Managing Rate Code Default Routing
From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.
Enter search criteria and click Search.
From search results, select the rate code and click vertical ellipsis, select Edit.
On the Rate Code presentation page click the Routing Instructions details link.
Click Edit and complete the following:
Profile Type: Select the profile type from list that is eligible to accept charges for the chosen transaction codes
In the Search panel search for routing codes and/or transaction codes, click Search.
Select one or more Routing Codes or Transaction Codes from the Available list and then click > to move to the selected panel.
Repeat as needed.
Click Save.
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 linked to the reservation.
The AGENT profile linked to the reservation.
The COMPANY profile linked to the reservation.
The CONTACT profile linked to the reservation.
The RATE CODE selected for the reservation.
Hierarchy of Routing Instructions for Profiles with Auto-Populate Routing Selected
When the Auto Populate check box is selected for the Profile Default Routing Instructions, 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 not RATE CODE, else check if there is an automatic routing instruction attached to the SOURCE profile. If there is then, use this as the routing instruction on the reservation.
If not SOURCE, else check if there is an automatic routing instruction attached to the AGENT profile. If there is then, use this as the routing instruction on the reservation.
If not AGENT, else check if there is an automatic routing instruction attached to the COMPANY profile. If there is then, use this as the routing instruction on the reservation.
If not COMPANY, else check if there is an automatic routing instruction attached to the CONTACT profile.
If not CONTACT, else check if there is a routing instruction on the promotion codes.