Routing Rule Templates

The Routing Rule Templates option allows a property to create both regular and comp routing rule templates and easily attach them to reservations. Here is where the property will configure all routing rules templates (both regular and comp). For creating comp routing rule templates, the property must have comp accounting set up. Users can attach a routing rule to a reservation at the time of booking. Routing rules can also be attached to Groups, Company. The following permissions are required to create routing rules: CreateRRTemplate.

Follow the below set of instructions to create a new routing rule.

Navigate to Settings à Template à Routing Rule Template. The Routing Rule Template screen is displayed.

Click Add. The Add New Template screen is displayed.

Refer to the table and fill in the fields.

Field	Description
Rule Details
Rule Name	Name of the new rule.
Description	The description of the rule.
Run rule for charges & deposits already posted	Enable the checkbox to run the routing rule for charges and deposits that have been posted for current property date.
Start Date	The active start date for the rule.
End Date	The end date for the rule.
Include Arrival Date	Enable the checkbox to include arrival date.
Include Departure Date	Enable the checkbox to include departure date.
Days Of Week	Select the days of week for which the routing rule must be applied.
Use as Comp	Enable the checkbox to set the rule as a comp routing rule.
Offset Rule	Select the duration when the breakage charge must be offset to 0: Real Time - Comp charge is offset in the comp folio instantly as and when the charge is posted. Check Out - Comp charge is offset during checkout. Night Audit - Comp charge is offset during night audit. Note: This field is displayed only when the Use as Comp checkbox is enabled.
Authorizer Code	Enter the code of the authorizer. Note: This field is displayed only when the Use as Comp checkbox is enabled.
Department	Select the department to associate the authorizer with. Note: This field is displayed only when the Use as Comp checkbox is enabled.
Authorizer	Enter the name of the authorizer. Note: This field is displayed only when the Use as Comp checkbox is enabled.
For Changes
Source	The source for which the rule should apply.
Categories	Select from the list of categories for which the rule must apply.
Items	Select from the list of items for which the rule must apply.
Include Tax	Enable the checkbox to include tax. Note: This field is displayed only when the Use as Comp checkbox is enabled.
Destination
Route Deposit	Enable the checkbox to route the deposit charged to the destination folio or account. Note: This field is displayed only when the Use as Comp checkbox is not enabled.
Ignore All Destination Rules	Enable this checkbox to ignore any routing rules that are present at the destination folio or account to which the charges should be routed. Note: This field is displayed only when the Use as Comp checkbox is not enabled.
Split By	Select the option on how the charges must be split, either by percentage, amount, or none.
Per	Day Stay Transaction
Add a Folio	When selected, the Enter field appears that allows users to enter the folio name. When the % and $ Split By options are selected, the Amount and Transaction fields appear that allows users to configure the amount and the transaction limits for the selected folio.
Search accounts	When selected, the Search field appears that allows users to search for an account. When the % and $ Split By options are selected, the Percentage and Transaction fields appear that allows users to configure the percentage and the transaction limits for the selected folio
Transaction Limit	Select the transaction limit from the following options: Limited - Sets a limit to the number of transactions made. Users can enter the limit value in the field provided. Unlimited - Allows unlimited transactions.
Route Deposit to Account
Add a Folio	When selected, the Enter field appears that allows users to enter the folio name.
Search Accounts	When selected, the Search field appears that allows users to search for an account.
Reason	Reason for creating the routing rule.

Click Save to add the new routing rule.