Booking for a corporate client

Booking for a corporate client

EXAMPLE 6: Booking for a Corporate Client

• Retrieve PNR in CRS
• Open TRAVEL SERVICES, click NEW QUOTE/BOOKING
• IMPORT FROM CRS and complete CLIENT DETAILS Screen (see example 4 for use of existing profile, which will be the usual method for Corporate Bookings).

• At bottom of CLIENT DETAILS screen, Click BROWSE BUTTON next to CORPORATE A/C. The DEBTOR BROWSE screen will open to enable selection of debtor, which will link booking to a Corporate Account Debtor Code. If entered in the Debtors Maintenance, a Contact
• name can be selected and if applicable an order / booking number from the debtors can also be entered.
• NOTE: These two entries will print on the invoice.
• Highlight required debtor and press SELECT. The code for the chosen debtor will appear next to CORPORATE A/C
• Press TAB
• CREATE AS BOOKING.
• Go to TRIP INFORMATION screen.
• Highlight Air Segment, click MODIFY, click MODIFY PRICING in FLIGHT SECTOR INFORMATION window, and update AIR PASSENGER PRICING Window and enter TICKET NUMBERS
• Next time a booking associated with this Client Profile is used; it will default to a corporate booking. If leisure booking for this profile is required, simply delete the debtor code form the space adjacent to CORPORATE A/C and press TAB, The particular Quote/booking will be 'unlinked' from the debtor and will not appear on any corporate reports that may eventually be produced.
• Click ACCOUNTING on the left List Bar
• Click on GENERATE INVOICE and Answer YES to 'Create an Invoice from all booked trip lines?'

Note Invoice information will download from the Trip Number.

• Press SELECT ALL if all passengers associated with the booking are to be included on the invoice.
• Otherwise, place a tick under SELECTED for the passenger(s) to be selected for invoicing.
• Complete STATEMENT DETAILS. This will print on the debtor statement (OPTIONAL).
• Click on INVOICE button
• TERMS/TRADE will fill in automatically, but extra text concerning payment details can be added
• To make amendments (if applicable), Double click on the line to amend and it will open up.
• Click PRINT for a hard copy of the invoice and the word
• “Printed” will appear in top right hand corner

Note: You can print only ONE ORIGINAL INVOICE

• Click CLOSE to Close Window – OR Click SAVE without printing the Invoice.

• Check TRANSACTION DRILLDOWN.

• Note that TRANSACTION DRILLDOWN displays an invoice raised to a debtor in the same way as a receipt (Credit entry).
• Note: check TYPE column on drilldown to see if document is a receipt or an invoice.
• PAY SUPPLIER as usual and SAVE.