The analysis codes described in this topic will most likely have been setup during system implementation. Rather than focusing on inserting new entries, the procedures cover where they are setup and how to match the field values with field labels in other screens.
Check with the System Administrator before adding new codes or making changes to existing codes.
The Analysis Details Screen is accessed by clicking the Analysis tab and enables Agent Analysis Codes, Booking Analysis Codes and PCM Analysis Codes to be attached to the agent.
Enter Analysis Details
- If the Debtor to which details are to be added does not exist, create the agent first (see Creating New Debtors).
- If the Debtor does exist, search for and retrieve it, so that agent details are displayed on the screen (see Retrieve an Existing Debtor).
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Click the
Analysis tab.
- Click the drop-downs and select the details for each field as required.
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To keep the changes, clickSave.
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ClickDiscard to discard all changes.
NOTE: In a new system, there may be no drop-down selections available in the fields showing Unassigned, because these entries may not yet have been created. Creation of them is outside the scope of this document. See the for more information.
About Analysis Fields
Agent Analysis Details Section
There are 6 Agent Analysis fields available, with setting names AGENTANALYSIS1 through AGENTANALYSIS6. The labels (i.e. values) for these 6 fields can be user-defined. The agent analysis fields can be used to select agents for inclusion in Debtors, Booking & Management reports.
The agent analysis fields in the example above have been defined as follows:
| Original Label | New Label | Analysis Field Description |
|---|---|---|
| Analysis 1 | Agent Type | The agency type (direct, wholesale etc.) |
| Analysis 2 | Region | Country or region the agent is domiciled in |
| Analysis 3 | Payment Terms | The agency credit or pre-payment terms |
| Analysis 4 | Consortium | The agency consortium/group |
| Analysis 5 | Rate Group | Tariff rate group applying to the agent |
| Analysis 6 | Sales Rep | Sales representative who visits this agent |
NOTE: These are examples only. Some other examples could be:
- Geographic Area (e.g., Europe, Asia)
- Language Area (e.g., Spanish–Americas; Spanish–Portugal; Spanish–General etc).
- Ethnicity (e.g., European, Indian etc).
- Agent Type (e.g., Local Agent; Overseas Agent).
- Repeat Business Indicator (e.g., Yes/No).
Booking Analysis Section
The drop-downs in this section of the screen allow defaults to be set against the agent. When the agent is selected in a booking the defined analysis field will pre-populate. The defaults can be changed within the Booking.
Default Booking Analysis Details - Branch & Department
These two drop-down fields are the first two components of the Booking Reference. Refer to the , Financials, Branch and/or Department for more information on setting-up Branch and Department codes.
Default Booking Analysis Section - Default Booking Analysis Fields 1 - 6
These drop-down fields are the 6 analysis fields that are attached to each booking. Their label names are able to be set in the INI settings. If the labels are not set, they are labelled ANALYSIS1 through ANALYSIS6.
PCM Analysis Section
Default PCM Analysis Fields 1 - 6
The drop-downs in this section of the screen allow defaults to be set against the agent. When the agent is selected in a PCM the defined analysis field will pre-populate . The defaults can be changed within the PCM
These are the 6 analysis fields that are attached to each PCM. Their label names are able to be set in the INI settings. If the labels are not set, they are labelled PCM_ANALYSIS1 through PCM_ANALYSIS6.
Miscellaneous Details Section
Master Debtor / Chain Master
Tourplan allows agents to have subsidiary agents. This feature means that (e.g.) Debtors Statements or Agent Messages can be sent to the head office/master agent, detailing transactions or services for subsidiary agents. In order for this feature to work, the system has to know which agent is the Master debtor and which are the subsidiaries. If the agent being entered is a Master debtor, then click the check box Master Debtor.
If the agent entered is a Subsidiary of an agent which has already been entered and defined as a Master debtor, click the drop-down Chain Master and select the chain master from the list. If the agent being defined is not a master or a subsidiary agent, leave both fields blank.
Language
The language code determines which set of document and message templates will be displayed when sending messages to this agent. These language codes must first have been set up in Code Setup. If foreign language documents or messages are not to be produced then leave this field as 'Unassigned'.
Currency Sub-Code
The Currency Sub Code is used by the system to determine which currency exchange rate between a pair of currencies is to be used when generating a booking invoice in the situation where the booking currency is different to the invoice currency. The agent can have multiple currencies attached, and the system allows the booking to be in any currency that is attached to the agent, and allows the invoice to be raised in any currency that is attached to the agent.
NOTE: If foreign currencies are not being used, this field can be left blank.
Flag Debtor as Deleted
When Flag Debtor as Deleted is checked the agent will be "hidden" when bookings are made, so that a consultant cannot attach the agent to a booking. The agent is only available for maintenance via the Debtors application.
IATA Code
This agent’s IATA/ARC code (optional).
Created by / Last Modified by
These fields display the date of the agent creation, and the name of the user who created the agent and the date, and name of the user who last updated the agent. These fields are non-editable.