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Understanding Booked Quotes for Visuals in FL3XX BRIGHT

Use these filters to tailor your visuals to specific reporting requirements.

When creating reports or visuals for booked quotes in the FL3XX BRIGHT dataset, understanding the booked, booking status, and booking type fields is key.

Here's how to interpret and filter the data:
  • Total Bookings: The dataset contains the full list of bookings, categorized by booking status (e.g., OK, Cancelled, Pending) and booking type (e.g., Booked, Quoted).

  • Booked Field (0 or 1): The booked field indicates a booking is considered "booked" (value = 1) if its type is 'Booked' and its status is not 'Cancelled'. This applies to a subset of bookings. Else the booking is considered as "not booked" (value = 0).

Booking Status Breakdown:
  • 'OK': The booking is confirmed and active, all necessary approvals have been obtained, and the booking is ready to proceed with flight operations.
  • 'Cancelled': The booking has been cancelled by either the client or operator. Can be cancelled for various reasons (client request, weather, duty time violations, etc.).
  • 'Declined': the booking request was declined by the operator/owner. The request was not accepted or approved - meaning OK.
  • 'Dropped': A quote that was dropped or abandoned. Typically applies to quote-type bookings that were not pursued
  • 'Pending': The booking is in a pending state, waiting for some action. Could be waiting for quotes, approvals, confirmations, or other workflow steps. Default status for new bookings and quotes.
  • 'Failed': The booking failed due to some technical or operational issue. Could be due to system failures, payment issues, or other problem.
  • 'Closed': The booking has been completed successfully. All flights have been flown and the booking is finished.
  • 'Deleted': The booking has been deleted from the system. Considered "effectively cancelled" in the system.

Booking Type Breakdown:
  • 'Booked': A firm, confirmed booking that has been accepted and is ready for flight operations. The booking has moved from quote/option stage to actual booking status.
  • 'Option': Time-Limited Hold. Has a validUntil date that automatically expires.
  • 'Quoted': An initial price proposal sent to the client for consideration. Workflow states include: INIT (just created), QUOTE_SENT (sent to client). Can be converted to an option (with time limit) or directly to a booking.

Note: the Booked type step creates tickets for all passengers automatically, generates booking numbers and trip numbers and sets booking date when confirmed.



Booked but Not Cancelled:

Of the 'Booked' type bookings, those with booked = 1 exclude 'Cancelled' statuses. Note that this includes OK, Closed or Pending booking status.

 

Pricing and Tax Fields
  • "Tax": Captures general tax data, complementing region-specific taxes.
  • Value Added Tax (VAT) and Federal Excise Tax (FET) Handling: Displays VAT for European and FET for US-American operators, ensuring compliance and accurate regional reporting.
Deprecated Fields
Previously existing fields such as "VAT/FET", "Quote Net Price", "Quote Gross Price", "Net Price", and "Gross Price" are marked with a "(deprecated)" suffix.

Migration to the new fields is recommended!
  • New Financial Fields: Aligned directly with FE columns ("Total" for quotes, "Actual/Current" for booked, and "Sold" for finalized bookings):
    • Net Price (Total)
      Net price from "Total" (quote) or "Actual/Current" (booked).
    • TAX (Total)
      General tax from "Total" (quote) or "Actual/Current" (booked).
    • VAT (Total)
      VAT from "Total" (quote) or "Actual/Current" (booked).
    • FET (Total)
      FET from "Total" (quote) or "Actual/Current" (booked).
    • Gross Price (Total)
      Gross price from "Total" (quote) or "Actual/Current" (booked).
    • Net Price (Sold)
      Net price from "Sold" (booked only).
    • TAX (Sold)
      General tax from "Sold" (booked only).
    • VAT (Sold)
      VAT from "Sold" (booked only).
    • FET (Sold)
      FET from "Sold" (booked only).
    • Gross Price (Sold)
      Gross price from "Sold" (booked only).

The new financial fields use a more robust backend logic than the old, deprecated ones, providing a complete inventory for Total vs. Sold contexts.

 

Creating Visuals:
  1. To show only confirmed booked quotes, filter for booking status = OK AND booking type = Booked.

  2. If 'Pending' or 'Dropped' bookings are valid in your context (e.g., pending confirmation or dropped after booking), include them by filtering booking type = Booked AND booked = 1.

  3. Exclude 'Cancelled' statuses to focus on active or potential bookings.

 

Notes: The 'Dropped' and 'Pending' statuses within booked = 1 may need clarification with your data team, as they might represent valid booking states or errors. The booked field simplifies this logic but may not fully align with all business needs.