How to Change a Transaction Code

Due to the history tied to each Transaction Code within the PMS, a Transaction Code should never be changed, but instead deactivated.

Below is a list of situations where you may need to change a transaction code and how each situation should be handled:

 

  1. You need to add/remove taxes from an existing Transaction Code

    - Taxes can be added or removed from a Transaction Code but ONLY if it is not currently being used on any in house reservations.

    - If you need to keep the Transaction Code with the taxes due to In House Guests but you need to post the Transaction Code without taxes for arriving guests, then you will want to create a 2nd Transaction Code without tax. After all the In House Guests using the Transaction Code with the tax have departed, deactivate the Transaction Code with the taxes.
  2. You need to change the "Repeatable" function of an existing Transaction Code

    - The "Repeatable" of a Transaction Code can be changed but ONLY if it is not currently being used on any in house reservations.

    - If you need to keep the existing Transaction Code due to In House Guests but you need to post the Transaction Code with a different repeatable for arriving guests, then you will want to create a 2nd Transaction Code with the new repeatable rule. After all the In House Guests using the original Transaction Code with the old repeatable rules have departed, deactivate the Transaction Code.
  3. You need to change the Fixed Amount set on a Transaction Code

    - In the History Tab of the Transaction Code, hit the Insert button to enter a new "Fixed Amount". NOTE: The new fixed amount will NOT go into effect today, it must be set to change on a future date.

NOTE: Any time you make a change to any of the areas above, make sure you Log Out & back into the PMS in order for the change to take effect.