ATOS · Online Department Training
A practical self-guided session built around one booking truth: Reservations owns the commercial journey; Accounts owns the financial journey; both work from the same booking.
Canonical training case
ATZ-2026-000001
Mr & Mrs Anderson · 10–21 June 2027
Read / demonstration case only. Write exercises must use approved temporary QA records.
01 · 10 min
Confirm that each participant can sign in with their own ATOS credentials and understands the one-booking principle.
Open ATOS in a separate tab and sign in with your assigned username and passcode.
Do not share credentials. Reservations and Accounts should each use their own department access.
Keep this training page open as your guide while you work in ATOS.
02 · 40 min
Read the Anderson training case and understand how Reservations owns the commercial journey before Finance takes over.
Locate ATZ-2026-000001 — Mr & Mrs Anderson. This is a TRAINING / CASE STUDY record, not a production KPI.
Identify the current booking stage and the next commercial action.
Trace the itinerary V1 → client review / amendment → V2 → quotation → acceptance sequence.
Confirm the booking reference, traveller count and travel dates.
Explain what information must be complete before the handoff to Accounts.
Do not create or mutate financial records on the Anderson booking. Use only approved QA records for write practice.
03 · 10 min
Understand exactly what Finance receives from Reservations and why Finance should not reconstruct the booking.
Confirm the accepted itinerary and quotation belong to the same booking.
Confirm the client identity, booking reference and financial context are consistent.
Accounts should read the booking position first; finance follows the booking, not the other way around.
04 · 40 min
Read the financial position correctly and know the controlled sequence for invoice, payment verification, receipt / EFD and reconciliation.
Open the Finance Command Center and locate invoice ATZ-INV-2026-0002.
Read the Anderson training position: quote USD 24,800; deposit USD 6,200; balance USD 18,600.
Identify what has been received, what remains outstanding and the next financial action.
Review the sequence: invoice → payment evidence → verification → receipt / EFD → reconciliation.
Do not mark a payment received merely because a slip exists. Verification remains a controlled Accounts action.
Do not mutate the Anderson financial record during training; use an approved temporary QA record for write exercises.
05 · 10 min
Confirm that both departments can explain the boundary between commercial ownership and financial ownership.
Reservations can state the booking stage and next action without help.
Reservations can explain what triggers the handoff to Accounts.
Accounts can read deposit and balance correctly from the booking context.
Accounts can explain why a payment slip is not the same as a verified payment.
Both departments can explain why the same booking reference must follow the traveller from inquiry through finance.
Knowledge check
1. Who owns the inquiry before booking confirmation?
2. Should Accounts rebuild the itinerary or commercial history?
3. What is the Anderson training invoice?
4. Does a payment slip alone mean the payment is verified?
5. May trainees change the Anderson financial record?
6. What connects Reservations and Accounts?
Completion rule
Completion on this page is stored only on the participant’s device. Formal training completion should be recorded after the department confirms access and performs the practical workflow with the trainer.