Creating an organization profile

Select Profiles > Organization Profiles.

Click New Record.

In the Organization Informationsection of the screen, specify the information that you require. See additional details about these fields:

External ID

This field is display only and contains an external guest profile reference number if the guest profile originated in another system.

Organization ID

The unique ID of the organization that is generated when the profile is saved.

Note: You can click Organization Search to search the external organization.

Parent Organization

Specify the parent organization of the company/organization, if applicable. Negotiated rates may be added to Parent organizations and these then apply to any child organization linked to that Parent.

Note: If this value is specified, the application displays a confirmation message to copy the associated information of the Parent profile to the Child profile when the record is saved.

Abbreviation

Specify the abbreviation of the company/organization name.

Organization Type

Specify the organization type. Options are based on codes created as organization type codes on the Maintain Global Codes page.

Industry

Specify the organization's industry. Options are based on codes created as industry codes on the Maintain Global Codes page.

Fiscal Name

Specify the Fiscal Name.

Fiscal Address

Specify the Fiscal Address assigned to a company by the tax authorities in Spain.

Note: This address can differ from the postal address of the company.

Fiscal Postal Code

Select the Fiscal Postal Code, that must be included in the Fiscal Address.

Note: The values in the subsequent Fiscal fields are populated.

Fiscal City

Specify the Fiscal City, that must be included in the Fiscal Address.

Fiscal State/Province

Select the Fiscal State/Province, that must be included in the Fiscal Address.

Note: The Country related to the selected State/Province is defaulted in the Fiscal Country field.

Fiscal Country

Select the Fiscal Country, that must be included in the Fiscal Address.

Salesperson

Select the salesperson.

Residence Type Code

Select the type of the residence to which the organization belongs. Possible values are:

Foreigner
Resident in European Union
Spanish Resident

In the Market Details section of the screen, specify the information that you require. These fields also exist on group bookings and organization profiles and are updated to associated reservations. The copy order is controlled by the MARKETFILEDSCOPYORDER property parameter. The default sequence is Group > Booking Agency > Organization.

Source of Business: The Source of Business and Market Segment are updated if there is no lease associated. You can change the market segment on the guest stay record. If the rate plan changes, the application does not modify the market segment automatically. If you update the booking agency on an existing reservation the application does not modify the market segment.
Market Segment: The global code definition of Track, allows the Track to be categorized based on Market Segment. More than one Track code can be grouped under a single Market Segment category.
Track: Select the track code that must be associated to the organization profile.
Note: You can create and modify the track codes using the Create Track Code.

In the Other Information section of the screen, specify the information that you require. See additional details about these fields:

City Registration Number: The licence number allotted by the city. This license allows the establishment and operation of the property in that city.
State Registration Number: The licence number allotted by the State Department of Finance. This license allows the establishment and operation of the property in that state.
Tax ID: Specify the tax ID.
Note: You must specify this value if the Legal Entity check box is selected.
Additional Tax ID: Specify the additional tax ID.
Tax Status: Specify the tax status of the organization.If a group or profile (guest, organization, or booking agency) is added to the guest stay, the system will update the tax status with the group's or profile's tax status. If a group or multiple profiles are being added, the tax status of the group or first profile added will be used. If a tax status is copied from a profile that is not valid for the property, a message will display indicating the tax status should be updated with a valid tax status for the property or removed. Once the tax status is set on a guest stay, the system will not update it.
Sell Negotiated Rates Only: Select to indicate that reservations for this organization only be booked with their negotiated rates.
Legal Entity: Select this check box to indicate if the organization is a legal entity.
Note: The related fields such as, Country, Address and Phone must have a value.
Agent Type: The type of the agent associated with the organization.
Note: You must select this value if the Legal Entity check box is selected.
Bank Name: The bank name of the organization.
Bank Number: The bank number of the organization.
Registration Number: The registration number of organization.
e-Invoicing Partner: If this check box is selected, the electronic invoicing platform is applicable.
e-Invoicing Partner ID: A unique identification code to identify the e-Invoicing Partner.

In the Contact Details section of the screen, specify the information that you require. The contact information specified in this section is displayed on the Contact Details tab as Preferred.

In the Social Media Details section of the screen, specify the information that you require. Refer to About social media fields

Click Save Record or click another profile tab. The organization profile record is saved.