Reservation Types

To set up reservation types

Click the icon, enter Reservation Types, and select the relevant link.
Click the New action.

Note: The Activity Types action opens a very important setting. Here the user is required to assign which activity types are allowed within the reservation and which view settings would be appropriate and suitable.

If this setting is ignored, you cannot assign any product on a reservation since the reservation type would give access to any type of product (based on the activity types allowed for the reservation).

The fields on the Reservation Type Card are:

General FastTab

Field	Description
Code	Unique ID reference for the reservation type.
Description	The general description.
Multiple Clients	Used when the reservation needs a client assigned to each activity in the reservation lines, or if the reservation only belongs to a single client assigned on the reservation header.
Multiple Locations	Used when the reservation needs or allows location to be assigned on each activity in the reservation lines, or if location is only assigned on the reservation header.
Date Restriction	Specifies if BackOffice users are allowed to enter activities outside the date range of the reservation header dates.
No. of Activity Types	Indicator showing the number of activity types allowed within the reservation type scope.
Reschedule Price Handling	Specifies how price changes are handled during the reschedule process in the availability matrix. Default: The users will be informed of price changes and asked to confirm if they want to keep previous pricing. Keep Previous Price: The price will not be changed during the process. Set New Price: The price will be automatically adjusted if the rescheduling affects the pricing.

Deposits and Charging FastTab

Field	Description
Customer Account	Shows the Customer Account fields on the reservation header. This option opens access to the Quote and Invoice functions on the Reservation Card's Action menu.
Invoicing	Defines the invoicing options for this type of reservations; whether they can only be paid at the POS or be invoiced through standard Business Central, either one invoice for the whole reservation or an invoice for each activity line.
Deposit Account	The item used for posting deposit payments on the POS.
Deposit Options	Specifies whether deposits are accepted at Reservation level, Activity level (reservation line), or are not accepted at all.
Charge to Res (Tender Type)	Tender type is used to balance the sale at the POS. It is a reference to an interim G/L Account, which keeps track of sales that have not been paid and are outstanding related to the reservation and are finalized at later stage. Either through Business Central invoicing or at the point of sale. When the reservation is paid at POS or invoiced in Business Central, any related POS receipt charges are added to the charged amount. This allows the customer to charge any point of sale receipt towards the reservation (such as room charging at a hotel).
Default Charge Limit	The default amount that is allowed to be charged additionally to a reservation from the point of sale. Note: This default amount is assigned on the reservation when it is created and can be edited on the Reservation card.
Charge to Res Method	Defines how the charges to reservations are charged to the reservation. Either the charge can be sent as a single amount, or itemized per POS transaction line.
Charge to Res Item	If the Charge to Res Method is Summary, the user must specify which item is going to be used as the posting carrier, and which as the finalizing item when the customer pays the reservation.
Deposit Schedule	The default Deposit Schedule policy that should be assigned to all related reservations. The deposit schedule defines the upfront payment dates when the client or customer should have finalized a partial or full payment towards the reservation.
Charge Restrictions	It is possible to restrict what retail items are allowed to be charged to a reservation, both through the additional charges on the activity itself (which is normally part of the original reservation), and the charges that are added after wards at the point of sale. The options are: Additional Charges + POS charges, POS Charges Only, Additional Charges Only, and None. The user can control which charging method is either excluded or included in the restriction assessment by using these settings. The restrictions are set on the Member Contact Card, and are applied to the related Member Account. The restrictions are checked immediately when the user is entering the additional charges, or when trying to charge the reservation at the POS.
Deposit Refund Handling	Set if the refunding of deposits are automatically transferred to the member account as member deposit. Each Member (client) can have a member deposit account that keeps track of the members' payments into the account. The members can also use the deposits as payments in the POS. If this refund handling is set as Use Member Deposit, and if clients cancel their reservation which has deposits already paid, the balance of those deposits is transferred to the member deposit account. When the client makes a new reservation, the relevant member deposit account balance is automatically transferred to the new reservation as deposit payment.
Allowance Type	Defines how revenue is posted and handled when products or deals (item allowances) assigned to activity products in this activity type are posted when set as Allowances. Can either be income Account/GL (POS/Invoice) or an Item. Note: The Allowance Setup is also on the activity type, if a more specific setting is needed and is assigned on allowances that are assigned to the related activity products. Reservation Charges, however, are not related to any activity type and derive allowance settings from this setup.
Allowance Posting	The posting item (Retail item) or (Income) account is used to post revenue when products in this activity type are presold as item allowance. Example: You can book an activity which includes either additional retail items or deals. When the reservation is paid (either prior or after the services has been delivered), the revenue for the additional items is posted to a temporary account or item. When the additional item/deal is consumed at the POS, the revenue goes to the actual revenue accounts and is balanced against the temporary account.

Views FastTab

Field	Description
Date Range	This defines how dates are represented on the Reservation Card and must take notice of the combination of activities within the reservation type. The options are: Single Date: Reservations only show Date From. (Date To is not needed). Date Period: Reservations show Date From and Date To for the period. Date Schedule: No dates are shown on the reservation lines but are only assigned as schedule on the reservation header.
Show Activity Availability	To display availability on each activity in the reservation lines.
Show Line Quantities	To show quantity on the reservation lines.
Show No. of Persons	To show the number of persons on the reservation lines.
Show Additional Charges	To display the Additional Charges FastTab on the reservation lines.
Show Reservation Charges	To display the Reservation Charges FastTab on the Reservation card. Reservation charges (Retail Items/Deals) can be assigned to a reservation in general. The activity's additional charges are linked to a specific activity, but reservation charges are assigned on the reservation, and derive the location, status, and date settings from the Reservation card header settings. Note: Reservation charges are not supported when the reservation type is set as Banquet Event Order, since reservation charges are not supported in BEO views, except as activity additional charges.
Show Price & Amounts	To show the price and amount related fields on the reservation lines.
Show Rental Units	To have the Rental Unit assignment view open on the Reservation card and on the Activity card. Practical when the reservation type is presenting rental contracts. You can still assign and return rental units without having this view open by default, since the Unit Tracking view will be accessible on the action pane for rental activity products.
Show Time Range	This field defines how times are represented on the Reservation Card. The combination of activities within the reservation type must be taken into notice. The options are: Show From & To Times Show From Times *Show No Times*
Show Comments	Specifies if the Comment section should be open and accessible on the Activity Reservation Card.
Show Task Schedule	Specifies if the Tasks section should be open and accessible on the Activity Reservation card.
Show CRM Options	Specifies if CRM functionality should be available on the Reservation Card. This would provide access to assigning an Opportunity link and create Opportunities in the CRM based on the reservation details.
Show Main Resource	Specifies if the Main Resource field should be shown on the activity reservation line and the user be able to assign a specific resource to the activity during entry in the activity line. This is a good option, if the resource selection should affect pricing (that is pricing based on resource), or even when the duration of the product might be affected based on which resource handles the service.
Show Guest Type	Specifies if the Guest Type field should be displayed on the activity and group reservation line and the user be able to assign a specific guest type to the activity during entry in the activity line. This would then also set the parameter for pricing and availability lookup to show correct pricing for the related line.
Resource Group Filter	Specifies if the Main Resource field on the activity lines or card should have a filter on the lookup and entry of the resource. So if the product has multiple resources required to handle the activity, the main resource field might only be used to select the human resource, for example. Only used if the Show Main Resource setting is on.
Default Matrix View	Specifies the matrix template to use when the availability matrix is shown from the Reservation Card's action pane.

Group Settings FastTab

Field	Description
Default Charge Type	This setting applies to group reservations only. Determines the default Charge Type assigned to the group reservation line when they are created initially. Charge type set as Group will set the related group charges to be paid by the group payment process, but if it is set as Individual, it will set the group line to be paid using normal payment processes for the individual Group member reservation.
Group Payment Handling	Specifies if the payment process of the group should only pull in activity group lines of the charge type Group, or if they should include all, regardless of the charge type.
Group Reservation Expanding	This setting applies to group reservations only. Determines if the group lines are expanded to multiple activity reservations per group member, or if they are simply added to the paymaster reservation.
Check Group Members	This setting applies to group reservations only. Determines if the group members are checked at confirming the group reservation if they have been assigned activities. If they do not have any activities assigned, the user will receive a warning message box with a list of group members who have not been assigned any activities.
Update Reservation Dates	This setting applies to group reservations only. Determines if the dates in the group lines will be updating the date period of the group reservation (header) during confirmation.
Show Member Activities	This setting applies to group reservations only. Determines if each group member's activities are shown in the Group Reservation card. Show All Activities shows all the group member's activities as the group member is selected in the member part page, but Show Line Related only lists the activities that are related to the group line selected at the same time.
Group Member Assignment	When a group reservation is confirmed (or a group line within a group reservation), and the user has not prior assigned any group members specifically to the groupline/activities, the system will automatically assign the group members to the activities as follows: By First - Populate the group members' section by group members, starting with the first line (no. 1) in the group and up to the number of persons to be assigned. By Next - Populate the group members section by group members, starting from the next group member line, based on the last group member assigned on previous activity group line, that is continue assignment from the last member assigned in prior activity group line.
Confirm Price Changes	When a group line is being edited, then the editing could lead to basis for new price or discount being assigned. By default this change of price or discount is automatically assigned, but here you can set if the user should be warned about the changes in price or discount, and needs to confirm to accept the changes.

Archive FastTab

Field	Description
Archiving	Specifies if the reservations of this reservation type should be archived during the archiving process, or if they should be excluded and always remain active.
Archive (Older than X Days)	Specifies how many days in the past the activity entries should stay in the active transaction tables. If not specified, the default is automatically set to 90 days. See Archive for more details on the archiving process and logic.
Track Resources	Specifies if the system should log the resources assigned as part of the status change process. If set, the activity status log will include the main resources assigned as human, location, equipment, and other after the status change has been processed. Note: Only one resource per resource type is registered in the change log.

Banquet Events FastTab

Field	Description
Use Banquet Category	Specifies if the activity lines and the additional charges lines in the reservation will allow the Banquet Category to be assigned. Also allows access on the Reservation Card to actions related to the Banquet Event Orders, including BEO View, BEO Versions, and Responsibilities. Note: This also makes the Total No. of Persons field editable on the Reservation Card.
BEO Format	Specifies how the BEO view will be generated, either as general summary of all events, or grouped by date.
Event Show Comment	Specifies if the BEO View shows the reservation comments, and if those are displayed at the top or bottom of the view.
Agenda Caption	Specifies the caption of the BEO section which displays the agenda of the events registered in the reservation (that is the related activities), normally this would be set as Agenda.
BEO Show Responsibility	Specifies if the BEO View will be showing the persons responsible for each Banquet Category or not.
BEO Report	Specifies the custom BEO report to use when printing the BEO from the Reservation Card. If this value is blank then the default report is used. This allows the implementation partner to easily make custom BEO report for the client/user and assign it here to overwrite which report is used for the BEO printing.

Cost Management

Field	Description
Cost Updates	Specifies if the cost update process should include all reservations belonging to this reservation type when executed. The process will process draft, waiting list, and confirmed reservations that are set today or in the future (as specified in the reservation date). The related retail items and activity costs are recalculated based on cost prices at execution date and updated. Note: When opening the Cost views in the reservation cards, the cost prices are always updated to the latest cost price, unless the reservation date is in the past.
Cost Updates (X Days ahead)	Specifies how many days into the future the reservations are processed and cost prices updated. Also at that point, any cost price hike alerts are issued and displayed in the role center's Cost Alerts tile. If not specified, all future reservations are processed. The administrator can set this up as a batch scheduler job to have this process run automatically. The Codeunit to be assigned is Codeunit 10015877 LSC Activity Cost Handling.
Cost Update Warning %	Specifies when a cost price alert should be issued, that is based on the percentage difference of the raised price versus the previous cost price in the same reservation. If not specified, any raised cost price will trigger an alert.

The Activity Types action

The Activity Types action opens the Reservation Type Activity card. Here the user is required to assign which activity types are allowed within the reservation and which view settings would be appropriate and suitable.

Note: The Activity Type is an important setting. If it is ignored, you cannot assign any product to the reservation, since the reservation type would give access to any type of product (based on the activity types allowed for the reservation).

The Allowance Assignment action

Allowance assignments settings allow the user to specify which retail items or deals should be assigned as allowances rather then direct sales posting. Normally, the allowance assignment is defined when the user sets the activity additional charges, however, in case of reservation charges or manual adding of items, there is no default assignment.

This setup allows the user for those cases (and in general as a default) define which products should be assigned as allowances.
Note: This can be done generally for an item category, item product group, or down to a specific deal or an item. The most specific setting will be used as the default assignment.