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Masters - Agents - Delete

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Travel Agent Functions
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Delete Agent Masters

Select an agent in Analysis and click Delete from Navigation, click Delete from the Masters | Agent menu to display the Master form, or right-click on an agent in Analysis and select "Delete Selected Row" to open the "Delete Agent Master" screen.  The contact information is displayed and tabs are available for viewing additional agent detail. 

When Delete is selected from the Agent or Masters Agent main menu without an agent selected, the Find Agent screen opens.  Enter agent information or click Find to produce a list to assist with selection.  Once selected, the Delete Agent Master form opens.  Click the Delete button to remove the selected agent from the list.  When deletion is allowed and the Delete button clicked, the system prompts with "OK to delete?".  Click Yes to delete permanently and OK at the "Deleted Successfully" notice.  Some restrictions apply. 

Restrictions

Active History Reservations Exist
Agents cannot be deleted if reservations exist in active history.  Use the Reservations tab to view the reservations on the agent.


If Delete is clicked when active reservations exist such as those shown above, a warning is displayed.
Active Transactions
Agents cannot be deleted if transactions exist in the current calendar year.  Use the Transactions tab to review the transactions on the agent.  On January 1st of the following calendar year, these agent masters can be deleted.  In the interim, remove the room number and set the Agent Type to "OLD". 
Future Reservations Exist
Travel agents cannot be deleted if future reservations exist.  Use the Reservations tab to view the reservations on the agent.


If Delete is clicked when future reservations exist such as those shown above, a warning is displayed.
Folio Balance Due
Travel agents cannot be deleted if the balance is not zero on the Transaction tab.


If Delete is clicked when the transactions do not equal zero such as those shown above, a warning is displayed.
   

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04/05/2010

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