This is the last of seven tasks described in this user manual for modifying a PCM 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. Change Base Date
6. Manage Days
7. Insert PCM (this task)

Insert PCM enables another PCM to be inserted inside the current one. This can be used in a number of ways:

• It can be used as an alternative method of copying a PCM, and
• It can be used to add all services from another PCM into the currently loaded one; i.e. to make one PCM out of several smaller PCMs.

Insert a PCM

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

   1. The default view for a PCM 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 PCM Quotes menu, PCM Quotes > Itinerary.

      1. Click the PCM Quotes menu to expand it:

         

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

         

   3. Examine the Itinerary on this screen.
      

      

3. Select menu PCM Quotes > Itinerary > Insert PCM.

   1. Click the PCM Quotes menu to expand it:

      

   2. Click the Itinerary menu option to expand it:

      

   3. Click Insert PCM to open the Insert PCM screen:

      

4. On the Insert PCM screen, enter details for the new PCM and click Save.

   

5. If the Recalculate PCM screen appears, select the relevant option and click Yes.

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

PCM to Insert

Used for looking-up existing PCMs. Enter a few characters of the required PCM and click the Search icon to display a list of matching PCMs.

Insert Type

The new PCM can be inserted into an existing PCM or merged with existing PCM services.

Selection	Description
INSERT	Renumbers the existing PCM service day and sequence numbers if necessary when inserting the new PCM. This means that if a 3-day PCM is inserted at say Day 2, Sequence 10, then Day 2 of the host PCM will become Day 5.
MERGE	Does not renumber the existing PCM services; instead, the inserted PCM services are renumbered to “fit around” the existing PCM services.

Insert at Day/Seq

The Day and Sequence Number at which the PCM will be inserted can be specified (or, if the PCM is to be inserted into a list of existing services, 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 2/10, then the first service from the copied-in PCM would become Day 2/Sequence 10. On an Insert, this would push the service that was 2/10 down the list to be the first service after the newly inserted PCM Services. The following table attempts to explain the process:

Host PCM	Merge PCM	Result	Was
1 / 10		1 / 10	Host: 1 / 10
1 / 20		1 / 20	Host: 1 / 20
2 / 10	1 / 10	2 / 10	Host: 2 / 10
2 / 20	2 / 10	2 / 11	Merge: 1 / 10
3 / 10	3 / 10	2 / 20	Host: 2 / 20
3 / 20	3 / 20	3 / 10	Host: 3 / 10
4 / 10	4 / 10	3 / 11	Merge: 2 / 10
4 / 20	4 / 20	3 / 20	Host: 3 / 20
		4 / 10	Host: 4 / 10
		4 / 11	Merge: 3 / 10
		4 / 20	Host: 4 / 20
		4 / 21	Merge: 3 / 20
		5 / 10	Merge: 4 / 10
		5 / 20	Merge: 4 / 20