RecTrac 10.1 Reference Guide

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Reference Guide Index RecTrac 10.1 Setting Up,Staff training information codes.....125 Setting Up,Standard inventory items.................63 Setting Up,Tickets.............................................66 Setting Up,Tournaments ...................................57 Setting Up,Tran codes ......................................63 Setting Up,Trips ................................................80 Setting Up,USDA income categories ..............129 Setting Up,Vendors...........................................67 Setting Up,Waitlist priority codes (CYS)..........114 Setting Up,Weather data.................................103 Setting Up,Wellness activity user codes ...........43 seven components for successful printing ..............................452 Shot/Immunization Codes (CYS),Linking to a family member.............................................128 Shot/Immunization Codes (CYS),Setting up ...128 Site Type,Entering during the reservations process........................................................175 Split Payment,Using with agency pay (CYS) ..276 Staff Administrative Action Codes (CYS),Linking to a staff member .................122 Staff Administrative Action Codes (CYS),Setting up ................................................................122 Staff Background Check Codes (CYS),Linking to a staff member ........................................123 Staff Background Check Codes (CYS),Setting up ................................................................123 Staff Benefit Codes (CYS),Linking to a staff member .......................................................126 Staff Benefit Codes (CYS),Setting up .............126 Staff Certification Codes (CYS),Linking to a staff member ...............................................122 Staff Certification Codes (CYS),Setting up .....121 Staff Job Series Code (CYS),Setting up .........121 Staff Job Title Codes (CYS),Setting up...........121 Staff Medical Requirements (CYS),Linking to a staff member ...............................................124 Staff Medical Requirements (CYS),Setting up a124 Staff Pay Assignment Codes (CYS),Setting up121 Staff Paygrade Codes (CYS),Setting up .........120 Staff Previous Experience Codes (CYS),Linking to a staff member ........................................126 Staff Reason for Action Codes (CYS),Setting up123 Staff Recognition Codes (CYS),Linking to a staff member............................................... 125 Staff Recognition Codes (CYS),Setting up..... 124 Staff Training Codes (CYS),Linking to a staff member ...................................................... 125 Staff Training Codes (CYS),Setting up........... 125 Standard Inventory Item Converting numbers from old to new ...... 425 Linking to a different tax table ................. 420 Selling a ...........................................202, 203 Updating inventory sales prices in bulk... 422 Updating override settings ...................... 421 Updating tiered price dates and times..... 423 Standard Inventory Item,Charged wrong price for a ............................................................ 292 Standard Inventory Item,Forgot to run the inventory year-end transfer......................... 419 Standard Inventory Item,Posting receivings using the invoice balancing method............ 213 Standard Inventory Item,Selling a .................. 202 Standard Inventory Item,Setting up a............... 63 Standard Inventory Item,Updating sales price for an individual .......................................... 212 Statements,Processing .................................. 313 Status Changing for activity sections ................. 287 Enrollment........................................149, 150 Pass........................................................ 188 Returning selected rentals back to Cancelled ............................................ 428 Surcharge,Accidentally charged during a cancellation................................................. 283 Surcharge,Changing the default amount for all users........................................................... 510 Surcharge,Changing the default amounts for transfers and cancels ................................. 510 Surcharge,Forgot to process one for a cancellation................................................. 283 Surveys How to conduct ....................98, 99, 503, 504 How to set up.....................................98, 503 Reporting results................................99, 504 Suspending Installment bill range ............................... 341 Installment billing for a locker customer .. 339 Suspending,Installment billing for a pass member ...................................................... 333 Suspending,Installment billing for a rental customer..................................................... 336 6/9/2008 550 Vermont Systems, Inc.
RecTrac 10.1 Reference Guide Index Suspending,Installment billing for an activity enrollee........................................................329 Swapping,Payment between different transactions in the same module.................148 Swipe Format,Changing .........................505, 507 System Administration,Reports (by report) .....377 System Administration,Reports (by topic) .......383 System,Integrity ................................................81 System,Security ................................................81 T Tax Table Linking to a range of inventory items .......420 Tax Table,How they fit into the RecTrac financial structure ..................................11, 487 Tax Table,Non-existent one is linked to a bill code ............................................................421 Tax Table,Setting up or changing ...................510 Teams,Assigning activity enrollees to .........59, 60 Teams,Setting up players on a ...................59, 60 tee time starter using the program....................................261 Tee Times Adjusting for late starts ............................440 Deleting a range of ..................................441 exporting in a .dat file...............................443 Generating pattern reservations ..............260 Generating slots.......................................105 Reserving.................................................259 updating no show counts on the household record...................................................443 Updating status of....................................260 Viewing the status of................................260 template setup................................................476, 480 Template Creating a bag tag ...................................107 Link to a bag tag device...........................107 tickets creating custom admittance .....................473 Tickets Assigning to clerks...................................421 Converting ...............................................426 Selling......................................................204 Setting up types .........................................66 Tickets,Figures out of balance with sales history figures..........................................................421 Tickets,Selling.................................................203 Tickets,Setting up............................................. 66 Ticklers Adding for any module or miscellaneous items.................................................... 253 Time Format,Changing .................................. 507 Touch Screen POS Setting up tee time rsvns for ................... 106 Tournament Adding a player to a ................................ 104 Exporting players to Vision Perfect ......... 443 Tournament,Scheduling a .............................. 195 Tournament,Setting up a.................................. 57 Tracking,Demographics ................................. 207 Tracking,Registration referral codes .............. 506 Tran Codes Converting from old to new ..................... 425 Selling ..................................................... 201 Updating override settings ...................... 421 Updating tiered price dates and times for 423 Tran Codes,Selling......................................... 200 Tran Codes,Setting up ..................................... 63 Transaction Canceling across multiple modules......... 145 Looking up information linked to a .......... 254 Transaction,Failed to complete successfully for an activity.................................................... 147 Transaction,Lost power in middle of a............ 436 Transferring A child from one CYS class to another ... 277 A pass..................................................... 184 A roster to history.................................... 406 A team from one league to another......... 199 An individual to a new wait list ................ 268 Multiple CYS wait list entries................... 270 Transferring,Out of CYS care......................... 278 Trial Balance,Who owes you money.........24, 500 Trial Balance,Who your organization owes money to................................................24, 500 Trip Processing,Entered an incorrect payment amount during............................................. 301 Trip Processing,Entered the wrong pay code during ......................................................... 302 Trips Cancelling all enrolles ............................. 251 Changing reservation for a...................... 250 Converting ids from old to new................ 433 Deleting a range of bookings .................. 433 Exporting setup information .................... 434 Vermont Systems, Inc. 551 06/09/08
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