Agent Air - Check for Bookings (11/9/2022)

  1. Open up Trams and Click Invoices
  2. In the search filters go 3 Years in the and put an = sign in the second box
  3. For outside agent, type the agent's name and select the agent that is needed 
  4. Press "Query"
  5. Look for these columns 
    1. Travel Type
    2. Airline/Vendor Name
    3. Depart Date
    4. Return Date
  6. Sort by the departure date
  7. Look to see if any invoices show 
    1. Travel Type: Air
    2. Departure Date: After the current date

 

If Step 7 is True - Set a task reminder to deactivate Agent Air 8 weeks after return date

If Step 7 is False - Go to Agent Air and remove email address and press checkbox to allow bookings