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    Support Home Setup Accounting Requirements Requirements

    Requirements

    Setup extra items or services with reservation tracking in RMS.

    Decision Tree

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

    • Information
    • Setup
    • Add Button

    Information

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

    A Requirements List Report can be generated to view details of all Requirements for a specified date range.

    The following Requirement Options are available:

    Option Description
    Same Day Requirement The Requirement From & To Date must be the same date. Allows using as a Monitored Requirement.
    Appears on Housekeepers Report The Requirement will be included on the Housekeepers Report for the From & To Date & Time.
    Monitored Requirement The Requirement can be monitored and marked completed on the To Do Chart. Must be a Same Day Requirement.
    Daily Requirement The Requirement applies daily between the From & To Date
    Guest Facing Requirement Enables filtering Requirements on a reservation to only show guests a Requirement that has been marked as 'Guest Facing' by using the 'GuestFacingRequirement' merge fields on the Form Letter.
    Category Validation Limits the availability of a Requirement to the specified Categories. All Categories will be assigned to a Requirement by default.
    Validation Dates Limits the availability of a Requirement to the date range and days of the week selected.


    Requirements can be made available to the RMS IBE to upsell extras for a reservation including breakfast, lunch packs, late check-out, early check-in or pamper and luxury gift packs for special occasions.

    Guest and Reservation are default System Labels that can be customised.

    System Administrators will require Security Profile access to use this feature.


    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Requirements in RMS.
    2. Select the  'Add' icon.
    3. Enter the Requirement Description.
    4. Optional: Enter a Code.
    5. Select the Default From Date.
    6. Select the Requirement Options.
    7. Optional: Select a Sundry Charge.
      1. Select the Charge Options.
    8. Optional: Select a Grouping.
    9. Save.
    10. Optional: Navigate to the 'Category' tab.
      1. Select the Categories to remove and choose the '<' button.
    11. Optional: Navigate to the 'Validation Dates' tab.
      1. Select 'Add'.
      2. Select the Date Made From range.
      3. Select the Reservation Staying On range.
      4. Select the checkbox for the Arriving On Days of the Week.
      5. Save/Exit.
    12. Save/Exit.


    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Requirements in RMS.

    Select the  'Add' icon.

    Enter the Requirement Description.

    Optional: Enter a Code.

    Select the Default From Date.

    Select the Requirement Options.

    Optional: Select a Sundry Charge.

    Select the Charge Options.

    Optional: Select a Grouping.

    Select 'Save' to store the changes made.

    Optional: Navigate to the 'Category' tab.

    Select the Categories to remove and choose the '<' button.

    Optional: Navigate to the 'Validation Dates' tab.

    Select 'Add' to create a new set of validation rules.

    Select the Date Made From range.

    Select the Reservation Staying On range.

    Select the checkbox for the Arriving On Days of the Week.

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

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

    This Requirement will now be available for selection on a Reservation or to be enabled for the RMS IBE.

    • Use
    • Add Button

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Requirements in RMS.
    2. Select the  'Add' icon.
    3. Enter the Requirement Description.
    4. Optional: Enter a Code.
    5. Select the Default From Date.
    6. Select the Requirement Options.
    7. Optional: Select a Sundry Charge.
      1. Select the Charge Options.
    8. Optional: Select a Grouping.
    9. Save.
    10. Optional: Navigate to the 'Category' tab.
      1. Select the Categories to remove and choose the '<' button.
    11. Optional: Navigate to the 'Validation Dates' tab.
      1. Select 'Add'.
      2. Select the Date Made From range.
      3. Select the Reservation Staying On range.
      4. Select the checkbox for the Arriving On Days of the Week.
      5. Save/Exit.
    12. Save/Exit.


    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Requirements in RMS.

    Select the  'Add' icon.

    Enter the Requirement Description.

    Optional: Enter a Code.

    Select the Default From Date.

    Select the Requirement Options.

    Optional: Select a Sundry Charge.

    Select the Charge Options.

    Optional: Select a Grouping.

    Select 'Save' to store the changes made.

    Optional: Navigate to the 'Category' tab.

    Select the Categories to remove and choose the '<' button.

    Optional: Navigate to the 'Validation Dates' tab.

    Select 'Add' to create a new set of validation rules.

    Select the Date Made From range.

    Select the Reservation Staying On range.

    Select the checkbox for the Arriving On Days of the Week.

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

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

    This Requirement will now be available for selection on a Reservation or to be enabled for the RMS IBE.

    • Use
    • Add Button

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.

    Use

    1. Go to the Toolbar Reservation Search in RMS.
    2. Enter the Reservation Number and press 'Enter'.
    3. Select the 'Add' icon on the Requirements section.
    4. Select the Requirement.
    5. Optional: Change the From & To Date.
    6. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to the Toolbar Reservation Search in RMS.

    Enter the Reservation Number and press 'Enter'.

    Select the 'Add' icon on the Requirements section.

    Select the Requirement.

    Optional: Change the From & To Date or Time.

    Select 'Save/Exit' to store the changes made and return to the reservation.

    The selected Requirement will now be visible in the Requirements section of the reservation.



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