Setting Up Property-Specific Menus and Packages

This chapter describes how to set up property-specific menus and packages. It includes the following topics:

About Menus and Packages Administration

You can set up simple and complex products that are available throughout Siebel Hospitality. This process is described in Setting Up Products and Assets. However, in Siebel Hospitality, you can also set up products that are specific to selected properties. This chapter describes how to set up menus and packages as property-specific products. By default, a menu or package created in this way is associated with one specific property.

In addition to creating menus and packages that are automatically associated with the property of your choice, the functionality described in this chapter offers a simplified way of creating menus and packages as complex products. To create a menu or package with the functionality described in this chapter, you first create the component simple product items. Then you create a menu or package record and assign items to it. Then you assign prices to the menu or package.

Menus and Packages Defined

A menu is a grouping of Food and Beverage (F&B) items that are sold together, which has one overall price. 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 24.95 or a prime rib entree for 29.95. In this case, the price for each person varies depending on the individual selections.

A package is a grouping that can include any type of items, such as menus, individual F&B items, individual non-F&B items, BEO (Banquet Event Order) items, and other packages.

Both menus and packages are complex products. A menu is composed of multiple simple products, while a package is composed of multiple simple products and, possibly, other complex products as well. For more information about simple products and complex products, see Process of Setting Up Hospitality Products.

Menus and Packages Revenue Breakouts

Siebel Hospitality has views that break down revenue information in detail for accounting purposes, and other views that sum up revenue information for presentation to customers. Siebel Hospitality performs financial breakout calculations, including revenues, taxes, service charges, audio-visual (AV) rentals, sleeping room rentals, banquet room rentals, and so on, in the background. Siebel Hospitality then transmits these calculations to the various revenue buckets and tracking categories.

Guests do not see accounting line item details on their bills. However, if necessary, you can supply guests with this information. You can also track items to revenue categories and subcategories. For example, Liquor, Beer, and Wine subcategories are tracked to the Beverage category.

For more information about, and examples of, revenue breakouts for menus and packages, see Revenue Allocations for Menus and Packages.

Types of Menus and Packages

Several types of menus and packages exist. Each type defines how the menus or packages belonging to that type are priced.

Menu Per Person. This menu type provides for one menu for each person. This type can be a set menu, which has a fixed price for each person. Alternatively, this type can be a split menu, which has 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.

Each menu and package type has pricing rules that are specific to that menu or package type. In the case of a Package Per Person, a Package Each, and a Menu Per Person that is a set menu, there is a set price for the parent product. A customer pays that set price regardless of which child products are included.

In the case of Package Item Price, however, the parent package does not have a set price. Pricing is based on the items in the package and how many of the items the customer orders. For example, the price of a cash bar that includes various beverages is based on the quantity of each child product that is ordered. Similarly, for a Menu Per Person that is a split menu, the price of the parent menu varies according to the items ordered. For example, a split menu might offer a choice of steak or chicken. Depending on the choice, this menu has two different prices.

Instances of Menu Types

This topic shows specific instances of different types of menus.

Menu per person, simple set menu. A simple dinner menu might include the items listed in the following table. This menu has a per-person price of 21.95.

Table Dinner Menu Example

Quantity	Item
1	Salad
1	Dinner entree
1	Vegetable
1	Dessert

Menu per person, split menu. A sit-down dinner menu might include the items listed in the following table. The per person price of this menu varies according which dinner entree each diner selects.

Table Split Dinner Menu Example

Quantity	Item Category	Items
Choice of 1	Salad	Cobb Salad
Choice of 1	Dinner entree	Roast Chicken
		Prime Rib
		Lamb Medallions
Choice of 1	Vegetable	Steamed Broccoli
Choice of 1	Dessert	Chocolate Cake

Instances of Package Types

This topic shows specific instances of different types of packages.

Package each. A simple reception desk package might include the items listed in the following table. This package has a package price of 50.00.

Table Reception Desk Package Example

Quantity	Item
1	8-foot table with skirting
3	Chairs
1	Waste basket
50	Name tags
3	Marker pens

Package per person. A wedding reception package might include both per person items and static items, such as those listed in the following table. This package has a per person price of 45.00. If 10 people attend the event, then the package includes 10 menus and 1 each of the audiovisual equipment items. The price is 45.00 multiplied by 10, or 450.00.

Table Wedding Reception Package Example

Quantity	Item
150	Surf-and-Turf dinner menus per person
1	12-foot by 12-foot dance floor
1	DJ
6	Hours of music
2	Microphones

Package item price. A cash bar package might include the items listed in the following table. The per person price of this package varies according to the numbers and types of items ordered from each category.

Table Cash Bar Example

Quantity	Item Category	Items
Any	Soft drinks	Cola
		Orange soda
		Root beer
Any	Alcohol beverages	Beer
		Wine
		Cordials
Any	Caffeine beverages	Coffee
Any	Caffeine beverages	Tea

Roadmap for Setting Up Menus and Packages

This topic lists the processes and procedures typically performed by administrators when setting up property-specific menus and packages. Your company might follow a different process according to its business requirements.

To set up property-specific menus and packages, perform the following processes and tasks:

Associating a Default Catalog Category with a Property

As a requirement for creating property-specific products, you must associate a catalog category with the property. This category becomes the default catalog category for products associated with the property. When you create a property-specific product, Siebel Hospitality automatically assigns that product to the default catalog category of the property.

This task is a step in Roadmap for Setting Up Menus and Packages.

To associate a default catalog category with a property

Create a new property record or select an existing property record.
For more information about setting up a property, see Adding Property Records.
Select a category in the Default Product Category field.
The selected category becomes the product category for all products created for this property.

Process of Creating Property-Specific Products

Before constructing menus and packages, you must build the simple product items that are for sale at a selected property, and that can become part of a menu or a package.

To create property-specific products in Siebel Hospitality, perform the following tasks:

This process is a step in Roadmap for Setting Up Menus and Packages.

Adding Products to a Property

To add product records to a selected property, follow this procedure.

Note: Products must be released to make them visible to users. Siebel Hospitality releases a product automatically when you finish creating the product. For more information about releasing products, see the chapter on releasing products and other versioned objects in Siebel Product Administration Guide.

This task is a step in Process of Creating Property-Specific Products.

To add a product to a property

Navigate to the Property Administration screen, then the Properties view.
Identify the property to which to add a product, and drill down on the Name field of the property record.
Click the Event Order/Menu Items view tab.

In the Event Order/Menu Items list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
Type	Picklist selections are as follows: Event Order Item. Identifies a non-F&B-related product. Menu Item. Identifies a F&B-related product.
Grouping	Identifies groups of related products. Allows you to associate this product with a product grouping. This enables users to construct searches for products on the groupings to which they belong. Available values can vary according to the selection in the Type field. Product groupings are user-defined and are specific to the business requirements of your company. For example, Ice Creams might be a grouping, helping users to find the ice creams that are stocked at a property.
Resource Type	Picklist selections are as follows: Critical. The item is necessary for an event to occur. The application tries to reserve this item when a quote is created. General. The item is noncritical; that is, not necessary for an event to occur. Non Critical. The item is noncritical; that is, not necessary for an event to occur.
Revenue Sub Category	Revenue subcategory with which to associate this item.
Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Parent Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Substitutes	The products that can be substituted for the current product. Displayed selections are limited to those of the same Product Type as the current product. You can select multiple substitutes. This enables users to select substitute products from the list of those you specify.
Recommendation Message	A message that a user can use to influence a customer to buy the product. For example, if the product is an entree, you might specify a wine that is compatible with that entree.
Preventative Maintenance Plan	Allows you to associate a preventative maintenance plan with the product. After being associated with a preventative maintenance plan in this view, the product becomes visible on the Administration - Preventive Maintenance screen, Products view. For more information about preventative maintenance plans, see the chapter on preventive maintenance in Siebel Field Service Guide.
Start Date	The first day when the product is available. Default value is the current date.
End Date	The last day when the product is available.
Generic Product	Allows you to associate a single generic product with the current property-specific product. Siebel Hospitality uses this information when generating a quote to map this specific product to the associated generic product specified in the opportunity. Selections are limited to products of Type equal to Generic, and with valid start and end dates. The current product will replace the specified generic product in quotes.

(Optional) Click Check Description Spelling to check the spelling in the Description field.

When you save the record, Siebel Hospitality creates the product, releases it, and associates it with the default catalog category for the current property.

Associating Prices with a Property-Specific Product

You can define prices for the current product for specified time periods. You can define multiple prices to cover different time periods.

Note: It is recommended that you assign a price to every product that can be part of a menu or package. Even if the price of the menu or package bears no direct relationship to the sum of the prices of individual items, Siebel Hospitality uses the individual item prices to calculate how revenues are allocated.

This task is a step in Process of Creating Property-Specific Products.

To associate a price with a property-specific product

In the lower part of the Property Administration screen, Event Order/Menu Items view, click the Price subview tab.

On the Price list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
List Price	The price of this product for the specified time period.
Start Date	The first day when the specified price applies to this product. Default value is the current date.
End Date	The last day when the specified price applies to this product.
Service Charge Inclusive	Select to include the service charge in the specified List Price. Clear to indicate that the specified List Price does not include a service charge.
Tax Inclusive	Select to include tax in the specified List Price. Clear to indicate that the specified List Price does not include tax.

Creating Assets for Property-Specific Products

You can create assets for the current product, and identify the physical locations of those assets.

This task is a step in Process of Creating Property-Specific Products.

To create an asset for a property-specific product

In the lower part of the Property Administration screen, Event Order/Menu Items view, click the Assets subview tab.

Some fields are described in the table that follows.

Field	Comments
Asset #	A unique, system-generated number for this asset record. Can be different from the Serial Number.
Product	The product with which this asset is associated.
Status	Select a status of Active or Available to make the asset available for use. This allows the asset to be selected for use at the property associated with the asset. Alternatively, select one of the other options to describe why it is not available for use.
Status Update Date	The date on which the status field was last updated.
Storage Room	Allows you to specify a physical location on the property where this asset is stored.
Serial #	A user-defined code that identifies this individual asset.
Last Inventory Date	The last date on which this asset was inventoried.

On the Assets list, add a new record and complete the necessary fields.

Process of Creating Property-Specific Menus

After you have created the simple F&B product items that are for sale at a selected property, you can use these F&B product items to populate menus.

To create property-specific menus in Siebel Hospitality, perform the following tasks:

This process is a step in Roadmap for Setting Up Menus and Packages.

Adding Menus to a Property

To add menu records to a selected property, follow this procedure.

This task is a step in Process of Creating Property-Specific Menus.

To add a menu to a property

Navigate to the Property Administration screen, then the Properties view.
Identify the property to which to add a menu, and drill down on the Name field of the property.
Click the Menus view tab.

In the Menus list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
Type	The type of menu. Determines the pricing method. Menu Per Person value is automatically selected and read only. This value provides 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 child menu items selected.
Grouping	Identifies related groups of menus. Allows users to do searches for menus classified by these related groups. For example, Dinner might be a grouping, and this can help users to find all the dinner menus that are accessible at a property.
List Price(s)	Read only. Can contain multiple prices, each valid for a different time period. The field shows the first price in the list. To see all prices, open the single selection dialog box in this field.
Split Pricing	Read only. Identifies this menu as having a variable price for each person depending on the child menu items selected. If any of the child menu items have a Split Menu Price defined, then this check box is selected.
Fixed	Select to prevent users from adding, deleting, or changing the quantities of menu items in the Quote, Order, and Event Check views. Administrators, however, can still add, delete, and change the quantities of menu items in the Administration views.
Revenue Sub Category	Select a revenue subcategory with which to associate this menu. For revenue allocation purposes, the selection in this field overrides the categories of the child menu items. For more information about revenue allocations, see Revenue Allocations for Menus and Packages.
Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Parent Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Grouping	The type of meal or occasion for which the menu is designated.
Recommendation Message	Enter a message that a user can use to influence a customer to buy the menu. For example, specify that the menu is particularly suitable for formal dinners.
Start Date	The first day when the menu is available. Default value is the current date.
End Date	The last day when the menu is available.

(Optional) Click Check Description Spelling to check the spelling in the Description field.

Adding Items to a Property-Specific Menu

After creating a menu record, you can add menu items from the list of products that are associated with the current property. You can add one item at a time, or you can add multiple items at once.

This task is a step in Process of Creating Property-Specific Menus.

Adding One Item to a Menu

To add one item to a property-specific menu, follow this procedure.

To add one item to a menu

In the lower part of the Property Administration screen, Menus view, click the Menu Items subview tab.
On the Menu Items list, click New.

In the new record, complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
Name	Select an item to add to the menu. Most other fields are populated from this selection. Choices are limited to products of Type equal to Menu Item, with valid start and end dates.
Course #	Sequence number that determines how the menu prints in the Banquet Event Order (BEO) Report. For more information on the Banquet Event Order Report, see About the Banquet Event Order Report.
Split Menu Price	Enter a price to designate this item as a split menu item. When this item is added to a menu, the Split Pricing field of the menu will be selected. When an item with a defined Split Menu Price is added to a quote, this price populates the Negotiated Price field of the item. Note: If this menu item does not have a defined Split Menu Price, then the price is irrelevant in the context of the menu. This is because the price of the menu item is based on the per person price defined for the menu.
List Price(s)	Read only. Can contain multiple prices, each valid for a different time period. The field shows the first price in the list. To see all prices, open the single selection dialog box in this field.
Qty	The quantity of this item that is included in the menu. Default value is 1.

Adding Multiple Items to a Menu

To add multiple items to a property-specific menu, follow this procedure.

To add multiple items to a menu

In the lower part of the Property Administration screen, Menus view, click the Menu Items subview tab.
On the Menu Items list, click Add Items.
Siebel Hospitality displays the Add Products dialog box.
In the Add Products dialog box, multi-select the items to add to the current menu and click Add.
Siebel Hospitality displays the Menu Items list with the products you selected added to the menu.
In each of the menu items you entered, complete the necessary fields. Some fields are described in the table in Adding One Item to a Menu.

Associating Prices with a Property-Specific Menu

You can define prices for the current menu for specified time periods. You can define multiple prices to cover different time periods.

This task is a step in Process of Creating Property-Specific Menus.

To associate a price with a property-specific menu

In the lower part of the Property Administration screen, Menus view, click the Price subview tab.

On the Price list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
List Price	The price of this menu for the specified time period.
Start Date	The first day when the specified price applies to this menu. Default value is the current date.
End Date	The last day when the specified price applies to this menu.
Service Charge Inclusive	Select to include the service charge in the specified List Price. Clear to specify that the specified List Price does not include a service charge.
Tax Inclusive	Select to include tax in the specified List Price. Clear to specify that the specified List Price does not include tax.

Process of Creating Property-Specific Packages

After you have created the simple product items and menus that are for sale at a property, you can use these simple product items and menus to populate packages.

To create property-specific packages in Siebel Hospitality, perform the following tasks:

This process is a step in Roadmap for Setting Up Menus and Packages.

Adding Packages to a Property

To add package records to a property, follow this procedure.

This task is a step in Process of Creating Property-Specific Packages.

To add a package to a property

Navigate to the Property Administration screen, then the Properties view.
Identify the property to which to add a package and drill down on the Name field of the property.
Click the Packages view tab.

In the Packages list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
Type	The type of package. The selection determines the pricing method. Selection options are as follows: 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	Identifies related groups of packages. Allows users to perform searches for packages classified by these related groups. For example, Audio Visual Package might be a grouping, and this can help users to find all the audio-visual packages at a property.
UoM	The default value changes dynamically according to the selection in the Type field, as follows: Default value is Per Person if Type is equal to Package Per Person. Default value is Each if Type is equal to Package Each. Default value is Each if Type is equal to Package Item Price.
Fixed	Select to prevent users from adding, deleting, or changing the quantities of package items in the Quote, Order, and Event Check views. Administrators, however, can still add, delete, and change the quantities of package items in the Administration views.
Start Date	The first day when the package is available. Default value is the current date.
End Date	The last day when the package is available.
Use System Allocation	If selected, Siebel Hospitality calculates a per person allocation for the child items of this package, while associating a package into function line items. This field is read-only under the following conditions: The package is, or contains a child package that is, of Type equal to Package Item Price. The package contains a Split Menu.

(Optional) Click Check Description Spelling to check the spelling in the Description field.

Adding Items to a Property-Specific Package

After creating a package record, you can add package items from the list of products that are associated with the current property. A package can include simple products, both F&B and non-F&B items. A package can also include other complex products, such as menus and other packages. You can add one item at a time, or you can add multiple items at once.

Note: If you add a menu or another package to the current package, Siebel Hospitality does not display the child items of the component menu or package.

This task is a step in Process of Creating Property-Specific Packages.

Adding One Item to a Package

To add one item to a property-specific package, follow this procedure.

To add one item to a package

In the lower part of the Property Administration screen, Packages view, click the Package Items subview tab.
On the Package Items list, click New.

In the new record, complete the necessary fields. Some fields are described in the table that follows.

Field	Comments
Name	Select an item to add to the package. Most other fields are populated from this selection.
Per Person Allocation	If the Type of the current package record is Package Per Person or Package Each, use this field to manually designate the per person monetary amount to allocate to individual items in the package. The Per Person Allocation values for package items must add up to the total price for the parent package. No validation check occurs. In other words, Siebel Hospitality does not force the sum of package item prices to be equal to the total price for the parent package. However, Siebel Hospitality does display a per person allocation total for all package items at the end of the Per Person Allocation column. For more information about allocations, see Revenue Allocations for Menus and Packages.
Split Menu	Read only. When selected, identifies a component menu as a split-price menu.
List Price(s)	Can contain multiple prices, each valid for a different time period. The field shows the first price in the list. To see all prices, open the single selection dialog box in the field.
Qty	The quantity of this item that is included in the package. Default value is 1.

(Optional) Click Check Description Spelling to check the spelling in the Description field.

Adding Multiple Items to a Package

To add multiple items to a property-specific package, follow this procedure.

To add multiple items to a package

In the lower part of the Property Administration screen, Packages view, click the Package Items subview tab.
On the Menu Items list, click Add Items.
Siebel Hospitality displays the Add Products dialog box.
In the Add Products dialog box, select each item to add to the current package and click Add.
Siebel Hospitality displays the Package Items list with the products you selected added to the package.
For each of the items you entered, complete the necessary fields. Some fields are described in the table in Adding One Item to a Package.

Associating Prices with a Property-Specific Package

You can define prices for the current package for specified time periods. You can define multiple prices to cover different time periods.

This task is a step in Process of Creating Property-Specific Packages.

To associate a price with a property-specific package

In the lower part of the Property Administration screen, Packages view, click the Price subview tab.

On the Price list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
List Price	The price of this package for the specified time period.
Start Date	The first day when the specified price applies to this package. Default value is the current date.
End Date	The last day when the specified price applies to this package.
Service Charge Inclusive	Select to include the service charge in the specified List Price. Clear to specify that the specified List Price does not include a service charge.
Tax Inclusive	Select to include tax in the specified List Price. Clear to specify that the specified List Price does not include tax.

Sharing Property-Specific Products with Other Properties

You can make property-specific products, including property-specific menus and packages, available to users at other properties. You do this by creating a property cluster that includes the original property of the products and the target property with which to share the products, then assigning the property cluster to the users to whom you want the products to be visible at the target property. For more information about creating and assigning product clusters, see Process of Setting Up Property Clusters.

This task is a step in Roadmap for Setting Up Menus and Packages.

Process of Performing Ongoing Menus and Packages Administration

This topic lists the tasks typically performed by administrators when administering property-specific menus and packages on an ongoing basis, when and as required. Your company might follow a different process according to its business requirements.

To administer property-specific menus and packages in Siebel Hospitality, perform the following tasks:

This process is a step in Roadmap for Setting Up Menus and Packages.

Assigning Property-Specific Products to Catalog Categories

You can associate property-specific products with catalog categories other than the default catalog category for a property. You do this by associating additional catalog categories with the property, and then adding products to those categories. For more information about default catalog categories for properties, see Associating a Default Catalog Category with a Property.

This task is a step in Process of Performing Ongoing Menus and Packages Administration.

To assign a property-specific product to a catalog category

Navigate to the Property Administration screen, then the Properties view.
Identify the property to which to add a catalog category, and drill down on the Name field of the property.
Click the Catalog Categories view tab.

In the Catalog Categories list, add a new record and complete the necessary fields.

Some fields are described in the table that follows.

Field	Comments
Effective Start Date	The first day when the category applies to this property. Default value is the current date.
Effective End Date	The last day when the category applies to this property.
Private	Select to make this category visible only to users belonging to the access groups associated with the category. If the category is private, all associated products are also private.
Count	The number of products associated with this category.

On the Products list in the lower part of the Catalog Categories view, add a record for the product to associate with the selected catalog category.

Creating Pricing Intervals for Property-Specific Products

You can make products available for sale during specified times, and prevent products from being sold during other times, by creating pricing intervals.

This task is a step in Process of Performing Ongoing Menus and Packages Administration.

To create a pricing interval for a property-specific product

Navigate to the Property Administration screen, then the Properties view.
Identify the property at which to create a new pricing interval for a product, and drill down on the Name field of the property.

Depending on the type of product for which to create a new pricing interval, perform one of the steps in the table that follows.

For this product type:	Click this view tab:
Event order item	Event Order/Menu Items
Menu item	Event Order/Menu Items
Menu	Menus
Package	Packages

Select the product for which to create a new pricing interval.
Click the Price subview tab.
Select the price list item for which to create a new price interval, and click New Pricing Interval.
Siebel Hospitality creates a duplicate of the selected record, with all fields filled from the original record except for List Price, Start Date, and End Date.
In the List Price field, enter a price to be effective during the new time interval.
Enter dates in the Start Date and End Date fields.
Note the following characteristics of the resulting records:
- The Default value of the Start Date of the new price interval record is the date and time when that record was created.
- Siebel Hospitality does not allow price records with overlapping time intervals. Make sure the time interval covered by the Start Date and End Date you specify does not overlap the time interval covered by the Start Date and End Date of any other price records.
- If the previous price record does not have an End Date, when you save the new price interval record, the Start Date of the new price interval record becomes the End Date of the previous price record.

Note: To remove a product from sale for a specific time interval, create pricing interval records for a product that leave that time interval uncovered. For example, to remove a product from sale from January 11, 2010 through February 11, 2010, and then put it on sale again, enter a value of 1/11/2010 12:00:00 AM as the End Date of one pricing interval record and a value of 2/12/2010 12:00:00 AM as the Start Date of the next pricing interval record.

Viewing Property Price Lists

You can view the prices being charged for all the product items at a selected property, regardless of type, in one list.

This task is a step in Process of Performing Ongoing Menus and Packages Administration.

To view a property price list

Navigate to the Property Administration screen, then the Properties view.
Identify the property with the price list you want to view, and drill down on the Property Name field.

Click the Price List Items view tab.

Siebel Hospitality displays a list of all products that are for sale at the current property. Some fields are described in the table that follows.

Field	Comments
Service Charge Inclusive	Select to include the service charge in the List Price. Clear to specify that the List Price does not include a service charge.
Tax Inclusive	Select to include tax in the List Price. Clear to specify that the List Price does not include tax.
Revenue Sub Category	Select a revenue subcategory with which to associate this item.
Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Parent Revenue Category	Read only. Populated from the selected Revenue Sub Category.
Start Date	The first day when the product is available. Default value is the current date.
End Date	The last day when the product is available.

To modify a product price, select a record and change the value in the List Price field.

Setting User Properties for Menus and Packages

You can set user properties to modify or enhance the Menus and Packages views in Siebel Hospitality. For more information about these user properties, see User Properties for Menus and Packages.

This task is a step in Process of Performing Ongoing Menus and Packages Administration.

Revenue Allocations for Menus and Packages

In the context of menus and packages in Siebel Hospitality, allocation means how much revenue is assigned to each item in a menu or package. Because different items might belong to different revenue streams, you can designate what portion of the total revenue Siebel Hospitality allocates to each item in a package.

The revenue allocation for a product goes to a revenue category. Revenue allocation mechanisms are different for menus and for packages.

Menu revenue allocation. The revenue allocation for a menu is determined by the current list price and revenue category of the parent menu record. A menu has a designated revenue category, and the individual menu items also have revenue categories that might be different from the revenue category of the parent menu. In this case, the revenue category of the parent menu overrides the revenue categories of the child items, and all revenue for a menu goes to the revenue category of the parent menu.

Package revenue allocation. A package does not have a revenue category, but the individual package items do. In the case of a package, the revenue is allocated to the revenue categories of the child items. You can calculate the revenue allocation manually, or Siebel Hospitality can calculate the revenue allocation automatically.

If Siebel Hospitality performs the revenue allocation for a package, the result is determined by whether system allocation is selected in the parent package record, and by the revenue categories and quantities of the individual child package items. In each child package item, Siebel Hospitality first looks at the per person allocation. If the per person allocation does not have a value, Siebel Hospitality then looks for the list price.

Examples of revenue allocations are as follows:

Event order item or menu item. Consider the case of a single menu item or event order item, such as a television set. This simple product belongs to the Audio-Visual revenue category. The price of this item is 20.00. All of that 20.00 is attributed to the Audio-Visual revenue category.
Menu. Consider a menu with two F&B items, steak and ice cream. Steak is associated with the Dinner Entrees revenue category, while ice cream is associated with the Dinner Dessert revenue category. The menu itself, however, is associated with the Dinner Entree revenue category. Consequently, the entire price of the menu, including the ice cream, will go to the Dinner Entree revenue category.
Package. Finally, consider a package, in which you can specify how much revenue to allocate to each revenue category of the package items. The package has three items with individual prices of 10.00 each, for a total of 30.00. If the items are sold separately, the full prices are allocated to the respective revenue categories of the products.
The package, however, is priced at 20.00. If you calculate the allocations manually, you might designate the allocations as Product A allocation equals 10.00, Product B allocation equals 5.00, and Product C allocation equals 5.00. If you create system-generated allocations, Siebel Hospitality performs a calculation that is weighted by the list prices and quantities of the component products. In the case of a package that has three items with individual prices of 10.00 each, where the package price is 20.00, an automatic allocation gives 6.66 to each revenue category of the products.

Note: When calculating allocations, consider the quantities of the items involved. For example, if the list price of a package line item is 50.00 and the quantity is 2, then that item contributes 100.00 to the price of the package.

Scenarios for System-Calculated Revenue Allocations

This topic gives the following examples of how system-calculated revenue allocations might be used. You might use system-calculated revenue allocations differently, depending on your business model.

This topic contains the following topics:

Calculating Allocations for a Two-Item Package

A sales representative enters a basic package containing two items. The following table shows an example of how Siebel Hospitality might calculate revenue allocations for this type of package. Each item in the table has a quantity of 1.

Table Two-Item Package Example

Package Breakdown	List Price	Negotiated Price	Unit Net Price	Formula	Per Person Allocation
Package Per Person	100.00	100.00	100.00	None	Not applicable
— Event Order Item	50.00	Not applicable	Not applicable	(50/(50+60))*100	45.45
— Menu Item	60.00	Not applicable	Not applicable	(60/(50+60))*100	54.55

Siebel Hospitality determines the revenue contribution percentage of each item from the list price of the item. The list price of an item divided by the total of the item list prices equals the contribution percentage of that item. Multiply this contribution percentage by the unit net price of the package to determine how much that item contributes to the price of the package.

Calculating Allocations for a Two-Item Package with Discounted Price

A sales representative enters a basic package containing two items. This package has a discounted price. The following table shows an example of how Siebel Hospitality might calculate revenue allocations for this type of package. This scenario is similar to Calculating Allocations for a Two-Item Package, except that the customer has negotiated a lower price. Each item in the table has a quantity of 1.

Table Two-Item Package with Discounted Price Example

Package Breakdown	List Price	Negotiated Price	Unit Net Price	Formula	Per Person Allocation
Package Per Person	100.00	80.00	80.00	None	Not applicable
— Event Order Item	50.00	Not applicable	Not applicable	(50/(50+60))*80	36.36
— Menu Item	60.00	Not applicable	Not applicable	(60/(50+60))*80	43.64

Siebel Hospitality determines the revenue contribution percentage of each item from the list price of the item. The list price of an item divided by the total of the item list prices equals the contribution percentage of that item. Multiply this contribution percentage by the unit net price of the package to determine how much that item contributes to the price of the package.

Calculating Allocations for a Three-Item Package with Menu Per Person

A sales representative enters a basic package that includes a menu per person as a line item. The following table shows an example of how Siebel Hospitality might calculate revenue allocations for this type of package. Each item in the table has a quantity of 1.

Table Three-Item Package with Menu Per Person Example

Package Breakdown	List Price	Negotiated Price	Unit Net Price	Formula	Per Person Allocation
Package Per Person	50.00	50.00	50.00	None	Not applicable
— Event Order Item	20.00	Not applicable	Not applicable	(20/(20+10+25))*50	18.18
— Menu Item 1	10.00	Not applicable	Not applicable	(10/(20+10+25))*50	9.09
— Menu Per Person	25.00	Not applicable	Not applicable	(25/(20+10+25))*50	22.73
— — Menu Item 2	Not applicable	Not applicable	Not applicable	None	Not applicable
— — Menu Item 3	Not applicable	Not applicable	Not applicable	None	Not applicable

The contribution percentage for the menu per person is based on the list price of the menu per person. (However, if the menu per person is a split menu, Siebel Hospitality ignores it and does not include it in any calculations.)

Calculating Allocations for a Package Within a Package

A sales representative enters a package within a package. The following table shows an example of how Siebel Hospitality might calculate revenue allocations for this type of package. Each item in the table has a quantity of 1.

Table Package Within a Package Example

Package Breakdown	List Price	Negotiated Price	Unit Net Price	Formula	Per Person Allocation
Package Per Person 1	50.00	50.00	50.00	None	Not applicable
— Event Order Item	20.00	Not applicable	Not applicable	(20/(20+25))*50	22.22
— Package Per Person 2	25.00	Not applicable	Not applicable	None	Not applicable
— — Menu Item 1	20.00	Not applicable	Not applicable	(20/(20+18))((25/(20+25))50)	14.62
— — Menu Per Person	18.00	Not applicable	Not applicable	(18/(20+18))((25/(20+25))50)	13.16
— — — Menu Item 2	10.00	Not applicable	Not applicable	None	Not applicable
— — — Menu Item 3	20.00	Not applicable	Not applicable	None	Not applicable

To calculate the contribution percentages of the items in the child package, Siebel Hospitality first calculates the contribution percentage of the child package. Siebel Hospitality then calculates the contribution percentages of the child line items of the package to the contribution percentage of the child package. A breakdown of the calculation steps follows.

The price of Package Per Person 1 is 50.
This 50 is made up of Event Order Item and Package Per Person 2.
The per person allocation for Event Order Item out of the 50 is 22.22.
This leaves 27.78 of the 50 for Package Per Person 2.
Siebel Hospitality now determines how to allocate the 27.78 to the items in Package Per Person 2.
Siebel Hospitality determines the contribution percentage of Menu Item 1 and Menu Per Person within Package Per Person 2.
The contribution percentage of Menu Item 1 equals ((20/(20+18)).
The contribution percentage of the Menu Per Person equals (18/(20+18)).
The contribution percentages of Menu Item 1 and Menu Per Person, multiplied by 27.78, determine how much of the 27.78 to allocate to each of the respective line items.

Note: If another level of a package within a package exists, Siebel Hospitality follows the same iterative process to determine the per person allocations for that package.