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Cost Allocation allows for a TMC/Customer to either manually "upload" a file or set up an “Automated Feed.” Custom Fields do not allow for either
Cost Allocation configuration is 'limited' to only appear on the "purchase page." Custom Fields may be displayed throughout the booking process
Cost Allocation and Custom Fields are both available on desktop or mobile
Cost Allocation Max file size is: 30MB. Custom Fields Max Character limitation is: Configuration (list type) option labels and values fields only allow the admin to enter 4000 characters max
Cost Allocation feeds can be automated for a one time set up fee. SOW required
Cost Allocation enablement requires a ZK property update. Enablement to be requested via a support ticket. No SOW required
Cost Allocation feature allows for nesting. Custom Fields do not offer nesting. Nesting allows the user to choose a "Parent Value" and in turn, presents the option for the "Child Value" nested under the “Parent”
Cost Allocation and Custom field data can be written to PNR scripts per the specs of the TMC/Customer
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Log into the Dashboard
Go to Services Tab
Under Expense > Click on General Settings > Under Configurations, click on Cost Allocation
There is a default Segment Name titled “Project” and it's inactive. You can use this field and "rename it" to the customer spec OR create a New Segment and Name
To Enable/Activate the "Project," click on the Edit link and check the "Active" box, and SAVE.
Once the Cost Segment Name is created, you are ready to create the Cost Allocation upload file. See Cost Allocation Template Sample with Data and FAQ for instructions
You can "Manually ADD" the elements to be included in the "dropdown/type ahead list," by Clicking the Add New Project button and entering the Allocation Name, Allocation Code and SAVE
Or you can prepare the template with the Allocation Names, Allocation Codes, and upload the file
Manual Upload: Complete the template with your data, save to your desktop, and Upload Allocations
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