Support CentreStandard ModulesFront Office Front Desk How to Setup Charge Routing on a Guest Reservation

How to Setup Charge Routing on a Guest Reservation

The following article explains how to set up Charge Routing on a reservation, allowing for certain charges to be automatically transferred to another reservation, or moved to another folio on the same reservation.

What does Charge Routing do?

Charge Routing in the PMS allows you to do two things:

  • Setup specific Transaction Codes to transfer to a different Reservation
  • Setup specific Transaction Codes to transfer to a specific Folio # on the Guest Folio

The Routing Tab

Charge Routing must be setup prior to check-out in order to work. To setup Charge Routing, select Change Stay (or Change Res) on a Guest Reservation and proceed to the “Routing” tab.

The Routing Tab

Scenario 1: To setup specific Transaction Codes to transfer to a different Reservation follow these steps:

Transaction Group – Use the drop down menu to select the Transaction Group where the Transaction Code is located (ie: Room Charge Transaction Codes are found under Room Charge, Payment Transaction Codes are found under Payment and all other Transaction Codes are located under Other Charges) If you are routing ALL charges then you would select <ALL>.

  • Transaction Code - Select the Transaction Code you wish to Route.
  • Folio Number – select Folio 1 unless you would like the Transaction to Route to a specific folio number on the destination reservation, use the drop down menu to select the applicable Folio Number. NOTE: The Route to the same booking box should NOT be checked, unless you intend to route the charges to another folio on the same reservation.
  • Amount (Optional) - If the permission "1546 - Route By Amount" is enabled for both your property, and your user ID, you may see this field. The amount that you enter into this box will be calculated on a daily basis. For example, if my Room Charge is $200 per night, and I enter $75 into the Amount field, it will route $75 of the $200 daily Room Charge to the folio I choose.
  • Percentage (Optional) - As with the Amount field, this will only be displayed if the permission "1546 - Route By Amount" is enabled for both your property, and your user ID.  This field acts as a modifier, and indicates that the value entered into the Amount field should be treated as a percentage. For example, if I enter "75" into the Amount field, and check the percentage box, the PMS will route 75% of the daily Room Charge, instead of $75.
Scenario 1: To setup specific Transaction Codes to transfer to a different Reservation follow these steps:
  • Now select where the charges are going to be routed. Using the “Filtered By” settings select whether the guest is In House, Reservations (not in house yet but has a reservation) or None (will show all guests)
  • Select the "Reload" button to load the guest Res ID information
  • Select the correct Res ID from your list (This is the destination Reservation where the routed charges should end up)
  • Click "ADD"

If needed, continue the first three steps to add more transaction codes. Hit the "Add" button so the charges move up onto your list.

When the routing is successfully set up, it will be displayed in the list of routed charges.

Scenario 2: Setup specific Transaction Codes to transfer to a specific Folio # on the same Guest Folio

  • Transaction Group – Use the drop down menu to select the Transaction Group where the Transaction Code is located (ie: Room Charge Transaction Codes are found under Room Charge, Payment Transaction Codes are found under Payment and all other Transaction Codes are located under Other Charges) If you are routing ALL charges then you would select <ALL>.
  • Transaction Code - Select the Transaction Code you wish to Route.
  • Folio Number – select the folio number where you would like the Transaction Code to route to.
  • Route to the Same Booking – check this box
  • Amount (Optional) - If the permission "1546 - Route By Amount" is enabled for both your property, and your user ID, you may see this field. The amount that you enter into this box will be calculated on a daily basis. For example, if my Room Charge is $200 per night, and I enter $75 into the Amount field, it will route $75 of the $200 daily Room Charge to the folio I choose.
  • Percentage (Optional) - As with the Amount field, this will only be displayed if the permission "1546 - Route By Amount" is enabled for both your property, and your user ID.  This field acts as a modifier, and indicates that the value entered into the Amount field should be treated as a percentage. For example, if I enter "75" into the Amount field, and check the percentage box, the PMS will route 75% of the daily Room Charge, instead of $75.
  • Select the “Add” button at the bottom of the screen
Scenario 2: Setup specific Transaction Codes to transfer to a specific Folio # on the same Guest Folio

If needed, repeat the steps above to add more transaction codes. Click the "Add" button so the charges move up onto your list.

When the routing is successfully set up, it will be displayed in the list of routed charges.