This is the third of six tasks described in this user manual for changing PCM details.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the PCM, they might not all be needed.

The full list is:

1. General Setup
2. Markup / Commission
3. PCM Notes (this task)
4. Agent Notes
5. Recalculate PCM

There are PCM Notes and Agent Notes:

• PCM Notes allows free-format notes to be added to the PCM under a range of predefined Note Categories, which must first have been set up via Home > System > Code Setup > Messaging > Notes. Notes can be output on documents and messages to both agents and suppliers if the note category is set to 'Include in Messaging'.
• Booking Notes will sort data by note category.
• Agent Notes allows viewing (read-only) of notes attached to the agent.

NOTE: Notes added in this screen apply at the PCM Header level; i.e. to the whole PCM rather than to a specific PCM service line.

Insert/Modify a Booking Note

1. If you haven't already done so, search for and retrieve a PCM to work with (see Retrieve an Existing PCM).
2. The default view for a PCM is the Dashboard View.

   

3. To examine and work with PCM Notes, from the PCM Quotes menu, select PCM Quotes > PCM Details > PCM Notes.

   1. Click the PCM Quotes hamburger menu to open it:

      

   2. Click the PCM Details menu option to expand it:

      

   3. Click PCM Notes to open the PCM:

      

4. From the list of PCM Notes returned, click any existing note to open it. To add a note, click Insert.

   

5. On the PCM Notes screen, choose a category type from the Category Type drop-down list.

   

6. Enter text in the body of the PCM Note and format as required.

   

7. Click Save to keep the changes.

   

8. Click Exit to discard any changes.

   

NOTE: If you are using multi language note categories, a further field selection to assign a language occurs. This allows language alternative text to be inserted within a booking note and if message templates are configured to use multi language notes then the note information will be generated using the appropriate alternative language.

The rich text editor section (or body) of the note is a blank page for the PCM note text to be inserted or edited.

The Editing screen has the following items:

Format type	Format Option Descriptions
Format	Format of the paragraph text. Normal, Headings 1,2,3,4,5, & 6, Formatted, Address,
Font	Font of text (will default from the INI Setting DEFAULTFONT)
Size	Font Size of text (will default from the INI Setting DEFAULTEDITFONTSIZE)
	Style, Font and Font Size. The available styles and fonts are the Windows styles and fonts installed on the computer running Tourplan
	Bold - highlight the text to be bold faced and click this button
	Italics - highlight the text to be italic and click this button
	Underline - highlight the text to underlined and click this button
	Colour of text – highlight the text to change the colour and click this button
	Numbered bullet points - click this button to create a numbered list
	Bullet points - click this button to create a bulleted list
	Left aligned text - click this button to justify text on the left margin
	Centre aligned text - click this button to centre text between the left and right margins
	Right aligned text - click this button to justify text on the right margin
	Left and Right justified text. Click this button to justify text between the left & right margins
	Insert a URL link – click this button to insert the text you want showing as a hyperlink and insert the required URL
	Upload an image – click this button to upload an image
	Insert a table – click this button to insert a table
	Cut text (Ctrl+X) highlight text to be cut and click this button
	Copy text (Ctrl+C) highlight text to be copied and click this button
	Paste text (Ctrl+V) place the cursor at the point where copied/cut text is to be placed and click this button
	Selecting this button will show the text editor in CSS styling source code