CCIS: Manage Trip


Updated	Wed Jul 30, 2003
Trip Name
Client	Back to Client \|\| E-Mail
Trip Class / Division	CCIS DST
Destination	OR
Number of	PAX Youth Adults Escorts DOF
Comps	Single Dbl Trip Quad Quint Sext
Start	Date:	Time:
End	Date:	Time:
Contract	Due Received
Deposit	Due Received
Partial Deposit
First Payment	Due Received
Final PAX	Due Received
Final Room List	Due Received
Hotel Info Form	Due Received
Balance	Due Received
Contract Status	Under Contract Canceled
Trip Notes ( Print Note ) ( E-Mail Corporate )	10/29/01: > Rec'd application amd $75 Fee, check #4361. > FOE 2002 - CHICAGO > 3D / 2N All-Inclusive - [Thursday - Saturday, Thursday & Friday at Hotel] > 33 (30 + 3) > Mixed Choir Performance Area (Jazz Choir "Elktonians") > BJS completed Contract Packet, including Application Fee INV #3008, $75 - PIF, check #4361. Also included Deposit INV #3009, $1,000 - due with K on 11/29/01 and First Payment INV #3010, $4,367.55 due 2/1/02. > HMS, please complete CFS. > HMS / MWL, please process notebook per FOE SOP and mail this afternoon, USPS 2-day mail. As this group is doing all-inclusive package, please include Chicago Show Selection Sheet information. Thanks! __X__ HMS __X__ __X__ MWL __X__ 11/2/01: > Kathy LVM - thinking we are doing her transoportation. She will be out most of the day on Friday, please call Monday. 11/5/01: > BJS returned call to Kathy - LM in Choir Office. 11/5/01: > Kathy called. She now understands that she will need to do her own transportation. She will even get her own quotes, etc. She was hoping she could dot he entire trip for $295 per person. That is the price of OUR package alone! 12/6/01: > Rec'd signed Contract, Deposit Check #32112 ($1,000 - made payable to FOE!), Show Selection Form, General Information Form, & Charter Co. Info Form. > BJS marked file accordingly & entered in system. > MWL, as this is now UNDER CONTRACT, please review and confirm as needed. Thanks! __X__ MWL __X__ 2/20/02: > Kathy called to see what we needed to date - BJS told her we were only behind on the First Payment. She had requested that check from her Boosters a while back. We should have had it by now - she will see why the hold up. Otherwise, all is in order. 3/4/02: > Rec'd check #32604, $4,367.55 - INV #3010, PIF. 3/5/02: > Rec'd Room List via fax. > MWL called Cathy and LVM that we also need her FPGF and HIF. > Total Pax = 32 (29 + 3) > Rms / Pax 0 Qt/ 00 6 Q / 24 1 T / 03 2 D / 04 1 S / 01 TOTALS = 10 ROOMS and 32 PAX (29 + 3) > BJS updated Bible accordingly. > MWL, as these numbers are now GUARANTEED (by virtue of Room List), please proceed as needed. Thanks! ____ MWL ____ 3/8/02: > Rec'd FPGF and HIF. These numbers match what she sent on Room List - 3/5/02. 3/14/02: > BJS faxed and mailed Final INV #3136, $4,911.45 due 3/18/02. 3/25/02: > Kathy called, added student, Brian Zapf to an existing Tripe making it a quad. > BJS revised Bible & IOG accordingly. > Total Pax = 33 (30 + 3) > Rms / Pax 0 Qt/ 00 7 Q / 28 0 T / 00 2 D / 04 1 S / 01 TOTALS = 10 ROOMS and 33 PAX (30 + 3) > MWL, as the GUARANTEED numbers are now REVISED, please proceed as needed. Thanks! ____ MWL ____ 3/27/02: > BJS faxed and mailed INV #3145, $233 due 4/5/02. This is for the difference when the late add was added to a triple making it a quad, etc. > Also sent Statement showing total due on account as $5,144.45. 3/28/02: > BJS completed IOG. > MWL, please review and confirm all. BJS will fax to Client once you advise that all is secured. Thanks! ____ MWL ____ 4/3/02: > BJS emailed and faxed IOG to Client. 4/10/02: > rec'd PCCF from Client > REVISED Total Pax = 31 (28 + 3) > BJS updated Room List accordingly. > REVISED Rms / Pax 0 Qt/ 00 5 Q / 20 2 T / 06 2 D / 04 1 S / 01 REVISED TOTALS = 10 ROOMS and 31 PAX (28 + 3) > BJS revised Bible and IOG accordingly. > MWL, as the GUARANTEED numbers are now REVISED AGAIN, please proceed as needed. Thanks! ____ MWL ____ 4/10/02: > BJS also reminded Cathy that we had to have her Set-up Form, Repertoire Selection Sheet and T-shirt Form today. > BJS faxed and mailed Revised INV #3136, $4,861.45. Also sent Statement shopwing balance due on account as 5,094.45. 4/11/02: > Rec'd Rep Sheet, T-shirt order & Set-up Form. 4/15/02: > Rec'd check #32861, $4,911.45. Balance due on account = $183.00. > BJS faxed and mailed Statement. 4/25/02 AMH spoke with Kathy. She will overnight mail the payment. We should receive it tomorrow. 4/25/02: > Kathy sent copy of personal check via fax for $183. BJS went ahead and shipped packet FEDEX SON. > BJS emailed Kathy re: shipment and explained that no further refund was due as the Revised Final invoice on 4/10 took care of the 2 canceled participants. 4/29/02 > Recv'd Receipt Form from Kathy today. > All set. 5/28/02: > Kathy called and questioned her refund - Where was it . . . > BSJ reviewed numbers, she was given a revised INV on 4/10 when she dropped the 2 students so no furhter refund is due . . . > BJS called an LVM stating same - told her to call if she had any questions . . .
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

Festivals of Excellence
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Festival [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rates	Youth Adult Registration Fee Quantity
Festival Application	To Client From Client To Festival From Festival
Item Notes ( Print Note )

Hilton Suites
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Hotel [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rate / Tax	Group Rate Tax percent
Nights / Time	Nights Checkout Time
Rooms	Total # of Rooms:
Room List	Due Sent
Item Notes ( Print Note )

Hilton Suites
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Hotel [+] More
	Under Contract Active (uncheck to make inactive)

Field Museum of Natural History
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

The Berghoff Resturant
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

Water Tower Place
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Hard Rock Caf�/Chicago
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

Blue Man Group
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Shedd Aquarium
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Six Flags Great America
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Menu	Type Cost Per Person
Menu PTP	Dinner at Chicago's historic Berghoff Restaurant featuring your pre-selected choice of entr�e to include Roast Tom Turkey with dressing, gravy and Mashed Potatoes, German Pot Roast with Gravy and Mashed Potatoes, Penne Pasta with Plum Tomatoes, Basil & Garlic, Chicken Schnitzel with Mashed Potatoes or Sauerbraten (Roast Beef) with gravy and Mashed Potatoes; all served with a Dinner Salad, Creamed Spinach, along with Apple Strudel and Soft Drinks.
Item Notes ( Print Note )	4/2/02 > MWL called and spoke to Catherine about soe reservations. > She could not book any dinners at all, so we had to make this restaurant a lunch instead. > MWL made reservations as follows: 33 people 5/3/02 @ 11AM > Catherine will be faxing confirmation as soon as she can. > Recv'd confirmation via fax. > She will call to confirm futher details later. > All set for now. 4/30/02 > Faxed CC# Authorization for PIF today. > Crystal called and LM w/ Alice that she recv'd the fax--yay! > Done and all set.

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rates	Youth $ Adult $ Senior $ Group $
Item Notes ( Print Note )	3/28/02 > Now that we have IOG's in place for this group, MWL made reservation w/ Kathe as follows: 33 people 5/3/02 @ 7pm > Kathe will be faxing K this afternoon. > Recv'd K via fax. > Final pymnt due: 4/12/02. 4/2/02 > B/c of some scheduling issues, we had to re-schedule this showtime to the 10pm show. > Per Richard (Kathe is out of the office today), it is no problem. > They will be in the seats on the floor, rather than the balcony which increases their pricing to $49 pp. > Per BJs & MWL discussion, no problem. > MWL made change with Richard, but as this is a Kathe Client, she will have to make paperwork changes and send out tomorrow upon her return. > No problem--as long as change is made, we are OK. 4/2/02: > After further scrutiny of the IOG - BJS realized that the 7PM show would actually work fine! > BJS called Richard, as Kathe was out today, and tried to switch the tickets back to 7pm. > He can make the switch and we are all set. Keep the original booking agreement (Balcony Seats $43 ea.) 4/12/02 > MWL faxed CC# Authorization to Richard/Kathe this afternoon. > All is set and good to go. > Confirmation #: 8-43426