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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 Siebel Security Guide.

Table 4. Administrative Setup Tasks
Administrative Task
For More Information

Workflow Process activation

SHM Workflow business processes must be active for quotes and invoice creation.

Hospitality Workflow Processes

Siebel Business Process Framework: Workflow 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.

Siebel 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

Siebel 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

Siebel 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.

Siebel Applications Administration Guide

Set Up Proposal Generator

The proposal generator automatically creates agreement proposals from selected quotes.

Siebel Applications Administration Guide

Set Up Turnover Template

Use the Sales Assessment Template view to create a template for turnover tasks.

Siebel Applications Administration Guide

Set Up Report Headers

Create customized headers to be used with Hospitality reports.

Configuring Reports

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