2 - ChoiceADVANTAGE.com

Transcription

WHAT’S NEW in
6.0 RELEASE NOTES
October 2014
THE INNOVATIVE WEB-BASED
PROPERTY MANAGEMENT SYSTEM
WHAT’S NEW in
*Indicates this enhancement is a result of suggestions submitted via IDEAlink.
Table of Contents
* Improve View Changes Usability ............................................................................... 3
* Credit Card Authorizations and Payment Corrections ............................................ 5
Additional Authorization/Correction Scenarios ................................................................6
•
Post Charge/Non-Room Package Scenario ................................................... 6
•
Post Payment for less than Balance Scenario .............................................. 7
•
Post Correction Scenario ................................................................................ 8
•
Post Adjustment Scenario............................................................................... 9
Create Tax Exempt Manual A/R Invoices for Company Profiles ............................. 10
Display Guest City and Postal Code on Arrivals/ Departures Lists ........................ 12
* Housekeeping Room Status .................................................................................... 13
* Groups Usability – Quick Pickup............................................................................. 14
* Group Search Criteria............................................................................................... 16
* Group Cut-Off Date ................................................................................................... 17
* Transaction Time Stamp in Folios........................................................................... 20
* Future Availability ..................................................................................................... 22
Additional Items Addressed in this Release ............................................................. 23
Property Systems – October 2014
2
WHAT’S NEW in
Improve View Changes Usability
New with this release, and based off the feedback of our users, changes have been
made to improve View Changes usability. Feedback indicated that view changes was
tough to understand and difficult to use. The changes implemented will enhance the
user experience by providing an easy to understand display and providing more
information at a glance.
The View Changes screen is accessible within any guest account under the Actions
menu.
When viewing changes, there are now six columns to help identify the changes that
occurred on the reservation. The Change Date, Change User, and Category columns
are sortable for increased usability.
If a modification is made to a guest account that has multiple actions, the expand icon
will allow you to drill down into that change to investigate.
3
WHAT’S NEW in
Improve View Changes Usability (cont.)
In the example shown, we have expanded the view beyond the Room Rate category
and see a rate change has taken place.
When multiple changes take place at once, they will all display under the contents of the
corresponding expansion icon. Here we see the check In Time, check In CLK, and the
account Status, Previous Value and New Value.
We have also added the ability to view changes regarding Recurring Charges. If there
is no previous value in a field, the Previous Value column will remain empty and the
New Value column will display the transaction code description and amount of the
charge.
Removing a recurring charge will create a second entry with a Previous Value. The
New Value column will be blank as the recurring charge has been deleted.
4
WHAT’S NEW in
Credit Card Authorizations and Payment Corrections
This enhancement improves the credit card authorization process when performing
payment corrections and changes to prevent excess credit card authorizations on the
last day of a guest stay. This information applies only to hotels that utilize Shift4
DOLLARS ON THE NET® credit card interface.
Automatic authorization requests made on the day of checkout are configurable. This
setting can be managed from:
Manage > Hotel Configuration > Credit Card Configuration
Under the Authorization Request on Day of Checkout heading are options to Enable
or Disable the feature.
Selecting Enable will automatically send a request for authorization to cover any
additional charges on the day of checkout. This is the default setting.
Selecting Disable will require the authorization request to be made manually to cover
any additional charges on the day of checkout. The warning message associated to the
Disable option states:
Warning: This option is provided but not recommended. By disabling the Automatic
Authorization, your hotel assumes full responsibility to send requests for authorization on the
last day of the stay.
Please take extra care when dealing with authorizations on guest credit cards as
results may impact guest satisfaction.
5
WHAT’S NEW in
Additional Authorization/Correction Scenarios
When enabled, there are several scenarios that will trigger a pop-up message to
display. Any payment for less than the balance due or corrections/adjustments to the
payment will consume the existing authorization in its entirety. An incremental
authorization will occur when additional charges are posted that are above the existing
authorization.
The pop-up windows state a message for each scenario. The scenarios that trigger the
messages include:
•
Post Charge/Non-Room Package Scenario:
At check out, additional charges must be posted to the guest folio. The
new balance exceeds the existing authorization on the folio. Selecting
YES will authorize for the existing non authorized balance, plus the new
charges. Selecting NO will continue without requesting Additional
Authorization. The current authorization will remain unchanged.
Selecting YES will add incremental Authorization for current charges and any outstanding
unauthorized charges after Existing Authorization.
Selecting NO will continue without requesting Additional Authorization. Any Additional
Authorization can be done manually.
6
WHAT’S NEW in
Additional Authorization/Correction Scenarios (cont.)
•
Post Payment for less than Balance Scenario:
At check out, the guest wishes to split the payment between cash and
credit card. Post the credit card first. The pop-up will ask to authorize the
difference between the payment which was just posted and the balance
due. Selecting YES will trigger an authorization for the balance due.
Selecting NO will cancel any authorization attempt and allow cash to be
posted. The system will consume the current authorization for the credit
card payment. No new authorization will be taken and cash can be posted
for any remaining balance.
Selecting YES will consume Existing Authorization. Additional Authorization may cause an
additional Hold on the guest card until funds are released by their bank.
Selecting NO will consume Existing Authorization and continue without requesting new
Authorization. Any Additional Authorization can be done manually.
7
WHAT’S NEW in
•
Post Correction Scenario:
Corrections must be made for 100% of the total amount and on the
business date the payment posting was made.
If a guest folio needs to be revised, usually for an adjustment of charges
and/or payments, adjust the credit card after the charges have been
corrected. As you make the adjustment to the credit card, the pop-up will
show you the existing authorization amount, the adjustment amount, and
the additional authorization request amount. By selecting YES,
authorization will be requested for the balance due. If NO is selected, the
existing authorization is consumed and there will be no existing
authorization remaining. Correcting off a payment will consume the entire
authorization. If there is a balance due, a new authorization will be needed
for the new amount.
additional Hold on the guest card until funds are released by their bank.
8
WHAT’S NEW in
•
Post Adjustment Scenario:
If a guest folio needs to be revisited, usually for an adjustment of charges
and/or payments, adjust the credit card after the charges have been
corrected. As you make the adjustment to the credit card, the pop-up will
show you the existing authorization amount, the adjustment amount and
the additional authorization request amount. By selecting YES,
authorization will be requested for the balance due. If NO is selected, the
existing authorization is consumed and there will be no existing
authorization remaining. Adjusting a payment will consume the entire
authorization. If there is a balance due, a new authorization will be needed
for the new amount.
additional HOLD on the guest card until funds are released by their bank.
9
WHAT’S NEW in
Create Tax Exempt Manual A/R Invoices for Company
Profiles
This enhancement adds a Tax Profile link to company profiles. This allows tax exempt
status to be set for individual company profiles. Any company profile that has Tax
Exempt status selected may create manual invoices which are tax exempt. A tax
exempt status on company profiles will not affect reservations or groups associated with
the company profile, or any manual invoices that were created prior to the exempt
status being added.
View a company profile, click on the Tax Profile link to set up the tax exempt profile.
10
WHAT’S NEW in
Create Tax Exempt Manual A/R Invoices for Company Profiles (cont.)
Within the Company Tax Exempt Profile, the Tax ID can be added to all applicable
taxes from which the company may be exempt. Click SAVE when you have finished
making changes. This will only apply to posting on A/R Invoices and will not be carried
over to the reservation.
Be sure to collect appropriate Tax Exempt identification.
11
WHAT’S NEW in
Display Guest City and Postal Code on Arrivals/
Departures Lists
This enhancement will display the guest City and Postal Code on the Arrivals and
Departures screens. By clicking the column header, you can sort the list in ascending or
descending order (as described on Pg 3). This will aid hotel accuracy when dealing with
guest accounts that have the same or similar names on the account.
12
WHAT’S NEW in
Housekeeping Room Status
This enhancement shows the housekeeping room status on the arrivals list after
assigning rooms for arrivals. This will allow the hotel to quickly determine if the room is
available and ready to be checked in.
The housekeeping room condition will display on the In House, Arrivals, and
Departure List to easily identify the condition of guest rooms at a glance.
If a room number has not been assigned, the Condition field for that room will remain
blank.
13
WHAT’S NEW in
Groups Usability – Quick Pickup
With this enhancement, Quick Pickups will allow the quantity of adults and children to
be entered. The number of adults and children entered into the quick pickup screen will
be reflected on the guest reservations. Any charges associated to the number of guests
such as rates, recurring charges, and group bundle charges will calculate based on the
number of adults and children that are entered.
When viewing the group, select the Reservations tab.
From the Actions menu, select Quick Pickups.
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WHAT’S NEW in
Groups Usability – Quick Pickup (cont.)
From the Quick Pickups screen, enter the number of Adults and Children for the
reservation.
The number of Adults will default to 1 and Children to 0.
15
WHAT’S NEW in
Group Search Criteria
This enhancement provides additional criteria to perform searches within the Find >
Group Master function. This will assist in quickly locating groups for added efficiency in
dealing with groups.
The additional search criteria added are CRS Group Code and Group ID.
If ALL FUTURE GROUP MASTERS or FIND GROUP MASTER is clicked, a list of
groups will display. New sortable columns have been added to help find results faster.
Contact First Name, Contact Last Name and Cut-Off Date are new columns added
that can be sorted in ascending and descending order.
16
WHAT’S NEW in
Group Cut-Off Date
As a result of this enhancement, Group Cut-Off information will display on the Search
Results of Find Group Master. Displaying the cut-off date information on the search
results screen will help manage groups quickly and efficiently.
17
WHAT’S NEW in
Group Cut-Off Date (cont.)
If the Auto Drop function was not selected within Stay Information, the Cut-Off Date
will say (No Auto Drop).
If the cut-off date has elapsed, (Passed) will display beside the cut-off date.
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WHAT’S NEW in
Group Cut-Off Date (cont.)
When Auto Drop has been selected in Stay Information, but the Cut-Off date has not
been met, there is no notification and the field remains blank.
If a Rolling number of days are shown, this indicates a rolling cut-off was set.
19
WHAT’S NEW in
Transaction Time Stamp in Folios
With this enhancement, any viewed account (Guest, Group, and House) will display a
date and time stamp of the posted transaction. This will help close any gaps on any
account research that may need to be performed. The time displayed will be local hotel
time.
When viewing a folio, the Posting Date column has been added and will display the date
and time (in 24 hour format). The date and time stamp will only display on screen, and
does not apply to printed folios.
The Posting Date may be after the Date field if the posting occurs after midnight, but
before the night audit is run.
20
WHAT’S NEW in
Reservation Confirmation Screen – Day of Week
Visible
This enhancement will display the arrival and departure days of the week on the
reservation confirmation screen. This will help ensure accuracy when confirming
reservations with the guest.
21
WHAT’S NEW in
Future Availability
This enhancement to Future Availability (View > Future Availability) will allow for a
search of a future date in inventory. If you leave the future availability screen and then
return, it will remember the date you previously searched within a user session. This will
allow you to confirm information with the guest more efficiently.
To change the date remembered, the user will need to perform any one of the following
actions:
•
•
•
Enter a new search date
Click the Today button within Future Availability
End the user session by logging out.
22
WHAT’S NEW in
Additional Items Addressed in this Release
Print Statements Language
Statements would not print in the account’s default language when the “Use Account
Default” setting was selected. Statements will now print in the account's default
language when using the "Use Account Default" setting.
Credit Card Adjustment on Folio Views
When a credit card adjustment to Folio 2 was posted, the balance moved to Folio 1. The
posting and balance will now remain on Folio 2 when credit card adjustments are done
in that folio.
Pay Multiple Invoice Auth Error
An error message would display when submitting a voice authorization on payments for
multiple invoices. Users will no longer receive an error message when submitting a
voice authorization on payments for multiple invoices.
Overnight Stay Incorrectly Assigned an Occupied Day Use Room
Overnight reservations were incorrectly allowed to be assigned a room already
occupied by a day use in the middle of the stay. Day use rooms with a pre-assigned
room number will now block that room, prohibiting others to also book that same room.
Company History Master List Displays Error When Non-US Countries Print
An error would display when non-US properties would print Company History Master
List (All Countries). Now when non-US properties run the Company History Master List,
they will no longer receive an error.
Printing Credit Note
The credit note was not printing at first instance. The original credit note will now print
on the first instance.
23
WHAT’S NEW in
Additional Items Addressed in this Release (cont.)
Tax Exempt Report
The Tax Exempt Report displayed guests that had taxes refunded. The Tax Exempt
Report will now show only tax exempt guests.
Tape Chart Optimization Error
The optimization error, “Reservation Data has changed” would display when running an
optimization after changing reservation information on Tape Chart. This error will no
longer display when running the Optimization function on the Tape Chart.
Group Guest Folio With Non-Room Package and Recurring Charge is Incorrect
A group guest folio with a non-room package would not display correctly when an NRP
and recurring charge were included. The group guest folio will now display correctly
when an NRP and recurring charge are included.
Duplicate Invoice Approval on Overpayments Applied to an Invoice.
When entering a payment amount greater than an invoice’s amount due, it would show
duplicated invoice approval. The user will no longer see duplicated invoices when
posting an overpayment.
Package View Displays Packages Outside Booking Window.
When selecting the Package View pop-up, packages would display that were not in the
booking window of the reservation. Now when the Package View Pop-up is selected,
only packages that are within the booking window will display.
Package Error on Guarantee Information Page
A package error would display on the Guarantee Information page instead of on the
Room and Rate info page. This would occur when the wrong number of days for the
package was entered while creating the reservation. If an incorrect number of days is
entered for a package, the error will now display on the Room and Rate info page
instead of the Guarantee Information page.
Incorrect Account Displayed on View Invoice
An incorrect account would display on View Invoice when viewing an invoice, then
choosing Back, and selecting a new invoice. The correct folio will now display when
viewing an invoice, then choosing Back, and selecting a new invoice.
24
WHAT’S NEW in
Reservation Confirmation Letters Guaranteed with PPD show Incorrect Deposit
Amount
For reservations created with a guarantee of PPD (prepaid), the confirmation letter
would not specify the correct payment amount that was owed by the guest. The correct
deposit amount will now display on the confirmation letter for reservations with a PPD
guarantee.
Occupancy Snapshot Report Statistics are Incorrect
The Occupancy Snapshot Report statistics were incorrect. The Occupancy Snapshot
Report for past dates will now display accurate numbers and can be compared to the
Hotel Statistics Report.
Front Desk Users Unable to Check-In Guests Associated with Groups
Front desk users were not able to check-in guests associated with groups. Front desk
users can now check in guests associated with groups.
30D Cancel Policy Verbiage Incorrect on Confirmation Letter
Cancel verbiage was not correct on the confirmation letter when a user set the
cancellation policy to 30D (30 days) in Rates Center. The cancellation verbiage will now
display correctly on the confirmation letter when the cancellation policy is set to 30D.
Packages Awards Eligible Box
Users were unable to create or save a package if the Awards Eligible box was not
checked. Users are now able to create and modify packages that have the Awards
Eligible box unchecked.
Arrivals List: Sort by Confirmation Number
Reservations were not sorting by confirmation number. When sorting the Arrivals List by
confirmation number, the ascending and descending sort will now work correctly.
Group Confirmation Letter with PPD and GTD Policy
Group confirmation letters with PPD and GTD policies displayed an incorrect date and
amount due. Confirmation letters will now display the correct amount due and due date
for group reservations that have PPD or GTD as the guarantee.
25
WHAT’S NEW in
Special Request Comments Missing
Special Request Comments were missing. Special Request Comments will now deliver
to the PMS.
Unable to Override Rate on NRP Reservation
The Override Rate function was not working on non-room package reservations. Users
can now override rates on non-room package reservations.
Groups: Guest Accounts Not Updating Room Blocking
Guest accounts were not updating Room Blocking during Room Assignment. Guest
accounts will now display correctly in Room Blocking for the duration of their stay.
Express Checkout Folio Report
The payment and balance information was missing on the Express Checkout Folio
Report. Payment and balance information will now display when express check-out
folios are printed.
Unable to Change Guest Rate Plan After Night Audit Has Run
Users were not able to change guest rate plans after Night Audit was run. Users will
now be able to change the rate plan after Night Audit is run for a guest that is not due to
depart today.
Cancellation Disclaimer Not Displaying on Cancellation Letter
The cancellation disclaimer was not included on printed or emailed cancellation letters.
The cancellation disclaimer will now be included on printed and emailed cancellation
letters.
Error When Trying to Assign Room to a Package Reservation Made From CRS
A Null Pointer Exception error would display when selecting “Assign Room” for a
package reservation made from CRS. Users will no longer receive an error when
assigning a room number to CRS reservations with packages.
Mobile App - Room Numbers Display Multiple Times in Housekeeping
Room numbers would display multiple times in the Mobile App Housekeeping section.
The Mobile App Housekeeping section will now display the room numbers only once.
26

2 - ChoiceADVANTAGE.com

Transcription

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