If you would like to request a new article or update to an existing article in the RMS Help Centre please complete the below form.


    If you require assistance or would like to speak with someone from RMS Customer Support please log a Service Request.



    Unassigned Credit Note for Point Redemption

    Setup an Unassigned Credit Note for Point Redemption when using Guest Rewards in RMS.

    Decision Tree

    An Unassigned Credit Note is required to apply a guest's point redemption onto their account in RMS.

    • Information
    • Setup
    • Add Button

    Information

    An Unassigned Credit Note is required to apply a guest's point redemption onto their account in RMS.

    Point Redemption is part of the Guest Rewards module providing customised loyalty programs that can be managed in RMS.

    Unassigned Credit Notes are credits applied to an account that deduct from revenue reported for the General Ledger Account Code selected on the Unassigned Credit Note's setup.

    Unassigned Credit Notes can be used to apply a general discount for a transaction already created on the account without needing to void and recreate the charge or when providing compensation on an account that needs to be reported to a specific compensation General Ledger Account Code.




    Loyalty is a default System Label that can be customised.

    The Guest Rewards module is required to use this feature.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Select the 'Add' icon.
    3. Enter a Description.
    4. Select the General Ledger Account Code.
    5. Select the Tax Type.
    6. Select the checkbox 'Credit Note'.
    7. Select the checkbox 'Unassigned to Charge when created'.
    8. Save/Exit.
    9. Go to Setup > Property Options > Property Information in RMS.
    10. Select the 'Edit' icon on an existing Property.
    11. Navigate to the 'Loyalty Guest Rewards' tab.
    12. Select the Credit Note for Redemption.
    13. Save/Exit.



    This Unassigned Credit Note can be used for Reward Point Redemption with the Guest Rewards module.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Sundry in RMS.

    Select the  'Add' icon.

    Enter a Description.

    Select the General Ledger Account Code.

    Select the Tax Type.

    Select the checkbox 'Credit Note'.

    Select the checkbox 'Unassigned to Charge when created'.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Go to Setup > Property Options > Property Information in RMS.

    Select the  'Edit' icon on an existing Property.

    Navigate to the 'Loyalty Guest Rewards' tab.

    Select the Credit Note for Redemption.

    Select 'Save/Exit' to store the changes made and leave the setup.

    The selected Unassigned Credit Note will be used for Guest Reward Point Redemption on accounts in RMS.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Select the 'Add' icon.
    3. Enter a Description.
    4. Select the General Ledger Account Code.
    5. Select the Tax Type.
    6. Select the checkbox 'Credit Note'.
    7. Select the checkbox 'Unassigned to Charge when created'.
    8. Save/Exit.
    9. Go to Setup > Property Options > Property Information in RMS.
    10. Select the 'Edit' icon on an existing Property.
    11. Navigate to the 'Loyalty Guest Rewards' tab.
    12. Select the Credit Note for Redemption.
    13. Save/Exit.



    This Unassigned Credit Note can be used for Reward Point Redemption with the Guest Rewards module.



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Sundry in RMS.

    Select the  'Add' icon.

    Enter a Description.

    Select the General Ledger Account Code.

    Select the Tax Type.

    Select the checkbox 'Credit Note'.

    Select the checkbox 'Unassigned to Charge when created'.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Go to Setup > Property Options > Property Information in RMS.

    Select the  'Edit' icon on an existing Property.

    Navigate to the 'Loyalty Guest Rewards' tab.

    Select the Credit Note for Redemption.

    Select 'Save/Exit' to store the changes made and leave the setup.

    The selected Unassigned Credit Note will be used for Guest Reward Point Redemption on accounts in RMS.


    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Our team of RMS experts are here for you!

    Submit Question