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Siebel eHospitality Guide > Using Siebel eHospitality After Events > Processing Event Checks >

Creating Trial Checks

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The following procedure describes how to calculate charges for goods and services supplied by creating an Invoice with a status of Trial, called a trial check. The trial check can be used to review charges for completeness and accuracy before actually invoicing the event customer.

To create a trial check

Navigate to the Events screen.
Select the event for which you want to create a trial check.
Click the Orders view tab to display the orders associated with the selected event.
Click the Order # hyperlink for the order for which you want to create a trial check.

An Orders list and Functions list appear.

In the Orders list, click Trial Check to display an Event Invoice form and a Line Items (Guest) list.
Click one of the following view tabs, to indicate the trial invoice type you want to generate:
Line Items (Guest) view tab. Used to create a trial invoice of the type that eventually will be sent to the event customer.
Line Items (Accounting) view tab. Used to create a trial invoice for use within your organization.
From the View menu, select Reports to display the Event Invoice dialog box.
In the Select a Report drop-down menu, select Invoice - Guest or Invoice - Accounting, depending on your choice in Step 6.
Click Run Now.

The trial check is displayed in a separate Siebel Reports Viewer window.

If inaccuracies are found in the trial check, the instructions in To modify line items to reflect actual goods and services supplied describe how to correct any faulty data.

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