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Onboarding Checklist

Use this checklist to verify that all configuration is complete before go-live.

Master Data​

  • Country/Region — AIR Region set on all relevant countries (use "Setup AIR Regions" action or verify manually)
  • Items — All travel product items created with:
    • Invoice Text field populated where custom invoice descriptions are needed
    • FirstCard Article Code set (if customer uses FirstCard)
    • Diners Article Code set (if customer uses Diners)
  • Vendors — All hotel and car rental vendors created with:
    • Vendor Type set (Hotel or Car Rental)
    • Hotel Chain Code set (for hotel vendors, e.g., QI, BW, SH)
    • Car Rental Company Code set (for car rental vendors, e.g., EP, SX, ZI)
    • Voucher Email set (for vendors that receive vouchers)
    • Hotel Property Code set (for specific hotel properties)
    • Is Subcontractor flag set where applicable
  • Customers — All customers configured with:
    • Required field flags set (Department, Project Number, Cost Place, Employee Number, Requisition No, Requester)
    • Credit Card Provider selected (None/FirstCard/Diners)
    • Credit Card No. entered (if credit card provider is set)
    • Hotel Voucher Option set (Manual/Yes/No)
    • Car Rental Voucher Option set (Manual/Yes/No)
    • Specify Service Fees flag set
    • Excl. Currency Rate Markup flag set where applicable
  • Salesperson/Purchaser — Old Code mapped if migrating from legacy system

Setup Tables​

  • AIR Destination — ~16,000 destination codes imported with country mappings
  • AIR Commission Code — All commission codes created with correct percentages and G/L accounts
  • AIR Setup — Configured with:
    • Voucher No. Series assigned
    • NDC Markup % Online / Offline set
    • BSP Card Fee % set
    • Currency Rate Markup % set
    • FirstCard Receivables Account set (if using FirstCard)
    • Diners Receivables Account set (if using Diners)
    • Test Mode settings configured (optional, for initial testing)
  • AIR Posting Setup — Rules created for all applicable combinations of:
    • Gen. Bus. Posting Group
    • Product Type (Flight, Hotel, Car Rental, Ground Transport, Train, Other)
    • Booking Type (BSP, UCCCF, Ghost, Voucher, Confirmation)
    • Payment Method (Card, Invoice)
    • Card Type (None, FirstCard, Diners)
    • With G/L accounts assigned: Sales Account, Purchase Account, Markup Account, Service Fee Account
  • AIR Order Item Mapping — Mappings created for all combinations of:
    • Product Type + Region + Service Type + Is From Web + Plus Voucher → Booking Item + Service Fee Item

Verification​

  • Process a test AIR booking file in Test Mode to verify:
    • Correct item is selected per product type and region
    • Correct G/L accounts are used for posting
    • Customer required fields generate expected warnings
    • Voucher decisions work as configured
    • Vendor matching resolves correctly for hotels/car rentals
  • Post a test invoice and verify:
    • Travel details appear on the invoice report
    • VAT display matches customer setting
    • Service fees are itemized (if customer has Specify Service Fees = Yes)
  • If using credit cards, verify settlement file generation works