Understanding booking statuses and the relationship locking and supplier payments

Understanding booking statuses and the relationship locking and supplier payments

Any Item added to an itinerary can be assigned a booking status to ensure customers can organise itineraries as they move from proposals to finalized trips. Some booking statuses enable work flows or change how the traveller will view the item. Below we list the 25 different Statuses and explain how they interact with pricing, locking and supplier payments.

See the complete list below

Default Status 

When a new item is added to an Itinerary, the default status applied is: Not yet requested 

This means:
  1. No request has been sent to the supplier
  2. Prices are editable
  3. No Supplier Payment is created
  4. The item is not yet part of the active booking cycle
Note: At anytime you can return an item to this booking status If the price is locked or a supplier payment exists these will be retained and will need to be manually deleted if required.  

Statuses that remove from item pricing

All statuses except Optional and Own arrangements are included in the Total price on the Pricing tab. Any price associated to an Optional item is listed in the Optional price panel. Any price associated to an Own arrangements item is removed from Pricing completely. 

Note: Removing the Optional or Own arrangements status will revert the pricing and the items will automatically appear in the Total pricing.

Refer to the Optional and Own arrangements help files for more information: 

Active booking cycle statuses

If a status is considered a Booking cycle status, when this status is assigned the item will automatically be locked and or a supplier payment will be created. Locking is automatically assigned to ensure agreed supplier prices for confirmed items arent accidentally updated during a price refresh. Supplier payments are automatically created when a booking is confirmed since confirmed bookings usually come with an expectation of payment due.

Note: At anytime you can return an item to an unconfirmed booking status. If the price is locked or a supplier payment exists these will be retained and will need to be manually deleted if required. 

Complete list of booking statuses

Below is the full list of statuses and their default behavior.

Booking Status
Locked
Payments
Booking cycle
Not yet requested
No
No
No
Optional
No
No
No
Own arrangements
No
No
No
Availability Requested
No
No
No
Availability Confirmed
No
No
Yes
Availability Declined
No
No
No
Availability ProvisionalYes
No
Yes
Availability WaitlistedYes
No
Yes
Booking RequestedNo
No
No
Booking ConfirmedYes
Yes
Yes
Booking Confirmed from allotment
Yes
Yes
Yes
Booking DeclinedNo
No
No
Booking ProvisionalYes
Yes
Yes
Booking WaitlistedYes
No
Yes
Amendment Not yet requestedNo
No
No
Amendment RequestedNo
No
No
Amendment ConfirmedYes
Yes
Yes
Amendment DeclinedNo
No
No
Amendment ProvisionalYes
Yes
Yes
Amendment WaitlistedYes
No
Yes
Cancellation RequestedYes
No
No
Cancellation ConfirmedYes
No
No
Cancellation Confirmed with feesNo
Yes
Yes
Reconfirmation requested
Yes
Yes
Yes
Reconfirmed
Yes
Yes
yes

Summary

  1. Not yet requested is the default status when adding an item.
  2. Not all confirmed statuses create supplier payments.
  3. Not all cancellation statuses lock prices.
  4. Supplier Payments and Price Locking are controlled independently.
  5. Change in Booking status will log the details in the Booking History.
  6. If the item is not in the Booking cycle and Prices are not locked, User can delete the item from the Build tab.

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