Voucher Defaults
When a hotel or car rental booking arrives from the booking system, Business Central needs to know whether to create a voucher (your company pays the vendor) or a confirmation (the customer pays the vendor directly). You can set a default per customer so most bookings are handled automatically.
Configuring Voucher Defaults
On the Customer Card, at the bottom of the General FastTab, you find two voucher option fields:
| Field | Applies To |
|---|---|
| Hotel Voucher Option | Hotel web bookings |
| Car Rental Voucher Option | Car rental web bookings |
Both defaults apply to web bookings only. Bookings made by an agent are not decided by these settings.
Each field has three options:
| Option | Behavior |
|---|---|
| Manual | No automatic decision. Each booking from this customer appears in the Voucher Decision Queue for a user to decide. |
| Yes | A voucher is always created. Your company pays the vendor for bookings from this customer. |
| No | A confirmation is always created. The customer pays the vendor directly. |
How It Works in Practice
When a booking is imported, the system checks the customer's default for that product type. If the default is Yes or No, the booking is handled automatically. If it is Manual, the booking waits in the Voucher Decision Queue until someone chooses Set Voucher or Set Confirmation. Once every segment on the booking has a decision, processing continues on its own.
The Prompt After a Decision
After you make a decision in the queue, a dialog asks what your choice should apply to. It has three options:
| Option | Effect |
|---|---|
| Only this booking (default) | Nothing is stored on the customer. The next web booking from this customer appears in the queue again. Closing the dialog with Esc does the same thing. |
| Set as customer default | Your choice is saved as the customer's default (Hotel Voucher Option or Car Rental Voucher Option), so the same decision is made automatically for future web bookings of that type. |
| Only this booking - stop asking for this customer | Nothing is stored as a default -- the customer stays on Manual -- but the dialog is switched off permanently for that customer and that product type. Hotel and car rental are switched off separately. |
The decision on the current booking is always saved, whichever option you pick.
This lets you tune the defaults as you go, without opening the Customer Card. If you switched the dialog off and later want to change the default, edit Hotel Voucher Option or Car Rental Voucher Option on the Customer Card directly.