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RecTrac 10.1 Reference Guide

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<strong>Reference</strong> <strong>Guide</strong> <strong>RecTrac</strong> <strong>10.1</strong><br />

3 In the New Item field, enter the new inventory item number that you are converting to.<br />

4 Click Convert.<br />

5 A message box will display that asks you if you wish to continue with the conversion. Click Yes.<br />

6 When the conversion is complete, a message box will display. Click OK.<br />

7 Repeat steps 2–6 for each inventory item that you wish to convert.<br />

8 Click Exit.<br />

Converting Child Inventory Numbers from Old to New<br />

This program allows you to convert a child inventory item from one number to another, including<br />

all the recipes that utilize this child item, plus all its corresponding history. This program is very<br />

useful for organizations that are changing their child inventory item numbering structure after the<br />

initial setup of <strong>RecTrac</strong>.<br />

1 Go to Utilities � POS � TC/Inventory/Ticket Conversions � Inventory Child Conversion.<br />

2 In the Old Item field, enter or select the child inventory item that you are converting from.<br />

3 In the New Item field, enter the new child inventory item that you are converting to.<br />

4 Click Convert.<br />

5 A message box will display that asks you if you wish to continue with the conversion. Click Yes.<br />

6 When the conversion is complete, a message box will display. Click OK.<br />

7 Repeat steps 2–6 for each inventory item that you wish to convert.<br />

8 Click Exit.<br />

Converting Tickets<br />

Run the Ticket Conversion program (Utilities � POS � TC/Inventory/Ticket Conversions � Ticket<br />

Conversion). Press F1 for field-level Help as needed.<br />

Rental Procedures<br />

Changing the Status Entries Linked to Converted Rental History<br />

Records<br />

The Rental Status Fix program allows you to fix the rental status of converted rental histories.<br />

This program will change all converted rental history records that have a reserved check-out date<br />

greater than or equal to the selected Pending status start date from a status of Out to Pending.<br />

1 Go to Utilities � Rental � Rental Status Fix. Press F1 for field-level Help as needed.<br />

2 In the ‘Pending Status Start Date’ field, enter today’s date. All rental history records with a reserved check-out<br />

date greater than or equal to this date will have their status entry set to ‘Pending.’<br />

3 Click Process.<br />

4 When the process is complete, a message box will display. Click OK.<br />

5 Click Exit.<br />

Cloning the Rental Item Fees to a Range of Rental Items<br />

The Rental Fee Utility program allows you to clone fee information (amounts, counts, fee codes,<br />

fee types, deposits, etc) from a base rental item to a range of items.<br />

1 Go to Utilities � Rental � Rental Fee Change Utility.<br />

2 In the Base Item field, enter or select the rental item that you wish to use as the base rental item on which to<br />

base the rental item fee cloning process.<br />

3 In the Begin Item and End Item fields enter or select the range of rental items to which you wish to clone the<br />

base item’s fee information.<br />

4 Click Process.<br />

6/9/2008 430 Vermont Systems, Inc.

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