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1.4.00

 

PCM Supplement Mark-ups

Tourplan now offers the ability for users to edit the mark-up values of PCM supplements at a service level.

PCM Price Analysis

A new menu item called Price Analysis has been added to the PCM Menu giving users the ability to analyse prices in a PCM for a particular date range. Recalculation of the PCM will identify price adjustments to services within specified dates. The system will save a new base date for each price change in the selected range.

New messaging substitution codes have also been included in this release allowing price analysis documents to be generated.

 

CRM Application

A new CRM Application has been included in the UI menu allowing users to manage pax and pax groups outside of the booking applications.

 

Supplier Invoice Import

Enhancements have been made in NX allowing XML or CSV files to be imported generating AP invoices (if the user's security level permits creation of creditor invoices).
Selection of the menu option Import Invoices will allow users to navigate to an XML or CSV file to import the data.

 

Allocations Delete Flag

The allocation application now includes a 'Flag as Deleted' check box, which will prevent the allocation from being used.

Landing Page Enhancements

The Tourplan NX Home Page or Landing Page has had some significant enhancements.

  • Recently worked on bookings and PCM's can be set to display specific booking statuses, and the number of days that bookings are searched for can be defined.
  • The heading 'Travelling in the Next Two Weeks' has been amended to 'Travelling Soon'. This is because this feature is no longer limited to 14 days: users can now configure this for up to 28 days within a system setting.
  • Useful links: Organisations can create useful links system-wide for all users and useful links may now be deleted.

1.4

1.3

External Services Room Configuration

Enhancements have been made to room configurations when a service has been sold using Supplier Connectivity. Users can now view the room type pax are using via the Pax Configuration view of the service line.

Cancellation Fees for External Services

Tourplan NX now allows cancellation policy rules to apply to external services.

Supplier Level or Product Level cancellation rules screens have been enhanced to include an 'apply to external services' check box.

Cancellation Policy Changes

Significant enhancements have been made to cancellation policies.

  • The user interface now includes tabs a Service Tab, and a Fee Tab.
  • Check boxes have been added for users to select the booking type the cancellation applies to (All bookings, FIT Only, FIT and Group, or Group Only). If selected, separate tabs will appear to view the different cancellation fees.
  • There is now the option of setting a specific price code allowing different cancellation fees per price code.
  • Radio buttons have been added for users to select the type of date in the cancellation rule (relative or fixed).

Copy Functions

Copy buttons have been introduced and replace the menu option 'Copy Booking' for FITs, Groups and PCMs. The copy button is now available from the General Setup Screen.

Branch Level Invoice Selection

Significant improvements have been made to branch level accounting allowing cash transactions to be matched to invoices for a single branch. Users now have the ability to select invoices by booking branch/department when creating cash transactions from debtors or creditors.

Time Entry and Display Formats

Organisations now have the ability to configure the time entry and display formats in NX. New system settings allow time formats to be determined system-wide assisting users with time entries.

Day Name Visibility

NX has been enhanced to include display of the day name alongside the date and calendar fields.

Allocation Display

The display of allocation data within bookings now includes a scrollable split grid. More data including product code, product description, supplier code and name can now be viewed if the user enables the additional columns.

Notes Handling and Display

Improvements to note functionality and display have been applied in several areas of Tourplan NX providing consistency across the different applications.
Existing notes may now be expanded using a dropdown arrow (similar to when in the product application viewing notes) and notes can be edited by selecting the new edit note icon. The new note button has also been repositioned so that it is visible when the menu is pinned.

Booking Change History

Tourplan has developed the ability for users to view the booking history within the FIT and Groups user interface. A new menu item called Change History can be applied to the Operations and Accounts menu. This function allows users to view. If you are interested in this feature please speak with your local Tourplan Support Office.

Service Status Update

Enhancements have been made to the FIT and Groups applications whereby users can now update the service status when sending supplier messages from bookings.

Added Security Settings for Bulk Messaging Operations

Tourplan has added new security settings which control the editing of bulk messaging default filters for (Bulk) Supplier Messaging, Agent Messaging, and Voucher Production. If enabled, users will have access to the set of default messages but will not be able to copy, save or delete them.

Queue Messages Export to CSV

Enhancements have been made to Queue Messages and there is now the capability to export the Queue Message to a CSV file format.

Grid Search Functionality

This release of Tourplan NX provides users with the ability to search for entries in Code Setup - specifically the Discount/Commission Matrix, and Itinerary Segments.
A search icon has been added to the column heading. iI selected a search dialogue box will display on screen for users to input information to search for.

Flag Product as Deleted

A 'Manage Deleted Products' button has been added to the field Flag Creditor as Deleted within the Creditors Application. If the check box is selected and the creditor is flagged as deleted the product attached will still be visible to users when searching for product. The Manage Deleted Product button allows users to bulk flag/unflag individual products linked to the supplier.

External Service Failure Reporting

Tourplan NX now has the ability for users to view a System Event Queue for Reporting on External Service Failure. Once the System Event Queue is setup users will need to be monitoring the queue in NX to identify any issues that may have occurred.

Journals in Multi Company Mode

Enhancements have provided improvements to the use of journals when the system is in multi company mode. These include:

  • The branch will be defaulted to subsequent journal line inserts
  • The total debit/credit/balance are shown in branch currency as well as base
  • A journal cannot be saved unless both base and branch currencies balance to zero.

Message History Filters

New filter functions have been added to the message history, and users may now filter messages sent by date, message type and status.

 

Service Line Notes

Enhancements have been made to allow Service Notes to be inserted, maintained or viewed in the FIT, Group and PCM applications. A new tab is now available from the Itinerary > Service Line when the user drills down into the Service Details screen.

 

Column Selection

New Column Selections have been added to NX as follows:

  • The Service Line Insert screen - Users can now select a Price Code Description column
  • The Resource Assignment – Users can now select columns for Vehicle, Guide and Driver
  • The Bookings and PCM application > Itinerary View – Users can now select a Location Name column
  • Rooming List > Pax Names View – Users can easily distinguish which names have already been assigned by selecting to view the assigned column
  • The Groups Application Rooming List > Service Tab. Users can select further columns for Service, Status, Supplier, and Supplier Name columns.

 

Note: To open a column selection in Tourplan NX click on the blank spaces between the column headings to see the column selection available for this screen.

 

Sort by Supplier

Users may now click on row headers to sort by supplier, or supplier code when sending supplier/voucher messages.

URL Field

Enhancements have been made to the size of all URL fields: Tourplan NX now allows a field length of up to 250 characters.

Product Setup – Rates

A 'select all' check box has been added to the Product Setup - Rate Period screen allowing all rate periods to be selected at one time.

Bulk Messaging

Enhancements have been made to bulk messaging functions whereby a new option has been added to sort by supplier when consolidating on a single document.

Deposit Invoice

Users now have the ability to select all service lines when raising a deposit invoice.

User Text - Messaging

If the text within User Text fields 1 to 5 are in date format it is now possible to use the + and – days on documents by using a formula such as <UT1:-7>

Pax Contact Substitution Codes

Messaging substitution codes have been added to allow passenger phone, contact name, mobile number, email address, fax number and website address fields to generate in documentation.

Passenger Contact Substitution codes now include:

  • <PPP> Passenger Phone Number
  • <PPCN> Passenger Contact Name
  • <PMP> Passenger Mobile Phone Number
  • <PEP> Passenger Email Address
  • <PFP> Passenger Fax Number
  • <PWP> Passenger Web Address

Product Messaging Substitution Codes

Additional substitution codes have been included in this release to allow Product Contact information to generate in messages.

Phone – VPP:XX
Name – VNP:XX
Mobile – VMP:XX
Email – VEP:XX
Fax – VFP:XX
Web – VWP:XX

EFT Substitution Codes

Substitution codes are now available within an EFT format layout for Payment Text Fields 1, 2 and 3.

  • <TRNDESC1> - Description 1
  • <TRNDESC2> - Description 2
  • <TRNDESC3> - Description 3

Messaging Substitution Codes

You can now produce documentation with a summary of:

  • Pax, Children, Infants, Escorts, Drivers and Guides using the substitution code <PEDG>
  • Total Pax/rooms on a booking or itinerary using the substitution code <PAXROOMTOT>

    Additional staff totals can be added to the pax/rooms summary by using the following codes
    • :ES – Escorts
    • :DR – Drivers
    • :GD - Guides

Messaging Substitution Codes

Messaging formatting now allows multiple itineraries to show within the one document. NX now allows multiple <ITINERARY:START> <ITINERARY:END> pairs within one message format.

Messaging Substitution Codes

Messaging substitution codes now allow the FCU cost and Sell of extras to be generated in messages using the following codes:

  • <QTY1:C:EX:1> - Cost
  • <QTY2:S:EX:1> - Sell

Messaging Substitution Codes

Agent Statements, Debtor Receipts, and cheque/remittance message substitution codes have been enhanced to include the code for payment/receipt type description.

  • <TRNADCASHTYPEDESC>

Messaging Substitution Codes

New substitution codes have been added for the margin and margin % fields to display in messages.

  • <MAR> - Margin
  • <MARPC> - Margin Percentage

Output Currency in Plural if required

A check box has been implemented within the currency definition which decides whether or not a currency has a plural. e.g. 1 Pound, or 50 Pounds.

 

Product Search Results

Enhancements have been made to the Product Search Result screen in Bookings and PCMS – the Class and Localities are shown (expanded) by default.

Supplier Confirmation

Users now have the ability to update a Supplier Confirmation number field from the Service Search Results screen when a service is booked.

Voucher Search by Booking Ref

Tourplan NX now allows users to search for vouchers in Accounts Payable by specifying the Booking Reference number.

Pick up and Drop off Bulk Updates

A new menu item called ‘Update Pick Up/Drop Off’ has been added to the Booking Operations application for users to be able to update pick up/drop off and remarks fields in bulk.

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GL Analysis FieldsEnhancements have been made to the General Ledger Application. There are now six analysis fields which can be enabled to categorise accounts.  These analysis fields can be used as additional filter fields and/or for reporting purposes. Please speak with your local Tourplan Support office if you are interested in using these fields.
GL User Defined Fields

New User Defined fields are available for the General Ledger Application These fields provide extra descriptive fields which can be used for internal display and can appear on reports if required.  Please speak with your local Tourplan support office if these fields are of interest to you.

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Product Change History

Functionality has been added providing users with the ability to view product change history. A new INI setting can be enabled to record product changes. If enabled users will be able to drill down to view the product detail which has been amended as well as seeing who made the change.

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Auditing of Accounting ModulesNew functions to record the change history of financial transactions are also available in this NX 1.4 release. Organisations can choose to turn this feature on through an INI setting which allows an additional tab (called Change History – seen when auditing a transaction) to view the amendment description, dates, times and the user who made the transaction amendment. Please speak with your local Tourplan Support office if you are interested in implementing this function.