Scheduling Bookings
Creating Schedule Plan Lines (Manual Lines)
To manually create a plan line within a schedule, select the blue menu icon and choose Create Plan Line.
Complete the required fields, such as:
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Station
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Spot Kind
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Time From
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Time To
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Any additional required fields
Once all details have been entered, select the Save icon to create the plan line.
6.3 Calendar Scheduling
Bookings are scheduled directly within the calendar panel.
In Month View, select the corresponding cell on the right-hand side of the plan line to open the calendar scheduler.
The following scheduling options are available:
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Select a specific day to enter the number of spots or bookings for that date
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Select a day of the week to replicate bookings across the same weekday for the entire month
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Select a week number to apply bookings across the full week
Bookings can also be scheduled in Day View by switching the layout to Day and entering the required number of bookings or spots directly against the date.
6.4 Copying Bookings
In Month View, bookings can be copied by week or by month.
To copy bookings, select the copy icon located in the top-left corner of the selected area and choose Copy.
6.5 Booking Deals
Booking Deals define the financial structure of a booking and are accessible in both Month and Day views.
Once plan lines have been scheduled:
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In Month View, left-click on a booking value to open the calendar scheduler, or right-click on the booking value and select Booking Deals.
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In Day View, right-click on a scheduled date and select Booking Deals.
The Booking Deal screen displays the financial calculations associated with the booking. These calculations can be reviewed on screen or exported to Excel.
Fields marked with a pencil icon are editable. Any changes made to booking deals will automatically synchronise back to NAV.