Configuring Comp Routing Codes

Prerequisites for Comp Routing Codes

Adding Comp Routing Codes

Note:

Configure a * Code to route all comp charges, disabling the ability to select specific transaction codes.

1. From the Administration menu, select Financial, select Comp Accounting, and then select Comp Routing Codes.

2. Click New and complete the following fields:

   1. Property: Enter or confirm the property.

   2. Description: Enter a description of what this code includes (for example, Room Charges, Banquet, Food & Beverage, Golf Charges).

   3. Code: Enter a code for the routing instruction (for example, FBA, RMZ, GOLF).

   4. Apply To: Select the days of the week to which this comp routing code applies.

   5. Routing Limits: Select one of the following for the default routing limits:

      • Amount: Select to specify a maximum amount for this routing instruction. The limit accepts the total amount you can route for any one reservation using this routing instruction. No limit is set if you leave the Limit field blank.

      • Percentage: Select to specify this routing instruction to route a percentage of the transactions associated with it. For example, enter 10 in this field to route 10% of each transaction. Generates such as taxes and service charges are also split by the designated percentage.

      • Covers: Select to specify a default number of covers to auto-populate in the Covers field on the Routing Instructions screen when this routing code is selected. Covers indicate the number of charges or transaction codes the routing code covers.

   6. Apply Per Day: Select to generate a separate comp routing instruction for each day of the stay. This may be useful, for example, when you want the routing limit to apply to each day of the stay rather than to the entire stay or to a range of dates.

   7. Inherit Rate Code (optional): Select to inherit the rate code from the comp authorizer group and have this rate code applied to the reservation. When a comp routing instruction is set up using a comp routing code with Inherit Rate Code selected, the rate code defined in the authorizer group will be applied to the reservation.

3. Search for and select the transaction code(s) to associate with the new comp routing code (hold down the Ctrl key to select multiple transaction codes).

4. Click the directional arrow button to move the codes to the selected list.

5. Click Save.

Editing Comp Routing Codes

1. From the Administration menu, select Financial, select Comp Accounting, and then select Comp Routing Codes.

2. Select or confirm the Property.

3. Enter search criteria and click Search.

4. Select the comp routing code, click the vertical ellipsis Actions menu, then select Edit.

5. Update the configuration.

6. Click Save.

Deleting Comp Routing Codes

1. From the Administration menu, select Financial, select Comp Accounting, and then select Comp Routing Codes.

2. Select or confirm the Property.

3. Enter search criteria and click Search.

4. Select the comp routing code, click the vertical ellipsis Actions menu, then select Delete.

5. Select Delete.