Configure Reasons to Adjust Charges

Stay allows users to configure reasons that can be selected when adjusting charges in a folio.

Feature Setting

  • Name: Adjust Charge Reasons - Allows users to configure reasons for adjusting charges

  • Value: Must be enabled

  • Comments: License is not required

Permission

The following new permission has been added to enable:

  • StayWritePropertyAdjustChargeReasons

    • Allows users to configure reasons for adjusting charges at the property level. Users with this permission can add or modify the reasons configured for the property.

  • Roles assigned - System Administrator, Stay Hotel Manager, Department Manager.

When the feature setting is enabled, users with the StayWritePropertyAdjustChargeReasons permission can configure reasons at the property level for adjusting charges from the Adjust Charge Reasons screen (Settings ➜ All Settings ➜ Reservations ➜ Adjust Charge Reasons). When users click Add, the Add Reason pop-up screen appears that displays the following fields:

Field

Description

Active Checkbox

  • This is an optional field that is selected by default.

  • Users can uncheck this checkbox to make the reason inactive.

Code

  • This is a mandatory field that allows users to enter a code for the reason.

  • Users can enter a maximum of 6 characters including alphanumeric characters.

Reason

  • This is a mandatory field that allows users to enter the reason to be selected when adjusting charges.

  • Users can enter a maximum of 65 characters.

Type

This is a mandatory field that allows users to select from the following adjustment types :

  • Guest Satisfaction: When selected, users can select the reason configured when performing a Guest Satisfaction adjustment for the charge.

  • Posted Incorrectly: When selected, users can select the reason configured when performing a Posted Incorrectly adjustment for the charge.

    When both the options are selected, the configured reasons are applicable for both the adjustment types.

Description

This is an optional field that allows users to enter a description for the reason. Users can enter a maximum of 300 characters.

The configured reasons are saved when users click Save and are displayed in the Adjust Charge Reasons tab. The reasons are displayed as a hyperlink. When clicked, the Edit Adjust Charge Reason pop-up screen appears that allows users to modify the following fields for the configured reasons:

  • Reason

  • Adjust Charge Type

  • Allow Properties to Inactivate the Reason

  • Active Checkbox

  • Description

The following columns are displayed in the Adjust Charge Reasons tab:

Column

Description

Reason

Displays the reason configured.

Code

Displays the code for the reason.

Description

Displays the description for the reason.

Adjust Type

Displays the adjustment types for which the configured reasons can be applied, that is, for Guest Satisfaction or Posted Incorrectly.

Level

Displays if the reasons are configured at the customer or property level.

Status

Displays if the reasons are active or inactive.

Users can search reasons in this tab using the Reason or Code and filter records using the Level and Adjust Type values.