ooking rules revisions support for multiple crs interfaces · cloudpm must support confirmation...

BOOKINGRULESREVISIONS&SUPPORTFORMULTIPLECRSINTERFACES

QUICKREFERENCEGUIDEFORMSICLOUDPMUSERSEDTRUXAL

MSISOLUTIONS|7600N.15thStreet|Suite#250|Phoenix,AZ85020

CloudPMv5.4

BookingRulesRevisions&Multi-CRSSupportCloudPMv5.4|February10,2017

MSISolutions7600N.15thSt.-Phoenix,AZ85020-www.msisolutions.com

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TableofContentsENHANCEMENTSUMMARY 2

CRSCONFIGURATION–CLOUDPM 2

BOOKINGRULES 3

BOOKINGRULESREPORT 7

CONFIRMATIONNUMBERS 8

CRSMESSAGELOG 11



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EnhancementSummary–SoftwareChangesinCloudPMCloudPMnowsupportsmultiple,simultaneousCRSinterfacesrunninginthePMSapplication,includingeffectivesupportforbookingrulesandrestrictions,confirmationnumberdisplay,andCRSmessagelogging.BookingRulesandRestrictionsshouldbemanagedbyCRStypeandPMS,whilesupportingbusinessrulesandrequirementsforpartnerssuchastheBestWesternTwo-WayCRS.CRSConfiguration–CloudPMCRSinterfacesareconfiguredintheCloudPMapplicationinGMFunctions>PropertySettings>Interfaces>CentralReservations.CurrentCloudPMversionspermitconcurrentCRSinterfaceconfigurations,includingsegregatedCRSMasterSettingsandTranslationTables(HoldTypes,RoomTypes,CreditCardTypes,RateCodes,SourceCodes,MarketSegments,SpecialRequestCodes).ItisanticipatedthatadditionalchangestotheCRSinterfaceconfigurationwillbeminimaltosupportmultipleintegratedCRSapplicationswithCloudPMinthePMSuserinterface.

• CloudPMv5.4isbeingenhancedtorequirethatdefaultvaluesCRSMasterSettingsberequiredtofullycompletevariedCRSinterfaceconfigurations

• TheCRSNamewillnolongerbeafree-formfieldtobedefinedbyPMSusers.Thisisnowadrop-downselectionpopulatedbysupportedCRSTypes,thatwhenconfigured,willalsodeterminethebookingrulesconfiguration(UI)GMFunctions>Rooms&Rates>BookingRules.TheDescriptionfieldisavailableforuser-definedCRStypedescriptions

o CRSTypes:*BestWesternTwo-WayCRS,CloudCRS(Windsurfer),ExpediaQC,Travlynx,Booking.com,SynxisOTA,SynxisHTNG,TravelClick*BWCRSwillonlydisplayasanoptionforBWI-flaggedproperties**ListofAvailableCRSinterfacesinPropertySettings:ShouldnotrequireaCPMbuild;nothard-coded

[SeeFigure2]

Figure1-CRSInterfaceConfiguration(GMFunctions)

Note:Figure2showsanadditionofadrop-downselectionfortheCRSName(orCRSType)thatisnotuser-editableordefinable.UsersmayusetheDescriptioncolumnasafreeformfieldtodescribepropertiesofaCRS.



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BookingRulesBookingRulesinareadministeredinasinglescreenviewthatmaybeappliedtoCloudPMaslocalinventoryrestrictions,and/orother“channels”suchasallconnectedCRSapplications(non-BestWesternHotelsonly).IfnoCRSinterfaceisinstalled,aCloudPMusermayconfigurelocalinventorybookingrulesfortheCloudPMPMSusingthisutility.àThenewBookingRulesviewisshowninFigure3.

Figure2



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ScreenControls–MSICloudPMBookingRules• ToolbarCommands:

§ Save–Standardfunction,enabledwithanydatachangeonscreen§ Cancel–Standardfunction,enabledwithanydatachangeonscreen§ Refresh–Standardfunction,enabledwithanydatachangeonscreen§ UpdateBookingRules–UponClick,enablesselectiontoolbar;DisplaysupdatecontentasshowninFigure3(Date

Range,DayofWeek,andBookingRulesparameters)• SelectionBar

§ RateCode–CheckboxList;listsallactiveratecodeswithAllselection;Defaultselection=All§ RoomType(s)–Checkboxlist;listsallroomtypeswithAllselection;Defaultselection=All§ ApplyTo:Checkboxlist;Selectstargettoapplybookingrules;optionsare:

o All–Defaultselection;appliesrulestoallCRSandLocalInventoryo LocalInventory–appliesbookingrulestobeenforcedinCloudpMo CRS1–InterfacedCRSwithCRSMasterSettingsactive,ifapplicableo CRS2-InterfacedCRSwithCRSMasterSettingsactive,ifapplicable

• BookingRules

• DateRange• StartDate–UserselectsfirstdatetoapplyorupdateBookingRulesfor;Default=

today’sbusinessdate• EndDate–Lastdatethatappliedbookingruleswillbeenforced;Default=today’s

businessdate• DayofWeek–Checkboxlist(Default=All);editablecheckboxesfor7Days,SUN–SATasshownin

Figure3.‘All’checksalldays;Uncheckanydayunchecksthe‘All’selection

• BookingRules• Instructionallabel:‘Leavefieldsbelowblankoruncheckedtomaintainexistingbookingrules.’• Allocation–Setsnumberofroomsallocatedforcombinationofrateplanand/orroom

types;Textbox;acceptsnumericcharactersonly–Defaultstate:Seebelow(checkbox)o Checkbox–“AllocateAll”=ifchecked,textboxisdisabledandpopulatedwith“All”to

indicatethatfullinventoryisallocated;DefaultValue=Allselected• MinLOS–Minimumlengthofstay;defaultvalue=noselection;numericup/downcontrol

cannotbegreaterthanMaxLOS• MaxLOS–Maximumlengthofstay;defaultvalue=noselection;numericup/downcontrol;

cannotbelessthanMinLOS• CTA–Checkbox;ClosetoArrival;defaultvalue=unchecked• Open–Checkbox;OpenInventory;defaultvalue=unchecked• Close–Checkbox;Closeinventoryfordate(s);defaultvalue=unchecked

• UpdateBookingRulesWorkflow• Userselects'UpdateBookingRules';Selectionbardisplays;Userselectsratecode(checkbox

list),roomtype,and'applyto'target;viewispopulatedbyoptionsshown• UsercanenterDOW,rulesasapplicable-businessruleswillallowformultiplerulesforsame

businessdate• Save



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§ ViewBookingRules/BookingRulesReport(Print)–UponClick,theRetrievebuttonisenabled,andtheBookingRulesReportisenabled.

o Theselectionbarisenabled;theselectionbarisdisplayed;#Weeksdrop-downisaddedtotheselectionbarfortheusertoselect1,2,4,or8weekstoview.SelectionBar

§ RateCode–Drop-downList;single-selectonly;listsallactiveratecodes(withNO‘All’selection);Defaultselection=<blank>

§ RoomType(s)–Checkboxlist;listsallroomtypeswithAllselection;Defaultselection=<blank>o Note:MultipleroomTypesmaybeselected,butwillaffectthepresentationofthegrid

toshowaccurateRate/RoomTypecombinations§ ApplyTo:Single-selectdrop-downlist;Selectstargetwherebookingrulesareapplied;options

are:o LocalInventory–appliesbookingrulestobeenforcedinCloudPMo CRS1–InterfacedCRSwithCRSMasterSettingsactive,ifapplicableo CRS2-InterfacedCRSwithCRSMasterSettingsactive,ifapplicable

• Startdate–Startdatetobeginreporting• #Weeks–Numberofweeksfromstartdatetoincludeinretrieveddatafordisplay;Valid

optionsare1,2,4,and8weeks.• Retrieve–buttonisusedtoquerybasedoncriteriaselectedontheselectionbar;thisbuttonis

enabledwhentheselectionbarisdisplayedWorkflow:§ ClickViewBookingRules;Retrieveisenabled;BookingRulesReportisenabled§ Selectratecode,roomtype,applyto,and#weeksparameters§ ClickRetrieve-BookingRulesqueriedbyparametersaredisplayedinaread-onlygrid(SeeFigure4)§ Optional:ClickBookingRulesReportto+Print+

• TheBookingRulesReportwillnolongeruseapop-uptoconfigurethereportparameters.TheviewratesfunctioncreatesaquerythatcanbeusedbytheBookingRulesReport;onceaqueryfor“ViewRates”isexecuted,clickingtheBookingRulesReportwillexporttheretrieveddatatotheBookingRulesReportintheCloudPMReportViewer

• TheBookingRulesReportwillalsoremainavailableintheCloudPMReportsModuleforon-demandreporting

Figure3



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ViewBookingRules:GridPropertiesTheViewBookingRulesGridisusedtodisplaybookingrulessetinCloudPMforCloudPMorforaninterfacedCRS.TheGridisread-onlyOnlyoneRateCodemaybeviewedatatime;multipleroomtypesmaybeselected;eachrowwillrepresentasingleRateCode/RoomTypecombination.Columns:

o Dateo DayofWeeko RoomTypeo Allocation–willshowactualroomsallocated;ifvalueissetas“All,”willshowtotalnumberofroomson-market

forroomtypeo MinLOS–Ifset,showsvalueforMinLOSo MaxLOS-Ifset,showsvalueforMaxLOSo CTA–Checkboxcolumn;ifappliedtodate–checkboxischeckedo Open-Checkboxcolumn;ifvalidfordate–checkboxischeckedo Close-Checkboxcolumn;ifvalidfordate–checkboxischeckedo Lastupdate–Dateoflastupdatemaketobookingrulefordate,ratecode,androomtypecombination;blankifno

ruleshavebeensetfordateandrate/roomtypecombinationo User–ifbookingrulesareset,UserIDofusermakinglastupdate;blankifnoruleshavebeensetfordateand

rate/roomtypecombination



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BookingRulesReport

• TheCloudPMBookingRulesReportwillretaintheexistingformatfordisplayingBookingRulesentered.However,thereportprovidesthechoicetodisplay,(usingReportfilters)LocaloroneormoreCRS-targetedBookingRules.ThefiltersareaddedtotheReportsModuleversionoftheReport.

o TheReportgeneratedintheGMFunctionsModulewillcontinuetoshowallBookingRulesforthedaterangeentered,withtheavailableRatePlanandBookingRuleTypefilters.

o TheApplyTocolumnonthereportwillremovethe(Local,CRS,Web)notationonthecolumnheader

o LiketheBookingRulesUI,theApplyTocolumnwilllistLocalandallCRStypeswhereaBookingRuleistargeted

BookingRulesReportReportsàReservationReportsàBookingRulesReportFilters(NewConfiguration):[SeeFigure8]

o DateRange § StartDate DatePicker§ EndDate DatePicker

o OptionalFilters § BookingRule Picklist–ListsAllBookingRules§ RatePlan PickList–ListsRateCodes(PMS)§ SelectReport(s) Text/Label§ All Checkbox–DefaultValue=CHECKED

• CloudPM(or‘Local’) Checkbox–DefaultValue=CHECKED• [CRS1] Checkbox-NameofCRS-Checkbox–Default

Value=CHECKED• [CRS2] Checkbox-NameofCRS-Checkbox–Default

Value=CHECKED• [CRS3] Checkbox-NameofCRS-Checkbox–Default

Value=CHECKEDModified(Standard)BookingRulesReportHeader(Options/Filters)

Figure4



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StandardBookingRulesReport(Sample)

Figure5–StandardBookingRulesReport–UpdatedApplyToColumn

ConfirmationNumbersCloudPMmustsupportconfirmationnumbersformultipleCRSsystemsrunningconcurrently.TheimpactofhavingmultipleCRSapplicationswillbethatwhenafulltwo-wayCRSisrunning(i.e.BestWesternTwo-WayCRS),whenabookingisdeliveredtoCloudPMfromathird-partyCRS,CloudPMwillcreatethereservation,whichwillalsotriggeranewbookingtobesenttothetwo-wayCRSinthisexample.Therefore,theremaybeuptothreeconfirmationnumbersthatCloudPMwillneedtorecognizeforthepurposeofreservationsearch,astheguestwillonlyhaveoneconfirmationnumber–whereCloudPMmustbeabletolocatethereservationbyanyoftheassociatedconfirmationnumbers.Requirements:

• CloudPMmustdisplayallConfirmationnumbersonthereservation• TheCloudPMFindàReservation(search)utilitymustbeabletolocateareservationbyany;existing

functionalitycurrentlyusedbyCloudPMshouldbeabletosearchforanyconfirmationnumberissuedbyaCRS

• Thefollowingreportsanddocumentsshouldbeabletodisplayallconfirmationnumbers:(Figures10,11,12)

o GuestNameList–DetailReportonlyo ConfirmationLettero CancellationLettero GuestFolio



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Examples-PrintedForms:ReportsandGuestFacingDocuments

(CRS)ConfirmationNumbertoGuestNameListàDetailReport èCRSConfirmationnumberswillbelistedbeneaththePMSconfirmationontheGuestName

ListàDetailreport(Example:BW#withPMS#,secondaryCRSpositionedimmediatelybelow.

Figure6

ConfirmationLetter&CancellationLetter

Figure7



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GuestFolio

Figure8

CRS,CRS2–UsetheCRSTypedefinedintheCRSmastertocreatethelabelinfrontofaCRSconf#



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Reservation–MultiCRSConfirmationNumbersTheReservationviewTitleBarwilldisplayallconfirmationnumbersrelatedtoaReservation,includingPMS,andmultipleCRSnumber,whenapplicable.ThismeetsbusinessrulesforoursupportedCRSbrands,anddoesnotrepresentadesignchangefrompriorCloudPMversions.

Figure9-ReservationTitleBar–highlighted

CRSMessageLog

ChangestotheCloudPMCRSMessageLog:

• CRSNames:o OneormoreCRSInterfaces: Share“general”CRSMessageLog;Change:‘CRS’willnolongerbe

usedasalabel.EachCRSintheMessageLogmustbedenotedastheCRStype,toavoidconfusionbetweenmessagesofdisparateCRSinterfaces

• “From”Column

o Anewcolumnwillbeinsertedtotheimmediaterightofthe“To”column;the“To”columnindicatesthetargetdestinationofPMS<>CRSmessages.The“From”columnwillindicatetheoriginofaCRSmessage,tohelpalleviateconfusionovertheoverallpathofCRSmessages.Figure17showstheplacementofthenew“From”column.

• MessageTypesColumn–Standardmessagetypesmaybechosen,permittingfilteringofsupportedmessagetypes.