Lesson 7: Create a Memo - Carrier Only 
The create memo process allows you to manually key an individual memo into ARC Memo Manager. To manually key an individual memo:

At the ARC Memo Manager Home Page screen,
  1. Click the Memos tab.
  2. Once selected the ARC Memo Manager Search screen displays.
  3. Click the Create link located in the sub menu (upper left-hand corner of the screen).
  4. Once selected, the Create screens display.
  5. In the Memo Details section of the screen,
  6. Type a 10-digit form serial number in the Form Serial Number textbox and include a check digit. (Use the industry standard mod 7 routine to create the check digit or use the following defaults: debit memo - 7, credit memo - 8, recall commission - 9).
  7. Type an ARC# in the Agency# textbox.
  8. Click the Memo Type drop down box and select a memo type.
  9. Type a dollar value of the memo in the Original Amount textbox.
  10. Type the memo issue date in the Issued textbox.
  11. Type the passenger name in the Passenger textbox to associate a passenger name at the memo level.
  12. To send the memo to TRS, select the TRS checkbox. Note: You must subscribe to TRS and the memo must meet one of the TRS reason criteria (see TRS reason drop down box).
  13. In the Financial Details section of the screen,
  14. Type the dollar value of the fare in the Fare textbox (if applicable).
  15. Type the dollar value of the tax in the Tax textbox (if applicable). If you need to capture more than one tax for a memo click Tax Detail for instructions.
  16. Type the dollar value of any commission(s) in the Commission textbox (if applicable).
  17. Type the dollar value of any service charges in the Service Charge textbox (if applicable).
  18. Type the dollar value of any penalty in the Penalty textbox (if applicable).
  19. Type the dollar value of any other fees in the Other Fees textbox (if applicable).
  20. Upon saving, ARC Memo Manager automatically totals the computation amount in the Total textbox, calculates the difference between the rows and displays the amounts in the Difference textboxes.
  21. Go to the Memo Reasons section of the screen. For instructions on completing this portion of the create memo process click Memo Reasons.
  22. Go to the Carrier/Supplier Contact Information portion of the screen. For instructions on completing this portion of the create memo process click Carrier/Supplier Information.
  23. Go to the Related Documents Tickets section of the screen. For instructions on completing this portion of the create memo process click Related Documents/Tickets.
  24. Click the Save button.
  25. Once selected, the Create Memo screen displays and the new memo is loaded to ARC Memo Manager with a status of Open: New.
NOTE: Once a new memo has been created and saved by the carrier, the only changes that the carrier can make at that point is to adjust the balance of the memo. The original amount can not be changed once the memo has been saved. 		 
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