PCM Quotes can be 'duplicated' to create multiple new sPCM Quotes with updated Base Dates - using the Bulk Copy process.

Locate and open the original PCM Quotes you wish to copy, then choose Bulk Copy from the Operations and Accounts menu.

Within the Bulk Copy screen, you can enter new base dates for each copied PCM Quotes. A sequence number will be added to the PCM Name and PCM Alias Name to help distinguish the PCM from the newly created copies.

All details from the original PCM are copied, including the Agent and Branch/Department. You can choose whether to include the PCM Notes and decide how service line prices should be recalculated for the copied PCM s.

Copy PCM

1. Search for and retrieve a PCM to work with. If you haven't done this already, see Retrieve an Existing PCM.
2. Select menu PCM Quotes > Operations and Accounts > Bulk Copy.

   1. Click the PCM Quotes menu to expand it:

      

   2. Click the Operations and Accounts menu option to expand it:

      

   3. Click Bulk Copy to view Bulk Copy Booking screen:

      

3. On the Bulk Copy PCM screen, add new Base Dates using the calendar selection, or manually entering a date, then select + to continue adding Base Dates.
   

   

4. Complete the Copy Parameters: To copy notes from the source PCM tick the Copy PCM Notes check box.

   NOTE: The Sequence Name From, and Sequence Name Alias From fields default to a value of 1,000. If a different sequence number is required you can update to a preferred number.
5. Select a method to Recalculate Service Line Prices. Click to learn more.

   

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

8. To view copied PCMs, use the PCM search feature. The newly created PCMs will have a sequence number appended to the booking name. See Retrieve an Existing PCM.
 

New Base Dates

Base Date

Enter or select a base date from the calendar selection, the green plus button is used to form a list of 'New Base Dates' below.

New Base Dates

Each Base Date listed will create a new PCM in the Bulk Copy process, and the services will update in the PCM to match the New Base Date.

 

Copy Parameters

Copy PCM Notes

All PCM notes will be copied to the new PCM if the checkbox is selected.

Sequence Name From

When a new PCM is created from the copied PCM in a bulk copy process, all PCM details are copied including the PCM Name. This numerical setting is appended to the copied PCM, and when multiple PCMs are created the number will append sequentially starting with the value inserted here.

NOTE: If a PCM Name and sequence number already exist for a PCM, the system assigns the next available sequence number.

Sequence Name Alias From

When a new PCM is created from the copied PCM in a bulk copy process, all PCM details are copied including the PCM Alias Name. This numerical setting is appended to the copied PCM, and when multiple PCMs are created the number will append sequentially starting with the value inserted here.

NOTE: If a PCM Name Alias and sequence number already exist for a PCM, the system assigns the next available sequence number.

 

Recalculate Service Line Prices

Replace All - Revisits the Tourplan Product Database and re-costs all services.

All Except Overrides - Revisits the Tourplan Product Database, however does not re-cost services where the original product rates were manually overridden. Manually overridden values to be confirmed with the OK Button.

No Prices - Recalculates the totals based on the existing service line values.

Updating Exchange Rates - When the PCM services are re-costed should Tourplan continue to use the previous exchange rates (unchecked) or use the exchange rates from the Tourplan Code Setup Module.