Display Authorization Details on Batch Operations

Display Authorization Details on Batch Operations - Folio Tab

The Folio tab on the Batch Operations screen is enhanced to display the following authorization details of a reservation:

The current amount authorized
The expected authorization amount required to cover the remainder of the stay
The amount that is greater/lesser than the expected authorized amount

The following columns on the Folio tab displays the authorization details of the reservations:

Field	Description
Reservation	Displays the confirmation ID of the reservation as a hyperlink. When clicked, the users are navigated to the corresponding Reservation screen. This column can be sorted.
Room Type	Displays the room type code for the room assigned to the reservation. This column can be sorted.
Room	Displays the room number of the room assigned to the reservation. This column can be sorted.
Building	Displays the name of the building where the room is located. This column can be sorted.
Guest Name	Displays the guest’s name associated with the reservation. This column can be sorted.
Status	Displays the status of the reservation. Users can filter records based on the status. This column can be sorted.
Email Address	Displays the email address associated with the guest profile of the reservation. This column can be sorted.
Last Sent	Displays the time when the folio was last emailed to guests. This column can be sorted.
Payment Method	When the same payment method is attached to multiple folios: The parent row displays the payment method name. The child row displays the payment method name along the name of the folio it is associated with. When a different payment method is attached to each folio: The parent row displays the payment method name as Multiple. The child row displays the payment method name along the name of the folio it is associated with. Users can filter records based on the payment method. This column can be sorted.
Guest Balance	When there are multiple folios in a reservation: The parent row displays the total folio balance across all the folios. The child row displays the respective folio balance of each folio. This column can be sorted.
Total Projected Balance	Displays the total estimated/projected charges to be posted to the folios. When the same payment method is attached to all the folios: The parent row displays the sum of the estimated/projected charges of all the folios. The child row displays the estimated/projected charge for the respective folio. When a different payment method is attached to each folio: The parent row displays the sum of the estimated/projected charges of all the folios. The child row displays the estimated/projected charge for the respective folio and payment method. This column can be sorted.
Authorized	When the same payment method is attached to all the folios: The parent row displays the total amount authorized for the payment method. The child row displays a hyphen (-). When a different payment method is attached to each folio: The parent row displays the total amount authorized across all the payment methods. The child row displays the amount authorized for the respective payment methods. This column can be sorted.
To Authorize	This field is calculated by comparing the total projected charge vs the authorized amount. When the same payment method is attached to all the folios: The parent row displays the total amount to be authorized. The child row displays a hyphen (-). When a different payment method is attached to each folio: The parent row displays the sum of all the amount to be authorized. The child row displays the amount to be authorized for the respective payment methods. This column can be sorted.
Auth State	When the same payment method is attached to all the folios: The parent row displays the auth state as Insufficient where is an amount to be authorized. Displays the auth state as Sufficient if there is no amount to be authorized. The child row displays a hyphen (-). When a different payment method is attached to each folio: Parent row displays the auth state as Multiple. The child row displays the auth state as Insufficient or Sufficient accordingly. Users can filter records based on the auth state. This column can be sorted.
Last Attempt	Displays the time when the authorized amount was collected. When the same payment method is attached to all the folios: The parent row displays the time information. The child row displays a hyphen (-). When a different payment method is attached to each folio: The parent row displays the time information if all the child rows have the same time. Displays Multiple if the time information is different for a child row. The child rows display the time when the authorized amount was collected. This column can be sorted.
State	When the same payment method is attached to all the folios: The parent row displays the state as Failure if the auth amount is not collected successfully. The parent row displays the state as Success if the auth amount is collected successfully. The child row displays a hyphen (-). When a different payment method is attached to each folio: The parent row displays the state as Multiple if the child rows have different states. The parent row displays the state as Success if all the child rows have the state as Success. The parent row displays the state as Failure if all the child rows have the state as Failure. The child rows display the state for each payment method. This column can be sorted.
Reason	Displays the reason for failure in collecting the authorized amount.

Column Customization

Users with the Stay_BatchFolioColumnPreferences permission can configure the list of columns to be displayed on the Folio tab. Users can customize the columns by clicking on More ➜ Set Column Preference option. When clicked, the Set Column Preference screen appears that allows users to select/deselect the following columns.

Room Type
Room
Building
Group
Payment Method
Guest Balance
Total Projected Charge/Balance
Authorized
To Authorize
Auth State
Last Attempt
Reason
Status
Email Address
Last Sent

Users cannot deselect the following columns that are selected by default:

Reservation
Guest Name

The selected columns are displayed only to the user who has customized them. They are not displayed when a different user logs in.

Authorize Cards

Users can initiate the authorization for the payment method that does not have sufficient authorization by clicking on More ➜ Authorize Cards. When clicked, a Confirmation pop-up screen appears. When users click Yes, the system completes the authorization process for the credit cards with insufficient authorization.

Once the authorization is completed successfully, the following columns are updated on the Folio tab:

Authorized
To Authorize
Auth State
Last Attempt
State
Last Auth Amount

When authorization fails, the following columns are updated:

Auth State
Last Attempt
State
Last Auth Amount
Reason

A record for the authorization is created on the Authorization and Payment History screen (Reservation ➜ Folio ➜ More ➜ Authorization and Payment History). The authorized amount collected is also tracked in the Credit Limit Report (Legacy).

The following fields/columns support this feature:

The following columns in the Folio tab of the Batch Operations screen displays the authorization details:

Column	Description
Arrival Date	Displays the arrival date of the reservation and can be sorted This column is added next to the Guest Name column.
Departure Date	Displays the departure date of the reservation and can be sorted. This column is added next to the Arrival Date column. .
Company	Displays the name of the company associated with the reservation as a hyperlink. This column is added next to the Group column. When clicked, users are navigated to the respective company profile. This column can be sorted

Column

Description

Arrival Date

Displays the arrival date of the reservation and can be sorted This column is added next to the Guest Name column.

Departure Date

Displays the departure date of the reservation and can be sorted. This column is added next to the Arrival Date column. .

Company

Displays the name of the company associated with the reservation as a hyperlink.

This column is added next to the Group column.
When clicked, users are navigated to the respective company profile.
This column can be sorted

The following filter options in the Folio tab of the Batch Operations screen allows users to filter records:
- To Authorize - Users can enter the range of the amount in the From and To text box. If the user enters an amount in the From text box alone, any amount that is equal to or more than the entered amount is displayed. If the user enters an amount in the To text box alone, any amount that is equal to or less than the entered amount is displayed.
- Company - Displays all the company profiles part of the reservation in the results.
The Authorize Cards option under More in the Folio tab of the Batch Operations screen allows users to authorize credit cards with insufficient balance.