Flights - Revision history

Mgammon@contextsolutions.co.za: /* Configuration / Setup */

2010-03-12T14:35:29Z

Configuration / Setup

Mgammon@contextsolutions.co.za at 14:07, 12 March 2010

2010-03-12T14:07:21Z

Mgammon@contextsolutions.co.za at 14:06, 12 March 2010

2010-03-12T14:06:36Z

Mgammon@contextsolutions.co.za at 13:58, 12 March 2010

2010-03-12T13:58:29Z

Mgammon@contextsolutions.co.za: /* Import into Pastel */

2010-03-12T13:51:14Z

Import into Pastel

Mgammon@contextsolutions.co.za: /* Import into Pastel */

2010-03-12T13:46:20Z

Import into Pastel

Mgammon@contextsolutions.co.za at 11:51, 12 March 2010

2010-03-12T11:51:56Z

Mgammon@contextsolutions.co.za at 13:37, 3 June 2009

2009-06-03T13:37:46Z

194.160.76.5: xcoNyCWHgI

2009-05-14T05:54:27Z

xcoNyCWHgI

New page

qcQ3Ni <a href="http://txjhargfytmy.com/">txjhargfytmy</a>, [url=http://xewylsncmhot.com/]xewylsncmhot[/url], [link=http://oiuplzwnikyv.com/]oiuplzwnikyv[/link], http://xrobpilwcmkw.com/

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 Each pilot must have a valid pastel code on their membership record.  This is used to communicate back to Pastel which account to debit for the cost of the booking
+c) Invoice Item Lists:
+There are three sets of codes that have to be set correctly in the Invoice Item Lists screen
+* Maintain Invoice Items - this is a list of additional items that can be added to a flight invoice.  You can add landing fees at specific other airfields, hire of headsets etc. to this list.  Each item on this list needs to have a price, and the Pastel code to use when exporting this item on an invoice.
+* Maintain Aircraft Prices and Account Codes - this section contains on entry for each aircraft, for each type of membership.  Each entry in this table must have a Pastel Code and a price.
+* Maintain Instruction Prices and Account Codes - this section contains an entry for each instructor, for each type of instruction.  Each entry in this table must have a Pastel code and a price.
 == Import into Pastel ==

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 * Select Process -> Customers  from the main menu
 * Select document type "Tax Invoice"
+[[Image:ProcessCustomer.png]]
 * Click on the "batch" button
 * Select "import"
 * navigate to the file exported from the booking system
 * click on the "Process" button.
-[[Image:ProcessCustomer.png]]
 The system will now import the booking sheet invoices from the interface file.  Pastel will issue an error message if any of the codes sent from the Book A Flight system do not match codes in Pastel.

@@ Line 29: / Line 29: @@
 * navigate to the file exported from the booking system
 * click on the "Process" button.
+[[Image:ProcessCustomer.png]]
 The system will now import the booking sheet invoices from the interface file.  Pastel will issue an error message if any of the codes sent from the Book A Flight system do not match codes in Pastel.

@@ Line 4: / Line 4: @@
 == Exporting to Pastel ==
-It is possible to extract information about a flights into an interface file, for bulk import into your accounts package.  To export invoice date to the accounts package, tick the box next to each of the flights you are wanting to transfer and then click on the button on the bottom of the page.  The system will then generate in interface file and deliver it according to the option selected in the EXPORTPASTELTO configuration option in the system configuration screen.  This is either an email address (in which case the export file is sent as an email attachment) or the word FILE, in which case th exported file is downloaded immediately to the computer of the person initiating the export.
+It is possible to extract information about a flights into an interface file, for bulk import into your accounts package.  To export invoice date to the accounts package, tick the box next to each of the flights you are wanting to transfer and then click on the button on the bottom of the page.  The system will then generate in interface file and deliver it according to the option selected in the EXPORTPASTELTO configuration option in the system configuration screen.
+=== Configuration / Setup ===
+There are several aspects of the system that need to be correctly configured for Pastel integration to work. These are:
+a) System Configuration Values:
+* EXPORTPASTELTO -  This is either an email address (in which case the export file is sent as an email attachment) or the word FILE, in which case the exported file is downloaded immediately to the computer of the person initiating the export.
+* HOME_FIELD_LANDING_CODE - This is the Pastel code to use for landings at the home field.
+* YEAR_START_MONTH - This is the month in the year that corresponds with your first financial month. It is used to allocate "Reporting Period" correctly within Pastel.
+* EXPORT_FLIGHT_TYPE - YES or NO - This is used to indicate if the flight types should be included in the export.  Including the flight types in the export requires that these be set up as commission entries in Pastel.
+b) Pilot Codes:
+Each pilot must have a valid pastel code on their membership record.  This is used to communicate back to Pastel which account to debit for the cost of the booking
 == Import into Pastel ==

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 * Select "import"
 * navigate to the file exported from the booking system
+* click on the "Process" button.
 The system will now import the booking sheet invoices from the interface file.  Pastel will issue an error message if any of the codes sent from the Book A Flight system do not match codes in Pastel.

← Older revision		Revision as of 13:37, 3 June 2009
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