Travel, Customer, and Revenue Types Overview
The Travel/Customer/Revenue Types function, which you can access from the System submenu, gives you versatility in assigning Customer, Travel, and Revenue Types. By using this function, you can view the list of customer, travel, and revenue types. You can also add, edit, or delete types.
Revenue types in GlobalWare determine which revenue and sales charts in the general ledger an invoice item posts to. The combination of sale type, settlement type, and revenue type determine what GlobalWare posts to the general ledger for an invoice item. For more information, see Processing Table Overview.
Travel types reflect the type of service an invoice item is for. Certain travel types also affect the Invoice screen. If the travel type is A (air) or R (rail), the Segments link is available. If the travel type is C (car) or H (hotel), the Invoice Item Cost area of the screen displays the Daily field (for daily rate) instead of the Base field (for base fare), various tax fields, and so forth. Also, many reports are based on or can subtotal by travel type.
Generally, an invoice item’s travel type and revenue type are the same. An example of when they would be different is if you want to track ARC and non-ARC air revenues and sales in the general ledger separately. Each of these revenue types would have the same travel type – air.
There might be several reasons to add new customer types, such as to mark inactive customers or to mark age-groups of leisure customers. This option enables you to customize customer types to fit your particular agency's needs. For more information about customer types, see the "Customer Type" section in Customer Accounts Overview.
The following table lists the pre-assigned types already in the system:
| Travel and Revenue Types | Customer Types | ||
|---|---|---|---|
|
A |
Air |
B |
Business |
|
B |
Bus |
G |
Group |
|
C |
Car |
H |
House |
|
F |
ARC (TAF) Fee |
P |
Personal |
|
H |
Hotel |
||
|
I |
Insurance |
||
|
M |
Misc/Svc Fee |
||
|
O |
Other |
||
|
R |
Rail |
||
|
S |
Ship |
||
|
T |
Tour |
||
You can change the descriptions of these types, but you should not change the meaning of the types. For example, the interfaces store airline tickets with travel and revenue type A and many reports assume travel type A means air. So if you add a revenue type for international air, you might want to change the description of revenue type A to Domestic Air, but you should not change it to Automobile and try to use it for car transactions.