Information on building and viewing the Requirement List report in RMS.

Overview

The Requirement List is a printable report of all Requirements for a date range.

A Requirement is an extra item or service for the Guest that includes the option to charge a fee using a Sundry Charge.

A Sundry Charge is an incidental charge for any item that is not a Rate or Receipt including Add Ons, Credit Notes, Commissions, Deferred Revenue, Expenses, Transfers, Job Maintenance, Meals, POS Lite, Refundable Charges or Bonds, Rental Fees, Requirements and Surcharges.

Requirements can be viewed or managed on the 'Requirement/Trace' section or tab of the Reservation and on the To Do Chart.

The Requirement List can also be viewed or printed from the To Do Chart.

The Requirement List includes the option to display Requirements grouped by Date, Requirement, Requirement Description or no grouping.

The option to include Packages is available when using the Group By option of 'Requirement' or 'Requirement Description'.

Information displayed on the Requirement List can be toggled to replace the Requirement Name with the Requirement Description or replace the Area and Amount with the Company and Booking Source.

Report Columns

The following information is included on the Requirements List.

Guide

Go to Reports > Daily > Requirement List.

1. Select a Date Range.
   (Optional) Select a Requirement Grouping.
2. Select the Requirements.
3. Select a Group By.
   (Optional) Select a Sort By.
   (Optional) Select a Show option.
   (Optional) Select More Options for additional report settings.
4. Select Build.
   

More Information

The option to include Packages is available when using the Group By option of 'Requirement' or 'Requirement Description'.

Enterprise customers can select the option to Group By Property to have the Requirement List display all Requirements by Property using the selected Group By option.

The Requirement Grouping and Requirement filter will limit the displayed Requirements to only show Requirements that match the selected options.

Selecting a Requirement Grouping will preselect all Requirements in the selected Requirement Grouping.

When the filter is set to 'None Selected' the Requirement List will display all Requirements with or without a Requirement Grouping.

When the Requirement Grouping filter is set to 'Select All' the Requirement List will only show Requirements with a Grouping selected on the Requirement setup.