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Rate Type import file reference

Overview

A Rate Type defines the pricing structure for reservations in RMS. It specifies the rate name, rate structure, charge description, and validation criteria. This article outlines the requirements for the Rate Type Import feature in RMS.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Import Information

  • The import file must be in a comma-delimited .csv format (Field Delimiter), see template attached at the end of this article.
  • If a data field within this file contains commas, it should be surrounded with "double quotes" (Text Delimiter).
  • Line returns should be replaced with the pipe character '|'. (Usually found on the backslash key).
  • RMS is able to determine whether the first record is a header record.

 

Field Order

Order Field Name Field Type Required Max Characters RMS Equivalent
1 ChargeType String Y 50 Rate / Charge Type
2 Short_description String Y 50 Rate Charge Description
3 Structure String Y 6 OTA or Direct Rates
4 Code String N 50  
5 Long Description String N 500  
6 G/L Acc Code  String N 50  
7 Discount String N 20  
8 Grouping String N 50  
9 Advance Puchase Numeric N 3  
10 Last Minute Numeric N 3  
11 Refundable Charge String N 20  
12 Booking Source String N 20  
13 Market Segment String N 20  
14 Cancellation Policy String N 20  
15 Meal Plan String N 20  
16 Contracted Rate True/False N   Blank = False
17 BAR Rate True/False N   Blank = False
18 No Discount Allowed True/False N   Blank = False
19 Only Available to Members True/False N   Blank = False
20 Do not Use Promo True/False N   Blank = False
21 Base Rate Override  True/False N   Blank = False
22 Status String Y   Value = Active or Inactive

 

Import Validation

To ensure that your data is clean, consistent, and ready for the Live production environment after it has been validated and imported into the Training environment, follow these steps:

  1. Navigate to Charts > Rate Manager.
  2. Select the 'Rates' icon.
  3. Choose Rate Types.

RMS Rate Manager screen with the Rates icon clicked and the Rate Types option selected, displaying a list of imported rate types.

  1. Highlight a Rate Type.
  2. Select the 'Edit' icon. 

RMS Rate Types list showing one rate type highlighted and the Edit icon selected to open its configuration details for validation after import.

  1. Verify the Rate Type Structure.
  2. Review the Rate Type.
  3. Validate any other details included in the import file.

RMS Rate Type setup screen displaying the selected rate type’s Structure, descriptions, G/L Acc Code, Grouping, and other imported fields so they can be checked against the rate type import file.

★ Tip: Repeat this process with additional Rate Types to verify that the entire import was successful. Ensure that all necessary data points, such as G/L Acc Code or Groupings, are correctly populated.

 

Downloadable Import File

The attached import file below contains the required file format for a rate type import. Download the file and review the column headers. Populate the file with the data, ensuring that each rate type field corresponds to the appropriate column.

Next Article: Data Validation & Trial Imports

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