Managing Existing PCMs

The life-cycle of a PCM begins with its creation and it can then be revisited on many occasions before its natural end. A PCM can be recalled and updated any number of times for many different reasons.

This chapter covers working with existing PCMs and describes common tasks such as how to search for and retrieve a PCM, how to change basic PCM details, how to update the itinerary and how to add notes and documentation to a PCM.

An Example PCM

As explained in Creating New PCMs of this user manual, the default view of an existing PCM is the Dashboard view, as shown in the example:

Completed PCM - Dashboard View

As well as the Pax Ranges tab, the Dashboard View of a PCM also includes a Supplements tab:

Completed PCM - Dashboard View (Supplements tab)

These views are explained in more detail in the next section.

What next?

The tasks involved in managing an existing PCM are organised into the following sections and chapters:

  1. Retrieve an Existing PCM - there are several ways to search for an existing PCM, depending on the information you have about it.
  2. Working with PCM Details - changing basic PCM details includes general setup info, markup and/or commission info and PCM or agent notes. You can also copy and recalculate a PCM.
  3. Working with PCM Itineraries - changing the itinerary covers such things as pickup/dropoff details, voucher information, changing travel dates or times, adding service/product notes and inserting additional PCMs.
  4. Working with PCM Operations - the operations section covers PCM tasks such as package setup, generating messages, checking the message queue and adding/updating contact details.