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(continued from Booking Summary)

Working with Bookings

Finding and Recalling a Booking

There are several methods of finding and recalling an existing booking to the screen.

Screen Shot 57: Recall an Existing Booking

1. Enter part of the booking name in the Name field and click the Find Button

2. Enter part of the booking name in the Name field and click the Next or Previous buttons

3. Enter the full booking reference in the Reference field and click the find button.

When the first method is used, if there is only one booking where the name matches the character string entered, then that booking will be found. If more than one booking shares the same character string, then a ‘Select Booking’ screen such as that shown in Screen Shot 58: Select Booking Screen – Name/Date Filter will display. This screen shows bookings where the name begins with the string entered and all others where the name alphabetically follows those found.

Further selection criteria are also available from the ‘Select Booking’ screen.

For this example, the characters ‘don’ have been entered in the booking name field and the Find button clicked.

Name/Date Filter

To recall a booking that displays in the list, highlight the booking and double click. The selected booking is recalled in total into the Fast bookings screen ready to be viewed, changed, messaged about, deleted, etc.

If the required booking is not listed, then use the further search fields displayed in the top half of the screen to find it.

Screen Shot 58: Select Booking Screen – Name/Date Filter

The default column headings in the scroll of bookings are Name, Reference, Travel Date, Date Entered, Agent, Currency, Consultant Code, Booking Status and Agent Reference. Lists of all columns that can be included/excluded are listed under Select Booking ScrollSelect Booking Scroll.

When the ‘Select Booking’ screen displays, the default search filters are by Name and Date. The Name/Date filter screen offers the following selections.

Name From

This field has the search string defaulted from the booking header screen. This can be changed if necessary.

Name Contains

This is a string search facility i.e. it will find bookings matching any combination of consecutive characters entered in the field. For example, typing “son” in this field and press the SEARCH button will also find and list the “Morrison” booking as well as Sontag and Donaldson.

Travel Date From/To

This filter will list only bookings with a booking header travel date between the specified dates. The default settings are 1 year prior to system date and 2 years after system date

Date Entered From/To

This filter will list only bookings with a booking entered date between the specified dates. The default settings are 1 year prior to system date and 2 years after system date

Agent

Selecting an agent will limit the search to only bookings for that agent.

Agent Reference

Specifying the agent reference will limit the search to bookings with the specific agent reference.

Consultant

Entering a consultant code will limit the search to bookings for that consultant.

Pax Supplier Filter

Screen Shot 59: Select Booking Screen – Pax/Supplier Filter

This filter can be used to locate bookings based on Supplier and/or Pax Surname or Room Name.

Contains Supplier

Will find bookings with the selected supplier in them.

Service Date From/To

When used in conjunction with the ‘Contains Supplier’ field, this field can be used to locate bookings that have services using the supplier on/between specific dates

Surname From

Will search for bookings equal to or greater than the Pax Surname (see Screen Shot 8: Add New Booking Wizard - Pax Travelling Screen).

Surname Contains

A string search facility on the Pax Surname field. It will find bookings matching any combination of consecutive characters entered in the field. For example, typing “son” in this field and clicking the SEARCH button will also find and list the “Morrison” booking as well as Sontag and Donaldson

Room Name From

Will search for bookings equal to or greater than the Pax Room Name (see Screen Shot 8: Add New Booking Wizard - Pax Travelling Screen).

Room Name Contains

A string search facility on the Room Name field. It will find bookings matching any combination of consecutive characters entered in the field. For example, typing “son” in this field and press the SEARCH button will also find and list the “Morrison” booking as well as Sontag and Donaldson

Currency/Branch Filter

Screen Shot 60: Select Booking Screen – Currency/Branch Filter

This screen allows bookings to be filtered based Booking Currency, Booking Branch and Booking Department.

User Text Filter

Screen Shot 61: Select Booking Screen – User Text Filter

This selection screen allows booking searches based on data, which may have been entered into any of the Booking Header User Defined Text fields (See Booking Detail section).

When a booking is loaded, the default screen is the Booking Summary detail screen as in Screen Shot 56: Booking Summary Screen. That screen shot is reproduced below.

Screen Shot 62: Recalled Booking - Booking Summary Screen

The Side Bar Tree Menu items on the left hand side of the screen enable any aspect of the booking to be viewed or changed.

Menu items that are indented relate specifically to the menu item – e.g., Service List/Costs relates to the costs of a specific service, not the entire booking.

(continued in Pax Travelling)

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