RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
8 Click Exit.
Complete the Following Steps to Set Up Your Child Codes:
1 Go to Files � System � Other Maintenance � User Code Maintenance.
2 Click Add. You will continue to the User Code Core Information screen.
3 Click the drop-down arrow next to the Code Type field. Select the Day Care Child Code option.
4 In the User Code field, enter a code consisting of five or fewer alphanumeric characters.
For example, 1 st .
5 In the Description field enter a description to accompany the day care child code.
Using the example above, you would enter 1 st Child Fee.
6 Click Done. You will return to the User Code Maintenance screen.
7 Repeat steps 2–6 for each day care child code that you will be using during the Day Care Registration process.
8 Click Exit.
Setting Up a Day Care Fee Group
The following steps assume that you have already:
• Set up your day care fee types using the User Code Maintenance program.
• Set up your child codes using the User Code Maintenance program.
If you have not already done so, you may add these codes ‘on-the-fly’.
1 Go to Files � Activity � Daycare Group Maintenance.
2 Click Add. You will continue to the Fee Group Update screen.
3 Enter a fee group ID consisting of five or fewer alphanumeric characters.
For example, SWIM.
4 Enter a description for the selected fee group.
Using the example above, you might enter Swim Camp Fee Schedule.
5 Click Next. The following message will appear: "No Fee Group Line Items Exist. Do You Want To Add One?"
Click Yes. You will proceed to the Day Care Fee Group Line Item Update screen.
6 In the Fee Type field, enter or select the fee type that must be selected during the day camp registration process
for this fee amount to be applied.
7 In the Child Code field, enter or select the child code that must be selected during the day camp registration
process for this fee amount to be applied.
8 In the Bill Code field, enter or select the bill code that you wish to charge for the day camp registration that fits
the fee type and child code specifications mentioned above.
9 Select whether this fee amount is required by entering either a Y or N in the Req field.
10 If applicable, enter the fee code specifications that you wish to use in conjunction with the fee type and child code
specifications noted above to determine the fee amount that should be charged for a selected day camp
registration.
11 Enter Y in the Dsc field if you want to allow this fee line item to be able to be discounted.
12 In the Amount field, enter the fee amount that you wish to be charged if the registration meets all of the criteria
specified on this screen.
13 In the Count field, enter the number of times that this fee should be charged. Typically, you would enter 1 in this
field.
14 Click Done.
15 Repeat steps 6–14 for each Fee Group Detail Listing that you wish to add to the selected Day Care Fee Group.
16 Click Exit. You will return to the Day Care Fee Group Maintenance screen.
17 Repeat steps 2–16 for every Day Care Fee Group that you wish to add to your database.
18 Click Exit.
Vermont Systems, Inc. 43 06/09/08