Add more configurable options with Chargeback / GL Codes.

Description

Customer needs more flexibility with chargeback / GL codes.

Current Workflow

  • Booking Type Mapping:

    • Chargeback / GL codes are triggered based on booking type.

    • However, Services/Add-ons are visible for all bookings.

    • Users can select a booking type that doesn’t require codes but still add chargeable Services/Add-ons—bypassing code requirement.

  • Resource Type Mapping:

    • Can trigger Chargeback / GL Code only if a chargeable item is added.

    • This is based on Add-On Resource Types, not booking type.

    • Configuration requires selecting codes per Resource Type.

    • For example, if Catering is configured for both Chargeback and GL Code, both are requested, even if only one is needed.

Proposed Workflow

  • Option 1: Restrict Services/Add-ons by Booking Type.

    • Only show Services/Add-ons for specific booking types.

    • Similar to how Services/Add-ons are restricted by Interface Type.

  • Option 2: Enhance Booking Type Mapping:

    • Add setting: “Only request Chargeback / GL Code if Add-on has a cost.”

    • If enabled:

      • System checks if Add-on has a cost.

      • Then prompts for the appropriate code (Chargeback or GL), based on what’s ticked.

      • If Add-on has no cost, no code is requested—same as current Resource Type Mapping behaviour.

Business Reason:

  • Ensures users cannot bypass code requirements by selecting a booking type that doesn’t trigger them.

  • Provides flexibility in determining which code (Chargeback or GL) should be applied based on booking context.

Product AreaKorbyt Booking

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Upvoters
Status

In Review

Board

💡 Feature Request

Tags

Booking

Date

About 1 year ago

Author

Brad

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