Updating Bookings after Editing a Location Record

After editing common locations, changes that affect scheduling (for example, a new address) should be reflected in trip bookings.

Before you begin

Common Locations must be open. Changes must be made to one or more addresses in Location records.

Live and template schedules can be updated with the most recent location information using the Location Change Wizard.

Click the Location Change Wizard button.
The Location Change Wizard dialog box appears.
In the left pane, select the fields that were edited in the record.
Click Select All to select all check boxes. Click UnSelect All to clear all check boxes.
Optional: To rebuild vehicle type exclusions (that is, to delete current vehicle type exclusions and add all selected vehicle type exclusions for the location), select Rebuild Vehicle Type Exclusions.
To use this option, the VehicleTypeExclusions field should be selected.
If you do not select this option (and the VehicleTypeExclusions field is selected), then new vehicle exclusions will be added and existing exclusions will not be deleted from the updated bookings.
In the Actions frame, select Update Bookings.

Select one or more of the following:

Option	Description
Unschedule trips with violations that exceed the violation set	(Recommended) From the field below, click the violation set (for example, Default). Scheduled trips that incur unacceptable violations due to the changes made will be automatically unscheduled.
Change Subtype Abbreviation After Update	From the field below, click the subtype. Use this option if, for example, you want to identify the changed bookings easily in the Trip Administration screen.
Cancel Trips if Provider or Funding Sources are no longer valid	Automatically cancels the trip if the provider or funding source attached to the trip is no longer valid as a result of the changes made. You can use this option and proceed to update bookings without having to select fields.
Cancel Trips if LDate is outside of Eligible Period or the Client is suspended	Automatically cancels all bookings that have a booking date that falls outside of the Eligible From/To date period or that falls within the Suspended From/To date period. You can use this option and proceed to update bookings without having to select fields.

In the Selections frame, select one or more of the following:

Option	Description
Master Sub Bookings	Applies the changes to master subscription bookings.
Weekday Schedules	Applies the changes to template trips. Then, in the field below, choose Template.
Date Based Schedules	Applies the changes to Live schedules. From the field below, select Live. Then, in the From and To fields, specify the first and last dates for which the changes should be applied. By default, the From field shows tomorrow’s date and the To field shows the date of the last loaded schedule. The changes will be applied to bookings within this date range.
Exclude Cancelled Bookings	Applies the changes to all bookings except those that have been canceled.

Optional: Select Notify Trip Providers via Email.
Providers will be notified of changes or you can use this option to send email to another party so that they can update affected trips.
Click Next.
The wizard compares the selected fields of the record with all trips in the selected schedules and then lists the trips with differences. By default, all trips are selected.
Clear check boxes for trips to be excluded from the update.
Use UnSelect All to clear all check boxes at once.
Optional: Click Back to adjust other options (for example, to select different change fields or schedules) for updating the bookings.
Click Cancel to cancel the activity.
Click Update.
The Log frame shows the status of the update process, booking by booking.