3Getting Started with Siebel Hospitality
Getting Started with Siebel Hospitality
This chapter lists the application administration tasks that are specific to Siebel Hospitality. This chapter includes the following topics:
Roadmap for Setting Up Siebel Hospitality
Use this chapter in combination with Siebel Applications Administration Guide, Siebel Product Administration Guide, and Siebel Pricing Administration Guide.
Siebel Applications Administration Guide covers the setup tasks that are common to all of Oracle’s Siebel Business Applications, such as using license keys, defining employees, and defining the structure of your company. The guide also provides the information that you must have to perform data administration and document administration tasks.
Some tasks discussed in this chapter replace the corresponding tasks in Siebel Applications Administration Guide, whereas others are additional tasks. Make sure you review the following table in this topic before following the procedures in Siebel Applications Administration Guide.
This chapter assumes that you have already performed the following operations:
Installed or completed the upgrade of Siebel Hospitality, and created the Siebel Administrator account that is used to perform the tasks described in this guide. For more information, see Siebel Installation Guide for the operating system you are using. If you are upgrading, see Siebel Database Upgrade Guide.
Completed general Siebel application setup procedures, such as adding employees, assigning positions and responsibilities, setting visibility rules, and so on. For more information about the user authentication environment and how visibility works, see Siebel Security Guide.
| Administrative Task | Description | For More Information |
|---|---|---|
Workflow process activation |
Set up Siebel Hospitality-specific workflows to process data and run some application behaviors. |
Process of Setting Up Hospitality Workflows Siebel Business Process Framework: Workflow Guide |
State model activation |
Activate the TNT Event Check Status state model by defining activation and expiration dates that span a current and future time period. |
|
Assignment Manager setup |
Set up Assignment Manager to automate the assignment of event-related activities to a person or team, as defined by specific assignment rules. Assignments rules can be based on any combination of criteria, including business workflow policies, employee skills, workload, and territory or account team definitions. |
Siebel Assignment Manager Administration Guide |
Opportunity quotes administration |
Set parameters to control behaviors of quotes generated from an opportunity. |
|
View dates configuration |
Control the date synchronization behavior of certain views that display two or more date ranges. |
|
Property administration |
Set up property records and property characteristics. |
|
Function space, sleeping room, and suite administration |
Create function space records, sleeping room records, suite records, and property-specific setup styles. |
|
Product line administration |
Set up product lines for sleeping rooms and generic catering products. |
Siebel Product Administration Guide |
Product and asset administration |
Group products into parent categories, child categories, and subcategories. Define generic catering products, room blocks, and assets. |
Setting Up Products and Assets Siebel Product Administration Guide |
Menus and packages administration |
Set up menus and packages as property-specific complex products. |
|
Inventory control administration |
Set up function space, sleeping room, and suite inventory controls. |
|
Function space administration |
Set up day parts, status indicators, and translations for a property. |
Defining Day Parts, Status Indicators, and Setup Style Translations |
Tax code, service charge, and charge code administration |
Set up tax codes, service charges, and charge codes for a property. |
Setting Up Charge Codes, Taxes, and Service Charges Siebel Pricing Administration Guide |
Product and property pricing administration |
Create price lists for each property. Define the rates for function space, sleeping rooms, and suites. Set profit thresholds and pricing discounts. |
|
Meeting package setup |
Create and maintain complete meeting packages and their associated components as generic objects. |
|
Event template setup |
Create opportunity and quote event templates for event types that occur regularly. |
|
Contact and account creation |
Define Hospitality accounts and contacts. |
Siebel Applications Administration Guide |
Proposal Generator setup |
The proposal generator automatically creates agreement proposals from selected quotes. |
Siebel Applications Administration Guide |
Function Space Diary setup |
Perform setup and configuration tasks for the Function Space Diary. |
|
Turnover template setup |
Use the Sales Assessment Template view to create a template for turnover tasks. |
Siebel Applications Administration Guide |
Reports setup |
Configure headers, logos, and fields for Hospitality reports. Set up report text for taxes and service charges. |
Roadmap for Administering Hospitality Reports Siebel Reports Guide |
Process of Setting Up Hospitality Workflows
Siebel Hospitality includes multiple workflow processes. These workflow processes help carry out some Siebel Hospitality functionality behind the scenes. For more information about workflow processes, see Siebel Business Process Framework: Workflow Guide.
To set up Hospitality workflows, perform the following tasks:
This process is a step in Roadmap for Setting Up Siebel Hospitality.
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.
This task is a step in Process of Setting Up Hospitality Workflows.
To activate Hospitality workflows
Navigate to the Administration - Business Process screen, then the Workflow Deployment view.
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.
Verifying That Hospitality Workflows Are Active
Perform the following steps to verify that each Hospitality workflow process is active.
This task is a step in Process of Setting Up Hospitality Workflows.
To verify that Hospitality workflows are active
Navigate to the Administration - Business Process screen, then the Workflow Processes view.
In the Workflow Processes list, query for the Siebel Hospitality workflows using the following query string in the Name field:
*SHM* OR *TNT*
Make sure that the value of the Status field in each workflow is Active.
Generating Database Triggers for Hospitality Workflows
The Generate Trigger (GenTrig) component on Oracle’s Siebel Server allows you to generate database triggers. Workflow policies use database triggers to identify which records match policy conditions. For more information about database triggers, see the chapter about administering a workflow policy in Siebel Business Process Framework: Workflow Guide.
To generate database triggers for the Hospitality workflows, follow this procedure.
This task is a step in Process of Setting Up Hospitality Workflows.
To generate database triggers for Hospitality workflows
Navigate to the Administration - Server Management screen, then the Jobs view.
In the Jobs list, create a new job.
In the Component/Job field, select the component with the Name of Generate Triggers.
In the Job Parameters list, add new component-specific parameters, using the names and values shown in the following table.
Name Value Trigger File Name
Name of the SQL script file, for example, Gentrigger.sql. Any filename can be given.
Privileged User
Table owner name for the Oracle database, for example, ORA31144.
Privileged User Password
Table owner password for the Oracle database, for example, ORA31144.
Exec
True
In the Jobs list, with the Generate Triggers job selected, click Submit Job.
Verify that the Status field of the Generate Triggers job has a value of Completed.
Triggering the TNT SHM Quote Group Workflows with Workflow Monitor Agent
The Workflow Monitor Agent is a functionality that checks when the conditions of a workflow policy are met, and performs actions after those conditions are met. For more information about the Workflow Monitor Agent, see the chapter about administering a workflow policy in Siebel Business Process Framework: Workflow Guide.
The TNT SHM Quote workflow group is a subset of Siebel Hospitality workflows. The workflows in TNT SHM Quote group require database triggers in order to run. This procedure sets up the Workflow Monitor Agent to run the workflows in the TNT SHM Quote workflow group using database triggers.
The TNT SHM Quote workflow group includes the following workflows:
TNT SHM Cancel Quote Functions
TNT SHM Update Quote Status - Date Based
TNT SHM Release Inventory in Quote Prospect Status
TNT SHM Update Quote Status - Time Based
TNT Update History Opportunity Workflow
The TNT SHM Quote workflow group also encompasses a set of defined policies. Each policy has a condition and an action. Each action specifies a workflow to run. The action is triggered by the condition established in the policy.
To use the Workflow Monitor Agent to trigger the Hospitality workflows in the TNT SHM Quote workflow group, follow this procedure.
This task is a step in Process of Setting Up Hospitality Workflows.
To trigger the TNT SHM Quote group workflows with Workflow Monitor Agent
Navigate to the Administration - Server Configuration screen, Enterprises, then the Component Definitions view.
Query for the component record with the Alias field value of WorkMon.
In the Component Parameters list, click Reset and specify the parameter values shown in the following table.
Name Value Action Interval
5
Group Name
TNT SHM Quote
In the Component Parameters list, click Advanced and specify the parameter values shown in the following table.
Name Value Sleep Time
10
Default Tasks
1
Restart the Siebel server.
Running the Nightly Hospitality Workflows
Certain workflows for Histories and Futures functionality are designed to be run every night. You can set up Siebel Hospitality to run these workflows automatically through jobs. For more information about the Histories and Futures workflows, see Workflows for Histories and Futures Functionality.
To set up jobs to run the nightly Histories and Futures workflows, follow this procedure.
This task is a step in Process of Setting Up Hospitality Workflows.
To run the nightly Hospitality workflows
Navigate to the Administration - Server Management screen, then the Jobs view.
In the Jobs list, create a new job.
In the Component/Job field, select the component with the Name of Workflow Process Manager.
In the Job Detail Form, complete the fields as shown in the following table.
Field Value Repeating
Select
Repeat Unit
Hours
Repeat Interval
24
Repeat From
Scheduled Start
In the Job Parameters list, add a component-specific parameter with the value shown in the following table.
Name Value Workflow Process Name
TNT Nightly Update History Opportunity Workflow
In the Jobs list, with the Workflow Process Manager job selected, click Submit Job.
Verify that the Status field of the Workflow Process Manager job has a value of Active.
Create another job by repeating Steps 1 through 4 of this procedure.
In the Job Parameters list, add a component-specific parameter with the value shown in the following table.
Name Value Workflow Process Name
TNT Nightly 30 60 90 Day Pickup Workflow
Repeat Steps 6 through Step 7 of this procedure for the new job.
Activating the TNT Event Check Status State Model
A state model is a functionality that allows your Siebel application to constrain the state of an object by prescribing allowed state values and allowed state transitions. For Siebel application objects, state models provide a data-driven method for extending control that depends on the state of the object. For more information about state models, see the chapter on state models in Siebel Applications Administration Guide.
The TNT Event Check Status state model is defined for the Status field on views of the Event Check screen. This state model enables the selectable values of the Status field to be controlled by the current status. For example, if the current Status is Open, the state model can constrain the next selectable Status values to Void or Cancel (by filtering these values from the existing list of statuses).
The TNT Event Check Status state model is inactive by default. You must activate this state model by defining activation and expiration dates that span a current and future time period.
To activate the TNT Event Check Status state model, follow this procedure.
This task is a step in Roadmap for Setting Up Siebel Hospitality
To activate the TNT Event Check Status state model
Navigate to the Administration - Application screen, then the State Models view.
In the State Models list, query on TNT Event Check Status in the Name field.
With the TNT Event Check Status record selected, click the More Info view tab.
In the More Info form, perform the following actions:
In the Activation field, select a past date or the current date as the date when the state model becomes active.
In the Expiration field, do one of the following:
Select a future date as the date when the state model expires.
Set the field to blank (null), so that the state model does not expire.
Process of Configuring Opportunities and Quotes
You can configure some behaviors of opportunities and quotes generated from opportunities by following the procedures in this topic.
To configure the behaviors of opportunities and quotes, perform one or more of the following tasks:
This process is a step in Roadmap for Setting Up Siebel Hospitality.
Configuring Multiple Quotes to Go Definite
When multiple quotes are generated from one opportunity, and the status of one of those quotes is set to Definite, then by default, Siebel Hospitality sets the status of the other quotes of that opportunity to Lost/Turndown. However, you can disable the update to non-Definite quotes of the opportunity. In this case, it becomes possible for more than one quote of the same opportunity to go Definite.
When a quote of an opportunity is set to Definite, the status of the other quotes of that opportunity is controlled by the value of the TNT SHM Disable Accept Quote field in the Quote business component. The possible TNT SHM Disable Accept Quote field values are as follows:
N (default). Sets the statuses of all other quotes of the same opportunity to Lost/Turndown.
Y. The statuses of other quotes of the same opportunity do not change, and more than one quote of the same opportunity can go Definite.
This field works together with the TNT SHM Update Opty Rev - Disable user property, which disables the update to the revenue of an opportunity from the revenue of the Definite quote. For more information about the TNT SHM Update Opty Rev - Disable user property, see Disabling Opportunity Revenue Updates.
To allow multiple quotes of the same opportunity to be able to go Definite, follow this procedure.
This task is a step in Process of Configuring Opportunities and Quotes.
To configure multiple quotes to go Definite
Start Oracle’s Siebel Tools.
Query for the Quote business component and search for the TNT SHM Disable Accept Quote field.
Change the value of the TNT SHM Disable Accept Quote field to Y.
Compile the SRF file used by your Siebel application.
For more information about changing the values of objects in Siebel Tools, see the chapter on working with objects in Using Siebel Tools.
Disabling Opportunity Revenue Updates
When a quote of an opportunity is set to Definite, then by default, Siebel Hospitality updates the revenue of the associated opportunity from the revenue of the Definite quote. However, you can disable this update.
When a quote of an opportunity is set to Definite, what happens to the revenue of that opportunity is controlled by the value of the TNT SHM Update Opty Rev - Disable user property. The possible TNT SHM Update Opty Rev - Disable user property values are as follows:
N (default). Updates the revenue of the associated opportunity from the revenue of the Definite quote.
Y. Disables the update to opportunity revenue when a quote goes Definite.
If you change this user property, you must make the change in the TNT SHM Function Revenue Service business service and in the business component currently used in your UI view. This user property appears in each of the Siebel application objects shown in the following table.
| Object Name | Object Type |
|---|---|
TNT SHM Function Revenue Service |
Business Service |
TNT SHM Room Block Rates |
Business Component |
TNT SHM Room Block Rates - What If |
Business Component |
TNT SHM Room Block Rates Pending |
Business Component |
TNT SHM Room Block Rates - Chart |
Business Component |
This user property works together with the TNT SHM Disable Accept Quote field. If you allow multiple quotes to go Definite (that is, if you change the value of the TNT SHM Disable Accept Quote field to Y), it is recommended that you disable the update to the revenue of an opportunity from the revenue of the Definite quote. For more information about the TNT SHM Disable Accept Quote field, see Configuring Multiple Quotes to Go Definite.
To disable the update to opportunity revenue from the revenue of the Definite quote, follow this procedure.
This task is a step in Process of Configuring Opportunities and Quotes.
To disable opportunity revenue updates
Start Siebel Tools.
Query for the TNT SHM Function Revenue Service business service and search for the TNT SHM Update Opty Rev - Disable user property.
In the business service, change the value of the TNT SHM Update Opty Rev - Disable user property to Y.
Query for the business component currently used in your UI view and search for the TNT SHM Update Opty Rev - Disable user property.
In the business component, change the value of the TNT SHM Update Opty Rev - Disable user property to Y.
Compile the SRF file used by your Siebel application.
For more information about changing the values of objects in Siebel Tools, see the chapter on working with objects in Using Siebel Tools.
Generating Quotes for All Opportunity Properties
When you generate quotes for the properties of an opportunity, then by default, Siebel Hospitality only generates quotes for the properties that are selected. However, you can disable this limitation so that quotes are generated for all properties associated with the opportunity, selected or not.
When quotes are generated for the properties of an opportunity, whether quotes are generated for selected properties or for all properties is controlled by the value of the TNT SHM Multiple Dates Selected Records user property. The possible TNT SHM Multiple Dates Selected Records user property values are as follows:
Y (default). Generates quotes only for selected properties.
N. Generates quotes for all associated properties regardless of selection status.
To generate quotes for all properties of an opportunity, whether selected or not, follow this procedure.
This task is a step in Process of Configuring Opportunities and Quotes.
To generate quotes for all opportunity properties
Start Siebel Tools.
Query for the TNT SHM Visual Quote Service business service and search for the TNT SHM Multiple Dates Selected Records user property.
In the business service, change the value of the TNT SHM Multiple Dates Selected Records user property to N.
Compile the SRF file used by your Siebel application.
For more information about generating quotes from opportunities, see Generating Quotes from Opportunities. For more information about changing the values of objects in Siebel Tools, see the chapter on working with objects in Using Siebel Tools.
Disabling Date Synchronization
In certain views that have more than one applet displaying a date range, the following behaviors occur:
The date range is controlled by the uppermost applet that has a date range. When the start date of the upper applet changes, the first date of the lower applet changes to be in sync, when the start date is changed by the following user actions:
Entering a start date and then clicking Go or Search
Using the arrow buttons in the upper part of the applet
An exception to this behavior occurs if the upper applet has a horizontal bar and if that bar is moved. In this case, the dates in the lower applet do not change.
When the date range on the lower applets is changed, the date range of the upper applet is not affected.
To allow the flexibility to configure Siebel Hospitality to the business model of your company, you can disable these behaviors, either in all views at once or in selected views.
This topic addresses the following subjects:
This task is a step in Roadmap for Setting Up Siebel Hospitality.
Related Topics
Reviewing Total, Group, and Transient Availability
Disabling Date Synchronization in All Views
By default, date synchronization is enabled. The ACR575 - GRC system preference variable allows you to disable this functionality in all applicable views at once. The possible values of this user property are as follows:
Y. Default setting. Enables date synchronization.
N. Disables date synchronization.
To disable date synchronization, follow this procedure.
To disable date synchronization in all views
Set the ACR575 - GRC system preference to N.
For information about changing system preferences, see the chapter on ongoing administration tasks in Siebel Applications Administration Guide.
Disabling Date Synchronization in Selected Views
If the ACR575 - GRC system preference is set to Y, then date synchronization is enabled in all applicable views. If you want date synchronization enabled in some but not all applicable views, then you can disable this functionality in one or more specific views.
To disable date synchronization in selected views
Start your Siebel application and verify that the ACR575 - GRC system preference is set to Y.
For information about determining the settings of system preferences, see the chapter on ongoing administration tasks in Siebel Applications Administration Guide.
Start Siebel Tools.
Query for the business component for the UI view in which you want to disable date synchronization.
Views with date synchronization and their business components are shown in the following table.
Screen View Business Component Property
Total Availability
TNT SHM SR Total Avail Dync
Property
Group Projected / Blocked
TNT SHM Property Projected/Blocked
Function Space Diary
Total Availability
TNT SHM Gantt AX Date Time Interval PopUp VBC
In the business component, search for the GRC View:(UI ViewName) user property.
Change the value of the GRC View:(UI ViewName) user property to FALSE.
Compile the SRF file used by your Siebel application.
For more information about changing the values of objects in Siebel Tools, see the chapter on working with objects in Using Siebel Tools.