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DAY 1 XMS WORKSHOP MANUAL


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TABLE OF CONTENTS PAGE


1. XMS/WBS URLs 3
- Overview
- Browser
- Access details

2. ARCHITECTURE 4
- Identifying Domain (Top/Sub-Domain/Property Domain)
- Identifying Property Instance
- Identifying Property / Domain Menu

3. DATA CACHE 7
- Refresh WBS Data Cache
- Refresh Data Cache
- Browser Cache

4. USER MANAGEMENT OVERVIEW 8


- How Do I Create A Department in XMS Configuration? 9
- How Do I Create A Job Title in XMS Configuration? 11
- How Do I Create A Role in XMS Configuration? 13
- How Do I Create A User in XMS Configuration? 19

5. PAYMENT METHOD
- How Do I Create a Payment Method in XMS Configuration? 22

6. ROOM OCCUPANCY POLICIES


- How Do I Create Occupancy Policy in XMS Configuration? 26

7. ROOM TYPES
- How Do I Create Room Types in XMS Configuration? 29

8. RATE POLICIES
- How Do I Create a Guarantee Policy in XMS Configuration? 34
- How Do I Create Cancellation Policy in XMS Configuration? 38
- How Do I Create Amendment Policy in XMS Configuration? 41
- How Do I Create Child Rate Policy in XMS Configuration? 44

9. XMS RATE CONFIGURATION


- Workflow of Rate Creation 48
- How Do I Create Domain Rate Plan in XMS Configuration? 51
- How Do I Create Detail Block List in XMS Configuration? 54
- How Do I Create Property Rate Plan in XMS Configuration? 62

10. DCS MAPPING 71


- How Do I Perform DCS Mapping to Map XMS to Protel?

11. RATE GRID 81


- How to Check Exported Protel Rates via Rate Grid in XMS Configuration?
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XMS URLs
1. XMS CONFIGURATION

https://xncrs2.xnhotels.com/XMS/CRS/xmsEnterpriseConfiguration/Logon.aspx?tenantID=

The XMS CONFIGURATION module is the CORE of the XMS system.

It allows for the CREATION and ADMINISTRATION of all aspects of the XMS data services.

2. XMS OPERATIONS

https://xncrs2.xnhotels.com/XMS/CRS/xmsEnterpriseOperations/Logon.aspx?tenantID=

XMS Operations is the central reservation and management system which utilises the configuration from XMS – CRS

to enable the creation of voice reservations via the Reservations Manager.

This is also where you create PROFILES, NOTICES, MANUAL RESERVATION and MANUAL CANCELLATION OF

RESERVATIONS.

3. XMS WBS (Website)

https://xncrs2.xnhotels.com/xms/wbs/D/Pages/WBSApplication/BookingProcess/WelcomePage.aspx

XMS – WBS is the Enterprise web booking system that is utilised as the direct.com site for properties who

have purchased XMS – WBS.

This is your XMS website.

4. XMS WBS CONFIGURATION

https://xncrs2.xnhotels.com/XMS/WBS/D/Pages/Login.aspx?ReturnUrl=%2fXMS%2fWBS%2fduyenh aresortscfg%
2fPages%2fDefault.aspx

The XMS – WBS allows you to configure settings for the Web booking systems such as for the Mobile and

Desktop sites or like defining mandatory fields for Desktop and mobile sites.

NOTE:

Firefox is the most suitable web browser for XMS.

Google works fine as well.

Since we have different links for XMS, it is highly recommended that you saved these links in your favorites so it would
be easy for you to find these links in the future.

For your access details, contact your IT Manager.


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ARCHITECTURE

IDENTIFYING DOMAIN (TOP DOMAIN/SUB-DOMAIN/PROPERTY DOMAIN) & PROPERTY INSTANCE

Those with folder icon are what we call domains or sub-domains.

The one that is on the very top is the TOP DOMAIN.

Those domains under the top domain are called SUB-DOMAINS and we could easily identify them by calling them

according to their structure.

We call a sub-domain a PROPERTY DOMAIN mainly because the PROPERTY instance is under this sub-domain.

This property domain always has the PROPERTY instance and you can easily identify a PROPERTY instance because of

the building icon as shown below.


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IDENTIFYING DOMAIN MENU & PROPERTY MENU

There is a functionality difference between having a PROPERTY highlighted and a DOMAIN highlighted.

The easiest way to understand this is that there is a difference between a DOMAIN MENU and a PROPERTY MENU.

When you click on a DOMAIN, you have a slightly different set of menu.

Things like the rate management and the actual domain management will change when you click on property.

When you click on a PROPERTY, you also have the rate management but slightly different than the rate management of

a domain menu.

Hence, menus are changing with the selection of a domain or a property.

But any domain has the same functionality as any sub-domains and any property has the same functionalities with the

rest of the properties.

DOMAIN/SUB-DOMAIN MENU:

Try to click any of the domains.

A domain (top domain or sub-domain) will always be represented by a folder icon.

A domain menu has the DOMAIN tab and the RATE MANAGEMENT tab.

And its RATE MANAGEMENT tab has below options.


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PROPERTY MENU:

Try to click a property instance.

This one has the building icon.

A property menu has the PROPERTY tab and the RATE MANAGEMENT tab.

And its RATE MANAGEMENT tab has below options.


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DATA CACHE

REFRESH WBS DATA CACHE / REFRESH DATA CACHE

When doing any configuration or when adding or updating information, it is highly recommended to click the

REFRESH WBS DATA CACHE and the REFRESH DATA CACHE to refresh the site cache so that the latest data are

available.

NOTE:

It is not recommended to DELETE.

It is better to consult first with XMS Support if you plan to delete a record, a domain/sub-domain or a property in XMS.

BROWSER CACHE

Any website you visit is actually a composition of hundreds or even thousands of files.

Many times, web developers have to make updates to the files that comprise your site in order to push a change or

new features live.

If we change a file that your browser has cached, it’s going to keep serving the old, cached version of the file and you

won’t see the most recent changes. This is when, you may encounter browser errors like run time error.

Clearing the cache and cookies in a browser helps fix these issues.
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USER MANAGEMENT OVERVIEW


Each domain level has its own user authorization level administration (Users Management Code).

It has the USER MANAGEMENT attach to it which gives you the indication that user rights can be as regional or as global

as you want them to be.

If you want to have a GLOBAL USER, you should set them up in the GLOBAL DOMAIN LEVEL.

This means that whatever user rights given at the global domain will always fall down to the user rights in all the domains

under it.

If for HOTEL USERS, you need to set them up in the USER MANAGEMENT OF THE HOTEL/PROPERTY DOMAIN.

Our GOAL is to be able to create USERS which needs the following to be setup first:

• DEPARTMENT
• JOB TITLE
• ROLE

We will create a user at the very top management because we want to be able to go through all the properties and

perform any of the options.

Within the user management, we can differentiate people by department and by job title.

It is very much an administrative function.

The most significant one comes from the roles that are attached to the users but we need to have departments and job

titles as well as these are mandatory fields when creating a user account.

You need to have at least one department or one job title and it will be enough unless the client is so big that we need

to create several departments and several job titles.


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HOW DO I CREATE A DEPARTMENT IN XMS CONFIGURATION?

1. To create a DEPARTMENT, go to the top domain and click its USERS MANAGEMENT.

Note.
This should be done from whatever Domain level you wish the user to have access to.

Therefore, if you want the user to see all properties, then top level domain is where this should be done.

2. Notice that the menu selection changes.

Go to USER MANAGEMENT > CLASSIFICATIONS > DEPARTMENTS.

3. Click ADD.
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4. Fill-in the following fields:

• CODE – Enter a unique code


• NAME – Enter the department name
• DESCRIPTION – Not required; You may or may not enter a description
• SORT CODE – Enter the sort code order, if applicable.
In case of multiple codes, this will determine the sorting order of display.

5. Once completed, click SAVE & CLOSE.

6. Please make sure that the system prompts you with a message that record has been successfully saved.

The newly created record will then be displayed in the DEPARTMENT LIST screen.
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HOW DO I CREATE A JOB TITLE IN XMS CONFIGURATION?


1. Go to USER MANAGEMENT > CLASSIFICATIONS > JOB TITLES.

2. Click ADD.

3. Fill-in the following fields:

• CODE – Enter a unique code


• NAME – Enter job title
• DESCRIPTION – Not required; You may or may not enter a description
• SORT CODE – Enter the sort code order, if applicable
In case of multiple codes, this will determine the sorting order of display.
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4. Once completed, click SAVE & CLOSE.

Ensure that the system prompts you with a message that the record has been successfully saved.

System will then display the newly created record in the JOB TITLE LIST screen.
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HOW DO I CREATE A ROLE IN XMS CONFIGURATION?


This is where you set up roles for each user in terms of what they are allowed to do.

Each role will have a set of user rights.

1. Go to USER MANAGEMENT > ROLES.

2. Click ADD.

3. Complete the following:

• CODE – Enter a unique code

• NAME – Enter a name for the User Role

• DESCRIPTION – You may or may not enter a description

• USER ACCOUNT TAB


o Refers to what you can do in terms of user management

• DOMAIN TAB
o Refers to what a user can do in the domain
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• WBS CONFIGURATION TAB


o Refers to what a user can do in the WBS Configuration

• PROPERTY TAB
o Refers to what a user can do in the property

• PROFILE TAB
o Refers to what a user can do in the profile management

• OPERATIONS TAB
o Refers to what a user can do in the operations like manual reservations, call center, OTA, delivery check
etc.

• REPORTS TAB
o Refers to what you can do in the reports

So for each tab, you allow or disallow the usage of available user rights.

Just simply click the radio button.

You can also deselect the radio buttons that you have initially selected.
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NOTE:

For our example, we will create a role with ALL ACCESS.

Hence, click the radio button for the CAN PERFORM IN ROLE in each tab to select all listed user rights.

As for the NOT DEFINED IN ROLE column, just ignore this.


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4. Once done, click SAVE & CLOSE.

Ensure that the system prompts you that the record has been successfully saved.

The system will then display the newly created record in the USER ROLE LIST screen.
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HOW DO I CREATE A USER IN XMS CONFIGURATION?

1. Go to USER MANAGEMENT > USERS.

2. Click ADD.

3. Enter details for the required fields.

Also, enter an EMAIL ADDRESS even though it is not a required field.


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4. All the departments and job titles created will be shown in the dropdown list of the DEPARTMENT field and the JOB

TITLE field.

That is why it is a PRE-REQUISITE to create department(s) and job title(s) before creating a User as these are all required

to complete a user account.

5. Click SAVE once completed and the ROLES tab will be activated.
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6. Under the ROLES tab, select a role to assign to the user by ticking its box or click ALL to assign all roles to the user.

7. Click SAVE & CLOSE.

8. Ensure that the system prompts you that the record has been successfully saved.

System will then display the newly created record in the USER LIST screen.

NOTE:

To test, logout and login using the user credentials.


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PAYMENT
Each property needs to have payments.

How Do I Create Payment Policy in XMS Configuration?


1. Under the property domain, click the property instance.

2. Go to PROPERTY > POLICIES > PAYMENT.

3. Click ADD.
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4. Fill-in the needed fields.

5. For our illustration, we will use VISA.

• CODE – Enter a unique code.

Note:

If you know that the payment method will also be applicable to Siteminder/RDX channel for the OTAs, please use
the OTA PAYMENT CARD PROVIDER CODES found in the link below.
https://siteminder.atlassian.net/wiki/spaces/PMSXCHANGEV2/pages/1603038/OTA+Payment+Card+Provider+Co
des
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• NAME – Enter the payment method name


• DESCRIPTION – You could simply enter here the payment method name as well
• SORT CODE – Enter the sort code number, if applicable.
• PAYMENT METHOD GROUP – Select Credit Cards
• Payment Type – Select Paymentcard.
• PERMISSION GROUPS - Select 0.
• PAYMENT CARD TYPE – Select the related payment method
• SALES TYPE - Select REVENUE.

6. Once completed, click SAVE.

Ensure that the system prompts you with a message that the record has been successfully saved.
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7. Then, go to the DIST. CHANNELS TAB and select XCRS – Xn Central Reservations and XWBS – Xn Web Booking.

NOTE:
If the payment method is also applicable for Siteminder/RDX, then select Siteminder as well.

SAMPLE:
To attach the WBS Distribution Channel (XWBS – Xn Web Booking) to the payment method, just select it.

Don’t change the ACCESS CODE.

It is the payment code by default which matches the OTA PAYMENT CARD PROVIDER CODES.

Select NONE for the CURRENCY CONVERSION TYPE and the PROVIDER.

Then, click SAVE & NEW so you can then proceed to add the XCRS – Xn Central Reservations and SITEMINDER –
Siteminder Channel Manager.

8. Then, go to GENERAL INFORMATION tab and click SAVE & CLOSE.


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ROOM OCCUPANCY POLICIES


You need to create the occupancy policy first before the room type because you need this to create a room type.

The occupancy policy protects each room type from over population.

How Do I Create Occupancy Policy in XMS Configuration?


1. Under the property domain, click the property.

2. Go to PROPERTY > POLICIES > OCCUPANCY.

3. Click ADD.
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4. You will see two subtabs under the GENERAL INFORMATION tab namely, the PRIMARY INFORMATION subtab and the

CHILD OCCUPANCY POLICY subtab.

The child age categories created via PROPERTY > POLICIES > CHILD AGE CATEGORIES, namely the BABY and CHILD,

are displayed under the CHILD OCCUPANCY POLICY subtab.


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5. Fill-in the needed data for the fields.

SAMPLE OCCUPANCY POLICY

6. Once completed, click SAVE & CLOSE.


Ensure that the system prompts you with a message that the record has been saved successfully.

When customer goes into your website and asks for 2 adults and 3 children, this DB room type will not come out

based on this DB occupancy policy.

This is similar principle with the F11.


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ROOM TYPES
It is VERY IMPORTANT to use PROTEL ROOM TYPE CODES as the XMS ROOM TYPE CODES.

This will help you during the DCS MAPPING to identify the correct room types to map.

How Do I Create Room Types in XMS Configuration?


1. Under the property domain, click the property.

2. Go to PROPERTY > ROOM TYPES.

3. Click ADD.
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4. Fill-in necessary fields:


• CODE
This should be THE SAME WITH THE PROTEL ROOM TYPE CODE

• NAME
Enter name as applicable

• PHYSICAL INVENTORY COUNT

Simply enter the TOTAL NUMBER OF ROOMS for the room type in the PHYSICAL INVENTORY COUNT field when
creating a room type. As shown in our sample room type named Deluxe Room, it is 134.

• PHYSICAL FLOOR AREA and RENTAL FLOOR AREA


Enter digits according to Unit Type selected.
At the moment, these have no effect as the information does not go anywhere.
So, enter “0”.

• FLOOR AREA UNIT


Select SquareFeet or SquareMeters as applicable.
At the moment, it has no effect as the information does not go anywhere.

• ROOM TYPE GROUP


Select the correct Room Type Group from the dropdown list.

• STATUS
Select ACTIVE.

• OCCUPANCY POLICY
Select the occupancy policy.
Remember that each room type needs to have an occupancy policy which will become its default occupancy policy
of what the room can take.

• SORT CODE
Enter sort code as applicable.

• AMENITIES
Select the ROOM TYPE AMENITIES from the dropdown list as applicable.
Example is the WIFI.

• YIELD MODE
If the Hotel is connected to a Revenue Managing Software (IDEAS, EAZYIELD etc.), this option allows for this room
type to be YIELDABLE or NON YIELDABLE.

• GDS BOOKING CODE


This only applies once GDS (Global Distribution System) is in operation.
This will be the rate access code.

• IS SMOKING
Tick or untick as applicable

• SHORT/LONG DESCRIPTION
Enter description (max of 255 characters, including space) of the room type as required.
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This will be used to show description on booking channels like WBS and CRS.

The SHORT DESCRIPTION is like the HEADER in the website.


And if you click on it for more information, the website will show you the LONG DESCRIPTION.

Simply put, the SHORT DESCRIPTION in the website is like the HEADLINE or the NAME or the HIGHLIGHTS of the
room and what the room ENTAILS like its FULL MARKETING DETAILS is the LONG DESCRIPTION.

SAMPLE ROOM TYPE: DLXK (DELUXE ROOM)


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5. Click SAVE once completed.

Then you could go to other tabs to continue.

6. The room types you created in the configuration need to be attached to the distribution channels.

NOTE:

Only the channels attached to the property can be made available.

The ACCESS CODE field shows the ROOM TYPE CODE by default.

For WBS, CRS, RDX and any direct OTAs, DO NOT ENTER any in the ALT. NAME field so as NOT TO OVERWRITE THE

DEFAULT done in the GENERAL INFORMATION tab.


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To add WBS as its distribution channel, select (XWBS) Xn Web Booking.

Then, click SAVE & NEW.

Repeat steps to add (XCRS) Xn Central Reservations and Siteminder, if applicable.

You can then go back to the GENERAL INFORMATION tab and click SAVE & CLOSE to close the record.
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GUARANTEE POLICIES

1. Click the top domain.

2. Go to DOMAIN > POLICIES > GUARANTEE.

3. Click ADD.
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4. Below are the required fields:

5. SAMPLE GUARANTEE POLICY

• CODE – Enter a unique code


• NAME – Enter the name for this guarantee policy.
This will show up in the WBS as part of rate code detail description.
• DESCRIPTION – Enter a description to the code function of this guarantee policy.
This will show up in WBS as part of rate code detail description.
• SORT CODE – Enter the sort order number.
In case of multiple guarantee policy codes, this will determine the sorting order of display
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6. The TYPE field determines if the guarantee policy is a deposit required, a guarantee required or just a guarantee.
If reservations can be guaranteed, select GUARANTEE ACCEPTED.
If you want a credit card or IATA number, select GUARANTEE REQUIRED.
If you want to collect actual money, select DEPOSIT REQUIRED.

7. Since in your guarantee policy, GUARANTEE REQUIRED has been selected in the TYPE field, then the reservation has to
be guaranteed by a method defined under the CAN BE GUARANTEED BY section.
At least one of the options MUST be selected.
You can ignore the AGENCY IATA and the COMPANY CID and just TICK the PAYMENT CARD.
If the PAYMENT CARD is ticked, this means that when customers make reservations in WBS, they need to enter their
credit card at the end.
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8. Since BALANCE DUE TIMING and DEPOSIT PAYMENT TIMING are required fields, please select your desired preference.

Then, click SAVE & CLOSE.


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CANCELLATION POLICIES
If payment gateways are involved, then your cancellation policies become quite important because there is no more

manual charging.

If there is no payment gateway, the cancellation policies are very much only a description.

How Do I Create Cancellation Policies in XMS Configuration?


1. Click the top domain.

2. Go to DOMAIN > POLICIES > CANCELLATION.

3. Click ADD.
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4. Fill-in the following details.

• CODE – Enter a unique code


• NAME – Enter a name for this cancellation policy
• SORT CODE – Enter sort code number, if applicable.
In case of multiple codes, this will determine the sorting order of display
• DESCRIPTION – Enter a description for this cancellation policy
• SALES TYPE – Select REVENUE.

5. Cancellation policies also have different periods and you can activate these or not.
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SAMPLE CANCELLATION POLICY

This is an example of a combination of a Non-refundable and a Refundable Cancellation policy.

Within 14 days prior to arrival or no show: 100% of total room charge for entire stay
From 30 days to 14 days prior to arrival: 50% of total room charge for entire stay
Before 30 days prior to arrival: Without charge

6. Then, click SAVE & CLOSE button.

Ensure that the system has prompted you that the record has been saved successfully.
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AMENDMENT POLICY
The AMENDMENT POLICY was more written for the CRS FUNCTIONALITY like the call centre.

At the moment, customers CANNOT AMEND ANY RESERVATIONS in our WBS (Website).

Hence, the amendment policy is not really functional but it has an information purpose on the WBS.

So, it is really not the functionality but the DESCRIPTION of the amendment that becomes important in WBS because it

builds part of the information of the rate code for the booking customer.

How Do I Create Amendment Policies in XMS Configuration?


1. Click the top domain.

2. Go to DOMAIN > POLICIES > AMENDMENT.

3. Click ADD.
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4. SAMPLE AMENDMENT POLICY:

• CODE – Enter a unique code

• NAME – Enter the name for this amendment policy.

This will show up in the WBS as part of rate code detail description.

• DESCRIPTION – Enter a description to the code function of the amendment policy.

This will show up in WBS as part of rate code detail description.

• SORT CODE – Optional. Enter a sort code number.

In case of multiple amendment codes, this will determine the sorting order of display
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5. Since there is a potential money involved like the fees, you need to select a sales type.

Select the one you just created, Revenue.

6. Once done, click SAVE & CLOSE.

Ensure that the system prompts you that the record has been saved successfully.
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CHILD RATES
This determines how we CALCULATE the CHILD RATES.
You must have at least one set up for this as this is mandatory for rate setup.
This is now the number 4 of the mandatory policies within each rate code on property level.
There is the cancellation code, guarantee code, amendment code and child rate code.

How Do I Create Child Rates Policy in XMS Configuration?


1. Under the property domain, click the property.

2. Go to PROPERTY > POLICIES > CHILD RATE.

3. Click ADD.
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4. SAMPLE CHILD RATE RECORD:

You will see two tabs namely, GENERAL INFORMATION tab and the AGE RATE POLICIES tab.
The sample child age categories, namely the BABY (Age 0 to Age 3) and the CHILDREN, are displayed as subtabs under
the AGE RATE POLICIES tab.
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Under the Age Rate Policies tab > Baby subtab, below means that BABY is FREE of any charges.
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Under the Age Rate Policies tab > Children subtab, below means that you have published the CHILD RATE and that the

rate is 100% of the CHILD RATE.

DO NOT FORGET TO ENTER THE CORRECT PERCENTAGE.

Example, the 100%.

Otherwise, you will NEVER be able to BOOK CHILDREN.

5. Once completed, click SAVE & CLOSE.

Ensure that the system prompts you with a message that the record has been successfully saved.
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XMS RATE CONFIGURATION


As a summary, the WORKFLOW of RATE CREATION from PROTEL to XMS to RDX should be:

1. Create rates first in Protel.

2. Then, create rates in XMS.

3. Map XMS rates to Protel rates via the DCS table in Protel FO.

4. Check the XMS Rate Grid to verify the exported rates from Protel.

5. If you are using RDX as your Channel Manager, create these rates in your RDX account.

6. Map RDX rates to XMS rates via the XNCRS tab in your RDX account.

7. Then, do the final mapping between XMS rates and RDX rates via Siteminder Distribution Channel Room

Rate Mapping in XMS Configuration.

8. Check Inventory Grid of RDX to verify if rates from XMS have been delivered correctly.

9. If everything is correct, proceed to do Channel Mapping where you map RDX rates to OTA rates.

For this manual, we will focus on XMS CONFIGURATION.

Hence, it is understood that you have already correctly setup your rates in Protel where you set up rate groups, rate

codes, rate code details and rate availability.

For example, you have a Protel name rate called BARWBS which you want to make available for your website and
OTAs and its rate value for October are as follows:
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In XMS, there are three major steps involved in the RATE CONFIGURATION.

These are:

• CREATE DOMAIN RATE PLAN

All Rate Plans are configured at Domain Level.

In Duyen Ha’s case, we configured this at the PROPERTY DOMAIN LEVEL.

But take note that these rate plans DO NOT CONTAIN ANY SPECIFIC VALUES NOR ANY CURRENCY, but is a

way to group everything together.

The domain rate plan is like a shell where you dictate the following conditions:

o DISTRIBUTION CHANNELS

Under the 'Dist Channels' tab, you select the channel that you wish this rate to be visible on.
This of course depends on the contract and what channels Duyen Ha will be signed up with.

o PROMOTION CODES

Enter here any promo codes.


But the rate plan “type” should be PROMOTIONAL.

o MODIFIERS

If you wish to attach a booking modifier to the rate plan like applying a DISCOUNT percentage that
will reduce the rates attached by that amount, then do so under the 'Modifiers' tab.
You can also set here a FIXED AMOUNT to be added on the rate coming from Protel.
If no discount or no fixed amount, then just leave this blank.
The result will be, the XMS rate will exactly be the same as the Protel rate since you did not set up
any modifiers.

o EXTRAS

Attach any applicable extras.

• CREATE DETAIL BLOCK LIST

All Property Level Rate Codes, must contain a Rate Detail Block.

The specific Rate Detail Block will contain the RATE GRID for this specific property.

Generally, the standard naming conventions for the Rate Detail Block configured should make sense and be

similar to the Rate Code that is being attached.


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In the Detail Block record, you will set up here the RATE LEVEL which is the MOST IMPORTANT part of the

detail block list.

Later on once XMS rate is mapped to Protel rate in protel DCS table, the rate amounts in rate code detail of

the Protel rate will be exported to the matching RATE LEVEL set on the detail block and will be shown/updated

on the XMS 'Rate Grid'.

Hence, it is NOT THE RATE CODE that is being matched.

It is the RATE LEVEL.

The Rate Detail Block that is configured, can be attached to as many rate codes as required.

• CREATE PROPERTY PLAN

After creating the rate DETAIL BLOCK and the DOMAIN LEVEL RATE PLAN, you attach these two to create

PROPERTY RATE PLAN.

Then, you can add the ROOM TYPES you wish to sell with this rate plan and indicate the BOOKING RULE.
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DOMAIN RATE PLAN

How Do I Create Domain Rate Plan in XMS Configuration?

NOTE:

For our example, we will have no promo codes and extras.

We will only have a sample modifier showing an additional charge on the Protel rate.

1. Click the property domain.

2. Go to Rate Management > Rate Plans.

3. Click Add.
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4. SAMPLE DOMAIN RATE PLAN

Under the 'Dist Channels' tab, you select the channel that you wish this rate to be visible on.
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Below means that when a guest books and stays any day from July 10, 2017 to Feb 21,2018 and books with a child

(ages 4 to 11 yrs. Since CHILD2 refers to this age group in our example), there is an ADDITIONAL FIXED AMOUNT of

231,000 VND PER CHILD.

NOTE:

There is no F&B SPEND (F&B consumption) in XMS.

You would have to create that rate code properly in Protel.

In XMS, it is just a notice or a description.

For example you sell a package at 3,378,375 VND and there is breakfast inclusive, tour inclusive etc, these are in the

DESCRIPTION.

You don’t have to do these in the modifier because you already created a rate code in Protel with a 3,378,375 VND.

So, modifiers are only for modifying rates (either increase or decrease) that comes from Protel base rate.

5. Since no promo codes and extras are attached to this rate plan, just simply go back to the GENERAL INFORMATION

tab and click SAVE & CLOSE once done.


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DETAIL BLOCK LIST

As discussed, you will set up in the Detail Block record the RATE LEVEL which is the MOST IMPORTANT part of the

detail block list.

And once XMS rate is mapped to Protel rate via DCS table, the rate amounts in rate code detail of the Protel rate

will be exported to the matching RATE LEVEL set on the detail block and will be shown/updated on the XMS 'Rate

Grid'.

Hence, it is NOT THE RATE CODE that is being matched.

It is the RATE LEVEL.

How Do I Create Property Detail Block List in XMS Configuration?

1. Click the property.

2. Go to RATE MANAGEMENT > DETAIL BLOCK LIST.


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3. Click ADD.

4. Under the GENERAL INFORMATION tab, enter a unique CODE and NAME of the detail block.

Select PROPERTY for the OCCUPANCY RESTRICTION BASE.

Enter description but this is optional.

Once done, click SAVE.


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5. Go to the ROOM TYPE tab.

For the GUEST ROOM TYPE field, select the guest room type that should be sold with this rate plan.

NOTE:

Room types should have been created first so these will be displayed in the GUEST ROOM TYPE field.
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For example, select DLXK – Deluxe Room.

Enter “0” for the CRIB RATE field and for the ROLLAWAY RATE field.

Then, click SAVE.


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Enter the RATE LEVEL.

NOTE:
Each room type has to have a RATE LEVEL (at least one) and this rate level is actually the instance where the VALUE
sits. Otherwise, there is NO VALUE and NO AVAILABILITY.

So within the detail block, you have the RATE LEVEL which has the VALUE that needs to be exactly the name that you
have mapped in the DCS table. The DCS table talks to this.

It is highly recommended that the RATE LEVEL CODE would be the same with the Detail Block Code/Domain Rate
Plan Code so that it would be easily identifiable when mapping to Protel rate code during the DCS mapping in Protel
FO.

Then, click SAVE & NEW.


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Notice that the saved rate level called BAR was moved to the left side where you see the RATE LEVEL COLUMN under
the ADD and DELETE buttons.
Then, click the SAVE & NEW button and the system will display the saved rate level called BAR under the RATE LEVEL

column found at the far left side of the Detail Block screen.

6. Repeat steps for the other room types. Make sure you indicate the same rate level.
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NOTE:

If you have many room types and all of these should be sold with this rate plan, just simply click the ADD ALL ROOM

TYPES button.

System will then add all the room types you have created via PROPERTY > ROOM TYPES.

This is a time saver when you are dealing with a big property.

Then, you can use the COPY RATE LEVELS to quickly copy the rate level to all the room types selected instead of

manually entering the rate level per room type.


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In the FROM ROOM TYPE field, simply select the room type you have already assigned a rate level.

Then in the TO ROOM TYPE field, select the room type where the rate level will be copied to.

Then, click OK.

7. Once done, go to the GENERAL INFORMATION tab and click SAVE & CLOSE.
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PROPERTY RATE PLAN

After creating the rate DETAIL BLOCK and the DOMAIN LEVEL RATE PLAN, you attach these two to create the

PROPERTY RATE PLAN.

Then, you can add the ROOM TYPES you wish to sell with this rate plan and indicate the BOOKING RULE.

How Do I Create Property Rate Plan in XMS Configuration?

1. Click the property.

2. Go to RATE MANAGEMENT > RATE PLANS.

3. Click ADD.
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4. SAMPLE PROPERTY RATE PLAN

Under the GENERAL INFORMATION tab, select the related domain rate plan and the related detail block.

For the SALES TYPE, select REVENUE.

For the ALTERNATIVE NAME and the ALTERNATIVE DESCRIPTION, just leave blank.

Click SAVE.

5. Under the GUEST ROOM TYPE, select all those rooms that you wish to sell with this rate plan.

Occupancy Restriction Base is set to PROPERTY by default. Just leave as is.

For example, select DLXK – Deluxe Room.

NOTE:

Even though you have already selected the room types on your detail block, you still need to assign room types again
on the property rate plan.

For example, the detail block created has 15 room types as the value but on a particular property rate code, the hotel
only wants to sell two room types like Standard or Premium.
So, you can nominate just these two room types under the GUEST ROOM TYPES tab of the property rate plan.
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6. Click SAVE & NEW.

The saved guest room type will then be displayed at the left side of the screen.

7. For example if you have another room type called Premium Room (PRMK), then simply repeat steps.
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NOTE:

If you have a lot of room types and these should be sold with this rate plan, you could simply click the ADD ALL ROOM

TYPES instead of adding them one by one.

This is a time saver.

For our example, we want to SELL ALL ROOM TYPES.

Hence, we just simply click ADD ALL ROOM TYPES.

This is all what you need to do under the GUEST ROOM TYPES tab.

8. System now displays all the room types.

As of this stage, the PROPERTY RATE PLAN now has VALUE from the DETAIL BLOCK and CONDITIONS (be it modifiers,

distribution channel, promotion codes and extras) from the DOMAIN RATE PLAN.

But NOT YET AVAILABLE ON THE CHANNEL because NO BOOKING RULES yet have been set.

9. The BOOKING RULES tab is the instance where all your domain policies come together, namely the cancellation,

guarantee, child rate and amendment policies.

Also, it is in the BOOKING RULES tab where you tell the system when can the customer STAY on that rate, when they

can BOOK on that rate, any length of stay (LOS) restrictions, Advance Purchase Days conditions.

The BOOKING RULE tab is probably one of the most important configuration areas when it comes to creating a Rate

Plan.
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You can do this one of 2 ways:

• Create a new Booking Rule from scratch


• Or copy a booking rule from another rate plan.

To create from new, you would give it a name/code, a date range for both 'Stay Dates' and 'Booking Dates', any LOS

restrictions, and Advance Purchase Days.

If none of the other areas require any settings, “0” must be set.

For our example, we will create the booking rules during the HIGH season.

Hence, we will call this BARHIGH.

NOTE:

The details you have set for LOS Days and for the Adv. Purchase Days found at the upper part of the screen should

also be the same with the details for LOS Days and for the Adv. Purchase Days found at the lower part of the screen.
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Then, select the applicable policies and click UPDATE.

And you will see below.


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Now, click SAVE to save the booking rules.

Once you save the booking rules, you will see the main details on the left side of the screen.

Now that we have the booking rule, this makes the rate AVAILABLE.

This is the last step but VERY IMPORTANT STEP because without the booking rule, rate will never be published.

99% of availability/visibility problems lies in the booking rules.


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NOTE:

To copy a Booking Rule from a previously configured Rate Plan, simply click 'Copy Booking Rule' and select the

property, the Rate Plan, and the Booking Rule you wish to copy.

All that is then required is for you to assign this one a name, and 'Save'.
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Please also note that you can attach multiple booking rules here as you wish, so long as they do not overlap.

Very useful if you have varying seasonal requirements where deposit/cancellation policies may change throughout the

year.

Moreover, the conditions of the arrival date will apply.

If you book in a low season but stay into the high season, you will get the conditions of the low season.

Whatever is the arrival date, that will be followed.

10. Once done, go back to the GENERAL INFORMATION tab and click SAVE & CLOSE.
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DCS MAPPING
There are several areas that should be mapped at this stage:

1. mpehotel - The 'Value' of this must match the Property Code configured on XMS Configuration.

This is done only once.

2. Payment Methods - The 'Value' must match exactly to the Payment Method code created on XMS Configuration.

This is done whenever you have new payment methods that need to be available on XMS website / OTAs via RDX.

3. Room Type - These 'Value' should also match exactly the Room Type Code configured on XMS Configuration

This is done whenever you have new room types that need to be available on XMS website / OTAs via RDX.

4. Rate Code - These 'Values' must match the Rate Plan code, and the Rate Level codes created on XMS

Configuration.

This is done whenever you have new room rates that need to be available on XMS website / OTAs via RDX.

5. Member Card - This would be used to match a source profile sent from XMS for each channel.

This is done only once.

When all mapping is in place, any changes made to any of these areas will be automatically exported.

We will cover each step in the succeeding pages.


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1. First, go to PROTEL FO > RESERVATION > DISTRIBUTION CHANNEL SETTINGS.

2. Type in the instance # 5101.


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3. Mpehotel

In XMS Configuration, and via property DOMAIN > PROPERTY LIST, this should be the code used for the selected

property.

In this example, it is 'DEMO'.


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Therefore in protel DCS table, for Type 'mpehotel', the 'Value' should also be 'DEMO’.

TYPE = mpehotel

Then, click NEW to create a new record.


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4. PAYMENT METHODS

In XMS Configuration via PROPERTY > POLICIES > PAYMENT, this is the Code used for a specific Payment Method.

In protel DCS table, the payment method 'Value' should also match this code.

Then, click NEW to create a new record.


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5. ROOM TYPE
In XMS Configuration under the PROPERTY > ROOM TYPES, use the 'Code' for the selected Room Type.
In protel DCS table, the 'Value', should also match this code.
Then, click NEW to create a new record.
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6. RATE CODE

Type = rate code.

Select the Protel rate in the protel field.


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For the Value field, enter the XMS RATE LEVEL VALUE which is located in your DETAIL BLOCK LIST record.
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Click NEW to create a new record.


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7. Member Card

TYPE = member card

In the protel DCS table, the value should be set to '(default)'

Click NEW to create a new record.


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XMS RATE GRID


If connected via IDS Interface, and the correct mapping procedures have been followed and once the export

from Protel has been completed, the rates should have exported to XMS.

And we can simply view these exported rates from Protel under the DAILY RATE UPDATE AND REVIEW tab in the

RATE GRID screen.

Rate grid is accessible from property level.

From here, there are a number of options:

• Rate Detail Block.


• Room Type.
• Rate Level
• Rate type

1. Click the property.

2. Go to RATE MANAGEMENT > RATE GRID.


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3. Do the following:

• Select Rate Detail Block


• Select the Room Type – For example, select DLXK.
• Select the Rate Level
• Always select the Rate type of 'Daily'

And refer to the DAILY RATE UPDATE and REVIEW tab.

Below you will see the exported rates from Protel.

Check that the rates matched with the rates indicated in the RATE CODE DETAIL record in Protel SD of the selected

room type.
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If we compare, we can see that Protel rates have been successfully exported to XMS.

XMS Rate Plan Configuration is now COMPLETE.