Trip Balance Summary
A user can view the Trip Balance from a button on the Trip tab once this has been configured in the Branch. Clicking on the Trip Balance button opens a pop up with the following summary information:
- Summary of the Statement of Account
- Transaction Summary
- Trips commission component
- Reason for the trip being out of balance
The Trip Balance button options are configurable via Supervisor in the Setup Tab depending on which components Supervisor wishes to display, they are then ticked in this Setup Tab.
- A user can view a summary of transactions, quotes and the balance due without generating a statement of account document.
- A user will not need to navigate to the Quote or Accounting tabs to see the trip balance or the amount due.
Set up will be at Branch level:
- The default setting for “Display Trip Balance Summary” will be unchecked.
- Check boxes for “Display Statement of Account Component” and “Display Commission Component” will only become active once the user has ticked “Display Trip Balance Summary”.
- When “Display Trip Balance Summary” is ticked – check boxes for the two components will become active, and ticked by default.
- The Transaction Summary component does not display as a configurable option because it will always appear in the Trip Balance Summary pop up.
The “Reason for The Reason for Trip Out of Balance” component is controlled by the existing CCTE function “Trip Balance Nanny” in Set Up.
The Reason for Trip out of balance will display in the pop up when the Trip Balance Nanny is set to either “Balance always zero, reason requested” or “Balance greater than zero, reason required” and when the “Display Trip Balance Summary” has been ticked to display via CCTE Branch set up.
Once Set Up has been configured, and the user logs into CCTE and opens a trip file, the Trip Balance will display.
When click on this button it will display a summary.
Trip Quotes
Filed fares are able to download from the Galileo Desktop (GD) PNR to create a CCTE quote within a Trip. This feature of creating quote upon download is configurable in CCTE as not all the travel agencies require this ability.
- Agencies using Custom Fields for Fare Savings Report should be aware that if both these features are activated then it may lead to the duplication of quotes. The user should delete the duplicate quotes when prompted with the Quote Maintenance screen upon confirmation of the ticket having custom data or not enable the function. As a Corporate they may not require the creation of Quotes in their workflow.
- CCTE downloads filed fares regardless of fare type i.e. Guaranteed, Expired, Invalid, Private fares, etc. The user should either delete the quote or make the quote inactive if the quote is not required.
- Discounts are not added in the quotes upon download and re-download. The user should manually add it to the downloaded quotes. Some user groups may not have access to Discounts as this is set up in Security/Trip/Process.
For further details regarding downloading filed fares into CCTE, please see CCTE Client Management Guide, Answer 27133 in Ask Travelport.
Trip Accounting - Invoicing Detail
The default setting for the “Invoice Detail Screen prompt required” checkbox in a Leisure or Variable workflow is OFF. This can be activated by the agency supervisor if required. For more information refer to Creating a Debtor Statement from MyCCT in CCTE Accounts Management Guide, Answer 27134 in Ask Travelport.
Note: - Activation is available under the Branch Screen>Setup Tab> General Tab
- This checkbox is available only under ‘Leisure’ and ‘Variable’ branch setup