myTourplan

Debtor Queue Entries

This is the third of three tasks in this section of the user manual that describe communications-related functions under the Debtors > Communication menu.

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

The list is:

  1. Debtor Contacts
  2. Debtor Documentation
  3. Debtor Queue Entries (this task)

Queues provide a means of sending messages amongst Tourplan users or groups of users on the local Tourplan system. These permit workflow based reminders to be queued for some future action, as well as being used for general reminders or office communication. They are context sensitive and can be attached to a booking, PCM, agent and/or supplier and therefore be viewed from a number of areas within the system.

Queue entries flagged as deleted are not physically deleted, and they display with a Status of Deleted. Full details on setting up queues and messages are in the System Setup Manual.

NOTE: For agents, the Message/Queues screen provides details of internal queue messages regarding the agent.

View and/or Insert Queue Messages

  1. Make sure the required Debtor/Agent is displayed. (See Create a New Debtor or Retrieve an Existing Debtor).

  2. Open the Debtors Menu from .

    1. Click the Debtors hamburger menu to expand it:

    2. Click Communication to expand the Debtors Communication menu:

    3. Select Queue Entries to open the Debtors queue entries screen:

    3. NOTE: The column headings at the top of the list of messages are the default headings for this screen. The default headings can be changed - see the Change Default Column Headings section.
  3. Click .

  4. The window for a new message appears.

  5. Enter details into fields as required and click . This message will now display on the users queued entries.

  6. The Queue messages will display in the Debtors Queue list under Communication > Queues. It will also display in the My Messages section of the senders Tourplan NX Home Screen.

About the Debtor Queue Message Screen

Sent By

User Name.

Queue Defaults

The code and name for any defaults selected.

NOTE: Only Queue Defaults whose Queue Scope has been set as Agent will display

Queue To

Send to a pre-defined group of users.

Assigned To

Specific User Name to assign the Queue Message to.

Booking Name

If the Queue message is booking related, the Booking Name the Queue refers to.

Service Line

If a Booking Name has been selected in the previous field, a list of the booking services will display in this drop-down and if the Queue is related to a specific service, that service can be selected.

PCM Name

If the Queue message is PCM related, the PCM name the Queue refers to.

PCM Service Line

If a PCM Name has been selected in the previous field, a list of the PCM services will display in this drop-down and if the Queue is related to a specific service, that service can be selected.

Agent

Defaults to the current agent. A different Agent can be selected.

NOTE: Changing the agent will attach the Queue Entry to the new agent. Connection to the original agent will be lost.

Supplier

If Queue relates to a supplier, select the supplier.

Due Date Time

The date and time (24hr format) that the queued task is due.

Message

The content of the message.

 

The Queue messages will display in the Debtors Queue list under Communication > Queues. They will also display in the My Messages section of the senders Tourplan NX Home Screen.

Supporting Information

See also Communications Columns from within Debtors or Creditors in the appendix.