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SFA Production Change Report (REP_SFA_PROD.REP with REP_SFA_PROD.FMX)
This production report is based on the property Sales Manager Production report, but has been specifically modeled to take all recent SFA and lead changes into account. It can also be printed for leads ONLY, if this is required. Like the property based production reports, this report provides the option to select a credit status. This means that bookings can be accounted for in the selected credit status even if they have moved on to another status in the same production period.
Stay Date (From/To). This defines the stay date range that should be covered in this report. If the Stay Date From is 01/01/2004 and the arrival Stay Date To is 12/31/2004, and a booking exists that arrives on 03/27/2003 through 01/15/2004 only those room nights and revenues that pertain to the stay dates of this booking in January 2004 (1st to 15th) will be included in this report.
Production Date (From/To). Defines the date range for which booking changes should be recorded. Each change that is done to a booking status, or booking room nights and revenue, is recorded in a specific production change log. The Production Date Range filter will scan the entries in this production change log to search for any booking changes that fall under the other criteria that have been selected on the filter form. By the nature of this date range filter, only dates in the past are valid entries, as there cannot be any entries in the booking change log after the current business date. For example, a booking that gets created with a status of TEN in April 2003 with Stay Dates in October 2003 can turn to status DEF in June 2003. In the above scenario there would be two entries in the change log for this booking, one for the creation of the booking with a status of TEN in production period April 2003 and one for the status change to DEF in June 2003.
Credit Status. Defines the status code that a booking should be recorded on in any case, regardless of whether the booking is still on that status at the end of the production period or has moved on. Typically this would be the status before ACTUAL (e.g., definite).
Source. Select one or more lead source codes to filter this report by.
Market Segm. Use this filter to select bookings in a particular market segment, for example, nationwide or corporate local.
New Statuses Only. When checked, only those bookings will be reported that have had a status change occurring in the selected production period. Bookings that only underwent room night or revenue changes will be omitted.
Leads Only. When checked only leads, and bookings that were converted from leads, will be included in the report.
Sort Order. The possible options for the sort order of this report include: Property, Status, Arrival Date, Sales Manager, Catering Manager, BB Name, Account Name, and Market Segment.
Summary By. Determines how the summaries for this report will print, possible options for this report are: Property+Sales Manager (Property first then by Sales Manager), or Sales Manager+Property (Sales Manager first then by Property).
Page Break. Will insert a page break after each summary; either property or sales manager.
Property. Select one or more properties for which to print lead changes for on this report.
Account Name. Only print report for bookings that are linked to the selected accounts.
Business Block Name. Only include the selected bookings in the report.
Business Block Status. Use this option to select bookings by their current status.
Sales Manager. Select one or more rooms owners.
Lead Status. Select one or more Lead Statuses; options include CFL (confirmed lead), LSL (lost lead) or PEL (pending lead).
Lead Reply Status. Select one or more Lead Reply Statuses; options include ACL (accept lead) or TDL (turn down lead).
Currency. Select the currency in which the revenues on this report should be calculated.
The report is sorted and grouped as defined on the filter form. Each group, whether the report is summarized by Property or by Sales Manager displays the following information: Property Name, Account Name/Business Block Name, Business Block Owner/Business Block ID, Status/Change Date, Lead Status/Lead Reply Status, Arrival/Departure Dates, Roomnights/Change, Average Rate/Change, Rooms Revenue/Change.
At the end of each grouping, a total line displays the number of leads and bookings with changes for each property along with the status. The last page of this report displays a table containing the lead / booking changes totals by sales manager for each property. This table will include the following data: Sales Manager/Property/Status, Roomnights Change, Rooms Revenue Change, Average Rate Change and Total Number of Bookings. The currency figures displayed reflect the currency selected in the Currency LOV.
