Bookshelf v7.8: Administrator Setup Tasks

Table 4 lists and describes the administrative setup tasks that are specific to Siebel Hospitality and the tasks that may differ from those of other Siebel Business Applications. The table also directs you to documentation that provides information about each task.

Before setting up Siebel Hospitality, you must perform general Siebel application setup procedures, such as adding employees, assigning positions and responsibilities, setting visibility rules, and so on. For more information about the user authentication environment and how visibility works, see Security Guide for Siebel Business Applications.

Table 4. Administrative Setup Tasks
Administrative Task	Description	For More Information
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