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Business Block Header - SFA
Important! When the appropriate View and Edit Profile permissions have been granted, it is possible in the Business Block screen to open the attached Account, Contact, Business Block or Potential record by double clicking on the name. Please note that a double click is only enabled if there is an actual value in the field.
Account/Company. Displays the Company attached to the highlighted Business Block. To add another Company to this Business Block, press the ellipsis [...] button.
Agent. Displays the Agent attached to the highlighted Business Block. To add another Agent to this Business Block, press the ellipsis [...] button.
Source. Displays the Source attached to the highlighted Business Block. To add another Source to this Business Block, press the ellipsis [...] button.
Group. Displays the Group attached to the highlighted Business Block.
Note: Business Blocks that are also Lead Masters (and leads also) are created without group profile links. For data leads, the group profile will get created and linked automatically either when the Lead gets inserted at the remote property or when the lead gets confirmed at the local property. Email leads will never have a group profile associated, as they are not needed.
Block ID. The Block ID of the selected booking.
Property Indicator. Select the 
button to access the Property screen. The name of the property where the Business Block is booked will display to the left of this icon. Please note that in SFA this icon is only displayed when a property booking and/or a lead is selected. This icon remains hidden when an SFA booking is selected.
Contact. Displays the Contact attached to the highlighted Business Block. To add a different Contact to this Business Block, press the ellipsis [...] button.
Contact 2. Displays the Contact attached to the highlighted Business Block.
The Agent, Contact and Contact 2 fields are all affected by the following logic: if multiple contacts exist for the booking, the contact selected as the primary will display on a yellow background to indicate that multiple contacts are attached. If the contact selected has no relationship to the account or company already associated with this booking the contact's name will display on a red background. In the event of multiple contacts and contacts with no relationship, the non-associated contact must be designated as the primary contact to display in any of these field with a red background.
Potential. Displays the Potential attached to the Business Block. To add another Potential to this Business Block, press the ellipsis [...] button.
Note: When OXI processes an inbound allotment message into SFA where the allotment is a block or confirmed lead, the record will be locked in SFA, if the Keep Lead Control application parameter is set to N. This will relinquish ownership of the block in SFA to the receiving property.
Dates Flexible. When the application function Blocks>Alternate Dates is set to Y, this option allows for the entry of an alternate set of dates or date ranges for which this block can be booked. Alternate Dates can be used as a means for suggesting date sets or date ranges on Leads either by SFA or the lead recipient. See Creating and Editing Business Blocks in SFA for more details.
Note: Copying a booking with Alternate Dates will NOT copy the alternate dates. Also, when alternate dates exist for a booking, a lamp will display at the bottom of the Business Block screen. If the booking is a Lead, the lamp will display on the Lead itself and when the lead is selected on the Lead (LEADRECV) screen. Click on the lamp to access to the alternate dates directly.
Name. Displays the name of the Business Block. By default if there is an Account/Company field populated, it will copy this name to the Name of the Business Block. However, if the Name of the Business Block is different from the Account/Company, then edit it by typing in the field.
Start Date. A calendar field and is asking you the start of this Business Block. This may not necessarily be the Arrival of the Guests in-house, but may include a set up day for Events.
Nights. Type the number of nights required for this Business Block. Remember it may not necessarily be the number of nights the guests are staying in-house.
End Date. A calendar field calculated from the Start Date and Nights fields. If this field is incorrect you can change it and it will update the Nights field.
Status. A pick box field where you may select the status of 1) overall booking and 2) the Rooms section. Because this is a new Business Block only certain Statuses will be available in this pick box.
Market. A pick box where you may select the market segment within your hotel to which this Business Block is eligible. Market segments are attached to the Reservations.
Source. A single choice pick box used to specify how you got this Business Block. You may qualify how this block came into the hotel.
Owner. This is defaulted to the Sales Manager who is the Primary owner of the Profile that is attached at the Account/Company level. If you wish to attach an additional owner or change the primary ownership click on the ellipsis button. If this Business Block has been created directly from the Main Menu you will need to attach the Primary Contact as it will not be populated.
The following rules have been applied for defaulting the overall Salesrep code on a new booking:
If account and contact have the same owner, it only defaults once.
Owner defaults as the BB Secondary Overall Owner.
If account and contact have the same owner, it only defaults once.
If account and potential have the same owner, it only defaults once.
Note: These scenarios work identical in S&C and SFA.
Origin. Define the channel where this Business Block originated.
This section shows the property code and property description of all properties for which leads have been created, for this booking. If any lead gets confirmed, the property it is confirmed to moves to the top of this list and is displayed with a green background. The grid contains the following information for each lead sent:
See Also
