CHARGE REDIRECTION

Charge Redirection allows the user to redirect individual sundry charges or groupings of sundry charges to either another active account on the reservation in question or to another reservation completely.

In order to utilize the Charge Redirection function you must ensure that you are using the Accrual Accounting method in RMS.

Step One:

Go to the Setup Menu, Accounts, Setup, GST Tab as shown below;

Ensure that you have selected the Accrual Accounting method and Save.

Step Two:

Go to the Account Tab at the top of the screen;

Here place a tick in the 'Allow Charge Redirection' option.

Step Three:

Go to the drop down arrow to the right of the Setup button on the Upper Tool Bar of RMS and choose Sundry Grouping.

From this screen select the 'Add' button at the bottom of the screen.

Under the Name field enter the description for your Sundry Grouping as shown above.

Highlight the first sundry charge on the right that is to be added to this grouping and select the 'less than' symbol (<) to move it into the grouping on the left.  Repeat this action until all of the sundry charges for this group and selected on the left, then choose Save and Exit.

Step Four:

Each reservation will now have another Tab named 'Charge Redirection' as shown below;

In the top left corner you can see the Sundry Groupings which you have setup in Step Three, the system has added the Tariff & Package Grouping for you.

From here we have two choices;

1. You may use the sundry grouping area to assign all of the charges to the correct account, by clicking on the drop down arrow to the right of each grouping and select the desired account as shown below;

2. You can manually add the redirection for each individual sundry charge or group of sundry charges by selecting the 'Add' button on the above screen.  This will preview the below Charge Redirection screen.

a. Select the Type of charge.

You can choose 'All Charges' and a list of all sundry charges including tariff and package will appear in the bottom 'sundry' box.

You can choose 'Tariff & Package' this will only redirect the tariff.

You can choose 'Sundry Grouping' this will show each grouping as shown on the previous screen.

Lastly you can choose 'Sundry Charge' which lists all sundry charges.

b. On the bottom right you will be required to find the reservation you wish to redirect the charges to. 

To do this first select what you wish to search on, you have three (3) choices, Surname, Area or Res No.

Secondly, in the 'Search For' field type the information you have chosen to search on.  Then click 'Find Now'.  All matches will be shown in the white screen above.

c. Highlight the sundry charge or group on the left in the 'Sundry' box, then highlight the correct reservation and account on the right and click Save & Next. 

Repeat this action until all sundry charges or groupings have been allocated.  When you are allocating the final charge or group choose Save & Exit.