The goal of this article is to provide our clients with a step by step guide on how to open a new season with Maxxton Software. Below, you will find in chronological order the different elements that need to be checked or configured to make sure that you have a successful launch of a new season.
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\uD83D\uDCD8 Introduction
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Financial configuration
Create (and check/update if necessary) a new ledger
Please make sure to check that all of your ledgers configured in the system are up to date with all of the relevant information. You also need to create a new ledger for the fiscal year, please see this page on how to configure a ledger : Create ledger
Create a new Fiscal Year
Please see this page on how to configure a Fiscal Year : https://maxxton.atlassian.net/l/cp/i8xaXXBx
Create Link a new Fiscal Year and its ledger to the Admin Organisation
Please see this page on how to configure a Fiscal Year Ledger on an Admin Organisation: https://maxxton.atlassian.net/l/cp/vESSAFtg. This should only be done in case the toggle inside the Fiscal Year, to use the Admin Organisation ledger, is selected.
Create new journal periods
Please see this page on how to configure Journal Periods : https://maxxton.atlassian.net/l/cp/s8NzAwEW
Check ledgers (& update if necessary)
Please make sure to check that all of your ledgers configured in the system are up to date with all of the relevant information.
Content configuration
Check accommodation types and Units (& update if necessary)
Please make sure to check that all of your accommodation types & Units configured in the system are up to date with all of the relevant information. For more information see https://maxxton.atlassian.net/l/cp/DPEXT5NE
Check mandatory addon configuration
Please make sure that the mandatory addons are valid for the new bookyear.
Check additional bookable addon configuration
Please make sure that the additional bookable addons are having rentability and rate configuration for the new season.
Check priority management configuration
Please see this page on how to manage priority management : Priority management
Check infotext configuration
Please see this page on how to manage infotexts : Infotexts
Check event configuration
Please configure events for the new season on the related locations.
Check payment term configuration
Please check if the needed payment term sets are available for the new season. You can find more information about payment term set configuration on Setting up payment terms
Rentability & Rate configuration
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Please see this page for more information on rates within Maxxton Software : https://maxxton.atlassian.net/l/cp/yV0c3VVd
Create or update configuration for recurring offers
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Please see this page for more information on offers within Maxxton Software : Offers
Check Revenue Management configuration
Please check for example the dates in the Monitors (if applicable). Please see this page for more information on our Revenue Management tool : Revenue Management configuration
Owner configuration
Update own use in the owner contract types
Please update the contract types with the own use configuration for the new bookyear.
Extend contracts linked to owners
Please check if there are any owner contracts to be extended.
Release configuration
Create a new release
Please see this page on how to create a new release : https://maxxton.atlassian.net/l/cp/gFqhLxZb
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With the tools above, you are now ready to open a new season within Maxxton Software and make sure that your roll-out runs smoothly & without any issues. If you have any questions regarding any of the steps, please do not hesitate to contact the customer support succes team for help.