You are working at the front desk and need to set up a charge routing for a group. The group agreed that all room and breakfast charges need to be routed to the overall group reservation. You add the charge routing to the group and auto-update the charge routing rule to all individual reservations attached to the group.
Charge routing is a way that directs specific postings towards certain subfolio's.
To add a charge routing to a group
- From the home page, do one of the following to open the seek page:
Press SHIFT+CTRL+R on your keyboard.
Click the Reservations menu in your top bar and select Group Reservations.
To view the full list of all group reservations, leave all fields empty.
To check all reservations with a certain name, or between a certain arrival and departure date, complete the name or date range in the arrival and departure fields. -
Click Confirm (
). The Browse group reservation screen displays. - Do one of the following to display the group reservation:
Select the appropriate reservation and click Confirm (
)Double-click the appropriate reservation.
-
Click the Update (
) icon in the group. The update individual reservations page displays. -
Click the Charge routing tab and then select the Charge routing (
) icon. The charge routing page displays. -
Modify the fields as appropriate.
Charge routing details Post groups
Select the post groups that are included in the charge routing you are setting up.
You can select multiple post groups by holding the CTRL button on your keyboard.
Any article in a reservation linked to the post group is posted in the sub-folio you select in the charge routing.Standard
Once the post groups are selected, the next step is to identify in which folio these groups should be posted. Select Subfolio B, C, D, or route to master or group.
The master check box is only available if a master reservation is linked to the reservation.
The Route to group option is only available if the reservation is part of a group or the routing is created from within the group.
Sub-folio B is mostly used as the company folio.Alternate
Optionally, you can charge the post groups to the folio with the alternate address.
This is used when an alternative address is added to the reservation and the maximum amount check box is selected.
Maximum amount
Optionally, select the check box and add a maximum amount.
This is useful when, for example, a company only pays a certain amount for food, and this is set up with a maximum amount for several post groups to post on the company subfolio B. When the maximum amount is reached, the remaining charges are posted in the general sub-folio A.
Start date
Optionally, enter a start date to identify if the charge routing is only activated for a portion of the stay.
If the date fields are blank, the charge routing rules are valid for the entire length of stay.
End date
Optionally, enter an end date to identify if the charge routing is only activated for a portion of the stay.
If the date fields are blank, the charge routing rules are valid for the entire length of stay.
-
The bottom of the charge routing page displays the charge routing rules selected.
The post groups selected are listed. The routing indicates if the posting is added to the standard or alternate folios. The information section displays where the post group is posted in the reservation and if a maximum posting amount is entered.
-
Do one of the following:
-
Click Confirm (
) to complete your charge routing. -
Click Cancel (
) to discard your changes.
-
-
When confirmed, the update individual reservations page displays again. To update the charge routing in all individual reservations, select the check box and then click Confirm (
).A process bar displays to update all individual reservations attached to the group with the charge routing info.
The charge routing icon (
) is visible in the top bar of the group and individual reservations when a charge routing is attached to the group.