BA SMA Sales Reports Module June 2005

Transcription

1 Dolphin Dynamics BA SMA Sales Reports Module June 2005 Copyright 2017 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 Upper Richmond Road London, SW15 2SL

2 Document Amendment History Date Issue number and Reason Author 14/05/05 Version Draft Simon Wakeford 12/06/05 Added Screen grabs and Export Instructions Chuck Richardson 13/06/05 Incorporated various comments Chuck Richardson 11/05/17 Updated template and added glossary Sarah Grocott Dolphin Dynamics Ltd Confidential 2

3 Table of Contents Introduction...4 Dolphin Dynamics Ltd Confidential 3

4 Glossary of Abbreviations Term / Abbreviation Definition BMM LCC RM booking management module low cost carrier reservation module Glossary of New Names Version 16.5 and After Version 16.3 and Before BOOKING CREATION Res Window Booking Engine Dynamic Packaging Predefined Packaging Opening the Reservation Module (RM) in a new window within the Booking Management Module (BMM) Consumer Booking Engine (CBE) Reseller Booking Engine Anchored Packaging (PDP) BOOKING MANAGEMENT Res View Manage View Booking Import Booking Import Queue Vendor Booking Update Page My Account Task List Task List Profile Workflow Query Template Reservation View - Opening the RM within a tab of the travel folder dialog Management View Viewing the BMM travel folder in its default view Interfacing Creating/Updating folders via files from the Booking Import Queue Data Capture Interface Box Mini Extranet Manage My Booking (MMB) Web Customer Service (WCS) Inbox - the window that lists a user's tasks Inbox Profile - the profile where the workflow query templates to apply and columns to display are configured Inbox Query Template - the query templates to build rules for auto populating the Task List COMMUNICATION Dolphin Dynamics Ltd Confidential 4

5 Marketing Campaigns Vendor Comms Marketing Campaign Module Vendor Communications PRICING Multicurrency Sales Pricing Engine Foreign currency Sales Dolphin Pricing Engine (DPE) Dolphin Pricing & Preferencing Engine (DPPE) PAYMENT Corporate Cards Corporate Card Export Payment Gateway Lodge cards Lodge Card Export Credit Card Export Payment Service Provider (PSP) AUTOMATION Bulk Customer Docs Auto Booking Import Linked Remarks Windows Service Scheduled Tasks Bulk Printing Auto PNR Auto Interfacing Auto remarks Dolphin Windows Service Robotic Tasks CONNECTIONS Product DB Product Connector Res API Admin API Product Database (PDB, DPD) Data Source Supplier Connection - the word product will be substituted with the name of the connector (example Expedia Connector) XML Booking Engine Web Services XML web services Booking Management Module (BMM) 2 Way API Web Services 2 Way API OTHER Content Sync Web Publishing Hotel Vendor Sync (HVS) Web Publishing Module (WPM) Dolphin Dynamics Ltd Confidential 5

6 Introduction From April 2005 British Airways changed the way that agents report corporate monthly sales figures under the BA SMA reporting regime. Each agency participating in the SMA regime must now submit a list of their corporate clients and two complex cabin class/sector reports for all sectors and cities on which BA fly on the 15 th of each month for all tickets issued in the previous month. These reports must be submitted in electronic form a structured comma separated (CSV) file with defined header, footer and trailer details. This document explains how to extract the SMA reports from Dolphin Travel Manager and describes the extensive changes that have been made with Dolphin Travel manager (DTM) in order to allow agencies to create and submit BA SMA reports. IMPORTANT NOTE:- As many new structures have been created in DTM to support the BA SMA regime, there are some essential configuration tasks that each agency will need to undertake prior to submitting their first report See below for details. Agencies should be aware that this configuration stage will take time to complete and cannot be skipped, as without it the BA SMA reports will be empty. NOTE:- This document should be read in conjunction with the information provided by BA on the 2005 SMA reporting regime. Getting started This section summarises what you now need to do to produce your first SMA sales reports in the 2005 format. Identify your corporate clients and add the relevant BA assigned codes into the preferences tab on their profile. Be sure that the entries in this tab are typed in correctly i.e. Corporate Ref code, GBC code, On Business No. From Search>Other Codes>Class menu, make sure that all the carrier/booking class combinations that you sell have the correct cabin type assigned to them. (You will need to maintain this data going forward.) Notify the Dolphin Helpdesk once you have completed the above step in order that they can run a procedure to populate the database with ticketed itinerary information for the past twelve months. Run the Ticket/sector report for the reporting period to make sure that all tickets have itinerary details associated with them. Manually add/remove ticket itinerary details as necessary. Enter you agency reference code and agency name against the three SMA report Export Templates under Reports->Advanced Reports. From Reports->Advanced Reports Export the three SMA reports. Save exported files to disk using the file naming convention specified by BA. Send the files to BA on disk or CD or as specified by BA. See the next section for more information on how to do the various steps above. Dolphin Dynamics Ltd Confidential 6

7 Summary of changes Customer profile A new tab called Preferences - has been added to Company profiles to allow BA assigned data relevant to the company in question to be recorded. This tab is similar to the existing preference tab in client profile. Figure 1. New Company Preferences Tab This new tab should be used to record the following information:- The company s BA assigned corporate reference code and the date it applied from The company s BA assigned GBC code (if they have one) and the date it applied from The company s BA assigned On Business No (if they have one) and the date it applied from Figure 2. Entering A BA Related Preference In order that DTM can include the data on the SMA reports, it is essential that the entries in this tab are typed exactly as shown above i.e. Corporate Ref code, GBC code, On Business No. Any deviation from this will result in the company s sales being totally excluded from the SMA reports. NOTE:- Data in this tab must be set-up prior to running the first SMA report. NOTE:- A company must have a BA corporate reference code specified to be eligible for inclusion on an SMA report. Dolphin Dynamics Ltd Confidential 7

8 Ticket Itinerary details A new tab labelled Itinerary Details has been created within the ticket window to allow the specific air segments that relate to the ticket and the booking class and cabin type of the sector to be recorded. It is the ticket routing data that will be used to populate the SMA sales reports. Figure 3. New Ticket Itinerary Details Tab There are several methods of populating the Itinerary details tab:- From importing a PNR from the GDS that contains issued tickets or exchanges From importing an XML handoff file from Dolphin FlightScanner By manually entering the information from scratch By copying the details from the Air Tab using a new Copy Air Itinerary button and modifying as necessary By the procedure the Helpdesk will run to populate this tab for tickets issued on or after 01 April 2004 (in order to allow Last year s LY - figures to be included on the SMA reports) Figure 3. Entering An Itinerary Record NOTE:- As the new BA SMA structures did not exist in DTM prior to June 2005, ticket routing information for historic tickets issued on or after 01 April 2004 will be inferred from existing ticket and air segment data. Consequently, the ticket itinerary details for tickets issued April 2004 until the date you install the BA SMA upgrade to DTM will be a best guess approximation. BA have been made aware of this fact. Dolphin Dynamics Ltd Confidential 8

9 Class Codes Available form the Search>Other Codes>Class menu, the class code screen has been expanded to allow the cabin type Economy, Premium Economy, Business, First - to be specified for each carrier booking class combination. The information stored here (in conjunction with the data held in a new BA routes table see below) will be used to populate the cabin type in the Ticket Itinerary Details tab and hence drive the SMA reports. Figure 4. Entering A Class Code When entering a new class code the carrier code field can be left blank or contain a specific carrier. Blank means that the class code/cabin type combination applies to all carriers. When a new Ticket Itinerary Detail record is manually inserted or is captured from the GDS, DTM will check the list of class codes in this table to see if a record exists that matches the class code and carrier entered in the Itinerary Details screen in order to automatically populate the cabin type field of the Itinerary Details screen. If it does not find a record that matches both the class code and carrier code, it will look for a record that matches the class code and where the carrier code is blank. If the cabin type is changed on an existing class code record, any historic Itinerary Details records will NOT be updated. This is so that as carriers periodically change which cabins their class codes relate to this can be configured in DTM to affect future Itinerary Details records without altering history. As the sense of cabin is such an integral part of the SMA reporting regime, this table has been prepopulated with data supplied by BA and OAG so that the standard OAG booking class/cabin type combinations will already be present in this table with blank carrier codes and any BA exceptions to the OAG standard will be loaded with BA as the carrier code. VERY IMPORTANT NOTE:- OAG data is based on standard IATA cabin types. Unfortunately, as some carriers have adjusted booking classes and cabin types to maximise revenue and load factors, the pre-populated class data in DTM may not reflect all the nuances of class/cabin variations from carrier to carrier. For this reason it is the responsibility of each agency to ensure that the class table is always correct for all classes that they sell, and to modify them or insert new class codes as and when necessary. BA routes Using data supplied by BA, a new database table has been created to store all airports and city combinations that BA fly from/to and whether the route is long haul, short haul or domestic. Data from this table will be used to determine whether a particular ticket routing is eligible for inclusion on an SMA report and what BA equivalent cabin type it should be assigned in the SMA reports. As a rule, if a sector s departure and arrival airport pair exists in this table it will be included on the report, providing the company has a BA corporate reference code present in its profile. Dolphin Dynamics Ltd Confidential 9

10 NOTE:- This table has no user interface and cannot be viewed. It will be kept up to date via the DTM update routine when new routes are received periodically from BA. Reports Three new SMA reports have been created. These are located in the 4-Vendor Financial Reports section of the advanced reports window available from the Reports>Advanced Reports menu. Because BA require the information in a pre-defined CSV format the normal report printing routine is not used to generate the BA SMA Reports, instead DTM s report Export engine is used. This is initiated by selecting the appropriate BA SMA Report, filtering on the BA Report Period in question in MMMYYYY format (i.e. NOV2006) and then clicking the Export button in the Advanced Reports screen. Figure 5. Advanced Reports Upon clicking the Export button DTM displays the list of Export Templates that have been configured for this particular report. Dolphin Dynamics Ltd Confidential 10

11 Figure 6. Selecting An Export Template Click the Use button to generate the BA SMA Report export file and enter the location and file name in the format BA requires. NOTE:- The supplied Export Templates must be modified to include your BA Agency Reference Code and Travel Agency Name in the output prior to running the first SMA report export. Once these changes have been saved they will apply to all future exports. To make these changes click Retrieve on the Export Template Search screen and in the Header Section and Data Section tabs replace the text BA AGENCY REF CODE with the code supplied by BA and the text BRANCH NAME with the travel agency name to output to the file. Dolphin Dynamics Ltd Confidential 11

12 Figure 7. Header And Data Sections Of Export Template Corporate Cross Reference Export Report This contains all customers with a BA corporate reference code specified in their profile with a start date in the specified period. SMA Summary Export report This contains the summarised totals of all ticket routings issued in the specified period (and in the same period last year) on a per company basis, by BA equivalent cabin type. SMA Detail Export report This contains the details totals of all ticket routings issued in the specified period (and in the same period last year) on a per company basis, by BA equivalent cabin type, broken down on a sector by sector basis. The following general rules apply to the SMA summary and detail reports:- Only those itinerary details that appear in the BA routes table will be included. Any ticket type BSP, Web, Low cost, consolidator - with ticket itinerary details is eligible for inclusion. As Web, Low cost and consolidator tickets may not have a ticket number associated with them, they are considered issued for SMA reporting purposes on the date specified in the ticket issue field (usually the date they were created) regardless of whether a ticket number is present or whether they have been invoiced or cash sold. All other folder item types apart from tickets are always excluded. Ticket itinerary details on cost quote folders are always excluded. Ticket itinerary details for OPEN BSP tickets are always excluded. Refunded ticket itinerary details are deducted from the totals. NOTE:- If you are part refunding a ticket, non-refunded ticket routings must be manually deleted from the itinerary details tab of the refund so that they are not deducted from the totals. Dolphin Dynamics Ltd Confidential 12

13 Voided ticket itinerary details are excluded. Exchanged ticket itinerary details are excluded Ticket itinerary details for Infant (INF) tickets are always excluded. If a start date is specified in a company profile, tickets issued before the specified date will not be included in the report. When saving the report to disk before sending it to BA, it should be named in accordance with specified BA file naming convention. DTM will not validate the file name used. In addition to the BA SMA Reports, a generic Segment Detail report has been added. Segment Detail report Available in section 4 of the standard reports window - Reports>Standard Reports menu - this allows tickets and their itinerary details to be analysed and provides the ability to check for tickets issued in a particular date range that do not have itinerary details present and would perhaps be erroneously excluded from the SMA reports Troubleshooting Please contact Dolphin Dynamics Helpdesk on tech@dolphind.com or if you have any questions on generating the BA SMA Reports. Dolphin Dynamics Ltd Confidential 13