Retrieve an Existing PCM

There are a number of ways to retrieve an existing PCM from the database:

  1. From the Home page, in the list (for PCMs on which you have recently been working), click the PCMs tab and then click the relevant PCM to open it in Dashboard view.

    1. Simply locate the item in the list and
    2. Click to open
  2. From the , using the PCM Name field.

    1. Enter the first few characters of the PCM Name and click the corresponding Search icon.
    2. From the Results list returned, click the PCM you want to open.
  3. Or Using the full screen Selection tab.

All three options are straightforward and intuitive.

The following procedure uses the full PCM Search option to demonstrate retrieving an existing PCM.

Retrieve an existing PCM

  1. From the Home page, select menu .
    1. Click the Home hamburger menu to open it:

    2. Click the Bookings and Quotes menu option to expand it:

    3. Click PCM Quotes to open the PCM Quotes screen:

  2. Leaving the Name field blank, click either of the to open the full PCM Search screen.

  3. Enter search criteria in any of the search fields to refine your selection.

    NOTE: Don't forget about dates - results are returned within the date ranges set. For more information, see About the PCM Search Fields.

    1. Click one of the .

  4. Examine the list of and click a PCM to retrieve it.

    NOTE: Results are returned in the Results tab. If the PCM you are looking for is not in the list, go back to the Selection tab to adjust your search criteria.

  5. The PCM is retrieved and displayed in the PCM Quotes .

About the PCM Search Fields

  • The capitalisation or case is irrelevant in the PCM header search; 'BROW' will return the same results as 'brow'.
  • The results returned are also filtered based on the default PCM Travel Date From/To and PCM Date Entered From/To fields which display in the Results tab when multiple records are found. These default From/To date fields are controlled by the System INI settings DEF_BKG_TD_FROM_DATE (travel date filter) and DEF_BKG_FIND_FROM_DATE (Date Entered filter).

    NOTE: These INI settings apply to both PCMs and Bookings.

Name Starts With

This field will be empty. If you know the name of the PCM you can search for the start of the PCM name.

Name Contains

As with Name From, 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.

Consultant

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

Base Currency

Specifying the base currency will limit the search to PCM with the specific currency selected. A dropdown selection of available currencies will display using the dropdown arrow.

Base Date From/To

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

Service Date From/To

This filter will list PCMs with services selected between the specified dates. These fields will be blank by default.

Supplier

This filter will list PCMs with services using the selected supplier. This is a dropdown field which allows on supplier to be selected.

PCM Status

PCMs can be filtered by selecting/deselecting the required PCM status code in the Multi-Select List Box.

NOTE:  

  • Multiple search criteria can be used at the same time e.g. search for all PCMs entered this month and travelling over the next two months and starting with the letters “har” for consultant GRB and Agent NZTSYD.
  • The sort order of the resulting list of PCMs can be by any of the columns. The data can be sorted by double-clicking the column heading.

Service Tab

Service Filters or a specific Service confirmation number including:

  • Service Filters - Supplier, Service Date From and To, Confirmation Contains, Ticket Number, PNR Reference.
  • Service Status (Multi Select List) - Specific service statuses can be checked to return results for the marked statuses.

Analysis Tab

PCM analysis fields can be used to filter PCMs by specific PCM analysis fields.

Results Tab

The results tab can be used to view a list of results, or the search button can be selected. Users can select column titles and column widths unique to their requirements. Please see Appendix 1 - Scroll Column Headings to learn how to amend the column list.