STL CookbookTransaction Auto Generation Rules
Configure transaction code groups and generation logic so main transactions automatically create linked service fees, taxes, etc.
Entry: Console → Finance → Transaction Auto Generation Rules.
The Digital team provides default generation rule templates at launch; adjust or add as needed.
Transaction Auto Generation Rules manage group configuration and define generation logic (service fees, taxes, etc.). When certain transactions occur, related transactions can be generated automatically — e.g. room charge generates service fee and tax.
Page fields:
| Field | Description | Notes |
|---|---|---|
| Group | Top-level classification | e.g. Rooms, Payment |
| Sub-group | Second-level classification under a group | e.g. Hotel Room Charge under Rooms |
| Generated Transaction | Additional transaction type from main transaction | Shown as percentage or tax format |
The list shows groups, sub-groups, and generation configuration per row.
Prerequisites
None
Steps
Create group
Click Create Group.
In the dialog, enter:
- Group Name: Custom name.
- Group type: Payment or Charge.
Click Confirm.
The create group dialog uses group name and type. Primary button is Confirm.
Group type determines whether codes in the group are payment or charge.
Create sub-group
Click add sub-group (+) next to the target group.
Enter Sub-group Name in the dialog.
Click Confirm.
The create sub-group dialog uses sub-group name. Primary button is Confirm.
Groups and sub-groups start with default (n/a) configuration — configure generation rules as needed.
Configure generation rules
| Rule type | Description | Use case |
|---|---|---|
| n/a (default) | No linked transactions | Standalone transactions, e.g. payments |
| Percentage | Generate by percentage of amount | Service fees, commissions |
| Fixed amount | Generate fixed amount | Fixed fees |
| Tax | Calculate tax by rate | VAT, business tax |
Example: Room charge generation rules
Requirement: All room charges auto-generate 10% service fee and 6% VAT.
Click Edit Sub-group next to the sub-group.
Configure:
- Generated Transaction type: Percentage
- Percentage: 10
- Transaction Code: Select service fee code
- Enable Save the total amount for further calculation (affects tax calculation)
Click Confirm.
Click Edit Group next to the group.
Configure:
- Generated Transaction type: Tax
- Tax Category: VAT 6%
- Transaction Code: Select tax code
- Calculation: Use sub-group total for calculation
Click Confirm. The list shows configured percentage and tax rules.
Result: When the system generates a ¥1000 room charge (code 2500), it also creates:
- Service fee: 1000 × 10% = 100 (code 8000)
- Tax: (1000 + 100) × 6% = 66 (code 9000)
Calculation methods:
- Use original transaction amount only: Base is the triggering transaction only. ¥1000 room charge → tax = 1000 × 6% = ¥60.
- Use sub-group total for calculation: Base is all transactions in the sub-group. ¥1000 room + ¥100 service fee → tax = 1100 × 6% = ¥66.
Example: Guest damage generation rules
Requirement: All guest damage charges auto-generate 13% VAT.
Click Edit Sub-group next to the sub-group.
Configure:
- Generated Transaction type: Tax
- Tax Category: VAT 13%
- Transaction Code: Select tax code
- Enable Save the total amount for further calculation
Click Confirm. The list shows tax rules for the sub-group.
Result: ¥1000 guest damage → tax: 1000 × 13% = ¥130.
Group configuration can stay n/a (default).
Example: Payment generation rules
If there is no commission, keep group and sub-group at default — no extra configuration needed.
Requirement: Auto-generate 15% commission on this payment type.
Click Edit Sub-group next to the sub-group.
Configure:
- Generated Transaction type: Percentage
- Percentage: 17.6471
- Transaction Code: Select commission code
- Enable Save the total amount for further calculation
Click Confirm.
Commission percentage: 15% is relative to total amount, but the system calculates on pre-commission amount. Formula: x / (100 − x), where x is the commission rate.
Result
Groups, sub-groups, and rules are saved; the list shows percentage or tax rules. New main transactions generate linked transactions per rules.
FAQ
- Why didn't linked transactions generate as expected when a transaction occurred?
- Can one group have multiple generation rules?
- Do generation rules affect historical transactions?
Related
None