Recoding Market Segments

1. During Recoding, G3 RMS is not processing data or sending decisions, so apply any last-minute overrides and prepare to manage your business manually.
2. Recoding removes all Demand, Wash and Pricing overrides. Save the Input Override and Output Override reports, so you can apply the overrides after the process is complete.
3. Recoding also cancels scheduled Booking Situation, Data Extraction, Performance Comparison, and Pick Up/Change and Differential Controls Reports. Note any existing schedules so that you can re-enter them after recoding.

On the start date for the recoding, IDeaS stops G3 RMS processing and places the system in System Dormant Mode. G3 RMS creates an Alert.

1. Click and then Information Manager. The Alert tab displays.
2. Find and click the Complete Market Segments Recoding Information Alert.
3. Click Go to Market Segments Recoding. The Recoding module opens.
4. In the Migration Configuration tab, click Export to download an Excel file of your current market segments.
5. Open the Excel file and map the old market segments to new market segments in columns D, E and F:
   • New Code: the name of the code for the new market segment or rate code.
     • To replace one existing market segment or rate code, type the name next to the Current Code.
     • To combine several old market segments or rate codes into one, type the New Code next to each of the current codes that you want to combine.
     • Copy and paste the line and type the new names if you split one old market segment or rate code into several new ones.
     • Leave the New Code field empty if there is no change.
     • Don't reuse a discontinued market segment code. For example, if you rename market segment ABC to DEF, and you rename another old market segment to ABC, you get a Cyclic Mapping error during the import.
   • Data is invalid – delete the history: In almost all cases, select No. Select Yes only if the historical data is invalid or older than two years. If you are not sure, contact your IDeaS representative.
   • Is Primary Code for One to Many Splits: If you split one old market segment into several new ones, select Yes for the new market segment that should receive all the historical data of the old code. Select No for the others, and G3 RMS only assigns future business to them.
6. Save the modified workbook in an XLSX format.
7. Click the Choose File button.
8. Navigate to and select the saved workbook.
9. Click Import.
10. G3 RMS checks the workbook for data and formatting errors. If it finds errors, it cancels the import and tells you which rows have errors. Click the Excel icon to export the error list. Correct the errors, then import the workbook again. See Fix the issues that cause import failures.

When you successfully import the market segment mapping into G3 RMS, the New AMS Configuration tab displays in the Recoding module. Export the existing market segments and rate codes, assign the appropriate attributes, and then import them back into the system.

1. Click the New AMS Configuration tab.
2. Click Export to download an Excel file of your current market segments and rate codes.
3. Open the Excel file and, in columns D and E of the AMS Attributions tab, select the appropriate Attribute and Forecast Type option for each market segment and rate code. See Attributes for definitions. Click the tab to see your property's Current AMS Configuration.
4. Save the modified workbook in an XLSX format.
5. Click the Choose File button.
6. Navigate to and select the saved workbook.
7. Click Import.
8. G3 RMS checks the workbook for data and formatting errors. If it finds errors, it cancels the import and tells you which rows have errors. Click the Excel icon to export the error list. Correct the errors, then import the workbook again. See Fix the issues that cause import failures.

If you see the Confirm Shifting of Rate Codes window, G3 RMS found that some rate codes in the imported attribute Excel file now belong to a different market segment than before the import. The system wants you to confirm that you want to move the business of these rate codes between those market segments. Click Yes to confirm. Click No to keep the rate codes in their original market segment.

If you see the Confirm Assigning Undefined Rate Codes to Default Attributes window, G3 RMS found rate codes in the imported attribute Excel file that belong to a split market segment and are missing attributes. Click Yes and the system assigns the attributes of the Default Market Segment to these rate codes. Click No to change the attributes for any rate code in the template and upload a new version.

1. Click Information Manager. The Alert tab displays.
2. Find and click the Complete Market Segments Recoding Information Alert.
3. Click I have completed the Market Segments Recoding.

The system changes the market segments and rate codes in all reservations and groups. Then it rebuilds the data that you see in G3 RMS, like pace, for changed market segments and, if needed, rate codes. The process takes about 35 to 90 minutes.

Note that after the rebuild you might see data differences between G3 RMS and other systems. See pace differences for details.

After the rebuild completes, IDeaS checks the data to ensure that the recoding changes were applied correctly.

You get the Create and Commit Forecast Groups Alert. Click Go to Market Segments configuration and click Create Forecast Groups. Then click to Create Forecast Groups. Review this topic for the detailed steps. After you commit the Forecast Groups, G3 RMS starts a full optimization and goes into Read Only mode. That takes five to ten minutes.

Return to the Alert and click I have completed creating and committing Forecast Groups.

If you haven't already, complete the work in your Reservation System The primary reservation system, like a PMS or CRS, that provides data to G3 RMS. The data from that one system is used by the RMS to forecast, optimize and produce controls. The controls are sent to all selling systems, which for some integrations may exclude the reservation system.. You need to move reservations from the old to the new market segments and set old market segments to inactive. Inform your IDeaS representative when you are done.

IDeaS updates the system with the missing extracts and resumes processing. Once the system date is current, we ask you to review.

Review the forecast and decisions. Then confirm to IDeaS that G3 RMS can resume Decision Delivery Mode.

G3 RMS resumes sending decisions to your selling systems. You are back to normal operations.