Prior to setting up allocations, the codes and names of any sub-allocations (also known as “Allocation Splits” or “Agent Allocations”) must be set up. Typically sub-allocations are used to split supplier allotments by agent or market. For example a hotel may give an allocation of 10 rooms a night which can then be split into two sub-allocations—a 6 room General sub-allocation for general use, and two 2 room sub-allocations which can be assigned to specific agents.
|
|
If it is not intended to use split allocations, at least one sub-allocation needs to be set up and called it e.g. “General”. In the Debtors module this sub-allocation can be selectively applied to agents to indicate which agents can take rooms from allocation and which agents cannot. |
|
|
On initial entry to the Allocation Splits node, any existing records will display. |
Screen Shot 36: CodeMaint–Allocation Splits
To delete an existing Allocation Split record, highlight the row and click the Delete button in the button bar.
|
|
Allocation Splits cannot be deleted if they have been used in an Allocation, or are attached to an Agent. |
|
|
The column headings at the top of the scroll are the only column headings available in this screen. |
To add a new Allocation Split code, click on the Insert button in the button bar.
Screen Shot 37: Insert New Allocation Split
Code (15 Chars)
Type a code for each allocation split.
Description (30 Chars)
Type a description for each allocation split.
Screen Shot 38: Example Completed New Allocation Split
OK
Click the OK button to save the Allocation Split Code.
Cancel
Click Cancel to cancel setting up the Allocation Split Code, or to return to the scroll.
(continued in Allocation Units)
Tourplan iS V2.07 System Setup Training Guide
