Putting a future date on a Pass Membership cancellation in RecTrac 3.1
Problem
How do I cancel a pass in the future using RecTrac 3.1? We have only been able to cancel a pass for the current date. We cant find a future date button.
Solution
The Effective Cancellation Date prompt is a by-module option in RecTrac 3.1; it is maintained on the Daily Processing profile.
1. Go to your Daily Processing profile.
2. Locate the Prompt for Effective Cancel Date on Cancellation of these Modules. On the Standard VSI design, this is in first column of settings in the main area.
3. Click the Combo Box icon and select Pass. Multiple selection is allowed, so choose any other modules for which you want to see a date prompt when processing a cancellation. Use the 'i' and '?' Help icons for a full field description, if needed.
4. Save changes and exit. Changes take effect immediately. The next time you process a pass cancellation, the system will prompt for an effective date.