Process Mass Changes

Owned by Anthony Pepe
Last updated: Nov 30, 2023
3 min read

The Process Mass Changes menu allows users to update existing Reservations with certain changes that have been made on the Product. The most common process used within Mass Changes is adding and deleting required services.

Example: A Hotel that’s previously been booked reaches out that to let you know there’s been water damage and they are no longer able to accommodate your passengers. You’ll will need to remove that Hotel service from those Reservations and replace that Hotel service with a new one

 

Any Service that’s been added or removed from a Product will create a Product History Record as long as the “Track Changes” checkbox has been selected within the Product Header. The “Track Changes” checkbox will be selected automatically when the Product Status is set to either “Internal” or “Active”

If a user begins to Add or Delete Services from the Product the Product History menu will begin to list those changes.

  • History ID: Reference Number associated with the Product History Record

  • Action Code/Type: The Type of action for that Product History Record

    • Add - Service was added to the Product

    • Delete - Service was deleted from the Product

  • Supplier ID: Supplier ID of the Service that was changed/updated

  • Service ID: Service ID of the Service that was changed/updated

  • Description: A detailed description of the Product History Record

  • Status: Status of the Product History Record

    • Open - Product History Record is Open

    • Closed - Product History Record is closed. System will update this to Closed if the Product History Record has been processed successfully

    • Failed - Product History Record did not successfully process. System will provide a reason why this failed within the “Results” column

Running a Mass Change

When a user has added or deleted a service from the Product, creating a Product History Record, they should run the Mass Change immediately after that Record has been created. This is to ensure that these Mass Changes are processed in order and to ensure the change they are making is successful before making any further changes to the Product

To process the Mass Change the Product History Record from the grid and the below menu will fill in with the Product History Record details. Select “Get Reservations”

This will open a menu with a list of all Reservations on that Product that may need that change.Users can use the checkbox at the top of the grid to check all Reservations, or they can manually check which Reservations they want to update. Once selected they can select “Apply Changes”

Once processed the system will fill in the “Result” column with

  • Success - Indicating that Reservation was successfully updated

  • A message indicating the service is already on the Reservation and no change was made

    • EX: Service 6DAYROME/100/40 already exists on Res #1619No updates made.

  • A failed error message indicating the process was not successful

When all Reservations are marked as Successful the system will set the Status of the Product History Record to “CLOSED” .

Users can review all Product History Records using the filter icon and provided filters:

When Search is selected the Product History Record gird will populate with all applicable records: