Table 5. Administrative Setup Tasks
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Workflow process activation |
Set up Siebel Hospitality-specific workflows to process data and run some application behaviors. |
Process of Setting Up Hospitality Workflows Siebel Business Process Framework: Workflow Guide |
State model activation |
Activate the TNT Event Check Status state model by defining activation and expiration dates that span a current and future time period. |
Activating the TNT Event Check Status State Model |
Assignment Manager setup |
Set up Assignment Manager to automate the assignment of event-related activities to a person or team, as defined by 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 |
Opportunity quotes administration |
Set parameters to control behaviors of quotes generated from an opportunity. |
Process of Configuring Opportunities and Quotes |
View dates configuration |
Control the date synchronization behavior of certain views that display two or more date ranges. |
Disabling Date Synchronization |
Property administration |
Set up property records and property characteristics. |
Setting Up Properties |
Function space, sleeping room, and suite administration |
Create function space records, sleeping room records, suite records, and property-specific setup styles. |
Setting Up Function Spaces, Sleeping Rooms, and Suites |
Product line 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 |
Menus and packages administration |
Set up menus and packages as property-specific complex products. |
Setting Up Property-Specific Menus and Packages |
Inventory control administration |
Set up function space, sleeping room, and suite inventory controls. |
Setting Up Inventory Controls |
Function space administration |
Set up day parts, status indicators, and translations for a property. |
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 a property. |
Setting Up Charge Codes, Taxes, and Service Charges Siebel Pricing Administration Guide |
Product and property pricing administration |
Create price lists 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 |
Meeting package setup |
Create and maintain complete meeting packages and their associated components as generic objects. |
Setting Up Meeting Packages |
Event template setup |
Create opportunity and quote event templates for event types that occur regularly. |
Defining Event Templates |
Contact and account creation |
Define Hospitality accounts and contacts. |
Siebel Applications Administration Guide |
Proposal Generator setup |
The proposal generator automatically creates agreement proposals from selected quotes. |
Siebel Applications Administration Guide |
Function Space Diary setup |
Perform setup and configuration tasks for the Function Space Diary. |
Process of Configuring the Function Space Diary |
Turnover template setup |
Use the Sales Assessment Template view to create a template for turnover tasks. |
Siebel Applications Administration Guide |
Reports setup |
Configure headers, logos, and fields for Hospitality reports. Set up report text for taxes and service charges. |
Roadmap for Administering Hospitality Reports Siebel Reports Administration Guide |
