How Groupings work in RMS.
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Overview
A Grouping can be used to consolidate related items on a report or when viewing items in RMS.
A Grouping can be created for an Area, Asset, Booking Source, Category, Company, Contact, Country, Direct Debit, General Ledger Account Code, Tax, Guest Special Event, Inventory, Package, Property, Rate Type, Requirement, Sundry, Task or Trust.
Select a Grouping on any of the above will bundle that item with any others that have the same Grouping on multiple reports and various areas of RMS.
Report Groupings are an additional option to preselect Rate Type Groupings or General Ledger Account Code Groupings for use on the Flash Report, Bill Settlement Report and sections of the Night Audit Report.
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More Information
The following Groupings are available.
| Grouping | Description |
|---|---|
| Area | Consolidates Areas on the Housekeepers Report under the pre-determined heading and can be used to relate Areas based on location, bed configuration or other relative terms. |
| Asset | Pools multiple Asset Types together to provide an additional tier of filtering when viewing or creating Asset Maintenance. |
| Booking Source | Bundle variations of similar Booking Sources on reports, including the Marketing Report and Management Cash/Charge Report. |
| Category | Report on a collective of Categories on reports, including the Occupancy Report, Occupancy & Revenue Comparison Report, Pace Report, Arrival List and Departure List. Control Panel Restrictions can also be applied to a Category Grouping instead of selecting multiple individual Categories. |
| Company | Consolidate multiple Companies under a single heading on reports including the Company Activity Report. |
| Contact | Filter the view on the Contacts Lookup Table which can also be used as a custom Phone Directory in RMS. |
| Country | Allocate countries to custom group headings separate to the Regions used on the Guests by Region Report. |
| Direct Debit | Bundle processing runs of Guest Direct Debits when using the Direct Debit Utility. |
| Discounts | Bundle multiple Discounts for ease of reporting. |
| Dwelling Type | Pool related Dwelling Types, such as Powered\Unpowered. |
| General Ledger Account Code | Consolidates reported revenue on a wide range of reports, including Operational Revenue reports. Operational Revenue Reports that include a breakdown of Food & Beverage Revenue will look at General Ledger Account Codes with a Grouping of 'Food & Beverage', 'Food and Beverage', 'Food', 'Beverage', 'F&B', 'F and B' or 'FnB'. |
| Tax/GST/VAT | Bundles Taxes on regional-specific taxation reports. |
| Guest Special Event | Bundles Special Events on a Guest Profile. |
| Inventory | Pool related Inventory Items together, which can then be allocated to an Area. |
| Package | View multiple Packages together on the To Do Chart or Requirement List. |
| Property | Property Groupings provide the ability to segment properties into groups for use with reports, the Quick Quote Screen and the Rate Manager Chart. |
| Rate Type | Bundle related Rate Types together, to view on reports such as the Reservation List. |
| Requirement | View multiple Requirements together on the To Do Chart or Requirement List. |
| Sundry | Bundle related Sundry Charges together on reports, including the Sundry Usage Report, as well as filter the displayed list of Sundry Charges on an Account or when using POS Lite. |
| Task | Used with Event Management to bundle related Event Tasks together on the Event Runsheet or Event Report. |
| Tax Exemption | Tax Exemption Grouping can be on Custom Tax Invoices or Export |
| Trust | Trust Accounting properties can use this to report on a Category or Area in a collective Trust. |
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