RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
2 In the Individual Selections browser, select the pass type(s) for which you wish to update or change the status
based on a future date.
OR
In the Beg Type and End Type fields, enter or select the range of pass type(s) for which you wish to update or
change the status based on a future date.
3 Optional: Enter a pass type Wildcard.
The wildcard is used to select additional pass types that fall outside of the range selected above. The pass type
wildcard must be five characters, with a dot (.) substituting for any non-specific character. For example, a pass
type wildcard of NR… would include any pass type that begins with NR.
4 Choose whether you want to use the range plus browser or just the browser selections.
5 Enter the date as of which you want to process updates.
6 Select the Change Pass Status with Balance Only? option if you want to change the change the pass status
based on a minimum membership balance owed.
Note: If you do NOT select this option, the fields listed below will not be visible on the screen.
7 If you selected the Change Pass Status with Balance Only? toggle, enter the minimum membership pass
balance for which you wish to change the pass status.
Then, click the down arrow to select the pass status that pass member records with the specified minimum
membership balance will hold after running this program.
If you selected to change the pass status to Suspended, enter the range of dates for which the pass will be
suspended.
8 Click Process to begin the process of changing the pass statuses.
9 Click Exit to return to the Main Menu.
Using the Pass Off-Line Batch Processing Program
To allow workstations to continue to process pass transactions locally when the network goes
down, VSI has created a process called Pass Off-Line Batch Processing. This program performs
the following functions:
If you are exporting at server or importing at local
The data being transferred are core file maintenance records used in Pass Management:
Households, family members, pass members, pass types, and pass history records.
If you are exporting at local or importing at server
The data being transferred are pass-related transactions: Cash and GL records as well as pass
visit-related records
Warning: Do not run this program without knowing exactly why you are doing it.
Unauthorized use of this program on either the host/server or the local workstation can
result in double data entries and/or other database inaccuracies!
1 Go to Utilities � Pass � Pass Off-line Batch Processing.
2 Enter a range of dates for which you would like to import or export pass data.
3 Select whether you want to import or export the Pass data records.
For example, after a network outage, you would run this program at the local workstation in Export mode to
export the transactions that took place locally while the server was down. Then at the server, you would run this
program in Import mode to import the transactions so that the host’s database POS transaction history files would
be updated.
4 Select whether you are running this program on the Server (host) or on the Local workstation.
5 If this is a local PC (not the host/server), the Batch Local Suffix field will default to the entry you have set up in
Static Parameters - G/L Info screen. This entry identifies the periodic export files that come from this local PC. If
this is the server/host, this field should be left blank.
6 If this is the server/host, the Server Suffix List field will default to the entry you have set up in Static Parameters
- G/L Info screen. As a periodic import occurs, any files that match the suffixes in this list will be imported to the
server. If this a local PC (not the host/server), this field should be left blank.
7 Enter the location where you would like to either import or export the pass data. The default comes from the
Export File Location in Security File Maintenance of the currently logged in user.
Note: This destination should always be a shared network drive and directory! If it is not, edit accordingly. If the
network is down/inaccessible, wait until the network is up again before running this program.
Vermont Systems, Inc. 421 06/09/08