Booking Actions

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The Booking Action buttons are located at the end of the Create Booking screen. These buttons can be displayed in all Detail screens by clicking on the Booking Actions button at the top or bottom of the screen. These buttons allow you to create a template, save a draft booking, submit the booking or create another booking.

 

The Booking Action buttons are:

 

Button

Description
Save Template Only Without performing any validation, the entered data is saved as a template.

First, select the check box next to the Save Booking as Template field to enable the field. Then enter a name for the template and click the Save Template Only button to save as a booking template. The template list will update with the template you created.

 

You can update or save over a previously saved template by clicking Look-up icon to search for an existing template.  The Save Booking as Template check box must be selected in order to use Look-up.

Note:

  • If changes are made to a previously saved template, then you are prompted to save the updates.

  • If it is creation of new template, it saves the template name and the associated data.
Save as Draft Saves booking in the incomplete status Draft and does not validate or submit the data. Drafts may be updated any time and saved.

Note: A booking with a status of Preliminary cannot be saved as a Draft. Updates on it must be submitted.
Submit Preliminary A preliminary booking can be modified as many times as needed until it is made final.  

  • Validates, saves and submits the booking data from Preliminary status for further proceeding.

  • Preliminary bookings can be resubmitted as many times as needed and can be used to update the service provider.

  • Locks the booking so that only certain fields may be modified.
Submit Final

  • Validates, saves and submits the booking data from Final status for further proceeding.

  • Locks the booking and will not allow any further changes.

  • Only one submission is allowed.
Create Another Booking Click to create a new booking; the Create Bookings page appears. If you have not saved your previous booking details, the system prompts you to save the details before entering into the Create Bookings page.

 

 

Related Items Related

Templates

Create New Booking

Common Icons

 

 

 

 

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