Activity Setup

This topic describes the setup that must be in place before you can access any functionality in the LS Activity module.

The table below describes the main fields on the LS Activity Setup page.

Here is a shortcut to a description of the card's FastTabs and fields:

General FastTab

Field Description
Reservation No. Series The number series used to assign unique reference numbers for the reservations.
Activity No. Series The number series used by default to assign a unique reference number for each activity. You can also define this series per activity type, if needed.
Task No. Series When a task is created, each task gets assigned a unique ID or task number.
Allowance No. Series The number series used by default when issuing allowance (pre selling products in bulk).
Retail Item Creation When creating new LS Activity products, you can create a new retail item based on templates (set on activity type) and assign it to the activity product.
Retail Item Creation

Used when creating new LS Activity products, if the item number should be the same as the activity product number.

Available options:

Same Item no./Product No

Use Template Item No. Series Use the same number series as the template item number is using.

Availability Matrix FastTab

This FastTab has optional settings regarding matrix views. If you do not set these options up, defaults are applied. See POS online help for details on these interface and style fields.

Field Description
Default Matrix Menu If set, then when the availability matrix is displayed, the menu container used for the view will pick up default settings according to this menu setup.
Matrix Interface profile Optional setup of which interface profile to use for presentation settings. If left blank then default settings are used.
Matrix Style Profile Optional setup of which style profile to use for presentation settings. If left blank then default settings are used.

Point of Sale FastTab

POS Reservation Type The reservation type that is assigned to all activities which are sold (and created) through the POS. If you leave this field blank, the default reservation type for the sold activity is used.
POS Entry Status The status used to assign to an activity when the activity is being created on the POS. If you leave this field blank, it is not possible to sell activities on the POS. Normally used to indicate that the entry is being created.

Note: We recommended that the status reserves the resources at this point. Also, we recommended to have a special status setup for this purpose only.
POS Posting Status This status is used to assign to the activity at the posting of the sale on the POS and payments on the POS. Normally used to indicate that posting on the POS was successful. The status can be used to trigger confirmation emails.

Note: This field is optional and can be left blank, if it is not needed.
Days in Payment View Specifies how many days in the future the user will be allowed to view unpaid activities when paying outstanding ones on the POS. If you leave this field blank, then no date filters are assigned on the payment POS list view.

Table Reservation FastTab

Hospitality Table Management Specify if the LS Activity reservations are going to be used for table reservations and should be transferred to LS Hospitality Table Management. The available values are No Integration and Integration with LS Hospitality.

Note: If you select integration, you must also specify the activity type to be used for table reservations to indicate which activity type should be synchronized.
Table Reservation Type This is the reservation type used as assignment when the table reservations are created through the LS Hospitality table management.
Table Reserve. Draft Status The status assigned on the Activity line in reservations when status is Draft at the table management side.
Table Reserv. Confirmed Status The status assigned on the Activity line in reservations when status is Confirmed at the table management side.
Table Reserv. Canceled Status The status assigned on the Activity line in reservations when status is Canceled at the table management side.
Table Reserv. No-Show Status The status assigned on the Activity line in reservations when status is No-Show at the table management side.

Quote & Invoice FastTab

This FastTab is only for settings that are required when you create a Business Central quote or an invoice based on a reservation. See settings on the Reservation Types card to allow Quote & Invoice for a reservation type.

Field Description
Quote Discounts Defines how discount assignments are handled:
  • Reservation Sets Discount: Discounts are assigned in the reservation and not at Quote/Invoice.
  • Quote Sets Discount: Discounts are assigned in the quote and brought back into the reservation. LS Central discounts would be generated.
Invoice Tax/VAT Defines if tax or VAT are included in the reservation prices.
  • Default: No setting will be assigned on the quote.
  • Price Include Tax/Vat: The include setting will be set on the quote.
  • Price Exclude Tax/Vat:  The exclude setting will be set on the quote.

Rental FastTab

Field Description
Rental Unit No. Series This is the number series used for identification of each rental unit and which is assigned automatically on each unit. If left blank, the system assumes the user will create each rental Unit No. manually.
POS Return Units Status The status assigned to each Rental Charge Line (Activity line) when the rental unit is returned using POS functionality. Only used if the user wants to identify the activity (rental reservation) with a new status when the equipment has been returned.
POS Late Return Units Status Same as return units status (above). Only assigned if the return is late according to the initial reservation, to differentiate rental lines that were returned late.

Member Deposits

Field Description
Member Deposit Item This is the retail item used to handle the posting at the POS when members deposit (and pay) into their temporary deposit account. Normally, this would be service or non-stock item.
Member Deposit Type (Tender) When members are using their temporary deposit account balance as payment, this setup defines if the payment is a tender type or a retail item. Normally, you would use tender type, but in some regions deposits might have VAT or tax settings and then you might need to use an Item setup to handle the payment posting.
Member Deposit (Tender) Defines the tender type (or item depending on the Member Deposit Type (Tender) settings), which is going to be used to post the payment part when members use their temporary deposit account balance for payment at the POS.
Member Deposit Balance Minimum Sets the minimum balance required when deposit balance is used as payment. This would normally be 0, but in some cases you might allow the members to have some "credit" and be allowed to go under 0 on their balance.
This value is the default and is then assigned on each temporary deposit account. The user can change this per member, if required. To do that go from the Activity Role Center to the Member Deposit List and change the Negative Balance Limit.
Note: Entries are only available in this list after the members' first deposit.
Member Deposit Max. Amount The maximum amount the member can deposit at each deposit entry at the POS.

Web Integration FastTab

Field Description
Web Logging Specifies if the web requests should be logged into a transaction log, or if only errors should be logged.
Web Draft Status The initial status of the activity when created through the WEB API.
Web Confirmed Status The status assigned to the activity when confirmed through the WEB API.
Web Paid Status  The status assigned to the activity when paid through the WEB API.
Web Cancelled Status The status assigned to the activity when canceled on the WEB API.
Show X days (Courses) The number of days shown in availability for courses when requested by the WEB API.
Show X days (Classes) The number of days shown in availability for classes when requested by the WEB API.
Web Currency Code The currency used to send pricing to the Web API.