RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Making Changes to an Existing Trip Reservation
Changing a Trip Reservation
1 Go to Daily � Trip � Trip Booking Cancel/Changes. You will proceed to the Trip Search Criteria screen. Click
Name Lookup to proceed to the Trip Cancel/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 Trips Cancel/Changes screen.
4 Highlight the trip that you wish to make changes to.
5 Click Detail Changes. You will continue to the Trip Booking Update screen.
6 Enter all appropriate changes. Press F1 for screen-level Help as necessary.
Note: You cannot makes changes to the Dept Date or Dept Time fields.
7 Click OK. You will return to the Trip Cancel/Changes screen.
8 Repeat Steps 4–7 for each trip booking in the browser box that you wish to change for this household.
9 When you have finished making changes to all the trips listed within the browser box, click Payment (or Refund).
10 Depending on the changes you have made you will either proceed to the Payment Update screen or the Refund
Update screen.
11 Complete the transaction. Enter all appropriate payment/refund information. Press F1 for screen-level Help as
necessary.
Canceling a Trip Reservation
1 Go to Daily � Trip � Trip Booking Cancel/Changes. You will proceed to the Trip Search Criteria screen. Click
Name Lookup to proceed to the Trip Cancel/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 Trips Cancel/Changes screen.
4 Highlight the trip that you want to cancel.
5 Click Cancellation/Void. You will continue to the Trip Cancel screen.
6 Enter all appropriate information. Press F1 for screen-level Help as necessary. Click OK. You will return to the
Trip Cancel/Changes screen.
7 Repeat Steps 4–6 for each trip 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.
6/9/2008 252 Vermont Systems, Inc.