RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
Cloning Locker Fees from a Base Locker to a Range of Lockers
The Locker Fee Utility program allows you to clone fee information (amounts, counts, fee codes,
fee type, deposits, etc.) from a base locker to a range of lockers.
1 Go to Utilities � Lock � Locker Fee Utility.
2 In the Locker Room field, enter or select the locker room in which the base locker is located.
3 In the Base Locker field, enter or select the locker that you wish to use as the base locker for the locker fee
information cloning process.
4 In the Feature to Match field, enter or select the feature that will be required to be matched before the fee
information linked to the base locker will be cloned into the selected locker records.
5 Enter or select the range of lockers for which you wish to clone fee information from the base locker.
6 Click Process.
7 A message box will display asking you to confirm your selections. Click Yes.
8 When the cloning process is complete, a message box will display.
9 Repeat steps 2–8 for each set of records that you wish to clone.
10 Click Exit.
Trip Booking Procedures
Converting Trip IDs from Old to New
This program allows you to convert a trip from one number to another, with all its corresponding
history. This program is very useful for organizations that are changing their standard trip
numbering structure.
1 Go to Files � Trip � Trip Conversion.
2 In the Old Trip ID field, enter or select the trip ID that you are converting from.
3 In the Old Dept Date field, enter or select the departure date for the old trip ID. This field will automatically be
filled in when you select the old trip ID.
4 In the Old Dept Time field, enter or select the departure time for the original trip ID. This field will automatically
be filled in when you select the old trip ID.
5 In the New Trip ID field, enter the new trip ID that you are converting to.
6 Enter or select the new departure date for the new trip.
7 In the New Departure Time field, enter the departure time for the new trip ID.
8 In the New Return Date field, enter the return date for the new trip.
9 In the New Return Time field, enter the return time for the new trip.
10 Click Convert.
11 A message box will display asking you if you wish to continue. Click Yes.
12 When the process is complete, a message box will display. Click OK.
13 Repeat steps 2–12 for each trip that you wish to convert.
14 Click Exit.
Deleting a Range of Trip Bookings
The Trip Booking Line Item Purge program allows you to delete a selected range of trip bookings.
1 Go to Period End � Trip � Trip Booking Purge.
2 In the Beg Trip and End Trip fields, enter or select the range of trip IDs for which you are purging trip bookings.
3 In the Beg Purge Date and End Purge Date fields, enter or select the range of trip dates for which you wish to
purge trip bookings.
4 In the Booking Purge Opt field, select whether you wish to Purge Trip Bookings Even With Balance Due, Purge
Trip Bookings if No Balance Due, or Zero Trip Booking Balances, But Keep Bookings.
5 In the Trip Purge Opt field, select whether you wish to Purge Trips if No Bookings Exist, or Maintain Trips
Regardless of Whether Bookings Exist.
Vermont Systems, Inc. 437 06/09/08