Change Unit

Process Name :

Reservation Changes

Description :

Create a new reservation with a new unit under the old reservation.

Responsible Party :

Sales Agent

Result :

After creating a new reservation within the old reservation, you need to calculate the changes in the unit.

Flowchart :

Process Name :

Calculate Changes Unit

Description :

View Calculate Changes tables for units and add Premium or Discount value for calculation.

Responsible Party :

Sales Agent

Result :

After making changes in the Unit then send to ERP for Approval.

Flowchart :

Process Name :

Submit To ERP

Description :

Send the new reservation request to ERP, and approval from the ERP team.

Responsible Party :

Sales Agent, ERP Team

Result :

- In case ERP approves the unit will be reserved.

- If it is returned with a comment, the sales agent can make changes and resubmit it to ERP.

Flowchart :

Process Name :

New Change Unit

Description :

Create a new change unit between the old reservation and the new reservation.

Responsible Party :

Sales Agent

Result :

After creating the new change unit and selecting the new reservation under the old reservation, you should send it to the finance team for approval.

Flowchart :

Process Name :

Send To Finance

Description :

Send the change unit request to Finance, and approval from the Finance team.

Responsible Party :

Sales Agent, Finance Team

Result :

- If the finance team approves the request, the sales agent can proceed to send it to ERP and print change unit document.

- In case of rejection with a note, the sales agent can't modify and create another change unit and resend it.

- If the request requires modifications, the sales agent will make the necessary changes and send it again.

Flowchart :

Process Name :

Submit To ERP

Description :

Send the change unit request to ERP, and approval from the ERP team.

Responsible Party :

Sales Agent, ERP Team

Result :

After the sales agent submits the customer review, it is set as pending until the sales agent updates the customer review. Then, ERP decides the reservation.