ooking rules revisions support for multiple crs interfaces · cloudpm must support confirmation...
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BOOKINGRULESREVISIONS&SUPPORTFORMULTIPLECRSINTERFACES
QUICKREFERENCEGUIDEFORMSICLOUDPMUSERSEDTRUXAL
MSISOLUTIONS|7600N.15thStreet|Suite#250|Phoenix,AZ85020
CloudPMv5.4
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
MSISolutions7600N.15thSt.-Phoenix,AZ85020-www.msisolutions.com
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TableofContentsENHANCEMENTSUMMARY 2
CRSCONFIGURATION–CLOUDPM 2
BOOKINGRULES 3
BOOKINGRULESREPORT 7
CONFIRMATIONNUMBERS 8
CRSMESSAGELOG 11
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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EnhancementSummary–SoftwareChangesinCloudPMCloudPMnowsupportsmultiple,simultaneousCRSinterfacesrunninginthePMSapplication,includingeffectivesupportforbookingrulesandrestrictions,confirmationnumberdisplay,andCRSmessagelogging.BookingRulesandRestrictionsshouldbemanagedbyCRStypeandPMS,whilesupportingbusinessrulesandrequirementsforpartnerssuchastheBestWesternTwo-WayCRS.CRSConfiguration–CloudPMCRSinterfacesareconfiguredintheCloudPMapplicationinGMFunctions>PropertySettings>Interfaces>CentralReservations.CurrentCloudPMversionspermitconcurrentCRSinterfaceconfigurations,includingsegregatedCRSMasterSettingsandTranslationTables(HoldTypes,RoomTypes,CreditCardTypes,RateCodes,SourceCodes,MarketSegments,SpecialRequestCodes).ItisanticipatedthatadditionalchangestotheCRSinterfaceconfigurationwillbeminimaltosupportmultipleintegratedCRSapplicationswithCloudPMinthePMSuserinterface.
• CloudPMv5.4isbeingenhancedtorequirethatdefaultvaluesCRSMasterSettingsberequiredtofullycompletevariedCRSinterfaceconfigurations
• TheCRSNamewillnolongerbeafree-formfieldtobedefinedbyPMSusers.Thisisnowadrop-downselectionpopulatedbysupportedCRSTypes,thatwhenconfigured,willalsodeterminethebookingrulesconfiguration(UI)GMFunctions>Rooms&Rates>BookingRules.TheDescriptionfieldisavailableforuser-definedCRStypedescriptions
o CRSTypes:*BestWesternTwo-WayCRS,CloudCRS(Windsurfer),ExpediaQC,Travlynx,Booking.com,SynxisOTA,SynxisHTNG,TravelClick*BWCRSwillonlydisplayasanoptionforBWI-flaggedproperties**ListofAvailableCRSinterfacesinPropertySettings:ShouldnotrequireaCPMbuild;nothard-coded
[SeeFigure2]
Figure1-CRSInterfaceConfiguration(GMFunctions)
Note:Figure2showsanadditionofadrop-downselectionfortheCRSName(orCRSType)thatisnotuser-editableordefinable.UsersmayusetheDescriptioncolumnasafreeformfieldtodescribepropertiesofaCRS.
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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BookingRulesBookingRulesinareadministeredinasinglescreenviewthatmaybeappliedtoCloudPMaslocalinventoryrestrictions,and/orother“channels”suchasallconnectedCRSapplications(non-BestWesternHotelsonly).IfnoCRSinterfaceisinstalled,aCloudPMusermayconfigurelocalinventorybookingrulesfortheCloudPMPMSusingthisutility.àThenewBookingRulesviewisshowninFigure3.
Figure2
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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ScreenControls–MSICloudPMBookingRules• ToolbarCommands:
§ Save–Standardfunction,enabledwithanydatachangeonscreen§ Cancel–Standardfunction,enabledwithanydatachangeonscreen§ Refresh–Standardfunction,enabledwithanydatachangeonscreen§ UpdateBookingRules–UponClick,enablesselectiontoolbar;DisplaysupdatecontentasshowninFigure3(Date
Range,DayofWeek,andBookingRulesparameters)• SelectionBar
§ RateCode–CheckboxList;listsallactiveratecodeswithAllselection;Defaultselection=All§ RoomType(s)–Checkboxlist;listsallroomtypeswithAllselection;Defaultselection=All§ ApplyTo:Checkboxlist;Selectstargettoapplybookingrules;optionsare:
o All–Defaultselection;appliesrulestoallCRSandLocalInventoryo LocalInventory–appliesbookingrulestobeenforcedinCloudpMo CRS1–InterfacedCRSwithCRSMasterSettingsactive,ifapplicableo CRS2-InterfacedCRSwithCRSMasterSettingsactive,ifapplicable
• BookingRules
• DateRange• StartDate–UserselectsfirstdatetoapplyorupdateBookingRulesfor;Default=
today’sbusinessdate• EndDate–Lastdatethatappliedbookingruleswillbeenforced;Default=today’s
businessdate• DayofWeek–Checkboxlist(Default=All);editablecheckboxesfor7Days,SUN–SATasshownin
Figure3.‘All’checksalldays;Uncheckanydayunchecksthe‘All’selection
• BookingRules• Instructionallabel:‘Leavefieldsbelowblankoruncheckedtomaintainexistingbookingrules.’• Allocation–Setsnumberofroomsallocatedforcombinationofrateplanand/orroom
types;Textbox;acceptsnumericcharactersonly–Defaultstate:Seebelow(checkbox)o Checkbox–“AllocateAll”=ifchecked,textboxisdisabledandpopulatedwith“All”to
indicatethatfullinventoryisallocated;DefaultValue=Allselected• MinLOS–Minimumlengthofstay;defaultvalue=noselection;numericup/downcontrol
cannotbegreaterthanMaxLOS• MaxLOS–Maximumlengthofstay;defaultvalue=noselection;numericup/downcontrol;
cannotbelessthanMinLOS• CTA–Checkbox;ClosetoArrival;defaultvalue=unchecked• Open–Checkbox;OpenInventory;defaultvalue=unchecked• Close–Checkbox;Closeinventoryfordate(s);defaultvalue=unchecked
• UpdateBookingRulesWorkflow• Userselects'UpdateBookingRules';Selectionbardisplays;Userselectsratecode(checkbox
list),roomtype,and'applyto'target;viewispopulatedbyoptionsshown• UsercanenterDOW,rulesasapplicable-businessruleswillallowformultiplerulesforsame
businessdate• Save
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§ ViewBookingRules/BookingRulesReport(Print)–UponClick,theRetrievebuttonisenabled,andtheBookingRulesReportisenabled.
o Theselectionbarisenabled;theselectionbarisdisplayed;#Weeksdrop-downisaddedtotheselectionbarfortheusertoselect1,2,4,or8weekstoview.SelectionBar
§ RateCode–Drop-downList;single-selectonly;listsallactiveratecodes(withNO‘All’selection);Defaultselection=<blank>
§ RoomType(s)–Checkboxlist;listsallroomtypeswithAllselection;Defaultselection=<blank>o Note:MultipleroomTypesmaybeselected,butwillaffectthepresentationofthegrid
toshowaccurateRate/RoomTypecombinations§ ApplyTo:Single-selectdrop-downlist;Selectstargetwherebookingrulesareapplied;options
are:o LocalInventory–appliesbookingrulestobeenforcedinCloudPMo CRS1–InterfacedCRSwithCRSMasterSettingsactive,ifapplicableo CRS2-InterfacedCRSwithCRSMasterSettingsactive,ifapplicable
• Startdate–Startdatetobeginreporting• #Weeks–Numberofweeksfromstartdatetoincludeinretrieveddatafordisplay;Valid
optionsare1,2,4,and8weeks.• Retrieve–buttonisusedtoquerybasedoncriteriaselectedontheselectionbar;thisbuttonis
enabledwhentheselectionbarisdisplayedWorkflow:§ ClickViewBookingRules;Retrieveisenabled;BookingRulesReportisenabled§ Selectratecode,roomtype,applyto,and#weeksparameters§ ClickRetrieve-BookingRulesqueriedbyparametersaredisplayedinaread-onlygrid(SeeFigure4)§ Optional:ClickBookingRulesReportto+Print+
• TheBookingRulesReportwillnolongeruseapop-uptoconfigurethereportparameters.TheviewratesfunctioncreatesaquerythatcanbeusedbytheBookingRulesReport;onceaqueryfor“ViewRates”isexecuted,clickingtheBookingRulesReportwillexporttheretrieveddatatotheBookingRulesReportintheCloudPMReportViewer
• TheBookingRulesReportwillalsoremainavailableintheCloudPMReportsModuleforon-demandreporting
Figure3
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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ViewBookingRules:GridPropertiesTheViewBookingRulesGridisusedtodisplaybookingrulessetinCloudPMforCloudPMorforaninterfacedCRS.TheGridisread-onlyOnlyoneRateCodemaybeviewedatatime;multipleroomtypesmaybeselected;eachrowwillrepresentasingleRateCode/RoomTypecombination.Columns:
o Dateo DayofWeeko RoomTypeo Allocation–willshowactualroomsallocated;ifvalueissetas“All,”willshowtotalnumberofroomson-market
forroomtypeo MinLOS–Ifset,showsvalueforMinLOSo MaxLOS-Ifset,showsvalueforMaxLOSo CTA–Checkboxcolumn;ifappliedtodate–checkboxischeckedo Open-Checkboxcolumn;ifvalidfordate–checkboxischeckedo Close-Checkboxcolumn;ifvalidfordate–checkboxischeckedo Lastupdate–Dateoflastupdatemaketobookingrulefordate,ratecode,androomtypecombination;blankifno
ruleshavebeensetfordateandrate/roomtypecombinationo User–ifbookingrulesareset,UserIDofusermakinglastupdate;blankifnoruleshavebeensetfordateand
rate/roomtypecombination
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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BookingRulesReport
• TheCloudPMBookingRulesReportwillretaintheexistingformatfordisplayingBookingRulesentered.However,thereportprovidesthechoicetodisplay,(usingReportfilters)LocaloroneormoreCRS-targetedBookingRules.ThefiltersareaddedtotheReportsModuleversionoftheReport.
o TheReportgeneratedintheGMFunctionsModulewillcontinuetoshowallBookingRulesforthedaterangeentered,withtheavailableRatePlanandBookingRuleTypefilters.
o TheApplyTocolumnonthereportwillremovethe(Local,CRS,Web)notationonthecolumnheader
o LiketheBookingRulesUI,theApplyTocolumnwilllistLocalandallCRStypeswhereaBookingRuleistargeted
BookingRulesReportReportsàReservationReportsàBookingRulesReportFilters(NewConfiguration):[SeeFigure8]
o DateRange § StartDate DatePicker§ EndDate DatePicker
o OptionalFilters § BookingRule Picklist–ListsAllBookingRules§ RatePlan PickList–ListsRateCodes(PMS)§ SelectReport(s) Text/Label§ All Checkbox–DefaultValue=CHECKED
• CloudPM(or‘Local’) Checkbox–DefaultValue=CHECKED• [CRS1] Checkbox-NameofCRS-Checkbox–Default
Value=CHECKED• [CRS2] Checkbox-NameofCRS-Checkbox–Default
Value=CHECKED• [CRS3] Checkbox-NameofCRS-Checkbox–Default
Value=CHECKEDModified(Standard)BookingRulesReportHeader(Options/Filters)
Figure4
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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StandardBookingRulesReport(Sample)
Figure5–StandardBookingRulesReport–UpdatedApplyToColumn
ConfirmationNumbersCloudPMmustsupportconfirmationnumbersformultipleCRSsystemsrunningconcurrently.TheimpactofhavingmultipleCRSapplicationswillbethatwhenafulltwo-wayCRSisrunning(i.e.BestWesternTwo-WayCRS),whenabookingisdeliveredtoCloudPMfromathird-partyCRS,CloudPMwillcreatethereservation,whichwillalsotriggeranewbookingtobesenttothetwo-wayCRSinthisexample.Therefore,theremaybeuptothreeconfirmationnumbersthatCloudPMwillneedtorecognizeforthepurposeofreservationsearch,astheguestwillonlyhaveoneconfirmationnumber–whereCloudPMmustbeabletolocatethereservationbyanyoftheassociatedconfirmationnumbers.Requirements:
• CloudPMmustdisplayallConfirmationnumbersonthereservation• TheCloudPMFindàReservation(search)utilitymustbeabletolocateareservationbyany;existing
functionalitycurrentlyusedbyCloudPMshouldbeabletosearchforanyconfirmationnumberissuedbyaCRS
• Thefollowingreportsanddocumentsshouldbeabletodisplayallconfirmationnumbers:(Figures10,11,12)
o GuestNameList–DetailReportonlyo ConfirmationLettero CancellationLettero GuestFolio
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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Examples-PrintedForms:ReportsandGuestFacingDocuments
(CRS)ConfirmationNumbertoGuestNameListàDetailReport èCRSConfirmationnumberswillbelistedbeneaththePMSconfirmationontheGuestName
ListàDetailreport(Example:BW#withPMS#,secondaryCRSpositionedimmediatelybelow.
Figure6
ConfirmationLetter&CancellationLetter
Figure7
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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GuestFolio
Figure8
CRS,CRS2–UsetheCRSTypedefinedintheCRSmastertocreatethelabelinfrontofaCRSconf#
BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017
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Reservation–MultiCRSConfirmationNumbersTheReservationviewTitleBarwilldisplayallconfirmationnumbersrelatedtoaReservation,includingPMS,andmultipleCRSnumber,whenapplicable.ThismeetsbusinessrulesforoursupportedCRSbrands,anddoesnotrepresentadesignchangefrompriorCloudPMversions.
Figure9-ReservationTitleBar–highlighted
CRSMessageLog
ChangestotheCloudPMCRSMessageLog:
• CRSNames:o OneormoreCRSInterfaces: Share“general”CRSMessageLog;Change:‘CRS’willnolongerbe
usedasalabel.EachCRSintheMessageLogmustbedenotedastheCRStype,toavoidconfusionbetweenmessagesofdisparateCRSinterfaces
• “From”Column
o Anewcolumnwillbeinsertedtotheimmediaterightofthe“To”column;the“To”columnindicatesthetargetdestinationofPMS<>CRSmessages.The“From”columnwillindicatetheoriginofaCRSmessage,tohelpalleviateconfusionovertheoverallpathofCRSmessages.Figure17showstheplacementofthenew“From”column.
• MessageTypesColumn–Standardmessagetypesmaybechosen,permittingfilteringofsupportedmessagetypes.