Siebel Hospitality Guide > Managing Property-Specific Menus and Packages > Process of Managing Menus and Packages >

Automatically Calculating Allocations for Packages

You can have Siebel Hospitality automatically set per person allocations for packages. Siebel Hospitality distributes allocations according to revenue contribution percentages calculated from list prices. You can then manually update these automatically calculated per person allocations at any time. You can also overwrite any existing allocations with the allocations.

The allocations calculation functionality is disabled under the following conditions:

• A parent package record is not selected.
• The selected package is or contains a package of the type Package Item Price.
• The selected package contains a split menu.

For more information about revenue allocations and the calculations that Siebel Hospitality performs, see Revenue Allocations for Menus and Packages.

This task is a step in Process of Associating Menus and Packages with Functions.

To automatically calculate allocations for a package

1. Display a list of functions associated with quotes or orders.

   For more information, see Displaying Quote and Order Functions.

2. In the Function list, select the function in which to set automatic allocations for a package.
3. Click the Line Items subview tab.
4. In the line items list, select the package for which to set automatic allocations.
5. Click Menu and choose Set System Allocation.

   Siebel Hospitality calculates the allocations and updates the appropriate fields in the line item. A per person allocation is calculated for each child item from the unit net price of the parent item. The formula is as follows:

   (total of the child item unit net prices) divided by (unit net price of the child item) multiplied by parent package unit net price

6. Click Menu and choose Validate Allocation.

   Siebel Hospitality verifies that the cumulative sum of per person allocations equals the ultimate parent package's unit net price.