This utility can be used to 'close' bookings so that they can not be edited or changed. Bookings that are Closed can be viewed but, in an enquiry mode only. If bookings that have been closed need to be re-opened, use Open Bookings.

Close Bookings

1. From the Home Menu select Home > Financials > Accounting > Bookings Management > Close Bookings.

   1. Click the Home Menu to expand it:

      

   2. Click the Financials menu option to expand it:

      

   3. Click Accounting to go to the Accounting menu to expand it:

      

   4. Click Bookings Management to go to the Bookings Management menu to expand it:

      

   5. Click Close Bookings to go to the Close Bookings filter screen:

      

2. There are two Tabs which allow a range of filter selections to be made.

   

3. If the required selections have been made from the Booking Tab, click the Results tab or Search.

   

4. Further selection filters can be set within the Analysis Tab using the 6 Booking Analysis codes and the 6 Booking Agent Analysis Codes.

   NOTE: When the screen displays, by default the codes are in collapsed mode. Click the blue + to expand the code lists as required.

5. When all selections have been made, click the Results Tab, or Search.

   

6. Bookings that match the selection criteria will display in the Results Tab.

   

NOTE:

• Any bookings already closed will display in the scroll with a check against them in the Closed column.
• Selected Bookings displays the number of bookings in the list that have been selected.
• Bookings Found displays the total number of bookings found based on the search criteria.

To select specific bookings in the list, check the check-box(es) to the left of the booking travel date.

1. To select all bookings listed, click Select All.

   

2. To unselect all selected bookings click Unselect All.

   

3. To close the bookings, click Close Bookings.

   

A confirmation to close will be displayed and when the close has finished, a further confirmation message will display.

The Bookings tab allows booking selection filters to be set based on a specific range of Booking Header criteria:

• Travel Date From/To
• Last Service Date From/To
• (Booking) Agent From/To
• Master Agent From/To
• Booking Name
• Booking (Full) Reference From/To
• (Booking) Currency
• Consultant
• Booking Type - All, Groups or FIT's
• Booking Status
• (Booking) Branch
• (Booking) Department

Further selection filters can be set using the 6 Booking Analysis codes and the 6 Booking Agent Analysis Codes.

When the screen displays, by default the codes are in collapsed mode. Click the +to expand the code lists as required.