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Pro Forma Event Check Report

This topic describes the Pro Forma Event Check Report for Siebel Hospitality.

About the Pro Forma Event Check Report

An event check is an invoice for an event. A pro forma event check is a summarized invoice to a customer for all the event check items in a quote. A pro forma event check can include one or multiple event checks, but is associated with only one quote. For more information about event checks, see Generating Event Checks.

The Pro Forma Event Check Report is a summarized invoice of all the items of a quote that are on event checks. For example, if a quote has ten functions and only seven of those functions are on event checks, then only those seven functions appear in the Pro Forma Event Check Report for that quote. The Pro Forma Event Check Report displays all the billable line items on a quote that are on event checks, along with associated service charges and taxes. Event Managers, Operations teams, and Accounting teams can run this report multiple times during each shift on each business day.

Siebel Hospitality can display and print several event check report views, as follows:

• Guest view. This is the Guest Event Check report. This report shows the charges that are relevant to the guest. This report lists the customer charges for all applicable items. For more information, see Guest Event Check Report.
• Guest summary. This is the Pro Forma Event Check report. This report shows the charges that are relevant to the guest. This report lists the items for all event checks associated with a specific quote.
• Accounting View. This is the Accounting Event Check report. This report shows all line items broken down and categorized so all revenues can be tracked against the proper revenue buckets. This report is used internally and not shared with the guest, because every line item is broken down and guests rarely need this level of detail. For more information, see Accounting Event Check Report.

If a meeting package exists on the associated quote, then this report includes a Meeting Package section and an Accommodation section. The Meeting Package section displays the meeting package prices. In sections other than the Meeting Package section, if a line item is part of a meeting package, then the line item displays Included instead of a price. If all line items in a section are Included, then the Subtotal value for that section is 0. If all line items in a section are not Included, then the Subtotal value for that section is the sum of the itemized prices.

The Pro Forma Event Check Report is available in views of the Event Checks screen.

Fields in the Pro Forma Event Check Report

Some fields in the Pro Forma Event Check Report are listed in Table 137.