Before creating any PCM Quotations, the following steps must be completed to add required code data to the database:

• PCM Status Codes:
• PCM Consultants:

The current status of a package is indicated by a PCM Status Code and at least one must exist before a package can be created.

There can be different status codes to indicate the current status of a particular PCM; e.g. Master, Package, Quote, Cancelled etc. The example shows a list of typical PCM status codes.

Up to 6 PCM analysis codes can be attached to a PCM. On system installation, the codes are simply labelled PCM_Analysis1 - PCM_Analysis6 and they do not display in this menu node. Your Tourplan Administrator would have identified and defined Analysis fields inline with your companys requirements.

Each of the 6 analysis codes has a default 'Blank' code description (called Unassigned) that defaults into PCMs if these analysis codes are not required at the outset. They can be set up later when specific analysis needs have been determined.

NOTE: Analysis codes are not required for creating a PCM, but they are needed when analysing and reporting on your PCMs later and are typically setup by your System Administrator when other codes are created.

Use the following list to move quickly to "How to" procedures in this guide:

1. Getting Started with PCM Quotes:
   1. Document Conventions
   2. About the Tourplan-NX Menu
   3. Adding PCM Code Data
2. Creating New PCMs:
   1. Create a PCM
   2. Add Services to a PCM
   3. Manual/Edited Pricing
3. Managing Existing PCMs:
   1. View Existing PCMs
   2. Retrieve an Existing PCM
   3. Working with PCM Details
   4. Working with PCM Itineraries
   5. Working with PCM Operations