RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
9 When you have finished making changes click OK. You will return to the Locker Rentals screen where your
adjusted locker selection will now be listed in the current transaction listing browser box at the bottom of the
screen.
Processing Locker Payments After Locker Processing
1 Go to Daily � Lock � Locker Payments. You will proceed to the Locker Payment 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 Payment Update screen.
4 Enter the amount being paid in the Pay Amt field.
5 Enter the appropriate pay code.
6 Click Print.
Canceling Locker Reservations
1 Go to Daily � Lock � Locker Cancel/Changes. You will proceed to the Locker Cancels/Changes Household
Selection screen.
OR
Click the Global Cancel/Change hot button to launch the Global Cancels/Changes Household Selection screen.
OR
Go to Daily � Global � Global Cancel/Changes to launch the Global Cancels/Changes Household Selection
screen.
2 Enter the household name and press Enter or locate the household through another 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 Lockers Cancel/Changes screen.
4 Highlight the Locker that you want to cancel.
5 Click Cancellation/Void. You will continue to the Locker Cancel screen.
6 Enter all appropriate information. Press F1 for screen-level Help as necessary. Click OK. You will return to the
Locker Cancel/Changes screen.
7 Repeat Steps 4–6 for each Locker that you wish to cancel for this household.
Note: Select the Include Other Balances toggle box at the top of the Cancel/Changes screen if you
want to factor in previous household credit or debit balances when processing the refund for this
cancellation. If you select this option and you owe money for another transaction, the refund amount
would be applied against your debit balance(s). De-select this option if you do not wish to factor in
other balances in your refund for this cancellation transaction.
8 Click Payment/Refund. You will continue to the Refund Update screen.
9 Complete the transaction. Enter all appropriate information. Press F1 for screen-level Help as necessary.
Updating the Locker Fees During the Locker Return Process
To update the locker rental fees during the locker rental return process:
1 Go to Daily � Lock � Locker Returns. You will proceed to the Locker Returns 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.
4 Highlight the appropriate family member in the Family Member Selection browser box.
See Also: Quick Tip for getting around the Browser Box
5 Highlight the appropriate Locker in the Outstanding Locker Rentals browser box and click Fees to proceed to the
Locker Fees Update screen.
6 Enter the appropriate changes. Press F1 for screen-level Help as necessary.
7 Click OK. You will return to the Locker Returns screen where the locker rental will automatically be added to the
Current Transaction Listing browser box.
Vermont Systems, Inc. 247 06/09/08