How to Share Price Agreements for Multiple Debtors

A group of price agreements can be easily shared between multiple debtors. When price agreements are shared, only one set of agreements needs to be maintained / updated, and the agreements can be quickly added to a new debtor record. The following steps are required:  

   

Create Custom Value

1) Go to Administration / Back Office / Custom Values to create a custom property to use for sharing price agreements.

2) Add a new Custom Property. In this example, the custom property is named 'Shared Price Agreements' so the purpose is clear.   

3) Select the custom property just created. 

4) Go to the Custom Values section and select Add New.

Add a custom value to indicate which debtors will share agreements.

In this example, a group of price agreements will apply to customers sent to the FBO by DXB, so the custom value is named 'DXB Prices', and remarks are added to clarify the custom value for system users.

Future custom values can be added under the same custom property to be used for this same sharing situation between other debtors.

Create Price Agreement(s)

1) Go to Administration / Products / Price Agreements.

2) Add a new Price Agreement. In this example, a price agreement is added for product Meeting Room.

Set the field Consider Custom Values From to 'Registration or else debtor'.

Set the field Custom Value to the custom value that was recently created, in this example 'Shared Price Agreements|DXB Prices'.

3) Add other price agreements in the same way until all price agreements to be shared by the group of debtors have been created.

Assign Custom Value to Debtors

The special group of price agreements are automatically added to the debtor(s) record by assigning the same custom value to the debtor record that was assigned to the price agreements. 

1) Go to the operator / debtor records where you want the price agreement shared.

Note in the example below that the debtor has no price agreements.

2) Select the Custom Values tab to add the custom value.

Adding the custom value will automatically assign all price agreements associated with that custom value to the debtor. 

3) Add the Custom Value to other debtor records as needed. 

As new price agreements are created (or updated) with the custom value, the agreements will automatically be assigned to any debtor with the same custom value.

 


Share EXISTING Price Agreements between Multiple Debtors

In some cases a set of price agreements will already exist for a debtor, and will need to be shared with a new debtor.

In this example, the Landing Fee price agreement for ABC Aviation needs to be shared with XYZ Aviation.

To set up sharing of price agreements between these two debtors:

1) Go to Administration / Back Office / Custom Values.

If a custom property does not already exist for sharing price agreements, create one.

Add a custom value to indicate which debtors will share the agreements. In this case, the debtor contact numbers have been used in the value. The short names might also be used, or another value that defines the group receiving the special pricing.

2) Go to Administration / Products / Price Agreements.

Search for the price agreements you wish to share. In this example, the search is for ABC which has the existing price agreement.

Edit the price agreement.

Set the field Consider Custom Values From to 'Registration or else debtor'.

Set the field Custom Value to the custom value that was recently created, in this example 'Shared Price Agreements|debtors 102569 & 102568'.

Also clear the Debtor, since the agreement will now be shared by multiple debtors.

Here is the updated price agreement for the custom value.

3) Go to the operator / debtor records where you want the price agreement shared.

Select the Custom Values tab and add the new custom value.

Adding the custom value will automatically assign all price agreements associated with that custom value to the debtor. In the examples below, the custom value is added to both ABC Aviation and XYZ Aviation.

Custom Value added to ABC Aviation

Price Agreement automatically added

Custom Value added to XYZ Aviation

Price Agreement automatically added

4) As new price agreements are created (or updated) with the custom value, the agreements will automatically be assigned to any debtor with the same custom value.

New Price Agreement created

New Price Agreement automatically added to ABC Aviation

New Price Agreement automatically added to XYZ Aviation