FareManager Routings

Transcription

1 FareManager Routings Managing Routing Maps and Restrictions Updated 1 April Airline Tariff Publishing Company. All rights reserved.

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3 FareManager Routings Table of Contents Introduction to FareManager Routings... 3 Mission... 5 Understanding the significance of the system... 6 Basis for fares: Routing or mileage... 6 The function of routing maps... 7 The function of routing restrictions... 7 Accessing FareManager Routings... 8 Summary... 9 Inquiry Mission How to display a list of routings How to interpret routing data How to view routing maps and restrictions Reference Option Using the Find/Replace feature Summary Creating Routings in FareManager Mission Toolbars and function windows How to create a new routing map Drawing a simple routing map Completing the creation of a routing map Resolving errors Summary Modifying Routing Maps Mission How to modify a routing map Modifying and creating routing restrictions Steps for creating routing restrictions Adding a Reference Option Canceling Routing Maps Summary Creating Routing Partials Mission US/CA domestic tariff routing partials Changing original routings to source routings Changing the routing type to source i

4 FareManager Routings Creating new routing for partials How to manually unlock a routing Summary The Copy/Paste Function Mission The Copy/Paste function Summary Routing Conventions and Guidelines Mission Conventions and guidelines Summary ii

5 Introduction to FareManager Routings Managing Routing Restrictions and Maps

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7 Introduction to FareManager Routings Mission After completing this module, participants will have an introductory understanding of the purpose and functionality of FareManager Routings. Why is this module important? Enhancements to the ATPCO system make it possible for customers to create, update, and cancel their routing maps and restrictions in lieu of sending an instruction to ATPCO. Previously, online capabilities of data providers were limited to only viewing or inquiring about routing information. Many customers will continue to instruct ATPCO analysts when changes are desired. However, FareManager Routings makes the display and maintenance of routings easier and more efficient for all users. Learning objectives After completing this module, participants will be able to do the following: Understand the significance of the FareManager Routings system Identify the function of routing maps Identify the function of routing restrictions Identify the steps for accessing FareManager Routings 5

8 Introduction to FareManager Routings Understanding the significance of the system FareManager Routings is a Web-based tool that gives data owners control over their own routing data and makes the management of the routing database easier for all users. You can create, modify, and cancel routing maps and restrictions. The printing of routing tariff pages remains limited to ATPCO only. Data owners are responsible for instructing ATPCO to update the associated tariff pages for any routing changes that the owner makes. The printing of routing tariff pages remains limited to ATPCO only. Features of the system include the following: Free and secure web access A drawing tool for routing maps Access to restriction updates via a single screen Copy and paste functionality Find and replace functionality Print capability Zoom feature Valid values lists Online help Basis for fares: Routing or mileage International fares may be published as either routing - or mileage-based. Fares that are mileage-based do not necessarily restrict how a passenger gets from origin to destination. Instead, the passenger is allowed a Maximum Permitted Mileage (MPM). As long as the passenger s schedule is within the MPM, the fare stands. However, if the MPM is exceeded, the passenger will be assessed a mileage surcharge. It is very common for an international ticket to be issued with a combination of both types of fares. For instance a passenger traveling ATH LON NYC may be ticketed on a mileage-based fare for the first leg and routing-based fare for the second. US/CA domestic fares are always routing-based. Routing-based fares require more planning for making pricing decisions. However, when strategically used, they help to clarify intent, categorize travelers, and ultimately boost revenues. 6

9 Introduction to FareManager Routings The function of routing maps A routing map is like a miniature rule it is another way to add restrictions to a fare. A routing map is an online system that provides the following restrictions: It specifies routing restrictions based on a linear map or specified textual restrictions. It defines which carriers may be used for travel. It defines which transfer or stopover points are permitted. The function of routing restrictions A restriction is a subsystem within the routing map that handles exceptions or limitations to a routing. These exceptions are similar to those found in the rules system. Restrictions are composed of a series of categories, where each category handles a different type of restriction. 7

10 Introduction to FareManager Routings Accessing FareManager Routings Step 1. Open the ATPCO Web site at Step 2. Click the link. Step 3. Step 4. Sign in with your user ID and password. On the Customer Center Home Page, place your cursor over the FareManager link and choose FareManager (non SSL) or FareManager (SSL) link. Step 5. Enter your user ID and password. Click. Step 6. Click within the Data Collection and Data Distribution group box. Note: For further information about accessing FareManager applications, please see FareManager 100 documentation. You may also access routing map information in ATPCO s Routings system directly from Fares. Simply click the right side of the RTG or Chg. RTG fields on the following Fares screens: Query Criteria set Selection Results Criteria set Changed Fares Batches View Batch Details Edit Batch Details 8

11 Introduction to FareManager Routings Summary FareManager Routings makes the display and maintenance of routings easy and efficient for all users. Customers are now able to create, update, and cancel their routing maps and restrictions in lieu of sending an instruction to ATPCO. Customers may continue to instruct ATPCO analysts when changes are desired. The printing of routing tariff pages remains limited to ATPCO. Data owners must instruct ATPCO to update tariff pages when online changes are made. You may access Routings from the FareManager home page or from certain screens of the Fares system. The following modules will describe methods of how to view data and how to create or modify routing maps and restrictions. 9

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13 Inquiry Using FareManager to View Routing Restrictions and Maps

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15 Inquiry Mission After completing this module, participants will know how to list and view routing maps and restrictions, and how to interpret routing data. Why is this module important? Data owners and system users must know how to research routing information in order to check for accuracy and effectively manage the database. Learning objectives After completing this module, participants will be able to do the following: Display a list of routing numbers Interpret routing data View routing maps View routing restrictions View reference options Use the Find/Replace function 13

16 Inquiry How to display a list of routings Step 1. Enter the desired carrier and tariff on the Routings screen in the search parameter fields. Step 2. Click. Note: The search parameter may also be coded with only a tariff. In that case the resulting list will show all carriers and routings within that tariff. Getting in: Enter the desired carrier and tariff on the Routings screen. Figure 1 Getting In A list of applicable routings will appear. Figure 2 Routing screen 14

17 Inquiry Step 3. You may also indicate a specific routing number before clicking. Routing Selection Figure 3 Routing Selection The list will filter down to all segments for the specified number. Figure 4 Filtered Routing List 15

18 Inquiry How to interpret routing data Part A: List Screen field descriptions Figure 5 Routing List fields Field Lock Carrier Tariff Routing Map/Restriction Type Batch Status Effective Date Discontinue Date Direction DRV Description Padlock icon indicates a user is modifying a routing. Routings remain locked until update or until they are manually unlocked. The data owner. Routing tariff (Note: One routing tariff can be linked to multiple fares tariffs). Four-digit routing number. Indicates whether the routing includes a linear map, restriction, or both. Routings may be Regular, Source, Partial, or Option. Batch number that is currently manipulating or that last updated a routing. Indicates if a batch/routing is Incomplete Edited, Incomplete Unedited, Incomplete Updated, or has been made Public/Secured. Effective date of the last update. Will appear if the routing number has been canceled or if recently modified. If the effective date of the last modification was fewer than seven days in the past, the discontinue date of the previous version will appear. Indicates whether a map may be read in both directions: from left to right, or right to left. Domestic Route Validation Indicator. May be Blank (default), 1 (routing used as shown), or 2 (default to any online point). 16

19 Inquiry Field CP IP Description Common Point Indicator. May be Blank (default, add-ons and routings may be linked at any common entry/exit points), or 1 (restricts add-ons and routings to be linked only at common entry/exit points, published fares must begin/end at entry/exit points). Intermediate Point Indicator. May be Blank (default) or 1 (Allow entry/exit at intermediate points) UP Un-ticketed point Indicator, May be Blank (must validate only ticketed points) or 1 (validate ticketed and un-ticketed points on the fare component). Part B: Routing maps and symbols Figure 6 Routing Map Routing maps indicate that travel is permitted from all cities listed on the left to all cities listed on the right, via cities listed in the center. Each row begins and ends with a location in bold type, indicating allowable entry or exit points. Slash symbols placed between location or carrier codes mean or. For example, a line reading CLE/CHI/NYC means that travel may originate from Cleveland or Chicago or New York City. Dash symbols placed between location or carrier codes mean to or via. For example, a line reading CLE-LON-PAR-MOW means that travel from Cleveland to Moscow may be accomplished via London and Paris. Maps that are printed on paper and presented to governments also use special symbols to indicate changes. A pair of parentheses indicates that a new location or carrier has been added to a map. For example, a line reading CLE-LON-(PAR)-MOW means that Paris was added to the map at the last update. A pair of brackets surrounding an X indicates that a location or carrier was deleted from a map. For example, a line reading CLE-LON--{X}--MOW means that the location between London and Moscow was deleted at the last update. 17

20 Inquiry How to view routing maps and restrictions Step 1. At the List screen, click the desired routing number. Select a Routing Number from the Routing List screen Figure 7 Selecting a Routing Number OR Type the carrier, tariff, and routing number in the Search Parameters field and click. Type the carrier, tariff, and routing number in the Search Parameters field. Click Search. Figure 8 Searching a Routing number 18

21 Inquiry The map information screen will appear. If the routing number is associated with both a map and a restriction, the map will appear on the top of the screen and the restriction(s) will be at the bottom. Step 2. Drag the scroll bar on the far-right side of the screen to move down for a better view of the restrictions. Figure 9 Both Routing Map and Restriction If the routing number is associated with only a restriction, the Map Information screen will indicate No Map Data Found. Routing restriction Figure 10 Restriction Only 19

22 Inquiry Reference Option A reference option is indicated by a capital letter surrounded by a dotted box. The symbol refers to a connection of two portions of the map. The reference option is used when a portion of the map is too large to fit in the spaces provided. Note: A routing map consists of 116 columns left to right and 88 rows top to bottom. Reference Option Figure 11 Reference Option In Figure 11, the first reference option A appears on the far right side of the map. The second reference option A appears at the bottom of the map on the left side, as shown in Figure 12. By using the reference option, the carrier is able to continue the top portion of the map after the last vertical bar with cities listed below: Connecting reference option Figure 12 Reference Option 20

23 Inquiry Using the Find/Replace feature The Find/Replace tool is an easy way to locate cities or carriers in a map or restriction. When a user is modifying a routing, the tool also allows for quick substitutions of location or carrier codes with other location or carrier codes. Use the shortcut icon, as shown in Figure 13, to access the Find/Replace feature. Find/Replace Tool Figure 13 Find tool for Routings 21

24 Inquiry The Find/Replace Tool can also be accessed via the Edit window, as shown in Figure 14. Find/Replace Figure 14 Find/Replace Tool The Find/Replace window will appear. Figure 15 Find/Replace Window To find an occurrence of a location or carrier code within a map, type the code in the Find what field and click. This will move the cursor to the first occurrence of the find parameter and highlight that data. After reaching the first occurrence, users may continue by clicking Find Next. 22

25 Inquiry When modifying a routing, the Replace with field may be used to substitute the indicated code. The button will execute the substitution only once. The code. button will execute the substitution at every occurrence of the indicated If no occurrence of the find parameter is found, the system will present the message; FareManager has finished searching the routing. The search item was not found. Deletion of codes (without government presentation symbols) may be quickly accomplished by entering the dollar sign ($) in the Replace with field. Symbols may be added to maps using the Replace with function for any place a specified location or carrier appears. Note: The Find in field defaults to routing maps. You may also select the option of using the Find/Replace tool in routing restrictions or both maps and restrictions by clicking the desired radio button. For replacement of a location or carrier within parentheses (MIA), the information in the Find what field also has to be within parentheses ( ). There are no wild cards in either the find or replace functions. The system will find an exact match of the data placed in the Find what field. The symbol $ functions as a delete tool when entered in the Replace with field of the Find/Replace tool. 23

26 Inquiry Summary A list of routing numbers may be found by entering the desired carrier/tariff in the search parameter of the Routings screen and clicking. A routing number may be specified to filter the list down to that particular number only. View routing maps and restrictions by clicking the selected routing number on the List screen. The reference option is used to connect two parts of the map that would not otherwise fit together. The Find/Replace feature quickly locates location or airline codes. It can also quickly substitute one code for another. 24

27 Creating Routings in FareManager How to Create Routings Data

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29 Creating Routings in FareManager Mission After completing this module, participants will be able to create and draw new routing maps and resolve errors quickly and accurately. Why is this module important? Routing data is one of the essential components of fare data. Without correct routing data a fare will not be presented nor price properly in the markets for which it was designed. Learning objectives After completing this module participants will know how to use FareManager Routings to create new routing maps and resolve errors. Module contents Toolbars and function windows How to create a new routing map Drawing a routing map Completing the routing map Resolving errors 27

30 Creating Routings in FareManager Toolbars and function windows Routing Toolbar Figure 16 Routing Toolbar 28

31 Creating Routings in FareManager Routing Toolbar field descriptions Icon Name Description New Modify Save Update Allows new routings to be created, prompts you for routing information, and opens a blank Routing Editor window Puts selected routing into edit mode, locks routing Edits and saves data, allows edited and unedited information to be saved, and prompts you to assign a batch Checks for update errors and moves routing to the master file List Restrictions Refresh Print Copy Paste Unlock Delete Symbols Find/Replace Control Info Zoom In Zoom Out Help Displays a list of routings based on search criteria Displays Restrictions Editor for modifying, deleting, or adding new routing restrictions Refreshes screen to display most recent version of selected segment Displays a print option; prints maps and restrictions Creates a copy of selected elements Places cut and copied elements at the same position they held in the source Allows you to manually unlock routings Removes all symbols from a map Allows you to quickly find and/or substitute specified elements Allows you to change control information when creating a new map Magnifies view by one level Reduces magnification of view by one level Online help function 29

32 Creating Routings in FareManager Drawing Toolbar Drawing Toolbar Figure 17 Routings Drawing Toolbar Drawing Toolbar field descriptions Icon Name Description Sticky Mode Retains function of a selected drawing tool Carrier Option Location Option Connector Vertical Bar Reference Option Move Right Move Left Move Up Move Down Group Ungroup Allows addition or removal of carrier elements Allows addition or removal of location elements Connects map elements horizontally Connects map elements vertically, bridging multiple elements to multiple elements Allows connection between two parts of the map that would not otherwise fit together Shifts selected element or group of elements to the right Shifts selected element or group of elements to the left Shifts selected element or group of elements up Shifts selected element or group of elements down Selects multiple elements Deselects multiple elements that were previously selected with the Group function 30

33 Creating Routings in FareManager List Screen Toolbar Figure 18 Routings List Screen toolbar File Functions Search List Create New Edit restrictions Modify Save Update Print Allows you to display a routing after entering carrier, tariff, and routing number. Displays the List screen in a new window per entries in the search criteria. Allows you to create new routings. Prompts you for routing info and opens a blank Routing Editor window. Displays the Restrictions Editor where you can select a new restriction or modify an existing one. Puts the displayed routing in edit mode for update purposes and locks it. Saves the data by sending it through the edit process and allows you to save as edited or unedited in the database. Prompts you to assign a batch and begins the edit process. Checks for update error and moves the routing to the master file. Displays the print option and prints the map and restrictions. 31

34 Creating Routings in FareManager Edit functions Cut Copy Paste Delete element Select all Delete symbols Find/replace Group Ungroup Allows you to remove a highlighted element from the map, restriction, or control information from the screen. Allows you to create a copy of the highlighted element from the map. Places the cut or copied information in the desired location. Allows you to delete the highlighted element(s). Selects/highlights all the information contained in the map. Removes all symbols from the map. Opens the Find/Replace feature. Allows you to select multiple elements on a map. Allows you to deselect multiple elements on a map. Actions functions Delete segment Discontinue routing Date change Restore Allows you to delete incomplete routings. It must be incomplete unedited or incomplete edited to be deleted. Allows you to cancel public/secure routings. It prompts users to enter a discontinue date and cancel the record. Allows you to change the effective date of a routing. Allows you to delete public versions of a routing to go back to a routing on a certain date. Any routing with an effective date following the restore to date is deleted and the restored routing becomes the latest version. This function is only available on the List screen. Note: The Restore function is not allowed when selected tariff is a US Department of Justice (DOJ) tariff. Refresh Refreshes the screen to show the most recent version of the displayed segment. 32

35 Creating Routings in FareManager Change Control functions Change Status Allows you to change the routing status. It prompts you for new status using a combo box for the options Incomplete (PRV), Public (PUB), and Secured (SEC). Change Directionality Allows you to change the directional indicator on a routing. It prompts you for new directional indicator using a combo box for the options Bidirectional (B), Left to Right (L), Right to Left (R) Change DRV Change CP Change IP Change UP Allows you to change the domestic route validation indicator on a routing. It prompts you for a new DRV indicator using a combo box for the options Blank, Routing Used as Shown (1), Default to Any Online Point (2). DRV is valid only with international tariffs. Allows you to change the Common Point (CP) indicator on a routing. It prompts you for a new CP indicator using a combo box for the options: Add-on/routing linked at any common point (Blank) or Add-on/routing linked at common entry/exit points (1). Allows you to change the Intermediate Point (IP) indicator on a routing. It prompts you for a new IP indicator using a combo box for the options Must match the origin and destination of the fare component to the entry/exit points of the route path (Blank) or Allow entry/exit at intermediate points (1). Allows you to change the Un-ticketed Point (UP) indicator on a routing. It prompts you for a new UP indicator using a combo box for the options Must validate only ticketed points on the fare component against the route path (Blank) or Validate ticketed and un-ticketed points on the fare component against the route path (1). Note: DRV and CP indicators are valid for use only on international tariffs. Change Routing Type Allows you to change the routing type on a routing. It prompts you for new Routing Type using a combo box for the options Regular(R), Source (S), and Partial (P). Zoom Functions Zoom in Zoom out Window Function Allows you to increase magnification by one level. Allows you to decrease magnification by one level. Menu item that lists all the routings that you are working on. You may have up to three routings displayed in the applet window at one time. If you attempt to open a fourth window, the system will display a message notifying you to first close one Routing window before opening the next. 33

36 Creating Routings in FareManager How to create a new routing map Overview The following steps are the general procedure for creating a new routing map. These steps are explained in more detail in this module. Step 1. At the search parameter of the Routings screen, enter carrier, tariff, and routing number. Step 2. Click New icon. Step 3. Enter control information. Click. Steps for creating a new routing map Step 1. Enter the carrier, tariff, and routing number 1 at the search parameter of the Routings screen. Choose a number that is not already in use. The following example illustrates a new routing being created for KLM, using the routing tariff TARG. Enter required data Figure 19 Creating a new routings map 1 Routing 4444 is reserved for special processing in round-the-world and circle-trip tariffs. 34

37 Creating Routings in FareManager Step 2. Click New. Figure 20 Locating the Creating a New Routings Map icon Step 3. Enter control information. Click. Figure 21 Control Information screen for new routing 35

38 Creating Routings in FareManager The following options are available on the Control Information screen: Directional Indicator, Routing Type, Domestic Route Validation Indicator, Common Point Indicator, Change Intermediate Point Indicator, and Change Un-ticketed Point Indicator. Directional Indicator a) Map reads bidirectional (default) b) Map reads left-to-right c) Map reads right-to-left Figure 22 Control Information screen for new routings (Directional Indicator selections) Routing Type a) Regular (default) b) Source: Used as a foundational map for partials. c) Partial: Routing restrictions that are based on sources but with more restrictive elements. Figure 23 Control Information screen for new routing (Routing Types) 36

39 Creating Routings in FareManager Domestic Route Validation Indicator (international tariffs only) Figure 24 Control Information screen for new routing (Domestic Route Validation selections) a) Blank (default) If a domestic location is not found in the international routing, the system will check the domestic routing for the carrier in order to achieve auto-pricing. Where multiple domestic routings exist, the routing with the highest published one-way fare will be used. Example: International routing: SEA-CO-HOU-CO/UA-NYC-UA-LON Itinerary: SEA-CO-HOU-UA-CLE-UA-NYC-LON Cleveland is not part of the international routing. United s domestic routing will be checked to see if travel is permitted via Cleveland. b) Routing used as shown (1) Indicates that the international routing must be used as shown and the domestic routing should not be checked. c) Default to any online point (2) Indicates the routing between any two domestic points may default to any online point. Example: International routing: Itinerary: SEA-CO-HOU-CO/UA-NYC-UA-LON SEA-CO-HOU-UA-CLE-UA-NYC-LON Cleveland is automatically allowed as long as Continental or United is booked between Houston and New York City. 37

40 Creating Routings in FareManager Common Point Indicator (international tariffs only) a) Blank (default) Indicates that subscribers may link the add-on and specified routings at any common point. b) Add-on/Routing linked at common entry/exit points (1) Indicates that subscribers may only link add-on and specified routings at common entry/exit points. Figure 25 Control Information screen for new routing (Common Point Indication selections) Change Intermediate Point Indicator a) Blank (default) When the intermediate point indicator is set to Blank, this means that price processing must match the origin and destination of the fare component to the entry and exit points of the route path. Note: The default value for this element is Blank. b) Allow entry/exit at intermediate points (1) When the intermediate point indicator is set to 1, this means that price processing may match the origin and destination of the fare component to the entry and exit points or the intermediate points of the route path. Figure 26 Control Information screen for new routing (Change Intermediate Point Indicator selections) 38

41 Creating Routings in FareManager Change Un-ticketed Point Indicator a) Blank (default) When the un-ticketed point indicator is set to Blank, this means that price processing must validate only ticketed points on the fare component against the route path. Note: The default value for this element is Blank. b) Allow entry/exit at intermediate points (1) When the un-ticketed point indicator is set to 1, this means that price processing may validate ticketed and un-ticketed points on the fare component against the route path. Figure 27 Control Information screen for new routing (Change Un-ticketed Point Indicator selections) 39

42 Creating Routings in FareManager Drawing a simple routing map Overview Following is the general procedure for drawing a simple routing map using the icons on the drawing toolbar. These steps are also covered in more detail in this module. Step 1. Click Location Option. Step 2. Click the desired spot on the map for the new cities and open the Location Editor. Step 3. Enter the location codes. Click. Step 4. Repeat steps 1-3 until all cities are entered on the map. Step 5. Click Carrier Option. Step 6. Click the desired point on the map for the new carrier(s). Open the Carrier Editor. Step 7. Enter carrier code(s). Click. Step 8. Repeat steps 5-7 until all carrier codes have been entered. Step 9. Click Connector. Step 10. Draw horizontal lines to connect elements. 40

43 Creating Routings in FareManager Drawing Toolbar Figure 28 Routings Toolbar screen Drawing Toolbar field descriptions Icon Name Description Sticky Mode Retains function of a selected drawing tool Carrier Option Location Option Connector Vertical Bar Reference Option Move Right Move Left Move Up Move Down Group Ungroup Allows addition or removal of carrier elements Allows addition or removal of location elements Connects map elements horizontally Connects map elements vertically, bridging multiple elements to multiple elements Allows connection between two parts of the map that would otherwise not fit together Shifts selected element or group of elements to the right Shifts selected element or group of elements to the left Shifts selected element or group of elements up Shifts selected element or group of elements down Selects multiple elements Deselects multiple elements that were previously selected with the Group function 41

44 Creating Routings in FareManager Steps for drawing a simple routing map Step 1. Select the Location Option tool. City Option Tool Figure 29 Location Options tool on the Routings screen Step 2. Click the desired spot of the map for the new cities. Double-click the blue square to open the Location Editor. Double-click the blue square to open the City Editor Figure 30 Opening the Location Editor on the Routings screen 42

45 Creating Routings in FareManager Step 3. Enter location codes. In this example, New York City, Washington, and Boston are to appear on the left-hand side of the map. The option of First Location is entry/exit point has been selected. Users of the previous legacy Routing Map system will remember asterisk (*) symbols indicating the beginning and end of a routing line. Click Figure 31 Location Editor screen Click the values. button in the Location Editor to display valid location Figure 32 List of valid location codes This option allows the user to identify location codes or encode location names. You can also select the location or location code from the list of valid values, entering the location in the routing via the Location Editor by clicking the location or location code and clicking. 43

46 Creating Routings in FareManager Step 4. Note: Repeat steps 1 3 to add more location fields. First clicking on the Sticky Mode button will make it unnecessary to repeatedly select the Location Option tool. All three cities are entry/exit points. All three cities are entry/exit points. Figure 33 Entry and exit points on the Location Options tool Note: The last location field indicates that Berlin/Munich/Frankfurt are the last cities of the line. This was accomplished by choosing the Last location is entry/exit point option in the Location Editor as illustrated in Figure 34. Last City is entry/ exit point Figure 34 Location Editor screen 44

47 Creating Routings in FareManager Step 5. Select the Carrier Option tool. Carrier Option Figure 35 Carrier Option on the Routings screen Step 6. Click the map at the desired spot for the new carrier(s). Double-click the blue circle to open the Carrier Editor. Double-click the blue circle to open the Carrier Editor Figure 36 Carrier Editor on the Routings screen 45

48 Creating Routings in FareManager Step 7. Enter carrier code(s). Click. Figure 37 Carrier Editor screen Click the values: button in the Carrier Editor to display valid carrier Figure 38 List of valid carrier codes This option allows the user to identify carrier codes or encode carrier names. You can also select carrier or carrier code from the list of valid values, entering the carrier in the routing via the Carrier Editor by clicking the carrier or carrier code to select. Click. Note: If carrier YY is entered in the Carrier Option, then text must be also be entered in restriction Category 98. An example of category text is YY means any carrier. 46

49 Creating Routings in FareManager Step 8. Note: Repeat steps 5 7 to add more carrier codes. First clicking on the Sticky Mode button will make it unnecessary to repeatedly select the Carrier Option tool. Add more carrier codes Figure 39 Tool for adding more carrier codes Note: If a carrier code is not present between elements, travel must be on the carrier that owns the routing map. No code should be entered if travel may only be on the owning carrier. 47

50 Creating Routings in FareManager Step 9. Select the Connector tool. Dots appear on both sides of each element and the cursor appears as a crosshair. Connector Tool Figure 40 Connector option on the Routings screen Step 10. Draw horizontal lines to connect elements. Click a dot of one element. Then drag the crosshairs and click a dot of the next element. Note: First clicking the Sticky Mode button will make it unnecessary to repeatedly select the connector tool. 48

51 Creating Routings in FareManager Connecting elements on the Routing screen Figure 41 Connecting elements on the Routings screen 49

52 Creating Routings in FareManager Completing the creation of a routing map Overview for saving a routing map and updating the database The following steps are the general procedure for saving the new routing map and changing the status of the batch. These steps are also discussed in more detail in this module. Step 1. Click Save. Step 2. Complete the batch information. Click. Step 3. A FareManager Routings screen will appear. Click. Step 4. Click Update. Step 5. A FareManager Routings screen will appear. Click. Step 6. Click. Step 7. Step 8. Step 9. Select the appropriate routing segment. Open the Change Control window. Select the Change Status option Change the batch status to Public or Secure. Click Step 10. A FareManager Routings screen will appear. Click Step 11. Another FareManager Routings screen will appear. Click 50

53 Creating Routings in FareManager Steps for saving a routing map Step 1. Click Save. Figure 42 Saving routings information Step 2. Complete the batch information on the Assign Batch screen. Click. Figure 43 Assign Batch screen Note: Default dates are the next day for international tariffs and the same day for US/CA domestic tariffs. Comments are in free-form text and may be up to 51 characters in length. 51

54 Creating Routings in FareManager Step 3. A FareManager Routings screen will appear. Click. Figure 44 FareManager Routings screen Step 4. Click Update. Update Figure 45 Update icon on the Routings screen Step 5. FareManager Routings screen will appear. Click Figure 46 FareManager Routings screen 52

55 Creating Routings in FareManager Step 6. Click List. Figure 47 List button on the Routings screen Step 7. Select the appropriate routing segment, as shown in Figure 48. Note: The list shown in Figure 48 was filtered down to only one routing. Select a routing by clicking anywhere on the line except for the routing number Figure 48 Selecting a Routing 53

56 Creating Routings in FareManager Step 8. Open the Change Control window. Select the Change Status option. Change Status Option Figure 49 Changing Status on the Routings screen Step 9. Change the batch status to Public or Secure. Click The Secure option will limit the viewing of the data in the batch to only the data owner and ATPCO until the next subscriptions release. Note: US Department of Justice (DOJ) tariffs will always be secured. Public status will not be an option. Figure 50 Status Change for Routings screen Step 10. A FareManager Routings screen will appear. Click to save changes. Figure 51 Completing the update 54

57 Creating Routings in FareManager Step 11. Another FareManager Routings screen will appear. Click to save changes. Figure 52 Successful update message 55

58 Creating Routings in FareManager Resolving errors FareManager Routings will indicate that transactions have errors if the system detects invalid information or invalid drawing connectors. Edit errors must be corrected before routings may be successfully updated and released to subscribers. The edit error check occurs after you click. There are four critical errors: 1. Empty elements 2. Overlapping elements 3. Source saving without map 4. Partials saving without map Critical errors will prevent changes from being saved, meaning that no new version of a routing will be created. Errors must be corrected before another attempt to save is made. If an error other than a critical error occurs, changes may be saved as unedited and a new version of the routing will be created. In this case, if a routing is closed and later reopened, the changes will still be in place. Update is not possible until the errors are corrected. 56

59 Creating Routings in FareManager Example of a critical error A location element has been added, however no location codes were included. In Figure 53, a message indicates that one edit error has occurred. When you right-click the element in question (it will be highlighted in red), the system will open a menu describing the problem. The system indicated that one error is present. When you rightclick the element in question (it will be highlighted in red), the system will open a menu describing the problem. Figure 53 Error reporting on the Routings screen 57

60 Creating Routings in FareManager Summary This module described methods for creating new routing maps and resolving problems. Step 1. Click Location Option. Step 2. Click the desired spot on the map for the new cities and open the Location Editor. Step 3. Enter the location codes. Click. Step 4. Repeat steps 1-3 until all cities are entered on the map. Step 5. Click Carrier Option. Step 6. Click the desired point on the map for the new carrier(s). Open the Carrier Editor. Step 7. Enter carrier code(s). Click. Step 8. Repeat steps 5-7 until all carrier codes have been entered. Step 9. Click Connector. Step 10. Draw horizontal lines to connect elements. 58

61 Modifying Routing Maps How to Modify Routing Data

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63 Modifying Routing Maps Mission After completing this module, participants will be able to modify routing maps and create or modify routing restrictions. They will also be able to save the batch containing the revised routing information and update the database. Why is this module important? Routing data is one of the essential components of fare data. Without correct routing data a fare will not be presented in the markets for which it was designed. Modifying existing data is the easiest way of making changes to the database. Updating a routing batch and making changes in the database are the final steps in creating and modifying routing data. Learning objectives After completing this module, participants will know how to use FareManager Routings to complete the following: Modify routing maps Create new routing restrictions Modify routing restrictions Save batches and update them to the database Module contents Modifying a routing map Modifying and creating routing restrictions Saving data and updating the database Canceling routing maps 61

64 Modifying Routing Maps How to modify a routing map Overview The following steps are the general procedure for modifying a routing map. These steps are also covered in more detail in this module. Step 1. At the search parameter of the Routing screen, enter the carrier and tariff. Click Step 2. Click Modify.. Select the routing segment to be changed. Step 3. Add or delete location and/or carrier codes. Step 4. Click Save. Step 5. Complete the batch information. Click. Step 6. A FareManager Routings screen will appear. Click. Step 7. Click Update. Step 8. A FareManager Routings screen will appear. Click. Step 9. Close the Map Editor. Step 10. On the List screen, click Refresh. Step 11. Select the appropriate routing segment. Step 12. Open the Change Control window. Select the Change Status option. Step 13. Change the batch status to Public or Secure. Click. Step 14. A FareManager Routings screen will appear. Click. Step 15. Another FareManager Routings screen will appear. Click 62

65 Modifying Routing Maps Steps for modifying a routing map Step 1. Enter the carrier and tariff in the search parameter fields of the Routing screen. Click List. Select the routing segment to be changed. Note: A map may also be opened by entering carrier, tariff, and routing number and then clicking. Routings List screen Figure 54 Routings List screen 63

66 Modifying Routing Maps Step 2. Click Modify, as shown in Figure 55. Modify Figure 55 Modifying routings Step 3. Add or delete location and/or carrier codes by double-clicking the element and typing the data. Figure 56 Note: Descriptions of how to use the Location Option, Carrier Option, and Sticky Mode Option are described in the previous module, Creating Routings in FareManager. 64

67 Modifying Routing Maps Miami has been added to this routing map Figure 57 Adding routings on the Routings screen Step 4. Click Save. Save Figure 58 Saving data on the Routings screen 65

68 Modifying Routing Maps Step 5. Complete the batch information on the Assign Batch screen. Click. Figure 59 Batch Assignment screen Step 6. A FareManager Routings screen will appear. Click. Figure 60 Successful data change 66

69 Modifying Routing Maps Step 7. Click Update. Update Figure 61 Updating on the Routings screen Step 8. A FareManager Routings screen will appear. Click. Figure 62 Successful updating screen 67

70 Modifying Routing Maps Step 9. Close the routing map. Click X to close the routing map. Figure 63 Closing the Routings screen window Refresh Figure 64 Refreshing the Routings screen 68

71 Modifying Routing Maps Step 10. Select the appropriate routing segment by clicking anywhere on the line except for the routing number. Select a Routing Segment Figure 65 Selecting a routings segment Step 11. Open the Change Control menu. Select the Change Status option. Change Status Figure 66 Opening the Change Control menu 69

72 Modifying Routing Maps Step 12. Change the batch status to Public or Secure. Click. Figure 67 Status Change Step 13. A FareManager Routings screen will appear. Click. Figure 68 Completing the update Step 14. Another FareManager Routings screen will appear. Click Figure 69 Successful updating 70

73 Modifying Routing Maps Modifying and creating routing restrictions Overview The following steps are the general procedure for modifying and creating routing restrictions. These steps are also discussed in more detail in this module. Step 1. Step 2. Enter the carrier, tariff, and routing number at the search parameter fields of the Routings screen. Click New or open an existing routing by clicking Modify. Step 3. Click Restrictions. Step 4. Add or delete restrictions. Click. Step 5. Click Save. Step 6. Complete batch information. Click. Step 7. A FareManager Routings screen will appear. Click. Step 8. Click Update. Step 9. A FareManager Routings screen will appear. Click. Step 10. Close the Map Editor. Step 11. On the List screen, click Refresh. Step 12. Select the appropriate routing. Step 13. Open the Change Control window. Select the Change Status option. Step 14. Change the batch status to Public or Secure. Click. Step 15. A FareManager Routings screen will appear. Click. Step 16. Another FareManager Routings screen will appear. Click. 71

74 Modifying Routing Maps Steps for creating routing restrictions Step 1. Enter the carrier, tariff, and routing number at the search parameter fields of the Routing screen. If the routing already exists, click to open. If the routing is new, click New. The following example will show how to add a restriction to an existing map. Search function Figure 70 The Search function on the Routings screen 72

75 Modifying Routing Maps Step 2. If the routing is new, click New. If the routing already exists, click Modify, as shown in Figure 71. Modify Figure 71 Modifying Routings Step 3. Click Restrictions. Restrictions Figure 72 Restrictions 73

76 Modifying Routing Maps Step 4. Add or delete restrictions, then click. On the Restrictions display screen, you may select or remove restriction text. All categories will autoprice except for 98 (text), which must be instructed separately to CRS/GDS subscribers. Selected categories must be completed in their entirety. If all fields are not completed, the system will display an error message, All fields are required. You may select valid values from the drop-down menus, or may enter carrier and location data manually. It is also possible to right-click on carrier and location fields to display a choice of codes that may be selected. Each restriction that has multiple occurrences holds an addition symbol (+). Clicking the addition symbol allows you to view and update all occurrences of a restriction. Only one restriction may be expanded at a time. Clicking on the subtraction symbol (-) will close the expansion. Figure 73 Routing Restrictions Display 74

77 Modifying Routing Maps Step 5. Click Save Save Figure 74 Saving new routings restrictions Step 6. Complete the batch information. Click Figure 75 Assign Batch screen 75

78 Modifying Routing Maps Step 7. A FareManager Routings screen will appear. Click. Figure 76 Successful storage of new data Step 8. Click Update. Update Figure 77 Updating routings Step 9. A FareManager Routings screen will appear. Click. Figure 78 Successful updating 76

79 Modifying Routing Maps Step 10. Close the routing map. Click X to close the routing map. Figure 79 Closing the Routings screen Step 11. On the List screen, click Refresh. Refresh Figure 80 Refreshing the Routings screen 77

80 Modifying Routing Maps Step 12. Select the appropriate routing. Select a routing by clicking anywhere on the line except for the routing number. Figure 81 Selecting a routing Step 13. Open the Change Control window. Select the Change Status option. Change Status Figure 82 Changing Status on the Routings screen 78

81 Modifying Routing Maps Step 14. Change the batch status to Public or Secure. Click. Figure 83 Change Status screen Step 15. A FareManager Routings screen will appear. Click. Figure 84 Status Change Message screen Step 16. Another FareManager Routings screen will appear. Click. Figure 85 Confirmation of successful update 79

82 Modifying Routing Maps Adding a Reference Option You must be in Modify mode of a map in order to use the reference option. In this example, carrier 01 would like to add cities SPC/SVQ/VGO/ZAZ/XRY to the right of a vertical bar. However, there is not enough space available so the cities must be added to a portion of the map that contains sufficient space and connected to the vertical line with a Reference Option. Not enough space to add cities SPC/SVQ/VGO/ZA Z/XRY Figure 86 Adding a Reference Option in tight space Follow the steps described below to add a Reference Option. Step 1. Click the Reference option on the Drawing Toolbar. Reference option Figure 87 The Reference option 80

83 Modifying Routing Maps Step 2. Click on the map in the space you wish to add the cities. Two Reference option boxes will appear. The system will automatically assign the correct letter. Two reference boxes will appear. Figure 88 Reference boxes Step 3. Connect the first Reference option to the map using the horizontal connector on the Drawing Toolbar, as described earlier in this module. The second Reference option will be dragged to the portion of the map with space available for the new cities. Connect the first Reference option to the map. Figure 89 Connecting the first reference box 81

84 Modifying Routing Maps Step 4. Click and drag the second Reference option to anywhere on the map that contains sufficient space to add the new cities. Place second Reference option elsewhere in the map Figure 90 Placing the second Reference option Step 5. Add the location element and type the cities you wish to add. Be sure to select the correct First City/Last City option in the Location Editor box to avoid errors when saving the map. Add new cities and connect to Reference option Figure 91 Adding and connecting new cities After completing the Reference options, save and update the map, as described earlier in the module. 82

85 Modifying Routing Maps Canceling Routing Maps Overview The following steps are the general procedure for canceling a single routing map. These steps are also discussed in more detail in this module. Step 1. Select the existing routing map that you wish to cancel on the Routings List screen. Step 2. Click Modify. Step 3. Click Discontinue Routing on the Routings Toolbar or select Discontinue Routing from the Actions drop-down menu. Step 4. Type a discontinue date in the message window. Click. Step 5. A FareManager Routings screen will appear. Click. Step 6. Complete batch information. Click. Step 7. A FareManager Routings screen will appear. Click. Step 8. Another FareManager Routings screen will appear. Click. Step 9. Open the Change Control window. Select the Change Status option. Step 10. Change the batch status to Public or Secure. Click. Step 11. A FareManager Routings screen will appear. Click. Step 12. Another FareManager Routings screen will appear. Click. 83

86 Modifying Routing Maps Canceling a Routing Step 1. Select the existing routing map that you wish to cancel on the Routings List screen. Figure 92 Selecting the routing map to cancel Step 2. Click Modify, as shown in Figure 93. Modify Figure 93 Modify 84

87 Modifying Routing Maps Step 3. Click Discontinue Routing on the Routings Toolbar or select Discontinue Routing from the Actions drop-down menu. Discontinue Figure 94 Discontinue Step 4. Type a discontinue date in the message window. Click. Figure 95 Discontinue date Step 5. A FareManager Routings screen will appear. Click. Figure 96 Completing the action 85

88 Modifying Routing Maps Step 6. Complete batch information. Click. Figure 97 Batch information Step 7. A FareManager Routings screen will appear. Click. Figure 98 Completing the change Step 8. Another FareManager Routings screen will appear. Click. Figure 99 Confirmation screen 86

89 Modifying Routing Maps Step 9. Open the Change Control window. Select the Change Status option. Change Status Figure 100 Change Status Step 10. Change the batch status to Public or Secure. Click. Figure 101 Changing batch status Step 11. A FareManager Routings screen will appear. Click. Figure 102 Completing the update Step 12. Another FareManager Routings screen will appear. 87

90 Modifying Routing Maps Click. Figure 103 Confirmation screen The Discontinue Date column on the routing list will show the date at which the routing will be canceled. Figure 104 Updated routing list 88

91 Modifying Routing Maps Cancel Multiple Routings The following steps describe how to cancel multiple routings at one time. Step 1. On the Routings List screen, select Discontinue Multiple Routings from the Actions drop-down menu. Discontinue Multiple Routings Figure 105 Discontinue multiple routings A separate window will appear with the list of routings. Click the routing you wish to cancel. To select multiple routing numbers, press and hold the Control key and click the desired routings, as shown in Figure

92 Modifying Routing Maps Figure 106 Selecting routings Step 2. Click. Step 3. Type a discontinue date in the message window. Click. Figure 107 Discontinue date 90

93 Modifying Routing Maps Step 4. A FareManager Routings screen will appear. Click. Figure 108 Completing the action Step 5. Complete batch information. Click. Figure 109 Batch information A message appears in the Discontinue Multiple Routings window to confirm the cancellation of the selected routings, as shown in Figure 110. If a routing was locked, then it will not be canceled; the routing must be unlocked and the steps to cancel it must be repeated. 91

94 Modifying Routing Maps Figure 110 Confirmation screen Step 6. Click. The Discontinue Date column on the routing list will show the date at which the routing will be canceled. The status of the canceled routings will automatically be changed to Public or Secure. Figure 111 Routing list 92

95 Modifying Routing Maps Summary This module described methods for modifying routing maps and creating or modifying restrictions for those routing maps using FareManager Routings. Subjects included information on making the following changes: Modify routing maps Create new routing restrictions Modify routing restrictions Save batches and update them in the database Cancel routing maps 93

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97 Creating Routing Partials How to Create and Modify Routing Partials for US/CA Domestic Tariffs

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99 Creating Routing Partials Mission After completing this module, participants will be able to create and modify routing source maps and create or modify routing restrictions, known as partials, in the US/CA domestic tariffs. They will also be able to unlock a routing batch manually. Why is this module important? Routing partials enable a carrier to have many routing restrictions based on one routing map. Carriers use source maps and partials to organize their data in a more efficient fashion. If a source map is modified, then all the attached partials are automatically updated. Source maps and partials are generally used only in US/CA tariffs; however, there is no restriction in the system to prevent use in International tariffs. Unlocking batches manually is a part of this process. Learning objectives After completing this module, participants will know how to use FareManager Routings to complete the following: Create partials for US/CA domestic routings Manually unlock a routing Module contents Identifying original routings and changing them to source Creating and modifying new routing for partials Manually unlocking routing batches 97

100 Creating Routing Partials US/CA domestic tariff routing partials Partials are routing restrictions that are linked to an original (source) routing to add more specific provisions to fares. They allow a single source routing to be applied to different (multiple) fares with different restrictions. Changing original routings to source routings Overview The following steps are the general procedure for changing a regular routing to a source routing. These steps are also discussed in more detail in this module. Step 1. Select the routing to be used as a source and click Modify. Step 2. Open the Change Control window and select the option to Change Routing Type. Step 3. Select the Source option. Click. Step 4. A FareManager Routings screen will appear. Click. Step 5. Assign the batch information. Click. Step 6. A FareManager Routings screen will appear. Click. Step 7. Another FareManager Routings screen will appear. Click. Step 8. With the new source routing selected, choose the Change Status option from the Change Control menu. Step 9. A FareManager Routings screen will appear. Click. Step 10. A confirmation window will appear. Click. Step 11. A FareManager Routings screen will appear. Click. Step 12. Another FareManager Routings screen will appear. Click. 98

101 Creating Routing Partials Changing the routing type to source Step 1. Select the routing and click Modify. In the following example, Routing 0062 will be changed from regular to source. Modify Figure 112 Modifying a routing Step 2. Open the Change Control window and select the option Change Routing Type. Change Routing Type Figure 113 Changing the Routing Type 99

102 Creating Routing Partials Step 3. Select the Source option. Click. Figure 114 Change Routing Type screen Step 4. A FareManager Routings screen will appear. Click Figure 115 Saving Control Information Changes screen Step 5. Assign the batch information. Click. Figure 116 Assign Batch screen 100

103 Creating Routing Partials Step 6. A FareManager Routings screen will appear. Click Figure 117 Notification of successful routing change Step 7. Another FareManager Routings screen will appear. Click Figure 118 Routing and tariff confirmation Step 8. With the new source routing selected, choose the Change Status option from the Change Control menu. Figure 119 Change Status selection 101

104 Creating Routing Partials Step 9. A FareManager Routings screen will appear. Click Figure 120 Past date notification Step 10. A confirmation window will appear. Click Figure 121 Change Status notification Step 11. A FareManager Routings screen will appear. Click Figure 122 Confirm Status Change request Step 12. Another FareManager Routings screen will appear. Click Figure 123 Routing and tariff confirmation 102

105 Creating Routing Partials Creating new routing for partials Overview The following steps are the general procedure for creating new a routing for partials. These steps are also discussed in more detail in this module. Step 1. Create the routing to be used as a partial by clicking New. Step 2. Select routing type partial and enter the source routing number. Click Step 3. Click Restrictions.. Step 4. Enter the desired routing restriction categories. Click. Step 5. Click Save. Steps Assign the batch information and update batch. 103

106 Creating Routing Partials Steps for creating new routing for partials Step 1. Create the routing to be used as a partial by clicking New. In the following example, Routing 0200 will be created. New Figure 124 Creating a partial routing Step 2. Select partial from the drop-down menu in the Routing Type field and enter the source routing number. Click. Figure 125 Control Information screen 104

107 Creating Routing Partials Step 3. The map information and restrictions windows will appear. Click Restrictions. Restrictions Figure 126 Creating restrictions Step 4. Always type a reference to the source in Category 98, as shown in Figure 127. Enter any other desired categories. Click Figure 127 Creating restrictions 105

108 Creating Routing Partials Step 5. Click Save. Save Figure 128 Saving routing restrictions The steps for assigning batch information, updating, and changing the control information for the partial are the same as if it is a regular routing map. Follow the steps provided as described in earlier modules. How to manually unlock a routing When a user switches a routing from the read-only mode to the edit/modify mode, the routing becomes locked. A routing may also become locked when a system process is executing or when there is a system error. You must know how to unlock their own routings after modifications are complete. Sometimes it is necessary to unlock another user s routing, though you should always check with that user before doing so. 106

109 Creating Routing Partials Only the action of updating to the database will automatically unlock a routing. All other locks must be manually changed. Locked routings will display a padlock icon in the List screen (shown below) and in the Map Editor. Locked Routing Figure 129 Manually unlocking a routing Clicking Unlock to release the routing. Warning! The initial user will not receive any message stating that the routing has been unlocked by another user. Figure 130 Routings unlock confirmation A warning message will appear if the routing is locked by another user. Unlocking the routing of another user will cause that user to lose any unsaved changes. The initial user will not receive any message stating that the routing has been unlocked. No warning message will appear when a user unlocks a routing that he or she has locked and completed. Routings that are locked because of save or update processing cannot be unlocked. If a user attempts to unlock it, a message will appear instructing the user to try again later. 107

110 Creating Routing Partials Summary Source maps and partials are an important feature to help carriers organize their data. By using sources and partials carriers can build many restrictions that are based off of one routing map. This module describes the steps to do the following: Change a regular map to a source map Create a new partial The steps to manually unlock a routing and the dangers involved are also discussed. 108

111 The Copy/Paste Function How to Copy and Paste Routing Information

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113 The Copy/Paste Function Mission After completing this module, participants will be able to accurately use the Copy/Paste function in the Routing section to create or modify fares. Why is this module important? Copying and pasting routing information saves analysts time and increases accuracy. 111

114 The Copy/Paste Function The Copy/Paste function The Copy/Paste function may be used to cut or copy data in one routing map and paste it in the same or another routing map. Remote you may only copy you r own routings. ATPCO analysts may copy, on behalf of remote users, from any carrier s public data. Overview The following steps are the general procedure for using the Copy/Paste function. These steps are also discussed in more detail in this module. Step 1. Open the routing map that contains the data to be copied. Step 2. Click Modify. Step 3. Step 4. Step 5. Select the element(s) to be copied. Click Copy or Select the Copy or Cut function from the Edit menu. Open the desired routing or create a new routing to paste the copied data. Step 6. Click Modify. Step 7. Click Paste. Step 8. Modify as desired. Update the routing as previously described in the Modifying Routing Maps module. 112

115 The Copy/Paste Function Steps for using the Copy/Paste function Step 1. Open the routing map that contains the data to be copied. In the following example, data from Routing 063 will be copied. Click the selected routing number Figure 131 Selecting a routing number Step 2. Click Modify. Modify Figure 132 Choosing to modify a routing number 113