RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
12 Click OK. You will return to the Locker Rentals screen.
13 Click Select. The locker rental will be added to the Current Transaction Listing browser box.
14 Click Payment to process the locker payment as usual.
Enter the Condition of the Locker during the Locker Rental Process
1 On the Locker Rentals screen, highlight the appropriate family member in the Family Member Selection browser
box.
See Also: Quick Tip for getting around the Browser Box
2 Select the appropriate Locker Room.
3 Enter the appropriate beginning and ending reservation dates in the From and To fields.
4 Click Features to continue to the Features Listing screen, where you can highlight the locker feature(s) required
by this family member and click Select. You will return to the Locker Processing screen where the first available
locker that has all of the selected features will automatically be entered in the Locker No (Locker Number) field.
5 If a lock has been linked to the automatically selected locker, then that lock number will display in the Lock No
field OR If you wish to link a lock to this locker rental at this time, press the F9 key or right-click in the Lock No
field and select the applicable lock from the picklist.
6 Click Fees to proceed to the Locker Fees Update screen.
7 In the Condition field, select the condition of the locker.
8 Click OK. You will return to the Locker Rentals screen, where the locker rental will automatically be added to the
Current Transaction Listing browser box.
9 Click Payment to process the locker payment as usual.
Making Changes to an Existing Locker Reservation
Changing Locker Reservations
1 Go to Daily � Lock � Locker Cancel/Changes. You will proceed to the Locker Cancel/Changes Household
Selection screen.
2 Enter the household name and press Enter or locate the household through another available search option.
Press F1 for field-level Help as necessary. You will continue to the Household Listing screen.
3 Highlight the correct household and click Select. You will proceed to the Locker Cancel/Changes screen.
4 Highlight the locker reservation that you want to change and click Detail Changes. You will proceed to the
Locker Detail Change screen.
5 Enter all locker changes. Press F1 for screen-level Help as necessary.
6 Click OK. You will return to the Locker Cancel/Changes screen.
7 Repeat steps 4–6 for each locker reservation within the browser box that you wish to change.
8 Click Payment/Refund. You will proceed to either a Payment Update or Payment Refund screen depending
upon the consequences of your changes.
9 Process the payment/refund and click Print or No Print.
Changing the Locker Fees During Locker Processing
1 Go to Daily � Lock � Locker Rentals. You will proceed to the Locker Processing Household Selection screen.
2 Enter the household name and press Enter or locate the household through another available search option.
Press F1 for field-level Help as necessary. You will continue to the Household Listing screen.
3 Highlight the correct household and click Select. You will proceed to the Locker Rentals screen.
4 Select the locker room in which you want to reserve a locker.
5 Enter the date range during which you want to reserve a locker.
6 Select the locker that you wish to reserve.
7 Click Fees. You will continue to the Locker Fees Update screen.
8 Change all appropriate information. Press F1 to refer to screen-level Help as necessary.
6/9/2008 246 Vermont Systems, Inc.