Once created, PCMs need to be viewed, edited, added-to, reported-on and otherwise maintained. Tourplan NX arranges these maintenance operations into three categories; PCM Details, Itinerary, and Operation (there is another category at the top of the menu structure, called the Dashboard, but this is solely for viewing purposes - all fields in the Dashboard view are read-only). Each category has a number of sub-categories that group related screens and fields together, enabling relevant management tasks to be carried out on the PCM.
This chapter describes the functions and procedures related to the Itinerary menu.
Itinerary View
The Itinerary view is where services that make up a PCM are added or updated. As with changing general PCM details, there are several places to change itinerary information.
When a single service is displayed, the finer details of the service as it relates to the PCM are available for editing – such things as Voucher Text and Pickup/Dropoff details. It is this functionality that is in NX under the PCM Quotes > Itinerary view.
The Itinerary view has a collapsed view, whereby the detail can be viewed over the PCM as a whole – therefore ensuring that pickup/drop-off timings etc. are consistent and correct. Generally, all services listed are available for editing in NX, including Service Notes and Product Notes.
The following graphic shows the PCM Quotes Itinerary menu matched with corresponding procedures in the PCM Quotes User Manual.
