Entering Historical Data in the Histories Screen (User)

The Histories screen lists historical opportunities, quotes associated with a selected opportunity, and functions and room blocks associated with a selected quote. You can enter all this information to create a collection of historical data with which to associate current opportunities.

Historical opportunities are made to appear in this screen in the following ways:

• You can manually enter a new opportunity and, optionally, enter associated quotes, functions, and room blocks. In this case, the historical record is editable.

• When an existing quote has a status of Definite, Siebel Hospitality automatically displays the associated opportunity, the quote, and associated functions and room blocks in the Histories screen. In this case, the historical record is read only.

Note: You can enter only historical opportunities in the Histories screen. You cannot enter future opportunities. For information about entering future opportunities for the Histories and Futures functionality, see Associating Historical and Future Opportunities with a Present Opportunity (User).

To manually enter a new historical opportunity, the quotes associated with the opportunity, and the functions and room blocks associated with the quotes, follow the procedures in this topic.