get printed for the BEO and the SOE reports. For more information on creating reports, see Siebel Reports Administration Guide.