Siebel Hospitality Guide > Getting Started with Siebel Hospitality > Process of Setting Up Hospitality Workflows >

Activating Hospitality Workflows


The workflow setup process includes activating a set of default workflows that are included in the Siebel Hospitality application. You must activate multiple workflows before the application is available to users.

CAUTION:  If you do not complete this task, although much of the application will be operable, some functionality might not work properly. For example, clicking the Create Quote button does not automatically generate quotes for the specified properties unless the appropriate workflow is active.

This task is a step in Process of Setting Up Hospitality Workflows.

To activate Hospitality workflows

  1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view.
  2. Complete the steps for activating a workflow, as described in the chapter about administering a workflow in Siebel Business Process Framework: Workflow Guide.

    The Siebel Hospitality workflows to be activated are listed in the following table.

    Workflow Name
    Description

     

     

    SHM Go to View

    This workflow allows navigation to a view. Other workflows call this workflow as a subprocess.

    SHM Open Check

    This workflow checks whether the selected order is associated with an event check. If the order is not associated with an event check, this workflow creates an event check with no line items.

    SHM Open Checks

    This workflow is similar to the SHM Open Check workflow. The SHM Invoice Process business service calls this workflow.

    SHM Post Check

    This workflow checks whether or not an order is associated with an event check. If the order is associated with an event check, then it replaces the line items and sets the event check Status to Posted.

    SHM Post Checks

    This workflow is similar to the SHM Post Check workflow. The SHM Invoice Process business service calls this workflow.

    SHM Recalculate Invoice Items

    This workflow re-creates the current event check when a user clicks the Recalculate button.

    SHM Trial Check

    This workflow is similar to the SHM Post Check workflow. This workflow sets the status of the event check to Trial.

    SHM Trial_Open Check

    This workflow creates an event check with a Status of Open or Trial, depending on whether a user clicks the Open Check button or the Trial Check button.

    SHM Voiding Process

    This workflow cancels an event check for an order. This workflow creates a new event check with a status of Open, and associates the new event check with the same order.

    TNT Apply Package

    This workflow creates the functions, nonfunction line items, and room blocks of the selected meeting package in the current quote or event check.

    TNT Nightly 30 60 90 Day Pickup

    This workflow checks for quotes with arrival dates that are 30, 60, and 90 days from the current date, and updates the 30 Day Pick Up, 60 Day Pick Up, and 90 Day Pick Up fields of the associated room block line items.

    TNT Nightly Update History Opportunity

    This workflow checks for definite quotes that have been modified, and updates the associated historical opportunities.

    TNT SHM Create Function Order

    This workflow creates an order for a function. If an order already exists for the function, this workflow updates the Order Id field in the function and the function line items, and navigates to the Orders screen.

    TNT SHM Create One Quote

    This workflow creates a quote with functions and room blocks.

    TNT SHM Create Order

    This workflow creates a primary order for the selected quote, and associates all quote functions with this order. In addition, this workflow copies all quote function line items to order line items. The Data Transfer Utilities (DTU), which you dynamically configure in the user interface, perform the transformation from quote to order.

    TNT SHM Create Quote

    This workflow creates a quote for the property that is associated with an opportunity and that the user selects. This workflow copies the Agenda Functions, Room Blocks, and other objects to the quote, and calls the Function Space Inventory (FSI) engine to find the function space that is most consistent with the attributes of each function.

    In addition, this workflow calculates the total price and expected revenue for the quote. The Data Transfer Utilities (DTU), which you dynamically configure in the user interface, perform the transformation from quote to order.

    TNT SHM Optioned Booking Expiry

    This workflow sends an email message to the owner of an option-reserved booking so that the owner can accept the booking. If the owner does not accept the booking within a predefined time interval, this workflow changes the status of the booking to Unreserved.

    TNT SHM Release Inventory in Quote Prospect Status

    This workflow checks the Status field in the quote after a predefined time interval. If the Status field is Prospect, this workflow automatically updates the Inventory Status field to Unreserved for the functions and sleeping rooms that are associated with the quote.

    Although the inventory is released, the Status field for the functions and sleeping rooms remains Prospect.

    TNT SHM Update Quote Status-Date Based

    This workflow checks the Decision Date field in the quote. If the decision date passes, and the quote status has not changed to Definite, all inventory is automatically released. This inventory includes Function Space Inventory and Room Block Inventory.

    TNT SHM Update Quote Status-Time Based

    This workflow checks whether the quote status is T1 after a predefined time interval. If the status is T1, the inventory is automatically released.

    TNT Update History Opportunity

    This workflow updates an historical opportunity and the data that is associated with that historical opportunity.

    TNT Wrapper Trial_Open Check

    This workflow creates an event check with a Status of Open or Trial, depending on whether a user clicks the Open Check/Trial Check button or the Open Day button, by calling the SHM Trial_Open Check Workflow.

Siebel Hospitality Guide Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.