RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Changing a Pass Visit History Record
Perform the following set of steps if you wish to update an existing pass visit history record that is
NOT linked to any visit fees.
1 Go to Utilities � Pass � Pass Visit Utilities � Pass Visit History Update.
2 In the Pass field, enter or select the pass type for which you wish to change a pass visit history record.
3 In the Date Range fields, enter or select the range of visit dates for which you wish to update pass visit history
records.
4 Click Process. You will continue to the Pass Visit History Line Item Listing screen.
5 Highlight the Pass Visit History record that you wish to update and click Change. You will continue to the Pass
Visit Update screen.
6 Update the fields as needed. Click Process when you have completed making your changes.
7 Repeat steps 5 and 6 for each pass visit history record listed that you wish to change.
8 Click Exit to return to the Main Menu.
Deleting a Pass Visit History Record
Perform the following set of steps if you wish to delete an existing pass visit history record that is
NOT linked to any visit fees.
1 Go to Utilities � Pass � Pass Visit Utilities � Pass Visit History Update.
2 In the Pass field, enter or select the pass type for which you wish to delete a pass visit history record.
3 In the Date Range fields enter the range of visit dates for which you wish to delete pass visit history records.
4 Click Process. You will continue to the Pass Visit History Line Item Listing screen.
5 Highlight the Pass Visit History record that you wish to delete. Then, click Delete.
6 A question box will display asking you if you are sure that you want to delete this record. Click Yes to confirm.
7 Repeat steps 5 and 6 for each pass visit history record listed that you wish to delete.
8 Click Exit to return to the Main Menu.
Point of Sale Fixes/Corrections
Charged Wrong Price for an Inventory Item
Before fixing the problem for the existing household, check the following to make sure an
incorrect charge will not reoccur for this item or household:
• Make sure sale dates and prices have not been incorrectly entered on the inventory or tran code level for the
item.
• Check to make sure that the default quantity field on the tran code level is correct.
• Check the tax tables on the tran code, inventory and household levels. Consult the Inventory/Ticket, Tran Code
and Trip Tax Precedence tables to confirm that the correct tax amount is being charged for the selected item.
• If purchasing an inventory item, check to make sure that the price is listed correctly in the right time spot on the
price matrix screen.
• If purchasing an inventory item, check to see if the correct price option is selected along with the appropriate
markup/margin percent.
• Check the residency status on the household.
• Check the discounts by module on the household.
• Review the quantity listed on the POS screen.
If you require additional assistance resolving any of the aforementioned problems, please call
Vermont Systems, Inc.
To fix the problem for the current household:
• Update the charges for the item under the appropriate file maintenance section (inventory/tran code/trip/ticket).
6/9/2008 296 Vermont Systems, Inc.