Rollover Booking
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Created by: Chris Liu
Modified on: Mon, 6 Jan, 2025 at 2:27 PM
When will 'Rollover Booking' button display in the more option list?
When the booking is created by using the 'Rolling' Tenancy Option
- Bookings that are created by using ‘fixed term’ tenancy option or fully customized tenancy option will never see this button
- And when the booking's status is 'Resident'
- Besides, when there is no rollover booking after the current rolling booking
- Note: if there is a new booking following current booking due to after check-in amendment, then current booking can not rollover booking either.
- Staff should be allowed to rollover booking after the new booking
What will happen when click rollover booking button?
You will need to select the Academic Year for rollover booking
- System will only allow you to select the Academic Year whose related year is equal to or later than the current booking's Academic Year
- System will only allow you to select the AY that is an 'enabled' Academic Year
- Select Tenancy Option
- System will only allow you to select the 'Rolling' Tenancy Option under the selected AY
- The same Rate Type TO as current booking's TO Rate type
- The start date of the TO should be the same as the end date of the current booking's end date
- The current bed should be linked to Tenancy Option
- The Tenancy Option status is ’Active‘
- The Tenancy Option type is ‘Fixed’
- Select the Service
- System will only allow you to select the service cards which are configured under your selected Academic Year
- Select the Installment Plan
- system will only allow you to select the installment plans which are configured under your selected Academic Year
- Note: if your selected installment plan configuration is 'due before booking confirmed', the due date will be changed to due today when the rollover operation is confirmed
- Confirm the details for rollover booking
- After confirm to rollover booking, the newly created booking status will be 'Booking Confirmed' directly
- There will be no email sending out to student to notify them that they have a new booking confirmed booking. But when they login to their account, they can still see the new rollover booking on their student portal.
- Note: when creating rollover booking, system will not read the configuration of 'additional fee', so there will have no additional charge for the rollover booking
- Besides, If there is refundable payment item on the rolling booking, after the rollover operation has been confirmed, this refundable payment item will be transaferred to the rollover booking automatically.
Chris is the author of this solution article.
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