Maintaining Travel and Customer Types

You can add, change, and delete travel and customer types.

Adding a Travel or Customer Type

To add a customer or travel type:

1. From the System menu, select Travel/Customer/Revenue Types.
2. Click the Customer tab to add a customer type or the Travel tab to add a travel type.

3. To add a new type, click ADD. Enter the one-character type code in the left data entry field and the description (up to 10 characters) in the right field.

   For information about the market ID fields for customer types, see Setting Up Market IDs.

4. Click SAVE.

Editing a Travel or Customer Type

To change a customer or travel type, type in the field in the browse window. After you have made all needed changes, select SAVE.

For information about the market ID fields for customer types, see Setting Up Market IDs.

Note: Customer billing statements and finance charges/discounts are run for customer type B (business) only.

Deleting a Travel or Customer Type

You cannot remove a customer or travel type if there are invoices using that revenue type. You cannot remove a travel type if there is a revenue type associated with it.

To delete a customer or travel type:

1. On the Travel/Customer/Revenue Types screen, click the Customer tab to delete a customer type or the Travel tab to delete a travel type.
2. Select the type and click DELETE (or press Ctrl+Delete). A message appears, asking you to confirm deleting the type. Click OK.
3. Click Exit to close the Travel/Customer/Revenue Types screen.