Debtor maintenance – icons explained

Debtor maintenance – icons explained

1. ADDRESS DETAILS

From here you are given the opportunity to enter a further six addresses if required.

Click on ADD then select the type of address you wish to enter and then complete the address details and then click on SAVE.

2. REMARKS

There are two separate areas under this heading. You can enter a "Rule and Regulation" type remark or an "Other Remark".

Users with Administrator Rights are the only people who can amend details in the system relating to Rules and Regulations. These are Rules that relate to taking a booking from this Corporate e.g. Order Number must be received or No Discounts Given. The Other Remarks can be amended and added to by anybody. These can be general comments about the Corporate / Debtor Account that may be helpful to others dealing with them.

3. CONTACTS

To add the details of the contacts at a company who usually do the travel arrangements. Click on ADD then enter the details and then SAVE.

4. PAYMENT DETAILS

You can add all the Corporate Client’s normal forms of payment that they use. Click on ADD and then select the type of payment that you want to add and complete the relevant fields.

These need to be extremely accurate as these forms of payment are duplicated and used throughout the system. If they are incorrect in this area then every time they are used they will be incorrect in all additional areas such as receipting.

Once you have completed all the required areas you can then go on to create a Profile for the Corporate Account by clicking on the yellow smiley face. This will open the Profile Maintenance screen and all the information from Debtor Maintenance will go through to the Profile. Refer to Profile Maintenance in the Travel Services Manual for adding Preferences etc. if required. Click on Save - Close the Profile Maintenance screen. Now click on Save in the Debtor Maintenance screen to save all the details you have entered.