Configuring Package Arrangement Codes (Folio Groupings)

Package arrangement codes can link to one or more packages. See Configuring Package Codes. If the package is configured with a package arrangement code, the package-related transactions are grouped together on the folio by the package arrangement code. Grouping by package arrangement code is implemented regardless of the package configuration, for example, Included in Rate, Add to Rate /Combined Line, or Add to Rate/Separate Line.

The following folio styles are affected by this functionality.

1 - Detailed Folio (Date)

9 - Detailed Folio (Room)

14 - Summary by Check No (Date)

If no check number applies, the arrangement code is observed. Otherwise, transactions with check numbers will be grouped by reservation, check number, and date.

15 - Group Folio Subtotal (Date)

16 - Group Folio Subtotal per Guest (Date)

18 - Group Folio Subtotal per Room (Date)

Adding Package Arrangement Codes

  1. From the Administration menu, select Financials, select Cashiering Management, and then select Package Arrangements.

  2. Click New and enter the following details:

    1. Property: Confirm or select the property.

    2. Arrange Code: Enter an alpha-number code.

    3. Description: Enter a description to appear on the folio.

      1. Manage Translation: Click to open the multi-language screen and configure a translated description for each language.

  3. Click Save.

Editing Package Arrangement Codes

  1. From the Administration menu, select Financials, select Cashiering Management, and then select Package Arrangements.

  2. Enter search criteria and click Search.

  3. Select the arrangement code, click the vertical ellipsis, and select Edit.

  4. Update the configuration.

  5. Select Inactive to make the arrange code inactive.

  6. Click Save.

Deleting Package Arrangement Codes

You cannot delete a package arrangement code that is attached to a package.

  1. From the Administration menu, select Financials, select Cashiering Management, and then select Package Arrangements.

  2. Enter search criteria and click Search.

  3. Select the arrangement code, click the vertical ellipsis, and select Delete.

  4. Click Delete to confirm.