Travel Fields on the Customer Card
Travel Business Connector adds a number of travel-specific fields to the standard Business Central Customer Card. They are all placed together at the end of the General FastTab.
Where to Find the Fields
- Open the Customer Card for any customer (search for "Customers" and select a customer).
- Scroll to the bottom of the General FastTab. The travel fields are the last fields in that group.
Overview of Travel Fields
| Field | Purpose |
|---|---|
| Credit Card Provider | The corporate card program this customer settles through: None (Invoice), FirstCard or Diners. |
| Credit Card No. | The customer's card number, used to match transactions during settlement. Only the last four digits are shown on screen. |
| Our Account No. | Your company's account number with this customer, used to identify the customer when bookings are imported. |
| Specify Service Fees | When enabled, service fees are shown as separate lines on the invoice instead of being merged into the booking line. |
| Hotel Voucher Option | Default voucher handling for hotel web bookings. |
| Car Rental Voucher Option | Default voucher handling for car rental web bookings. |
| Require Department | Makes the department field mandatory on sales documents for this customer. |
| Require Project Number | Makes the customer project field mandatory. |
| Require Cost Place | Makes the cost center field mandatory. |
| Require Employee Number | Makes the employee ID field mandatory. |
| Require Requisition No | Makes the requisition number field mandatory. |
| Require Requester | Makes the requester name field mandatory. |
| Excl. Currency Rate Markup | When enabled, foreign currency amounts for this customer are converted at the plain exchange rate, without the standard currency markup. This changes what the customer pays. |
Notes on Individual Fields
- Credit Card Provider decides whether the customer's posted invoices and credit memos are included in card settlement. See Credit Card Settings.
- The six "Require" toggles are covered in Mandatory Field Requirements.
- The two voucher options only apply to bookings that come in as web bookings. Bookings made by an agent are not decided by these defaults. See Voucher Defaults.
- Excl. Currency Rate Markup affects prices, so only turn it on for customers who have agreed to be invoiced at the exact exchange rate. See Currency Exchange Rates.
These fields let you tailor how each customer's bookings, invoices and settlements are handled. The following sections cover each group in detail.