Steps Required
Have your System Administrator complete the following.
- Go to Setup > Portal Access > Corporate Portal in RMS.
- Navigate to the 'General Options' tab.
- Optional: Select the checkbox 'Hide Balance'.
- Optional: Select the checkbox 'Hide Company'.
- Optional: Select the checkbox 'Hide Rate Type'.
- Optional: Select the checkbox 'Hide Reservation Number'.
- Optional: Select the checkbox 'Hide Reservation Status'.
- Save.
- Navigate to the 'Reservation Options' tab.
- Optional: Select the checkbox 'Show Voucher No'.
- Save/Exit.
Info
The 'Show Voucher' option will enable the Voucher No. field on the Quick Quote screen within the Corporate Portal and display the Voucher No. in the Reservation List.
The default sort order for the Reservation List is by Reservation Number.
The value of the Outstanding Balance will only display if the Bill To is set to the Corporate Entity logged into the Corporate Portal.
Visual Guide
Go to Setup > Portal Access > Corporate Portal in RMS.
Navigate to the 'General Options' tab.
Optional: Select the checkbox 'Hide Balance'.
| Balance Field Hidden | Balance Field Displayed |
|---|---|
 |
 |
Info
The value of the Outstanding Balance will only display if the Bill To is set to the Corporate Entity logged into the Corporate Portal.
Optional: Select the checkbox 'Hide Company'.
| Company Field Hidden | Company Field Displayed |
|---|---|
 |
 |
Optional: Select the checkbox 'Hide Rate Type'.
| Rate Type Hidden | Rate Type Displayed |
|---|---|
 |
 |
Optional: Select the checkbox 'Hide Reservation Number'.
| Reservation Number Hidden | Reservation Number Displayed |
|---|---|
 |
 |
Info
The default sort order for the Reservation List is by Reservation Number.
Optional: Select the checkbox 'Hide Reservation Status'.
| Reservation Status Hidden | Reservation Status Displayed |
|---|---|
 |
 |
Select 'Save' to store the changes made.
Navigate to the 'Reservation Options' tab.
Optional: Select the checkbox 'Show Voucher No'.
| Voucher Number Hidden | Voucher Number Displayed |
|---|---|
 |
 |
Info
The 'Show Voucher' option will enable the Voucher No. field on the Quick Quote screen within the Corporate Portal and display the Voucher No. in the Reservation List.
Select 'Save' to store the changes made and 'Exit'.
