Profile Company: Unterschied zwischen den Versionen
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[[Image:Company_Setup.PNG|500px|Company Setup]] | [[Image:Company_Setup.PNG|500px|Company Setup]] | ||
| − | In the company setup [[My agency#Section 'Custom Field definitions'|Custom Field definitions]] can be created for a specific company. | + | In the company setup [[My agency#Section 'Custom Field definitions'|Custom Field definitions]] and [[My agency#Section 'Custom Publish Actions'| Custom Publish Actions]] can be created for a specific company. |
== CSV Download / Upload == | == CSV Download / Upload == | ||
Version vom 9. November 2016, 10:37 Uhr
Inhaltsverzeichnis
General
In this tab company profiles will be created and modified.
Layout
User Interface
Section 'General'
| Field | Description |
|---|---|
| Parent company | Administrative assignment of a company, which is the main company. |
| Share Administrator | All Administrators from the company are eligible in all traveller profiles, which are associated to one parent company organisation |
| Customer No. | AIAN of the company (also synchronized as PIN). In case the customer number is the same as the parent company, no PIN is published. |
| Company | Enter the full name of the company. |
| Short name | Must be unique in the GDS (PCN)! |
| Street | Register the street of the company. |
| Street 2 | Add additional street address. |
| ZIP | Register the ZIP code of the company. |
| Place | Enter the place of the company. |
| Country | Chose the country. |
| phone | Enter the main phone number. |
| Fax | Enter the main fax number. |
| E-Mail, E-Mail 2, E-Mail 3 | Enter the main E-Mail addresses of the company. |
| UUID | Add the database number, which is relevant for CSV Uploads (column: company.uuid) |
| Subsidiaries | Register the parent company or companies, which are associated to the parent Company. |
| Form of payment / Credit Cards | Register multiple credit cards. |
| Card Type | Register card type |
| Creditcard No. | Register the Credit card number. |
| Expiration | Add the expiration date of the credit card (Format DD/YY) |
| Remark | Register additional remarks to the credit card |
| Use as form of pamyent | This credit Card is written as FoP (F. or FP) in the GDS's. |
| Add new | Register unlimited credit cards |
| Other forms of payment | Drop down of cash or invoice |
| Rail form of paymnet | Drop-down of cash or invoice and stored credit cards. Only available in the company profile and if Rail module is activated in the agency. |
| Personal cards | Here you can specify how the traveler may use a personal credit card.
|
Section 'Interface setup'
| Field | Description |
|---|---|
| Personal CC on | Configuration in which AeTM Field (possible values CC1, CC2 or CC3) the first personal credit card will be transmitted. |
| 2nd Personal CC on | Configuration in which AeTM Field (possible values CC1, CC2 or CC3) the second personal credit card will be transmitted |
| 3rd Personal CC on | Configuration in which AeTM Field (possible values CC1, CC2 or CC3) the third personal credit card will be transmitted |
| Target GDS | Drop down of Amadeus, Galileo, All (Amadeus and Galileo) |
| Travel Department OID | Register the Amadeus Office ID to which the profile will be synchronized. If the field is empty, the profile will be synchronized to the main office ID. |
| Travel Department Org-ID | Register the Amadeus Organisation ID (allocated to the OID). |
| Reporting Office |
The Amadeus Office ID will be transmitted as "shadow destination". |
| AeTM Site-Name | The ending of the URL http://e-travelmanagement22.amadeus.com/Login/umbrella is used. |
| Site Code | Entry of the AeTM main community (L1). If AeTM UI Integration is in use (custom integration) the Site-code can only be used once in a company profile. |
| Main Group | Drop down of the travel groups, which is the main travel group. |
| Disconnect travellers from AeTM | All AeTM login names in the traveller profils, AeTM Site Name, Site Code, Main Group and Travel Groups will be removed. No deletion of AeTM profiles will be done. |
| Agency Location | Entry of the 3-letter-Code where the agency/company is located. (Galileo Phonefiled Element) |
| Cytric org | Search of the respective Cytric Location and Divison for the profile. |
| Cytric server | Entry of Cytric server if differs form the standard agency setting |
| Disconnect travellers form Cytric | All Cytric login names in the traveller profiles, Cytric Org Id and Travel Groups will be removed. No deletion of Cytric profiles will be done. |
| Travel Groups, Group ID, Description |
Company related AeTM communities or Cytric Travel Policy Group indluding free text description |
Section 'Preferences'
| Field | Description |
|---|---|
| Web-Card | Payment for online bookings or none GDS bookings with a credit card (drop down of existing credit cards) |
| Used by traveller | Here you can specify how the traveller is allowed to use the credit card.
|
| Airline Company program | |
| Airline | Choose the Company Airline loyalty programs by using the drop down menu. |
| Published as | CSX prefix command (OSI or SK) |
| Hotel Travel guidelines | |
| Guarantee hotel | Guarantee for hotel with a credit card (drop down of existing credit cards). |
| Used by traveller | Here you can specify how the traveller is allowed to use the credit card.
|
| Hotel chain | Choose the Hotel chain by using the drop down menu. |
| Rate code | Definition of the rate code (e.g. RAC, COR). One rate code per chain is permitted |
| Customer Request | Enter a free text. |
| Car Travel guidelines | |
| Guarantee car rental | Guarantee for car rental with a credit card (drop down of existing credit cards). |
| Used by traveller | Here you can specify how the traveller is allowed to use the credit card.
|
| Company | Drop down menu with relevant car rental companies. |
| Corporate Discount Nummer | Customers Corporate Discount Nummer |
| Customer Request | Free text requests |
| Preferred Rental | Preferred Rental are registered as PPC in Amadeus CSX. |
Section 'Your Team'
| Field | Description |
|---|---|
| Agency | 
Travel Agency to which the company is allocated. |
| Confidential |
free text |
| Email delivery |
|
| E-Mail invoice delivery | E-Mailaddress which is used for invoice delivery. This field can be used in Custom publish action, source 'emailInvoiceDelivery'. |
Section 'Comment'
Comments are free text formats.
Module: CSX
Comments will be transmitted as profile notes in Amadeus CSX.
Section 'Log'
The log is a history of all saved modifications. The log shows date, time, user and status "saved profile".
Workflow / Processes
Company create / modify
Company profiles can be created, edited and deleted. Create a new Company in the tab "Companies" by clicking on "Manage companies" and a second click to the green "plus icon". This will create a new empty input mask for a company profile. The deletion of a company profile also deletes all associated travellers. After saving a company profile (new or modifications) the profile data is transmitted to the relevant systems. A status message is shown in the Section Publishing.
Company profiles are not transmitted into AeTM or Cytric
Company setup
In the company setup Custom Field definitions and Custom Publish Actions can be created for a specific company.
CSV Download / Upload
All traveller profiles from a specific company can be downloaded and uploaded via a CSV-File (comma-separated values).
Every single data fields in the CSV will be transmitted into the Faces Profile. Please take into account::
- Mandatory fields have to be completed in the CSV
- Dates like birthday must have the Format dd.mm.yyyy (e.g. 23.06.1962)
- The modifications of numbers (credit card numbers, frequent Flyer numbers) in Microsoft Excel in a CSV-file have some specifications! In Microsoft Excel a number, with more than 15 counts, is automatically displayed exponentially.(KB214233). Numbers like 12345678901234567 will be converted in 1.23457E+16. To prevent this situation, numbers should be captured including spaces, e.g. '1234 5678 9012 34567'.
If the upload leads into an error the relevant messages are shown. A printable version of the error message is available in "errorfile".
Update of existing profiles
If an existing profile will be updated, the "uuid" and/or "record locator" must be present in the CSV. The record locator refers to the Amadeus CSX Profil-Recordlocator.
Module: AeTM
If an AeTM profile is created from an existing Faces Profile, the CSV-files must contains the following columns:
| Column | Discription | Value |
|---|---|---|
| sortedTravelGroups0.groupId | Travel groups / Main travel group | Community-Code, sortedAetmRoles0.community is always the Home-Community for the traveller |
| sortedTravelGroups1.groupId,sortedTravelGroups2.groupId, etc. | Travel groups / Further travel group | further Communities, it can be done any numbers of communities (numbering: sortedTravelGroups"X") |
| sortedTravelGroups0.role ,sortedTravelGroups1.role ,sortedTravelGroups2.role, etc. | Travel groups / Role | AeTM Roles:
|
| sortedPublishStates1.id.publishtarget | Target system | Insert the value "AETM" for a transmission into AeTM |
| sortedPublishStates1.recordlocator | Target system identification number/name | AeTM Login Name |
| To synchronize the existing AeTM profile with an existing Faces Profil, the AeTM Login name must be entered. In case of empty "sortedPublishStates1.recordlocator" a new AeTM profile is created. | ||
Technical/Functional Details
Field-Mapping
| Faces | CSX | umbrella.net |
|---|---|---|
| Customer No. | AI AN, PIN | No. |
| Company | AP | Name |
| Short name | PCN | Name |
| Street | AB/AD1 | Street / No. |
| Street 2 | n/a | |
| ZIP | AB/ZP | ZIP |
| Place | AB/CI | City |
| Country | AB/CO | Country |
| Phone | AP -B | Telephone 1 |
| Fax | AP -F | Fax |
| E-Mail, E-Mail 2, E-Mail 3 | APE or RM*EMAIL | |
| Form of Payment / credit cards |
FP (if "use as form of payment is activated) |
Credit Card (Main or Logde) |
| Other forms of payment | FP INV or FP CASH | Credit Card (without Main or Lodge) |
| Rail form of pamyent | Module: Railif module Rail is active
|
n/a |
| Web-Card | n/a | |
| Airline Company program | n/a | |
| Airline | SK oder OS | n/a |
| Guarantee Hotel | PHI/G | n/a |
| Hotel Travelguidelines | n/a | |
| Hotel chain | PHI/CO | n/a |
| Rate-Code | PHI/SR | n/a |
| Customer Request | PHI/SI | n/a |
| Car Travelguidelines | n/a | |
| Guarantee car rental | PHI/G | n/a |
| Company | PCI/CO | n/a |
| Corporate Discount Number | PCI/CD | n/a |
| Customer Request | PCI/SI | n/a |
| Prefered Rental | PPC | n/a |
| Confidential | RX | n/a |
| E-Mail delivery | n/a | |
| E-Mail invoice delivery | n/a | |
| Reporting Office | FK and ES | n/a |
| Comment | PN | n/a |
Profile actions
COPY
Company name, phone, fax
name,phone,fax
Customer No.
externalnr
Email, Email2, Email3
email, email2, email3
Hotel chain
hotelmemberships#.alliance
Hotel rate code
hotelmemberships[#].membernumber
Car rental company
carmemberships#.alliance
Car rental Coperate Discount Number
carmemberships#.membernumber
Car rental customer reqeust
carmemberships[0].additionalinfo
Credit cards (Credit card vendor, number, expiration)
sortedCreditcards#.type, sortedCreditcards#.number, sortedCreditcards#.expiration
Credit card if "use as FoP" set to true
fopCreditcards#.
Credit card if "use as FoP" set to false
sortedCreditcards#.
Guarantee Hotel
hotelGuaranteeCard
Guarantee car rental
carGuaranteeCard
Web-Card
webPaymentCard
Ohter forms of payment
additionalFormOfPayment
Rail form of payment
formOfPaymentRail
Generic fields, e.g. in Section "Preferences"
mergedgroups:general.header_prefs:0.value
Travel Groups -Group ID
travelgroups[#].id.groupId
Parent company
parentCompany.name
Airline Company program (Airline)
airlineincentives#.alliance
Airline Company program (Infotext)
airlineincentives#.additionalinfo
Email invoice delivery
emailInvoiceDelivery
Cytric Source
Location
cytricLocation
Division
cytricDivision
FILTER
Filter Company name
//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '5'][1]
Filter phone business
//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '3']
Filter Fax
//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = 'P01']
Filter customer no. / AIAN
//accountingSection[accountingInformation]
Company address
//addressSection
Filter PIN
//generalProfileInformation[globalIndex]
Filter Car Travelpolicy
//carCustomerInformation
Filter Hotel Travelpolicy
//hotelCustomerInformation
Amadeus CSX
Change of Travel department OID
If a new travel department OID is registered (or modified) on an existing company, then:
- The company in the old OID is deactivated (also all associated travellers are deactivated)
- A new company in the registered OID is created
- In Faces all CSX record locator of all travellers will be deleted. Within the next 60 minutes all travellers affected are created in the new OID
AeTM
Company profiles will not be synchronized into AeTM.
Cytric
Company profiles will not be synchronized into Cytric
