Baggage Allowance And Charges In Optional Services Overview

115 Pages·2015·0.64 MB·English

BAGGAGE ALLOWANCE AND CHARGES
IN OPTIONAL SERVICES OVERVIEW

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Copyright © 2008 Airline Tariff Publishing Company. All rights reserved.
BAGGAGE ALLOWANCE AND CHARGES OVERVIEW
Contents
1.0 OVERVIEW .................................................................................................................................................................................... 4
1.1 DATA REQUIREMENTS .................................................................................................................................................................. 11
1.2 SUB CODE STRUCTURE (BAGGAGE TYPE) .................................................................................................................................... 12
1.2.1 Sub Code ............................................................................................................................................................................... 12
1.2.2 Attributes ............................................................................................................................................................................... 13
1.2.3 Type of Service ...................................................................................................................................................................... 15
1.2.4 Commercial Name/Text/Picture ............................................................................................................................................ 15
1.3 BASIC PROCESSING OVERVIEW .................................................................................................................................................... 16
2.0 DEFINITIONS AND ASSUMPTIONS....................................................................................................................................... 19
2.1 DEFINITIONS ................................................................................................................................................................................. 19
2.2 ASSUMPTIONS ............................................................................................................................................................................... 26
2.2.1 Embargoes – No Data and No Match (Service Type E) ...................................................................................................... 26
2.2.2 Baggage Allowance for checked baggage – No Data and No Match (Service Type A) ....................................................... 27
2.2.2.1 Journeys To/From US/CA ............................................................................................................................................................................................................... 27
2.2.2.2 Journeys NOT To/From US/Canada ............................................................................................................................................................................................... 34
2.2.3 Carry-on Baggage Allowance– No Data and No Match (Service Type B) .......................................................................... 36
2.2.4 Pre-Paid Baggage Charges – No Data and No Match (Service Type P) ............................................................................. 37
2.2.4.1 Currency Conversion and Rounding ............................................................................................................................................................................................... 37
2.2.5 Baggage Charges – No Data and No Match (Service Type C) ............................................................................................ 38
2.2.5.1 Currency Conversion and Rounding ............................................................................................................................................................................................... 39
2.2.6 Category 35 Baggage Data versus Baggage Data within the Optional Services Product ................................................... 40
2.2.7 Check-in Processing with Conflicting Data between the ticket and ATPCO data ............................................................... 41
2.2.8 Baggage Specific High-Level Assumptions for what is “In Scope” for Baggage Processing ............................................. 42
2.2.9 Prepaid Baggage .................................................................................................................................................................. 44
3.0 DETAILED FIELD PROCESSING ........................................................................................................................................... 45
4.0 PROCESSING............................................................................................................................................................................... 46
4.1 PRICING BAGGAGE SERVICES ....................................................................................................................................................... 48
4.1.1 Baggage Embargoes Services ............................................................................................................................................... 49
4.1.1.1 BT (Baggage Travel) and Carrier Whose Rules Apply ................................................................................................................................................................... 51
4.1.1.2 Examples ......................................................................................................................................................................................................................................... 55
4.1.2 Baggage Allowance (Checked Baggage) .............................................................................................................................. 60
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4.1.2.1 BT (Baggage Travel) and Carrier Whose Rules Apply ................................................................................................................................................................... 61
4.1.2.2 Examples ......................................................................................................................................................................................................................................... 64
4.1.3 Carry-on Baggage Allowance............................................................................................................................................... 66
4.1.3.1 BT (Baggage Travel) and Carrier Whose Rules Apply ................................................................................................................................................................... 68
4.1.3.2 Examples ......................................................................................................................................................................................................................................... 70
4.1.4 Pre-Paid Baggage Services .................................................................................................................................................. 72
4.1.4.1 BT (Baggage Travel) and Carrier Whose Rules Apply ................................................................................................................................................................... 74
4.1.4.2 Examples ......................................................................................................................................................................................................................................... 76
4.1.5 Baggage Charges Services ................................................................................................................................................... 78
4.1.5.1 Checked Baggage Charges .............................................................................................................................................................................................................. 78
4.1.5.2 Carry-on Baggage Charges ............................................................................................................................................................................................................. 80
4.1.5.3 BT (Baggage Travel) and Carrier Whose Rules Apply ................................................................................................................................................................... 82
4.1.5.4 Pricing Solutions on the Baggage Travel (BT) ............................................................................................................................................................................... 85
4.1.5.5 Examples ......................................................................................................................................................................................................................................... 86
4.2 DISPLAYING SERVICES ................................................................................................................................................................. 91
4.2.1 Examples ............................................................................................................................................................................... 92
4.2.1.1 Baggage Embargoes ........................................................................................................................................................................................................................ 92
4.2.1.2 Baggage Allowance Services .......................................................................................................................................................................................................... 94
4.2.1.3 Carry-on Baggage Allowance Services ........................................................................................................................................................................................... 96
4.2.1.4 Prepaid Baggage Charges Services ................................................................................................................................................................................................. 98
4.2.1.5 Baggage Charges Services .............................................................................................................................................................................................................. 99
ATTACHMENT A – BAGGAGE SELECTION ............................................................................................................................... 101
BAGGAGE ALLOWANCE/PRE-PAID BAGGAGE/BAGGAGE CHARGES – FOR CHECKED BAGGAGE ....................................................... 101
BAGGAGE EMBARGOES AND CARRY-ON BAGGAGE (ALLOWANCE AND CHARGES) .............................................................................. 108
ATTACHMENT B – DISCLOSURE REQUIREMENTS FOR UNITED STATES DEPARTMENT OF TRANSPORTATION
(US DOT) ............................................................................................................................................................................................... 112
14 CFR 399.85 (B) – REQUIRED DISCLOSURE AT TIME OF PASSENGER FARE QUOTE ............................................................................. 112
14 CFR 399.85(C) – REQUIRED DISCLOSURE AT TIME OF PASSENGER TICKETING ................................................................................. 113
DETERMINING FIRST AND SECOND BAG CHARGE ................................................................................................................................... 114

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1.0 Overview

The Optional Services subscription product defines both Optional Services (such as meals, seat assignments, and in-flight
entertainment) and Baggage Allowance and Charges. These are differentiated by a distinct Service Type Code as follows:

Optional Services
Service Type M = Merchandise (irrelative of whether a ticket exists)
Service Type T = Ticket related (must be associated to a passenger’s ticket)
Service Type F = Flight Related (must be associated to specific flight/s on a passenger’s ticket)
Service Type R = Rule Buster Service (must be associated to a specific fare component on a passenger’s ticket and
overrides reissue and/or refund conditions for that fare). Note this is also referred to as the
Reissue/Refund Override Service.
Service Type Z = Branded Fares (only for use in Branded Fares product)

Baggage Allowance and Charges
Service Type A = Baggage Allowance (for checked baggage)
Service Type B = Carry-on Baggage Allowance
Service Type C = Baggage Charges
Service Type P = Prepaid Baggage Charges associated to the Baggage Travel (BT)
Service Type E = Embargoes

Baggage and Optional Services processing share the same data source, formats and structure (i.e. Records S5 and S7). However, they
have their own unique processing requirements. This document provides a processing overview for Baggage Allowance and
Charges (defined as Service Type A, B, C, P, or E). Refer to the Optional Services Overview Data Application for an overview of
processing Optional Services (defined as Service Type M, T, F, Z or R).

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Baggage Processing applies the following high-level steps:

1. Determine the carrier whose rules apply and the travel (Baggage Travel) on which the baggage data applies. (This is defined
in Attachment A - Baggage Selection of this document.)
2. Process Embargoes (Service Type E) Records S5 and S7 data.
a. Any item defined as “embargoed” is not permitted as part of the free or checked baggage.
3. Process free baggage Allowance for checked bags (Service Type A) and carry-on bags (Service Type B)
a. Any item not permitted within the free allowance must be processed as a charged item.
4. Process baggage charges for Prepaid (Service Type P) and Charges (Service Type C)
a. Assess charges as applicable
b. An item that is not permitted within the free allowance and not specified as a charge is assumed to be not permitted.

The above steps are further defined below.

Baggage processing first identifies the baggage type (allowance, carry-on baggage, embargoes, prepaid, and charges) that is being
requested, and then determines the carrier whose rules should be considered. Processing next looks up the applicable service
(baggage) type Record S5 and then determines the application for this type of baggage by processing the Record S7 as defined below.

1. Baggage Selection: Baggage processing uses a standard set of rules for baggage selection to determine the carrier whose rules
apply and the Baggage Travel (BT) for which the baggage provisions apply. This standard set of rules is defined in Attachment
A – Baggage Selection.
Baggage selection is determined before gathering the services (S5 processing).
o
For travel not to/from the US or not to/from Canada, when the marketing carrier’s rules apply based on the result of
o
Reso 302 (see Attachment A – Baggage Selection), processing must check to see whether the marketing carrier defers
their baggage rules to the operating carrier.
For travel to/from the US (see Attachment A – Baggage Selection), processing will first check to see whether the first
o
marketing carrier is a US DOT carrier and if they defer their baggage rules to the most significant marketing carrier.
For travel to/from Canada (see Attachment A – Baggage Selection), processing will first check to see whether the first
o
marketing carrier is a Canadian Transportation Agency carrier and if they defer their baggage rules to the most
significant marketing carrier.

NOTE: Optional Services uses a data driven concurrence process using Record S6 data. However, Record S6 processing is not applicable to Baggage
Selection processing.

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2. Processing different Baggage Services: Systems will process Baggage Allowance and Charges services (Service Types A, B,
C, E and P) to meet the baggage provisions that apply within or are impacted by a carrier’s conditions of carriage. Baggage
processed as an Optional Service (Service Types F, T, R and M) may or may not be offered as a separate baggage service. For
example, pre-paid excess baggage that is sold as a voucher (not associated to a flight) for a discount prior to check-in is
considered an Optional Service whereas pre-paid baggage that is sold associated to a flight is considered a baggage service.
The business need will drive whether or not Baggage Allowance and Charges services and/or Optional Services is processed.

3. Baggage Allowance (Checked and Carry-on) and Embargoes Processing: Processing is not only used to help in the calculation
of charges, but can be done for other business reasons. For example, Baggage Allowance is processed for business reasons
including but not limited to defining the free baggage allowance to put on a passenger ticket; applying at time of passenger
check-in to see if the passenger is checking excess baggage; and/or determining carry-on allowance. Baggage Allowance is
processed with a standard service type (A and B) and sub code (0DF for check baggage and 0LN for carry-on baggage) that
keeps it distinct. Embargo processing results in determining baggage that is not permitted to be checked.

NOTE: Refer to Figure 1 on the following page for an explanation of key differences between Optional Services and Baggage processing.

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Subscription Records
The following primary Optional Services subscription records support the automation of all Baggage Allowance and Charges service
types:
• Record S5 – Sub Code Services Record (defines the baggage type and associated Service Type Code)
• Record S7 – Services Provisions Record (defines the qualifying data and applicable allowance, charge, or embargo information)

NOTE: Optional Services Concurrence – Record S6 is not applicable for Baggage Allowance and Charges. For Baggage Services, a defined set of
baggage selection rules based on IATA Resolution 302 are provided for systems to select the applicable carrier(s) and travel for which the
baggage allowance and charges provisions specified within Records S5 and S7 apply. Baggage Selection, as a first step, does not require
systems to process Record S6. Rather, systems will perform itinerary analysis and then, based on this itinerary analysis, will select a given
carrier(s) baggage provisions within Records S5 and S7. Baggage Selection rules are detailed within Attachment A – Baggage Selection
at the end of this document.

A brief description of each of these two records is provided on the following pages along with a processing overview of how they
work in conjunction to support the pricing of Baggage Services. This is not a document describing the business display and/or
customer interaction. Refer to individual Data Application documentation for each of the records for further information on pricing
Baggage Services.

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Record S5 – Sub Code Services Record
Record S5 defines the service (baggage type) associated to a specific Sub Code by identifying the high-level Group Code for the
service as well as a specific Sub Group and/or Description(s) that further classify the service. The Group Code, Sub Group, and
Description codes (i.e. Attributes) allow systems to pinpoint the type of service applicable to a Sub Code and to compare/identify like
services. The Sub Code will be further classified as industry-defined or carrier-defined.

Data providers must identify (via Record S5) whether the service applicable for a Sub Code represents
• baggage allowance (for checked baggage);
• carry-on baggage allowance
• baggage charges;
• pre-paid baggage; or
• embargoes

Baggage Allowance – Generic Sub Codes
Baggage Allowance for checked baggage (Service Type A) or Carry-on Baggage Allowance (Service Type B) use the
following unique generic sub codes designated strictly for use in processing baggage allowance. These codes cannot be used
with any other Service Type.

0DF = Baggage Allowance for checked baggage
0LN = Carry-on Baggage Allowance

The codes are used to match to applicable Record S7 Provisions records which detail the free baggage allowance (piece,
weight, etc.) and qualifying conditions.

It is possible the same sub code is specified for multiple Baggage or Optional Services Types. The following Service Types may
specify provisions for the same sub code:
• Baggage Charges (Service Type C),
• Pre-Paid Baggage (Service Type P),
• Optional Services baggage (Service Types, F*, T and M), and
• Embargoes (Service Type E).

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Example
A sub code of ABC (heavy bag up to 70 pounds) may be designated as a pre-paid baggage service (P) with one price (USD 15)
and a baggage charge (C) with another price (USD 25) .
In an extreme example, a carrier could use the same sub code to create four Record S5s –
1. ABC for pre-paid baggage (“P”),
2. ABC that is sold as merchandise (“M”).
3. ABC that applies as a baggage charge (“C”) and
4. ABC that applies as an embargo (“E”).
*Note: The industry has directed that pre-paid baggage charges associated to a flight should be filed as Pre-Paid baggage (Service Type “P”).

Upon initial pricing/display, processing must interrogate the Record S5 in order to determine what baggage services a carrier offers.
Record S5 will specify where (at what point in processing) the service can be displayed. Additional data in the Record S5 is further
used to determine the associated SSR code, filter offered services based on Group Code, Sub Group and/or Description, determine the
EMD requirements and reason for issuance (RFIC), and/or provide the customer with the commercial name, text, and/or picture
explanation of the service.

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Record S7 – Services Provisions Record
For Baggage processing, Record S7 specifies the travel, passenger, geographic, carrier, flight, fare, and sales requirements that apply
to baggage allowance (checked and carry-on), baggage charges, embargoes and pre-paid baggage.

Baggage Allowance for Checked Baggage
For determining the checked baggage allowance, processing must first determine the carrier and BT (baggage travel) (based on
Baggage Selection as described in Attachment A – Baggage Selection). Once processing finds the applicable record with
Service Type A and Sub Code 0DF (based on Record S5 – Sub Code Services Record), then processing will interrogate and
apply the data in Record S7.

Carry-on Baggage Allowance
For determining the carry-on baggage allowance, processing must find the operating carrier that applies on each sector (see
Attachment A – Baggage Selection). Once processing finds the applicable record with Service Type B and Sub Code 0LN
(based on Record S5 – Sub Code Services Record) for each operating carrier on each sector, then processing will interrogate
and apply the data in Record S7.

Baggage Charges (including Prepaid)
For determining checked baggage charges and prepaid baggage charges, processing must use the same carrier and BT used for
checked baggage allowance (Type A) along with the determined excess baggage criteria to look up a charge. Processing must
find the applicable charges to look up by using the service (baggage) type identified in Record S5 and interrogating and
applying the data in Record S7.

Carry-on Baggage Charges
For determining carry-on baggage charges, processing must use the same operating carrier and BT (where the BT is defined
as a single sector) used for carry-on baggage allowance (Type B) along with the determined excess baggage criteria to look up
a charge. Processing must find the applicable charges to look up by using the service (baggage) type identified in Record S5
with Group BG (Baggage) and Sub Group CY (Carry-on) and interrogating and applying the data in Record S7.
NOTE 1: Prepaid baggage charges are not applicable for carry-on bags.
NOTE 2: The carry-on data is always applied based on the operating carrier on each sector (there are no exceptions to this application.)

Embargoes
For determining embargoes, processing must find the operating carrier that applies on each sector (see Attachment A –
Baggage Selection) and interrogate the baggage records by using the service (baggage) type identified in Record S5 with
Service Type E along with the applicable baggage criteria to look up the embargoes.
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