21Managing Property-Specific Menus and Packages

Managing Property-Specific Menus and Packages

About Managing Menus and Packages

A menu is a grouping of Food and Beverage (F&B) items that can be sold together but will have an individual price attached to each item. A menu can include only F&B items. A menu can be a fixed-price menu that costs the same regardless of items selected, or a variable-price menu that depends on the items selected. A variable-price menu can include alternate choices with different prices; for example, a salmon entree for U.S. $24.95 or a prime rib entree for U.S. $29.95. In this case, the price for each person will vary depending on the individual selections.

A package is a grouping of items that can include menus, individual F&B items, individual non-F&B items, BEO (Banquet Event Order) items, and other packages. A package is sold as a unit for a set price; individual component items do not have individual prices. A package can have one overall price or a separate price for each person.

Several special types of menus and packages exist in Siebel Hospitality, as follows:

  • Menu Per Person. This menu type provides for one menu for each person. This type can be a set menu, which is a menu with a fixed price for each person, or a split menu, which is a menu with a variable price for each person depending on the items selected.

  • Package Per Person. This package type provides a fixed price for each person where individual item prices are not broken out.

  • Package Each. This package type provides a fixed price for a quantity of 1 of the package, regardless of the number of people.

  • Package Item Price. This package type provides a variable price for each person where individual item prices are broken out.

Menus and packages of these types are property-specific; that is, they are associated with a particular property, and are not generally available throughout the Siebel Hospitality system. If your access to Siebel Hospitality includes access to a property, you can see and work with the menus and packages associated with that property. Menus and packages can be associated with multiple properties through a property cluster, which is a group of properties that are linked to each other in the Siebel system. If your access to Siebel Hospitality includes access to a property cluster, you can see and work with menus and packages associated with all the properties in that cluster.

These types of menus and packages define how menus and packages are priced. Menu and package types also define the behaviors and calculations of multiple fields in parent menus, parent packages, and their child items. For more information about menus and packages pricing, see Types of Menus and Packages. For more information about menus and packages field behaviors and calculations, see Menu and Package Types Reference.

As a property manager or booking agent, you are responsible for managing property-specific menus and packages. You can add pre-structured menus and packages to functions that are associated with quotes and orders. You can modify menus, packages, menu and package product line items, and menu and package price line items. You can substitute products if the primary selected product runs out. You can create new menus and packages from component products. You can also track sales statistics for menus and packages.

Process of Associating Menus and Packages with Functions

This topic lists the tasks typically performed by property managers and booking agents to associate property-specific menus and packages with specific functions. Your company might follow a different process according to its business requirements.

To associate property-specific menus and packages with functions, perform the following procedures:

  1. Displaying Quote and Order Functions

  2. Adding Menu and Package Line Items to a Function

  3. Adding Menu and Package Line Items to Event Checks

    Displaying Quote and Order Functions

    You add menus and packages to functions as function line items. A function can be associated with a quote or order. You can access functions associated with specific quotes from the Quotes screen. You can access functions associated with specific orders from the Orders screen. For more information about functions associated with quotes, see Managing Functions Associated with Quotes. For more information about functions associated with orders, see Creating Function Orders.

    Note: You can also add a menu, package, menu item, or event order item to an event check as a line item and associate it with a function. For more information, see Adding Menu and Package Line Items to Event Checks.

    This task is a step in Process of Associating Menus and Packages with Functions.

    To display quote functions

    1. Navigate to the Quotes screen, then the List view.

    2. Identify a quote that includes the function to which to add a menu or package.

    3. Drill down on the Name field.

    4. Click the Functions view tab.

    To display order functions

    1. Navigate to the Orders screen, then the Event Order view.

    2. Identify an order that includes the function to which to add a menu or package.

    3. Drill down on the Name field.

    4. Click the Functions view tab.

      Adding Menu and Package Line Items to a Function

      You add a menu, package, menu item, or event order item to a function by associating it with the function as a function line item. You can do this in several ways, as described in the following table and in subsequent procedures in this topic.

      Table Adding Line Items to a Function

      To add a line item by: Follow this procedure:

      Selecting a single product from a list of available products.

      To add line items to a function with the New button

      Selecting multiple products from a list of available products.

      To add line items to a function with the Add Items button

      Selecting one or more products from a list of products you create from filter criteria.

      To add line items to a function with the Search form

      Adding a single product by specifying the Product Code, Product Name, or Display Name of the product.

      To add line items to a function with the Quick Add form

      This task is a step in Process of Associating Menus and Packages with Functions.

      To add line items to a function with the New button

      1. Display a list of functions associated with quotes or orders.

        For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

      2. In the Function list, select the function to which to add a menu or package.

      3. Click the Line Items subview tab.

      4. In the Line Items list, click New.

      5. In the new record, click the multiple select button of the Item field.

      6. In the Pick Line Item dialog box, do the following:

        1. In the Type field, select one of the menu or package types listed in the table that follows and click Go.

          Type Comments

          Menu Per Person

          One menu for each person. The price can be a fixed price for each person, or a variable price for each person depending on the items selected.

          Package Each

          Fixed price for a quantity of 1 of the package, regardless of the number of people.

          Package Item Price

          Variable price for each person where individual item prices are broken out.

          Package Per Person

          Fixed price for each person where individual item prices are not broken out.

        2. In the resulting list, select a menu or package record to add to the function and click OK.

        The menu or package record appears in the Line Items list. If the menu or package has associated child products, it displays a folder icon.

      7. To view the component child items of the menu or package, expand the folder.

      To add line items to a function with the Add Items button

      1. Display a list of functions associated with quotes or orders.

        For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

      2. In the Function list, select the function to which to add line items.

      3. Click the Line Items subview tab.

      4. In the line items list, click Add Items.

        Siebel Hospitality displays the Pick Products dialog box.

      5. In the Pick Products dialog box, do the following:

        1. Identify and select each product to add as a line item by entering a value in the Order Qty field of the product.

        2. Click Add.

          The products you selected appear in the list in the lower part of the dialog box.

        3. Click OK.

        Siebel Hospitality displays the Function Line Items view with the products you selected added as line items.

      To add line items to a function with the Search form

      1. Display a list of functions associated with quotes or orders.

        For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

      2. In the Function list, select the function to which to add line items.

      3. Click the Line Items subview tab.

      4. Scroll down to the end of the screen.

      5. In the Search form, enter criteria for the products to add to the current function as line items and click Search.

        The products that match your criteria appear in the Results list after the Search form.

      6. In the Results list, select the products to add as line items and click Add Item.

        Siebel Hospitality displays the Line Items list with the products you selected added as line items.

      To add line items to a function with the Quick Add form

      1. Display a list of functions associated with quotes or orders.

        For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

      2. In the Function list, select the function to which to add line items.

      3. Click the Line Items subview tab.

      4. Scroll down to the end of the screen.

      5. In the Quick Add form, enter the Product Code, Product Name, or Display Name for the product to add to the current function as a line item.

        The products that match your criteria appear in the Results list after the Search form.

      6. Click Add Item.

        Siebel Hospitality displays the Line Items list with the product you specified added as a line item.

        Adding Menu and Package Line Items to Event Checks

        You can add menus and packages to an event check as line items and associate these line items with specific functions. For more information about line items in event checks, see Adding, Changing, and Recalculating Event Check Line Items.

        After you add a menu or package to a line item in an event check, you can:

        However, you cannot create custom menus or packages for event check functions.

        This task is a step in Process of Associating Menus and Packages with Functions.

        To add a menu or package line item to an event check

        1. Navigate to the Event Checks screen, Event Checks List view.

        2. In the Event Checks list, query for and select the required event check.

        3. Click the link in the Event Check number (#) field, and then click the Functions view tab.

        4. In the Functions list, select the function for which to add line items.

        5. Scroll down to the Line Items list, and create a new record:

          1. In the Item field, select a menu or package.

          2. Complete the other fields, as required.

          Process of Managing Menus and Packages

          This topic lists the tasks typically performed by property managers and booking agents when managing property-specific menus and packages for a function. Your company might follow a different process according to its business requirements.

          To manage property-specific menus and packages for a function, perform the following procedures:

            Editing Function Menus, Packages, and Line Items

            You can modify the details of menus, packages, and their child product items that are associated with functions.

            This task is a step in Process of Associating Menus and Packages with Functions.

            To edit a function menu or package and line items

            1. Display a list of functions associated with quotes or orders.

              For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

            2. In the Function list, select the function in which to edit a menu or package.

            3. Click the Line Items subview tab.

            4. In the line items list, select the menu, package, or component product to edit.

            5. Change the values of the fields as required. Some fields are described in the table that follows.

              Note: The behaviors and calculations of many fields are affected by the menu or package type. For more information about field calculations and behaviors in the various types of menus and packages, see Menu and Package Types Reference.

              Field Comments

              Item

              Shows an Explorer-type hierarchy. For a single item, displays a document icon. For a menu or package with child items, displays a folder icon. When you add a menu or package as a line item, the whole hierarchy is added and becomes visible.

              Available selection changes dynamically with the value in the Grouping field. If you try to edit or replace a child item within a menu or package, the Pick Line Item dialog box displays only the items with the same Grouping as the selected menu or package child item. However, if you click Show All Products, the Pick Line Item dialog box displays one of the following lists:

              • If the parent of the selected child item is a package, the Pick Line Item dialog box displays all the items associated with the current property irrespective of their Grouping values.

              • If the parent of the selected child item is a menu, the Pick Line Item dialog box displays all the menu items associated with current property, irrespective of their Grouping values.

              Product Type

              Read only. Type of menu or package. Determines the pricing method.

              • Menu Per Person. One menu for each person. The price can be a fixed price for each person, or a variable price for each person depending on the items selected.

              • Package Each. Fixed price for a quantity of 1 of the package, regardless of the number of people.

              • Package Item Price. Variable price for each person where individual item prices are broken out.

              • Package Per Person. Fixed price for each person where individual item prices are not broken out.

              Grouping

              Read only. Identifies related groups of products. Allows you to do searches for products classified by related groups. For example, Dinner could be a menu grouping, and this would help you to find all the dinner menus that are available in a property.

              Resource Type

              Read only. Possible values are as follows:

              • Critical. Item is necessary for an event to occur. The application tries to reserve this item when a quote is created.

              • General. Item is noncritical; that is, not necessary for an event to occur.

              • Non Critical. Item is noncritical; that is, not necessary for an event to occur.

              Qty

              How many products are included in this line item.

              Extended Quantity

              Displays the same value as Qty for parent and static child line items. Calculated for per person child line items. The calculation is parent quantity multiplied by child quantity.

              The default value of Extended Quantity for a Package Per Person or a Menu Per Person is generated by the value of Best Attendance. For example, when you add a menu per person to a function that has 50 expected attendees, the default value of Extended Quantity for the menu per person is 50. For more information about Best Attendance, see Best Attendance Field.

              Negotiated Price

              Price for this line item that has been negotiated with the customer, if different from the List Price. Can be a discounted price. The presence of both this field and the Discount Amount field allow you to specify both a discounted price and an amount for a discount, independently of each other, if required.

              Editable for line items that have prices, null and read only for fields that do not have prices. For example, in a Package Per Person, the child items are not priced but the parent package is priced. Therefore, in the child items, this field is read only, but in the parent package, this field editable.

              Discount Amount

              Amount of any discount that can apply to this product. You can specify a Discount Amount or a Discount %, but not both for the same item. If Discount Amount is specified, Discount % is null.

              The presence of both this field and the Negotiated Price field allow you to specify both a discounted price and an amount for a discount, independently of each other, if required.

              Discount %

              Percent of the discount to be applied to a line item price. You can specify a Discount % or a Discount Amount, but not both for the same item. If Discount % is specified, Discount Amount is null.

              Unit Net Price

              Calculated from the Negotiated Price or the List Price.

              If the Negotiated Price is null, the calculation is one of the following:

              • List Price minus (List Price multiplied by Discount %)

              • ist Price minus Discount Amount

              If the Negotiated Price is not null, the calculation is one of the following:

              • Negotiated Price minus (Negotiated Price multiplied by Discount %)

              • egotiated Price minus Discount Amount

              Extended Net Price

              Calculated. Displays the Unit Net Price multiplied by the Extended Quantity.

              Fixed

              Read only. If selected, you cannot add new items to, alter the structure of, or change the quantities of the menu or package.

              Per Person Allocation

              Amount of revenue per person to allocate to a related revenue subcategory. Read only and null for a Package Per Person, Package Each, or Package Item Price. For more information about allocations, see Revenue Allocations for Menus and Packages.

              Split Pricing

              Applies to menus only. If selected, indicates a split menu. If the Split Pricing check box of any child menu item is selected, the Split Pricing check box of the parent item is automatically selected. Read only at the parent menu level. Editable at the child item level.

              Service Charge Inclusive

              If selected, the service charge is included in the List Price. If cleared, the List Price does not include the service charge.

              Tax Inclusive

              If selected, tax is included in the List Price. If cleared, the List Price does not include tax.

              Substitutes

              Allows you to select from a list of products that can be substituted for the current product, if specified by the administrator. Selecting a substitute product in this field might update other fields in this line item with information from the substitute product record.

              Recommendation Message

              Read only. Message that you can use to influence a customer to buy the product. For example, if the product is an entree, this field might specify a wine that is compatible.

            6. To edit a child item in a menu or package, expand the folder icon in the Item field, and repeat Step 4 through Step 5.

              Adding Product Line Items to a Menu or Package

              You can add more child product items to a menu or package that is associated with a quote or an order.

              This task is a step in Process of Associating Menus and Packages with Functions.

              To add a product line item to a menu or package

              1. Display a list of functions associated with quotes or orders.

                For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

              2. In the Function list, select the function that contains the menu or package to which to add child items.

              3. Click the Line Items subview tab.

              4. In the line items list, identify the parent menu or package to which to add child items.

              5. In the line items list, select a child item of the parent menu or package to which to add child items.

              6. Click New.

              7. In the new record, click the multiple select button of the Item field.

                The Pick Line Item dialog box appears.

              8. In the Pick Line Item dialog box, do one of the following:

                • If the parent record is a package, in the Type field, select one of the product types listed in the table that follows and click Go.

                  Type Comments

                  Event Order Item

                  Non-F&B-related simple products.

                  Menu Item

                  F&B-related simple products.

                  Menu Per Person

                  Menus that provide one menu for each person.

                  Package Each

                  Packages with a fixed price for a quantity of 1 of the package, regardless of the number of people.

                  Package Item Price

                  Packages with a variable price for each person where individual item prices are broken out.

                  Package Per Person

                  Packages with a fixed price for each person where individual item prices are not broken out.

                • If the parent record is a menu, in the Type field, select Menu Item and click Go.

              9. In the resulting list, select the item to add to the selected menu or package and click OK.

                Another child item is added to the parent menu or package of the currently selected child item.

                For example, suppose a parent package named Decor Package has a Centerpiece child item. When you select Centerpiece and click New, the new item is added as a child item of the Decor Package.

                Creating a Custom Menu or Package for a Function

                In addition to adding existing menus and packages as function line items, and modifying them as necessary, you can create entirely new menus and packages in the Function Line Items views. Menus and packages created in this way will not be available to all functions associated with the current property, but only to the specific function in which you create them.

                This task is a step in Process of Associating Menus and Packages with Functions.

                To create a custom menu or package for a function

                1. Display a list of functions associated with quotes or orders.

                  For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

                2. In the Function list, select the function in which to create a custom menu or package.

                3. Click the Line Items subview tab.

                4. On the Line Items tab, click Menu and choose Create Custom Menu/Package.

                5. In the Create Custom Menu/Package dialog box, complete the fields. Some fields are listed in the table that follows.

                  Field Comments

                  Type

                  Type of menu or package to create.

                  • Menu Per Person. One menu for each person. The price can be a fixed price for each person, or a variable price for each person depending on the items selected.

                  • Package Per Person. Fixed price for each person where individual item prices are not broken out.

                  • Package Each. Fixed price for a quantity of 1 of the package, regardless of the number of people.

                  • Package Item Price. Variable price for each person where individual item prices are broken out.

                  Number of Items

                  Number of child items to be included in the menu or package.

                6. Click OK.

                  Siebel Hospitality redisplays the Line Items list with the parent menu or package item and its child items that you specified.

                7. In each of the new line items, complete the fields as required.

                  For descriptions of some fields in the Function Line Items views, see Editing Function Menus, Packages, and Line Items.

                  Automatically Calculating Allocations for Packages

                  You can have Siebel Hospitality automatically set per person allocations for packages. Siebel Hospitality distributes allocations according to revenue contribution percentages calculated from list prices. You can then manually update these automatically calculated per person allocations at any time. You can also overwrite any existing allocations with the allocations.

                  The allocations calculation functionality is disabled under the following conditions:

                  • A parent package record is not selected.

                  • The selected package is or contains a package of the type Package Item Price.

                  • The selected package contains a split menu.

                  For more information about revenue allocations and the calculations that Siebel Hospitality performs, see Revenue Allocations for Menus and Packages.

                  This task is a step in Process of Associating Menus and Packages with Functions.

                  To automatically calculate allocations for a package

                  1. Display a list of functions associated with quotes or orders.

                    For more information, see Displaying Quote and Order Functions.

                  2. In the Function list, select the function in which to set automatic allocations for a package.

                  3. Click the Line Items subview tab.

                  4. In the line items list, select the package for which to set automatic allocations.

                  5. Click Menu and choose Set System Allocation.

                    Siebel Hospitality calculates the allocations and updates the appropriate fields in the line item. A per person allocation is calculated for each child item from the unit net price of the parent item. The formula is as follows:

                    (total of the child item unit net prices) divided by (unit net price of the child item) multiplied by parent package unit net price

                  6. Click Menu and choose Validate Allocation.

                    Siebel Hospitality verifies that the cumulative sum of per person allocations equals the ultimate parent package's unit net price.

                    Displaying Menu or Package Revenue Estimates

                    Siebel Hospitality can display an estimate of how much revenue a menu or package associated with a function will yield, and how much revenue each child item will contribute. For more information about displaying revenue estimates, see Reviewing Revenue Estimates for Quote Functions.

                    Siebel Hospitality performs revenue calculations as follows:

                    • Simple products. The revenue estimate is based on the extended net price.

                    • Menus without split items. The revenue estimate is based on the extended net price.

                    • Split menus. The revenue is calculated only for the split menu items, according to their respective extended net prices.

                    • Packages. The revenue is calculated for the child package items from the per person allocation multiplied by the extended quantity of the root (ultimate parent) package.

                    For examples of revenue estimate calculations, see Revenue Estimate Examples for Menus and Packages.

                    This task is a step in Process of Associating Menus and Packages with Functions.

                      Substituting Products in a Menu or Package

                      You can view and select all products that are available as substitutes for the child items in a menu or package.

                      This task is a step in Process of Associating Menus and Packages with Functions.

                      To substitute a product in a menu or package

                      1. Navigate to the Functions screen, then the Function List view.

                      2. In the Function list, select the function with the menu or package whose products you want to substitute.

                      3. Click the Line Items view tab.

                      4. In the line items list, select the child product of the menu or package for which to substitute another product.

                      5. Click the Substitute Products subview tab.

                        If substitute products are available for this product, Siebel Hospitality displays them in the Substitute Products list.

                      6. Select an item to substitute for the selected Line Items list item and click Substitute.

                        The record you selected in the Substitutes list replaces the current function line item.

                        Note: If the Fixed check box of the current package or menu is selected, or if no substitutes are available for the selected item, the Substitute button is disabled.

                        Looking Up How Many Times a Menu Was Sold

                        You can look up how many times a menu has been sold to your customers. For example, you might want to know how many times Spring Wedding menu has been sold at your property. Depending on the findings, you might delete or modify the Spring Wedding menu.

                        This task is a step in Process of Associating Menus and Packages with Functions.

                        To look up how many times a menu was sold

                        1. Display a list of functions associated with quotes.

                          For more information, see To display quote functions.

                        2. In the Function list, select the function associated with the menu whose sales numbers you want to look up.

                        3. Click the Line Items subview tab.

                        4. In the line items list, select the menu for which you want to look up how many times it has been sold.

                        5. Click Menu Match.

                          Siebel Hospitality displays the Category Line Items list, which is filtered by the field value criteria listed in the table that follows.

                          Field Criteria

                          Product Type

                          Menu Per Person or Menu Item

                          Function Date

                          Date of the function from which you have navigated

                          Parent Quote Property

                          Property associated with the quote from which you have navigated

                          The Category Line Items list displays all the menus and menu items that have been sold on that day, and their quantities. For example, if the day of the current function is 1/1/10, the list shows all the menus and menu items for all the functions that occur on 1/1/10.

                          Revenue Estimate Examples for Menus and Packages

                            Example Package Per Person or Package Each Revenue Estimate

                            In this example, the ultimate parent package is a Package Per Person or a Package Each. This ultimate parent package has a unit net price of $75. You must manually set the per person allocations of the child items to equal $75. The quantity of each child item is irrelevant to the revenue estimating process. The line item details of this example are displayed in the following table.

                            Table Package Per Person or Package Each Example Details

                            Level 1

                            Level 2

                            Level 3

                            Unit Net Price

                            Ext Net Price

                            Qty

                            Extended Qty

                            Per Person Allocation

                            Revenue Category

                            Revenue Estimate

                            Package 1

                            Not appli-cable

                            Not appli-cable

                            75.00

                            375.00

                            1

                            5

                            Not applicable

                            Not appli-cable

                            Not appli-cable

                            Event Order Item 1

                            Not appli-cable

                            Not appli-cable

                            Not appli-cable

                            10

                            10

                            20.00

                            Audio-visual

                            100.00

                            Event Order Item 2

                            Not appli-cable

                            Not appli-cable

                            Not appli-cable

                            1

                            1

                            10.00

                            Audio-visual

                            50.00

                            Event Order Item 3

                            Not appli-cable

                            Not appli-cable

                            Not appli-cable

                            1

                            1

                            30.00

                            Rental

                            150.00

                            Package 2

                            Not appli-cable

                            Not appli-cable

                            Not appli-cable

                            2

                            2

                            Not applicable

                            Not appli-cable

                            Not appli-cable

                            Event Order Item 4

                            Not appli-cable

                            Not appli-cable

                            2

                            4

                            5.00

                            Food

                            25.00

                            Event Order Item 5

                            Not appli-cable

                            Not appli-cable

                            1

                            2

                            10.00

                            Audio-visual

                            50.00

                            The revenue estimates for the various revenue categories are listed in the following table.

                            Table Package Per Person or Package Each Example Revenue Estimates

                            Revenue Categories Revenue Estimate

                            Audiovisual

                            200.00

                            Rental

                            150.00

                            Food

                            25.00

                              Example Package Item Price Revenue Estimate

                              In this example, the ultimate parent package is a package item price. Siebel Hospitality does pricing and revenue estimating on each child item individually and ignores the parent package item price. The line item details of this example are displayed in the following table.

                              Table Package Item Price Example Details

                              Level 1

                              Level 2

                              Level 3

                              Unit Net Price

                              Ext Net Price

                              Qty

                              Extended Qty

                              Per Person Allocation

                              Revenue Category

                              Revenue Estimate

                              Package 1

                              Not appli-cable

                              Not appli-cable

                              Not appli-cable

                              Not appli-cable

                              1

                              1

                              Not applicable

                              Not appli-cable

                              Not appli-cable

                              Event Order Item 1

                              Not appli-cable

                              5.00

                              50.00

                              10

                              10

                              Not applicable

                              Audio-visual

                              50.00

                              Menu

                              Not appli-cable

                              5.00

                              100.00

                              20

                              20

                              Not applicable

                              Food

                              100.00

                              Menu Item 1

                              Not appli-cable

                              Not appli-cable

                              1

                              20

                              Not applicable

                              Not appli-cable

                              Not appli-cable

                              Menu Item 2

                              Not appli-cable

                              Not appli-cable

                              1

                              20

                              Not applicable

                              Not appli-cable

                              Not appli-cable

                              Package 2

                              50.00

                              100.00

                              2

                              2

                              Not applicable

                              Not appli-cable

                              Not appli-cable

                              Event Order Item 2

                              Not appli-cable

                              Not appli-cable

                              2

                              4

                              40.00

                              Food

                              80.00

                              Event Order Item 1

                              Not appli-cable

                              Not appli-cable

                              1

                              2

                              10.00

                              Food

                              20.00

                              The revenue estimates for the various revenue categories are listed in the following table.

                              Table Package Item Price Example Revenue Estimates

                              Revenue Categories

                              Revenue Estimates

                              Audiovisual

                              50.00

                              Rental

                              0

                              Food

                              200.00

                                Example Menu Per Person Set Price Revenue Estimate

                                In this example, the parent package is a set price menu. The menu has a price and a revenue category. There are no per person allocations. The revenue estimate equals the extended net price of the menu. The line item details of this example are displayed in the following table.

                                Note: If the menu is a child item of a Package Each or a Package per Person, it might have a per person allocation. In this case, the revenue estimate is based on the per person allocation.

                                Table Set Price Menu Example Details

                                Level 1

                                Level 2

                                Extended Net Price

                                Qty

                                Extended Qty

                                Per Person Allocation

                                Revenue Category

                                Revenue Estimate

                                Set Menu

                                Not applicable

                                100.00

                                1

                                20

                                Not applicable

                                Food

                                100.00

                                Menu Item 1

                                Not applicable

                                1

                                20

                                Not applicable

                                Not applicable

                                Not applicable

                                Menu Item 2

                                Not applicable

                                1

                                20

                                Not applicable

                                Not applicable

                                Not applicable

                                The revenue estimates for the various revenue categories are listed in the following table.

                                Table Set Price Menu Example Revenue Estimates

                                Revenue Categories Revenue Estimates

                                Audiovisual

                                0

                                Rental

                                0

                                Food

                                100.00

                                  Example Menu Per Person Split Price Revenue Estimate

                                  In this example, the parent package is a split price menu. The price of the menu depends on the selections the customer makes. Here the customer can either choose Menu Item 1 or Menu Item 2. Each item has a price and a revenue category. The revenue estimate is equal to the extended net price of the split items. The line item details of this example are displayed in the following table.

                                  Table Split Price Menu Example Details

                                  Level 1

                                  Level 2

                                  Split

                                  Split Price

                                  Extended Price

                                  Qty

                                  Extended Qty

                                  Per Person Allocation

                                  Revenue Category

                                  Revenue Estimate

                                  Split Menu

                                  Not appli-cable

                                  Not appli-cable

                                  Not appli-cable

                                  Not appli-cable

                                  1

                                  1

                                  Not applicable

                                  Not appli-cable

                                  Not appli-cable

                                  Menu Item 1

                                  Yes

                                  50.00

                                  1000.00

                                  20

                                  20

                                  Not applicable

                                  Food

                                  1000.00

                                  Menu Item 2

                                  Yes

                                  40.00

                                  1200.00

                                  30

                                  30

                                  Not applicable

                                  Food

                                  1200.00

                                  The revenue estimates for the various revenue categories are listed in the following table.

                                  Table Split Price Menu Example Revenue Estimates

                                  Revenue Categories Revenue Estimates

                                  Audiovisual

                                  0

                                  Rental

                                  0

                                  Food

                                  2200.00

                                    Menu and Package Types Reference

                                    The following topics provide examples and details of the various types of property-specific menus and packages, as follows:

                                      Package Per Person Reference

                                      A Package Per Person provides a method of mixing different types of items, such as a Package Each and a Per Person, into one package. In this way, a Package Per Person can show a realistic representation of child menus or packages broken into a per person basis, while taking into account static price items.

                                        Example of a Package Per Person

                                        In a Package Per Person, the Unit Net Price, Extended Price, Negotiated Price, Discount %, and Net Discount values apply only to the parent package. For child items, these values are not displayed and the fields are read only.

                                        The following table shows an example of a package per person with an expected quantity of 50. In the table, Extended Quantity is the calculated rollup.

                                        Table Example of Package Per Person

                                        Parent

                                        Child

                                        Quantity

                                        Extended Quantity

                                        List Price

                                        UOM

                                        Unit Net Price

                                        Extended Price

                                        Negotiated Price

                                        Discount %

                                        Net Discount

                                        Per Person Allocation

                                        Package

                                        Not appli-cable

                                        50

                                        50

                                        60.00

                                        Per Person

                                        60.00

                                        3000.00

                                        0

                                        0

                                        0

                                        Not appli-cable

                                        Menu

                                        1

                                        50

                                        50.00

                                        Per Person

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        30.00

                                        Audio-visual

                                        1

                                        1

                                        400.00

                                        Each

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        15.00

                                        Ice Sculp-ture

                                        2

                                        2

                                        100.00

                                        Each

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        Not appli-cable

                                        15.00

                                          Package Per Person Field Behaviors

                                          This topic describes the behaviors and internal calculations that Siebel Hospitality performs for selected fields in a Package Per Person and its child items. These behaviors are typical of the Package Per Person package type.

                                          Quantity Field

                                          For the parent package, set to the # Guaranteed or Expected, in that order, when either of these fields is changed. If Guaranteed is null, Expected is used. For child items, the default value is set up by the administrator.

                                          Extended Quantity Field

                                          For the parent package and static child items, displays the same value as Quantity. For each child line item that is a per person item (that is, where UoM is equal to Person), Extended Quantity is calculated as parent Quantity multiplied by child item Quantity, where parent Quantity is equal to Best Attendance. For the parent package and static child line items, this calculation is not done and the Extended Quantity is the same as Quantity.

                                          The Quantity of the parent item and of the child items can also be manually modified. If the parent is a package per person, the parent Quantity behaves as if the UoM is equal to Per Person even if this is not explicitly specified on the parent record.

                                          Using example values from the table in Example of a Package Per Person, the Extended Quantity is calculated as shown in the following table.

                                          Table Extended Quantity Calculations Example

                                          Parent Child UOM Quantity Calculation Extended Quantity

                                          Package

                                          Not applicable

                                          Per Person

                                          50

                                          50

                                          50

                                          Menu

                                          Per Person

                                          1

                                          1 multiplied by 50

                                          50

                                          Audiovisual

                                          Each

                                          1

                                          1 multiplied by 1

                                          1

                                          Ice Sculpture

                                          Each

                                          2

                                          2 multiplied by 1

                                          2

                                          Best Attendance Field

                                          If Actual is not null, Best Attendance is equal to Actual. If Actual is null and Guaranteed is not null, Best Attendance is equal to Guaranteed. If Actual and Guaranteed are both null and Projected is not null, Best Attendance is equal to Projected. If Actual, Guaranteed, and Projected are all null, Best Attendance is equal to Expected.

                                          Unit Net Price Field

                                          Unit Net Price is calculated as follows:

                                          If Negotiated Price is null, the calculation is one of the following:

                                          • List Price minus (List Price multiplied by Discount %)

                                          • List Price minus Discount Amount

                                          If Negotiated Price is not null, the calculation is one of the following:

                                          • Negotiated Price minus (Negotiated Price multiplied by Discount %)

                                          • Negotiated Price minus Discount Amount

                                          Extended Net Price Field

                                          Extended Net Price is calculated as Extended Quantity multiplied by Unit Net Price for both the parent package and the child line items.

                                          Using example values from the table in Example of a Package Per Person, the Extended Price is calculated as shown in the following table.

                                          Table Extended Price Calculations Example

                                          Parent Child Extended Quantity Unit Net Price Calculation Extended Price

                                          Package

                                          Not applicable

                                          50

                                          60.00

                                          50 multiplied by 60

                                          $3000.00

                                          Menu

                                          50

                                          50.00

                                          50 multiplied by 50

                                          $2500.00

                                          Audiovisual

                                          1

                                          400.00

                                          1 multiplied by 400

                                          $400.00

                                          Ice Sculpture

                                          2

                                          100.00

                                          2 multiplied by 100

                                          $200.00

                                          Discount % Field

                                          Percent of the discount to be applied to a line item price. You can specify a Discount % or a Discount Amount, but not both for the same item. If Discount % is specified, Discount Amount is null.

                                          Discount Amount Field

                                          Amount of the discount to be applied to a line item price. You can specify a Discount % or a Discount Amount, but not both for the same item. If Discount Amount is specified, Discount % is null.

                                          Non Discounted Extended Price Field

                                          If Negotiated Price is null, the value is calculated as List Price multiplied by Extended Qty. If Negotiated Price is not null, the value is calculated as Negotiated Price multiplied by Extended Qty.

                                          Net Discount Field

                                          The value is calculated as Non Discounted Extended Price minus Extended Net Price.

                                          Per Person Allocation Field

                                          For the parent package, this field is read-only and null, because allocations are normally calculated for the child records. For a per person child item, holds the allocated value of the revenue from that item. For child items, the default value is the allocations value defined by the administrator. For the package, the value equals the Net Price. Users can update the Per Person Allocation fields of the child items.

                                          Caution: When a discount is applied to a package, the List Price will not equal the Net Price, so these numbers must be manually adjusted to make sure the child item allocations add up to the Allocated value for the package.
                                          Function Total Field

                                          The Function Total field is located in the function record, and shows total value of the function. The value in this field includes the extended net prices of the parent package and does not include the extended net prices of the child package items.

                                            Package Item Price Reference

                                            In a Package Item Price, pricing occurs on a unit basis. The Total Header Price is not displayed on the Event Order Report or in the Siebel Hospitality UI. The child line item prices are displayed on the BEO Report. Discounts are applied to individual child line items, and their net results will be displayed through the Unit Net Price.

                                              Example of a Package Item Price

                                              A typical example of an item price package is a Cash Bar. As shown in the following table, the Unit Net Price, Extended Price, Discount %, Net Discount, and Per Person Allocation fields are Null and read-only for the parent package. These fields apply only to the child line items.

                                              Table Example of Package Item Price

                                              Parent

                                              Child

                                              Quantity

                                              Extended Quantity

                                              List Price

                                              UOM

                                              Unit Net Price

                                              Extended Price

                                              Discount %

                                              Net Discount

                                              Per Person Allocation

                                              Package

                                              Not appli-cable

                                              1

                                              1

                                              Not appli-cable

                                              Each

                                              Not appli-cable

                                              Not appli-cable

                                              Not appli-cable

                                              Not appli-cable

                                              Not appli-cable

                                              Beer

                                              1

                                              1

                                              5

                                              Each

                                              5.00

                                              5.00

                                              0%

                                              0

                                              Not appli-cable

                                              Wine

                                              1

                                              1

                                              10

                                              Each

                                              10.00

                                              5.00

                                              50%

                                              5.00

                                              Not appli-cable

                                              Cordials

                                              1

                                              1

                                              3

                                              Each

                                              3.00

                                              3.00

                                              0%

                                              0

                                              Not appli-cable

                                                Package Item Price Field Behaviors

                                                This topic describes the behaviors and the internal calculations that Siebel Hospitality performs for selected fields in a Package Item Price and its child items. These behaviors are typical of the Package Item Price package type.

                                                Extended Quantity Field

                                                Because only static child line items exist in a Package Item Price package, the Extended Quantity for the parent package equals the Quantity. The Extended Quantity for a child line item is calculated as Parent Quantity multiplied by Child Quantity.

                                                Using values from the table in Example of a Package Item Price, the Extended Quantities are calculated as shown in the following table.

                                                Table Extended Quantity Calculations Example 1

                                                Parent Child Quantity Extended Quantity

                                                Cash Bar

                                                Not applicable

                                                1

                                                1

                                                Beer

                                                1

                                                1

                                                Wine

                                                1

                                                1

                                                Cordials

                                                1

                                                1

                                                If the parent package quantity is 4, the Extended Quantities are calculated as shown in the following table.

                                                Table Extended Quantity Calculations Example 2

                                                Parent Child Quantity Extended Quantity

                                                Cash Bar

                                                Not applicable

                                                4

                                                4

                                                Beer

                                                1

                                                4

                                                Wine

                                                1

                                                4

                                                Cordials

                                                1

                                                4

                                                For a child item that is a complex product with UoM is equal to Per Person under the Package Item Price and # of Attendees is equal to 30, the Extended Quantities are calculated as shown in the following table.

                                                Table Extended Quantity Calculations Example 3

                                                Parent Child Grandchild Quantity Extended Quantity

                                                Cash Bar

                                                Not applicable

                                                Not applicable

                                                1

                                                1

                                                Menu Per Person

                                                Not applicable

                                                30

                                                30

                                                Wine

                                                1

                                                30

                                                Chicken

                                                1

                                                30

                                                Unit Net Price Field

                                                For Package Item Price packages, the Unit Net Price calculation occurs only at the child item level. The Unit Net Price for a child line item is calculated as Parent Quantity multiplied by Child List Price.

                                                Using values from the table in Example of a Package Item Price, the Unit Net Prices are calculated as shown in the following table.

                                                Table Unit Net Price Calculations Example

                                                Parent Child List Price Quantity Calculation Unit Net Price

                                                Cash Bar

                                                Not applicable

                                                Not applicable

                                                1

                                                Not applicable

                                                $18.00

                                                Beer

                                                $5.00

                                                1

                                                5 multiplied by 1

                                                $5.00

                                                Wine

                                                $10.00

                                                1

                                                10 multiplied by 1

                                                $10.00

                                                Cordials

                                                $3.00

                                                1

                                                3 multiplied by 1

                                                $3.00

                                                Extended Net Price Field

                                                For Package Item Price packages, the Extended Net Price calculation occurs only on the child level. The Extended Net Price for a child line item is calculated as Child Extended Quantity multiplied by Child Unit Net Price.

                                                Using values from the table in Example of a Package Item Price, the Unit Net Prices are calculated as shown in the following table.

                                                Table Extended Net Price Calculations Example

                                                Parent Child Extended Quantity Unit Net Price Calculation Extended Net Price

                                                Cash Bar

                                                Not applicable

                                                1

                                                Not applicable

                                                Not applicable

                                                Not applicable

                                                Beer

                                                3

                                                $5.00

                                                3 multiplied by 5

                                                $15.00

                                                Wine

                                                1

                                                $10.00

                                                1 multiplied by 10

                                                $10.00

                                                Cordials

                                                1

                                                $3.00

                                                1 multiplied by 3

                                                $3.00

                                                Per Person Allocation Field

                                                For Package Item Price packages, the Per Person Allocation calculation occurs only on the child level. A Per Person Allocation field of a child line item might or might not have a value, depending on the Product Type of the child line item.

                                                For example, if the child item is a Menu, the Per Person Allocation field is not used. If, however, the child item is a Package Per Person, then the Per Person Allocation field of the child item follows the Package Per Person rules. That is, the total Per Person Allocation sums up to the Net Price of the Package Per Person.

                                                Function Total Field

                                                The Function Total field is located in the function record. This field shows the total value of the function. The Function Total field value includes the Extended Net Prices of the child items, but not the Extended Net Price of the parent package, which is null.

                                                  Package Each Reference

                                                  Package Each is the reverse of Package Item Price and similar to the Package Per Person. The Total Header Price is required, while the child line item prices do not roll up to the parent price. However, unlike the Package Per Person, all child line items of a Package Each must be of UoM is equal to Each.

                                                    Example of a Package Each

                                                    In a Package Each, the Unit Net Price, Extended Price, Negotiated Price, Discount %, and Net Discount values apply only to the parent package. For child items, these values are not displayed and the fields are read only.

                                                    The following table shows an example of a package each with an expected quantity of 10.

                                                    Table Example of Package Each

                                                    Parent

                                                    Child

                                                    Quantity

                                                    Extended Quantity

                                                    List Price

                                                    UOM

                                                    Negotiated Price

                                                    Discount %

                                                    Unit Net Price

                                                    Extended Net Price

                                                    Net Discount

                                                    Per Person Allocation

                                                    Package

                                                    Not appli-cable

                                                    20

                                                    20

                                                    160.00

                                                    Each

                                                    150.00

                                                    10%

                                                    $135.00

                                                    $2700.00

                                                    300.00

                                                    Speaker

                                                    1

                                                    20

                                                    50.00

                                                    Each

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    100.00

                                                    Projector

                                                    1

                                                    20

                                                    70.00

                                                    Each

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    30.00

                                                    Flip Chart

                                                    1

                                                    20

                                                    40.00

                                                    Each

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    Not appli-cable

                                                    5.00

                                                      Package Each Field Behaviors

                                                      This topic describes the behaviors and internal calculations that Siebel Hospitality performs for selected fields in a Package Each and its child items. These behaviors are typical of the Package Each package type.

                                                      Extended Quantity Field

                                                      Because only static child line items exist in an Package Each package, the Extended Quantity for the parent package equals the Quantity. However, in each child line item, the Extended Quantity equals Parent Quantity multiplied by Child Quantity.

                                                      Using values from the table in Example of a Package Each, the Unit Net Prices are calculated as shown in the following table.

                                                      Table Extended Quantity Calculations Example

                                                      Parent Child Quantity Extended Quantity

                                                      Package

                                                      Not applicable

                                                      20

                                                      20

                                                      Speaker

                                                      1

                                                      20

                                                      Projector

                                                      1

                                                      20

                                                      Flip Chart

                                                      1

                                                      20

                                                      Unit Net Price Field

                                                      Unit Net Price is calculated as follows:

                                                      If Negotiated Price is null, the calculation is one of the following:

                                                      • List Price minus (List Price multiplied by Discount %)

                                                      • List Price minus Discount Amount

                                                      If Negotiated Price is not null, the calculation is one of the following:

                                                      • Negotiated Price minus (Negotiated Price multiplied by Discount %)

                                                      • Negotiated Price minus Discount Amount

                                                      Using values from the table in Example of a Package Each, the Unit Net Prices are calculated as shown in the following table.

                                                      Table Unit Net Price Calculations Example

                                                      Parent Child List Price Negotiated Price Discount % Calculation Unit Net Price

                                                      Package

                                                      Not applicable

                                                      $160.00

                                                      150.00

                                                      10

                                                      150 minus 10%(150)

                                                      $135.00

                                                      Speaker

                                                      $50.00

                                                      40.00

                                                      Not applicable

                                                      40

                                                      $40.00

                                                      Projector

                                                      $70.00

                                                      Not applicable

                                                      Not applicable

                                                      70

                                                      $70.00

                                                      Flip Chart

                                                      $40.00

                                                      30.00

                                                      Not applicable

                                                      40

                                                      $30.00

                                                      Extended Net Price Field

                                                      The Extended Net Price is calculated as Extended Quantity multiplied by Unit Net Price for both the parent package and the child line items.

                                                      Using values from the table in Example of a Package Each, the Unit Net Prices are calculated as shown in the following table.

                                                      Table Extended Net Price Calculations Example

                                                      Parent Child Extended Quantity Unit Net Price Calculation Extended Net Price

                                                      Package

                                                      Not applicable

                                                      20

                                                      $135.00

                                                      20 multiplied by 135

                                                      $2700.00

                                                      Speaker

                                                      20

                                                      $40.00

                                                      20 multiplied by 40

                                                      $800.00

                                                      Projector

                                                      20

                                                      $70.00

                                                      20 multiplied by 70

                                                      $1400.00

                                                      Flip Chart

                                                      20

                                                      $30.00

                                                      20 multiplied by 30

                                                      $600.00

                                                      Per Person Allocation Field

                                                      For child items, the default value is the allocations value defined for the item by the administrator. You can update this value manually.

                                                      Function Total Field

                                                      The Function Total field is located in the function record. This field shows the total value of the function. The Function Total field value includes the Extended Net Price of the parent package, but not the Extended Net Prices of the child items.

                                                        Menu Per Person, Set Price Reference

                                                        The Menu Per Person, Set Price menu type is used when you can estimate an expected number of guests. The calculations are different from a Menu Per Person, Split Price and are controlled by the Split flag value, which is set to N. In Menu Per Person, Set Price, Siebel Hospitality adds the menu prices together and displays them on a per person basis. Actual child line item quantities are reflected in the Extended Quantity fields. The child prices do not roll up to the parent price.

                                                          Example of a Menu Per Person, Set Price

                                                          In a Menu Per Person, Set Price, the Unit Net Price, Extended Price, Negotiated Price, Discount %, and Net Discount values apply only to the parent package. For child items, these values are not displayed and the fields are read only.

                                                          The following table shows an example of a menu per person, set price with an expected quantity of 10.

                                                          Table Example of Menu Per Person, Set Price

                                                          Parent

                                                          Child

                                                          Quantity

                                                          Extended Quantity

                                                          List Price

                                                          UOM

                                                          Unit Net Price

                                                          Negotiated Price

                                                          Extended Price

                                                          Discount %

                                                          Net Discount

                                                          Per Person Allocation

                                                          Menu

                                                          Not appli-cable

                                                          10

                                                          10

                                                          50.00

                                                          Per Person

                                                          50.00

                                                          Not appli-cable

                                                          500.00

                                                          0

                                                          0

                                                          Not appli-cable

                                                          Chicken

                                                          1

                                                          10

                                                          30.00

                                                          Per Person

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          25.00

                                                          Salad

                                                          1

                                                          10

                                                          20.00

                                                          Per Person

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          12.50

                                                          Dessert

                                                          1

                                                          10

                                                          15.00

                                                          Per Person

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          Not appli-cable

                                                          12.50

                                                            Menu Per Person, Set Price Field Behaviors

                                                            This topic describes the behaviors and internal calculations that Siebel Hospitality performs for selected fields in a Menu Per Person, Set Price and its child items. These behaviors are typical of the Menu Per Person, Set Price menu type.

                                                            Best Attendance Field

                                                            If Actual is not null, Best Attendance is equal to Actual. If Actual is null and Guaranteed is not null, Best Attendance is equal to Guaranteed. If Actual and Guaranteed are null and Projected is not null, Best Attendance is equal to Projected. If Actual, Guaranteed, and Projected are all null, Best Attendance is equal to Expected.

                                                            Extended Quantity Field

                                                            The Extended Quantity is calculated as the Parent Quantity multiplied by the Item Quantity, where Parent Quantity is equal to Best Attendance, for each child line item regardless of its UOM. You can manually modify the Extended Quantity of the parent and its child items.

                                                            For the parent package and static child line items, Siebel Hospitality does not perform this calculation, and Extended Quantity is the same as Quantity. Usually, all products associated with a Menu Per Person, Set Price have UOM is equal to Per Person.

                                                            Using values from the table in Example of a Menu Per Person, Set Price, the Unit Net Prices are calculated as shown in the following table.

                                                            Table Extended Quantity Calculations Example

                                                            Parent Child Quantity Calculation

                                                            Menu

                                                            Not applicable

                                                            10

                                                            10

                                                            Chicken

                                                            1

                                                            1 multiplied by 10

                                                            Salad

                                                            1

                                                            1 multiplied by 10

                                                            Dessert

                                                            1

                                                            1 multiplied by 10

                                                            Unit Net Price Field

                                                            Unit Net Price is calculated as follows:

                                                            If Negotiated Price is null, the calculation is one of the following:

                                                            • List Price minus (List Price multiplied by Discount %)

                                                            • List Price minus Discount Amount

                                                            If Negotiated Price is not null, the calculation is one of the following:

                                                            • Negotiated Price minus (Negotiated Price multiplied by Discount %)

                                                            • Negotiated Price minus Discount Amount

                                                            Using values from the table in Example of a Menu Per Person, Set Price, the Unit Net Prices are calculated as shown in the following table.

                                                            Table Unit Net Price Calculations Example

                                                            Parent Child List Price Discount % Calculation Unit Net Price

                                                            Menu

                                                            Not applicable

                                                            50.00

                                                            10

                                                            50 minus 5

                                                            45.00

                                                            Chicken

                                                            30.00

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Salad

                                                            20.00

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Dessert

                                                            15.00

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Extended Price Field

                                                            Extended Price is calculated as Extended Quantity multiplied by Unit Net Price for the parent menu. For the child line items, Extended Price is null and read only.

                                                            Using values from the table in Example of a Menu Per Person, Set Price, the Extended Price is calculated as shown in the following table.

                                                            Table Extended Price Calculations Example

                                                            Parent Child Extended Quantity Unit Net Price Calculation Extended Price

                                                            Menu

                                                            Not applicable

                                                            10

                                                            45.00

                                                            10 multiplied by 45

                                                            $450.00

                                                            Chicken

                                                            10

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Salad

                                                            10

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Dessert

                                                            10

                                                            Not applicable

                                                            Not applicable

                                                            Not applicable

                                                            Function Total Field

                                                            The Function Total field is located in the function record. This field shows the total value of the function. The Function Total field value includes the Extended Net Price of the parent menu, but not the Extended Net Prices of the child items.

                                                              Menu Per Person, Split Price Reference

                                                              A Menu Per Person, Split Price can have a choice of items. The calculations are different from a Menu Per Person, Set Price and are controlled by the Split flag value, which is set to Y.

                                                                Example of a Menu Per Person, Split Price

                                                                The following table shows an example of a menu per person, split price with 10 expected attendees, who order 3 menus with a Chicken entree and 7 menus with a Beef entree.

                                                                Table Example of Menu Per Person, Split Price

                                                                Parent

                                                                Child

                                                                Quantity

                                                                Extended Quantity

                                                                Split Pricing

                                                                List Price

                                                                UOM

                                                                Unit Net Price

                                                                Negotiated Price

                                                                Extended Net Price

                                                                Discount %

                                                                Net Discount

                                                                Per Person Allocation

                                                                Menu

                                                                Not appli-cable

                                                                10

                                                                10

                                                                Not appli-cable

                                                                Per Person

                                                                50.00

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Chicken

                                                                3

                                                                3

                                                                Yes

                                                                30.00

                                                                Per Person

                                                                27.00

                                                                30.00

                                                                81.00

                                                                10

                                                                9.00

                                                                27.00

                                                                Beef

                                                                7

                                                                7

                                                                Yes

                                                                20.00

                                                                Per Person

                                                                20.00

                                                                20.00

                                                                140.00

                                                                Not appli-cable

                                                                Not appli-cable

                                                                20.00

                                                                Dessert

                                                                10

                                                                10

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Per Person

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                Not appli-cable

                                                                  Menu Per Person, Split Price Field Behaviors

                                                                  This topic describes the behaviors and internal calculations that Siebel Hospitality performs for selected fields in a Menu Per Person, Split Price and its child items. These behaviors are typical of the Menu Per Person, Split Price menu type.

                                                                  Quantity Field

                                                                  In a Menu Per Person, Split Price, the default Quantity value of the menu items is 1. After adding a Menu Per Person, Split Price menu to an event, update the Qty fields manually to reflect the number of menus with that item that the guests want to order.

                                                                  Best Attendance Field

                                                                  If Actual is not null, Best Attendance is equal to Actual. If Actual is null and Guarantee is not null, Best Attendance is equal to Guaranteed. If Actual and Guaranteed are null and Projected is not null, Best Attendance is equal to Projected. If Actual, Guaranteed, and Projected are all null, Best Attendance is equal to Expected.

                                                                  Extended Quantity for Non-Split Items Field

                                                                  Extended Quantities for non-split menu items and for split menu items are calculated as follows:

                                                                  • Non-split items. Extended Quantity is calculated as Parent Quantity multiplied by Child Item Quantity, where Parent Quantity is equal to Best Attendance, for each child line item that is a per person item. You can manually modify the Quantity of the parent and the child items.

                                                                  • Split items. Extended Quantity is equal to Quantity.

                                                                  Using values from the table in Example of a Menu Per Person, Split Price, the Extended Quantity is calculated as shown in the following table.

                                                                  Table Extended Quantity Calculations Example

                                                                  Parent Child Split Pricing Quantity Calculation for Extended Quantity

                                                                  Split Menu

                                                                  Not applicable

                                                                  Not applicable

                                                                  10

                                                                  10

                                                                  Chicken

                                                                  Yes

                                                                  3

                                                                  3

                                                                  Beef

                                                                  Yes

                                                                  7

                                                                  7

                                                                  Dessert

                                                                  Not applicable

                                                                  1

                                                                  1 multiplied by 10

                                                                  Unit Net Price Field

                                                                  Unit Net Price is calculated as follows:

                                                                  If Negotiated Price is null, the calculation is one of the following:

                                                                  • List Price minus (List Price multiplied by Discount %)

                                                                  • List Price minus Discount Amount

                                                                  If Negotiated Price is not null, the calculation is one of the following:

                                                                  • Negotiated Price minus (Negotiated Price multiplied by Discount %)

                                                                  • Negotiated Price minus Discount Amount

                                                                  Using values from the table in Example of a Menu Per Person, Split Price, the Unit Net Prices are calculated as shown in the following table.

                                                                  Table Unit Net Price Calculations Example

                                                                  Parent Child Split Pricing List Price Discount % Calculation Unit Net Price

                                                                  Split Menu

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Chicken

                                                                  Yes

                                                                  30.00

                                                                  10

                                                                  30 minus (30 multiplied by 0.1)

                                                                  27.00

                                                                  Beef

                                                                  Yes

                                                                  20.00

                                                                  Not applicable

                                                                  20

                                                                  20.00

                                                                  Dessert

                                                                  Not applicable

                                                                  15.00

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Extended Net Price Field

                                                                  The Extended Net Price is calculated as Extended Quantity multiplied by Unit Net Price for both the parent menu and the child line items.

                                                                  Using values from the table in Example of a Menu Per Person, Split Price, the Unit Net Prices are calculated as shown in the following table.

                                                                  Table Extended Net Price Calculations Example

                                                                  Parent Child Extended Quantity Unit Net Price Calculation Extended Net Price

                                                                  Split Menu

                                                                  Not applicable

                                                                  10

                                                                  50.00

                                                                  10 multiplied by 50

                                                                  $500.00

                                                                  Chicken

                                                                  3

                                                                  27.00

                                                                  3 multiplied by 30

                                                                  $81.00

                                                                  Beef

                                                                  7

                                                                  20.00

                                                                  7 multiplied by 20

                                                                  $140.00

                                                                  Dessert

                                                                  10

                                                                  Not applicable

                                                                  Not applicable

                                                                  Not applicable

                                                                  Function Total Field

                                                                  The Function Total field is located in the function record. This field shows the total value of the function. The Function Total field value includes the Extended Net Prices of the split menu child items, but not the parent menu.