Borobudur Major (16.1.8)
Release Info
Release Summary
Kaptio is proud to announce that in the release we have introduced two new features. A new look for the payments screen for Itinerary Payments as well as a way to split payments between the Itinerary Groups. The new user interface is more modern and intuitive to use. Split Payments can be used to take payments and set up different payment plans for all your itinerary groups on a trip. Please take a look at their respective pages to learn more about them.
We recommend every customer to perform a test payment in their respective production environments to make sure that the permissions for guest site users are correct, after they have pushed this release to that environment. |
Addendum: Please note the Split Payments functionality which Kaptio introduced should not be configured for production use. The Kaptio team is continuing to evaluate and assess the functionality before it will be recommended for general use. |
New Features
New UI for Payments
We are proud to announce that in this release we reworked the UI of Itinerary Payments and made the screen modern and intuitive. In the new screen users can view how much has been paid against the total and a breakdown of deposit and balance.


Users can create new and edit the existing payment schedules:
When creating payments, users can select the schedule(s) and the amount to pay will be automatically populated with the outstanding amount of the selected schedule(s):

Users can view the detailed information of each payment by clicking on the info icon near the name of the payer:

Users can refresh the contents of the Itinerary Payments component by clicking on the refresh icon so that changes made on other tabs within Itinerary will be brought to the screen without need to refresh the whole page.
Split Payments
Travellers often request separate invoices for different members of the party. Because they are doing slightly different things, or simply paying separately. This is for cases where clients are travelling on the same itinerary, but want their own payment schedule rather than share the total booking payment schedule on the itinerary.
To enable our customers to provide separate payment schedules for different members of the party within the itinerary we have introduced the Split Payments feature.
When the Split Payments feature is enabled, multiple payment schedules will be automatically generated if Itinerary Groups are created within the Passenger tab (given that the Disable Group Payments flag is unchecked on the Itinerary). Payment schedules will be displayed separately for each group:

When creating payment schedules, users can select whether the new schedule will apply to all groups or to a specific group only:

The Split Payments feature provides users with the ability to assign payments to Itinerary Groups of passengers allowing for payment allocation against each Group:

Up to this date the system has sent deposit email and balance email to Primary Contact of the Itinerary. This is now being extended so these emails are sent to the primary passenger of the Itinerary Group if Split Payments are enabled.
How to Enable
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Set “Enable Split Payments” setting to True in the Setup > Custom Settings > App Settings
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Custom development may be needed for payment gateways handlers to support the Split Payments feature
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Deposit and Balance email templates may need to be reviewed so that they show correct information after Split Payments are enabled
Bug Fixes
Itinerary Builder
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We fixed an issue where the price of the per unit and per person add-ons on a service in Itinerary Builder were not recalculated after changing quantity or occupancy on that service.
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In this release we improved the search of locations in the Builder in the way that the location which name exactly matches the search is placed first followed by the locations which names contain this search as part of their name.
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Associated support ticket: KHELP-8552
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We fixed an issue that didn’t display service information in the Group view inside Itinerary Builder.
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Associated support ticket: KHELP-8051
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Starting from this release we have changed the default service record type to Accommodation when adding new lines to Itinerary Builder. This was done as keyboard shortcuts stopped working when Flight Placeholder was automatically chosen by the application as a service record type.
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Associated support ticket: KHELP-9329
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Starting from this release, the focus will start on the Service Record Type input when using any method to add a new line to the Itinerary Builder.
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Associated support ticket: KHELP-9360
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We have altered the functionality of our save button in Itinerary Builder. Previously it would scroll the window to the top, but now it will stay in place to allow users to continue working in-place on their itinerary.
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Associated support ticket: KHELP-9371
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We fixed an issue where the focus would be lost when using keyboard shortcuts to move around within quantity field modals and flight placeholder service modal inside itinerary builder.
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Associated support ticket: KHELP-9361
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There was a regression introduced when we added the possibility of selecting No Location in Itinerary Builder. The effect would be that you could not select anything else than the first location, when there was a location with the same name in the locations list. This has now been fixed so you can select any location from the location list.
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Associated support ticket: KHELP-9203
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Passengers
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We fixed an issue when the deadline date on the ticket was shown incorrectly when importing PNR.
Payments
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We fixed an issue when the deposit payment schedule couldn’t be saved with today’s due date.
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Associated support ticket: KHELP-8572
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Service Search
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We fixed an issue when the service of the 3rd party supplier couldn’t be booked after getting a new rate upon the Refresh action.
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Associated support ticket: KHELP-8387
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Fixed an issue when the Service selected in the Service Search app was added to the builder with an incorrect Meal Plan assigned.
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Associated support ticket: KHELP-9188
Previously, if validation or permission error occurred during the booking or cancelling Services of 3rd party Suppliers, no message was shown to users. Now the messages are visible so that users know what went wrong and can act accordingly.
From now on, in the Service Search results we show how many units of each option of the Service of the 3rd party Supplier is available in a property. We also added a validation that prevents adding more units to the Itinerary than available.
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Associated support ticket: KHELP-8471
In this release we fixed a bug where cancellation pop-up wasn’t appearing when attempting to book a service.
From now on choosing Skip option on the Service of the 3rd party Supplier that got timeout error upon booking sets Pending confirmation status on the itinerary item thus letting users know that the service needs to be refreshed as it may have been actually booked.
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Associated support ticket: KHELP-8513
Costings
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We fixed an issue where EC and ES flags were not appearing on the services in costings if they had estimated prices and mandatory add-ons without prices.
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Associated support ticket: KHELP-7593
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We fixed an issue when displaying passengers on the Costings summary where sometimes, their names would be displayed twice.
With this release we have removed the possibility to edit the package itinerary item in Costings when they have a non-zero selling price and Lock Sell Price is turned on.
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Associated support ticket: KHELP-9127, KHELP-9345
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We fixed an error that occurred in Costings when itinerary items had invalid Time From or Time To values.
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Associated support tickets: KHELP-6860, KHELP-6856
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Kaptio Notes
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Previously we had an issue when location search for the new Location Note included locations that are children of the searched location. From now on the search only returns results that exactly match or include the entered keyword.
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Associated support ticket: KHELP-8409
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Previously, when users would create a Kaptio Note without an Audience, it would cause an error down the line when trying to edit that Note. For that reason we have made sure that the Audience field is required.
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We fixed an issue where users were interrupted and blocked from continuing when trying to create a new Note Kaptio Note on the Notes page of a Service.
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Starting from this release we have addressed several issues with Kaptio Notes.
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The All Price Categories option in the Price Categories field is now selected correctly.
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Service values are not automatically added to Location Notes
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It is no longer possible to change the record type of a Kaptio Note
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Price Categories field is now correctly being indicated as a required field and an error message is presented when it is not selected.
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There were several issues with redirecting the user when the user has just created a Kaptio Note. From the Notes page from a Service, Cloning a Note and editing a Note on a Service were all causing incorrect redirect behaviour and has now been remedied.
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Trip and Itineraries
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We fixed the “Divide by 0“ error that occurred when cancelling an itinerary which had an itinerary item with reseller commission zeroed by the promotion.
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Associated support tickets: KHELP-8413, KHELP-7788
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Starting from this release we have made the system more resilient to creating trips simultaneously which was causing duplicate unique reference issues.
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Associated support ticket: KHELP-9220
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We fixed an issue when the default value of a custom picklist field was not saved on the new Trip record created via the “Create a New Trip” modal.
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We fixed an error that occurred when creating a trip using a New Trip action in the Salesforce tabs while on the record page that is not an account.
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We fixed an error that occurred when trying to add Passengers to an Itinerary which had been created by an external system with no Passengers.
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Associated support ticket: KHELP-8584
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Previously, all Itinerary Items on a Quote created from a Template got the “Is Visible“ flag set to True. From now on Services retain the setting from the old Itinerary on the new Itinerary.
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Associated support ticket: KHELP-7852
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In this release, we fixed an issue when the Passenger fields of “Phone“ type couldn’t be mapped to the Account fields in the Person Account Setting Schemes.
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Associated support tickets: KHELP-6874, KHELP-7012
Documents
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In this release we fixed an issue when the 'Is Visible to Customer' setting on Custom Type did not control the visibility of custom items to customers in the itinerary documents.
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Associated support ticket: KHELP-8283
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PNR and Flight Placeholder
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We fixed an issue where the Description, Name, and Full Name fields were not updated on the Flight Placeholder itinerary item when the departure or arrival airports were changed in the Builder.
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Associated support ticket: KHELP-7860
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We fixed a small UI issue on Flight Placeholder services where the Arrival Time in the Summary popover was not cleared completely after removing the arrival time from the last flight segment.
Minor Changes
Itinerary Builder
*From now on, if Smart Itinerary Dates are enabled in Kaptio, any dates from today onwards are allowed to be selected in the calendar popover in the Builder. If Smart Itinerary Dates are disabled, dates in the calendar popover are still restricted to those from the start date of the itinerary onwards. *Itinerary Builder includes the ability to extend the length of multi-day services using the “Days” column. Doing this prompts the question to the user whether subsequent services should be impacted and moved according to the new duration. In this release we’ve updated Itinerary Builder to trigger this question also when a multi-day service’s end date is changed.
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When an Itinerary Item has one or more notes, the user can now see a new option in the actions menu for the item, “Delete all notes”
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From now on when inserting Flight Placeholders from a template into the Builder, we show a warning of their dates have been automatically updated so that users are aware they need to verify the flight details.
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The hover area for the “New line” button in Itinerary Builder’s service table has been enlarged to make it easier to use.
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From now on, when a price category is changed in Itinerary Builder, the quantity of that Itinerary Item will not reset, therefore reducing the amount of unintended errors.
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Associated support ticket: KHELP-9314 ---
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In this release we retire the legacy UI of changing the start date of the itinerary: the Edit link on the Travel Start Date is now removed from the UI. The 'Change Start Date' action should be used instead. You can enable this by updating the page layout used in your Salesforce org for the Itinerary object to include the new Change Start Date lightning action.
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When selecting services in Itinerary Builder, the names of services will no longer be truncated but wrapped to a new line when needed for enhanced readability.
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Previously users had no way to know whether the price applied to a Service in the Builder is estimated or not so that users had to save the Builder and go to Costings to check prices. This inconvenience has now been solved and users can see EC & ES (Estimated Cost & Estimated Sell) icons directly in the Builder.
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Associated support ticket: KHELP-8148
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Previously setting a supplier cost and commission on a service with missing cost required two steps as supplier commission was not saved on the first step. This issue has been resolved in this release.
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Associated support ticket: KHELP-7836
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Passengers
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We improved the calculation of total amounts on Passenger records so that amounts to pay per passenger become more precise. Please note that the number of decimal places needs to be increased to 4 for the currencies in use in your organisation.
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Associated support ticket: KHELP-7470
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This release improves the experience for generating Itineraries from Trips where the Account is a Person Account by automatically assigning the first passenger record to the Trip’s Account and assigning them as the lead passenger.
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From now on passengers on the Itineraries that are created from a Trip always get an age that is set as maximum age on the corresponding Channel Role. The same also applies to Itineraries that are created from scratch without changing the default Channel Roles on passengers to be created.
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In this release we improved Passenger Allocations screen. Now users can see the channel role of each passenger and the occupancy selected on each itinerary items. This makes allocation of passengers a lot easier. Also, we now highlight cancelled passengers in red so that users can be aware of them.
Service Search
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Users can now quickly change between different types of services inside service search, without losing the search results already present.
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Starting from this release deleting of Service Mapping Tables that are referenced by itinerary items is no longer allowed. We added 'Is Active' flag to the Service Mapping Table object so that users can deactivate them instead of deleting.
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Associated support ticket: KHELP-8639
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In this release we prevented the possibility of booking services that are internal in the “Book Another” process.
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Starting from this release you can filter out all options that are related to inactive Service Mapping Records.
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We made Supplier field optional on the Connect Land Gateway. Now, if this field is empty on the gateway the Service of the 3rd party Supplier connected to this gateway will get Supplier value derived from the Service record. This should allow for choosing the supplier that is attached to the Service rather than the supplier that attached to the Connect Land Gateway.
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The Service Search in Itinerary Builder has been improved for instances where no availability is found for a particular service. The user is now presented the option to widen their search to other services that match the location and dates.
Kaptio Notes
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Now, when creating a Location Note from the related list on the Location detail page, the Location is auto-populated on a note being created.
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In this release we introduce some improvements to Kaptio Notes. Previously, when creating a Location Note it was hard to distinguish between location records that are called the same. To solve this issue we added the full names of locations underneath their names in the Location dropdown.
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From now on users are able to select multiple audiences when creating Kaptio Notes, so that a note can be applied to Supplier & Customer as an example.
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When cloning an Itinerary, users now have the option to not clone Itinerary Item notes.
Amendments
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From now on Close Date is copied from Primary Booking itinerary to Amendment itinerary thus eliminating discrepancies in prices between itineraries that may arise in case of Booking Date conditions set up for services prices and promotions.
Bookings
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In this release we added an ability to change supplier of service(s) from the supplier bookings screen. Supplier field has been added to the Edit modal for updating either single or multiple services at once. This field has also become editable in the Invoice To modal. Users need to be aware that depending on the setup of the suppliers, changing supplier on the service may lead to the update of confirmation method and supplier request emails on the edited service(s). For example, if previous supplier had manual confirmation method but the new one has setup for email confirmations, the edited service(s) will get email confirmation method and supplier request emails derived from the new supplier.
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This release re-introduces the supplier comment icon to the list of bookings on the Bookings page. Like before, this icon appears when a supplier has left a comment on a supplier request and clicking it will lead to the Supplier Action page where the comment is visible.
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Associated support ticket: KHELP-8574
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Documents
We are happy to announce that starting from this release the documents created on the amendment itinerary are transferred to the primary booking during the new merge process which we introduced in the Alhambra release. This means that the “Delete Amendment Itinerary” setting can be enabled safely.
Fixed an issue where content articles weren’t displaying videos in online documents.
This release fixes an issue where users where getting “System.NullPointerException: Attempt to de-reference a null object” when running unit tests on custom code that was using information from the Documents Engine.
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Associated support ticket: KHELP-7914
PNR and Flight Placeholder
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In this release we have improved the information provided on PNR information modals. We now display a confirmation status badge on the line in itinerary builder and the flight status is displayed in the service summary in itinerary builder and supplier bookings. The statuses included are the following:
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HK - Holds Confirmed
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KK - Carrier Confirmed
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TK - Schedule Change
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KL - Waitlist Confirmed
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HL - Holds Waitlist
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TL - Schedule Change Waitlist
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HX - Cancel Confirm Hold
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UN - Unable, no flight
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We have completed renaming Flight Leg to Flight Segment throughout the Kaptio product by relabelling the ‘Manage Flight Leg' action in Costings to ‘Manage Flight Segment’ and changing the name of the related list on the itinerary item detail page from ‘Itinerary Flight Legs’ to 'Itinerary Flight Segments’
Promotions
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We are happy to announce that we added a new Clone action to the Promotion object which allows to clone promotion records together with their rules, effects, and assignments to the promotion groups in just one click. The new clone button will need to be added to existing layouts for Users to use.
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Associated support ticket: KHELP-7444
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Setup
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We updated the help text for Valid To and Valid From when editing Fees.
This will only apply for first time installations. |
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We have added help tex to the Selling Price Setup Field in a Package Detail object to better clarify what options are valid.
This will only apply for first time installations. |
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Starting from this release we have disabled the “Convert Using Quote Date” when “Use Live Currency Conversion” is enabled in the Currency Setup.
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In this release we retire the “Enable Locations” setting in App Settings. From now on the locations are always enabled and legacy Destination fields are no longer in use.
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We updated the help text in Kaptio Settings for the field “Enable Line Rounding” that is located in “Markup & Currencies”
This will only apply for first time installations. |
Trips and Itineraries
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In this release we added support of lookup fields in the Template Search. This change will enhance users experience when inserting templates into the builder and creating quotes on trips with use of templates.
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Associated support ticket: KHELP-8235
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In this release we retire the “Default Trip Record Type” setting in the Kaptio Settings, Itinerary and Trip settings. From now on the default record type based on the user profile will be assigned to new trips that are created via the Convert Lead to Trip feature and to the Trips created from Trips tab.
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Previously we had an issue when external names of services on the cloned itinerary were not translated to the language selected on the new itinerary. Now, if the “Clone External Name“ box is unchecked during the itinerary clone, the external names of cloned services will be updated with the translations if they exist for the selected language. If the “Clone External Name“ box is checked during clone, selecting another language won’t affect cloned service’s external names which will be cloned from the original itinerary.
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Associated support ticket: KHELP-7439
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Starting from this release we have added a new List View for Trips which includes All Trips.
Other
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The description of the Suggested Min Price and Suggested Max Price fields on Itinerary Master and Itinerary Sub Breakdown Groups objects has been updated to clarify that the value used in the calculation is the Selling Price and not the markup as the old description implied. The current descriptions say: “The min suggested selling price derived from the selling price of each component.“ for Suggested Min Price “The max suggested selling price derived from the selling price of each component.“ for Suggested Max Price.
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We fixed a grammatical error in the labels on the Occupancy Modifier modal.
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We fixed a grammatical error in the labels on the Promotions Effects modal.
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When replacing the pricelist for the service in the Price Lines modal, users can choose the “All Customers“ option which brings the most applicable price whether it be a price specific for the travel agent, price group, auto-applicable pricelist, or, lastly, price for all customers. Many users are confused by this option as they assume that selecting it will bring the price for all customers which is not true if a more applicable price exists. In order to eliminate misunderstanding, we now rename this option to “Default Price“.
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We updated the save button on Passenger Allocation screen to make it more consistent with the rest of our product.
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A new type of Bulk Operation called “Unsold Manifesting Bulk“ has been added in this release. This operation allows to manifest unsold dates, i.e. itinerary items that have inventory status "Allotment" and release date = today, so that unsold allotment can be reported to suppliers without changing the confirmation status of the itinerary items.
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Associated support ticket: KHELP-8437
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How to enable:
Navigate to
Setup
⇒Object Manger
⇒Bulk Operation
⇒Fields & Relationshops
⇒Operation Type
Add a new picklist value to the Operation Type field on the Bulk Operation object:
Label:
Unsold Manifesting Bulk
API Name:
BulkManifestingUnsold
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Hotfixes
Here we list the regression hotfixes and releases they belong to
16.1.6
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We added the permission to be able to view Price Seasons on a Service to the Build Itineraries Custom Permission set. If the users that build itineraries need to change them, they need to be granted the write permission on their profile.
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We fixed an issue with smart dates logic. We now only consider active itinerary items when updating start and end dates in the itinerary if the status of the itinerary is not cancelled. If the status is cancelled we consider cancelled itinerary items as well.
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From now on choosing Skip option on the Service of the 3rd party Supplier that got timeout error upon booking sets Pending confirmation status on the itinerary item thus letting users know that the service needs to be refreshed as it may have been actually booked.
16.1.8
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We fixed incorrect behaviour when replacing API Services in the Itinerary Builder. From now on the existing item is placed in Deleted mode and a new itinerary item is inserted from the chosen service.
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We fixed an issue when an error was presented when closing a document that had been edited. Now users will be redirected to the itinerary page after closing the document.
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We fixed an issue where every service had the flag Visible set to true when those services were inserted as a template. Now they retain the value they had in the template.
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There was an error found on the Supplier Bookings page when opening an itinerary with a Custom Service on it. That has now been fixed.
16.1.10
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We fixed an issue with related to the permissions of the Read Only Guest Site User. The guest site user could not write relevant information when processing a payment and thus it looked like the payment was unsuccessful.
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A further issue was found and fixed that prevented guest site users to add comments on the itinerary page.
16.1.11
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Custom services that had no associated parent service the Itinerary Bookings and Itinerary Builder pages could not be opened. We have fixed this issue.
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There was an issue where the supplier invoice lines were not updated after changes were made inside the Costings screen. This has now been fixed and they are now updated.
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As already described in our documentation the HTML in our Content documents does no longer allow for parentless values inside td tags. Our fixes did not include td and th tags that had attributes in them. This has now been fixed.
16.1.12
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We addressed an issue with the non-lightning Costings screen that made the headers of the columns disappear.
16.1.13
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We fixed an issue where users could not make payments on the new payments UI when an additional Date/Time fields have been added to the fieldset. Now users can add those types of fields to the fieldset that is shown on the payment UI and correctly take payments.
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Related support ticket: KHELP-9567
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We fixed an issue with the View Proposals custom permissions for the read only user where some content was not visible. The read only user now has permissions to view the content.
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Related support ticket: KHELP-9607
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16.1.14
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There was an issue in our product that caused cost prices to not be recalculated on clone. When the Get New Conversion Rates checkbox was checked to true the itinerary would not recalculate with new currency conversion rates upon cloning. We have fixed this in this version, so now supplier buy rate and item currency factor values on the itenerary items are updated according to the new conversion rates on the new itinerary.
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Related support ticket: KHELP-6310
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We fixed an issue where Total Sell and Total Sell Tax amounts would be zeroed on Passenger Itinerary Unit Assignment records when an Itinerary Item was recalculated and Lock Sell Price mode was turned on. These values now remain the same and untouched with Lock Sell Price mode turned on.
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Related support ticket: KHELP-9321
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We fixed an issue that arose in Borobudur that you could not view builder for itineraries that had itinerary items with no Price Line associated with it. This was possible when creating itineraries with old costings feature and does not affect itineraries created in Lightning Costings or Itinerary Builder.
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Related support ticket: KHELP-9576
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In this release we have decided to deprecate a setting for supplier invoices called ISH. Now Supplier Invoice Lines are created based on the relative basis for that line. For itinerary items, the item itself will be used to generate the supplier invoice line, if it is an itinerary service, the service will be used as a basis for generating the Supplier Invoice Line. Previous version: we fixed an issue where Supplier Invoice Lines were incorrectly generated with the ISH setting set to false. Now Supplier Invoice Lines are created based on the Itinerary Service, and then separately for Add-on, Meal Plan and Price Categories.
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We fixed an issue with permissions related to recalculations in an itinerary which was created in a non-lightning costings.
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We fixed an issue when Supplier Buy Rate was changing to 1 on the Itinerary Items after recalculating the confirmed Itinerary which occurred if Force New Conversion Post Booking setting was enabled.
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Related support ticket: KHELP-7129
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We fixed an UI issue with policy popover in ‘Book Services’ modal on Itinerary Bookings page when doing a second attempt of booking confirmation after the first attempt failed.
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Related support ticket: KHELP-8513 (edited)
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16.1.15
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Customers with 15.10 deployed will already have run one of the batch jobs added to 16.0. As the batch job can take several days to complete, the Post Install has been changed so that customers on 15.10 do not run it when upgrading to 16.x. **Related support ticket: KHELP-9689
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The custom permission for (Kaptio) Customer Payment has been updated to include additional objects that need to be queried to process a payment as the read only user. Please note: Kaptio’s internal quality assurance only covered manual payments, we encourage our customers to do rigorous testing on every payment gateway.
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Related Support Ticket: KHELP-9694 ---
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The custom permission (Kaptio) Build Trips & Itineraries has been updated to include the additional object that needed to be queried for the conversion process.
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Related Support Ticket: KHELP-9701
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16.1.16
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In this release we fixed an issue when it wasn’t possible to add different live activity Services to Itinerary at once due to the incorrect validation that ensures that user doesn’t add more units of a Service than available on supplier side. Related Support Ticket: KHELP-9739
16.1.18
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In this release we fixed an issue when PNR Flight Segment Status field was not updating within an Itinerary when a PNR was refreshed. Now Flight Segment statuses always remain in synchronisation with the API in all areas of the system whenever a PNR Refresh is initiated.
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The manual payment method chosen in the new payments screen will be saved in the payment record. Previously, the payment method was always set to BANK TRANSFER (MANUAL PAYMENT).
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Related Support Ticket: KHELP-9798
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