FAQ
Sales and channels: frequently asked questions
20 answers from the SunPMS manual.
What is the difference between "business source" and "Sales & Channels"?
Nothing. The screens, reports, privileges, messages, printouts and e-mails say Sales & Channel; the older name business source survives only in the database, in internal field names and in the title of the older tabbed invoice screens.
Read more: Sales & Channels overview
Why can't I change the partner on a reservation?
A payment charged to that partner already exists, or an invoice for it exists. Remove the partner payment (or delete the unsettled invoice) first. A settled invoice blocks the change completely.
Read more: Sales & Channels overview
Why does my partner not appear in the invoice drop-down?
Only partners whose category has Credit Apply appear for creditable invoices.
Read more: Sales & Channels overview
I ticked Commission Apply but an existing partner shows no commission.
Open the partner in Sales & Channels, re-select its category, save, then enter terms on Commissionable Sales & Channels.
Read more: Sales & Channels Category
Can a category be both commission and credit?
Yes, both boxes can be ticked. Note the partner form then sets the partner to credit mode on screen; check the partner on both setup screens.
Read more: Sales & Channels Category
Where do I enter the commission percentage?
On Commissionable Sales & Channels.
Read more: Sales & Channels (partner master)
What does Self-CheckIn Payment do?
It marks the partner as allowed for payment in the guest self check-in flow.
Read more: Sales & Channels (partner master)
Why does my partner not show here?
Its category does not have Commission Apply.
Read more: Commissionable Sales & Channels (setup)
I saved, why did the fields clear?
After saving, the dialog resets to a blank state and stays open. Do not click Save again; click Cancel.
Read more: Commissionable Sales & Channels (setup)
Why is my partner not listed?
Its category lacks Credit Apply.
Read more: Creditable Sales & Channels (setup)
Does the system block a booking over the credit limit?
No check against Credit Limit is made on these screens; treat it as information for your accounts team.
Read more: Creditable Sales & Channels (setup)
My partner is missing in the drop-down.
Category without Credit Apply.
Read more: Creditable Invoice
A folio does not show in Unassigned postings.
It was not charged to the partner via the Sales & Channels tab of Take payment, or is already on an invoice.
Read more: Creditable Invoice
Can I change the invoice date?
No, it is fixed to the current PMS date.
Read more: Creditable Invoice
Where is my paid invoice?
Here, not in Creditable Invoice.
Read more: Creditable Settled Invoice
Can I change a settled invoice?
Not directly; remove the payment to re-open it.
Read more: Creditable Settled Invoice
No commission lines appear.
Check the Post on... options in setup, that the guest is checked out, and that the reservation is tagged with this partner.
Read more: Commissionable Invoice
Why is the invoice number typed by me here but generated for creditable invoices?
This is the partner's invoice you received, not yours.
Read more: Commissionable Invoice
I need to correct a paid invoice.
Delete the payment (this re-opens it in the open list), correct, and pay again.
Read more: Commissionable Settled Invoice
Which screen should I use?
The side-menu screens under Creditable Sales & Channels; both show the same invoices.
Read more: Sales & Channels Invoice (tabbed screen)
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