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Update on Apply to similar action in group calculations

[AVAILABLE FROM OCTOBER 8, 2020]

Currently, it’s not possible to apply updates made on one subgroup to similar subgroups that were prepared for operations.

With this enhancement, changes to group calculations settings are now available for application to similar subgroups regardless of the PFO status of those subgroups.

When package prices change and there are already booked departures you can now change prices on all similar subgroups at once. If you wish to change the calculation item’s expense type from operational to travel segment (and vice versa) you can now apply that change to all similar subgroups.

How does it work?

The following changes can be applied to all similar subgroups regardless of the Prepare for operations status of those subgroups:

• Calculation item bracket prices change when you recalculate the calculation
• Package price changes when you recalculate the calculation
• Package price changes when you manually change them
• Pax breaks changes when you add or delete some pax breaks

When you change the following group calculation settings:

• Enable setting individual margin
• Keep selling price
• Calculate group price on reservation level
• Pricing policy
• Room usage
• Occupancy (min – max)

When you change the following calculation items settings:

• Expense type: Operational to Travel segment and vice versa
• Billing type

Progress bar is added which allows you keep the track of the progress of saving similar subgroups

• Status report is added which allows you to keep track of which subgroups were successfully updated

Saving similar subgroups fail when those subgroups are already prepared for operations and you changes some of the following:

• Calculation items settings:
  • Expense type: Non-operational to Operational or Travel segment (and vice versa)
  • Allocation mode
• Operational or travel segment calculation item is added
• Operational or travel segment calculation item is deleted

Credit limit overview upgrade

[ALREADY AVAILABLE ON PRODUCTION]

No more need to open each Partner to see their credit account balance – how much they have defined and available. With a credit limit upgrade, you can see the balance by going to the Partner grid and filtering the Partners name. Additionally, you can see the Available credit info directly in the reservation.

Two Credit limit categories are:

“Defined credit”

• In the “Defined credit” column a sum of defined credits for the current date is displayed.

“Available credit”

• In the “Available credit” column a sum of currently available credits should be displayed (same amount as “Available credits (Today)” on the credit limit tab. 
• Available credit = Defined credit – the unpaid reserved amount

There are three types of information in the field:

• Partners who don’t have default currency enabled or they didn’t set up their credit limit, in the defined column “Disabled” is typed out for them.
• partners with the unlimited credit limit, have “Unlimited” typed in grid
• partners with the fixed credit limit, have numerical values in the grid

How does it work?

RESERVATION– Hoover over Info icon next to the customer to check Available credit.

Please note that if you add a new item to the reservation in the confirmed state, you need to refresh the reservation to see the updated Available credit (for example – lowered for the new item price or increased if a new transaction was added).

PARTNER’S GRID – Two new columns were added to the Partner’s grid. They are visible in Edit columns table options and can be added to the partner’s grid for partners (customer, travel agents, suppliers).

Unique passengers count in the footer line changes in Operations report

[ALREADY AVAILABLE ON PRODUCTION]

We’re also introducing an improvement n the Operations report in the PAX column. The TOTAL category in the PAX column no longer shows the sum of all passengers; it now displays the number of unique passengers, allowing you to have a clear overview of the passengers using that service.

How does it work?

REAL PASSENGERS – Each passenger is counted only once across all items both in grouped items footer row and the “Overall” row on the operations report

No Names– No Names passengers are unique in each item (they are not recycled)

Dynamic contract selection on packages

[ALREADY AVAILABLE ON PRODUCTION]

With this new feature, planning departures in the future became easier. You can add package components to group calculation with contract type, input new contracts with the same type, and we dynamically determine which contract to use for which departure. Additionally, you can change contracts you wish to use for each departure through group calculation.

How does it work?

Adding calculation items with contract selected by type

You can add items to group calculation with a type of contract. You can add new contracts for that item at some later time and not worry about the availability of the subgroup.

• When selecting units from search results, you can select contract types from the drop-down menu
• Contracts drop-down menu displays valid contracts (current and future) and contracts types from all valid (current and future) contracts
• You can select both contracts and contract types
• All selected contracts and types are saved to the created calculation item

View and edit contracts on calculation items

You can view and edit contacts on existing calculation items without switching them to ad-hoc mode until the subgroup is prepared for operations.

• Contracts drop-down menu is visible on the calculation item’s settings form
• System automatically determines which exact contract fits the selected contract type selected in step 1
• That contract is used for price calculation on selected subgroup
• Only valid contracts (current and future) and contract types are displayed
• At this point, user can add or remove contracts and contract types added to the calculation item
• When action is confirmed system saves the new selection of contracts and contract types to calculation item

Dynamic selection of the right contract at the right time

You no longer have to worry about contracts on calculation items. When an item is added to group calculation with contract type, you have to ensure that a contract with that type is loaded into the system, Lemax will use it when needed

• When a subgroup is copied to another date, prepared for operations, recalculated or booked system dynamically determines which contract to use from the contracts/contract types saved to each calculation item
• When a calculation item is added to group calculation by “Copy from” action system dynamically determines which contract to use from the contracts/contract types saved to the original calculation item

Partner of Nationality contract fix

Bug fix changed the way dynamic contracting was working with Nationality or Partner specific contracts

Any situation when a partner or nationality contract is added together with any other contract on calculation item is considered invalid. Here are the rules:

1. When contract type is selected (FIT for example), partner or nationality contracts are not considered for dynamic contract selection
2. In order to use partner or nationality contract for calculation item user should select only one contract
3. When multiple contacts are selected and at least one of them is a partner or nationality contract system does not allow that selection and displays a warning message (Message 1)
4. When contract type and exact contracts are selected simultaneously, and at least one of the selected contracts is a partner or nationality contract system does not allow that selection and displays a warning message (Message 1)
5. When a general contractor is added to group calculation together with some other contract or contract type and later a partner or nationality is added to that contract. The system displays a warning message (Message 1)

Message 1 is displayed on the following actions: -unit is added to group calculation (search form) -contracts are changed on calculation item setting’s form -group calculation is recalculated

Message 1: [ENG] – Partner or nationality market-specific contracts must not be combined with other contracts, and only one such contract can be selected per unit. Some units have a combination of partner/nationality specific contract with general contract and can not be saved. Deselect all other contracts on those units and try again. Unit list: <Unit name>, <Contract description>

Manual VAT % change restriction

[AVAILABLE FROM OCTOBER 8, 2020]

With this update, VAT % can be manually changed on calculation items only in ad-hoc mode. We’ve restricted this to avoid VAT % reverting to old value when recalculating.

This makes keeping track of manually changed VAT % on calculation items easier. Accidental changes due to recalculation are eliminated, and the system displays a warning when VAT % is changed with recalculation for whatever reason.

Why would VAT % change with recalculation?	-It was changed manually before the restriction was developed and recalculation reverted it to the default value -Something changed on the unit, destination, or service which resulted in different VAT value
How can I change the VAT % on calculation item without switching it to ad-hoc mode?	-You can adjust the value of VAT on the service added to that unit -You can replace that unit with a different unit that has the correct VAT %

How does it work?

VAT on calculation item can not be edited in regular mode

• By default, VAT is determined based on service, destination, and price list
• It can not be changed
• If you need another VAT % for this particular item you can:
  • Switch to the ad-hoc mode and manually change the value
  • Replace this unit with another unit with the appropriate service type

VAT on calculation item can be edited when the item is switched to ad-hoc mode

• When you switch the calculation item to the ad-hoc mode you can manually input any value you need
• When an item is switched to ad-hoc mode recalculation will not change the VAT you have inputted manually
• However, ad-hoc items behave differently on operations as well

When VAT on calculation item changes after recalculation for whatever reason system displays a warning message

• This warning will be displayed when recalculation is done
• It will not prevent you from saving the changes, it simply notifies you that something has changed so you can check those calculation items

API Extension to Credit Account

[ALREADY AVAILABLE ON PRODUCTION]

We’ve exposed the Credit Accounts functionality via Lemax standard API. This allows you to connect with Lemax over API to track Credit Account of partners in the central software while leveraging the data about partner activity that comes from Lemax.

How does it work?

We extended the following 2 methods:

1. GetAvailableCredits with Partner ID
2. ChangePartnerCreditAccount – this method will be invoked to increase, decrease or set defined amount for credit account (SetExactAmount)

Fetch information about how much has Credit Account increased or decreased within Lemax

• new reservation in Confirmed state that is not paid → is decreasing the credit account in the amount of the reservation. E.g., the reservation amount is 200 EUR, our API is showing:

            <tem:Operation>Decrease</tem:Operation>
            <tem:PartnerID>6662</tem:PartnerID>
            <tem:CurrencyID>840</tem:CurrencyID>
            <tem:Amount>200</tem:Amount>

• reservation in Confirmed state that is fully paid → is increasing the credit account in the transaction amount. E.g., transaction amount is 100 EUR, API is showing:

            <tem:Operation>Increase</tem:Operation>
            <tem:PartnerID>6662</tem:PartnerID>
            <tem:CurrencyID>840</tem:CurrencyID>
            <tem:Amount>100</tem:Amount>

Fetch the new Credit account amount if the SetExactAmount option is selected:

• first, we will get the current partner credit account and increase it, or decrease it, by the delta between the desired amount and the current state of the account

            <tem:Operation>Increase</tem:Operation>
            <tem:PartnerID>6662</tem:PartnerID>
            <tem:CurrencyID>840</tem:CurrencyID>
            <tem:Amount>500</tem:Amount>