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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
Process of Setting Up Properties
Defining Airports and Booking Centers
Creating Addresses for Properties
Adding Property Records
Defining Property Facilities and Room Service Attributes
Defining Property Day Parts
Updating the Property Team
Creating Sell Notes for a Property
Setting Up Special Dates for a Property
Viewing the Special Dates Calendar
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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 Specific Space of Type Indivisible
Creating Specific Space of Type Configured
Creating Function Space Categories for Property
Associating Specific Space to Function Space Categories
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
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 Product Categories
Creating Hospitality Product 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
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 Block to Property-Specific Room Types
Creating Hospitality Assets
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Setting Up Inventory Controls
Process of Setting Up Inventory Controls
Defining Function Space Inventory Controls
Defining Sleeping Room Inventory Controls
Defining Suite Inventory Controls
Defining Out-of-Order and Unavailable Function Space at a Property
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Defining Day Parts, Status Indicators and Translations
Function Space Administration
Process of Defining Day Parts, Status Indicators, and Translations
Setting Up Property Day Parts
Defining Function Space and Asset Inventory Status Indicators
Setting Up Function Space 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
Category Administration
Associating 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 to 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 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
Creating a Property Pricing Profile
Sleeping Room Pricing Administration
Setting Up Rates for Different Sleeping Rooms
Defining Government Sleeping Room Pricing Types and Rates
Setting Up the Negotiation Floor Rate and Exceptions
Defining Weekend Prices
Function Space Pricing Administration
Setting Up Pricing Day Parts
Defining Function Space Pricing Types and Rental Fees
Defining a Profit Series and Percentages
Defining Function Space Threshold Pricing
Setting Up Average Values and Function Types
Costing and Profitability Administration
Setting Up Sleeping Room Costing Data
Setting Up Profit Series for Categories
Setting Up Profit Thresholds
Discount Pricing Administration
Price Lists and Catering Products
Setting Up Arrival Date Adjustments for Product Pricing
Setting Up Account and Segment Discounts
Suite Pricing Administration
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Capturing Hospitality Opportunities
Scenario for Capturing Hospitality Opportunities
Process of Capturing Hospitality Opportunities
Profiling the Event Customer Account
Creating Hospitality Event Opportunities
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 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
Adding General Billing Information to an Event Opportunity
Selecting Properties for the Event Opportunity
Using Quick Opportunity Capture
Adding an Assessment to the Event Opportunity
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Managing Property-Specific Event Quotes
About Property-Specific Quotes
Scenario for Managing Property-Specific Event Quotes
Process of Managing Property-Specific Event Quotes
Generating an Event Quote
Modifying an Event Quote
Overriding Multiple Event Quotes
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
Managing Quote Functions from the Function Screen
Managing Event Room Block Information in Quotes
Time Shifts for Function Spaces and Sleeping Room Blocks
Reviewing Quote Details and Revenue Estimates
Reviewing Quote Summary Information
Reviewing Revenue Estimates for Quote Functions
Reviewing Average Room Block Rates
Reviewing All Room Block Line Items
Reviewing All Category Line Items
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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
Copying a Function
Understanding Function Status Values
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 Room Blocks at the Quote Stage
Reserving and Overbooking Room Blocks
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
Event Shifting at the Quote Level
Checking Inventory Availability Using Property Screen Views
Reviewing Total Group Availability
Reviewing SR Type Availability
Reviewing Transient, Group, and Total Availability
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Booking Hospitality Assets
Process of Booking Hospitality Assets
About Hospitality Assets
Defining the Asset Inventory Status Display Color Scheme
Booking Critical and Non-Critical 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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Using the Function Space Diary
Process of Using the FSI Diary
Function Space Diary Overview
Function Space Diary Screen Elements
Function Details in the Function Space Diary
Information Display Options in the Function Space Diary
Drag-and-Drop Operations in the Function Space Diary
Expand All and Collapse All Methods in the Function Space Diary
Booking Conversion and the Function Space Diary
Function Space Diary Revenue Management View
Function Space Diary and Total Sleeping Room Availability
Navigating to 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
Responding to a Quote Evaluation
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 (Event Manager)
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 and Managing Event Orders Associated with a Function
Creating Event Orders Associated with a Function
Changing the Primary Event Order Associated with a Function
Associating Event Orders to a Function Line Item
Creating Functions from the Orders Screen
Synchronization of Functions and Function Line Items
Adding Notes to an Event Order
Adding Attachments to an Event Order
Viewing Event Orders and Visibility
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Generating Event Checks
About Event Checks
Scenario for Generating Event Checks
Process of Generating Event Checks
Updating Event Orders
Freezing Orders Before Event Checks
Revising the Order After the Event
Generating an Event Check
Generating a Trial Check for an Event
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 Generating Hospitality Reports
About Banquet Event Order (BEO) Reports
Generating and Printing a BEO Report
About Schedule of Events (SOE) Reports
Validating the Print Line in SOE Flag
Generating and Printing the SOE Report
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 an Accounting Event Check Report
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