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Generating Event Checks


Operations managers and event managers can generate an event check for a single order, or event checks for all orders in a day for a property. When an event check is generated, the following actions occur in the order:

  • An event check header is created.
  • The Event Check number (#) field for the order is populated with a unique identifier.
  • The Order Status field is updated to Event Check.
  • Taxes and service charges for the event are calculated.
  • If the event check is generated with a Status of Open, then the order and its associated functions are read-only in the originating quote.

You can navigate to the Event Checks screen to see more detail about the generated event check. You must cancel an event check before you can use the procedures in this topic to generate another event check for the same order.

This task is a step in Process of Generating Event Checks.

Generating an Event Check for a Single Order

To generate an event check for a single order, follow this procedure.

To generate an event check for a single order

  1. Navigate to the Service Orders screen, then the Event Order view.
  2. In the Event Orders list, query for and select the required order.
  3. Click Open Check.

    One or more event checks are generated for the selected order. For more information about the resulting event checks, see About Generated Event Checks.

Generating Event Checks for All Orders in a Day for a Property

Operations managers and event managers can generate event checks for all orders in a specified day for a specified property. To generate event checks for all orders in a day for a property, follow this procedure.

To generate event checks for all orders in a day for a property

  1. Navigate to the Service Orders screen, then the Event Order view.
  2. Click Open Day.
  3. Change the date to the required date and select a property.

    You can select only the properties to which you have access.

  4. Click Open Checks.

    An event check is generated for each order that has a function for the specified date and property. For more information about the resulting event checks, see About Generated Event Checks.

About Generated Event Checks

For each generated event check, one of the following results occurs:

  • If the related quote has no applied meeting packages or nonfunction line items, then Siebel Hospitality generates a single event check.
  • If the related quote has an applied meeting package, then Siebel Hospitality creates a package event check for all the meeting package elements on the related quote and another, non-package event check for the non-meeting package elements on that order. The package event check includes all the meeting package functions and function line items, as well as all the nonfunction line items, from the related quote.

    Each event check that is subsequently generated from another order of the same quote includes only the non-meeting package elements on that order, and none of the nonfunction line items on that order.

  • If the related quote has no applied meeting packages but does have nonfunction line items, then Siebel Hospitality generates an event check that includes the functions and function line items on the order, and a package event check that includes all the nonfunction line items on the related quote.

    Each event check that is subsequently generated from another order of the same quote includes only the functions and function line items on that order.

The event checks are generated, and the Event Checks screen, Line Items (Guest) view appears. The detailed event check records appear in the Event Checks screen list. In each package event check record, the Package Event Check check box is selected. Meeting package elements, if any, are displayed on the Meeting Packages and Meeting Functions views. Nonfunction line items, if any, are displayed on the Non Function Line Items view.

For trial event checks generated with the Trial Check button, the Status fields of the event check records are set to Trial. For event checks generated with the Open Check and Open Day buttons, the Status fields of the event check records are set to Open. The Post Date fields remain blank. The event check line items show all the applicable taxes and service charges.

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