Managing Hospitality Reports

This chapter describes the administrator and end-user procedures for managing BI Publisher reports in Siebel Hospitality. It includes the following topics:

About Hospitality Reports

You can run and print multiple types of reports on information in Siebel Hospitality by using an embedded third-party technology, Oracle® Business Intelligence Publisher (Oracle BI Publisher).

By updating report templates, you can modify Hospitality reports that are specific to your property. Some examples are the logos that are displayed; and hotel policies such as guarantees, contractual language, tax requirements, and service charge guidelines that can be included. Siebel application reports are configurable in Oracle BI Publisher, which is an add-in to Microsoft Word. Therefore, you can make changes to the reports in Microsoft Word.

You can run Hospitality reports in various formats such as RTF, HTML, XLS, and so on. This enables you to manually modify reports as needed, and to be flexible in sharing and printing report contents.

For more information about setting up and managing reports, see Siebel Reports Guide.

Roadmap for Administering Hospitality Reports

This topic lists the processes and tasks that administrators typically perform to administer Hospitality reports. Your company might follow a different process according to its business requirements.

To administer Hospitality reports, perform the following processes and tasks:

Configuring Headers for Hospitality Reports

Before users can generate a Hospitality report, administrators must configure the report headers. Report headers that are associated with line items, that contain generic comments, or that contain function-specific comments can appear in a report.

This task is a step in Roadmap for Administering Hospitality Reports.

This topic includes the following topics:

Creating Global Report Headers

Although Siebel Hospitality includes multiple global report headers, administrators can create additional global report headers. Administrators can then associate these headers with properties and products so that users can associate these report headers with the line items that appear in Hospitality reports.

To create a global report header

Navigate to the Report Headers screen.
In the Report Headers list, create a new record.

Setting Up Report Headers for a Property

Administrators can associate a global report header with any property. Siebel Hospitality includes multiple global report headers. If the global report header that you want to associate with a property is not set up in Siebel Hospitality, you can associate a property-specific report header with the property. In this case, you can change the name of the property-specific report header to another name that accommodates your business needs.

Administrators can also create generic comments for property-specific report headers. Users can include these comments in a report, exclude these comments from a report, or add new comments to a report.

To set up a report header for a property

Navigate to the Property Administration screen, then the Properties view.
In the Properties list, query for and select the property to associate with a report header.
Drill down on the link in the Property Name field.
Click the Report Headers view tab.

In the Report Headers list, create a new record.

The following table describes some of the fields.

Field	Comments
Report Header	Select a value for the report header. You create the available values in the Report Headers screen. For more information, see Creating Global Report Headers.
Label	Enter the report header name to appear in the generated report. Use this field to customize the label for the global report header.
BEO Sequence	Select a number that determines the order in which the report header appears in the report. For example, if you select 1, the report header appears as the first header in the report.

To create generic comments for the property-specific report header, complete the following steps for each comment you add:
1. Scroll down to the Comments list, and create a new record.
2. In the Sequence field, select a number that determines the sequence in which the comment text appears in the dialog box that Siebel Hospitality displays when users add comments to the report.
3. In the Comments field, enter a description.
4. (Optional) To check the comment text for spelling errors, click the Check Spelling button.

Setting Up Report Headers for Property-Specific Products

After administrators set up property-specific report headers, they can associate those report headers with the products assigned to the properties that use those report headers.

To set up a report header for a property-specific product

Navigate to the Property Administration screen, then the Properties view.
In the Properties list, query for and select the property associated with the product for which to set up a report header.
Click the link in the Property Name field.
Depending on the product for which you want to set up a report header, click one of the following view tabs:
- Event Order/Menu Items
- Menus
- Packages
In the list of products, query for and select the product to associate with a report header.
In the Report Header field, click the select button, and select the report header.
If more than one value is available, you can select multiple values. The value in the Property field for the product determines the values that you can select in the Report Header field.

Setting Up Report Headers for Non-Property-Specific Products

Administrators can associate any global report header with the products that are not assigned to any property.

To set up a report header for a non-property-specific product

Navigate to the Administration - Product screen, then the Products view.
In the Products list, query for and select the product to associate with a report header.
In the Report Header field, click the select button, and select the report header.
If more than one value is available, you can select multiple values. The value in the Property field for the product determines the values that you can select in the Report Header field.

Associating Logos with Hospitality Reports

Administrators can associate a logo with a property. When users generate a report for the property, the associated logo appears at the start of each page in the report.

This task is a step in Roadmap for Administering Hospitality Reports.

To associate a logo with a Banquet Event Order report

Navigate to the Property Administration screen, then the Properties view.
In the Properties list, query for and select the property to associate with a logo.
In the Report Logo field, click the select button, select the appropriate URL in the Pick Report Logo dialog box, and click OK.
You can also add a new URL in the Pick Report Logo dialog box.

Setting Up Text for Taxes and Service Charges

Administrators can set up text that relates to taxes and service charges for a property. This text will appear on Banquet Event Order (BEO) reports. When a user generates a BEO report for the property, this text appears at the end of the report.

This task is a step in Roadmap for Administering Hospitality Reports.

To set up text for taxes and service charges

Navigate to the Property Administration screen, then the Properties view.
In the Properties list, query for and select the property for which you want to set up text for taxes and service charges.
Drill down on the link in the Property Name field.
Click the Reporting Preferences view tab.
Enter text in the Tax and Service Charge Text field.

Configuring Fields for Hospitality Reports

Administrators can modify field formats and modify field mapping for Hospitality reports. When users generate a report using the modified fields, the new formats appear in the report. For information about preconfigured fields, see the information about report fields in the topics under Hospitality Reports Reference.

This task is a step in Roadmap for Administering Hospitality Reports.

This topic includes the following topics:

Modifying Formats and Mappings for Hospitality Report Fields

Administrators can modify formats for any report field. This topic describes how to modify field mappings and how to format fields for Hospitality reports.

To modify formats and mappings for Hospitality report fields

Modify the report RTF file by completing the following steps.
1. Navigate to the file in the following directory:
  $SiebelRoot$\XMLP\Templates
2. Select and open the RTF file for the report whose field mappings to modify.
3. Make the necessary field mapping and formatting modifications to the file.
4. Save the file.
Generate a report XLF file from the report RTF file by completing the following steps.
1. Open the report RTF file.
2. Navigate to Oracle BI Publisher, Translate Template, and then Extract Text.
  
  Note: You can access Oracle BI Publisher only if you install Business Intelligence Desktop, a Business Intelligence Add-in for Microsoft Word.
3. Save the report RTF file as a XLF file in the following directory:
  $SiebelRoot$\XMLP\XLIFF\Language.
For more information about modifying reports templates and Oracle BI Publisher Add-in for Microsoft Word, see Siebel Reports Guide.
In Siebel Hospitality, navigate to the Administration - BIP Reports screen, then the Report Template Registration view.
In the Report Template Registration list, complete the following steps.
1. Query for and select the report with the Report Name field value of the report title.
2. In the Template field, click the select button, navigate to the report RTF file and click Add.
3. In the XLIFF field, click the select button, navigate to the report XLF file and click Add.
4. Click Upload Files.

Mapping New Fields for Hospitality Reports

Administrators can add new fields to Hospitality reports. This topics describes how to add and synchronize fields to Hospitality reports.

To map new fields for a Hospitality report

In Oracle’s Siebel Tools, add the fields in the required business component.
Synchronize the report integration object.
For more information about synchronizing integration objects, see Integration Platform Technologies: Siebel Enterprise Application Integration.
Configure the field formats.
For more information about configuring the field formats, see Modifying Formats and Mappings for Hospitality Report Fields.

Process of Converting the Banquet Event Order Report to a 12-Hour Format

By default, the Banquet Event Order Report displays time values in a 24-hour format. For example, the report shows one hour past noon as 13:00. Optionally, you can configure the report to display time values in a 12-hour format. In this case, for example, the report shows one hour past noon as 1:00 PM.

This topic lists the tasks that administrators typically perform to configure the Banquet Event Order Report to display time values in a 12-hour format. Your company might follow a different process according to its business requirements.

To configure the Banquet Event Order Report to display time in a 12-hour format, perform the following tasks:

This process is a step in Roadmap for Administering Hospitality Reports.

Downloading the Banquet Event Order Report Template

Use this procedure to download the Banquet Event Order Report template file to your computer, where you can configure it in Microsoft Word.

This task is a step in Process of Converting the Banquet Event Order Report to a 12-Hour Format.

To download the Banquet Event Order Report template

Log in to Siebel Hospitality.
Navigate to Administration - BI Publisher Reports, then the Reports - Standard Templates view.
In the Reports - Standard Templates list, find the template with the Report Name of Event Order Report.
In the Template field of the Event Order Report record, click the TNT_BEO link.
Save the TNT_BEO.rtf file to your local computer, keeping the same file name.

Configuring the Banquet Event Order Report Template

Use this procedure to modify the sections in the Banquet Event Order Report template that control the display of function times in the report. The modifications change the time display from a 24-hour format to a 12-hour format in specific parts of the report.

Note: To perform this task, you must have Oracle BI Publisher Desktop and Microsoft Word installed.

This task is a step in Process of Converting the Banquet Event Order Report to a 12-Hour Format.

To configure the Banquet Event Order Report template

Start Microsoft Word and open the TNT_BEO.rtf file.
In the application menu bar, choose Oracle BI Publisher, then choose Field Browser.
The Field Browser pop-up window opens. This window shows the code for the fields of the template.
In the Field Browser pop-up window, click Show All.
Change the display of function times by performing the following steps.
1. In the Find field at the start of the window, enter Stime and click Find Next.
  The Stime character string appears in the For Each Function section of the template code. This section controls the display of the function details such as name, type, time, and so on. The line that contains STime and the next line appear as follows:
```
<?STime?>
<?xdofx:if ETime!='' then  ' - '||ETime end if?>
```
2. Select the line with STime, and in the Edit box at the end of the screen, replace STime with STimeCalc and click Update.
  The line now appears as follows:
```
<?STimeCalc?>
```
3. Select the next line, and in the Edit box, replace each of the two occurrences of ETime with ETimeCalc and click Update.
  The line now appears as follows:
```
<?xdofx:if ETimeCalc!='' then  ' - '||ETimeCalc end if?>
```
Change the display of order item times by performing the following steps.
1. In the Find field at the start of the window, enter BEOSTET and click Find Next.
  Two instances of the BEOSTET character string appear in the Report Header section. This section groups the order items by report header and displays the function times with the items. Each line that contains BEOSTET appears as follows:
```
<?../../ListOfTNTSHMFunction_BEOOrderItem/
TNTSHMFunction_BEOOrderItem[xdoxslt:get_variable($_XDOCTX, 'Count2')]/
BEOSTET?>'
```
2. Select each line that contains BEOSTET, and in the Edit box, replace BEOSTET with RHLFST and click Update.
  The lines now appear as follows:
```
<?../../ListOfTNTSHMFunction_BEOOrderItem/
TNTSHMFunction_BEOOrderItem[xdoxslt:get_variable($_XDOCTX, 'Count2')]/RHLFST?>'
```
Click Close to close the Field Browser pop-up window.
Save and close TNT_BEO.rtf.

Uploading the Modified Banquet Event Order Report Template

To upload the TNT_BEO.rtf template file back into Siebel Hospitality after you have modified it, follow this procedure.

This task is a step in Process of Converting the Banquet Event Order Report to a 12-Hour Format.

To upload the modified Banquet Event Order Report template

Log in to Siebel Hospitality.
Navigate to Administration - BI Publisher Reports, then the Reports - Standard Templates view.
In the Reports - Standard Templates list, find the template with the Report Name of Event Order Report.
Select the Template field of the Event Order Report record and click the select button.
In the Add Attachment dialog box, navigate to the location on your computer where the TNT_BEO.rtf file is saved, select the file, and click Add.
In the Reports - Standard Templates view, click Upload Files.

Configuring the STHeader Calculated Field

STHeader is a calculated text field in the Banquet Event Order Report. STHeader combines the Service Start Time, Function Type, and Function Space or Location field values from your Siebel application. In STHeader, by default, StartTimeRep is the Function Time field in 24-hour format (00:00 to 23:59). You can replace StartTimeRep with SSTimeCalc, which is the Function Time field in 12-hour format (00:00 AM to 11:59 PM). SSTimeCalc identifies pre-noon times as AM and post-noon times as PM in all languages.

To replace the 24-hour time value display in STHeader with a 12-hour time display, follow this procedure.

This task is a step in Process of Converting the Banquet Event Order Report to a 12-Hour Format.

To configure the STHeader calculated field

Open Siebel Tools.
In the Object Explorer, select Business Component and query for TNT SHM Order Item.

In the TNT SHM Order Item business component, query for the STHeader field.

The calculated value field appears as follows:

'[Start Time Rep] + IIf ([Function Type] IS  NOT  NULL, '  '+[Function Type],'') + 
IIf ([RFS] IS     NOT  NULL , '  '+[RFS], '')'

In the calculated value field, replace [Start Time Rep] with [SSTimeCalc].

The value now appears as follows:

'[SSTimeCalc] + IIf ([Function Type] IS  NOT  NULL, '  '+[Function Type],'') + IIf 
([RFS] IS     NOT  NULL , '  '+[RFS], '')'

Compile the TNT SHM Order Item business component to the SRF file.

Process of Generating Hospitality Reports

This topic lists the tasks that users typically perform to generate Hospitality reports. Your company might follow a different process according to its business requirements.

To create Hospitality reports, perform the following tasks:

Adding Generic Comments to Event Report Headers

Before generating an event report, users can add generic comments to event report headers. For the property-specific report headers in the Event Order Specifications view, users can select the generic comments that administrators set up. Users can also create new generic comments.

All report headers that are associated with the property for the event order will appear in the Report Headers list in the Event Order Specifications view. However, when you generate the report, only the report headers that are associated with line items or comments appear in the report.

This task is a step in Process of Generating Hospitality Reports.

To add a generic comment to an event report header

Navigate to the Orders screen, then the Event Order view.
In the Event Orders list, query for and select the event order.
Drill down on the link the Order number (#) field.
Click the Event Order Specifications view tab.
The Report Headers list shows the property-specific report headers for the event order, and the Function Report Header Comments list shows the function-specific comments for the event order. For information about creating function-specific comments, see Adding Function-Specific Comments to Quote and Order Report Headers.
In the Event Order Specification view, complete the following steps:
1. In the Report Headers list, select the appropriate report header.
2. In the Comments list, create a new record, and complete either of the following steps:
  - Click the select button in the Comments field, select a comment in the dialog box that appears, and click OK.
  - Enter a new comment in the Comments field.
3. In the Sequence field, select a number that determines the sequence in which the comment text appears in the report header.
  Although the Sequence field is automatically populated, you can change this field value.
4. (Optional) To check the comment text for spelling errors, click the Check Spelling button.

Adding Function-Specific Comments to Quote and Order Report Headers

Before generating a quote or order report, users can add function-specific comments to quote report and order report headers. For the functions in the Functions view of an order or quote, users can select function-specific comments for property-specific report headers. Administrators set up as generic comments the function-specific comments that users can select. Users can also create new function-specific comments.

This task is a step in Process of Generating Hospitality Reports.

To add a function-specific comment to a quote or order report header

Navigate to one of the following screens and views.
- Orders screen, then the Event Order view
- Quotes screen, then the List view
In the list, query for and select the order or quote record.
Drill down on one of the following links.
- In the Orders screen, Event Order view, drill down on the Order number (#) field.
- In the Quotes screen, List view, drill down on the Name field.
Click the Functions view tab.
In the Functions list, select the appropriate function, and then click the Report Headers view tab after the Functions list.
In the Report Headers view, complete the following steps.
1. In the Report Headers list, create a new record, click the select button in the Report Header field, select a property-specific report header in the dialog box that appears, and click OK.
  You can select only the property-specific report headers that administrators set up for the property on the event order or quote.
2. In the Comments list, create a new record, and complete either of the following steps:
  - Click the select button in the Comments field, select a comment in the dialog box that appears, and click OK.
  - Enter a new comment in the Comments field.
3. In the Sequence field, select a number that determines the sequence in which the comment text appears in the report header.
  Although the Sequence field is automatically populated, you can change this field value.
4. (Optional) To check the comment text for spelling errors, click the Check Spelling button.

Generating Hospitality Reports

Users can follow the procedure in this topic to generate any Hospitality BI Publisher report. You can generate reports from the views of multiple screens. For the screens in which specific reports are available, see the individual report descriptions under Hospitality Reports Reference.

This task is a step in Process of Generating Hospitality Reports.

To generate a Hospitality report

Navigate to the screen and view from which to run the report.
Query for the records for which to run the report to limit the size of the report.
A report that you run includes all the records displayed in the current view.
In the Siebel application toolbar, click the Reports button.
A drop-down menu lists the reports that are available for the current screen and view.
In the BI Publisher section of the menu, select the report to run.
A dialog box displays a ReportOutputType row for the selected report.
In the Pick List Values field, select a file format for the report.
Click Submit.
Siebel Hospitality generates the report, and a File Download dialog box appears prompting you to open or save the report. HTML reports appear in a new browser window, while reports generated in other formats appear in separate application windows.

Hospitality Reports Reference

This topic contains descriptions and details of specific Hospitality reports. The following reports are included in this topic:

Account Profile Report

This topic describes the Account Profile Report for Siebel Hospitality.

About the Account Profile Report

To profile an account is to research and analyze that account and the contacts associated with the account. The purpose of profiling is to determine whether the account exists in your Siebel Hospitality database, and to learn the details of that account.

The Account Profile Report is a detailed overview of an account. This report contains general account information, a detailed account profile, a travel profile, a financial overview, and lists of initiatives and contacts.

The Account Profile Report can be used by sales, revenue management, and event management personnel to view the account profile, business profile, and financial overview of an account. The Account Profile Report is used by account managers to research account information including financial, historical, credit card usage, travel agency usage, and related data. Account managers can use this information to determine rates for future bookings, potential discounts, and so on.

The Account Profile Report is available in views of the Accounts screen.

Fields in the Account Profile Report

Some fields in the Account Profile Report are listed in the following table.

Table Account Profile Report - Customer Profile Fields

Report Field	Comments
Activity in Market	Indicates any activity in the market relevant to the company.
BT Buying Decision	Indicates any policies that the account uses to make business transient (BT) buying decisions. For example, transient reservations might be made through a travel planner.
Compelling Events & Important Issues	Indicates key events for this account that could generate specific business opportunities.
Competitive Set Spending	Amount of money spent at the competitive set of the property. Competitive set refers to all other properties that are in competition with your property for the business of the account.
Complexity Rating	A rating for how complex the quote was to create and develop.
Compliance Percentage	Indicates the percentage of employees associated with the account who follow the company travel policies of the account. A high number means that most employees follow the company travel policies closely.
Extended Stay in Directory	Indicates whether or not extended stay rates for a number of properties are defined for the account. These rates are listed in a directory format.
Max Rate Increase/Market	The maximum rate or increase that the account will accept according to the market and year by year.
Max # of Blackout Dates	Indicates the maximum number of times that the special rates can be restricted within one year.
National Account	Indicates whether the account is a national account (Y) or a local account (N).
Ownership Type	Indicates whether the account is a publicly or privately owned company.
Preferred Program	Indicates whether or not the competitor is part of the Competitor Preferred Program.
Rate	The rate that this competitor offered to the account.
Rates Listed in Directory	Indicates whether or not special rates for a number of properties are available to the account. These rates are listed in a directory format.
Requires LRA (Last Room Availability)	Indicates that the account must receive its usual rate until the last room at the property has been sold, regardless of hotel occupancy.
Room Change Percentage	The projected percentage change in room nights booked between the current year and the previous year.
Share Percentage	The percentage spent at this property as compared to all other properties that the account uses.
Travel & Entertainment Spend	The total amount that the account is expected to spend on travel and entertainment this year.
Value Rating	The rating for the value of the quote.

Accounting Event Check Report

This topic describes the Accounting Event Check Report for Siebel Hospitality.

About the Accounting Event Check Report

An event check is an invoice for an event. An accounting event check is generated for the accounting department of the property that hosted the event. For more information about event checks, see Generating Event Checks.

Event managers create the Accounting Event Check report from information in the Event Check record that is used by the accounting department of the property. The report reflects the line item records listed on the Event Checks Screen, Line Items (Accounting) view, which are transformed into an accounting version. The Accounting Event Check report displays the billable line items separated by their allocations of revenue categories for accounting and accounting downstream systems.

Siebel Hospitality can display and print several event check report views, as follows:

Accounting View. This is the Accounting Event Check report. This report shows all line items broken down and categorized so all revenues can be tracked against the proper revenue buckets. This report is used internally and not shared with the guest, because every line item is broken down and guests rarely need this level of detail.
Guest View. This is the Guest Event Check report. This report shows the charges that are relevant to the guest. This report lists the customer charges for all applicable items. For more information about the guest view, see Guest Event Check Report.
Guest summary. This is the Pro Forma Event Check report. This report shows the charges that are relevant to the guest. This report lists the items for all event checks associated with a specific quote. For more information, see Pro Forma Event Check Report.

In other words, the Guest Event Check report shows the item charges associated with an event, while the Accounting Event Check report shows these items plus the line details that make up each one. For example, if a guest buys a package priced at 1000.00, then the Guest Event Check report shows a 1000.00 package. However, in the corresponding Accounting Event Check report, that 1000.00 is split among the components of the package.

If the Accounting Event Check report is for a package event check, then the report includes a Meeting Package section that displays the meeting package event check, then the report includes a Meeting Package section and an Accommodation section. The Meeting Package section displays the price of each meeting package as 0. In sections other than the Meeting Package section, if a line item is part of a meeting package, then the price of that line item is displayed.

The Accounting Event Check Report is available in views of the Event Checks screen.

Fields in the Accounting Event Check Report

Some fields in the Accounting Event Check Report are listed in the following table.

Table Accounting Event Check Report Fields

Report Field	Comments
Business Type	The type of business of the customer organization. Choices are group and local.
Ext Qty	The extended quantity of the item needed for the function. In a hierarchical line item, the extended quantity of a child item is calculated as the quantity of the item multiplied by the quantity of the root item.
Folio #	The number assigned to the folio.
Meeting Package Display Name	If this report is for a package event check, this field displays a list of the names of meeting packages on the event check.
Pkg Type-Occ	Meeting package occupancy type, for example, Standard King-Single.
Status	The status of the event check.
Tax / SC Inclusive	Indicates whether tax and service charge are included in the price.
Total Price	The unit price of an item multiplied by the quantity of the item.
Unit Price	The total price of an item divided by the extended quantity of the item.

Banquet Event Order Report

This topic describes the Banquet Event Order Report for Siebel Hospitality.

About the Banquet Event Order Report

A Banquet Event Order is a contractual agreement between the meeting professional and a hotel. This agreement expresses the objectives and details of one or more functions.

The Banquet Event Order (BEO) Report displays functions and subfunctions that take place for an event and shows the details of those functions and subfunctions. This report provides the operation execution team with detailed information about food, beverages, and setup requirements for all functions in an order. The BEO Report helps provide consistency in internal and external communications in the hotel industry. However, contractual terms and agreements might differ between properties.

The first section of a BEO Report provides administrative information about the property, the account, the customer contact, and event order details.

Event managers can generate and print a Banquet Event Order (BEO) Report before an event occurs.

The line items on the report appear according to the following rules:

Functions are listed by date and start time.
Function line items for a function are listed by service start time.
Menu line items appear before other function line items.
The report headers that administrators configure using the procedures in Configuring Headers for Hospitality Reports appear in the report if the report headers are associated with the line items or comments.

If a function agenda contains a parent function record that is used for detailing or a space hold (that is, if the Detail flag of a function record is selected), the parent record does not appear in the BEO Report. The BEO Report shows only the subfunctions and grandchild functions of a detailing record or space hold record. The detailing or space hold record is not an actual function; it is used only to hold space. For more information about detailing, see Detailing a Function. For more information about space holds, see About Space Holds.

The subfunctions and grandchild functions represent the actual functions and subfunctions, respectively. Report formatting and functionality for the subfunctions and grandchild functions is the same as if these were functions and subfunctions.

The Banquet Event Order Report is available in the Event Order views of the Orders screen.

Fields in the Banquet Event Order Report

Some fields in the BEO Report are listed in the following table.

Table BEO Report Fields

Report Field	Comments
*	An asterisk (*) appears before the comment for a generic header when the Comment Last Updated Date field value is later than the Order or Track Event Order Changes Date fields.
Event Order #	The number assigned to the event order.
Exp	The number of expected attendees for the function.
Folio #	The number assigned to the folio.
Gtd	The number of guaranteed attendees for the function.
Included in [Mtg Pkg Display Name]	Displayed only if an item is part of a meeting package.
Included in [Package Display Name]	A header if a line item is part of a package. This field appears in the report header section when a line item is part of a package, and the value assigned to the Report Header field of the line item is not the same as the value assigned to the Report Header of the Package field. This field appears in the menu items section when a line item is part of the Package Each field or a Package Per Person field.
Menu Unit Net Price	The net unit price of the menu. If a line item is part of a meeting package, displays 0.
Package Display Name	The display name of the package.
Package Qty	The quantity of this package that is ordered.
Post As	A more descriptive name than the quote name. This is usually the name of the event as posted on the reader boards at the hotel. Note: If the Post As field value is not defined, the Quote Name field value is used.
Room Rental	The negotiated price of the function space line item. If a negotiated price for line item is not defined, this field value is the list price value. The value comes from the Event Order screen, Function view, Line Items subview. If the function is part of a meeting package, displays the name of the meeting package.
Service Start Time	The service time for the line item. This field appears only when the value assigned to the Service Start field is not the same as the value assigned to the Function Start field.
Set	The number of places set for the function.
Split Line Item Unit Net Price	If a line item is part of a meeting package, displays 0.
Unit Net Price	If a line item is part of a meeting package, displays 0.

Events Report

This topic describes the Events Report for Siebel Hospitality.

About the Events Report

The Events Reports shows a summary of all groups, local bookings, and in-house bookings that hold function spaces on a specific day and week. The Events Report is used by internal teams and might also be shared with the customer.

The Events Report is available in views of the Quotes screen.

Fields in the Events Report

Some fields in the Events Report are listed in the following table.

Table Resume Report Fields

Report Field	Comments
EXP/GTD/SET	Expected, Guaranteed, and Set field values from the functions associated with a quote. If the function is detailed, these values are not displayed for the parent function on the report.
POST AS: Quote Post As	If Post As is null, this field displays the Quote Name value. Otherwise, this field displays the Quote Post As value.
Folio #	Primary Folio #
Master Acct Payment	Payment method for the event.
Post As	A more descriptive name than the quote name. This is usually the name of the event as posted on the reader boards at the hotel. Note: If the Post As field value is not defined, the Quote Name field value is used.
Definite Cover	The number of attendees that are considered definite for the event.
Definite Revenue	The amount of revenue that is expected for the event, calculated from the number of definite attendees.

Guest Event Check Report

This topic describes the Guest Event Check Report for Siebel Hospitality.

About the Guest Event Check Report

An event check is an invoice for an event. A guest event check is generated for the customer for which the event was hosted. For more information about event checks, see Generating Event Checks.

During the Event Check process, event managers can create reports from information in the Event Check record. The Guest Event Check report reflects the line item records in the Event Checks Screen, Line Items (Guest) view, which are transformed into the customer version of the Event Checks Report used by the accounting department. The Guest Event Check report functions as a customer invoice that tracks billing information associated with an order.

The Guest Event Check Report displays the line items along with associated service charge and taxes. Event Managers, Operations teams, and Accounting teams print this report multiple times per shift or per day. Team members use this report as an invoice to present to the customer.

Siebel Hospitality can display and print several event check report views, as follows:

Guest view. This is the Guest Event Check report. This report shows the charges that are relevant to the guest. This report lists the customer charges for all applicable items.
Guest summary. This is the Pro Forma Event Check report. This report shows the charges that are relevant to the guest. This report lists the items for all event checks associated with a specific quote. For more information, see Pro Forma Event Check Report.
Accounting View. This is the Accounting Event Check report. This report shows all line items broken down and categorized so all revenues can be tracked against the proper revenue buckets. This report is used internally and not shared with the guest, because every line item is broken down and guests rarely need this level of detail. For more information, see Accounting Event Check Report.

In other words, the Guest Event Check report shows the item charges associated with an event, while the Accounting Event Check report shows these items plus the line details that make up each one. For example, if a guest buys a package priced at 1000.00, then the Guest Event Check report shows a 1000.00 package. However, in the corresponding Accounting Event Check report, that 1000.00 is split among the components of the package.

If the Guest Event Check report is for a package event check, then the report includes a Meeting Package section and an Accommodation section. The Meeting Package section displays the meeting package prices. In sections other than the Meeting Package section, if a line item is part of a meeting package, then the line item displays Included instead of a price. If all line items in a section are Included, then the Subtotal value for that section is 0. If all line items in a section are not Included, then the Subtotal value for that section is the sum of the itemized prices.

The Guest Event Check Report is available in views of the Event Checks screen.

Fields in the Guest Event Check Report

Some fields in the Guest Event Check Report are listed in the following table.

Table Guest Event Check Report Fields

Report Field	Comments
Business Type	The type of business of the customer organization. Choices are group and local.
Ext Qty	The extended quantity of the item needed for the function. Displays the same value as Quantity for a parent item and static child line items. In a hierarchical line item, the extended quantity of a child item is calculated as the quantity of the item multiplied by the quantity of the parent item.
Folio #	The number assigned to the folio.
Meeting Package Display Name	If this report is for a package event check, this field displays a list of the names of meeting packages on the event check.
Pkg Type-Occ	Meeting package occupancy type, for example, Standard King-Single.
Status	The status of the event check.
Tax / SC Inclusive	Indicates whether tax and service charge are included in the price.
Total Price	The unit price of an item multiplied by the quantity of the item.
Unit Price	The total price of an item divided by the extended quantity of the item.

Pro Forma Event Check Report

This topic describes the Pro Forma Event Check Report for Siebel Hospitality.

About the Pro Forma Event Check Report

An event check is an invoice for an event. A pro forma event check is a summarized invoice to a customer for all the event check items in a quote. A pro forma event check can include one or multiple event checks, but is associated with only one quote. For more information about event checks, see Generating Event Checks.

The Pro Forma Event Check Report is a summarized invoice of all the items of a quote that are on event checks. For example, if a quote has ten functions and only seven of those functions are on event checks, then only those seven functions appear in the Pro Forma Event Check Report for that quote. The Pro Forma Event Check Report displays all the billable line items on a quote that are on event checks, along with associated service charges and taxes. Event Managers, Operations teams, and Accounting teams can run this report multiple times during each shift on each business day.

Siebel Hospitality can display and print several event check report views, as follows:

Guest view. This is the Guest Event Check report. This report shows the charges that are relevant to the guest. This report lists the customer charges for all applicable items. For more information, see Guest Event Check Report.
Guest summary. This is the Pro Forma Event Check report. This report shows the charges that are relevant to the guest. This report lists the items for all event checks associated with a specific quote.
Accounting View. This is the Accounting Event Check report. This report shows all line items broken down and categorized so all revenues can be tracked against the proper revenue buckets. This report is used internally and not shared with the guest, because every line item is broken down and guests rarely need this level of detail. For more information, see Accounting Event Check Report.

If a meeting package exists on the associated quote, then this report includes a Meeting Package section and an Accommodation section. The Meeting Package section displays the meeting package prices. In sections other than the Meeting Package section, if a line item is part of a meeting package, then the line item displays Included instead of a price. If all line items in a section are Included, then the Subtotal value for that section is 0. If all line items in a section are not Included, then the Subtotal value for that section is the sum of the itemized prices.

The Pro Forma Event Check Report is available in views of the Event Checks screen.

Fields in the Pro Forma Event Check Report

Some fields in the Pro Forma Event Check Report are listed in the following table.

Table Pro Forma Event Check Report Fields

Report Field	Comments
Business Type	The type of business of the customer organization. Choices are group and local.
Check #	Event check number.
Ext Qty	Extended quantity of items purchased.
Folio #	The number assigned to the folio.
Meeting Package Display Name	If meeting packages exist on the quote, this field displays a list of the names of meeting packages from the associated event checks.
Quote #	Number of the quote associated with the event checks on the report.
Pkg Type-Occ	Meeting package occupancy type, for example, Standard King-Single.

Resume Report

This topic describes the Resume Report for Siebel Hospitality.

About the Resume Report

A resume is a collection of all details for a single meeting or event. Each quote has a separate resume. The Resume Report captures and organizes the details of an event. The report includes sleeping room information; billing arrangements; and meeting requirements such as food, beverages, and audio-visual (AV) equipment. The Resume Report can include event details that have not been captured in the Siebel application, and that users must enter manually at the time the report is generated.

For complex groups (those requiring 75 or more sleeping rooms), the Resume Report is typically generated before the arrival of the group. You can run this report for the current date or for any future date. The Resume Report is distributed to all hotel departments and is usually shared with the meeting organizer.

The Resume Report is available in views of the Quotes screen.

Fields in the Resume Report

Some fields in the Resume Report are listed in the following table.

Table Resume Report Fields

Report Field	Comments
Blocked	Room block total associated with the quote.
City Wide	Freeform text field, to be completed by the user. Captures details regarding a city-wide event, which is an event typically involving multiple hotel properties in the same area.
Commissionable Rates	Freeform text field, to be completed by the user. Captures details of commissions related to this event.
Comp Room Policy	Freeform text field, to be completed by the user. Captures details about complimentary rooms associated with this event.
Confidential Rates	Freeform text field, to be completed by the user. Captures details of room rates for this event.
In House	The peak number of attendees who can attend the event.
Pre Key	Y or N, to be completed (circled) by the user. Indicates whether or not to have keys ready at check-in.
Pre-Registration	Y or N, to be completed (circled) by the user. Indicates whether or not to conduct a pre-registration for the event.
Reserved At Cutoff	Data imported from an external reservation system.
Reserved At Pre-Conf	Data imported from an external reservation system.
Reserved At Resume	Data imported from an external reservation system.