RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
8 Click Payment to process the payment as usual.
Charging Deposits & Damage Fees for a Locker Reservation
How to Make a Locker Deposit
You can make deposits at two different points—during the reservation or after a reservation has
been made.
To make a deposit during the reservation:
1 Click the Locker Rental hot button.
OR
Go to Daily � Lock � Locker Rentals. You will proceed to the Locker Household Selection screen.
2 Highlight the household or organization for which you wish to process facility reservations/charge a deposit and
press Enter OR click Select. You will proceed to the Locker Rentals screen.
3 In the Locker Room field, select the locker room for which you wish to create the reservation.
4 In the Locker No field, select the locker that you wish to reserve.
5 In the From field, enter the starting date of the reservation.
6 In the To field, enter the ending date of the reservation.
7 Click Fees. You will proceed to the Locker Fees Update screen.
8 In the Deposit Amount field, enter any deposit required.
9 Any default amount in this field is established in Locker Maintenance on the Fees and Features screen.
10 Click OK to return the Locker Processing screen where the reservation and applicable deposit will be added to
the Current Transaction Listing browser box.
11 Repeat steps 2 through 10 as needed.
12 Click Payment to process the reservation(s) listed in the Current Transaction Listing browser box. You will
proceed to the Payment Update screen.
13 In the Pay Amt field, enter the amount paid for the reservation and deposit combined.
14 Click Print or No Print.
To charge a deposit after the reservation has been made:
1 Go to Daily � Lock � Locker Deposit Changes. You will proceed to the Locker Household Selection screen.
2 In the Lookup field, enter the name of the household or organization for which you wish to charge a deposit.
3 Press Enter. You will proceed to the Household Listing screen.
4 Highlight the household or organization for which you wish to charge a deposit.
5 Click Select. You will proceed to the Lockers Deposit Changes screen.
6 Highlight the locker reservation transaction for which you wish to charge a deposit.
7 Click Update Deposits. You will proceed to the Deposit Revision screen.
8 In the Deposit Charged field, enter the amount of the deposit that you wish to charge in the Deposit Charged
field.
9 Click OK. You will return to the Locker Deposit Change program.
Note the amount in the New Mod/Dep Balance field. If this amount is greater than or equal
to zero, you will proceed to the Payment Update screen. If this amount is less than zero, you
will proceed to the Refund Update screen.
10 Click Payment/Refund to proceed to the Payment Update screen (if the New Deposit Balance is greater than or
equal to zero).
11 In the Pay Amt field, enter the amount being paid.
12 Select the appropriate Pay Code.
13 Click Print or No Print.
6/9/2008 248 Vermont Systems, Inc.