Appendix 1 - Scroll Column Headings
Change Default Column Headings
- Click anywhere in the white space of a list's column headings.
For example, retrieve a booking and, on the Dashboard, click the white space between column headings Supplier and Product Description in the list of services returned:
- On the Set Column Defaults screen, check a column heading label to make it visible (and uncheck to hide it). You can also use the Highlighted? check boxes to make a column bold, and specify the width of columns.
For example, check Cost under Visible? and also under Highlighted? to display that column with bold font in the list:
-
Click
Save to keep the changes.
- The list is immediately updated to reflect the new defaults chosen.
The updated services list now shows an additional Cost column and displays it with bold font (no other defaults changed):
FIT Booking Dashboard Columns
* indicates a column in the default view. To change default column headings, see Change Default Column Headings.
Bookings and Quotes > FITs > Dashboard
| Column Heading | Description |
|---|---|
| * Date | The service date. |
| * Location | Service location code. |
| * Supplier | The service supplier name. |
| Local Supplier | The service supplier local name (if field is used) |
| * Product Description | Service (i.e. product) full description. |
| Date | Date of service. |
| * Out/SCU | Service "check out" date for service or number of second charge units. |
| * Status | Service status. |
| Cost | The service line cost applied to the booking. |
| Markup % | Markup as a percentage. |
| Markup | Markup currency value. |
| Retail | Retail value - cost plus markups. |
| Comm % | Commission as a percentage. |
| Commission Amount | Commission currency value. |
| * Agent | Agent price – cost plus mark-ups less commission. |
| Margin $ | Margin value of the service as a currency value. |
| Margin % | Margin value of the service as a percentage. |
FIT Booking Itinerary Columns
* indicates a column in the default view. To change default column headings, see Change Default Column Headings.
Bookings and Quotes > FITs > Itinerary
| Column Heading | Description |
|---|---|
| * Day/Seq | Day and sequence of service. |
| * Location | Service location code. |
| Location Name | Service location description. |
| Supplier | The service supplier code. |
| * Supplier Name | The service supplier full name. |
|
Local Supplier Name |
An alternative name for service suppliers local name. |
| Service | The service code. |
| Product Code | The service (i.e. product) code. |
| * Product Description | Service (i.e. product) full description. |
| Product Comment | Comments added to the service. |
| * Date | The date of the service. |
| Day | The day of the service. |
| * Out/SCU | Service out date (accommodation) or number of second charge units (non accommodation). |
| * Status | Service status. |
| PC | Price Code. |
| Remarks | The remarks field from the Pickup/Drop Off screen. |
| Supplier Conf. | Supplier Confirmation field in the booking service line. |
| * Voucher No. | Voucher number. |
| Voucher Status | Voucher status. |
| Notes | A flag (i.e. check-box) to indicate if notes have been added to the service. |
| Cost | The service cost price. |
| Sell | The service sell price. |
| Markup % | Markup as a percentage. |
| Markup | Markup currency value. |
| Retail | Retail value - cost plus markups. |
| Comm % | Commission as a percentage. |
| Commission Amount | Commission currency value. |
| * Agent | Agent price – cost plus mark-ups less commission. |
| Margin $ | Margin value of the service as a currency value. |
| Margin % | Margin value of the service as a percentage. |
| Override | A flag (i.e. check-box) to indicate if the costs have been over-ridden. |
| Rate Name | Product database Date Range/Details Screen rate name. |
| Rate Name 2 | Product database Date Range/Details Screen rate name 2. A second field to display an additional/alternative rate name. |
| Rate Text | Product database Date Range/Details Screen rate text. |
| Rate Text 2 | Product database Date Range/Details Screen rate text 2. A second field to display an additional/alternative rate text. |
| Rate Status |
The status description of the rate from the product database. The standard definitions are:
|
| Assigned | A flag (i.e. check-box) to indicate if Driver/Vehicle/Guide assignments have been made for the service. |
| Disc/Mup Seq | Sequence number of the Discount/Markup matrix record applied to the service. |
| Disc/Mup Code | Code of the Discount/Markup matrix record applied to the service. |
| Comm Seq | Sequence number of the Commission matrix record applied to the service. |
| Comm Code | Code of the Commission matrix record applied to the service. |
| ESI Name | External service adapter name. |
| ESI Description | External service adapter description. |
| PCM Link | A flag (i.e. check-box) to indicate if the services of a copied in PCM are still linked to the PCM. |
| Linked PCM Name | The names of any PCMs inserted into the booking that are retaining the link to the PCM pricing. |
|
Linked PCM Name Alias |
An alternative PCM name field of any PCMs inserted into the booking that are retaining the link to the PCM pricing. |
| Package PCM Name | The name of any Package PCMs inserted into the booking. |
|
Package PCM Name Alias |
An alternative PCM name of any Package PCMs inserted into the booking. |
| Last Worked Date | Date the service line was last worked on. |
| Last Worked By | Last worked by user name. |
Service Line Insert (Service Scroll Headings)
* indicates a column in the default view. To change default column headings, see Change Default Column Headings.
Bookings and Quotes > FITs > Itinerary Insert Service - Results Tab
| Column Heading | Description |
|---|---|
| Source | Where the rate is sourced from - Internal rate (or External rate if Supplier connectivity is operational). |
| Location | Service location code. |
| Location Name | Service location name. |
| Local Supplier Name | Local supplier full name. |
| Locality | The locality of the service. |
| *Service | The service code. |
| *Service Name | Service (i.e. product) full description. |
| Supplier | The service supplier code. |
| *Supplier Name | The service supplier full name. |
| Code | Supplier code. Descriptive hyperlinks will open tabs for you to browse descriptive information. |
| *Description | Drill down link to view more information (Supplier amenities/ Service amenities, Rate information including age policies and room capacity, Allocation information, and Supplier or Product Notes). Descriptive hyperlinks will open tabs for you to browse descriptive information. |
| *Comment | Comment field of the service (if used). |
| Class | The class of the service. |
| Rate Name | The rate name of service rate period. (2 field columns) |
| Rate Text | The rate text of service rate period. (2 field columns) |
| Availability | Availability of the service, on request or OK (confirmed availability). |
| Price Code | The price code of the service. |
|
Price Code Description |
The description of the price code for this service. |
| Cost | The service cost price. |
| *Retail | Retail value - cost plus markups. (includes booking, itinerary or pax range markup, or product discount/markup form the DCM. |
| *Agent | Agent price – cost plus mark-ups less commission. |
| Min SCU | Minimum second charge units (e.g. minimum nights stay). |
Tour Window Columns
* indicates a column in the default view. To change default column headings, see Change Default Column Headings.
Bookings and Quotes > FITs > Operations and Accounts > Tour Window (AR Transactions tab)
| Column Heading | Description |
|---|---|
| * Agent | The code of the agent the transaction has been issued against. |
| * Date | The transaction date. |
| * Reference | The transaction reference. |
| * Apply | The transaction apply reference. In the case of credit notes and receipts, this is the invoice reference that the credit note or receipt applies to. |
| * Type | The transaction type (Invoice; Credit Note; Receipt). |
| * Currency | Transaction currency. |
| * Trans Amount | The transaction amount in transaction currency. |
| * Rate | The exchange rate used in the transaction. |
| * Booking Amount | The transaction amount in booking currency. |
Bookings and Quotes > FITs > Operations and Accounts > Tour Window (AP Transactions tab)
| Column Heading | Description |
|---|---|
| * Supplier | The supplier the transaction has been issued against. |
| * Date | The transaction date. |
| * Reference | The transaction reference. |
| * Apply | The transaction apply reference. In the case of credit notes and receipts, this is the invoice reference that the credit note or receipt applies to. |
| * Type | The transaction type (Invoice; Credit Note; Cheque). |
| * Currency | Transaction currency. |
| * Trans Amount | The transaction amount in transaction currency. |
| * Voucher No. | The voucher number of the service. |
| Due Date | The transaction due date. |
| * Rate | The exchange rate used in the transaction. |
| * Booking Amount | The transaction amount in booking currency. |
Bookings and Quotes > FITs > Operations and Accounts > Tour Window (Vouchers tab)
| Column Heading | Description |
|---|---|
| * Voucher | The voucher number. |
| * Date | The service date. |
| * Supplier | The service supplier. |
| * Currency | The service line currency. |
| * Rate | The service line exchange rate between Service Line currency and Booking currency. |
| * Expected Cost | The normal service line cost without a voucher. |
| * Vouchered Cost | The service line amount actually vouchered. |
| * Actual Cost | The service line cost applied to the booking. |
| Invoiced | Amount invoiced. |
| Credited | Voucher amount credited. |
| Paid | Amount paid. |
| * Outstanding | Any unpaid amount of an unclosed voucher. |
| * Voucher Status | The voucher status. |
| * Under/Over | The difference between the Vouchered value and the Invoice value. |
| Voucher Closed | The date the Voucher was closed. |
Mark Up / Commission Columns
| Column Heading | Description |
|---|---|
| * Date | The date of the service. |
| Day/Seq | Day and sequence of service. |
| * Location | Service location code. |
| * Product Description | Service (i.e. product) full description. |
| * Cost | The sum of the 'Cost' values for each of the services in the Booking from the product database. |
| * (Cost) Markup |
|
| * (Cost) Markup% | An on-screen percentage calculation (i.e. not stored in the system) of the difference between Cost and Retail. |
| * Retail | The sum of the cost price plus all types of markup (database markup and Booking markup). |
| * (Retail) Comm | The value of any agent commission (commission being paid to the debtor/agent attached to the Booking), which is deducted from the retail price. |
| * (Retail) Comm % | An on-screen calculation (i.e. not stored in the system) of the Commission value expressed as a percentage of the Retail total. |
| * Agent | The sum of Retail less Commission = the price the agent/debtor will pay. |
| Margin | The value added to the cost after Agent Commission has been applied. |
| Margin % | An on-screen calculation of the Margin value expressed as a percentage. |
| Supplier Name | The service supplier full name. |
| Service | The service code. |
| (Product) Code | The service (i.e. product) code. |
| * Product Description | Service (i.e. product) full description. |
Communications Columns
* indicates a column in the default view. To change default column headings, see Change Default Column Headings.
Bookings and Quotes > FITs > Operations and Accounts > Documentation
| Column Heading | Description |
|---|---|
| * Date | Date and time message generated. |
| * Message | Message or document text. |
| * Status | Current status of the message or document. |
| * Sent To | Recipient of the message or document. |
| * Sent By | User name that generated the message. |
Bookings and Quotes > FITs > Operations and Accounts > Queue Entries
| Column Heading | Description |
|---|---|
| * Queue To | User or Group queue the message was assigned to. |
| * Entered | Date message entered. |
| * Due | Message due date. |
| * Status | Message status. |
| * Message |
Message text. |
| Booking | Booking Name. |
| Ref | Booking Reference. |
| Travel Date | Travel Date of Booking. |
| Booking Consultant | Booking Consultant Initials. |
| Booking Consultant Name | Booking Consultant Name. |
| Voucher | Voucher Number. |
| Service Date | Service Line Service Date. |
| PCM Name | PCM Name. |
| PCM Consultant | PCM Consultant Initial. |
| PCM Consultant Name | PCM Consultant Name. |
| PCM Service Line | PCM Service Line. |
| Agent Code | Booking Agent Code. |
| Agent | Booking Agent Name. |
| Supplier Code | Supplier Code. |
| Supplier | Supplier Name. |
| Def. Code | Queue Definition Code. |
| Def. Name | Queue Definition Name. |
| Scope | Queue Scope. (Agent, Booking, Booking Service Line, General, PCM, PCM Service Line, Supplier or User). |