Overview of Siebel Hospitality

This chapter provides an overview of Oracle’s Siebel Hospitality. It includes the following topics:

Note: The procedures in this guide assume that you do not use the Tree navigation control option to access screens and views. However, you can choose to use the Tree navigation control if required. For more information about setting navigation options, see Siebel Fundamentals Guide.

About Siebel Hospitality

The hospitality industry provides venues for many kinds of events, including conferences, meetings, celebrations, seminars, and so on. Siebel Hospitality is designed to help event planners and event operations personnel in hospitality firms to improve their efficiency when performing the following business tasks:

Planning for all sizes of events, including large events that consist of multiple functions, such as lectures, workshops, demonstrations, banquets, and so on
Reserving necessary space and equipment for each event function
Ordering necessary supplies for each event function
Setting up for event functions
Providing promised goods and services during each event
Billing accurately for goods and services provided during each event

Siebel Hospitality can be used along with other Siebel Business Applications (all applications that comprise Siebel CRM) such as Oracle’s Siebel Sales, Oracle’s Siebel Call Center, and Oracle’s Siebel Service. Add-on modules to many applications are also compatible with Siebel Hospitality.

Business Purposes of Screens in Siebel Hospitality

This topic describes the purposes for which administrator and end-user screens are used in Siebel Hospitality. This topic contains the following topics:

Purposes of Siebel Hospitality Administration Screens

The following table describes the business purposes served by administration screens that have been created or modified specifically for use in Siebel Hospitality.

Table Purposes of Siebel Hospitality Administration Screens

Screen	Purpose
Assets	Used to enter information about individual assets that your organization has available, including where each asset is located.
Category Administration	Used to organize products (goods and services) into categories such as food and beverages, audiovisual equipment, and so on. Categories can be further divided into subcategories to allow each subcategory to be taxed appropriately. Category management is specific to Siebel Hospitality.
Data Administration	Used to define addresses, list of values (LOVs), sales assessment templates, and so on.
Function Space Administration	Used to define function space inventory and asset inventory display properties.
Guest Conveniences Administration	Used to define airports and booking centers.
Pricing Administration	Used to specify a range of prices for each product or service you offer. In Siebel Hospitality, each price list can be designated for use at specific properties.
Product Administration	Used to define combinations of goods and services as product packages for events.
Property Administration	Used to set up properties and attributes for each property such as sleeping rooms, property styles, day parts, and so on.
Property Pricing Administration	Used to set up pricing information and additional details for each property such as function space pricing, sleeping room pricing, discounts, unavailable spaces, and so on.
Tax Service Admin	Used to specify charge codes, taxes, and service charges, and associate taxes with properties.

Purposes of Siebel Hospitality End-User Screens

The following table describes the business purposes served by end-user screens that have been created or modified specifically for use in Siebel Hospitality.

Table Purposes of Siebel Hospitality End-User Screens

Screen	Purpose
Accounts	Used to create and manage account information.
Activities	Used to create and manage activities.
Calendar	Used to manage a user’s days, weeks, and months.
Contacts	Used to create and manage contact information.
Evaluations	Used by revenue managers to review submitted quotes. Evaluation records can be viewed by property or across all organizations.
Event Checks	Primarily a read-only screen used to retrieve more detail about generated event checks. Also can be used to cancel an invoice.
Function Space Diary	Displays a Scheduler showing function space bookings over periods, which are configurable. For example, you can filter the data by start date and time scale.
Functions	Used to review, add, and modify information about functions within proposed and accepted events, including line items for necessary goods and services. Also used to reserve assets, such as audiovisual equipment, for specific functions. All views for the Functions screen are specific to Siebel Hospitality.
Histories	Used to add historical opportunities, quotes associated with an opportunity, and functions and room blocks associated with a quote. You can create a collection of historical data to associate with current opportunities.
Home	A group of lists that provides a snapshot of the most important information to manage for a daily workload. The Home screen also provides links to opportunities, quotes, orders, invoices, and activities.
Opportunities	Used to create opportunities and to add or modify information about proposed and accepted events. Also used to associate past and future opportunities with a selected current opportunity.
Orders	Used to specify goods and services supplied during an event. Also used to generate trial checks and finalize the charges that appear on event invoices.
Property	Used to display detailed property information including inventory, quotes, opportunities, sell notes, and so on.
Quotes	Used to modify property-specific quotes and create new quotes.
Room Blocks	Used to display all room block line item records for the property with which you are associated.
Turnover Evaluations	Used to display details of turnovers. Allows an event manager to conduct a detailed analysis of the turnover checklist questions and to view quote details.

Viewing Information on the Hospitality Home Page (User)

When you log in to Siebel Hospitality, the Hospitality home page appears. The home page is a combination of lists that provides a snapshot of the most important information that you must have to manage a daily workload.

The purpose of the home page is to alert you to recent status changes and to provide quick access to other views with additional functionality. When you click a link within a record, Siebel Hospitality shows the detail form and associated view tabs of the record. For example, selecting a record in the My Opportunities list and then clicking the link in the Opportunity Name link takes you to the detail form and associated view tabs for the current opportunity.

The home page only displays the information for which you have visibility permissions. These permissions are defined in each user’s profile. Depending on the type of user, the Hospitality home page can include some or all of the following lists:

My Opportunities
My Quotes
My Evaluations
My Turnover Quotes
All Orders
All Event Checks
My Current Activities
My Transferred Quotes

You can configure the Home page to customize the information that appears. For example, the number of records displayed in each list on the home page can be changed. Lists on the home page typically display five records; you can scroll to additional records.

You can also edit the home page layout to specify which sections are displayed. These changes remain in effect until you make new changes. For more information on home page layout controls, see Siebel Fundamentals.