The Total Rate/Tariff Breakdown is a per-night view of every component that makes up a reservation's rate, and the screen used to override selected rate elements.

Information

The Total Rate Breakdown enables a comprehensive overview of Rate components as well as the ability to override some of the Rate elements on a Reservation.

The Total Rate Breakdown can be accessed by selecting the underlined 'Total Rate' on the Account column of the Reservation Screen.

Before you begin, you need the Rate Override permission on your Security Profile, and the reservation must be in a status that allows editing. See Reservation Base Rate Override for the full prerequisites.

Tip! When overriding a rate on a reservation using the Total Rate/Tariff Breakdown, override the Base Rate per stay date. Overriding at the Base Rate column rather than the Total Rate preserves the inclusive package calculation, so future updates to the package setup continue to recalculate correctly on this reservation. On a Tax Exclusive property there is an exception, because the Base Rate column does not include tax. See Exclusive Tax on the Total Rate/Tariff Breakdown below.

Tip! When a Rate is manually overridden on a reservation, the amount becomes fixed. If any reservation details change, and the rate needs updating, it must be done manually.

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.

Options

The Total Rate Breakdown includes:

• Reservation Stay Date
• Category
• Rate Table
• Currency
• Rate Period
• Market Segment
• Rate Type
• Rate Element: element of the rate for a particular service
• Discount
• Base Rate
• Daily BAR
• + Dynamic
• + Adjustments
• + Additionals: the charge for additional occupants and items set on the Rate Table, covering Adults, Children, Infants, Pets and Vehicles
• - Additionals Adjustment: the discount applied to the Additionals, shown separately from the discount on the Base Rate
• + Package
• - X Nights Dis
• Discount Amount
• + Tax: the exclusive tax added on top of the Base Rate
• Total Rate Amount
• Running Total: the cumulative total across the stay dates listed, including tax

The Market Segment, Rate Type, Rate Element, Discount and Base Rate can all be overridden per Reservation Stay Date whilst viewing the Total Rate Breakdown. Any Financial Overrides will show in Red

Exclusive Tax on the Total Rate/Tariff Breakdown

At a Tax Exclusive property, tax is calculated on top of the Base Rate instead of being contained within it. Tax set up this way is also referred to as Exclusive Tax or External Tax. The Total Rate Breakdown shows this in the + Tax column, which appears when the property is set to Tax Exclusive. The Running Total includes the tax amount.

Where you enter the override decides whether the amount includes tax.

Example: a Tax Exclusive property with 10% tax, entering 600.00 for one night.

Important! On a Tax Exclusive property, tax is not included in an amount you enter in the Base Rate column. RMS adds the tax on top, so the guest's Total Rate comes out higher than the amount you typed. To set the total the guest pays, enter the amount in the Total Rate column instead.

Please Note! If you override the Total Rate on a reservation that has a Per Person package set to Make Package Inclusive, the stored value is the post-inclusive amount. Subsequent package-amount changes will then be added to the Total Rate instead of recalculating against the Base Rate, leaving the reservation out of sync with the package setup. Where the rate carries an inclusive Package, override the Base Rate.

Tip! Where a Rate Type has 'Include all Tax in Rate calculation' selected, an amount entered against the Base Rate is also treated as the Total Rate. See Rate type tax for tax-exclusive properties for a worked example, and Reservation Base Rate Override for the override prerequisites.

View and Override Total Rate

1. From the Reservation Page, select 'Total Rate' in the Account column.

   

    

2. Enter the new Base Rate Amount per Reservation Date. 
   On a Tax Exclusive property, enter the amount in the Total Rate column instead if it should include tax.

3. Select Exit.