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Adding Meeting Packages to a Package Event Check


You can add a meeting package to a package event check that has not been posted. You cannot delete applied meeting packages from an event check. To add a meeting package to an event check, follow this procedure.

This task is a step in Process of Generating Event Checks.

To add a meeting package to a package event check

  1. Navigate to the Event Checks screen, then the Event Checks List view.
  2. In the Event Checks list, query for event checks that have the Package Event Check field selected.

    The Event Checks list displays only package event checks.

  3. In the Event Checks list, find the required event check.
  4. Click the link in the Event Check number (#) field, and then click the Meeting Packages view tab.

    The Meeting Packages view displays meeting packages that are associated with the current event check.

    NOTE:  For non-package event checks, this view is disabled and does not display any data.

  5. In the Meeting Packages list, add a meeting package and complete the fields, as required.

    Some fields are described in the following table.

    Field
    Description

    Name

    Name of meeting package.

    Display Name

    Enter the name of the package as you want it to be displayed on event check reports. Must be unique.

    Description

    Read only. Description of the meeting package from the meeting package administration record.

    Action

    Add is the only valid option for a meeting package that has not yet been applied.

    Start Date

    The Start Date for the meeting package.

    Duration (Days)

    Duration of the meeting package. Cannot be more than eight days.

    NOTE:  If you want to decrease the Duration of a meeting package that has already been applied, and a related event check with meeting package elements has already been posted, then void the posted event check and then make the necessary changes. These changes might include decreasing the duration of the applied meeting package and then re-posting the line items as part of a noncore, non-package function.

  6. Scroll down to the Package Types list and view or modify the attendance details, as required.

    Some fields are described in the following table.

    Field
    Description

    Name

    Read only. Name of the item, either Day Delegate or a sleeping room type.

    Room Allocation

    Read Only. The adjusted price for each room from the meeting package administration record.

    List Pkg Price/Day

    Read Only. The calculated price per day. This includes the allocations for all items and rooms.

    Day 1...Day n

    The user-defined attendance numbers for each day of the event. These numbers control the quantities of function line items, nonfunction line items, and sleeping rooms.

  7. Click Apply Package.

    Siebel Hospitality applies the validations described in About Apply Package Validations. If the new record passes the validations, then Siebel Hospitality creates the functions, function line items, nonfunction line items, room blocks, and room block line items for the meeting package according to the value in the Action field of the meeting package. Siebel Hospitality then calculates the total price for each SR Type from the number of attendees and rooms, and displays these values in the List Pkg Price/Day fields of the Package Types list.

  8. Display more or less detail in the Package Types list by doing the following:
    • Click Expand All to display all occupancies for all SR Types.
    • Click Collapse All to display only the SR Types and hide the occupancies.

For more information about the field values and processing functionality of the Meeting Packages view, see Adding Meeting Packages to a Quote.

CAUTION:  New meeting package functions that are created as a result of applying a meeting package to a package event check are not automatically added to the associated event order. You must manually create or associate orders for the new functions in the Quote screen. For more information, see Creating Function Orders.

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