Product Analysis Fields 1

Six user labelled and defined analysis codes are able to be created and applied to services in the Product database. They can then be used to provide analysis of services. Default analysis detail can be set up against Service Codes so that the Analysis Codes will automatically be applied when a new product with that Service Code is created.

If user companies choose to use analysis codes for services, consultants (at the time of quotation or booking) will have the ability to use the advance filter to search services by analysis code(s).

The example given below is for only one of the Product Analysis Codes. The method to set up the remaining 5 is exactly the same. If not all analysis codes are going to be used, the blank 'Unassigned' code in the unused analysis codes must not be deleted.

In a new Tourplan NX system (or when Product Analysis Codes are not being used), these six menu nodes display as Analysis 1; Analysis 2; Analysis 3; Analysis 4; Analysis 5; Analysis 6.

When they are being used, these nodes assume the labels given to the Analysis Codes in INI Settings.

In the examples shown below, Service Category has been set as the label for Analysis 1 and Pass Type has been set as the label for Analysis 2.

The terminology Analysis Fields 1-6 are used in Code Setup purely as a label for these 6 Analysis Fields There are six INI settings that can label/re-lable these Analysis Field headings and will allow these fields to have user defined labels.

The INI Settings are found in Code Setup > INI Settings > System > DATABASE_ANALYSISn (1-6)

With a large number of analysis codes being available through the Tourplan system, advice should be sought from the local Tourplan office on possible coding that will meet individual companies' reporting requirements.

Create Analysis Codes

Select menu Home > System > Code Setup.
1. Click the Home menu to expand it:
2. Click the System menu option to expand it:
3. Click Code Setup to go to the Code Setup menu:
Select menu Code Setup > Product > Analysis 1 to 6.
1. Click the Code Setup menu to expand it:
2. Click the Product menu option to expand it:
3. Click Analysis Field to open the Analysis Field screen. For this example, Analysis 1, which has been labelled 'Service Category', is being used:
On the Service Category (Analysis 1) screen, if the code required is not already in the list, click Insert.

NOTE: This is an example list. It is not a requirement to insert Service Category as Analysis 1 with the codes below noted.
On the Service Category (Analysis 1) screen, enter a Code for the analysis code and a Description.
Review the completed screen.
Click Save to keep the changes.
Click Exit to discard any changes.

NOTE: After clicking Save, the screen clears, ready for another Analysis Code- continue adding Analysis Codes or click Exit to close the screen.

Code

A unique for the Analysis code. This must be a minimum 2 characters.

Description

The Analysis code description.

Once created, Analysis codes need to be attached to Products.

Create or search for existing product - instructions on how to search for existing product is covered in more detail within the Product User Manual.

When the product is open, select Product Details from the product setup menu, open the Price RulesTab and select the required Analysis Code from the dropdown.

This example from the Product application shows the Analysis Code labelled "Service Category" is HO - Hotel Accommodation, since the property is a hotel.