Click here for Master Tutorials
Click here for Groups Navigation
| Group Functions | |
|---|---|
| Add Change Transactions | Payment |
Change Transactions
Select a group in the Analysis grid and click Change Transaction in Navigation or click Change Transaction from the Masters | Group menu to display the Find Master form. The Change/Reverse Charges screen displays all transactions for the selected master. The group number and name as well as the room number are displayed for clarification.
- Starting Date
- When Display All Transactions is not checked, enter or select the date using the calendar function to restrict from which date transaction are displayed in this grid. When Display All Transactions is not checked, this field is read-only.
- Number of Days
- When Display All Transactions is not checked, enter or use the up and down arrows to set the number of days worth of transactions to be displayed in this grid (based on Starting Date). When Display All Transactions is not checked, this field is read-only.
- Display
- When Display All Transactions is not checked, click after setting the Starting Date and Number of Days parameters to show transactions in the grid. When Display All Transactions is not checked, this field is read-only.
- Display All Transactions
- When checked, all transactions are displayed based on the Starting Date and Number of Days fields. When unchecked, the Starting Date and Number of Days fields are enabled for change.
- Change
- Check the box of the transaction to be changed and click Change to open the Change Transaction screen to update the Description, Quantity, and/or Price. This screen also displays in read-only format Extended Cost, Total Tax, Total Cost, Code (Transaction Code), Seq #, and Date (posted). If a credit card transaction is selected, this form also includes
Protobase Reference Number, Credit Card Number, and Credit Card Type.
- Delete
- Check the box of the transaction to be changed and click Delete. If these reversed transactions should not be printed on statements, check the original and reversal transactions and click the No Print button.
To select transactions, use the checkbox next to the Date column. This highlights the row and update the selected total in the lower left corner of the form. When an option is selected and there are multiple transactions selected, the system first determines if the selected option can be performed on all transactions. If not, a screen is displayed with a list of all the selected transactions and a status next to each indicating which can and cannot be performed. If unable to perform, a warning with an explanation is displayed. If all selected transactions are marked as Not Allowed, the ability to authorize continuation is disabled. The only enabled choice is No. If allowed, select the Yes button. The system performs the selected option on the transactions that have the status of OK. - No Print
- Manually mark selected transactions as "No Print". The total is displayed in the lower left corner of the form and must be at zero for this option to work. This button works as a toggle switch. If the transaction(s) selected are already set to "No Print" when this button is accessed, the "No Print" column is unselected.
When a master (group, owner, etc.) transaction is changed or deleted, RDPWin automatically adds “No Print” flags on any transaction reversal caused by a deletion or a change when the posting date is the same as the transaction date.
If the transaction date being changed or deleted is prior to the current system date. RDPWin prompts to use either the system date or the transaction date. When the transaction date is selected, transactions are marked as “no print”. If the system date is selected, the “No Print” flag is not set. Because the statement ending-date could be between these dates, and if the transactions were no printed, the "No Print Transactions" for the statement would be out of balance.
If the transaction date being changed or deleted is the current system date, the transactions are marked as “No Print”. - Print Receipt
- The Print Receipt option is only available if an Protobase credit card transaction has been selected. It allows the reprinting of credit card receipts.
- Refund
- The Refund option is only available if an Protobase credit card transaction is selected. When selected, the system processes a refund transaction through Protobase and posts a refund transaction to the reservation.
- Hide 'No Prints'
- When checked, transactions marked with the no print flag are not displayed in the grid.
Click these links for Frequently Asked Questions or Troubleshooting assistance.
04/05/2010
© 1983-2009 Resort Data Processing, Inc. All rights reserved.