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Dolphin Dynamics

Dolphin Travel Platform Upgrade

A Guide to New and Improved Functionality

The major enhancements contained within the R15.4 release

Copyright © 2015 Dolphin Dynamics Ltd.

The information contained herein is the property of Dolphin Dynamics Ltd. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Dolphin Dynamics Ltd. Dolphin Dynamics Ltd. 3

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TABLE OF CONTENTS

Introduction ......................................................................................................................... 1

Key Items for Review .......................................................................................................... 1

Booking Management Module................................................................................................... 1

66133: CUSTOMER PROFILE SOURCE CODE 1 69620: AUTO VENDOR RECONCILIATION 2 64850: UNACCRUED VENDOR PAYMENTS DUE REPORT 3 69652: ANALYTIX REPORTS 4 69830: DOCUMENT IMAGE FUNCTIONALITY TO ADVANCED REPORTS 5 69306: STAFF IMAGE 7 67117: CUSTOMER PROFILE BRANCH CODES 9 70374: INTERFACING: IS LEISURE FLAG 10 75983: INTERFACING - AUTO PNR 11 68542: GALILEO – AIR TICKET ISSUE DATE 13 61374: PARTIAL INVOICING VIA BULK PRINTING 14 66970: SCHEDULED TASKS AS WINDOWS SERVICES 16 68280: USER SETUP 16 69869: IATA TERMS & CONDITIONS: 17 70373: BULK PRINTING FRIENDLY NAMES 17 80984: INTERFACING AUTO PNR - PROMPT TO DELETE 18 76011: EVOLVI INTERFACING AGENT CODE 18 62182: DATABASE ARCHIVING 19 77718: REMARK TYPES 20

Reservation Module ................................................................................................................. 21 64491: ADD NON-PACKAGED ITEMS TO A PACKAGED FOLDER 21 76039: SUPPORT FOR SPECIAL OFFERS 23 66409: HOTEL SEARCH BY EXTRAS RATE CODE 24 75924: CANCELLATIONS MANAGEMENT 29 76855: CBE HOTEL INFORMATION DISPLAY 31 65572: INSURANCE – ALLIANZ 33 70866: CHECKLIST FUNCTIONALITY FOR CBE USERS: 33 71161: PREFERENCING 34 76023: BOOK ORDER WITH SHOPPING CART ITEMS IN PARALLEL 34

Dolphin Dynamics Release Document R15.3_Customer 1

Introduction

This document has been created using the text from release notes plus additional notes, documentation and screenshots to help us understand the logic of the new features/enhancements.

For full information please refer to the original version of the release notes, related TFS and latest FTS/change request version and other related documentation.

Key Items for Review

Booking Management Module

66133: CUSTOMER PROFILE SOURCE CODE

Current Functionality: Once you have populated the Source code in a customer profile this field is locked down. So if you have populated the incorrect source code you are not able to change this and have to recreate the profile again.

New Functionality: When a Source Code in a customer profile has been populated, this field is now editable and can be changed or removed.


69620: AUTO VENDOR RECONCILIATION

Underlying Requirements: IATA have introduced a new BSP DISH file format (DISH 22) which we need to support for all customers who use this file format in the auto vendor payment rec tool. The new file format kicks in from 01Jun15 onwards (the exact date varies by country) and the old format will not be supported after that date. . New Functionality: During IATAs global rollout of DISH 22, “BSP DISH 22” will co-exist alongside the existing BSP DISH 20” format in the Booking Management module and a user should therefore ensure that they select the correct format.


The reconciliation process remains unchanged, but for DISH 22, minor improvements have been made to the information captured and displayed when selecting Inv details from the exceptions grid.

BSP DISH will be retired in a subsequent release, most likely together with the BSP Australia Only and BSP New Zealand Only (ASCII) formats. For more information about when you will start to receive DISH 22, you should contact your local IATA representative. For more information about formats that will eventually be retired or the functioning of BSP Auto reconciliation, you should contact Dolphin Support.

64850: UNACCRUED VENDOR PAYMENTS DUE REPORT

Underlying Requirements:

A requirement has been identified for some Dolphin customers to see their full vendor liability, both

for those items/pricings that have been accounted for and also those that have not. They want this

on one report.

New Functionality:

A new report named 'Un-accrued vendor Pmts due' is now available in the BMM.

It is based on VendPmtsDueFPs_VW (used for Vendor Commission Chaser Letter). This report is

similar to ‘Vendor Payments due', but it does not split the Balance and the Deposit payments.

The design/columns and report friendly names are exactly the same as the existing vendor

payments due report.

It also has the Pricing Min Accounting Date as friendly name and as a default report filter.


The following columns are available in the report:

Branch Code Folder No

Departure Date Customer Name

Product Payment Due Date Buy Amount

Buy VAT Amount Commission Amount

Commission VAT Amount Sell Amount

Vendor Curr Due Amount Branch Curr Due Amount

69652: ANALYTIX REPORTS

New Functionality:

Dolphin has partnered with the Travelogix Tld - a quick, easy access to travel management reports, analysis and presentations for TMCs and their clients. With Travelogix can get a full software system that can help you improve efficiency, reduce costs and boost customer satisfaction. Travelogix is also a powerful tool that provides clear, accurate and stylish graphical analysis reports to present to your clients, showing them that your service is cost effective, efficient and of the highest standard.

A new set of Analytix export reports have been created in conjunction with Travelogix, under Statistics Reports. These are:

Analytix Header Detail Analytix Air & Rail Detail

Analytix Car Detail Analytix Hotel Detail

Analytix Other Detail Analytix UDF Detail

Analytix Invoice Detail


Please see individual reports description for further details.

69830: DOCUMENT IMAGE FUNCTIONALITY TO ADVANCED REPORTS

Underlying Requirement:

To allow document imagery to be configurable on Advanced Reports

New Functionality:

An image can now be uploaded to Dolphin to be used as a header and footer on the advanced reports.

To upload an image, go to Search-> Document Images->Add.

The image type field is now called the Header/Footer.

Two lookup fields labelled “Header Image” and “Footer Image” have been added to the Report

Details accessed by clicking the retrieve button in the Advanced Reports > Query Template tab.


Both fields appear under the Report Options section.

The Design Reports security profile settings controls the ability of a user to add header and footer image to the reports.

The following reports are available in the 15.4 version. Some additional reports will be available in one of the future version of Dolphin.

Customer Statement Flight Manifest Report

Customer Activity Statement Report Fare Savings Report

Company Sales Detail Report Company Land Sales Summary Report

Company Sales Summary Analysis Report Company Ticket Sales Summary Report

Company Annual Sales Analysis Report Company Sales by Traveller Report

Carbon Offset Report Vendor Remittance Advice Report

Insurance Remittance Advice Vendor Commission Chaser Letter

Vendor Commission Invoice Report Hotel Reservation Fax

Booking Details Report Client Whereabouts Report

Outbound Manifest Group Manifest

Group Pax List Rooming List Report

Head Office Agency Statement – Deposit and Balance Breakdown Report

Customer Statement – Deposit and Balance Breakdown Report

Agency Statement – Deposit and Balance Breakdown Report


69306: STAFF IMAGE


The requirement was identified to make customer documents unique to the reservation agent who created the booking.

New Functionality:

In order to allow agents to personalise customer documents, users are now able to load images against their user profiles and select this image for inclusion on documents.

A new User Image button has been added to the User area of the User Setup dialog

(Options - > User Setup):

Notes: The URL option is still under development. This will allow specifying the location of the image rather than uploading it.


And in order for this image to appear, select the 'Folder Staff Image' checkbox under the documents setup.

A staff image can currently be printed on all documents except 'Invoice' and 'Credit Note'.

Note: It is not possible to upload staff image to Dolphin from the Search menu option.


67117: CUSTOMER PROFILE BRANCH CODES

New Functionality:

Within the Security Profile user settings it is now possible to limit the access to profiles to specific branches only. The Customer Branch Filter button will now appear within the Security Profile window under the Roles/Profiles tab if a user is a multi-brancher. All the branches are selected within the grid by default for the user to deselect those that are not required.

New check box "can view customer branch code" on the top right hand side of profile. Also in user security override.


70374: INTERFACING: IS LEISURE FLAG


Whenever a company account code is present, Auto-PNR will create a company folder by default as there is no way to tell if the booking is in fact a leisure booking for the client. Consequently the folder “Leisure” flag is never set in these circumstances and the upshot of this is that the bulk printing module would always generate a company invoice.

New Functionality: GDS and Evolvi handoff files that contain a remark or attribute which highlights that the folder is a leisure one can now be successfully interfaced in the booking management module. In these folders the Leisure checkbox will be ticked.

Is Leisure Folder indicator This remark/attribute will be used when creating/updating a company folder from a GDS handoff file (AIR/IMR/IUR/MIR) or an Evolvi XML, whether manually or automatically processed.

The remark/attribute formats will be as follows:-

Amadeus - RM*ILF/

o ILF - the tag to tell BMM that this is a Leisure Folder

o ‘-‘ & ‘/’ - separators

Galileo - DI.FT-ILF/

o ILF – as above

o ‘-‘ & ‘/’ - separators

Sabre - M801#ILF/

o M8 – the sabre line tag

o 01 – the number this M8 line is within the M8 lines of the IUR

o ILF – as above

o ‘#’ & ‘/’ – separators

NOTE:- Entered in the PNR as

Evolvi - Passenger level - CCCode="/ILF" (As present in this collection<CustomField Value="6" CCCode="/ILF" Label="CUST ILF" Code="6"/>) Booking level - Code="/ILF" (As present in this collection<CustomField Value="11" Code="/ILF"/>) If a CCCode of “/ILF” is present, this will be used. If not, then we check for a Code of “/ILF”. BMM will only need one instance of “/ILF” to be present – at either level - to create a Leisure folder. NOTE:- All other attributes in these collections will be ignored, it’s just the presence of the “CCCode” or “Code” with a value of “/ILF” that will cause BMM to create a Leisure folder (when


applicable).

ILF - the code type indicating a Leisure Folder

‘<’, ‘>’ and ‘/’ – XML separators NOTE: Code type must be wrapped in double speech marks. Value will be ignored and can therefore be any value, including blank (as per the example above.)

The rules/logic associated with interfacing these remark/attribute types into BMM will be as follows:-

For the GDSs, the final ‘/’ separator is required, else the remark will be ignored

For the GDSs, all characters after the final ‘/’ separator will be ignored

There will potentially be multiple instances of these remark/attribute types in a single file. BMM will read only the first one it encounters, ignoring any additional ones

If the folder is a resale folder, or it’s a normal folder without a company profile associated with it, any ILF remark/attribute present will be completely ignored.

If the folder does have a company profile associated with it and an ILF remark/attribute is present, but the folder leisure flag cannot be set for any reason – for instance the folder is voided or locked, or mandatory information specified for the client is not available/present or folders are un-editable due to site details/security profile settings – interfacing will fail and the file will remain in the interface box with the message “Could not set Leisure Booking Flag because it is read only”.

75983: INTERFACING - AUTO PNR

Current Functionality: In security profiles, Interfacing tab, in the Auto PNR/Web services section the following options are available for selection: Current values/behaviour for this drop field are:

None (Auto PNR not in use)

Existing Clients only (Auto PNR in use - must match [on account code] with existing client/company profiles)

Create Clients with account codes only (Auto PNR in use - must match [on account code] with existing client/company profiles but will create new profile [client and/or company if data source supports company] if no match is found and an account code is present in the incoming file/web service RQ

Create all clients (Auto PNR in use - must match [on account code] with existing client/company profiles but will create new profile [client and/or company if data source supports company - XML only] if no match is found

Please note: Agent/resale customer profiles are never created via Auto PNR, but they are included in the account code matching logic when an account code is present in the incoming file/RQ. Also, creation of company profiles is limited to Galileo and DTM_CreateUpdateTravelFolder RQ. New Functionality: In Security Profile > Interfacing tab, in the Auto PNR/Web services section there is a new drop down option - "Create/match corporate clients" Auto PNR will be in use and the logic is as follows:


1. When a single account code is present in the handoff file/RQ, the existing hierarchical matching logic will be used - matching [by account number] first on agent/resale profiles, then trying to match existing company profiles if there is no match on an agent profile, then finally on existing client profiles if there are no matching agent or company profiles.

If there is a match on agent/resale profile, a resale folder will be created for the matching agent profile as it would be today

If there is a match on company profile only (or sufficient company details are present in the handoff file to create the company - Galileo and XML only), the booking management module will check whether a client profile already linked to the company in question has a matching title, first name and last name

If not, a new client profile will be created with the folder linked to that new client profile, which in turn will be linked to the specified company

If so, it will create the folder linked to the matching client profile with the matching title, first name and last name

Note: if the booking management module finds more than one client profile that matches on title, first name and last name for the company, it will stop processing that handoff file/XML RQ and leave it in the Interface Box/Or return an XML RS with an error 'Multiple Client matches for specified Company profile.') NOTE: in Auto PNR mode, no error message will pop up, rather this information will display in the Failed column of the record in the Interface Box.

(Behaviour 1) If there is a match on client profile only, a normal folder will be created for the matching client profile as it would be today

(Behaviour 2) If there is no match at all, it will stop processing that handoff file/XML RQ and leave it in the Interface Box or return an XML RS with an error 'No matching profile.') NOTE: in Auto PNR mode, no error message will pop up, rather this information will display in the Failed column of the record in the Interface Box.


2. (Behaviour 3) When a single COMPANY account code is present in the handoff file/RQ (or sufficient company details are present in the handoff file to create the company - Galileo and XML only), the booking management module will check whether a client profile already linked to the company in question has a matching title, first name and last name

If not, a new client profile will be created with the folder linked to that new client profile,

which in turn will be linked to the specified company

If so, it will create the folder linked to the matching client profile with the matching title, first name and last name

Note: if the booking management module finds more than one client profile that matches on title, first name and last name for the company, it will stop processing that handoff file/XML RQ and leave it in the Interface Box/Or return an XML RS with an error 'Multiple Client matches for specified Company profile.') NOTE: in Auto PNR mode, no error message will pop up, rather this information will display in the Failed column of the record in the Interface Box. 3. When two account codes are present in the handoff file/RQ (or, in the case of AC2, sufficient company details are present in the handoff file to create the company - XML only) the booking management module will check whether a client profile exists with a matching account code.

If so it will create the folder linked to the matching client and company profiles. If there is only one match on either ACC or AC2, the booking management module will

proceed either as per Behaviour 1 or Behaviour 3 above, depending on which one matches. If there are no matches, it will proceed as per Behaviour 2

68542: GALILEO – AIR TICKET ISSUE DATE

New Functionality: This enhancement will include the actual date a passenger’s air ticket was issued in the MIR.


Galileo MIR files that contain a date of ticket issue are successfully interfaced into the BMM. In the MIR file this date is identified by "TD".

61374: PARTIAL INVOICING VIA BULK PRINTING

A requirement has been identified to be able to automatically generate separate invoices for the vendor deposit amount and, later on, a separate final balance invoice, using BMM’s Bulk printing module.

Although this functionality is fully supported in manual invoicing utilising BMM’s partial invoicing ability, it is not currently supported in BMM’s Bulk printing module.

Current Behaviour:

Partial invoicing is not currently supported in the Bulk printing module.

New Functionality:

A new checkbox, labelled ‘Invoice Vend Deposit Only’, based on a new field DBA.BulkDocumentProductionQueryTemplates_TB.bBdpqtInvDepOnly_FD – has been introduced into Request and Request & Fulfil bulk printing templates that are based on the invoicing view – DBA.QTPrintInvoices_VW (as selected in the ‘View’ dropdown.) When partial invoicing is active - the checkbox will be visible and enabled for all Request and Request & Fulfil bulk printing templates based on DBA.QTPrintInvoices_VW.

When partial invoicing is inactive - i.e. the checkbox will be hidden and inactive.

‘Invoice Vend Deposit Only’ un-checked

Existing behaviour will be maintained and whatever value has not yet been invoiced will be used as the invoice amount for all items that are eligible for invoicing based on the bulk printing template criteria.

‘Invoice Vend Deposit Only’ checked

New behaviour will be initiated. If the item has a non-zero vendor deposit amount present in the Vendor payment summary tab and is eligible for invoicing based on the bulk printing template criteria, the vendor deposit amount will be invoiced and the value of the Financial (I) records created as a result will be for a proportion of the vendor deposit amount, based on the percentage of the item total that each pricing in the item represents. For example:- Where an item for $1200 in total has a vendor deposit amount of $200, and three pricings - $100, $800 and $300 – the total amount of the ‘I’ record created for each pricing will be:- - $100 pricing – ($100/$1200) X $200) = $16.66 **


- $800 pricing - ($800/$1200) X $200 = $133.33 ** - $300 pricing – ($300/$1200) X $200 = $50.00 ** Where an item for $1200 in total has a vendor deposit amount of $200, and two pricings - $700 and $500 – the total amount of the ‘I’ record created for each pricing will be:- - $700 pricing - ($700/$1200) X $200 = $116.66 ** - $500 pricing – ($500/$1200) X $200 = $83.33 ** Where an item for $1200 in total has a vendor deposit amount of $200, and one pricing the total amount of the ‘I’ record created for will be:- - $1200 pricing - ($1200/$1200) X $200 = $200

Note: ** Where an item is made up of multiple pricings, it is possible/likely that the total amount partially invoiced may differ slightly from the actual vendor deposit amount specified due to rounding.

Note: The existing ‘Pay Dep Now’ and ‘Pay Bal Now’ checkboxes will be ignored, whether checked or not.

The following fields have been added to DBA.QTPrintInvoices_VW and as friendly names in the selection criteria of the bulk printing template:

Vendor Deposit Due Amount Vendor Deposit Due Date

Vendor Balance Due Date Folder Deposit Due Date

Folder Balance Due Date


66970: SCHEDULED TASKS AS WINDOWS SERVICES

New Functionality: It will now be possible to run the booking management module's scheduled tasks, as well as the auto interfacing facility, as Windows services. This will mean that the services can be set up on a server and it will no longer be necessary to have an instance of the booking management module running to carry out these tasks. In addition, a new booking management module report has been created, under Statistics Reports, called Bulk Operations Logs Report.

This will allow users to view details of scheduled task activity - when tasks were started & stopped, whether they were successful or not, and if not the report will display any failure error messages currently recognised by the booking management module.

68280: USER SETUP

Underlying Requirement/Current Functionality:

Currently in the user set up you can only configure the “Check interface” to be 3 seconds you are not allowed to select this to anything lower like 1 or 2 seconds.

When the check interface box runs it only refreshes 1 file at a time so if you have 3 flies in the interface box and the setting set to 3 seconds it will actually take 9 seconds for all the files to be registered against the IUR_TB.

This is having an impact on customers where they do lots of bookings which could potentially land in the interface box. If the interface box hasn’t been updated then the file registered and means the user can go and re-book the folder.

So, if the users interface file was the last to land in the interface box and there were 2 files before it then the user potentially has 9 seconds to go in and rebook the folder.

New Functionality:

The Check Interface field in User Setup now accepts values of less than 3 seconds.


69869: IATA TERMS & CONDITIONS:

New Functionality:

The Booking Management Modules Itinerary documentation has been updated with the latest IATA Terms & Conditions.

70373: BULK PRINTING FRIENDLY NAMES

The following new friendly names have been added to the Invoice request/request and fulfil templates which use the dba.QATCreateInvoices_VW:

Ticket Type

Ticket Is Exchange

Ticket Has Been Exchanged

Ticket is Refund

Ticket Is Fully Refunded

Pricing Description

Item Sell Price

Pricing Sell Price

Is Leisure Folder

Item Product Code

Financial Vendor Name

Pricing profile code

Vendor currency code


80984: INTERFACING AUTO PNR - PROMPT TO DELETE

Current Behaviour:

When Prompt To Delete Preceding Unticketed Interface records is selected under Options->Interface and an Auto-PNR user is running, it will just skip entries in the Interface Box if there are entries in someone else's Interface Box for the same PNR. What it ideally should do is automatically delete those just as BMM does in manual interfacing mode if the user answers Yes when asked if they want to delete predecessors.

New Functionality: In Auto-PNR mode, if 'Prompt To Delete Preceding Unticketed Records' is ticked in the branch interface configuration, the prompt will actually be bypassed and the earlier interface records will be deleted automatically.

76011: EVOLVI INTERFACING AGENT CODE


Ability to set folder owner as a booking agent code when using the auto-pnr for Evolvi interface files.

New Functionality: In the Interface Configuration dialogue for Evolvi there is a new checkbox called "Use Booking Agent As Folder Owner" This is unchecked by default. When ticked, any Evolvi files with the <BookingAgent ExternalRef> attribute populated will use this value to set the Owner field in the folder.

If the attribute is not a valid BMM staff code or the staff code specified is valid, but does not have access to the branch for which the folder is being created, the XML would remain in the interface box with an 'Invalid staff code' error message.


62182: DATABASE ARCHIVING

Please contact Dolphin Dynamics for more information on this module and any associated costs.

New Functionality:

A new Database Archiving utility has been created to allow users to archive historic travel folder information from one database to another, as a way of helping to keep the size of databases in production under control. The new archiving application includes the following features:

The archiving functionality should allow for folders older than a user defined date to be stripped down from the production database, leaving a summary of the folder than includes basic information such as Lead Customer, Destination, Departure date, etc.

The archiving functionality is required to be run on an ad-hoc basis.

The archiving process on the production database needs to be performed within the minimal time possible.

Due to the limited time frames the production database can be offline, functionality to allow the Operations team to split the purging on the archive database to be performed separately to the archiving on the production database.

BMM System Setting Within the BMM > System Settings dialog, a new setting Minimum months prior for Archive Cut-off has been added. This is a numerical field, where the number of minimum number of months

prior to the current date the cut-off date can be set for.

BMM Title Bar When the user connects to the Archive Database through the BMM, the title bar will indicate that this BMM user is connected to the Archive Database and the name of the database (e.g.

sta_UK_Archive) they are connected to.

BMM Folder An archived folder will only hold basic parent level information on the Folder. This information will include all the details displayed in the header section of the BMM Folder dialog.


Add New Folder (Archive Database) In the instance where the user is logged into the BMM that is connected to the Archive Database,

the user will not have the ability to add a new folder in the BMM.

77718: REMARK TYPES


Currently you are able to configure multiple remark types to be presented in a given content section on the content page in RM, CBE and WPM pages. Currently the system only supports the loading of 9 different content sections. To allow users to be more flexible with their content on the content page this requirement is to remove this setting and set this to allow 999 content sections.

New Functionality: The amount of content sections a user is now able to configure when creating remark types has been increased from 9 to 99. This allows more flexibility with how the content is managed on the content pages in the Reservations Module, Consumer Booking Engine and Web Publishing Module.


Reservation Module

64491: ADD NON-PACKAGED ITEMS TO A PACKAGED FOLDER

Underlying Requirements: The requirement has been identified to be able to add itinerary items to a folder which already contains a package (manually created, predefined package or anchored package) without the new item automatically being added to the package.

Current Functionality: At present, if a folder in the RM/CBE contains a package, then any other add-on items apart from insurance which are added to the folder are automatically included in the package.

Then each itinerary item that is part of the package is flagged with a Y in the Pkg Part column within the shopping cart. Any other item/s added to the cart, will also be flagged Y and therefore automatically included in the package.

The value of the added item is also included in the Packaged Services line of the price totals on the Travel Folder page (after clicking on Complete booking.

When interfaced into BMM, all items are still considered part of the package.

If the user has the Suppress price when anchored or predefined package in folder setting ticked (in RM/CBE User Settings), then the price of any items added to a folder already containing a package will also have their price suppressed and will just display Package in the Price column.

New Functionality:

In order to allow the administrator to choose if add-ons to a travel folder that already contains a package should be automatically included in the package or not, a new User setting labelled Auto package new items is now available in RM/CBE.

The existing Suppress price when anchored or predefined package in travel folder User setting is now named Suppress price of packaged items.

Behaviour When ‘Auto Package New Items’ is Ticked Existing behaviour will be seen when the Auto package new items checkbox is ticked:

o Any individual items added to a shopping cart which already contains a package (manually created, anchored, or predefined) will continue to be included in the package.

o The Pkg Part column will still be populated with a Y to indicate it has been added to the

existing package. o The item will be flagged as being part of a package when interfaced into the BMM,

The following table describes the behaviour when adding new items to the shopping cart when Auto package new items is ticked, which is the existing functionality Removing add on items from a shopping cart which contains a package

When Auto package new items is ticked, if an item is only part of a package as a result of being

added to a shopping cart which already contained a package, it will be possible to remove this item from the cart as per existing behaviour.

Behaviour When ‘Auto Package New Items’ is Un-ticked


When the Auto package new items checkbox is un-ticked, if a shopping cart already contains

an anchored or predefined package, then any individual items added to the cart will NOT be included in the package.

The Pkg part indicator will be set to N:

The price of the add-on/s will not be included in the Packaged Services line, but will instead be summed together and displayed as a total in the UnPackaged Services line:

The UnPackaged Services and Packaged Services amounts will now be shown in the

expanded shopping cart on throughout the booking flow in CBE.

As per existing functionality, the prices of all unpackaged items will be totalled up and added to the UnPackaged Services total on the Travel Folder page.

Similarly the prices of all the package components will be totalled up and added to the Packaged Services total on the Travel Folder page.


Removing Add-On items from a Shopping Cart which contains a package

When the Auto package add-ons setting is un-ticked, as new items added to the cart are not automatically added to the package, users will be able to remove add-ons from the cart without this automatically removing all the previously packaged items.

76039: SUPPORT FOR SPECIAL OFFERS

Current Functionality:

Jonview support the concept of special offers. When a search request is sent through to them, they will automatically apply the best value rate for which the product is eligible. At present, there is no indication on a Jonview price in Dolphin to advise the user whether the rate is a special offer, and if it is a special offer, what that offer is. New Functionality:

When a single offer has been applied – then we will display rate code in the Rate column of the search results.

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When multiple offers have been combined we will display Multi Offers in the Rate column of the search results. The offers applied will also show in the Booking Management Module 'printing notes'.


66409: HOTEL SEARCH BY EXTRAS RATE CODE

The requirement has been identified to have the ability to refine hotel search results further by allowing users to search by product rate codes.

New Functionality:

New development only covers the following requirements:

1. A new Rate Code search filter on the main Hotel search page.

If the user has Enable Extra search options ticked in the RM User Settings, a new Rate code search field will be displayed in the Preferences area of the expanded search options area:

The field is an optional free text field allowing a maximum of 25 alpha-numeric characters.

If a user specifies a rate code in the search, Dolphin will check all the results and filter out any results which do not contain the text either in the rate code itself, or in the list of rate codes in a Multi Offers situation.

Only results with exactly matching rate codes will be displayed in the results and the matching will be case insensitive.

In order to clarify which fields in the Preferences area of each product search page support partial

matching and which ones only support exact matching, several field labels will be changed to include the word “contains” to indicate that partial matches are supported. On all search pages the Brochure code field will be relabelled Brochure code contains. On all search pages the product name field (or equivalent e.g. hotel, cruise field) will be relabelled Product name contains/Hotel name contains/Cruise name contains. On the predefined package search page, the Package name field will be relabelled Package name contains. All other field names will remain unchanged.


2. A new Rate Code search filter on the Hotel Product page in the Check Availability widget, controlled by a new RM User Setting.

When ticked, a new field labelled Rate code will be displayed in the Check Availability widget

on the CBE’s Hotel Product page:

Figure 1 - Rate code search field in Check Availability panel

3. Display product Extras and/or Extras Combos descriptions in the Offers tab on the product page.

In order to determine which Extras or Extra Combos offers are displayed and/or can be searched for and sold from the Special Offers widget of the CBE Hotel Product page (see Requirement 4

below for more details), as well as which offers will be displayed in the results from the main Hotel search page, the following changes will be made:

In the Add/Edit Product Extra, the existing Excluded/Included Branches dropdown list and Branches button have been removed from the Items Matching Tab in the Add/Edit Product Extra dialog:


A new Branch Filters tab has been added to the Add/Edit Product Extra to the right of the Specific Products tab

A new Branch Filters tab has been added to the Add/Edit Extras Combo dialog to the right of the Excluded Room Types tab.

The tab contains the same Branch Filters grid as currently appears in the contract Definitions

tab as per the image below:

Today loaders can create extras combos without considering whether or not they will appear in the offers widget. This development will therefore mean a change to the existing loading behaviour for any users who use the special offers widget on their product pages. Users will now have to specify the filter level for all Extras and Extras combos. If the current underlying branch code is one of the Included Branches:

Filter Level Extra/Combo displayed on Hotel Product page?

New Search for button displayed on Hotel Product page?

Product with Extra applied displayed in all search results?

For Sale Only NO N/A YES – if matching rate code or no rate code has been specified in the search criteria

For Content Only YES NO NO

For Sale And Content YES YES YES – if matching rate code or no rate code has been specified in the search criteria

If the current underlying branch code is one of the Excluded Branches:

Filter level Extra/Combo displayed on Hotel Product page?

New Search for button displayed on Hotel Product page?

Product with Extra applied displayed in all search results?

From Sale Only YES NO NO

From Content Only NO N/A YES – if matching rate code or no rate code


has been specified in the search criteria

From Sale And Content NO N/A NO

If users wish to only show Extras on the product page then they should configure the branch filters for all Extras Combos as Included For Sale Only or Excluded From Content Only.

Similarly, if they wish to show only Extras Combos on the product page then they would configure branch filters for all Extras as Included For Sale Only or Excluded From Content Only.

Validation It will be the responsibility of the contract loaders to ensure that conflicting branch filters are not added to Extras or Extras Combos. No validation will be applied. For example, if a contract is available for sale and content for branch AA, but an Extra or Extra Combo is available for sale and content for all branches except AA, then this would be a loading error. Contract level branch filters will always take precedence over the Extra or Extra Combo level branch filters. So if the contract is not available to the user’s branch, then no products from that contract would ever appear on the Product page or search results page, and therefore by default the Extras or Extras Combos would also never be displayed.

4. Offers widget on Hotel Product Page

The existing Offers widget has been extended to allow users to search for specific offers from the display in the Hotel Product Page

Dependent on the branch filters applied in the Extra or Extras Combo (see Requirement 3 section above for more details) and whether or not the Extra has a rate code specified, users will see a list of offers with or without a new Search For button.

Figure 2 - Special offers area in Hotel product page

When displaying an Extras Combo, the text displayed will be taken from the Description field of the Extras Combo:


If the branch filter is set to include the Extra or Extras Combo for sale and content then the relevant description will be displayed as well as the icon which users can click on to search for the specific offer. The Dolphin standard will be a Check availability link.

Clicking on this button/link will open a lightbox containing the Check Availability widget where the Rate code field will be prepopulated behind the scenes with the selected rate code and hidden. This will allow the user to search for that specific offer only. Once the user enters the number of rooms/guests and clicks search the lightbox will close and the user will be redirected to the existing search results page just as if they had initiated the search from the existing Check Availability widget but the rate code field will be hidden. If they click Clear hotel then both the hotel filter and rate code filter will be cleared and the rate code field will be made visible

When conducting a search using the offer specific Search button/Check availability link,

Dolphin will apply an exact case insensitive string match so only products with an exactly matching rate code will be displayed in the results. There will be no partial matching logic applied.

If the Extra’s or Extras Combos’ description is displayed, but not the Search button/Check availability link (if the user’s branch was configured as Included for Content only, or Excluded

from Sale only in the applicable Extras/Extras Combo configuration), the user can still manually enter the rate code in the Check Availability widget (if the Include rate code filter in hotel check availability widget user setting is ticked) and trigger a rate code specific search.

Like the rate code search from the main Hotel search page, if the user enters a rate code into

the field in this panel, Dolphin will apply exact matching logic to the search results.


75924: CANCELLATIONS MANAGEMENT


Currently, if the Datasource such as Avis do not offer the ability to cancel via the RM / XML, we cannot display any cancellations conditions. This is very restrictive for users both in a call centre environment and Online as they may want to populate generic cancellation information on the Vendor profile to display in the lightbox and XML response.

It was suggested to implement the logic into the system, so that we display cancellation conditions for ground data sources that do not support cancellations provided the financial vendor cancellation text field is populated and Suppress vendor cancellation policy text is unchecked.

Current Behaviour:

New Functionality:

The cancellation conditions link is successfully displaying conditions defined in the vendor profile (financial), for any data source that does not offer cancellations. The section is also labelled Vendor Cancellation Policy Details.


RM Config: Go into the RM click on Settings > Cancellations > Add Avis, for example, and only select the include cancellation charges in printing notes in booking management module setting. Make sure Suppress vendor cancellation policy text is unchecked.


76855: CBE HOTEL INFORMATION DISPLAY


To show more hotel information to the customer when viewing the list of accommodations on the CBE’s Destinations map-view page. New Functionality:

Each item in the accommodation list widget will include:

1. The Accommodation Name

The hotel name will be a hyperlink (as per current functionality). The link will take you to the hotel’s Content page (as per current functionality). The name will appear next to a letter which will correspond to the hotels pin on the map (as

per current functionality).

2. The Accommodation Star Rating

When a star rating is given, graphic stars will appear here - (the same as those found on

the pop up tooltip – image 7) instead of plain text

When an accommodation has a 0 star rating, the name configured against the star rating in

the BMM Display 0 Star Rating As system setting will be shown (as per current

functionality)..

3. The Accommodation Image (will be included if IncludeImageAndShortDescription is set

to true)

The hotel image will be sourced from the itinerary vendor profile and displayed according to

the same criteria which controls the image’s appearance in the accommodation tooltip.

The image will be formatted to have a fixed width of XXX.

4. The Accommodation Short Description (will be included if

IncludeImageAndShortDescription is set to true)

The description of the hotel will be sourced from the same place as it is in the pop-up tool

tip.

New accommodation list in groups Example of map tooltip pop up

To minimise the introduction of more settings to the RM system there will be no user setting to control which list is displayed in the RM. Instead the new list view will be toggled using a property in the RM Sitefinity map control code.


The newly styled accommodation list will not have a user setting. The new list style will be toggled using a Sitefinity control property.

The sizing and styling will also be controllable using Sitefinity and CSS.


65572: INSURANCE – ALLIANZ

Underlying Requirements/Current Behaviour:

When doing an Insurance search in the RM/CBE the user is able to enter a date 731 days ahead in the To date field. It is therefore possible to search for a policy that ends up to 2 years ahead of ‘today’, where one of the years can be a leap year. For example 20Jan15 to 20Jan17 returned no results, as these dates resulted in duration of 732 days:

The 731 days rule is a hardcoded rule – it cannot be configured anywhere within the BMM or RM. New Functionality: Advance purchase has now been extended to allow for longer policy durations of up to 5 years.

Any restrictions around the maximum To date that is allowed on insurance searches in the

RM/CBE have been removed. This will allow a request to be sent to the insurance data source for any dates entered at the time of search.

This change applies to insurance searches only regardless of data source. It does not apply to any other product type searches.

If a search is conducted and no insurance product is returned, the search summary should display user friendly information advising that no policies were returned for the specified search criteria.

70866: CHECKLIST FUNCTIONALITY FOR CBE USERS:

New Functionality:

The existing checklist functionality can now be enabled for Consumer Booking Engine users by configuring the Checklist Questions in the BMM and selecting 'Require Checklist for Receipting' setting in the Access/Updates tab of a Security profile. Checklist questions configured in the booking management module Search/Checklist will then be presented to the CBE user for quotes and bookings prior to the payment page.


71161: PREFERENCING

Current Behaviour:

If preferencing rule configured to exclude results where the class code is X and the financial vendor is Y. All the results for the Y vendor are excluded if there is X class available.

New Functionality:

It is now possible to exclude only specific class code when searching for Low Cost Carrier flights. This is controlled with a DPE Rule and the Ranking needs to be left at 10 for that specific class.

76023: BOOK ORDER WITH SHOPPING CART ITEMS IN PARALLEL

In order to increase the speed of the booking process, as currently it can take one minute or longer to complete when there are multiple items in the shopping cart. Current Behaviour:

Users can currently configure the order in which to attempt booking various different data sources.

By specifying the booking priority, items in the shopping cart will be requested and confirmed by the relevant supplier in a specified order. This way, high risk items will not be requested/confirmed until the lower risk items are confirmed. For example, flights can be confirmed through a GDS such as Amadeus before any car hire is booked with Hertz, as the flights can be cancelled in the GDS with no financial loss, whereas Hertz may charge a cancellation fee.

The configuration is done in RM/CBE via Settings > Book Order. This tab displays a list of data sources available to that branch, to which users assign a booking priority from 1 to 10 (with 1 being the first data source to be booked and 10 being the last).

To change the priority, users just need to click on the edit link to retrieve the record, and change the value in the Booking priority field:

Multiple data sources can be assigned the same booking priority. If this is the case then booking attempts will be made based on the order in which the data sources appear in the folder. At present, the booking attempts are made one after the other – so the second booking attempt will not start until the first one is complete.


In addition, users can tick the Attempt booking despite failures checkbox. By selecting this checkbox Dolphin will always attempt to book items from this particular data source regardless of whether something else in the folder, with a higher book priority, fails partway through the attempt. If this setting is not ticked, then if an item fails booking from a data source with booking priority = 1, all other items in the folder with data sources that have Attempt booking despite failures un-selected and with a booking priority of 2 or more will display Not attempted on the Booking Summary page. New Functionality:

The behaviour will only change where the Attempt booking despite failures checkbox is

ticked.

All data sources in the shopping cart which have the Attempt booking despite failures

checkbox ticked will have their booking attempts started simultaneously as soon as soon as

the folder booking process commences, regardless of their booking priority value..

To access, administrator login is required, and this settings can be found in the Settings > Book Order.

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