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    Group Reservation Charge Transfer

    Transfer charges on a sibling reservation account to the Group Master in RMS.

    Decision Tree

    Charge transactions can be transferred from a Sibling Reservation Account to the Group Master Account.

    • Information
    • Use
    • Add Button

    Information

    Charge transactions can be transferred from a Sibling Reservation Account to the Group Master Account.

    The Group Master Account and the Rate on Group option can be used to create a consolidated Tax Invoice for all charges related to the Group Reservation.



    Users will require Security Profile access to use this feature.



    • Use
    • Add Button

    Use

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Group Name or Reservation Number and press 'Enter'.
    3. Navigate to a Sibling Reservation.
    4. Select the Account Type.
    5. Select 'Transfer' and choose 'Charge Transfer'.
    6. Select the checkbox for the Charges.
    7. Select the Destination Account.
    8. Select 'Transfer'.
    9. Select 'Yes' to confirm.



    Sundry Packages cannot be transferred between accounts. 

    To transfer a Sundry Package void the transaction and recreate on the required account.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Group Name or Reservation Number and press 'Enter'.

    Navigate to a Sibling Reservation.

    Select the Account Type.

    Select 'Transfer' and choose 'Charge Transfer'.

    Select the checkbox for the Charges.

    Select the Destination Account.

    Select 'Transfer'.

    Select 'Yes' to confirm.

    The selected charges will be transferred to the Group Master Account with a comment indicating the origin account they were transferred from.


    Use

    1. Go to the Toolbar Menu Reservation Search in RMS.
    2. Enter the Group Name or Reservation Number and press 'Enter'.
    3. Navigate to a Sibling Reservation.
    4. Select the Account Type.
    5. Select 'Transfer' and choose 'Charge Transfer'.
    6. Select the checkbox for the Charges.
    7. Select the Destination Account.
    8. Select 'Transfer'.
    9. Select 'Yes' to confirm.



    Sundry Packages cannot be transferred between accounts. 

    To transfer a Sundry Package void the transaction and recreate on the required account.



    • Guide
    • Add Button

    Guide

    Go to the Toolbar Menu Reservation Search in RMS.

    Enter the Group Name or Reservation Number and press 'Enter'.

    Navigate to a Sibling Reservation.

    Select the Account Type.

    Select 'Transfer' and choose 'Charge Transfer'.

    Select the checkbox for the Charges.

    Select the Destination Account.

    Select 'Transfer'.

    Select 'Yes' to confirm.

    The selected charges will be transferred to the Group Master Account with a comment indicating the origin account they were transferred from.


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