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.
\uD83D\uDCD8 Introduction
When opening a new season with Maxxton Software, it is important to configure & review all of the relevant configuration in order to make sure that the roll-out of your new season runs smoothly. To help you with this and make sure that you haven’t forgotten anything, please follow the instructions described below.
🔧 Instructions
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 : https://maxxton.atlassian.net/wiki/spaces/TP/pages/333905925/Implementation+Examples+of+Internet+Payment+Methods#Create-ledgers%3A
Create a new Fiscal Year
Please see this page on how to configure a Fiscal Year : https://maxxton.atlassian.net/l/cp/i8xaXXBx
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
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
Rentability & Rate configuration
Create new rentabilities / rentability set(s) for your accommodation types
Please see this page for more information on Rentability & Rentability sets : https://maxxton.atlassian.net/l/cp/vArxAZpQ
Link representations to rentabilities / rentability set(s)
Please see this page on how to manage representations : https://maxxton.atlassian.net/l/cp/jQGAdnbs
Create rates for your accommodation types
Please see this page for more information on rates within Maxxton Software : https://maxxton.atlassian.net/l/cp/yV0c3VVd
Release Configuration
Create a new release
Please see this page on how to create a new release : https://maxxton.atlassian.net/l/cp/gFqhLxZb
📚 Jira ticket blueprint
To help you manage the setup of your new season via Jira and communicate with the Customer Success team when needed, you can see the following master ticket that has been created for this purpose.
MXTS-42089 - Getting issue details... STATUS
This master ticket also holds all of the sub-tasks that are listed in this page. You can copy the ticket and create a replica for your specific project and follow the progress made.
⭐ Conclusion
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 succes team for help.