Creating group auto transfers

Select Group Sales > Group Booking.

On the List View tab, select a group booking.

Select Actions > Apply Auto Transfer Template. The Apply Auto Transfer Template screen is displayed. Specify this information:

Click Submit, to create the auto transfer rule.

Click Close.

Note: If the Template used has a Start and End Date specified, the Auto Transfer Rule is effective only for this date range.

Click the Auto Transfer tab.

In the Auto Transfer Details section, specify the information that you require. See additional details about these fields:

To Account: Specify the account to which you want to transfer the transactions.
To Account Folio: Specify the folio of the account to which the transactions will be transferred.
Code Type: Specify the transaction code type to transfer. Options include All Transactions, Transaction Code, Transaction Group, or Transaction Type.
Code: Specify the code to transfer. The code options are dependent on the code type that was specified.
Start Date: Specify the start date.
End Date: Specify the end date.
Include Tax: Select this check box to transfer the tax associated with the transaction.
Template: The code of the auto transfer template. This value is defaulted from the Apply Auto Transfer Template screen.
Include Resort Fee: Select this check box to transfer the tax associated with the transaction.

In the Split Details section, specify.

Split Amount

The amount (from the total amount due) apportioned to this transaction based on the auto transfer rule.

Split Percent

A percentage of the total due amount that is assigned to the transaction, based on the auto transfer rule.

Note: If you specify a value in this field, the Split Amount is disabled

Split Frequency

Set the frequency to determine how the split amount or percentage is assigned to a transaction. The frequency can be set to these options:

Note: When you specify the split percent, the frequency field can only be set to per posting.

Click Save.