Siebel Hospitality Guide > Finalizing a Quote, Managing Turnover, and Confirming Event Details >

Setting an Event Quote Status to Definite

When the signed agreement is received from the customer, the sales representative sets the quote status to Definite.

Before setting the quote status to Definite, the user must verify that the quote does not have unreserved function spaces or room blocks. The user must make sure that functions or room blocks that do not have a status of Cancel or Lost/Turndown have an inventory status of Reserved, Optioned, or Overbook.

Setting the status of a quote to Definite affects the statuses of other quotes of the same opportunity in one of the following ways:

• If the TNT SHM Disable Accept Quote field of a Quote business component is set to N (the default), the statuses of other quotes associated with the opportunity are automatically updated to Lost/Turndown, and the following inventory is released:
  • Function space
  • Sleeping room
  • Suite
  • Asset
• If the TNT SHM Disable Accept Quote field of a Quote business component is set to Y, the statuses of other quotes associated with the opportunity remain the same as before. Siebel Hospitality will allow a user to change the statuses of other quotes generated from the same opportunity to Definite as well.

For more information about completing the TNT SHM Disable Accept Quote field, see Configuring Multiple Quotes to Go Definite.

If an event manager changes a nonparticipating property to Lost/Turndown after a quote has been made Definite, the inventory associated with the nonparticipating property is not released. A sales representative must manually release this inventory by changing the status of each line item to Unreserved.

Setting the status of a quote to Definite affects the opportunity revenue in one of the following ways:

• If the TNT SHM Update Opty Rev - Disable user property is set to N (the default), the revenue of the associated opportunity is updated to the revenue of the quote that went Definite.
• If the Update TNT SHM Opty Rev - Disable user property is set to Y, the revenue of the associated opportunity is not updated.

For more information about setting the TNT SHM Update Opty Rev - Disable user property, see Disabling Opportunity Revenue Updates.

This task is a step in Roadmap for Finalizing a Quote and Managing Turnover.

To set the event quote status to Definite

1. Navigate to the Quotes screen.
2. In the Quote form, query for the quote.
3. In the Quote form, change the value in the Status field to Definite and save the record.

When a quote status is set to Definite, Siebel Hospitality generates a backup of the quote. The backup quote status is set to Backup. When a user queries for a quote, two quotes appear, one with a status of Definite, and another with the status of Backup. The backup quote is a read-only snapshot of the definite quote, and cannot be modified.