Company Requirements
Setup Requirements on a Company in RMS.
Company Requirements enable preset Requirements that will be added to a reservation when the Company is selected.
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Information
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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.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- 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.
- Save/Exit.
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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.
- 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.
- 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.