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Siebel Hospitality Guide > Associating Historical and Future Data with Hospitality Opportunities > Process of Managing Histories and Futures Data > Entering Historical Data in the Histories Screen (User)The Histories screen lists historical opportunities, quotes associated with a selected opportunity, and functions and room blocks associated with a selected quote. You can enter all this information to create a collection of historical data with which to associate current opportunities. Historical opportunities are made to appear in this screen in the following ways:
NOTE: You can enter only historical opportunities in the Histories screen. You cannot enter future opportunities. For information about entering future opportunities for the Histories and Futures functionality, see Associating Historical and Future Opportunities with a Present Opportunity (User). To manually enter a new historical opportunity, the quotes associated with the opportunity, and the functions and room blocks associated with the quotes, follow the procedures in this topic. Entering Historical Opportunities ManuallyTo manually enter a historical opportunity, follow this procedure. This task is a step in Process of Managing Histories and Futures Data. To enter a historical opportunity manually
About Locking, Unlocking, and Deleting Historical OpportunitiesWhen the Locked field of a historical opportunity record is selected, the record is locked, becoming inactive and read only. In a record that was automatically created in this view when a quote changed to Definite, Locked is automatically selected. When a historical opportunity record is locked, it remains visible to users. However, only the creator of that record can unlock and edit it. If record was created in the Histories view, only the user who created the record in the Histories view can lock the record, or unlock and edit it. Additionally, depending on the business model of your company, the ability to lock and unlock records might be limited to users with specific permissions or responsibilities. When a historical opportunity record is locked, only the system administrator can delete the record. Entering Historical Quotes ManuallyTo manually enter a quote associated with a historical opportunity, follow this procedure. This task is a step in Process of Managing Histories and Futures Data. To enter a historical quote manually
Entering Historical Functions ManuallyTo manually enter a function associated with a historical quote, follow this procedure. This task is a step in Process of Managing Histories and Futures Data. To enter a historical function manually
NOTE: Grand totals for the numeric and currency fields appear in a row at the end of the list. Entering Historical Room Blocks ManuallyTo manually enter a room block associated with a historical quote, follow this procedure. This task is a step in Process of Managing Histories and Futures Data. To enter a historical room block manually
NOTE: Grand totals for the numeric fields appear in a row at the end of the list. About 30, 60, and 90 Day Pick-UpsThe Room Blocks list is also referred to as the 30-60-90 day snapshot. Siebel Hospitality captures picked-up rooms data associated with event room blocks at 30, 60, and 90 days prior to the arrival date and displays these figures in the 30 Day Pick Up, 60 Day Pick Up, and 90 Day Pick Up fields. The 30, 60, and 90 day counts come from active quote records that are not yet part of the Histories and Futures records. Siebel Hospitality captures these figures only on the 30th, 60th, and 90th days before the arrival date. For example, if an event is entered on the 75th day before the occurrence of the event, the 30 Day Pick Up, 60 Day Pick Up, and 90 Day Pick Up fields are blank. Only when the event reaches 60 and 30 days before the arrival date are the respective 60 Day Pick Up and 30 Day Pick Up fields populated. The 90 Day Pick Up field remains blank. If an existing event is rescheduled to a date that is either sooner or later than the original date, Siebel Hospitality clears the fields, recapturing and repopulating them at the new 30th, 60th, and 90th days before arrival. For example, suppose the arrival date of an event is 45 days from today, and the event record has data for the 60th and 90th days before the arrival date. If the event is postponed to 50 days from today, the 60 Day Pick Up and 90 Day Pick Up fields are cleared, and the 30 Day Pick Up field is populated when the new 30th day before arrival occurs (that is, 20 days from today). |
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