The messaging system works on the basis of substituting details from Bookings, Quotes and Accounting Data by placing "substitution codes" in the message template in conjunction with text.
This chapter will help you to understand the Template setup and the use of substitution codes.
The substitution codes are enclosed in the < > ('Chevron') brackets (normally Shift/Comma, and Shift/Period) and on output, Tourplan NX substitutes the codes with the required text. A simple example is a booking agent message could have the following in it:
"Booking Confirmation For: <bn>" and on output, Tourplan NX will substitute the Booking Name for the substitution code <bn>.
A Substitution Code exists for almost every field in the Tourplan NX System. This allows documentation to be unique and designed for user companies' specific requirements.
Data that is output when substitution codes are in bold, italic or coloured will inherit the same enhancements.
Messages are able to be output from:
- PCMs
- Groups
- FIT's
- Agents (Debtors)
- Suppliers (Creditors)
Tourplan NX can control which messages can be edited and where they can be edited from. Accounting based messages cannot be edited as it is controlled internally. Message types can have their editing status set in Message Definitions where you can define a template with an editing destination.
Generated Message Editing
When message definitions are uploaded into NX, the editing options can be set per message. The output editing methods offered are:
User Choice. The user can either edit in NX (in HTML only) or download and edit or print in Word.
External Only.If the message needs to be edited or printed, it must be downloaded. The assumption here is that the content and layout is complex and so can only be maintained by completing the edits in Word.
Internal Only. The message can only be edited in the NX Editor (HTML). The assumption here is that these are bulk/volume type messages with a layout and content that is not overly complex and does not require the overhead of download, edit, save, upload that editing in Word requires.
None. The message can only be viewed and downloaded. Changes can only be made in the System Code Setup.
At Booking/PCM level, if the template includes email commands, the message can be output to email.
Depending on the message template settings, messages output from the template can be saved for later review or resending.