Once you have reviewed pricing, made any desired overrides and marked dates for upload, you can submit them to the PMS.
Mark Days for Upload from the Calendar and Submit to PMS
Tap the Send to PMS icon to open the Send to PMS page. Dates marked for upload are in blue. Dates not marked for upload are in white. Dates in gray have been sent to the PMS. A yellow arrow points to the as-of date. You can scroll up or down to see the entire forecast horizon in the calendar.
- To mark additional dates for upload, tap the desired dates to turn them blue. To unmark a date for upload, tap the date to turn it from blue to white.
- Confirm the pricing and dates marked for upload, and then tap Send.
Once the dates are sent to the PMS, you'll receive a confirmation message. The dates sent to the PMS are now gray.
If you select a gray date (a date that you have already submitted to the PMS), you receive the following message:
Create a New Transaction
To create a new transaction, go to Pricing, and select the date for the new transaction. In the upper-right corner, tap the New Transaction icon.