This step attaches the Package Price Product to a PCM, thereby creating a Package PCM.

Attach a Package Price Product to a PCM

1. Search for and retrieve the PCM created in Step 1 - Create the FIT Package PCM.

2. On the Product menu select  PCM Package Setup > Operation > Package Setup.

   1. Click the PCM Package Setup menu to expand it:

      

   2. Search and select the PCM:
   3. Click the Operation menu to expand it:

      

   4. Click the Package Setup to open the Package Product screen:

      

3. On the PCM Package Setup screen, click the green Product Search button.

   

4. Click Product Search to find a package.

   

5. On the Select Package Product screen (Selection tab), select Package under All Services, select either Location or Supplier (or both) and enter the Code for the product you created during Step 2 - Create the Product Package Price and click the green Find Products button.

   

6. On the Select Package Product screen (Results tab), click the green Select button that matches your product.

   

7. On the PCM Package Product screen, note the default check-box selections under each of the section headings.

   

8. Change the default selections according to the descriptions given in About the PCM Package Fields and Selections.

   The 8 Day S.I. Highlights (Self Drive) example shows one set of selections - you may need to choose other options for your PCM Package.

   

9. To keep the changes, click Save.

   

10. Click Discard to discard all changes.

    

Package Handling Section

The check boxes in this section of the screen determine how FIT bookings for this Package will be processed:

• As a simple FIT package tour.
• What changes (if any) can be made to the PCM products at the time of entering the FIT booking.
• Voucher production options.
• Service Handling in the Bookings, Invoicing and Itinerary production.
• PCM Products messaging options.

The example Package Handling screen in the procedure above shows typical settings for a FIT Package Tour. Those selections that are dimmed out are not available in conjunction with FIT Package Tours.

Process As Book-On

For FIT Package Tours, this must be left unchecked.

Allow Package On Request

If this box is not checked, departure dates for the FIT Package must be set up in the Allocations application. If it is checked, then the presumption is that the package is available on a daily basis and no allocation / departure dates need to be set up.

Allow Date/SCU Changes

If this is checked, service date changes and service second charge units can be changed (e.g. number of nights) of the package service.

Allow Substitute Services

When checked, services in the FIT Booking can be substituted for services in the allowable substitution list attached to the services in the PCM. See Service Substitution.

Allow Service Deletion

When checked, services that form part of the package will be able to be deleted from the FIT Booking.

Take Service Allocations

Checking this box will automatically take inventory from allocations (where available), as each FIT booking is made on the Tour. For example, if the PCM contains an accommodation service, which has allocation available for the date(s) being booked, then it will be taken.

Allow Services Inside Package

Checking this box will allow extra Products to be added to a booking within the dates defined for the Package. For example, optional day tours may be offered that are not included in the package.

This question does not apply to products added to a FITs service list before the start and after the end dates of a Package; e.g. pre and post accommodation.

Service Handling Section

Pro-rate Costs To Services

Checking this box will pro-rate the Package Product sell price across all the PCM products in the FIT Bookings.

For FIT package tours, this should be checked. If it is not, when the services are imported into the FIT booking, the Cost Prices will be blank, which then causes issues when supplier invoices are received because the cost prices for the services will be blank.

Consolidate In Booking

This question determines how the package will be displayed in the FITs Product List screen. Checking this box (the typical setting for scheduled tours) will display the package as one service line in the FIT booking and to view the package components, click on that service line.

Leaving this box unchecked will display the package first, with the component services listed below.

Consolidate In Invoice

If the previous Pro-rate Costs to Services box is left unchecked, this box is checked and dimmed-out. This is because when the costs for a package are consolidated in a booking, it is not possible to then invoice the booking to the agent on a service-by-service (i.e. component) basis. Any products added to the booking that are external to the package (either within the days of the package as additional services or outside of the package) will display as separate lines on the invoice.

Invoicing message configuration can output a consolidated service line price for package headers if the consolidate invoice check box is checked.

Note Handling Section

Copy Notes To FIT Booking

If this box is checked, any notes that are attached to the PCM will be copied into the FIT Bookings as the booking is created.

Documentation Section

Produce Service Vouchers

Checking this box will produce vouchers for each of the products in the package for each FIT booking entered in the Tourplan FITs module.

Produce Package Voucher

This box is NOT checked for FIT package tours.

Consolidate on Agent Message

Checking this box outputs just the package product on Agent messages; e.g. a booking confirmation message.

Generate Supplier Package Message

Checking this box enables message(s) to be sent to the supplier attached to the package product. This is generally internal, so there is no real need to have this checked. If a specific department in the company is responsible for operating the packages, then this box can be checked so that messages can be sent to that department.

Generate Supplier Service Message

For FIT Package tours this can be checked so that messages can be sent to the suppliers of services in the package.