🧪 Experimental KB — Official knowledge hub: community.kaptio.com

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configuration

System setup and configuration

32 articles

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Activating Users in Salesforce Sandbox After Refresh (Removing .invalid Email Suffix)

After a Salesforce sandbox refresh, user email addresses have '.invalid' appended to them. Users cannot log in because verification codes are being sent to the invalid email addresses instead of their

sandbox user-activation email
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API Booking Error: Issuing Country Cannot Be Null - Incomplete PGI Identity Document Fields

When attempting to book services through third-party supplier APIs, the booking fails with an error message containing 'issuing country cannot be null' or 'identification_document > [issuing country]

PGI passport identity-document
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Applying per-passenger pricing adjustments for PNR bookings with mixed fares (FOC/paid)

When a PNR with multiple passengers having different pricing conditions (e.g., one Free of Charge, one paid) is imported into Salesforce, the Costings view displays the combined total as a single cost

PNR costings per-passenger-pricing
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Auto-generated confirmation documents missing content after payment

When a payment is processed and triggers automatic document generation, the resulting confirmation document may be missing expected content such as booking details, passenger information, or payment s

documents confirmation auto-generation
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Builder Bulk Move Fails When Custom Validation Rule Blocks Items with Closed Inventory

When bulk moving services in the Builder, an error popup appears saying 'This Date is Closed Out' and prevents the line items (including surrounding items) from moving to the correct dates.

builder bulk-move validation-rule
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Configuring Max Unit Occupants for Cruise/Cabin Passenger Allocation

When building packages with cruise cabins, the system only allocates passengers to a single cabin even when multiple cabins are needed. For example, a package search for 4 adults requiring 2 cabins (2

cruise cabin passenger-allocation
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Configuring Service Search Default Filters and Location Pre-population

Users want to control default filter behavior in Service Search, specifically: (1) Having the Internal filter checked by default instead of Live Inventory, and (2) Having the location pre-populated wh

service-search itinerary-builder filters
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Emails Not Sending in Sandbox Environment

Emails are not being sent from a sandbox or UAT environment. Emails may remain in 'Rendered' status in the email queue, or supplier booking emails do not generate. This commonly occurs after a sandbox

sandbox email configuration
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Duplicate field name error when creating Sales Invoices due to custom field namespace collision

Customer was unable to create Sales Invoices. The system was throwing a 'duplicate field' error during invoice generation.

sales-invoice custom-fields namespace
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Enable email sending in Salesforce sandbox environments

Emails are not being sent from sandbox or UAT environments. This commonly occurs after a sandbox refresh or new sandbox creation.

sandbox email app-settings
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Error Adding Component Options After Upgrade - PhysicalInventorySelection Field Required

After upgrading to a newer Kaptio version, users encounter errors when attempting to add component options to packages. The error occurs because a new required picklist field 'Booking Wizard Unit Numb

package component-options upgrade
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Featured Images Appearing Blank After Mass Update

After performing a mass update to the Featured Image field on Content records (via Data Loader or similar tool), the images appear blank in the edit screen and do not display in documents.

content featured-image content-assignment
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How Owner ID is assigned during Lead to Trip conversion

Customer wanted to understand how the Owner ID field is determined when converting a Lead to a Trip in Kaptio, and whether there is a way to change the default behavior.

lead-conversion trip owner-id
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How to Add Fields to Price Category View for Service Types

When adding or editing Price Categories (Ticket Types) on Services, certain fields do not appear in the interface even though they have been added to the Price Category page layout in Salesforce Setup

price-category field-set service-record-type
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How to Auto-Update Itinerary Item Status When Passenger Information Changes

Customer needed itinerary items to automatically change to 'Unconfirmed Amendment' status when passenger guest information (PGI) is updated, so suppliers can be re-confirmed with the new passenger det

flow passenger confirmation-status
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How to Auto-Set Gross Invoicing for Travel Agency Accounts

Customer reported that the Gross Invoicing checkbox (KaptioTravel__GrossInvoicing__c) was not being automatically checked when new Travel Agency accounts were created. They believed this used to work

gross-invoicing account automation
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How to configure Max Unit Occupants for Vehicle UOM services

Services with UOM set to 'vehicle(s)' were not creating Itinerary Services or Itinerary Price Lines when a room occupancy was set. The customer had set Max Room Occupants but the services still weren'

vehicle UOM price-category
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How to Connect a New or Refreshed Sandbox to KTAPI

When customers create new sandboxes or refresh existing ones, the KTAPI connection is lost and must be reconfigured. The sandbox needs to be connected to KTAPI with all external supplier gateways conf

sandbox KTAPI configuration
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How to Customize the Payments Related List Columns on Itinerary

Users want to see additional fields or different columns in the Payments related list that appears on Itinerary records. By default, the related list may not show all the information users need to vie

payments page-layout itinerary
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How to Enable Emails in Sandbox Environments

Emails cannot be sent from sandbox or UAT environments. Email records may show status 'Rendered' but never send, or errors may include 'Failed to resolve' DNS errors pointing to the courier staging AP

sandbox email configuration
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How to Hide Services with Specific Inventory Statuses from Service Search

Services with specific inventory statuses (such as 'Closed' or 'Sold Out') continue to appear in Service Search results, even though users expect these services to be hidden based on their inventory s

service-search inventory-status kaptio-settings
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How to resolve Builder FLS permission errors after Kaptio package upgrade

Users cannot access the Itinerary Builder screen after a Kaptio package upgrade. Some users receive a Field Level Security (FLS) error when trying to open itineraries in the Builder tab, while other u

permissions FLS builder
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How to resolve 'Insufficient Permissions' errors when moving services or adding packages

Users receive 'Insufficient permissions: secure query included inaccessible field' errors when attempting to bulk move services or add packages to itineraries. This blocks users from completing these

permissions FLS field-level-security
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How to resolve 'Required fields are missing: LastName' error when batch deleting Passenger Itinerary Unit Assignments

When batch deleting Passenger Itinerary Unit Assignment (PIUA) records, the operation fails with error: 'Required fields are missing: [KaptioTravel__LastName__c]'. This typically occurs when customers

PIUA batch-delete triggers
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How to Track Cancelled Service Values Only for Booking-Stage Cancellations

The managed package field KaptioTravel__OriginalTotalPriceForCancelled__c was showing inflated reservation prices because it includes prices from services cancelled during BOTH the Quote stage AND the

cancellation itinerary-item roll-up-field
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Itinerary item not appearing on confirmation document - IsVisible field set to false

Customer reported that an itinerary item/service was not appearing on the booking confirmation document, even though the item existed on the itinerary.

document-generation confirmation isvisible
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KTAPI Endpoint Misconfiguration: Sandbox Pointing to Production Environment

Users encounter errors when adding services, cabins, or costing items in a Salesforce sandbox environment. Error messages include 'item_option_id(s) do not exist', 'insufficient access rights on cross

ktapi sandbox configuration
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Package Components Empty in Costings - Lightning Page Configuration Required

Customer reported that when selecting a package in costings, it appears empty even though components (like hotels) have been added to the package.

packages lightning components
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Package 'No Main Component Selected' Warning Messages After Release Update

After a Kaptio release update, customers see warning triangle icons in the Package Components tab with the message 'Package has no main component selected'. This affects all packages that existed befo

packages cancellation-engine components
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Re-establishing KTAPI Connection After Sandbox Refresh

After a Salesforce sandbox refresh, the KTAPI connection stops working. Customer reported KTAPI connection issues in their UAT environment following a sandbox refresh, causing API errors and

ktapi sandbox-refresh connection
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Service not appearing in search results despite API availability - Check Is Active field

Customer reported that a hotel service was returning availability from the API but was not appearing in Kaptio service search results.

service-search item-configuration is-active
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Understanding Cumulative Pricing for Volume-Based Discounts

Customer needed clarification on what the Cumulative Pricing field does on price categories and when it should be enabled.

cumulative-pricing volume-discounts group-touring