Core TSIs : Reservations : Working with Reservations : Making a reservation recurrent
Making a reservation recurrent
You can make a reservation recur periodically, such as daily, weekly, monthly or on specified dates. This will result in a scheduled series of reservations for the set interval.
Procedure
1. Go to Reservations.
2. Select the reservation you want to make recurrent.
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If an order and corresponding suborder associated with a reservation are in either the Administratively complete or Canceled status, they cannot be made recurrent. In that case, Planon ProCenter will display an error message.
3. On the action panel, click Make recurrent.
The Schedule dialog box appears.
4. Select the required frequency: Daily/Weekly/Monthly/Calendar.
5. Select the period from Set manually and Predefined.
If you select Set manually:
Select the Starts on date.
Enter either a fixed number of occurrences in End after field or a fixed end date in Ends on field.
Select the number of days/weeks/months between consecutive occurrences.
If you select Predefined:
Select a predefined Period from the pick list or select the Starts on and Ends on date to select the recurrence period.
Select the occurrences by number of days/weeks/months.
The procedure is the same for Weekly and Monthly predefined options, except that you can additionally select the interval (weeks/months) between consecutive recurrences and the day on which the recurrence will be scheduled.
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For information on adding recurrence periods, see Supporting data > Maintaining Recurrence Periods.
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If a month has fewer days than the specified value, the reservations will recur on the last day of that month.
For a Calendar frequency, you can set the following:
Selected dates
Displays all the selected dates, irrespective of the day, date, month and year on which the reservation recurs.
Calendar
Select date(s) in the calendar to extend the recurrence to those dates.
Clear
Click Clear to delete all selected dates both in the calendar and in the list. To delete a specific date from your selection, click the date once again.
Today
Click Today to include today’s date.
6. Click OK to confirm your settings.
The Question dialog box is displayed.
7. Click OK.
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In order to be in line with Connect for Outlook, the number of recurrences that can be created for a reservation is limited to 100. However, if you are not using Connect for Outlook, the limit for the number of recurrences that can be created for a reservation at a time is 200.
You have now created recurring reservations. Recurring reservations are marked by the Icon depicting two arrows in a circle icon in the elements list.