NX v2.4

• Rate Maintenance - Copy Rates, when the Copy Rates function is executed, ‘Rate Text 2’ and ‘Rate Name 2’ fields are now successfully copied to the new rate.

• INI Settings - TARRIFFWRITERDISCOUNT INI Setting has been removed.

• Reports - We’ve improved the performance of Product Report generation, specifically when filters are applied without a supplier code. This enhancement results in faster product report generation.

• Screen Loading - We’ve improved application loading times for PCMs, FITs, and the Home Page. For PCMs and FITs this was a performance improvement for the service line details.

• Spanish Field Labels - We've updated the field name Remplazar to Reeplazar for our Spanish UI.

• Groups Rooming List - Updating the room type within Groups Booking Details will now automatically update the default Room Name in the Rooming List. This improvement ensures consistency and saves time when managing rooming lists.

• Note Categories - We've improved the loading speed when recalling note entries.

• Agent Statements - A new 'Agent Name' column has been added to the Agent Statement Generation Results tab. This enhancement allows users to customise their screen columns, making it easier to display the Agent Name when the Agent Code is unfamiliar.

• Supplier Confirmation - We have improved the information displayed in the Itinerary Service Line for the 'Last Worked User' field. When services are confirmed through the supplier conformation portal, NX now records 'SUPPLIER CONFIRMATION' as the Last Worked User for that service update.

• Copy Product Rates - Copy rates feature now enables users to copy rates with a ‘Terminal’ Rate Status to a previous date range.

• UI Language - We’ve enhanced the page loading message display for alternative UI languages. Now, page loading messages will appear in the UI language selected by the user

• Bulk Recalculations - We have improved bulk recalculation processes to work more efficiency. This improvement helps reduce the load on your browser when recalculating PCMs, Bookings and Services.

• Bulk Documentation - The update service status workflow when auto messaging features are used now updates the service status when bulk supplier messages are sent. If the message is in review mode the status’ will remain unchanged until the message is sent.

• Spanish Language UI - All account summary page field labels are now translated into Spanish.

• Package Service Types - Enhancements now prevent changes to the service category of a 'package' product when it is linked to a PCM Package.

• Booking Accounts Summary - Improved functionality when raising credit notes, the credit note will apply the invoice exchange rate even when a booking currency is changed, after an invoice was raised.

• Change History Records - Improved change history reporting now records changes made within 5 seconds for the same user as the same record. If changes are made within 5 seconds for different users they will be recorded as two separate changes.

• Message Substitution Code - Transaction substitution codes now include Transaction Type parameters to output a 'Receipt' description. TRNTYPE:R

• Auto Messaging - An enhanced auto messaging feature allows services with a cancelled service status to send messages.

• iCom Activity Report - Performance enhancement for searching iCom Activity Report logs.

• Message Defaults - Increased data entry options to include physical entry of message default codes.

• Package Invoicing - There is now the ability to output a transaction line for a consolidated package price if the package set up (service handling) setting ‘consolidate invoice’ is checked.

• Edit Messaging Restrictions - Further edit message restrictions have been applied when User Input Fields are enabled. To safeguard messaging records, users are now restricted to one method. Either edit message content from dedicated User Input Fields or download the message, edit, and upload the amended document.

• Rate Maintenance - Feature enhancement to update rounding settings via Rate Maintenance. Standalone adjustment of rate rounding settings can now be updated for FITs & Groups, Cost & Sell via Rate Maintenance.

• Copy Booking - There is now the ability to copy a booking when cancelled service fee is applied and the cancelled service line has been deleted.

• Bank Reconciliation - Improvements to foreign exchange bank reconciliation when rounding to 4 decimal places.

• Standard Excel Reports - Transfer of booking entered date now displays in date format for standard Excel pivot table reports.

• Product Rates - Entry of a ‘Sell’ only product rate is now available when a price code is configured to apply 0 markup.

• Notes - Multi Language - Note preview improvements now displays the note text in the default language when multi language notes are enabled.

• Security Settings - The system security function 'Update Security Settings', now also controls the ability to amend or delete User Profile Settings.

• Book On - Improved error messaging for 'Book On, Roll up' errors. User are now provided with a message which identifies the service line causing the error

• FITs & Groups - (Agent) consultant name fields now allow up to 60 characters to accommodate longer consultant names.

• Messaging - Agent Total (by room type) can now display in documentation for bookings with multiple itineraries. When the substitution code is configured within an itinerary section the system will provide an agent total per room type.

• Rate Maintenance - Enhanced error messaging features now display if an error is experienced in Rate Maintenance.

• Packaged Apartment Services - Apartment services in packages now display an apartment ('Other') room configuration within the booking > Service Details > Pax Tab screen.Apartment services in packages now display an apartment ('Other') room configuration within the Booking > Service Details > Pax Tab screen.

• Resource Assignments - Service statuses can now be updated when substitute services are used in Resource Assignments.

• Product Rate Display - Product rates default view is now sorted by descending rate period and price code.

• Booking, Service Messages - Rate status messaging now displays the following message: Invalid adult and infant count in room, when maximum room count is exceeded with an infant.

• Booking Change History - Enhanced functionality now allows the booking change history results to be filtered by voucher number.

• Screen Layout Improvements - Minor screen layout adjustments for visual consistency include:

  • Product Rates - split all applicable price codes – checkbox alignment

  • Systemwide – modals with tabs are now a consistent height

  NOTE: Screen changes do not affect functionality.

• Error Messages - Improved error message communication provides greater detail to users.

• Messaging - A messaging enhancement for groups documentation allows the use of Agent Total By Room substitution codes in a summary section.

• Product Rates - Product rates now have the ability to store negative commission override rate and values are configured to 2 decimal places.

• More Information Links - An ellipsis has been added to the product more information links, catering for the display of lengthy product names.

• Open Voucher - A new Open Voucher menu item, designed specifically to re-open closed vouchers is now available. The added menu option is available to users with the required security level permitting access to Accounting > Transactions > Open Vouchers.

  NOTE: For more information on this feature please refer to the Accounts User Manual or search 'Open Vouchers' on our myTourplan online User Manual search feature.

• Room Policies Infant - An enhancement to Supplier and Product level room policies now allows infants to be included in the room occupancy values, along with adults and children. This enables product teams to record maximum room occupancy more accurately.

  NOTE: The existing supplier and product policies have been adjusted to accommodate the new Child + Infant field. The assigned value of 999 will ensure the system continues to function as it did before the feature enhancement.

• Quote to Book - The quote to book feature now uses the 'On Service Insert' status when the service is part of a quote to book operation or has partial allocation.

• External Services - A new feature that controls if individual external service connections are enabled or disabled is included in this release. Please Note: If an external service connection is disabled, any booking or cancellation requests will return an error, and search requests will not execute. By default existing external connections are enabled allowing the system to function as it did before this feature enhancement. For more information on this feature please see our FAQ: Disable External Service Connection

• Transaction Description - Transaction description fields can now be entered when creating or editing invoices, receipts, credit notes and cheques providing more detail and context to your transactions. There is also the ability to edit the cash details and receipt type/payment type.

• Profit Transfer - An enhancement to the transaction field length provides currencies with 4 decimal places, and up to 12 digit values for each journal line.

• UI Languages - French, Spanish, and Chinese UI labels have been updated.

• Editable Tax - This one is for clients who have migrated from Tourplan iS to Tourplan NX. There is an INI Setting which has been included to allow non-accommodation service costs and sell tax overrides. If you have used this feature in Tourplan iS it is now available in Tourplan NX. Please speak with your local Tourplan Support team if you are interested in this feature.

• Cancellation Rules on Service Insert - Cancellation rules, applies after dates can now be viewed from the cancel rules tab when inserting a service.

• Log Out Users Message - A feature enhancement now provides the display of a pop up message to log out users if the maximum number of users are logged in.

• Substitute Optional Services in Packages - Tourplan NX now allows optional services to be substituted within a package when the service status is assigned as an optional service status.

• Reports

  • The product analysis report has been enhanced for products where suppliers have replicated locations.

  • Financial reports Debtor and Creditor transaction list reports - you can now filter transactions using the Transaction Reference From and Transaction Reference To fields.

• Service Pick Up & Drop Off Information - Functionality enhancements when entering service pick up and drop off information.

  • You can now easily search from pick up and drop off points from the drop-down selection within FITS, Groups and PCM applications.

  • Copy in packages can now have pick up and drop off information defined at the package header. A feature enhancement is included in the pick up/drop off tab to allow fields to be copied to multiple services. This feature allows transportation providers to update multiple (day 1) services from one location - the package header.

  NOTE: For more information on this feature please How do i auto update pickup and drop off details for package components?

• UI Language - Chinese UI labels have been updated.

• Manual Flights - Cancellation enhancement for manual flight services now allows the cancellation of all linked flights in one cancellation action.

• Date Record Enhancements

  • The copy booking function now records the original date entered time within the copied booking.

  • Supplier and Product Note created date remains recorded after a note has been edited.

• Cancellation Fees - Cancellation fees are now included when an existing booking with cancellation fees is inserted into a Group booking.

• Page Loading Spinner - Page loading spinner enhancements have been applied when awaiting the display of:

  • Supplier note information

  • Rate maintenance

• Supplier Invoice Import - Imported supplier invoices now record in the applicable Invoice Age Period when Supplier Payment Terms have been set to 0 Days prior (or 0 Days after) service.

• Invoicing -Service line totals now remain un-rounded when generating a percentage based deposit invoice.

• Message Substitution Codes - Accounts receivable credit note substitution codes now allow Booking Name, Booking Reference, and Travel Date substitution codes within the header of the message.

• External Connections - External connections can now be enabled/disabled from Code Setup.

• hostConnect Setting - An INI Setting has been re-introduced to Tourplan NX and is designed for clients who require non iCom services to be hidden from hostConnect.

System Setup

• UI Wide Screen Mode - The User Interface has been enhanced to use the entire screen width available. Monitor sizes can vary within a workplace, NX UI Wide Screen Mode allows configuration to suit individual user needs.

  Click here for more information.

  • Can I change the onscreen size of the Tourplan NX UI?

  • How do I change the onscreen size of the Tourplan NX UI?

• UI Language - Full suite of UI screen labels are available for Chinese, Spanish, French and German languages.

  Click here for more information Can I configure the Tourplan NX UI language?

• Languages - A system-wide enhancement for alternative language entry. NX now supports two-byte languages (e.g. Japanese, Chinese etc).

• INI Settings (Per User) - INI Setting enhancements provide the ability to manage INI Settings per user.

  Click here for more information. INI Settings Explained or View Users INI Settings

• System Event Queue - Queue messaging improvements allow configuration of a system event queue to manage and record unexpected booking errors between Tourplan and external booking systems.

  Click here for more information. System Event Queue

• Multi Language Notes - Notes now have a language code attached allowing a note entry to have multiple language versions. This enhancement reduces the number of note category codes and simplifies messaging template substitution code requirements, whilst allowing visibility of multi language note entries. This feature applies to Agent, Supplier, Product, Booking and Financial Note storage.

  Click here for more information. What are multi language message templates?

• Tourplan Scheduler - An application is available for Tourplan support teams to schedule tasks to run at regular intervals. The release of the Tourplan Scheduler provides the ability to convert message history into plain text to reduce message history data. If you are interested in this feature please contact your local support office to discuss.

• Product & Supplier - The Product Setup UI has been restructured to accommodate additional product features. We have altered the view of tabs to appear within three new Product Details menu items.

  • General - which includes Product, Price Rules, FOC Details, Voucher and Voucher Text tabs.

  • Policies - which includes Policies, Selling Channels, Cancel Rules and Internet tabs.

  • Pickup Points - which allows data entry for product specific pick up points.

• Selling Channel Control - Product distribution methods have been enhanced providing a selling channel feature to control product accessibility via different distribution channels.

  Click here for more information. What is a selling channel?

• Product Level Pickup/Dropoff - In addition to the current supplier replicated location pickup and dropoff fields; there is now the option to define pickup and dropoff information at a product level. If both are defined the product level pickup and dropoff information will take priority over the supplier level information.

• Local Language Fields - Supplier and Product field enhancements allow a selection of supplier and product fields to be defined in multiple languages. This enhancement assists organisations with supplier and operational language variation requirements. Click here for more information. What is a local language field?

• Supplier Payment - Virtual Credit Card payment integration is now possible allowing a consolidation method for accounts payable transactions. The functionality is available for internal and external sourced product rates.

  Click here for more information. VCC Functionality for External Suppliers

• Supplier Confirmation - Tourplan provides the ability for your suppliers to confirm service requests through a dedicated webpage. A Supplier confirmation portal allows a service to be confirmed and supplier confirmation number entry, the information entered is then applied to the booking in Tourplan NX.

  Click here for more information. Understanding Supplier Confirmation Functionality

• Supplier Connectivity - A cancellation fee service line can be generated automatically if cancellation fees apply when cancelling an external service.

  Click here for more information. Can external supplier cancellation fees be applied in Tourplan?

• Non Commissionable Components - Supplier and product policies now provide the ability for organisations to configure service extras as non-commissionable components.

  Click here for more information. Can I define commissionable service extras?

Bookings

• Quote to Book - Tourplan NX now provides a 'Convert Quote' button within the FITs application which is used to convert a quotation into a booking. This feature triggers the system to check rates and availability for both internal and external product. Organisations who use external service connections for quoting will benefit as the service can be converted to a booked service if the quote price and availability still apply.

  Click here for more information. What do the convert quote and cancel quote buttons do?

• New Booking Field - 'Deposit Due' dates and amounts can be defined within a booking header.

• hostConnect Agent Sub-logins - Agent 'Sub-logins' details can be defined within Tourplan NX, this feature allows authorised online booking access to individually named consultants.

• Channel Manager Connections - Rate and Availability - Prior to booking a service there is now an opportunity to view product more information pages for external rates and availability data alongside internal rates.

Accounts

• Batch Agent Invoicing - A bulk invoice batch number can be applied to an invoice summary. This feature allows agents to make a single payment for multiple invoices. The batch number is receipted in Tourplan NX and payment is applied to the individual invoices included in the batch number. Messaging format enhancement for batch invoicing can be configured to provide a covering email, a message summary of batch totals, and an attached CSV file including an invoice total or itemised invoice line values.

  Click here for more information. Batch Invoicing

• Agent Import Invoice - An import agent invoice function provides the ability to import a file, creating agent invoices within Tourplan.

  Click here for more information. Agent Invoice Import?

• New Accounts Fields - There is now the ability to specify:

  • a 'Voucher Number' for an accounts payable invoice.

  • an 'Invoice Reference Contains' field as part of a cheque selection filter.

  • a 'Code Range' when rebuilding Debtors or Creditors accounts.