Roadmap for Setting Up Siebel Hospitality

Use this chapter in combination with Siebel Applications Administration Guide, Siebel Product Administration Guide, and Siebel Pricing Administration Guide.

Note: The Siebel Bookshelf is available on Oracle Technology Network (OTN) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

Siebel Applications Administration Guide covers the setup tasks that are common to all of Oracle’s Siebel Business Applications, such as using license keys, defining employees, and defining the structure of your company. The guide also provides the information that you must have to perform data administration and document administration tasks.

Some tasks discussed in this chapter replace the corresponding tasks in Siebel Applications Administration Guide, whereas others are additional tasks. Make sure you review the following table in this topic before following the procedures in Siebel Applications Administration Guide.

This chapter assumes that you have already performed the following operations:

Installed or completed the upgrade of Siebel Hospitality, and created the Siebel Administrator account that is used to perform the tasks described in this guide. For more information, see Siebel Installation Guide. If you are upgrading, see Siebel Database Upgrade Guide.
Completed general Siebel application setup procedures, such as adding employees, assigning positions and responsibilities, setting visibility rules, and so on. For more information about the user authentication environment and how visibility works, see Siebel Security Guide.

Administrative Task	Description	For More Information
Workflow process activation	Set up Siebel Hospitality-specific workflows to process data and run some application behaviors.	Process of Setting Up Hospitality Workflows Siebel Business Process Framework: Workflow Guide
State model activation	Activate the TNT Event Check Status state model by defining activation and expiration dates that span a current and future time period.	Activating the TNT Event Check Status State Model
Assignment Manager setup	Set up Assignment Manager to automate the assignment of event-related activities to a person or team, as defined by specific assignment rules. Assignments rules can be based on any combination of criteria, including business workflow policies, employee skills, workload, and territory or account team definitions.	Siebel Assignment Manager Administration Guide
Opportunity quotes administration	Set parameters to control behaviors of quotes generated from an opportunity.	Process of Configuring Opportunities and Quotes
View dates configuration	Control the date synchronization behavior of certain views that display two or more date ranges.	Disabling Date Synchronization
Property administration	Set up property records and property characteristics.	Setting Up Properties
Function space, sleeping room, and suite administration	Create function space records, sleeping room records, suite records, and property-specific setup styles.	Setting Up Function Spaces, Sleeping Rooms, and Suites
Product line administration	Set up product lines for sleeping rooms and generic catering products.	Siebel Product Administration Guide
Product and asset administration	Group products into parent categories, child categories, and subcategories. Define generic catering products, room blocks, and assets.	Setting Up Products and Assets Siebel Product Administration Guide
Menus and packages administration	Set up menus and packages as property-specific complex products.	Setting Up Property-Specific Menus and Packages
Inventory control administration	Set up function space, sleeping room, and suite inventory controls.	Setting Up Inventory Controls
Function space administration	Set up day parts, status indicators, and translations for a property.	Defining Day Parts, Status Indicators, and Setup Style Translations
Tax code, service charge, and charge code administration	Set up tax codes, service charges, and charge codes for a property.	Setting Up Charge Codes, Taxes, and Service Charges Siebel Pricing Administration Guide
Product and property pricing administration	Create price lists for each property. Define the rates for function space, sleeping rooms, and suites. Set profit thresholds and pricing discounts.	Setting Up Pricing and Property Pricing
Meeting package setup	Create and maintain complete meeting packages and their associated components as generic objects.	Setting Up Meeting Packages
Event template setup	Create opportunity and quote event templates for event types that occur regularly.	Defining Event Templates
Contact and account creation	Define Hospitality accounts and contacts.	Siebel Applications Administration Guide
Proposal Generator setup	The proposal generator automatically creates agreement proposals from selected quotes.	Siebel Applications Administration Guide
Function Space Diary setup	Perform setup and configuration tasks for the Function Space Diary.	Process of Configuring the Function Space Diary
Turnover template setup	Use the Sales Assessment Template view to create a template for turnover tasks.	Siebel Applications Administration Guide
Reports setup	Configure headers, logos, and fields for Hospitality reports. Set up report text for taxes and service charges.	Roadmap for Administering Hospitality Reports Siebel Reports Guide