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Siebel Hospitality Guide
What's New in This Release
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Overview of Siebel Hospitality
About Siebel Hospitality
Business Purposes of Screens in Siebel Hospitality
Viewing Information on the Hospitality Home Page (End User)
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Getting Started with Siebel Hospitality
Administrator Setup Tasks
Hospitality Workflow Processes
Verifying Hospitality Workflows Are Active
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Setting Up Properties
About Hospitality Properties
Process of Setting Up Properties
Defining Airports and Booking Centers
Creating Addresses for Properties
Setting Up Guest Conveniences
Adding Property Records
Setting Up Nonparticipating Properties
Defining Property Facilities and Room Service Attributes
Defining Property Day Parts
Updating the Property Team
Defining the Property's Neighborhood Characteristics
Defining the Property Profile
Defining Property Policies
Adding Property Floor Plans
Creating Sell Notes for a Property
Setting Up Special Dates for a Property
Viewing the Property Calendar
Setting Up Property Clusters
Creating the Property Cluster
Assigning Clusters to a User
Using Cluster Visibility
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Setting Up Function Spaces, Sleeping Rooms, and Suites
Function Spaces, Sleeping Rooms, and Suites Administration
Process of Setting Up Function Spaces, Sleeping Rooms, and Suites
Creating Indivisible Specific Space
Creating Configured Specific Space
Creating Function Space Categories for a Property
Marking a Specific Space as Requiring Backup
Associating a Specific Space with Function Space Categories
Configuring the Do Not Move Flag
Defining Setup Style LOVs
Creating Property-Specific Setup Styles and Associating Packages
Associating Setup Styles with Function Space Categories
Optimizing Setup Styles for Specific Spaces
Creating Sleeping Rooms
User Scenarios for Mapping Sleeping Rooms
Process of Setting Up Suites
Setting Up Indivisible and Configured Specific Space Suites
Setting Up the Suite Category and Assigning Suite-Specific Spaces
Associating Setup Styles with Suites
Setting Up Suite Administration
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Setting Up Products and Assets
Product Administration in Hospitality
Process of Setting Up Products and Assets
Creating Hospitality Revenue Categories and Revenue Subcategories
Simple and Complex Products in Hospitality
Creating Simple Products for Hospitality Events
Creating Complex Products for Hospitality Events
Preparing a Simple Product Base for a Complex Product
Creating a Complex Product for Hospitality Events
Adding Catalog Visibility to Products
Creating the Product Catalog
Creating a Product Category
Adding Products to Catalogs and Categories
Adding Access Groups to Catalogs and Categories
Forecasting Product Consumption
Creating Generic Catering Products
Creating Generic Room Blocks
Creating Property-Specific Products
Mapping a Generic Catering Product to a Property-Specific Product
Mapping Generic Room Blocks to Property-Specific Room Types
Creating Hospitality Assets
Managing Function Spaces, Sleeping Rooms, and Categories as Products
Navigating to the Product Administration Screen from the Property Administration Screen
Adding Product Attributes to Function Spaces, Categories, and Sleeping Rooms
Creating Function Space Product Features for the Opportunity Screen's Function Agenda
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Setting Up Property-Specific Menus and Packages
About Menus and Packages Administration
Process of Setting Up Menus and Packages
Associating a Default Catalog Category With a Property
Creating Property-Specific Products
Adding Products to a Property
Associating Prices With a Property-Specific Product
Creating Assets for Property-Specific Products
Creating Property-Specific Menus
Adding Menus to a Property
Adding Items to a Property-Specific Menu
Associating Prices With a Property-Specific Menu
Creating Property-Specific Packages
Adding Packages to a Property
Adding Items to a Property-Specific Package
Associating Prices With a Property-Specific Package
Sharing Property-Specific Products With Other Properties
Ongoing Tasks for Setting Up Menus and Packages
Assigning Property-Specific Products to Catalog Categories
Creating Pricing Intervals for a Property-Specific Product
Viewing Property Price Lists
Revenue Allocations for Menus and Packages
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Setting Up Inventory Controls
Process of Setting Up Inventory Controls
Viewing Inventory Controls and Visibility
Defining Function Space and Suite Inventory Controls
Information Display Options in the Valid Authorization Levels List
Querying Function Space Inventory Controls
Editing Function Space Inventory Controls
Defining Sleeping Room Inventory Controls
Information Display Options in the Total Group Availability List
Editing Sleeping Room Inventory Controls
Querying Sleeping Room Inventory Controls
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Defining Day Parts, Status Indicators, and Setup Style Translations
Function Space Administration
Process of Defining Day Parts, Status Indicators, and Setup Style Translations
Setting Up Property Day Parts
Defining Function Space and Asset Inventory Status Indicators
Defining Turntime and Time Interval Information for Function Space Display
Defining Active and Backup Information
Defining Function Inventory and Asset Inventory Status Display Colors
Setting Up Function Space Setup Style Translations
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Setting Up Charge Codes, Taxes, and Service Charges
Hospitality Charge Codes, Taxes, and Service Charges
Process of Setting Up Charge Codes, Taxes, and Service Charges
Revenue Category Administration
Associating Revenue Categories with Products
Service Charge Administration
Creating a Service Charge
Associating a Service Charge with a Property
Tax Code Administration
Creating a Tax Code
Associating a Tax Code with a Property
Associating Tax Codes with Service Charges
Charge Code Administration
Defining Charge Codes
Associating Charge Codes with Tax Codes
Associating Charge Codes with Service Charges
Reviewing Charge Codes Associated with a Revenue Category
Reviewing Property-Specific Taxes and Service Charges
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Setting Up Pricing and Property Pricing
Process of Setting Up Pricing and Property Pricing
Pricing and Property Pricing
Setting Up Price Lists
Property Pricing Administration
About the Property Pricing Profile
Creating a Property Pricing Profile
Defining Weekend Prices
Defining a Profit Series and Percentages
Defining Future Date Adjustments
Setting Up Special Dates
Function Space Pricing Administration
Setting Up Pricing Day Parts
Defining Function Space Pricing Rules
Setting Up Average Values and Function Types
Marking Function Spaces as Unavailable or Out Of Order
Using the Function Space Calendar
Sleeping Room Pricing Administration
Setting Up Rates for Sleeping Rooms
Defining Government Sleeping Room Pricing Rules
Using the Sleeping Room Calendar
Setting Up Pricing Controls for Function Spaces, Catering Products, and Sleeping Rooms
Discount Pricing Administration
Setting Up Full Day Discounts for Function Spaces
Setting Up Property Day Parts
Defining Full Day Discounts
Setting Up Volume Discounts
Creating Volume Discounts
Adding Volume Discount Line Items
Associating Volume Discounts with a Property
Creating Aggregate Volume Discounts for Sleeping Rooms and Suites
Setting Up a Matrix Series
Creating a Matrix Series
Defining an Account Matrix Discount
Defining a Segment Matrix Discount
Updating All Adjustment Amounts of a Series Record
Suite Pricing Administration
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Defining Event Templates
About Event Templates
Process of Creating Event Templates
Creating a Generic Event Template
Creating a Property Specific Event Template
Adding a Function Agenda and Line Items
Adding Room Block Information
Adding Room Blocks and Line Items
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Post Event and Resume Templates
About Post Event and Resume Templates
Creating Post Event and Resume Templates
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Managing Hospitality Accounts and Contacts
About Hospitality Accounts and Contacts
Scenario for Managing Accounts and Contacts
Process of Managing Hospitality Accounts and Contacts
Managing the Account Travel Profile
Creating a Travel Account Profile
Adding a Travel Control Assessment
Creating Account Event Templates
Viewing Account Transactions
Tracking Intermediary Accounts
Creating an Account Business Plan
Managing a Contact's Travel Profile
Creating Contact Event Templates
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Capturing Hospitality Opportunities
Scenario for Capturing Hospitality Opportunities
Process of Capturing Hospitality Opportunities
Creating Hospitality Event Opportunities
Adding a Function Agenda and Line Items to an Event Opportunity
Adding a Function Agenda to an Event Opportunity
Adding Function Agenda Line Items to an Event Opportunity
Using Function Agenda Buttons When Defining an Opportunity Function
Adding Room Block Information to an Event Opportunity
Using Rapid Room Block
Adding Room Block Information
Adding Room Blocks to an Opportunity
Adding Room Block Line Items to an Opportunity
Copying Room Block Line Items
Selecting Properties for the Event Opportunity
Using the Property Locator
Using the Property Screen
Adding a Property to an Opportunity
Applying an Event Template to an Opportunity
Adding Details to the Event Opportunity
Modifying the Opportunity Arrival Date
Adding Activities to an Event Opportunity
Adding Attachments to an Event Opportunity
Adding Notes to an Event Opportunity
Adding General Billing Information to an Event Opportunity
Adding Macro Estimates to an Opportunity
Adding an Assessment to the Event Opportunity
Using Quick Opportunity Capture
About Host-Affiliate Relationships
Creating the Host Opportunity
Associating Affiliate Accounts with the Host Opportunity
Creating the Affiliate Opportunity
Using the Opportunity Explorer
Using Opportunity Charts
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Managing Recurring Events
About Recurring Events
Process of Creating Recurring Events
Creating Recurring Events
Creating the Recurring Opportunity
Creating Subopportunities
Setting the Recurrence Details
Generating Quotes for Recurring Events
Generating Subopportunity Quotes
Compiling Aggregate Quotes
Compiling What-If Aggregate Quotes
Completing an Aggregate Quote Evaluation
Performing a Price Override for Room Blocks Associated with an Aggregate Quote
Changing the Projected Property
Submitting an Aggregate Quote for Evaluation
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Managing Property-Specific Event Quotes
About Property-Specific Quotes
Asynchronous Generation of Multiple Quotes
Scenario for Managing Property-Specific Event Quotes
Process of Managing Property-Specific Event Quotes
Generating an Event Quote
Generating Quotes from Opportunities
Generating Quotes from Recurring Events
Generating Quotes from Host-Affiliate Opportunities
Generating Host Quotes
Generating Affiliate Quotes
Modifying an Event Quote
Changing the Event and Sales Manager for a Quote
Overriding Multiple Event Quotes
Applying a Property-Specific Event Template to a Quote
Adding Details to an Event Quote
Modifying the Arrival Date in an Event Quote
Adding Quote Notes
Creating Quote Activities
Creating Attachments for a Quote
Capturing Billing Information for a Quote
Capturing Booking Fee Information
Capturing Credit Requests for an Event Quote
Managing Functions Associated with Quotes
Adding Functions and Function Line Items to a Quote
Adding Resource Cluster Line Items
Validating Functions and Function Line Items
Preventing Functions from Being Moved
Changing Selected Function Spaces with Product Features
Managing Quote Functions from the Function Screen
Managing Event Room Block Information in Quotes
Updating Room Block Information for a Quote
Updating Room Blocks and Line Items for a Quote
Updating Negotiation Rates for a Quote
Reviewing the Room Block Summary
Time Shifts for Function Spaces and Sleeping Room Blocks
Reviewing Quote Details
Reviewing Quote Summary Information
Reviewing the Quote Summary Revenue Thresholds List
Reviewing Quote Summary Negotiation Rates List
Reviewing Quote Summary Functions List and Function Line Items List
Reviewing Quote Summary Room Blocks List and Room Block Line Items List
Reviewing Quote Discounts
Applying Discount Percentages to Quotes, Functions, Room Blocks, and Line Items
Manually Applying a Negotiated or Discount Price to Line Items
Reviewing Function Discounts
Reviewing Room Block Discounts
Reviewing the Pricing Waterfall for Function Spaces and Sleeping Rooms
Reviewing the Total Discount for a Quote
Reviewing Revenue Estimates for Quote Functions
Reviewing Parent Revenue Category Revenue Estimates
Changing Revenue Category Estimates
Reviewing Macro Estimates for Quotes
Viewing the Quote Event Calendar
Using Quote, Function, and Room Block Charts
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Working with Inventory
Process of Working with Event Inventory
Management of Function Characteristics at the Opportunity Stage
Management of Room Block Characteristics at the Opportunity Stage
Management of Property Characteristics at the Opportunity Stage
Quote Generation Processes
Function Space Reservation
Management of Functions at the Quote Stage
Using Reserve and Next Fit to Hold Function Space
Optioning Function Space
Overbooking Function Space
Canceling a Function
Using the Function Space Inventory Buttons on Backup Spaces
Copying a Function
Understanding Function Status Values
Assigning a Function to a Specific Space
Detailing a Function
Suite Booking for Functions
Inconsistent Setup Styles and Function Space
Unit of Measure Conversions for Function Space Area
Flagging a Function for Spacious Set
Management of Functions That Require Backup Space
Identifying Function Spaces That Require Backup Spaces
Adding Backup Spaces to a Function
Understanding Booking Types for Function Spaces
Switching to the Backup Space
Management of Room Blocks at the Quote Stage
Reserving and Overbooking Room Blocks
Copying Room Blocks
Parceling Room Block Inventory from One Room Block to Another
Using the Room Block Inventory Buttons
Canceling Room Blocks
Booking Suite Categories
Booking Specific Suites
Canceling a Suite Category
Scheduling a Function in a Specific Suite
Background Processes at the Quote Level
Changing Attributes Critical to Inventory Reservation
Inventory Critical Fields at the Function Level
Inventory Critical Fields at the Room Block Level
Inventory Critical Fields at the Quote Level
Actualizing a Function
Out of Order and Unavailable
Time Shifting Event Functions and Room Blocks
Time Shifting Event Functions and Room Blocks
Reviewing Time Shift Information at the Quote Level
Event Shifting at the Quote Level
Checking Inventory Availability Using Property Screen Views
Reviewing Total Group Availability
Reviewing Sleeping Room Type Availability
Reviewing Total, Group, and Transient Availability
Reviewing Group Projected and Blocked Availability
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Booking Hospitality Assets
About Hospitality Assets
Automatic Reservation of Critical Assets
AutoBook and Noncritical Assets
Double-Booking and Rerenting Using the Availability Gantt Chart View
Cluster Booking of Assets
Scenario for Booking Hospitality Assets
Process of Booking Hospitality Assets
Defining the Asset Inventory Status Display Color Scheme
Booking Critical and Noncritical Assets
Launching Cluster Booking of Assets
Viewing Assets Associated with a Product
Viewing Asset Availability and Booking Information
Locating the Owner of the Booked Asset
Locating a Comparable Substitute for a Booked Asset
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Managing Property-Specific Menus and Packages
About Managing Menus and Packages
Process of Managing Menus and Packages
Accessing Quote and Order Functions
Adding Menu and Package Line Items to a Function
Adding Menu and Package Line Items to Event Checks
Editing Function Menus, Packages, and Line Items
Adding Products to a Menu or Package
Creating a Custom Menu or Package for a Function
Automatically Calculating System Allocations for Packages
Displaying Menu or Package Revenue Estimates
Substituting Products in a Menu or Package
Looking Up How Many Times a Menu Was Sold
Revenue Estimate Examples for Menus and Packages
Menu and Package Types Reference
Package Per Person Reference
Package Item Price Reference
Package Each Reference
Menu Per Person, Set Price Reference
Menu Per Person, Split Price Reference
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Managing Nonparticipating Properties
About Nonparticipating Properties
Process of Managing Nonparticipating Properties
Setting Up Nonparticipating Properties
Opportunities for Nonparticipating Properties Development Process
Generating Quotes for Nonparticipating Properties
Sending a Quote Summary to the NPP
Sending a Quote Evaluation to the NPP
Quotes Associated with Nonparticipating Properties Finalization Process
About Orders and Nonparticipating Properties
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Using the Function Space Diary
Process of Using the Function Space Diary
Function Space Diary Overview
Visibility Rules and the Function Space Diary
Function Space Diary Views
Function Space Diary View Elements
Viewing Function and Booking Details in the Function Space Diary
Icons in the Function Space Diary
Color Coding in the Function Space Diary
Using the Information Display Controls in the Function Space Diary
Storing User Preferences for the Function Space Diary
Using Drag and Drop Operations in the Function Space Diary
Viewing Floor Plans in the Function Space Diary
Changing Bookings in the Function Space Diary
Assigning Category Bookings
Deleting Out of Order and Unavailable Designations
Changing Booking Inventory Statuses
Querying the Function Space Diary
Querying for Bookings and Functions
Querying for Function Spaces
Querying for a Combination of Bookings and Function Spaces
Clearing Query Parameters from the Diary Views
Navigating to the Function Space Diary
Navigating from the Function Space Diary
Printing from the Function Space Diary
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Working with Quote and Order Pricing
About Quote and Order Pricing
Function Space Pricing
Function Space Room Rentals
Profit and Revenue Thresholds
Function Line Item and Revenue Data Repricing
Sleeping Room Pricing
Pricing and Room Occupancy
Complimentary Room Pricing
Weekday and Weekend Pricing
Calculating Weighted Average Room Rates
Pricing and the Negotiation Floor
Minimum and Maximum Price
Suite Pricing
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Revenue Management
Hospitality Revenue Management
Scenario for Revenue Management
Process of Revenue Management
Completing the Revenue Evaluation Form
Submitting a Quote for Revenue Evaluation
Evaluating the Event Quote
About Quote Evaluation Responses
Specifying Evaluation Activities
Creating an Evaluation Response
Revenue Manager Approval of a Quote with a Negative Profit Variance
Viewing the Quote Evaluation Response
Updating and Reducing the Negotiation Floor Rate
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Finalizing a Quote, Turnover, and Confirming Event Details
Scenario for Finalizing a Quote, Turnover, and Confirming Event Details
Process of Finalizing a Quote and Managing Turnover
Generating an Agreement for the Quote
Setting an Event Quote Status to Definite
Completing and Submitting the Event Turnover Checklist
Reviewing and Accepting or Rejecting the Turnover
Gathering and Confirming Event Details
Confirming Sleeping Room Details
Confirming Function Space Details
Gathering and Confirming Function Details
Gathering and Confirming Additional Requirements for the Event
Event Change Management
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Generating and Managing Event Orders
About Event Order Generation
Scenario for Generating and Managing Event Orders
Process of Generating and Managing Event Orders
Generating Primary Event Orders
Creating Function Orders
Changing the Primary Event Order Associated with a Function
Associating Event Orders with a Function Line Item
Creating Functions from the Orders Screen
Viewing All Line Items for an Order
Adding Notes to an Event Order
Adding Attachments to an Event Order
Viewing the Total Discount for an Order
Order Visibility
Viewing Orders Associated with a Quote
Viewing the Event Check Associated with an Order
Viewing the BEO Specifications for an Order
Viewing the Line Item Audit Trail for an Order
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Generating Event Checks
About Event Checks
Scenario for Generating Event Checks
Process of Generating Event Checks
Generating a Trial Check for an Event
Updating Event Orders
Generating an Event Check
Adding Line Items to an Event Check
Viewing Billable and Nonbillable Event Check Line Items
Posting Event Checks
Guest and Accounting Event Check Rules and Review
Calculation Rules for Generating and Displaying Event Checks
Reviewing Event Checks
Voiding an Event Check
Event Check Reports and Printouts
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Creating Hospitality Reports
Process of Administering Hospitality Reports
Configuring Reports
Configuring BEO and SOE Report Headers
Adding Report Logos to Properties
Configuring Banquet Revenue Summary Report Headers
About the Banquet Event Order (BEO) Report
Process of Generating Hospitality Reports
Reviewing and Adding Specifications for the BEO Report
Generating and Printing a BEO Report
BEO Report Fields
About the Schedule of Events (SOE) Report
Validating the Print Line in SOE Flag
Generating and Printing an SOE Report
About the Banquet Revenue Summary Report
Generating and Printing a Banquet Revenue Summary Report
Banquet Revenue Summary Report Fields
About the Quote Summary Report
Generating and Printing the Quote Summary Report
About the Guest Event Check Report
Generating and Printing the Guest Event Check Report
About the Accounting Event Check Report
Generating and Printing the Accounting Event Check Report
About the Function Space Products Report
Generating and Printing a Function Space Products Report
Function Space Product Report Fields
About the Function Space Setup Style Report
Generating and Printing a Function Space Setup Style Report
Function Space Setup Style Report Fields
About the Diary Report
Generating and Printing a Diary Report
Diary Report Fields
About the FSI New Bookings Report
Generating and Printing an FSI New Bookings Report
FSI New Bookings Report Fields
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