Configuring Rate Code Default Routing Instructions
Managing Rate Code Default Routing
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From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.
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Enter search criteria and click Search.
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From search results, select the rate code and click vertical ellipsis, select Edit.
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On the Rate Code presentation page click the Routing Instructions details link.
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Click Edit and complete the following:
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Profile Type: Select the profile type from list that is eligible to accept charges for the chosen transaction codes
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Instructions: Select the routing codes or sales charge transaction codes that you want to route to a separate Billing folio window.
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In the Search panel search for routing codes and/or transaction codes, click Search.
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Select one or more Routing Codes or Transaction Codes from the Available list and then click > to move to the selected panel.
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Repeat as needed.
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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:
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The Source profile linked to the reservation.
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The Agent profile linked to the reservation.
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The Company profile linked to the reservation.
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The Contact profile linked to the reservation.
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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:
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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.
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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.
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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.
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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.
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If not Company, else check if there is an automatic routing instruction attached to the Contact profile.
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If not Contact, else check if there is a routing instruction on the promotion codes.
Parent topic: Configuring Rate Codes