Generating Transfer Templates

Use the Auto Transfer Template screen to create auto transfer templates.

To create a template:

  1. Select Administration > Property > Setup > Auto Transfer Templates.
  2. Specify this information on the Record View Tab:
    Auto Transfer Template
    The name of the template.
    Description
    The description of the template.
    Central Auto Transfer Template
    The auto transfer template code that is stored as a billing profile on a reservation template in HMS central. This centralized auto transfer template code created using the Global codes screen, is linked to the auto transfer template.
    Status
    The status of the template. By default, this field is set to Active.

    See Creating auto transfers for more information on Auto Transfer tab of this screen.

  3. Click Add Comment on the Comments tab to format the comments related to the template on the Add/Edit Comments screen.
  4. Click Create/Upload Document on the Documents tab, to include the Document Method details on the Create/Upload Document screen.
  5. Click Submit.
  6. Select the Translations tab to translate the template description.
  7. Click Save.