Skip to main content

Voucher Handling

Some travel bookings require a voucher -- a document sent to the traveler with their booking confirmation and details. The voucher decision system lets you control which bookings generate vouchers and which do not.

Customer-Level Defaults​

Each customer can have a default voucher setting configured on their customer card. This determines whether bookings for that customer automatically receive a voucher, skip voucher creation, or require a manual decision each time. Setting sensible defaults reduces the number of bookings you need to review individually.

The Voucher Decision Queue​

When a booking requires a manual voucher decision, it appears in the Voucher Decision Queue. To access it, search for "Voucher Decision Queue" in Business Central.

The queue shows bookings waiting for your input. For each entry you can:

  • Approve -- a voucher will be created and sent for this booking.
  • Reject -- no voucher will be created for this booking.

Review the booking details (customer, PNR, travel dates, and product type) before making your decision.

Workflow​

  1. A booking arrives and is imported into Business Central.
  2. The system checks the customer's voucher default setting.
  3. If the setting requires a manual decision, the booking is placed in the Voucher Decision Queue.
  4. You review the queue and approve or reject each entry.
  5. Approved vouchers are generated and made available for distribution.

Tips​

  • Review the Voucher Decision Queue regularly so travelers receive their vouchers promptly.
  • If a customer almost always needs vouchers, update their default setting to avoid manual decisions.
  • You can filter the queue by customer or date to focus on specific entries.