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Generating a Trial Check for an Event


A Trial Check can be generated only after an Event Check is opened. When a Trial Check is generated, an Event Check total is calculated for the selected event order that includes taxes and service charges.

The detailed Event Check record appears in the Event Check screen list. The status of the Event Check record is set to Trial, and the Post Date field remains blank until the Event Check is posted.

The Event Check line items show all the applicable taxes and service charges. The line items should display the same name, quantity, and unit price as the order's line items.

A trial check can be generated many times before and after the event occurs; however, the process can occur only after an event check is opened and before the event check is posted. Generating a Trial Check allows the operations manager to review and update order details before the final Event Check is posted.

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

To generate a trial event check

  1. Navigate to the Orders screen > Event Order view.
  2. In the Event Orders list, query for the event order.
  3. In the Event form, click Trial Check.

    The Event Checks screen's Line Items (Guest) view appears.

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