MODIFY (CTRL+M) –This function can be used to add or remove a trip line from an existing QUOTE or BOOKING. It can also be used to make accounting entries in an existing booking (eg: Receipt Money, Pay Supplier, enter Charges & Credits) When the QUOTE is retrieved as outlined in the following steps, the Client/Trip file, and associated records in Travel Services are available
Click on MODIFY. The SELECT TRIP FILE TO MODIFY... screen is activated, where all Quotes and Bookings are displayed. The search can be Consultant related or sorted by multiple parameters. Default search settings can be changed on individual workstations and are normally defaulted during installation – See the ‘INI File Setup’ document found in the Manual Folder of your office J: Drive for further information