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Generating an Event Check


Operations managers and event managers can generate an Event Check for an individual event order record, or all orders that occur on a specified day. When an Event Check is opened, the status of the event order is set to Event Check, an event check header is created, and the Event Check # field is populated with a unique identifier.

The Event Check # includes a link to the Event Checks screen, which provides more detail on the generated event check. Only one event check can be opened for each order record; subsequent attempts to open an event check result in an error message.

This task is a step in Process of Generating Event Checks.

To generate an event check for an individual order

  1. Navigate to the Orders screen > Event Order view.
  2. In the Event Orders list, query for the order.
  3. Select the order and click Open Check.

    The Event Check# field is populated and the Status field is updated to Event Check.

To generate an event check for all orders in a day

  1. Navigate to the Orders screen > Event Order view.
  2. In the Event Orders list, query for all order records that occur on a specific date.
  3. Click Open Day.

    A dialog box appears that shows the current date.

  4. Change the date to the desired date, and then click Open Checks.

    An Event Check is opened for each order record in the list.

  5. In the Event Orders list, select each order record for that specified date, and make sure each order has an event check associated with it.

    If there are no orders on the specified date, the following message appears:

    No matching records exist

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