Allocation Inventory Control

Allocation Inventory Control is available for Master and Sub Allocations so the user can assign where the inventory will be returned if the rooms are released or canceled. This is done on the Allocation Inventory Control screen, accessed through the Business Block Options>Inventory Control button. Allocation Inventory can be controlled on a day-day basis and for Master Allocations and/or Sub Allocations.

Prerequisites:

• The Inventory Control button on the Business Blocks Options menu is available when the permission Blocks>ALLOCATION INVENTORY CONTROL is granted. The permission is available when the application parameter Blocks>ALLOCATION INVENTORY CONTROL is active.

Application Settings:

• Application parameter Blocks>ALLOCATION DAILY INVENTORY CONTROL. Allows for allocation control on a daily basis.
• Application setting Blocks>SUB ALLOCATION INVENTORY CONTROL DEFAULT. Allows for allocation control on sub allocations.

Overview

Inventory Control provides PMS/ORS users with the ability to control each block's inventory, depending on the application settings and if the allocation is a Master or Sub Allocation. Inventory control records define on a daily basis where inventory will be returned when the following scenarios occur:

• A pick-up reservation gets canceled
• A pick-up reservation gets deleted
• A pick-up reservation’s number of rooms gets reduced
• A pick-up reservation gets moved
• A pick-up reservation is removed from the allocation (block code removed)
• A sub allocation is washed
• A sub allocation has its number of rooms reduced (manually)
• A sub allocation is moved to different dates
• A sub allocation is deleted
• A sub allocation is canceled
• A sub allocation gets cutoff
• If an allocation is copied, the inventory control records will not be copied, and instead set to the default values.
• Any changes that are made to block inventory control records will be logged in the Business Block Change Log.

Master Allocation

The Master Allocation (only) has two inventory control options:

• KEEP (Default) - Keep canceled /or released Rooms in the current Block.
• HOUSE - Return canceled /or released Rooms to House Availability.

Sub Allocation

The Sub Allocation has three inventory control options: KEEP, MASTER, and HOUSE. The default for the Sub Allocation is set through the application setting Blocks> SUB ALLOCATION INVENTORY CONTROL DEFAULT.

• KEEP (Default) - Keep canceled /or released Rooms in the current Block.
• MASTER - Return canceled /or released Rooms in the current Block to the Master Block.
• HOUSE - Return canceled /or released Rooms to House Availability.

Allocation Inventory Screen

On the Business Block Screen, highlight a Master Allocation or a Sub Allocation and select Options>Inventory Control. The Allocation Inventory Control screen appears.

Search Criteria

Date. This date defaults to the start date of the highlighted master allocation or sub allocation on the Business Block screen. You can select another start date using the calendar tool and selecting Search.

Grid

The grid shows a list of the master and all its sub allocation, regardless if the Options button is selected from the master or from one of the sub allocations. The cursor is placed on the record from where the screen was invoked.

Updating the Grid

The grid cells can be either updated directly in the grid, or by selecting the Edit button.

The Edit button opens the Inventory Control screen where you can enter a date range, day-of-week setting, and default inventory control type for the selected date range / day-of-week pattern. The date ranges entered must fall between the allocation start and end dates. The Inv. Control options are KEEP and HOUSE for Master Allocations (default KEEP), and KEEP, MASTER and HOUSE for Sub Allocations (default taken from the application setting Blocks>SUB ALLOCATION INVENTORY CONTROL DEFAULT).

Allocation. The allocation that was highlighted when selecting Edit is shown in the Allocation field. Select additional allocation records through this field to enable the update of multiple sub allocations at the same time.

From Date/To Date. The default dates initially appear in the fields. If desired, select other dates within the range that you want to control the inventory. If allocation dates are extended, the default inventory control values apply to the additional dates. If the date range of an allocation gets decreased, the inventory control records no longer in the allocation date range are deleted. If a business block is moved, only those inventory control records that are still within the new business block date range will be kept. Any records no longer in the business block date range will be deleted.

Inv. Control. If the master allocation is part of the selected records, only values KEEP and HOUSE are available for selection. If only sub allocations have been selected, then values KEEP, MASTER and HOUSE are available for updating.

Days of Week. Select the days of the week that you want the inventory control setup to apply.

Examples

Example 1:

A six-day reservation that was picked-up against a sub allocation gets canceled. The inventory control settings on the master and sub allocations for the days of the reservation are as follows:

Day	Master	Sub
Day 1	KEEP	KEEP
Day 2	KEEP	MASTER
Day 3	KEEP	HOUSE
Day 4	HOUSE	KEEP
Day 5	HOUSE	MASTER
Day 6	HOUSE	HOUSE

Day 1: The inventory will be returned to the sub allocation.

Day 2: The inventory will be returned to the master allocation.

Day 3: The inventory will be returned to house availability.

Day 4: The inventory will be returned to the sub allocation.

Day 5: The inventory will be returned to house availability (sub returns to master, but master returns to house).

Day 6: The inventory will be returned to house availability.

Example 2:

A one-day sub allocation that holds 10 rooms, but does not yet have any pick-ups, gets canceled.

Master	KEEP	The 10 rooms are returned to the master allocation.
Master	HOUSE	The 10 rooms are returned to the house availability.

The inventory control only applies before the cutoff date. Once the Master and / or Sub Allocation have been cut-off, inventory will be returned as per the rules below:

• Master and Sub Allocation both not cut off: Picked-up rooms are returned as per inventory control setting on the Master and Sub Allocations.
• Master Allocation not cut off, Sub Allocation cut off: Picked-up rooms are returned as per the inventory control setting on the Master Allocation.
• Master Allocation cut off, Sub Allocation not cut off: Picked-up rooms are returned as per inventory control setting on the Sub-Allocation. If this setting is Master, the rooms are returned to HOUSE, as the Master is cut off.
• Master and Sub Allocations both cut off: Picked-up rooms are returned to HOUSE.