This is the fifth of eight tasks described in this user manual for modifying a booking itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

1. Pickup / Dropoff
2. Voucher Text
3. Service Notes
4. Product Notes
5. PCM Management FITs (this task)
6. Change Travel Date
7. Manage Days
8. Insert Booking

PCMs (Pre-Costed Modules/Quotes) can be 'copied' into a booking. This can save time and effort in a number of ways:

• A quote that has been produced in PCMs can be copied into a booking in a simple one-step process - without having to insert the individual services.
• A collection of services that are frequently used in bookings; e.g., Meet & Greet Fee, Transfer etc. - can be put into a PCM and inserted into bookings, which is a quicker method than inserting the individual services.

Manage PCM Information

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve an Existing Quote/Booking.
2. Switch to the Itinerary View of the booking.

   1. The default view for a booking is the Dashboard view.

      

   2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the FITs menu, FITs > Itinerary.

      1. Click the FITs hamburger menu to open it:

         

      2. Click the Itinerary menu option to show the itinerary for this booking:

         

   3. Examine the itinerary on this screen.

      

      NOTE: The service lines shown in the example Itinerary above cover all services for all pax, however, some services may not apply to some pax. To see which services apply to which pax, click either the drop-down or the left/right arrows in the All Pax field at the top of the list.

3. Select menu FITs > Itinerary > PCM Management.

   1. Click the FITs hamburger menu to open it:

      

   2. Click the Itinerary menu option to expand it:

      

   3. Click PCM Management to attach a PCM to this booking, or manage one already attached:

      

4. If there is no existing PCM for this booking, the Insert PCM screen is displayed.

   

5. Enter the name of the PCM in the PCM Name field (you can also search for existing PCMs). Complete all other fields as required (see the example above) and click Save to attach this PCM and show the PCM Management screen.
   

   

6. To make further changes to a PCM, select it, then click Edit PCM.

   

7. To insert another PCM, click Insert PCM.

   

As in steps 7 and 8 above, existing PCMs can be modified or new ones added via the Edit PCM and Insert PCM buttons respectively. These steps will allow users to amend the services within the booking however the original PCM in PCM Quotes will remain unchanged.

PCM Name

In the example, a 14 Day Self Drive Package has been entered into the booking. The services that display are all part of that package - it is irrelevant that a package has been used in the example; the services could quite as easily have been entered individually.

Insert Type

• Insert - Renumber the existing booking service day and sequence numbers if necessary when inserting the PCM. This means that if a 3-day PCM is inserted at (e.g.) Day 4, Sequence 10, then services already in the booking on Day 4 will become Day 7.
• Merge - Does not renumber the existing booking services – instead, the PCM services are renumbered to “fit around” the existing booking services. This option may be used, for example, when the accommodation services have been manually added to a booking and a package of sightseeing services is to be inserted from a PCM.

At Day/Seq

The Day and Sequence Number at which the PCM will be inserted can be specified, or, highlight a service in the list of existing services and the day/sequence number in these two fields will change to the day/sequence of the highlighted line.

NOTE: The insert will take place at the day/sequence specified. This means that if (e.g.) a PCM was to be inserted at 4/10, then the first service from the copied-in PCM would become Day 4/Sequence 10. On an Insert, this would push the service that was 4/10 down the list to be the first service after the newly inserted PCM Services.

Pax Ranges

The Pax Ranges from the selected PCM are displayed in the drop down. Choose the closest match to the number of Pax in the booking. The costs will be taken from that Pax Range when inserting the services into the booking.

NOTE: On the Insert PCM screen, this appears as a mandatory field - a selection must be made from the drop-down.

Retain Link to PCM

If the PCM is ‘Linked’, it means that the PCM is to be inserted into the booking at exactly the PCM price – regardless if any of the PCM services that are copied into the booking are later altered, deleted or substituted.

NOTE: Linking the Booking to the PCM means that (e.g.) if the PCM being inserted was a quotation, then the quoted prices can be held. There are also some advantages in using this method of processing a package booking when the contents and length of the package need to be altered substantially.

If the PCM is unlinked (Retain Link to PCM not selected) the individual services from the PCM will insert and use the product rates loaded in the system for the dates provided in the booking.

Recost PCM Lines

• All - Tourplan will re-cost the services based on current Services Database values. If the Cost values are different from the cost values in the PCM lines, then the lines will be updated with the new cost values when they are copied in. If the Link to the PCM is to be retained, the Sell values will not be updated. If the link to the PCM is not retained, the Sell values will also be updated.
• All Except Overrides - As for ‘All’ except any rate which has manually overridden in the PCM will be retained as is.
• No - The existing PCM costs will be recalculated based on the number of pax in the booking.