The Global Sales Bulk Cancel screen enables you to cancel multiple reservations at-a-time for facilities, courts, or day care (CYMS). You begin by specifying a range of dates (i.e., August and September), and may further refine a pattern to cancel within it (i.e., cancel only reservations on Thursday's). For Example: Simon Perez reserved room 312 in your Community Center for a meeting that occurs every Tuesday and Thursday during August and September of this year. Simon calls you back and wants to remove the Thursday reservation but keep his Tuesday reservations. Through one process with Bulk Cancellation, you can specify August through September, select Weekly, Thursday, and process Simon's refund for that group of dates. The alternative would be to remove each Thursday's reservation manually through Purchase History, which would require a lot more clicks to accomplish.
- From the Purchase History tab in Global Sales, you will select one (1) record within the DataGrid that is of the Module:
- FR - Facility
- CY - CYMS (day care)
- CR - Court
- Expand Cancel and then select Bulk Cancellation for Daycare, Facility, or Court.
- The Global Sales Bulk Cancel screen opens.
- Specify the Pattern Begin and End Date Range.
- Select the Pattern Option: All Dates in range, Daily (i.e., every 2 days within date range), Weekly (i.e., every Thur in date range), Monthly (i.e., 1st Thur of each month in date range), or Random Dates (i.e., only specific dates you choose from the calendar). The selection you make here dictates what other fields, if any, appear beneath the Pattern Option. Complete those additional fields and refer to the "i" on-screen help, as needed.
- If applicable, enter any Skip Dates (dates you wish to keep and NOT cancel).
- Click the Continue button.
- You will return to the Purchase History tab with your selections in the Cart. Continue with your normal sales process to complete the refund.
GlobalSalesBulkCancel_Tab1
Pattern Begin Date (GlobalSalesBulkCancel_ItemBeginDate)
Select the date range for Bulk Cancellation. Use the Pattern Option field that follows to consider all dates within this range or just a specified subset (i.,e., just Thursdays).
DeletePattern End Date (GlobalSalesBulkCancel_ItemEndDate)
Select the date range for Bulk Cancellation. Use the Pattern Option field that follows to consider all dates within this range or just a specified subset (i.,e., just Thursdays).
DeletePattern Option (GlobalSalesBulkCancel_FRPatternOption)
Accept the default value (All Dates) or select an alternative Pattern Option.
THEN
Make selections in the fields that appear, as applicable. The selection you make here dictates what other fields, if any, appear. Enables you to cancel reservations occurring within the Date Range specified AND a pattern of days/weeks/months. A custom selection of dates can also be specified.
- All Dates - Reservations are cancelled over every date in the range.
- Daily - Reservations are cancelled for every date in the range based on your Skip X Days value, minus any Skip Dates you select. For example,: your Date Range is 01 August through 30 September. You enter 3" in the Skip X Days field and select "07 August" as a Skip Date. Using this option you cancel Reservations every three days starting on 01 August and running through 29 September (08/01 8.4.2022. 8.10.2022. etc.) except 07 August.
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Weekly - Reservations are cancelled on a weekly basis (based on your value in the Skip X Days field) for the Weekdays you select minus any Skip Dates you select. For example your Date Range is 01 August through 30 September. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "1" in the Skip X Days field and select 10 and 24 August as a Skip Dates. Using this option you will cancel Reservations for 2:00 to 3:00pm every Tuesday and Thursday in August and September except for 10 and 24 August.
Note: The Skip X Days field in this instance is actually "Skip X Weeks. Using the example above had you entered "2" in the Skip X Days field then you would have made or cancelled reservations for "every other Tuesday and Thursday."
- Monthly - Reservations are cancelled on a monthly basis for the Weekdays and Weeks (of the month) you select minus any Skip Dates you select. For example your Date Range is 01 August through 30 September. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "Week 2 Week 3" in the Weeks field. You leave the Skip Dates field blank. Using this option you will cancel Reservations Tuesdays and Thursdays during the 2nd and 33r weeks of August and September.
- Random Dates - Reservations are cancelled over the dates you select.
Pattern Option (GlobalSalesBulkCancel_PTPatternOption)
Accept the default value (All Dates) or select an alternative Pattern Option.
THEN
Make selections in the fields that appear, as applicable. The selection you make here dictates what other fields, if any, appear. Enables you to cancel reservations occurring within the Date Range specified AND a pattern of days/weeks/months. A custom selection of dates can also be specified.
- All Dates - Reservations are cancelled over every date in the range.
- Daily - Reservations are cancelled for every date in the range based on your Skip X Days value, minus any Skip Dates you select. For example,: your Date Range is 01 August through 30 September. You enter 3" in the Skip X Days field and select "07 August" as a Skip Date. Using this option you cancel Reservations every three days starting on 01 August and running through 29 September (08/01 8.4.2022. 8.10.2022. etc.) except 07 August.
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Weekly - Reservations are cancelled on a weekly basis (based on your value in the Skip X Days field) for the Weekdays you select minus any Skip Dates you select. For example your Date Range is 01 August through 30 September. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "1" in the Skip X Days field and select 10 and 24 August as a Skip Dates. Using this option you will cancel Reservations for 2:00 to 3:00pm every Tuesday and Thursday in August and September except for 10 and 24 August.
Note: The Skip X Days field in this instance is actually "Skip X Weeks. Using the example above had you entered "2" in the Skip X Days field then you would have made or cancelled reservations for "every other Tuesday and Thursday."
- Monthly - Reservations are cancelled on a monthly basis for the Weekdays and Weeks (of the month) you select minus any Skip Dates you select. For example your Date Range is 01 August through 30 September. You select "Tuesday" and "Thursday" in the Weekdays field. You enter "Week 2 Week 3" in the Weeks field. You leave the Skip Dates field blank. Using this option you will cancel Reservations Tuesdays and Thursdays during the 2nd and 33r weeks of August and September.
- Random Dates - Reservations are cancelled over the dates you select.
Weekdays (GlobalSalesBulkCancel_FRWeekdays)
This field is applicable only when the "Weekly" or "Monthly" Pattern Options are selected.
Select the weekdays on which you wish to make or cancel reservations. Multiple selection is allowed. Refer to the Pattern Option field help for examples.
DeleteWeekdays (GlobalSalesBulkCancel_PTWeekdays)
This field is applicable only when the "Weekly" or "Monthly" Pattern Options are selected.
Select the weekdays on which you wish to make or cancel reservations. Multiple selection is allowed. Refer to the Pattern Option field help for examples.
DeleteWeeks (GlobalSalesBulkCancel_FRWeeks)
This field is applicable to the "Monthly" Pattern Option only.
Select the weeks of the month on which you wish to cancel reservations. Multiple selection is allowed. Refer to the Pattern Option field help for examples.
DeleteWeeks (GlobalSalesBulkCancel_PTWeeks)
This field is applicable to the "Monthly" Pattern Option only.
Select the weeks of the month on which you wish to cancel reservations. Multiple selection is allowed. Refer to the Pattern Option field help for examples.
DeleteRandom Dates (GlobalSalesBulkCancel_FRRandomDates)
This field is applicable for the "Random" Pattern Option only.
Select dates as needed for your pattern. Reservations are removed on all dates you select here.
Notes: This field cannot be edited once a date or dates have been selected. If you need to remove a date from this list click the Drop-down list and click the X next to the date you wish to remove.
Take heed when selecting dates from the calendar. The system will allow you to select dates that fall outside the beginning/ending date range you entered above.
Random Dates (GlobalSalesBulkCancel_PTRandomDates)
This field is applicable for the "Random" Pattern Option only.
Select dates as needed for your pattern. Reservations are removed on all dates you select here.
Notes: This field cannot be edited once a date or dates have been selected. If you need to remove a Date from this list click the Drop-down list and click the X next to the date you wish to remove.
Take heed when selecting dates from the calendar. The system will allow you to select dates that fall outside the beginning/ending date range you entered above.
Skip Dates (GlobalSalesBulkCancel_FRSkipDateList)
This field is applicable only if your Pattern Option is "Daily Weekly or Monthly."
Select the dates you wish to skip when processing the program. When cancelling reservations any date(s) in this field are skipped.
Note: This field cannot be edited once a date or dates have been selected. If you need to remove a date from this list click the Drop-down list and click the X next to the date you wish to remove.
Skip Dates (GlobalSalesBulkCancel_PTSkipDateList)
This field is applicable only if your Pattern Option is "Daily Weekly or Monthly."
Select the dates you wish to skip when processing the program. When cancelling reservations any date(s) in this field are skipped.
Note: This field cannot be edited once a date or dates have been selected. If you need to remove a date from this list click the Drop-down list and click the X next to the date you wish to remove.
Every X Days (GlobalSalesBulkCancel_FREveryXDays)
This field is applicable for the "Daily" and "Weekly" Pattern Option only.
Accept the default value or overwrite with another value as needed. The value you enter is the number of days (Pattern Option = Daily) or weeks (Pattern Option = Weekly) over which the system will make or clear pattern reservations in your date range.
- Enter '1' to have run the pattern every day or week in the date range.
- Enter '2' to have the system run the pattern every other day or week in the date range.
- Enter '3' to have the system run the pattern every 3< sup>rd day or week in the date range and so forth….
Refer to the Pattern Option field Help for examples.
Note: When using the "Weekly" Pattern Option the Every X Days field is actually "Every X Weeks."
Every X Days (GlobalSalesBulkCancel_PTEveryXDays)
This field is applicable for the "Daily" and "Weekly" Pattern Option only.
Accept the default value or overwrite with another value as needed. The value you enter is the number of days (Pattern Option = Daily) or weeks (Pattern Option = Weekly) over which the system will make or clear pattern reservations in your date range.
- Enter '1' to have run the pattern every day or week in the date range.
- Enter '2' to have the system run the pattern every other day or week in the date range.
- Enter '3' to have the system run the pattern every 3< sup>rd day or week in the date range and so forth….
Refer to the Pattern Option field help for examples.
Note: When using the "Weekly" Pattern Option the Every X Days field is actually "Every X Weeks."