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Documentation Index

Fetch the complete documentation index at: https://docs.pxaccounting.com/llms.txt

Use this file to discover all available pages before exploring further.

A business model is only useful once it is assigned to one or more properties. There are two places to assign:
  • From the wizard - the final review step has an Assign properties action.
  • From the business model edit screen - any time after creation.

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Assigning from the wizard

The Create-a-business-model wizard’s Details & Listings step has the listings picker built in. Tick the properties this model should govern, then continue to the review step. PX saves the assignment when you click Save on the review step.
Assign listings inside the wizard

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Assigning from the model

For an existing model:
  1. Open Business Models in the sidebar.
  2. Click the model name to open it.
  3. Click Assign properties.
  4. The picker dialog opens with a search box and a multi-select list of every property in your account.
  5. Tick the properties this model governs.
  6. Click Save assignments.
PX persists the assignment immediately. If the model is active, audits and diagnostics start using the model for the assigned properties on their next run.

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One model per property

Each property can only have one active business model at a time. Assigning a model to a property that already has one replaces the previous assignment. This is a deliberate constraint - it keeps audits unambiguous (PX always knows which model to use for a given reservation). If you need to change the model on an active property:
  1. Assign the new model. The old assignment is removed.
  2. Run an audit on a date range that overlaps with the change to check for transition findings.

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Effective dates

Each business model has an activation date. PX uses this date plus the property’s assignment record to decide which model applies to a given reservation:
  • The reservation’s check-in date is compared against the active assignment’s effective range.
  • If a property had Model A before March 1 and Model B after, March 1 is the cutoff and PX uses each model only for reservations whose check-in falls in its range.
This means re-assigning models is safe for historical data - past audits remain consistent because they use the model that was active at the time.

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Bulk assignment patterns

If you have many properties on the same management agreement:
  • Same model for all - create one model and assign it to every property.
  • Tier-based - create one model per tier (Standard 20%, Premium 25%, Trust 15%) and assign properties accordingly.
  • Owner-based - create one model per owner. Useful when each owner has bespoke commission terms.
  • Channel-based - one model with channel conditions on commission. Single model, dynamic rate.

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Removing an assignment

To unassign a model from a property:
  • From the model picker - uncheck the property and Save.
  • From the property - currently you can only do this from the model side.
To take a model out of service entirely without deleting it, click Deactivate on the model. This unassigns every property and sets status to Inactive. The model is preserved for history.

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What happens when you assign

When you click Save assignments on an active model:
  1. The assignment row is created (or updated) in PX.
  2. A diagnostics batch job is queued for every newly assigned property.
  3. Findings show up on the property detail page and in the next audit you run.
When you assign on a draft model, no diagnostics run yet - PX waits for the model to be activated.

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Re-assigning after a model edit

If you edit an active model’s rules, PX creates a new version automatically. The version bump triggers a diagnostics re-run for every property assigned to the model so existing findings are recomputed against the new rules. You do not have to re-assign properties - assignments persist across versions.