Catering Receipt Procedure in PFM

Catering Receipt Procedure

• When a catering receipt is received (e.g., for Union Pacific), it should be forwarded to the DOM (Drew).
• After forwarding, the receipt needs to be added under the appropriate leg in the PFM (presumably, the system being used).

Handling Receipts for Canceled Trips

• For receipts associated with canceled trips:
  • Since the canceled trip is removed from PFM, the receipt cannot be directly attached to it.
  • Instead, the receipt should be inserted under a different trip – in this case, the trip they had the previous day.

Steps to Insert Catering Charge in PFM

1. Select the Leg: Click once on the relevant leg in PFM.
2. Open Record Keeping: Right-click and select "open record keeping".
3. Navigate to Miscellaneous: Go to the "miscellaneous" section.
4. Select Catering Charge: Choose "catering charge".
5. Enter the Total Amount: Input the total amount from the receipt. For example, $81.07$. The presenter mentions $81.07 6$ but clarifies it to $81.07$.
6. Save: Save to stop the blinking (presumably, a visual cue in the system).
7. Add Comments: In the comments section, provide relevant details, especially if the charge relates to a canceled trip.

Comment Example

• A suitable comment might include:

  • "Catering charge for June 6 canceled trip"
  • "ACA Omaha catering receipt"
  • Trip Number
  • Date of the canceled trip (e.g., June 6)
  • Brief notes about the catering charge

Additional Notes

• The presenter mentions an issue with PFM altering input, but this is a minor UI issue.
• The overall process involves forwarding the receipt to the DOM and meticulously recording the charge under the correct PFM leg, with clear notes for auditing, especially for canceled trips.