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    Company Requirements

    Setup Requirements on a Company in RMS.

    Decision Tree

    Company Requirements enable preset Requirements that will be added to a reservation when the Company is selected.

    • Information
    • Setup
    • Add Button

    Information

    Company Requirements enable preset Requirements that will be added to a reservation when the Company is selected.

    A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

    Requirements are extra items or services that can be added to and tracked on a reservation.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Edit' icon on an existing Company.
    3. Navigate to the 'Requirements' tab.
    4. Select the 'Add' icon.
    5. Select a Requirement.
    6. Optional: Select the checkbox 'Required Daily'.
    7. Optional: Select the checkbox 'Appear on Housekeepers Report'.
    8. Optional: Enter a Note.
    9. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the  'Edit' icon on an existing Company.

    Navigate to the 'Requirements' tab.

    Select the  'Add' icon.

    Select a Requirement.

    Optional: Select the checkbox 'Required Daily'.

    Optional: Select the checkbox 'Appear on Housekeepers Report'.

    Optional: Enter a Note.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Requirement will be added to the reservation when this Company is selected.


    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Edit' icon on an existing Company.
    3. Navigate to the 'Requirements' tab.
    4. Select the 'Add' icon.
    5. Select a Requirement.
    6. Optional: Select the checkbox 'Required Daily'.
    7. Optional: Select the checkbox 'Appear on Housekeepers Report'.
    8. Optional: Enter a Note.
    9. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the  'Edit' icon on an existing Company.

    Navigate to the 'Requirements' tab.

    Select the  'Add' icon.

    Select a Requirement.

    Optional: Select the checkbox 'Required Daily'.

    Optional: Select the checkbox 'Appear on Housekeepers Report'.

    Optional: Enter a Note.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Requirement will be added to the reservation when this Company is selected.


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