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(continued from Move Allocations Between Allocations and Sub Allocations)

Delete Allocations

There are several methods to do this, depending on the deletion that is required:

  1. Delete one Date only.
  2. Delete a range of dates and/or Splits (Sub Allocations)
  3. Delete all allocations for a Unit Type (Room etc.).
  4. Delete the Allocation completely.

Example 1 – Delete Individual Date

Screen Shot 142: Delete Individual Allocation Date

To delete one date only, click on the Date to be deleted in the ‘Date’ column and click the Delete button in the Button bar. Using this method will delete all Split Code (Sub Allocations) for the date selected. Click OK on the Delete Allocation confirmation dialogue to confirm the deletion.

Example 2 – Delete Range of Dates and Sub Allocations

For the purposes of the example, the T2 and T3 Splits are to be deleted for the period 15 – 31 October for Mondays and Fridays only.

Screen Shot 143: Alter Days Screen with Deletion Settings

  1. Click the ‘Alter Days’ button, and the Insert Days screen displays.
  2. Set the Date From and Date To fields as required.
  3. If only specific days are to be deleted, uncheck the days that are not to be deleted.
  4. Check the ‘Delete’ checkbox(s) on the rows of the Sub Allocation(s) to be deleted.
  5. Click OK to start the delete.

Screen Shot 144: Delete Range of Dates & Sub Allocations

Example 3 – Delete Allocation Unit Type

Screen Shot 145: Delete Allocation Unit Type

Highlight the Unit Type in the side bar menu and click the Delete Button in the button bar. Click ‘Yes’ to confirm deletion.

Only unused allocations will be deleted. Any used dates will remain. If the Unit Type still displays in the side bar after the deletion has completed, it means that there are used allocations for the unit type remaining. The date criteria may need to be widened to locate them.

 

This deletion process ignores any dates which may be in the Date From/Date To fields

Example 4 – Delete Complete Allocation

Screen Shot 146: Delete Complete Allocation

Highlight the Allocation Name in the side bar menu and click the Delete Button in the button bar. Click ‘Yes’ to confirm deletion.

Only unused allocations will be deleted. Any used dates will remain. If the Allocation Name and Unit Type(s) still display in the side bar after the deletion has completed, it means that there are used allocations for the Allocation/Unit Type remaining. The date criteria may have to be widened to locate them.

 

This deletion process ignores any dates which may be in the Date From/Date To fields.

(continued in Setting Agent Allocations)

 

Tourplan iS V2.07 Database and Allocations Training Guide

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