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Attention!
You can find the updated instructions for them in the new protel Air Online Help. Please note: The migration process is still ongoing. Therefore you may still be able to use some functions as described in this Online Help. For this reason, we will not delete this Online Help yet. If you have any questions, please contact your support!
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System Data > Reservation > Allotments
Attention!
Access to this menu is controlled by the PAirSDAllotments
user right. If the menu is not displayed, you may not have this
right. In this case, contact your administrator.
System Data > Reservation > Allotments > Allotment type
You can use the Allotment types function to manage your own allotment types and assign an individual type to each allotment in the Allotment Management (Reservation > allotments).
Use the function to divide your allotments into various segments, such as weddings, events and meetings, business events, and much more. You can arbitrarily create the allotment types in your protel Air system data and adjust them individually to meet your needs.
What's the advantage for you? You can define a separate workflow for the contract status flow for each allotment type (see section below: Contract status flow).
Open the Allotments window in protel Air's system data and click on allotment type:
System Data > Reservation > Allotments > Allotment type
Click on Add to create a new allotment type; click on Edit to change an existing allotment type.
The Allotment type window opens.
Name: Enter a name, for example "Bus tours", if you want to use "Bus tours" as an allotment type.
Description: Enter a detailed description to specify the allotment type in more detail.
Sort by: Enter a number for the order sequence. The allotment type is displayed in all drop-down lists based on the defined sequence.
Example:
The sort numbers entered in the example illustration...
...ensure, for example, that the allotment types appear in the appropriate order in the dropdown list in the Allotments dialog box:
Active checkbox: An allotment type can be deactivated by removing the check mark. Inactive allotment types are not available as selections in the software, that is, they cannot be assigned to an allotment.
Upon request, you can also define the Allotment type as a mandatory field:
Name: Allotment type mandatory
XSetup path: Configuration / Client / Reservation / Allotment (see following screenshot):
Double-click the Allotment type mandatory entry and check the Activated checkbox.
Default: not activated
System data > Reservation > Allotments > Contract status flow
Define different workflows that specify an exact contract status flow and support the user with processing allotments.
You can easily create your individual workflows by defining the individual steps that a certain allotment type (e.g. 'bus tours') usually goes through at your hotel.
Several steps together represent the contract status flow, which you can define for each allotment type.
The administration of individual contract status flows for various allotment types must be activated using the following system settings:
Name: Force allotment workflows
XSetup path: Configuration / Client / Reservation / Allotment (see following screenshot):
Double-click the Force allotment workflows entry and check the Activated checkbox.
Type: Boolean
Default: not activated
Important!
The Force allotment workflows
XSetup must always be set in combination with the Allotment
type mandatory XSetup (both entries must be set to "activated")!
After activating the function, the user must always select an allotment type and the current step for each allotment. The steps are predefined by the respective contract status flow (see below: Setting up the contract status flow).
In the protel Air System data, select the Reservation menu point and then the Allotments submenu.
Then click on the Contract status flow tab:
System data > Reservation > Allotments > Contract status flow
IMPORTANT
The information displayed is ALWAYS related to the allotment type that has been selected above:
In the example, the Tour Operators allotment type has been selected.
By default, the allotment type with the lowest sort number is always preselected (see above: Creating and Editing Allotment Types | Sort by)
System data > Reservation > Allotments > Contract status flow
In the Allotments system data dialog box, click on the Contract status flow tab.
At the top of the window, select the allotment type for which you want to create a new contract status flow - see the following screenshot:
Click on [Add] to add a new contract status flow.
The Contract status flow window opens
Please enter the following information (fields marked by an asterisk* are mandatory):
Sort Order: Enter a number for the order sequence. The step is displayed in the order specified here. We recommend entering in steps of ten, i.e. 10 for step 1, 20 for step 2, 30 for step 3, etc. This makes it easier to sort later, if necessary, or to classify new steps!
Description: Enter a detailed description to specify the contract step in more detail.
Allotment status Enter an allotment status that is to be assigned to the allotment when this contract step has been selected.
Reservation status: Enter an allotment status that is to be assigned to the allotment when this contract step has been selected.
Pick up: Select this checkbox if the allotment is to be set to Pick up for this contract step.
Example:
Organize the number of steps - one after the other - that the contract status flow is to have.
A completed contract status flow could look something like this:
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