RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Changing the Number of Light Reservation Hours if You are Using a
Light Export Program
For the following steps, assume that:
• The New Profile Bill Code is "NLGHT" and the Old Profile Bill Code is "OLGHT" (as established in Static
Parameters - Screen 6 of 6).
• You are increasing a household’s light reservation hours from two to five.
1 Go to Daily � Facility � Facility Cancel/Changes.
2 Enter the reservation number.
3 Click OK to proceed to the Facility Cancel/Changes screen.
4 Highlight the specific reservation for which you wish to change the number of light hours (if it is not highlighted
already).
5 Click Update Charges.
To make changes:
6 Before the reservation date and before exporting the light codes:
7 Change the Count for the NLGHT bill code from "2" to "5" OR Before the reservation date but after exporting the
light codes:
8 Press the F9 key or right-click from within the field and add NLGHT as a new bill code line item. Enter "3" in the
corresponding Count field (5 hours - 2 hours = 3) OR After the reservation date: Change the Count for the
OLGHT bill code from "2" to "5."
9 Click OK to return to the Facility Cancel/Changes screen.
10 Click Payment/Refund. You will continue to the Payment or Refund Update screen, depending on whether the
household or organization is now owed money or is due a refund.
11 Process the payment or refund as usual.
Adding a New Reservation to an Existing Reservation
1 Click the Facility Reservations hot button.
OR
Go to Daily � Facility � Facility Reservations. You will proceed to the Facility Reservation Household Selection
screen.
2 Type the name of the household or organization for which you wish add a new reservation to one of their existing
reservations and press Enter. You will proceed to the Household Listing screen.
3 Highlight the applicable household or organization and press Enter or click Select. You will proceed to the
Facility Reservations screen.
4 Select the appropriate facility in the Facility field.
5 Enter the appropriate beginning and ending reservation dates in the From and To fields.
6 Enter the appropriate reservation times in the Start and End fields.
7 Click Add Info to proceed to the Additional Information screen.
8 Enter the existing reservation number in the Link to Reservation # field.
9 Click OK. You will return to the Facility Reservations screen.
10 Click Select to add the reservation to the Current Transaction Listing Browser Box.
11 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Facility Payment Update screen.
12 In the Pay Amt field, enter the current amount begin paid by the household. Press F1 for field-level Help as
needed.
13 Click Print to continue to the Output Selection screen where you may elect to preview and/or print the resulting
receipt.
Vermont Systems, Inc. 179 06/09/08