Routing Instructions and Profile Type

When the Cashiering>Routing application function is set to Y, you may use the Rate Code screen More tab to associate routing instructions with the rate code.

To use this feature, select a profile type and one or more transaction codes. When the rate code is attached to a reservation and a profile of the specified profile type (Agent, Company, Contact, or Source) is also associated with the reservation, you are prompted whether you wish to attach the rate code routing instructions to the reservation. If you reply Yes, expenses for the specified transactions codes are automatically routed to window 2 on the guest Billing screen (or to the next available Billing screen window) which is charged to the associated profile.

Note: See Reservation Screen for additional information on attaching default routing instructions to the reservation.

Note: In a PMS and ORS environment (when the OPR<version number> ORS license code is active) routing codes can be transferred between the two programs for shared contact, company, travel agent, source, or vendor profiles (this does not apply to transaction codes - only routing codes). When a routing code is added to a profile in PMS, in ORS that same profile is updated with the routing code. Likewise, in ORS when a routing code is set for the profile, that profile in PMS will update and contain the routing code from ORS. For this process to occur, either a) identical routing codes must already be configured in both programs or b) routing code conversion codes must be set up between the two systems in OXI-HUB (Interface Conversion>Conversion Codes). If identical routing codes do not exist in both programs, or if conversion codes have not been set up, the profile will stage when the system validates the routing codes during the transfer. The profiles can be matched and merged through Profile Merge (Options>Merge) or in ORS>Suspended Profiles. When routing codes are removed from one profile (in ORS or PMS), the codes will be removed from the other profile. When routing codes are removed, the system makes them inactive and they are not visible to the user anywhere in the application.

Provide the following information:

Instructions. Select the down arrow to choose one or more transaction codes that you wish to route to a separate Billing screen window. See Billing Instruction Code Selection for details.

Note: A COMP transaction code cannot be selected as a default rate code for routing as an authorizer would then have to be identified among other steps that are required for COMP transaction codes.

Profile Type. Select the down arrow and choose the profile type that is eligible to accept charges from the chosen transaction codes.

Hierarchy of Routing Instructions

It is possible that a reservation could be associated with a source, a contact, an agent, a company, and a rate code, each of which has its own associated routing instructions. In this case, the user will be prompted to select default routing instructions in the following order:

The SOURCE profile attached to the reservation.
The AGENT profile attached to the reservation.
The COMPANY profile attached to the reservation.
The CONTACT profile attached to the reservation.
The RATE CODE attached to the reservation.

Example:

Assume that the HOLIDAY rate code has routing instructions attached to it for the agent profile type. Also assume that the Metro Design company profile has routing instructions associated with it, as does the Sun Seekers travel agency profile.

You make a reservation that has Metro Design attached as a Company, Sun Seekers as a Travel Agent, and HOLIDAY as a Rate Code. When you save the reservation, the Default Routing form is displayed and lists the routings in the following order to be selected and applied to the reservation:

AGENT Routing Instruction.
COMPANY Routing Instruction.
RATE CODE Routing Instruction. At this point, the company profile routing instructions are replaced by the rate code routing instructions. Although the association of the reservation with Sun Seekers (the agent) makes it possible to take advantage of the rate code routing instructions, the transaction codes that are routed may be entirely different from the transaction codes that are associated with Sun Seekers profile routing instructions.

Hierarchy of Routing Instructions for Profiles with Auto-Populate YN Selected

When the Reservations>Auto Population of Routing Instruction application parameter is set to Y and the Auto Populate YN check box is selected for the profile, then the following hierarchy is used:

Check the RATE CODE has a profile type to be automatically attached to the reservation. If there is then, use this as the routing instruction on the reservation. If none then...
Check if there is an automatic routing instruction attached the SOURCE profile. If there is then, use this as the routing instruction on the reservation. If none then...
Check if there is an automatic routing instruction attached the AGENT profile. If there is then, use this as the routing instruction on the reservation. If none then...
Check if there is an automatic routing instruction attached the COMPANY profile. If there is then, use this as the routing instruction on the reservation. If none then...
Check if there is an automatic routing instruction attached the CONTACT profile. If none then the final check is...
Check if there is a routing instruction on the promotion code(s).