Recalculation of PCM Quotes or PCM Packages can occur in bulk instead of quotation by quotation, package by package, selection of different fields will determine the quotations/and or packages to be recalculated.

Once a recalculation has occurred to a PCM, users can choose to recalculate their bookings where the PCM has been used. Although this would need to be done in the Recalculate All Bookings function or within the individual FIT or Group Booking.

Recalculate All PCM Quotes

1. From the Home menu, select Home > Operations > PCM Operations > Recalculate PCM Quotes.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click PCM Operations menu option to expand it:

      

   4. Click Recalculate PCM Quotes to open the Recalculate All PCM Quotes screen:

      

2. On the blank Recalculate All PCM Quotes screen, the PCM Tab will open, select the required filters from the field selections available within the PCM Tab,and the Analysis Tab. Click on the links to find out more about the fields PCM Tab, Analysis Tab.

   NOTE: Base Date From/To, and Date Entered From/To fields are defaulted to system settings, these fields can be amended to suit recalculation requirements.

   Filters used in this screen capture are examples used for Training purposes. PCM Statuses will reflect users own organisational fields.

   

   Analysis Codes used in this screen capture are examples used for Training. Analysis field headings and codes will reflect users own organisational fields.

   

3. Check the completed screens.
4. Click on the Results Tab. Select the PCM Quotes or Packages using Select check-boxes next to each service, or use Select All. 
   Click on the link to find out more about the fields Results fields.

   

5. If you want to recalculate, click Recalculate.

   

6. On the Recalculate PCMs Settings screen, check the required setting, and select if you want the system to update the exchange rates. Click on the link to find out more about the Recalculate settings.

   NOTE: The system will default to Replace All But Overrides.

   

7. To keep the changes, click Yes.

   

8. Click Exit to discard any changes.

   

9. If Yes was selected a Recalculate Summary will appear with the number of successful PCMs processed.

   

10. Click OK to exit the modal.

    

This screen is in two sections. The top section includes 'PCM' filter selection. The bottom section includes selection for PCM Status, Branch or Department.

Name Starts With

This field will be empty. If the PCM name is known, enter the name here.

Name Contains

As with Name Starts With, this field will be empty. This is a string search facility, i.e. it will find PCMs matching any combination of consecutive characters entered in the field, regardless of where in the PCM name the string occurs.

Agent

Used to select PCMs with a specific, or range of, agent(s) codes in the PCM header matching the selection.

Consultant

Selecting a consultant code and consultant name, will filter PCMs by the consultant code attached to the PCM Quote or PCM Package.

PCM Ref

Used to select a specific PCM reference.

Base Date From/To

Base date for PCMs is the date that appears in the header of a PCM Quote or PCM Package this is generally the date of the first service. This date range field is used to select PCMs with a specific base date, or PCMs that fall within a range of base dates.

Date Entered From/To

This is the date the PCM Quote or PCM Package was created. If selection for a range of dates is entered here, PCMs that were created within the date range provided will display in the results screen.

PCM Status

By default, all PCM statuses are checked and PCM Quotes or PCM Packages that have those statuses will display in the results screen. Un-check statuses that are not required.

Branch/Department

If Branch and Department fields are used for PCMs, a list of available checkboxes will be visible to filter PCM Quotes by Branch and/or Department.

 

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PCM Analysis

The rows on this tab are the 6 PCM Analysis codes.

NOTE: The label descriptions and analysis selections used within this User Manual will vary and will display what has been setup in each user company's system.

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Selected check boxes

PCMs can be individually selected.

Select All/Unselect All

Select all PCM's found, or un-select all PCM's selected.

Selected

The cell to the right of this heading will provide you with the number of PCMs that have been selected.

Found

The system will provide you with the number of PCMs found, matching the filter criteria.

Column Headings

Users can customise their column headings by clicking on the header row, or can amend the order of results by clicking on the field heading, see About Changing Default Column Headings.

To view the available column headings in Recalculate All PCM Quotes, see Booking Operations.

NOTE: The data can be sorted by any column by double clicking the column header. The order can then be reversed by double clicking the column header again.

Replace All

Revisits the Tourplan Product Rates and re-costs all services within the PCM.

All Except Overrides

Revisits the Tourplan Product Rates however does not re-cost services where the original product rates were manually overridden. Manually overridden values need to be confirmed with 'OK'.

No Prices

Recalculates the totals based on the existing service line values within the PCM.

Update Exchange Rates

When the PCM services are re-costed should Tourplan continue to use the previous exchange rates (unchecked) or use the exchange rates from the Tourplan Code Setup Module.