Before creating any Group Scheduled Tours or FIT Package Tours, the following steps must be completed to add required code data to the database:

• PCM Status Codes:
• PCM Consultants:

These have been pre-coded in your system by your Tourplan Administrator, selection of PCM Status Codes may differ depending on your user company's procedures.

The current status of a package is indicated by a PCM Status Code and at least one must exist before a package can be created.

There can be different status codes to indicate the current status of a particular PCM; e.g. Master, Package, Quote, Cancelled etc. The example shows a list of typical PCM status codes.

If you are unable to insert PCMs it may be because your user name needs to be set up as a consultant. See your Tourplan Administrator if you are receiving an error when trying to create a PCM.

Adding a PCM Consultant comprises two mandatory tasks before a new PCM can be created:

1. Create a consultant entry
2. Bind the entry to a user ID

Up to 6 PCM analysis codes can be attached to a PCM. On system installation, the codes are simply labelled PCM_Analysis1 - PCM_Analysis6 and they do not display in this menu node. Your Tourplan Administrator would have identified and defined Analysis fields inline with your companys requirements.

Each of the 6 analysis codes has a default 'Blank' code description (called Unassigned) that defaults into PCMs if these analysis codes are not required at the outset. They can be set up later when specific analysis needs have been determined.

NOTE: Analysis codes are not required for creating a PCM, but they are needed when analysing and reporting on your PCMs later and are typically setup by your System Administrator when other codes are created.