Professional Documents
Culture Documents
At the core of the Opera Enterprise Solution is the Opera Property Management System (PMS).
Designed to meet the varied requirements of any size property or property chain, Opera PMS will
provide the tools to help you run your operation at a greater level of productivity and
profitability than ever before. The application is configurable to your specific requirements
making it easy to use and enabling you to obtain fast, accurate, up- to-the-minute information.
Operas Multi-Property functionality can help you dramatically reduce your hardware, software
and labor expenses by running multiple properties off of a single database. Its design allows you
to use a centralized database for multiple PMS installations. Centralized software and hardware
make system support and upgrades easier by containing them to one central location. Properties
may also realize labor efficiencies by sharing functions between properties including
Reservations, Accounting, Sales and PBX.
Our Reservations capability lets you instantly find the right room on site or across the world
Here you can see the remarkable capability of Opera PMS in giving you total control over future
bookings. In seconds you can search for rooms across the largest multi property systems. You
get real time availability to ensure full occupancy during peak periods. You have immediate
access to any level of availability information for a particular day.
Planning for Groups and Blocks has never been easier, faster or more profitable
Opera PMS gives you a full array of tools for inventory management, group rooms control and
contract administration, reducing the administrative overhead associated with groups and
blocks. The application is integrated with the Opera Sales and Catering System which eliminates
the need for messy third party interfaces and provides a set of common information to share
between sales and the front office.
Fast, total communications through Messages, Traces and Locators
Opera PMS provides a new level of communications through your entire operation. Telephone
operators and front desk clerks can quickly locate guests at their own or at other properties.
Guest satisfaction increases with timely and accurate messaging and locator services. The
system also reduces staff overhead when handling batch messages and provides staff in all
departments with the information they need to efficiently meet guest needs.
Rate Management Tools provide greater control over rate inventory and availability
Powerful rate management tools allow you to increase revenues by fine tuning rate inventory
levels and availability. You can also increase your average room rates through systematic control
of rate schedules. The powerful rate management functionality will execute the yield strategies
that you and your staff create without constant manual intervention.
Powerful Package Handling
Extensive package handling functionality allows you to create flexible, detailed packages to meet
the very particular needs of your property operation. Posting patterns may be unique to each
item within a complex package. This eliminates the need for tedious accounting intervention.
Packages can be created in advance with any individual or group rate or can be created on the
fly by your reservation or sales agent to meet the guests specific requirements at the time of
booking.
View Room Availability for any day at a glance
Opera PMS and its multiple quick view functions, give you accurate, up-to-the-minute availability
information for planning and marketing. You have immediate access to any level of detail for a
particular dayfor example, number of guests arriving, departing, and staying over. Information
is compiled on all facets of property operations to maximize revenues and enhance operating
efficiency.
Rooms Management gives you an instant, total picture of room status
PMS Rooms Management function ensures up-to-the-minute room status information including
clean, dirty, inspected, pick up, out of order, and out of service. It helps you maximize
occupancy and room revenue with minimum availability conflicts. You get house status and
guest data to make efficient housekeeping assignments. Extensive Rooms Management task
assignment functionality allows you to create unlimited task assignments for room attendants
and supervisors for daily cleaning, special projects, turn down service and much, much more.
Accounts Receivable gives you a clear financial picture of your entire operation
The Accounts Receivable Module clearly demonstrates the superiority of Opera PMS. By
integrating accounting functions with property management you get a truer picture and better
control over every aspect of your operation. Accounts Receivable gives you complete information
that lets you analyze the profitability of accounts. You get full multi- currency and multi
language support features along with cross property posting and reporting for seamless worldwide operations.
Reporting
Opera PMS Reports functions are provided by the powerful Oracle Report Writer. Most key
management reports are included within Opera PMS, but we know that every property and
property chain will require their own special reports to support their needs. Opera and the
Oracle Report Writer give you and your staff the ability to design new reports to fit your
operations specific needs.
Gain complete and accurate guest information through Profiles
Profiles capture demographic, statistical, and historical data for individual guests, companies,
travel agencies, groups and more. This data can be utilized to support your propertys customer
relationship management (CRM) program, fine tune marketing strategies, and analyze revenue
sources.
Front Desk makes check-in remarkably fast and easy
Your front desk is the focal point of your entire operation. Its where you make your first and last
impression. It often makes the difference between never agains and long term relationships.
Opera PMS' front desk module is designed with powerful features that dramatically cut check-in
time and provide a higher satisfaction level for both your guests and your staff. Front desk
features include:
Automatic Room Blocking
One Key Stroke Check-In
Rapid Walk-In Check-In
OperaPalm Integration for Remote Check-In
Simple Cashiering capability yields greater profits with fewer charge disputes
Opera PMS' Cashiering module accommodates all major posting activities efficiently and
securely, including transfers and split postings with detailed posting history. It's easy to
understand messages guide you through all transactions to speed postings and reduce errors.
Moreover, these functions simplify all major cashiering activities with no sacrifice in security.
Perform Night Audits with no system downtime
Now you can perform the Night Audit function with no interruption to your operation. In fact, the
complete night audit, including an on-line backup, can be totally transparent to your staff. In
addition, you do not have to schedule your Income Audit to coincide with your end of dayyou
can perform your income audit at any time, and adjust the revenues for a given day even after
the night audit is performed. Of course, once you have performed your income audit for a
given day the revenues are locked in, ensuring that your reporting remains accurate.
Commission Processing gives you accurate, rapid disbursement
Traditionally, commissions are calculated after the guest leaves the property and are usually
based on the room rate paid during the stay. This can often result in inaccurate, disputed
payments. Opera PMS, on the other hand, is driven by commission codes and business rules that
give you an instant, accurate picture of commissions.
Seamless International Communications
Today, your industry is truly a global business. You need a powerful application that brilliantly
and seamlessly accommodates differences in language, currency, and government regulations.
That application is Opera PMS. No matter where your properties are located, no matter where
your guests call home, Opera PMS can speak in the language, transact in the currency, and
calculate the tax requirements you need.
Hot Keys, Shortcuts and Graphical Aids make Opera PMS extraordinarily responsive and
enjoyable to use
No complicated keystrokes or formulas to remember. No multi-screen puzzles to navigate. At
every stage, the Opera PMS graphical presentations, hot keys, and shortcuts are easy-to-use
features built into the system to dramatically simplify operation and improve productivity.
Graphics help to summarize vast amounts of data in easily comprehended formats.
PMS Configuration
Topics for Opera PMS Configuration include the following groups:
Reservations
Configuration
Topics
Profiles
Configuration
Topics
Rate
Management
Configuration
Topics
Cashiering
Configuration
Topics
Accounts
Receivable
Configuration
Topics
Commission
Processing
Configuration
Topics
External
Configuration
Topics
Setup
Configuration
Topics
Property
Configuration
Topics
Ownership
Configuration
Topics - OVOS
Comp
Accounting
Configuration
Topics
Version
About
Reservations
Configuration
Reservation
Codes
Configuration
Topics
Sales
Allowance
Room
Classifications
Configuration
Topics
Reservation
Access Control
Business Blocks
Configuration
Topics
Design Floor
Plan
Catering
Configuration
Topics
Item Inventory
Management
Topics
Closing Script
Scheduled
Activities
Configuration
Topics
Mobile Audio
Key Rules
Sell Messages
reservation codes to enable you to spend your valuable time using Opera and becoming more
familiar with its many features.
Reservation configurable options include:
Reservation Codes - Define and set up codes used specifically when making reservations (out of
order reasons, assignment reasons, housekeeping sections/attendants/tasks, reservation types,
deposit/cancellation rules, rule schedules, move/discount/cancellation reasons, origin/status
codes, waitlist priorities/codes, alerts, and guest status/type/entry point).
Room Classes - Room Class functionality is available when the Application
Settings>General>Room Class function is set to Y. A room class is used to group or place a
hierarchy of different room types available in your property.
Room Types - Identify each type of room available in your property. In Opera, availability is
calculated and displayed by room type, so you should only define those room types that you
consider being vital for tracking availability. Function Space and Global Room Types are also
configurable options for properties.
Rooms - Define characteristics for each room number/function space in the property in order for
it to be used by Opera. Before you can define rooms, you must have already defined room
types, room classes and preferably room features.
Business Blocks - Define booking types, reservation methods, block cancellation/lost/refused
reasons, destination codes, and contract billing instructions.
Floor Plans - Designing a floor plan that is specific to your property. You can define each floor or
wing of your property separately and either draw a graphic floor plan (showing floor layout) or
simply create a rooms list.
Function Space Classifications. Function spaces are typically spaces such as conference
rooms, meeting rooms, ballrooms, swimming pools, outside areas, and so on. These spaces can
be booked for events. Configuring function spaces is handled by these options:
Function Space Types - Define general types, or categories, of function spaces
(e.g., restaurant, bar, foyer, meeting room, etc.).
Function Space Locations - Identify the property locations that will be used to
describe the physical placement of function spaces.
Function Setup Styles - Define the setup designs for function spaces (e.g.,
banquet, cocktail, theater, classroom, etc.).
Function Spaces - Configure the specific rooms or "combo rooms" that comprise
function spaces.
Item Inventory. Available when the Reservations>Item Inventory application function is set
to Y. Item Inventory functionality provides features for tracking stocks of items (such as
rollaway beds, cribs, recreational equipment, etc.) and managing assignment of those items to
guest reservations.
Sell Messages - Create sell messages to help your reservation agents secure a booking during a
customer query.
Closing Script - Use the Closing Script Editor to create unique closing scripts that are used to
confirm customer hotel-booking details for a property.
Reservation
Codes
Out of
Order/Service
Reasons
Room Condition
Codes
Room
Maintenance
Housekeeping
Sections
Housekeeping
Attendants
Housekeeping
Tasks
Reservation
Types
Reservation Auto
Attach
Deposit Rule
Configuration and
Cancellation Rule
Configuration
Rule Schedule
Noshow Posting
Rules
Reservation Color
Codes
Move Reasons
Discount Reasons
Cancellation
Reasons
Origin Codes
Trace Texts
Configuration
Waitlist Priorities
Waitlist Codes
Alert Definitions
Topics
Custom
Reservation
Codes
Configuration
Topics
Facilities
Management
Configuration
Topics
Reservation Codes
Select Configuration>Reservations>Codes to configure the definition and setup of codes
used or visible specifically when making reservations.
Out of Order Reasons - Opera provides two options for identifying a room that
is unable to be sold because of damage or pending maintenance: OOO (Out of Order)
or OOS (Out of Service). The difference between the two options is whether or not the
total number of rooms is included in the propertys availability, thereby affecting the
occupancy percentage.
Room Conditions - When the Rooms Management>Room Conditions
application function is set to Y, you may configure the condition codes to be assigned
to rooms designated for show (rooms that are set aside for special housekeeping
attention) or rooms that are to be treated differently for any other reason. Rooms that
have a condition code assigned to them may or may not be available for assignment to
guests, depending on how you configure the condition code.
Room Maintenance - Use Room Maintenance to record, view, track the status
of and resolve multiple room maintenance requests. The work requests can be entered
for any of the configured guest rooms by using the Rooms
Management>Maintenance option in the Opera operations module.
Housekeeping Sections - Housekeeping section codes can be configured to
divide the property into physical housekeeping areas to simplify the process of
assigning rooms to attendants for daily cleaning. Opera allows for both day and evening
sections (day section is for regular room cleaning and evening is for turndown service)
to be linked to each room.
Housekeeping Attendants - Opera stores housekeeping attendant information,
daily assignments, and tracks credits or number of rooms cleaned by each attendant.
Assign housekeeping attendants to a section or a floor number. Housekeeping
attendants can be identified by name or by an attendant number and listed with an
active or inactive status.
Housekeeping Tasks - Opera can generate and store multiple housekeeping
tasks, for example: daily cleanings, mattress turning, turndown. Each task code can
generate separate task sheets for attendants to complete.
Facility Management. Available when the Rooms Management>Facility
Management application function is set to Y. An expanded housekeeping feature that
enables coordinated management of housekeeping tasks, supplies, attendant
assignments, attendant credits, and other related matters.
Facility Tasks - Set up and manage the codes that identify
housekeeping assignments such as total cleaning, light dusting, VIP cleaning,
etc., when Facility Management functionality is active.
Facility Codes - Set up and manage the codes that refer to materials,
supplies, etc., that are associated with facility tasks (e.g., linens, shampoo,
skin conditioner, soap, hair dryer) when Facility Management functionality is
active.
from availability, and if it is/is not guaranteed. This way, reservations may be canceled
in bulk by reservation type.
Deposit Rules - Reservation deposit rules provide a way to manage the
advance deposit prepayments guests make prior to their stays. Deposit rules define the
amount of the deposit (this amount can be a flat amount, a percentage of the rate, or it
can be based on the number of nights), and how soon before arrival or after the
booking is made the deposit must be paid.
Cancellation Rules - Reservation cancellation rules assist in the handling of
cancellation charges or penalties. Cancellation rules define the amount of the penalty
charge if the reservation is cancelled (this amount can be a flat amount, a percentage
of the rate, or it can be based on the number of nights) and the number of days prior
to the arrival date that the reservation may be cancelled without penalty. The date can
be associated with a time (e.g., 5:00 PM) before which the guest must cancel to avoid
penalty.
Deposit/Cancellation Rule Schedules - Reservation deposit rules provide a
way to manage the advance deposit pre-payments guests make prior to their stays.
Cancellation rules let you impose cancellation charges or penalties when the guest
cancels a reservation within a specified period before the arrival date. The Rule
Schedule Configuration screen lets you put these rules to work by associating them
with a reservation type, a rate code, or with a combination of reservation type and rate
code.
No Show Posting Schedule - The No Show Posting Rules provides properties
the ability to post revenue against a no show reservation in order to realize the revenue
and get the deposit off of the deposit ledger while still showing the reservation status
as a No Show for statistical purposes.
Colors - Colors can be applied to either a reservation or to a guest as a quick
reference to the user. Configuring colors to have a specific meaning, can alert a user to
a reservation or guest of particular importance prior to the reservation being accessed.
Move Reasons - Move reasons are required when moving a reservation
between properties in a multi property environment. Move reasons are used to
designate why a reservation was moved from one property to another, for instance;
weather, rate, amenities, property sold out, group changed location.
Discount Reasons - Discount reasons designate why a discount was given to a
reservation. Some examples would be a discount rate negotiated with a company or
special customer, a special rate that is sometimes available to all business travelers or
discount for family members who are traveling together. Whatever the discount reason,
when discounts are entered on the Reservation screen, a discount reason must also be
given.
Cancellation Reasons - Opera requires a reason for every reservation
cancellation. Configuring these codes saves valuable time when cancelling reservations
while satisfying Opera's requirement for a cancellation reason.
Origin Codes - Opera maintains origin of business statistics and allows you to
track reservations by setting up origins (the originating media source for the
reservation). Just as market codes can be grouped into market groups for reporting
purposes, origin codes are attached to reservation records in order to track how
reservations come into the property. Each property or property chain then determines
the breakdown of origin information they require (mail, telephone, fax, central
reservations, travel agency, GDS).
Trace Texts - Set up the standard default texts that will be available when you
create traces. When you create a trace, these texts can be selected and used as-is, or
they can be customized as necessary. Trace Texts must be associated with a
department.
Waitlist Priorities - You can give bookings a "waitlist" status if the requested
reservation cannot be confirmed. When a reservation is created and then moved to the
waitlist Opera lets you set different priorities for confirming these waitlisted
reservations.
Waitlist Codes - Opera lets you set up waitlist bookings if the requested
reservation cannot be confirmed. When a reservation is created and then moved to the
waitlist the system requires a reason. Use waitlist codes to designate why a reservation
is being placed on a waitlist (rate not available, room not available, dates not
available).
Alert Definition - Opera offers two kinds of alert messages: standard alert
messages that can be specifically attached to selected individual reservations, and
global alerts which are automatically attached to all reservations that meet the alert
criteria.
Alert Messages - Reservation alerts are messages attached to a
reservation for display during check in, when the reservation is opened while
the guest is in-house, or during check out. You can attach a pre-defined alert
or customize an alert for a particular guest. Alerts give you the ability to
annotate a reservation with important information for the front desk agent,
for example to call a manager upon arrival, collect an iron and ironing board
upon departure, or note that a reservation was a gift and to not divulge the
rate or payment option.
Global Alerts - Global alerts can be set up to appear at any or all of the
following times: at check in, at check out, and/or whenever the reservation is
opened. Sets of display conditions further restrict the global alert display
based on reservation type, block code, number of adults/children,
arrival/departure time, and a host of other criteria.
Guest Type - Create a code to specify the type of guest such as hotel
guest, members, staff, and outside guests. The values used for the Guest
Type list of values are entered here.
Search Criteria
Choose the appropriate search criteria and select the Search button.
Template/Property. When the OPP_MHOT Multi-property add-on license code is
active, out of order and out of service reason codes may be set up as templates that can
then be copied to multiple properties. To set up templates, select the Template radio
button. To configure and edit reasons for specific properties, select the Property radio
button and choose the property for which you wish to configure reason codes.
Property. Available when the OPP_MHOT Multi-property add-on license is active and
the Property radio button selected. Select the down arrow to choose a property for
which you wish to review or edit reason codes.
Status. Select the down arrow to display either the active or inactive reason codes.
The Out of Order Reasons - New or Out of Order Reasons - Edit screen displays the
following information.
Reason Code. Code that explains the reason the room is under maintenance.
Description. Descriptive explanation for the reason code.
Display Sequence. Number that determines position of the item in listings. Reason
codes that do not have a sequence number will be listed in alphabetical order following
those codes that have a sequence number assigned.
Inactive. If this box is check marked, the reason code becomes inactive and will not
appear as a selection option when placing rooms Out of Order or Out of Service.
Choose the appropriate search criteria and select the Search button.
Condition Code. A user-definable code that identifies the room condition. Once this condition
code has been saved, it may not be edited. Use the Inactive checkbox to make the code
unavailable for further use.
Description. Description that explains the code (last sell, missing amenity, pet in room, show
room, etc.).
Display Sequence. Number that determines position of the item in listings. Room condition
codes that do not have a sequence number will be listed in alphabetical order following those
codes that have a sequence number assigned. You may also use the Move Up and Move Down
buttons on the Room Conditions screen to change the sequence of an entry.
Inactive. If this check box is selected, the room condition code becomes inactive and will not
appear as a selection option when assigning room conditions.
Display in Room Assignment/Do Not Display in Room Assignment. Select either of these
check boxes to control whether a room having this room condition code assigned will appear on
the Room Assignment and on the Available Room Search screen. The default is Do Not Display
in Room Assignment. (See Available Rooms Search, and Room Assignment for additional
information.)
Comments. Text field to enter comments that pertain to the room condition.
Fields are the same as for other condition codes except for the following:
Display in Room Assignment. Selected by default and cannot be unselected.
Minutes. Enter the number of minutes (1 to 1440) that defines the duration of the on-hold
period. Leave this field blank to set an unlimited hold period. If you leave this field blank, when
you select the Save button a message appears: "Leaving the Minutes field blank results in an
unlimited hold time for this Condition Code." Select OK to proceed.
Inactive. Check box not available because the HOLD condition codes are Opera SID data.
See Available Rooms Search, Room Conditions, and Room Assignment for additional
information on the use of the HOLD condition codes.
See Also
Room Conditions
Room Maintenance
Note: When the QMS Opera Quality Management System license code is active, this
menu option will not display.
Use Room Maintenance to record multiple room maintenance requests. The work requests can
be entered for any of the configured guest rooms by using the Rooms
Management>Maintenance option in the Opera operations module. From there, you can view
requests and resolve them. If you want to use the Maintenance option, you should specify the
default room maintenance requests here. System
Configuration>Reservations>Codes>Room Maintenance option allows you create and
modify all the default maintenance requests that you want to use in your property.
Provide the following information in the Room Maintenance - New or Room Maintenance - Edit
screen and select the Save button.
Maintenance Code. Enter a code that will explain the room maintenance request. For example,
DOOR for "Door Sticks."
Description. Description of what the code stands for. For example, "Carpet replacement" or
"Repair TV." When creating the maintenance request in the main program, the user can add free
text to describe the maintenance request in more detail.
Sequence. Type the number for the order in which the maintenance code will be shown.
Inactive. Click this check box to mark the code as active or inactive. If it is inactive it is
excluded from the display list.
See Also
Task Navigator (F6)
Housekeeping Sections
When the Rooms Management>Housekeeping Sections application parameter is set to Y,
housekeeping section codes can be configured to divide the property into physical housekeeping
areas to simplify the process of assigning rooms to attendants for daily cleaning. Opera allows
for both day and evening sections (day section is for regular room cleaning and evening is for
turndown service) to be linked to each room (see Rooms Edit for details) . The same section
can be used for both day and evening service. To configure housekeeping sections, select
Configuration>Reservations>Codes>Housekeeping Sections. The Housekeeping Sections
screen appears.
Note: All configured sections are displayed in the Expanded Task Sheet Grid, even if no
rooms exist within that section. Tasks can then be moved (dragged and dropped) on to
these sections.
Search Criteria
Use the following search options to locate the housekeeping section records you wish to review
or edit.
Property. Select another property from this list of values if you are working in a multi property
environment. This field is visible when the OPP MHOT Opera Property Management MultiProperty license code is marked as Active. In the Property list of values, Opera displays the
properties with activated multi property licenses codes allowing you to switch between
properties that have been configured in this property cluster (via the Property
Details>Alternates Tab).
Show Inactive. Select this check box to display only those housekeeping sections that are
inactive.
Fields
The Housekeeping Sections screen displays the following information.
Section Code. Section codes can only be numeric.
Description. Housekeeping section description (floor number, part of the property, etc.).
See Also
Housekeeping Management
Room Edit Screen
Housekeeping Attendants
Opera stores housekeeping attendant information, daily assignments, and tracks credits or
number of rooms cleaned by each attendant. Housekeeping attendants can be assigned to a
section or a floor number. Housekeeping attendants can be identified by name or by an
attendant number and listed with an active or inactive status.
Configuration>Reservations>Codes>Housekeeping Attendants is where this feature is
configured. This feature is available when the Rooms Management>Task Assignment
application function is set to Y.
Search Criteria
Property. Select another property from this list of values if you are working in a multi property
environment. This field is visible when the OPP_MHOT Multi-Property add-on license is active.
Show Inactive. Select this check box to have all attendants with inactive status included in the
display list.
Fields
The Housekeeping Attendants screen displays the following information.
Attendant ID. Attendant ID belonging to the attendant.
Attendant Name. Attendant's name or number.
Section. Housekeeping section assigned to the attendant. Sections can be set up in
Configuration>Reservations>Codes>Housekeeping Sections (see Housekeeping Sections)
when the Application Settings>Rooms Management>Housekeeping Sections application
parameter is set to Y.
Floor. Floor assigned to the attendant.
Job Title. Job title assigned to the housekeeping attendant.
Days of the Week. Displays a Y if that specific day of the week has been assigned to the
housekeeping attendant and an N if the day of the week was not assigned to the housekeeping
attendant. Configuring the day of week per attendant allows the property to assign
housekeeping tasks by day of the week accordingly.
See Also
Task Assignment
Housekeeping Sections
Housekeeping Tasks
Select Configuration>Reservations>Codes>Housekeeping Tasks to display the
Housekeeping Tasks screen. The Housekeeping Tasks menu bar option is available when the
Rooms Management>Facility Management application function is set to N and the Rooms
Management>Task Assignment application function is set to Y.
When you set the Rooms Management>Task Assignment application function to Y, Opera
can generate and store multiple housekeeping tasks (daily cleanings, mattress turning,
turndown). Each task code can generate separate task sheets for attendants to complete. Tasks
are used in the Rooms Management>Housekeeping>Task Assignment option.
Buttons
Move Up (Up Arrow). Moves the highlighted task up in the sequence order.
Move Down (Down Arrow). Moves the highlighted task down in the sequence order.
New. Select to create a housekeeping task.
Edit. Select to edit the highlighted housekeeping task.
Delete. Select to delete the highlighted housekeeping task. A caution prompt window will
display to be sure of the deletion.
See Also
Task Assignment
Housekeeping Management
Alternates Tab
Reservation Types
When making a reservation in Opera, a reservation type (also called a booking code or
guarantee code) must be assigned to the reservation in order to identify if the reservation is
deducted (definite) or not deducted (tentative) from availability, and if it is or is not guaranteed.
This way, reservations may be canceled in bulk by reservation type.
Typical reservation types for standard reservations are: 6:00 PM Hold, Guaranteed by Credit
Card, Guaranteed by Company, etc. For tentative reservations, typical reservation types are:
Deposit Expected, Confirmation Expected, Group Block, etc. Tentative reservations are not
usually considered in the availability calculations, but they can be included if you select the
Include Tentatives option at the time an availability inquiry is requested. Tentative group
reservations can be given a cutoff date whereby they either become definite or are canceled.
Group blocks and travel agent allotments must also be assigned reservation types. This allows
you several different categories to cover guaranteed blocks, non-guaranteed blocks or
speculative blocks. The rooms allotted to the block will be subtracted from the availability only
when their reservation type is definite. Checked In is a pre-configured required type and cannot
be deleted.
To add or edit reservation types, select System
Configuration>Reservation>Codes>Reservation Type.
Use this screen to view the reservation types set up for your property, to create new reservation
types (select the New button), and to edit existing reservation types (highlight an item and
select the Edit button). The screen shows the following information for each reservation type:
Reservation Type. The code for the reservation type.
Description. The description of the reservation type.
Deduct Inventory. An X in this column indicates that reservations made using this reservation
type will be deducted from available inventory.
Arr. Time Required. An X in this column indicates that an arrival time is required for
reservations made using this reservation type. When making a reservation, the arrival time field
will be mandatory.
CC Required. An X in this column indicates that a credit card is required for reservations made
using this reservation type.
Deposit Required. An X in this column indicates that a deposit is required for reservations
made using this reservation type.
Sequence. The number in this column indicates the display sequence for this reservation type
when reservation type lists of values are presented.
Inactive. An X in this column indicates that this reservation type is not currently available for
selection from reservation type lists of values.
Deposit Required. Select this check box if a deposit is required when making a reservation for
this reservation type. This check box is provided for informational purposes only. Deposit
requirements must be set by deposit rule schedules
(Configuration>Reservations>Codes>Deposit/Cancellation Rule Schedules).
Phone Required. Select this check box to specify that a phone number is required for
reservations made using this reservation type.
Inactive. Select this check box if you wish to mark the code as inactive. Inactive reservation
types are excluded from reservation type lists of values.
CC Verification Code Required. This check box only displays when the Credit Card Required
check box is selected. If a credit card is required for the reservation type, select this check box
to specify that a credit card verification code is also required. For GDS and ODS channel types,
the Online CC Authorization check box must also be selected on the Channel setup form.
Note: The CC Verification Code Required check box will only be available if the
OPG_<version number> license code is active and the OEDS>Enable CC Security
Code for GDS application parameter is set to Y.
Auto Mass Cancel. Only available when the Reservations>Parameters>Auto Mass
Cancellation application parameter is set to Y for the property. When selected, the reservation
type will be setup for auto mass cancel when deposit payment or credit card information is not
received in time. This feature works in conjunction with the Auto Mass Cancellation job that is
scheduled through the Opera Scheduler. When the Auto Mass Cancellation job is scheduled for a
property, it will consider reservations that have a reservation type configured for Auto Mass
Cancel.
See Also
Rule Schedule
Deposit Screen
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Search Criteria
Property. Displayed when the OPP_MHOT Multi-Property Base add-on license is active,
select the down arrow and choose a property from the list of values and filter search results by
property.
Rule Type. Select the down arrow and choose a rule type from the list of values and filter
search results by rule type.
Rule Code. Select the down arrow and choose a rule code from the list of values and filter
search results by rule code.
Based On. Select the down arrow and choose a based on value to filter search results by the
Membership, Rate Code, Preference, Room Type, Adults, Children, or Keyword Type condition on
which the rule code is based.
Show Inactive. Select to filter search results to only display inactive rule codes.
Based On. The condition or requirement that the rule type is based on.
Based On Details. The details of the Based On condition.
Button Functions
Search. Select to display search results.
Copy. Select to copy the highlighted Rule Code(s) and all of their elements to another property
or properties.
New. Only becomes available after search results are displayed for a property. Select to open
the Auto Attach - New screen and add a new rule code for auto attaching to the reservation.
Edit. Only becomes available after search results are displayed for a property. Select to open
the Auto Attach - Edit screen and edit a rule code that is highlighted on the search results grid.
Delete. Only becomes available after search results are displayed for a property. Select to
delete a rule code that is highlighted on the search results grid.
Select the New button to open the Auto Attach - New screen and create a new Rule Code.
Select the Edit button to open the Auto Attach - Edit screen and edit an existing Rule Code.
Note: Different fields will be displayed on this screen depending on which Rule Type and
Based On values are selected.
Rule Code. Enter the name of the rule code that will be created.
Rule Type. Select the down arrow and choose a rule type from the list of values. The following
values are available:
Item (available when the Reservations>Item Inventory application function
is set to Y)
Package
Trace (available when the Reservations>Reservation Traces application
function is set to Y)
Special
Preference
EXAMPLE 1
A rule can be configured which states that each time the KING room type is used on a new
reservation; the Special FLOWER should be added automatically to the reservation.
EXAMPLE 2
A rule could be configured that each time the rate code FAMILY is used for a new reservation, a
trace is sent for the Housekeeping department to advise them that extra blankets need to be
delivered to the room.
EXAMPLE 3
When selecting Trace as a Rule Type, a department must be selected; the pre-configured trace
texts for the selected department are displayed. Once a trace text has been selected, it can
manually be modified by typing in the Trace Text field. Any changes made to the trace text will
automatically be applied to any of the already selected departments.
Property. The Property for the Rule Code. This field is auto populated with the property from
the search results.
Inactive. Select to make the rule code inactive.
Special Fields
The below fields will only be displayed when specific Rule Type and Based On conditions are
selected.
Mem. Type. (Only displayed when Membership is selected for the Based On condition.) Select
the down arrow and choose a membership type from the list of values. When a reservation is
made, this is the membership type that will be required for the element type (one that is based
on Membership condition) to auto attach to the reservation. Select the down arrow and choose a
membership type from the list of values. When selecting a membership type from the list of
values, you can choose a membership type that includes all levels or a specific level. For
example, if you choose GC (Golden Circle), all levels for this membership type will be added to
the rule code. However, if you choose GC - Classic from the list of values, only the Classic level
will be added.
Rate Code. (Only displayed when Rate Code is selected for the Based On condition.) When a
reservation is made, this is the rate code that will be required for the element type (one that is
based on Rate Code) to auto attach to the reservation. Select the down arrow and choose a rate
code from the list of values.
Preference. (Only displayed when Item is selected for the Rule Type.) When a reservation is
made, this is the preference that will be required for the element type to auto attach to the
reservation. Select the down arrow and choose a preference from the list of values.
Note: The Preference LOV does not include codes from the Specials preference group or
the Room Features preference group.
Preference Type. (Only displayed when Item is selected for the Rule Type.) This view-only
field will be auto populated with a preference group based on the Preference that is selected.
Level. (Only displayed when Membership is selected for the Based On condition.) Based on the
Membership Type that was selected, this field will be auto populated with a membership level.
Room Type. (Only displayed when Room Type is selected as the Based On condition.) Select
the down arrow and choose a room type.
Trace Text. (Only displayed when Trace is selected as the Rule Type.) Enter the trace text that
will be sent to the selected department(s). You can also select the button next to this field and
choose one or more pre-configured trace texts from the list of values.
When the Number of Adults is Greater Than or Equal To XX. (Only displayed when
Preference is selected as the Rule Type and Adults is selected for the Based On condition.)
This field allows for a positive numeric number to be entered. When the number of adults for a
reservation equals or exceeds the number entered in this field, then the items that were selected
in the Associated Preferences field will automatically be attached to the reservation via the
Preference field.
When the Number of Children is Greater Than or Equal To XX. (Only displayed when
Preference is selected as the Rule Type and Children is selected for the Based On condition.)
This field allows for a positive numeric number to be entered. This field allows for a positive
numeric number to be entered. When the number of children for a reservation equals or exceeds
the number entered in this field, then the items that were selected in the Associated Preferences
field will automatically be attached to the reservation and populated in the Preference field.
Keyword Type. (Only displayed when Preference is selected as the Rule Type and Keyword
Type is selected for the Based On condition.) Available when the Profiles>Keywords
application function is set to Y, select the down arrow to choose a configured Keyword Type (See
Keyword Types for details). By selecting a Keyword Type, when a reservation is made by a
profile that has the selected Keyword attached, then the items that were selected in the
Associated Preferences field will automatically be attached to the reservation and populated in
the Preference field.
Button Functions
OK. Select to save edits to an existing rule code or to save a newly created rule code.
Close. Select to exit out of the Reservation Auto Attach New/Edit form and return to the
Reservation auto Attach Elements screen.
Note: In ORS, the credit card deposit functionality differs slightly from PMS credit card
deposit functionality. Refer to this topic for more information: ORS Credit Card
Deposits.
Note: In ORS, the time zone for the relevant property is used for deposit due and
cancellation entries. In a multi-property PMS environment, the time zone of the CRO is
used for deposit due and cancellation entries.
This topic covers the following subjects:
Deposit Rules - Reviewing, creating, and editing deposit rules.
Cancellation Rules - Reviewing, creating, and editing cancellation rules.
Deposit Rules
To set up deposit rules, select Configuration>Reservations>Codes>Deposit Rules. The
Deposit Configuration screen appears.
Property. If the Opera PMS Multi-property license code is active, select the Property radio
button, then select the Property field down arrow to choose the property for which you wish to
search for deposit rules.
Deposit Rule. Enter the name of the deposit rule.
Show Inactive. Select this checkbox to search only for deposit rules that are inactive. Inactive
deposit rules are those which are no longer available for attachment to rate codes, reservation
types or reservations; however, they are still recorded in the database for historical purposes.
New. Create a new deposit rule. (Available when the Template radio button is selected. New
rules may be copied to properties where they may be edited.)
Edit. Edit the highlighted deposit rule. The rule name cannot be edited.
Delete. Delete the highlighted rule. If the rule is attached to a rate code, reservation type, or
reservation, it may not be deleted.
If Type is Night Percentage - The value you enter here is the percentage of the
first night's room charge that is required for the deposit. This type Night Percentage is
also available for the cancellation rule. For example, if the rate for the first night is
$225, and you request that 40% be deposited based on the first night, the guest will be
required to pay the deposit of $90.00 (0.40 x $225). When a new reservation is made,
the deposit schedule generates the correct values in the appropriate currency.
If Type is Nights - The value you enter here is the number of nights which will
be considered along with the guests room rate to determine the deposit
requirement. For example, assume the guest is staying 3 nights. If you enter a
Deposit Amount of 1 (the deposit is based on the room rate for 1 night), and the
nightly room rate is $150, the deposit would be $150 ($150 x 1 night). When
determining the deposit for multiple- night stays, Opera takes into account any rate
changes over the course of the stay. In addition, the nightly amount includes any fixed
charges (one-time or nightly), packages, and generates associated with the rate.
Example: Assume a 3-night reservation has a Nights-type deposit rule that is configured with a
Deposit Amount of 3 (the deposit is based on the room rate for 3 nights). If the nightly
charges are as follows:
Rate 1st night
Cancellation Rules
To set up cancellation rules, select Configuration>Reservation>Codes>Cancellation Rules.
The Cancellation Configuration screen appears.
column to the left of the entry you wish to select. Use the All and None buttons to select or unselect all records.
Cancel Rule. The cancellation rule code that will appear on the reservation.
Description. The description of the cancellation code.
Penalty Amount. The meaning of this field varies depending on the Type (computation
method) for this rule.
Type. The method to be used to compute the penalty.
If Type is Flat - The penalty amount is the exact amount of the cancellation
charge in the property currency.
If Type is Percent - The penalty amount is the percentage of the entire stay's
room rate, plus any fixed charges, packages, and generates associated with the rate,
that will be taken for a cancellation charge. For example, if the Penalty Amount is 50,
the guest will pay a charge of 50% of the total stay room rate. If the room rate is $300
a night for 3 nights, the guest pays$450 (0.50 x $900). Notice that "of Stay" appears
following the field when Percent is selected.
If Type is Night Percentage - The penalty amount is is based on the
percentage of the first night's room rate. Schedule the time period when this rule is
effective. When a cancellation is made, the cancellation schedule generates the correct
values in the appropriate currency.
If Type is Nights - The penalty amount is determined by the guests room rate
plus any fixed charges, packages, and generates associated with the rate for this
number of nights. For example, assume the guest is planning to stay 3 nights. If the
Penalty Amount is 1, and the nightly room rate is $150, the cancellation charge would
be $150 ($150 x 1 nights).
If Type is Non- Cancelable - The reservation can't be cancelled.
Before Arrival. The number of days before the arrival date up to which the reservation may be
cancelled without penalty.
Before Time. The time before which the guest must cancel in order to avoid penalty (used in
conjunction with the days Before Arrival value). For example, if the Before Arrival is 5, and the
Before Time is 6:00 PM, the guest must cancel before 6:00 PM 5 days prior to the arrival date
to avoid the cancellation penalty. The time configured will be displayed on the cancellation
message when cancelling a reservation.
Seq. The sequence number that determines the position of this rule in the Cancellation Rules
LOV. Unnumbered rules appear in alphabetical order following any rules that have a designated
sequence.
Example: Assume a 3- night reservation has a Nights-type cancellation rule that is configured
with a Penalty Amount of 3 (the cancellation penalty is based on the room rate for 3 nights). If
the nightly charges are as follows:
Rate 1st night
Sequence. The sequence number that determines the position of this rule in the Cancellation
Rules LOV. Unnumbered rules appear in alphabetical order following any rules that have a
designated sequence.
Inactive. Select this check box to make the cancellation rule inactive. Inactive cancellation rules
are no longer available for attachment to rate codes, reservation types or reservations;
however, they are still recorded in the database for historical purposes.
Show Me
Configure and Schedule a Deposit Rule
See Also
Reservation Deposits (Includes information on processing both deposit
payment and cancellation charge payment)
Reservation Type Setup
Rule Schedules
Rule Schedule
Reservation deposit rules provide a way to manage the advance deposit pre-payments guests
make prior to their stays. Cancellation rules let you impose cancellation charges or penalties
when the guest cancels a reservation within a specified period before the arrival date. (These
rules are set up in Configuration>Reservations> Codes>Deposit Rules and Cancellation
Rules.) The Rule Schedule Configuration screen lets you put these rules to work by associating
them with a reservation type, a rate code, or with a combination of reservation type and rate
code. Guest and booker credit ratings can also be associated with these rules.
Note: In PMS, the Deposit Rules and/or Cancellation Rules selections under the
Configuration>Reservations>Codes menu bar option are available when the
Cashiering>Deposit Handling and Cashiering>Cancellation Handling application
functions are, respectively, set to Y. The Rule Schedules selection under the
Configuration> Reservations> Codes menu bar option is available when either or both
of these features are active. In ORS, the Deposit Rules, Cancellation Rules, and Rule
Schedules options are available when the OPR<version number> Opera Reservation
System license code is active.
In addition, when GDS or ORS is active, the Rule Schedule Configuration screen may be used to
map rate codes to reservation types (also called guarantees). This way, when a booking is
made via GDS or ORS, the rate code selected for the reservation at a specific property will be
tied to a reservation type and to any applicable deposit and cancellation rules. The guarantee,
the deposit requirements, and the cancellation policy will thus be available prior to the guest's
making a booking through ORS or GDS.
Within ORS, Credit Ratings can be configured with deposit and cancellation rules at a property.
Guests and bookers who make reservations with the property will have these cancellation and
deposit rules applied, based on their credit rating as indicated on their profile. To enable this
Each entry on this screen is a rule schedule. It specifies rule parameters along with the Begin
Date and End Date that define the period during which the rule is in-effect. Duplicate rule
schedules for the same effective period are not permitted.
The radio buttons at the top of the screen determine the functionality of the screen.
Note: The Deposit and Cancellation radio buttons are available only when both deposit
handling and cancellation handling functionality are available. This discussion assumes
both features are active.
Select Deposit to create or edit deposit rule schedules.
Select Cancellation to create or edit cancellation rule schedules.
Select Reservation Type to map rate codes to reservation types.
Note: The Reservation Type radio button is available on the Rule Schedule
Configuration screen only when the GDS>General application function is set to
Y, and/or the OPR<version number>Opera Reservation System license
code is active.
Search Criteria
The Rule Schedule Configuration screen provides the following search criteria. After you have
made your choices, select the Search button. All rule schedules matching your search criteria
will be displayed in the grid.
Find Gaps. This button provides a message as to whether there are gaps in dates (based on the
Begin and End dates) for rules with the specified rate code, credit rating, or other filter criteria.
If no dates are selected, the systems defaults to the beginning date of today and ends 10 years
from today. The message will state that gaps either exist or that they do not within the
Beginning and End dates.
Property. This field is available if the Opera multi-property license code is active (MHOT) in PMS
or when the OPR<version number> ORS license code is active. Use it to choose the property
for which you wish to see rule schedules. Select the down arrow to choose a property from the
Property list of values.
Deposit Rule/Cancel Rule. (The field label depends on whether you have selected the
Deposit or Cancellation radio button.) Select the down arrow to display a list of values and
choose the name of the rule for which you wish to search. Only active rules are displayed in the
list of values.
Rate Code. Select the down arrow to display the Rate Codes list of values. Select the rate code
for which you wish to search. Rule schedules that include the selected rate code will be displayed
in the search results grid. This field is not available when you access the rule schedules
configuration screens from the Rate Code Setup screen; in this case, the rules will apply only to
the rate code from which you accessed the rules screen.
Reservation Type. Select the down arrow to display the Reservation Type list of values. Select
the reservation type for which you wish to search. Rule schedules that include the selected
reservation type will be displayed in the search results grid.
Block. Select the down arrow to display the Block list of values. Select the block code for which
you wish to search. Rule schedules that include the selected block code will be displayed in the
search results grid. This field is not available when you access the rule schedules configuration
screens from the Rate Code Setup screen.
Credit Rating. This field appears when the OPR<version number> ORS license code is active
and the Application Setting>Rates>Advanced Policies function is set to Y. Select the down
arrow to display the Credit Rating of values. Select the Credit Rating for which you wish to
search. The Credit Rating is assigned to individual profiles (bookers and guests). Rule schedules
that include the selected Credit Rating will be displayed in the search results grid.
Filter. Select this check box if you want to view rule schedules (Deposit, Cancellation, or
Reservation Type) that do not have rate codes associated with them. When the Filter check box
is not checked, all rule schedules will be displayed.
Display Inactive. Select this check box if you wish to display inactive as well as active rule
schedules. By default, the check box is unchecked (display active rule schedules only).
Begin Date/End Date. Use these fields to search for rule schedules based on their Begin Date
and/or End Date.
Buttons
Copy. You may copy rules that have been set up for one property and copy them to one or more
other properties. This function is available in ORS, PMS multi-property configurations, and OCM.
Place a check by the rule you would like to copy on the Rule Schedule screen. Select the Copy
button. From the multi-property select screen, select the property, or properties, to which you
want to copy this rule and select the OK button. Messages will appear that confirm the operation
was successful or else notify you that a code or other item attached to the rule does not exist in
the target property, such as a rate code, block, reservation type, rule code, credit rating, or a
season code.
New. Select this button to create a new rule schedule for deposit, cancellation, or reservation
type (depending on the rule type radio button selected). See either Creating and Editing Deposit
Rule Schedules, Creating and Editing Cancellation Rule Schedules, or Mapping Rate Codes to
Reservation Types below.
Edit. Select this button to edit a selected rule schedule for deposit, cancellation, or reservation
type (depending on the rule type radio button selected). See either Creating and Editing Deposit
Rule Schedules, Creating and Editing Cancellation Rule Schedules, or Mapping Rate Codes to
Reservation Types below.
Delete. Select this button to delete the selected rule from the property.
the associated deposit rule applies. If a match using a blank reservation type is not found, no
deposit rule applies.
If there is no rate code match, Opera seeks a deposit rule schedule having a reservation type
match and a blank (unspecified) rate code. If a matching reservation type is found, the
associated deposit rule applies. If a reservation type match is not found, no deposit rule applies.
A deposit request amount/percentage can be updated after it has been inserted into a
reservation. The deposit request will remain updated, until the availability (reservations dates,
rate code, etc.) are modified. Then the deposit request is returned to its original
amount/percentage.
Also, if a deposit request is corresponding to a reservation because it has been setup for the
reservation type, it will remain in effect, unless the reservation type is changed. If the
reservation type is changed to one that does not have a deposit request, then the request is
deleted. However, if the reservation type is changed to one where a different deposit request
has been setup, the request will be updated with the new one.
Example
The following example shows a set of deposit rule schedules and sample cases that illustrate
how the rule schedules are applied to reservations, depending on the rate code and/or
reservation type of the booking and the guest's arrival date.
Rate Code
Reservation Type
Deposit Rule
AARP
6PM GTD
1 NIGHT
AARP
50 PCT
25 PCT
10 PCT
6PM GTD
10 PCT
6PM GTD
4
5
Cases
Case
Rate Code
Reservation Type
Arrival Date
Deposit Rule
AARP
6PM GTD
01-02-2003
1 NIGHT
AARP
CCARD
01-15-2003
50 PCT
GRP1
6PM GTD
01-06-2003
25 PCT
CORP
4PM GTD
01-25-2003
10 PCT
AARP
6PM GTD
02-07-2003
FLAT
AARP
6PM GTD
12-31-2002
Case 1: If the user selects the AARP rate code and 6PM GTD reservation type, with an arrival
date of 01-02-2003, the deposit rule is 1 NIGHT. Both the rate code and the reservation type
match those in schedule 1.
Case 2: If the user selects the AARP rate code and CCARD reservation type, with an arrival date
of 01-15-2003, the deposit rule is 50 PCT. The rate code matches the rate code in schedule 2
and in the absence of a matching reservation type, the reservation type matches the blank
reservation type in schedule 2.
Case 3: If the user selects any rate code except AARP, and the 6PM GTD reservation type, with
an arrival date of 01-06-2003, the deposit rule is 25 PCT. Since there is no explicit rate code
match, the blank rate code is selected. Schedule 3 is chosen over schedule 4 because schedule 3
has an explicit reservation type match. Schedule 5 is rejected because its effective dates are out
of range.
Case 4: If the user selects the CORP rate code and any reservation type, with an arrival date of
01-25-2003,the deposit rule is 10 PCT. Schedule 4's blank rate code and blank reservation type
match the reservation parameters in the absence of an explicit match for either the rate code or
the reservation type.
Case 5: If the user selects the AARP rate code and 6PM GTD reservation type, with an arrival
date of 02-07-2003, the deposit rule is FLAT. Schedule 5 is selected over schedule 1 because the
date range of schedule 5 includes the arrival date, even though schedule 1 has an explicit match
to the rate code.
Case 6. If the user selects the AARP rate code and 6PM GTD reservation type, with an arrival
date of 12-31-2002, no deposit rule applies. The arrival date is beyond the effective date range
of any of the rule schedules.
Description. When you select a deposit rule, the description appears in this view-only field.
Payment Options. (Available when the Reservations>Auto Deposit Collection application
parameter is set to Y.) Select the radio button that applies to the payment option for this rule
schedule. If either the Full Payment or Partial Payment option is selected, Opera will force the
user to post a deposit (either full or partial, as appropriate) if the deposit due date is less than or
equal to the current business date when the reservation is being made or changed. The Payment
screen appears and a payment must be posted (or a different rate code or reservation type
selected) before you may continue with the reservation.
Full Payment Required- Full payment will be required when the reservation is
made or changed, as noted above.
Partial Payment Allowed- Partial payment (any amount) will be required when
the reservation is made or changed, as noted above.
No Payment Required - If this radio button is selected, no deposit payment will
be required when the reservation is made or changed (the default).
Note: User permissions allow override of full and partial payment requirements.
Rate Code. Select the down arrow to display the Rate Code list of values. Choose the rate code
to which this rule schedule applies. This field is optional. This field is not available when you
access rule schedules configuration from the Rate Code Setup screen.
Reservation Type. Select the down arrow to display the Reservation Type list of values. Choose
the reservation type to which this rule schedule applies. This field is optional.
Note: See Reservation Type for an explanation of the interaction of this option with the
Deposit Required option on the reservation type setup.
Begin Date and End Date. Define the effective period for this rule schedule by selecting its
start date and end date. Duplicate rule schedules may not have overlapping effective periods.
For example, assuming you have two deposit rule schedules for the FLAT deposit rule, and both
are applied to the AARP rate code and the 6 PM reservation type. One rule schedule cannot have
effective dates of 06-01-03 through 07-31-03 if the other already has effective dates of 07-1503 through 08-15-03.
Sequence. The number you enter here determines the sequential position of this rule schedule
in the Rule Schedule Configuration screen grid.
Block. Select the down arrow to choose the business block(s) to which this rule applies. This
rule will be associated with the selected block(s), according to the start and end date and other
parameters. The rule will be automatically copied to the PM reservation and guest reservations
for the selected block(s). This field is not available when you access rule schedules configuration
from the Rate Code Setup screen.
Credit Rating. (ORS only) To create a new rule by Credit Rating or edit an existing one, select
the New or Edit button to open the Rules Schedule - New or Edit screen. This rule will become
associated to the Credit Rating, according to the start and end date and other parameters.
Guests and bookers who make reservations with this property will have these cancellation and
deposit rules applied, based on their credit rating as indicated on their profile.
Season. The Season Codes menu item displays when the Rates>Rate Seasons application
function is set to Y. Rate seasons are defined for a range of dates. Select the Season Code to be
assigned to this rule and date range automatically completes the Begin Date and End Date.
Override. Select this check box if you want this rule to override all others that might apply to a
date or range of dates. (In ORS, Override may be set at the property level only.) This option can
be used to take advantage of special events or holidays where one rule might supersede all
others.
Inactive. Select this check box to make this rule schedule inactive.
Property. The property to which the rule schedule applies. Select the down arrow to display the
Property list of values.
Cancel Rule. The cancellation rule to which the rule schedule applies. Select the down arrow to
display the Cancellation Rules list of values. Only active rules are displayed in the list of values.
See Deposit and Cancellation Rules Configuration for details on cancellation rules.
Description. When you select a cancellation rule, the description appears in this view-only field.
Rate Code. Select the down arrow to display the Rate Code list of values. Choose the rate code
to which this rule schedule applies. This field is not available when you access rule schedules
configuration from the Rate Code Setup screen.
Reservation Type. Select the down arrow to display the Reservation Type list of values. Choose
the reservation type to which this rule schedule applies.
Begin Date and End Date. Define the effective period for this rule schedule by selecting its
start date and end date. Duplicate rule schedules may not have overlapping effective periods.
For example, assuming you have two cancellation rule schedules for the FLAT cancellation rule,
and both are applied to the AARP rate code and the 6 PM reservation type. One rule schedule
cannot have effective dates of 06-01-03 through 07-31-03 if the other already has effective
dates of 07-15-03 through 08-15-03.
Sequence. The number you enter here determines the sequential position of this rule schedule
in the Rule Schedule Configuration screen grid.
Block. Select the down arrow to choose the business block(s) to which this rule applies. This
rule will be associated with the selected block(s), according to the start and end date and other
parameters. This field is not available when you access rule schedules configuration from the
Rate Code Setup screen.
Credit Rating. (ORS only) To create a new cancellation rule by Credit Rating or edit an existing
one, select the New or Edit button to open the Rules Schedule - New or Edit screen. This rule will
become associated to the Credit Rating, according to the start and end date and other
parameters. Guests and bookers who make reservations with this property will have these
cancellation rules applied, based on their credit rating as indicated on their profile.
Season. The Season Codes menu item displays when the Rates>Rate Seasons application
function is set to Y. Opera allows for rate seasons to be defined for a range of dates that can be
used when setting up rates. When users select the Seasons LOV>Season Code the date range
that was configured automatically populates. Select the Season Code to be assigned to this rule.
Season Codes are created in the Rate Seasons screen (Configuration>Rate
Classifications>Rate Seasons>New or Edit buttons).
Override. Select this check box if you want this rule to override all others that might apply to a
date or range of dates. (In ORS, Override may be set at the property level only.) This option can
be used to take advantage of special events or holidays where one rule might supersede all
others.
Inactive. Select this check box to make this rule schedule inactive.
Provide the following information to create or edit a rate code-reservation type mapping:
Rate Code. Select the down arrow to display the Rate Code list of values. Choose the rate code
to which this rule schedule applies. This field is optional.
Reservation Type. Select the down arrow to display the Reservation Type list of values. Choose
the reservation type to which this rule schedule applies. This field is optional.
Begin Date and End Date. Define the effective period for this rule schedule by selecting its
start date and end date. Duplicate rule schedules may not have overlapping effective periods.
For example, assuming you have two deposit rule schedules for the FLAT deposit rule, and both
are applied to the AARP rate code and the 6 PM reservation type. One rule schedule cannot have
effective dates of 06-01-03 through 07-31-03 if the other already has effective dates of 07-1503 through 08-15-03.
Sequence. The number you enter here determines the sequential position of this rule schedule
in the Rule Schedule Configuration screen grid.
Credit Rating. To create a new Rate Code Reservation Type rule by Credit Rating or edit an
existing one, select the New or Edit button to open the Rules Schedule - New or Edit screen.
This rule will become associated to the Credit Rating, according to the start and end date and
other parameters. Guests and bookers who make reservations with this property will have these
cancellation and deposit rules applied, based on their credit rating as indicated on their profile.
Season. The Season Codes menu item displays when the Rates>Rate Seasons application
function is set to Y. Opera allows for rate seasons to be defined for a range of dates that can be
used when setting up rates. When users select the Seasons LOV>Season Code the date range
that was configured automatically populates. Select the Season Code to be assigned to this rule.
Season Codes are created in the Rate Seasons screen (Configuration>Rate
Classifications>Rate Seasons>New or Edit buttons).
Override. Select this box if you want this deposit rule to override all others within the specified
dates. This must be selected at the property level only. This option can be used to take
advantage of special events or holidays where this and other deposit rules can override all
others for the specified date range. Since there are many rules that may apply to a property
there are priorities as to which rules will apply first and override the others. The override check
box will configure the priorities.
If the Override check box is not checked:
The Reservation Type and Credit Rating can be selected as priorities. The
Season Code can also be selected, if appropriate.
If the Override check box is selected:
The Rate Code and/or Reservation Type can be selected for priorities. The
Season Code can also be selected, if appropriate.
Inactive. Select this check box to make this rule schedule inactive.
Show Me
Configure and Schedule a Deposit Rule
See Also
Deposit and Cancellation Rule Configuration
The No Show Posting Rules screen shows the no show posting rules that have been set up for
the property.
Note: The following discussion assumes that the Cashiering>No Show and
Cancellation Postings application function and End of Day>Post Revenue to No
Shows application parameters are set to Y. The transaction code against which no-show
revenue is posted is specified by the End of Day>No Show Posting Trn Code
application setting. When packages are involved, if the guest has an all inclusive package
rate, then the whole amount is considered as the rate amount for purposes of no-show
revenue calculation. However, if the reservation has a separate room rate and package
rate, then only the room rate is considered in the calculation of no show revenue.
During End of Day processing, all reservations that have been marked as No Show, and whose
reservation type and/or source code make them subject to a no show posting rule, will have any
associated deposits moved to the guest ledger (that is, the deposit will "mature"); then the
appropriate no show revenue will be posted against the deposit based on the no show posting
rule. Here are some examples:
All Nights Value - If the rate amount for the reservation is 200.00 and the reservation is for 3
nights, 600.00 is posted (assuming there are not rate changes) regardless of the deposit.
First Night Value - If the rate amount of the reservation is 200.00, regardless of the deposit,
200.00 is posted regardless of the deposit.
Deposit Only Value If the reservation does not have a deposit, no no-show revenue is posted.
If the reservation rate amount is 200.00 and the deposit is 100.00, 100.00 is
posted.
If the reservation rate amount is 200.00 and the deposit is 300.00, 300.00 is
posted.
When the posted revenue results in a debit or credit for the reservation, the reservation is
matured to the guest ledger. Once on the guest ledger, the user has full cashiering capabilities
and can zero out the folio to remove it from the ledger.
See Also
Reservation Types
Source Codes
Colors Screen
See Also
Reservation
Reservation Search
Reservation More Fields
VIP Levels
Market Codes
Room Plan (Control + F3)
Telephone Operator (Control + F7)
Move Reasons
When the OPP_MHT2 Opera Property Management Multi-Property Cross Reservations addon license is active, select Configuration>Reservation>Codes>Move Reasons to setup the
move reasons to use with the Cross Selling (F7) screen. Move reasons are required when
moving a reservation between properties in a multi property environment. Move reasons are
used to designate why a reservation was moved from one property to another (weather, rate,
amenities, property sold out, group changed location).
Sequence. The order of succession for items to appear in a list by assigning them a numeric
order.
Buttons
Move Up. Move the highlighted reason up in the sequence.
Move Down. Move the highlighted reason down in the sequence.
New. Select to create a new move reason.
Edit. Select to edit the highlighted move reason.
Delete. Select to delete the highlighted move reason. A caution warning will display to confirm
the deletion.
See Also
Cross Selling (F7)
Discount Reasons
Reservation Discounts functionality is available when the Reservations>Reservation
Discounts application function is set to Y.
Discount reasons designate why a discount was given to a reservation and can be setup at
Configuration>Reservations>Codes>Discount Reasons. For example, members of your
Frequent Stay program receive a 10% discount off the rack rate; purchaser qualifies for this
discounted non-refundable rate because of a willingness to pay in full for a specified number of
days prior to arrival; a discount rate negotiated with a company or special customer; a special
rate that is sometimes available to all business travelers; discount for family members who are
traveling together.
You can quote discounts on room rates that are deducted directly from the reserved price. In
case a discount was entered, be it either an amount or a percentage, the system requires that
you provide a discount reason. You can also enter discount reasons without an amount or
percentage on the reservation.
Buttons
Move Up. Move the selected reason up in the list.
Move Down. Move the selected reason down in the list.
New. Select to create a new discount reason.
Edit. Select to edit the highlighted discount reason.
Delete. Select to delete the highlighted discount reason. A caution prompt displays to make
sure the user wants to delete the reason.
See Also
Reservation
Cancellation Reasons
Opera requires a reason for every reservation cancellation. These cancellation codes and reasons
are used for individual reservations and not displayed on a block cancellation. You can define all
the reasons why an entire block is canceled or why a group block would cancel using the Block
Maintenance option. If you do not feel the need to work with separate cancellation reasons for
blocks, do not define any with this option. In this case, the individual cancellation reasons will
always be displayed.
Sequence. The order of succession for items to appear in a list by assigning them a numeric
order.
Buttons
New. Create a new cancellation code and description.
Edit. Edit an existing cancellation code.
Delete. Delete the highlighted cancellation code. You will be prompted to make sure that you
really want to delete the code.
See Also
Cancel Reservation
Origin Codes
Opera maintains origin of business statistics and allows you to track reservations by setting up
origins (the originating media source for the reservation) in
Configuration>Reservations>Codes>Origin Codes. Just as market codes can be grouped
into market groups for reporting purposes, origin codes are attached to reservation records in
order to track how the reservations come into the property. Each property or property chain
determines the breakdown of origin information they require (mail, telephone, fax, central
reservations, travel agency, GDS).
Buttons
Move Up. Move the highlighted origin code up in the list. By moving the origin code up, its
sequence number will be changed to the position it is moved to. For example, if a origin code
has a sequence number of 4 and is moved up twice, it will then have a sequence of 2.
Move Down. Move the highlighted origin code down in the list. By moving the origin code down,
its sequence number will be higher than it had. For example, if a origin code has a sequence
number of 1 and is moved down once, it will then have a sequence of 2.
New. Select to create a new origin code.
Edit. Select to edit the highlighted origin code.
Delete. Select to delete the highlighted origin code.
Code. Type the origin code used to assign to an origin (PH, FX, WI, INT).
Description. Type text that describes the origin code (telephone, fax, walk in, internet).
Display Seq. The order of succession for items to appear in a list by assigning them a numeric
order.
See Also
Reservations
Search Criteria
Property. Available when the OPP_MHOT Multi-property add-on license is active. Select the
down arrow to choose the property for which you wish to search for texts. The default is your
log-in property.
Dept. Code. Select the down arrow to choose a department for which you wish to search for
texts. The default (blank) is all departments.
The following information is available on this screen.
X. An X in this column indicates that the text has been selected for the Copy or Delete action.
Use the All and None buttons to select all items or to un-select all selected items.
Dept. Department associated with the trace text.
Text Description. Default trace text message.
Seq. No. Number that determines the position of the trace text in lists.
Copying Texts
In multi-property environments, trace texts can be configured as templates that you may copy
to other properties. Once the trace is copied to a new property, you may edit the trace text and
change the department association, if desired. (If the department attached to the trace text
being copied does not exit at the target property, it is automatically created.)
To copy trace texts to one or more properties, select the texts you wish to copy by placing an X
in the X column. Select the Copy button. The Properties screen appears. From the Properties
screen select your target properties and select the OK button. A message informs you when the
copy action has completed.
See Also
Traces
Waitlist Priorities
You can give bookings a "waitlist" status if the requested reservation cannot be confirmed. When
a reservation is created and then moved to the waitlist Opera lets you set different priorities for
confirming these waitlisted reservations. To access the Waitlist Priorities screen select
Configuration>Reservations>Codes>Waitlist Priorities.
Buttons
Move Up. Move the highlighted priority up in the list. By moving the priority up, its sequence
number will be changed to the position it is moved to. For example, if a priority has a sequence
number of 4 and is moved up twice, it will then have a sequence of 2.
Move Down. Move the highlighted priority down in the list. By moving the priority down, its
sequence number will be higher than it had. For example, if a priority has a sequence number of
1 and is moved down once, it will then have a sequence of 2.
New. Select to create a new waitlist priority.
Edit. Select to edit the highlighted waitlist priority.
Delete. Select to delete the highlighted waitlist priority.
See Also
Waitlist Reservation
Waitlist Codes
Opera lets you set up waitlist bookings if the requested reservation cannot be confirmed. When a
reservation is created and then moved to the waitlist the system requires a reason. Use waitlist
codes to designate why a reservation is being placed on a waitlist (rate not available, room not
available, dates not available). To access the Waitlist Codes screen select
Configuration>Reservations>Codes>Waitlist Codes.
Buttons
Move Up. Move the highlighted code up in the sequence order.
Move Down. Move the highlighted code down in the sequence order.
New. Select to create a new waitlist code.
Edit. Select to edit the highlighted waitlist code.
Delete. Select to delete the highlighted waitlist code.
Sequence. Enter the order of succession for items to appear in a list by assigning them a
numeric order.
See Also
Waitlist Reservation
Alerts
Messages
Setup
Global
Alerts
See Also
Generic Template System Configuration Form
Alerts
Global Alerts
Global Alerts
Opera offers two kinds of alert messages: standard alert messages that can be specifically
attached to selected individual reservations (see Alert Messages Setup for details), and global
alerts which are automatically and dynamically attached to all reservations that meet the alert
criteria. This topic covers configuration of global alerts. Alerts functionality is available when the
Reservations>Alerts application function is set to Y.
Global alerts are dynamic in nature. They appear only when the conditions set up for the alert
are met by the reservation (for example, at check out when the reservation departure time is
between 11:30 AM and 12:30 PM). This dynamic functionality permits global alerts to be
initiated on an ad-hoc basis and precludes the need to edit alert information for specific
reservations when conditions change. For example, assume a global alert announcing a lunch
special in the hotel restaurant is configured to appear at check out if the departure is between
11:30 AM and 12:30 PM. If the guest checks out at 10:00 AM, the alert will not appear. Because
of the fundamental differences in purpose and functionality between global alerts and standard
alerts, global alerts are not listed on the reservation-specific Alerts screen (available by selecting
the Alerts button on the Reservation Options menu.)
Global alerts can be set up to appear at any or all of the following times: at check in, at check
out, in house, and/or whenever the reservation is opened. Sets of display conditions further
restrict the global alert display based on reservation type, block code, number of adults/children,
arrival/departure time, and a host of other criteria.
To configure global alerts, select Configuration>Reservations>Codes>Alert
Definitions>Global Alerts. The Global Alerts screen appears.
Search Criteria
Property. Select the down arrow to choose the property for which you wish to configure global
alerts. Available when the OPP_MHOT Multi-property PMS add-on license is active and when
the OPR<version_number> ORS license is active.
Fields
This screen lists the global alerts that have been set up for the property. The following
information is shown.
X. An X in this column indicates that the global alert has been selected to be copied to another
property. Available when the OPP_MHOT Multi-property PMS add-on license is active and
when the OPR<version_number> ORS license is active.
Code. An alphanumeric code that identifies the alert. (These codes are set up as part of the
alert message setup. See Alert Message Setup.)
Area. Activity area where the alert will display: at check-in (Check In), at check-out (Check
Out), while in-house (In-House), or whenever the reservation is opened (Reservation).
Description. Description of the global alert.
have an opportunity to specify the printer which will handle the global alert printing, and the
customized alert report to be printed.
Printer -When the Print Notification option is selected, you must also provide
the name of the printer to handle printing. This printer must already be configured with
Use Alert Printing selected on Printer setup.
Report - You may also designate an alert report to be printed at this printer
when the alert criteria are met. If no alert report rdf is selected, the alphabetically first
alert report auto-populates the report field.
See Alert Printing, below, for details.
Description. The alert message text for the alert code selected in the Code field. This text may
be edited.
Query Display. Below the Description are any query conditions that will control when the alert
displays.
Total Stays - This option refers to the total stays for all years for the profile (Res_Arrivals
+ Res_Day_Use in the NAME_BUDGETS view).
Step 2. Specify a Filter Condition. Based on your choice in step 1, various filter conditions
will be available for you to choose from when you select the down arrow. For example, when
you are looking for arrival times, the filter conditions include Is Between, and Less Than or
Equal To, and Greater Than or Equal To. Below the filter condition field value fields appear to
accept the values appropriate for your condition. For example, if you select Is Between, two
fields open up so you can set the time range. If you select Less Than or Equal To, one field
appears so you can enter the end time for the filter.
Note: Filter conditions Before Departure Date and/or 'After Departure Date' actually
mean Before or Equal To and/or 'After' or 'Equal To'; therefore, the alert always displays
for days before and/or after the departure date as well as on the departure date itself. Per
development, this was intentionally designed to be this way for Data Extraction.
Step 3. Apply the Filter Condition. Now, select the Add button to copy the condition
statement you created into the text area.
Note: The Add or Update buttons, as appropriate, become available when you have
entered the required parameter(s) and tab out of the filter text entry field. If a second
parameter is required by the filter condition (for example, for the Is Between filter
condition) the buttons will not be enabled until you enter the second parameter and tab
out of the second text entry field.
Repeat these steps to add follow-on statements, if they are required. In our example, where you
are looking for reservations having at least one child, you would add another statement that
selects reservations with a Children field that Is Not Empty.
By default, as you add new statements they are combined with those that went before using the
AND operator. If you want to change an AND operator to an OR operator, highlight the AND
statement, click the AND/OR button, and then click the Update button. The AND operator
changes to OR. You can also change an OR operator back to an AND operator using this same
process: Highlight the OR statement that you want to change to an AND statement, click the
AND/OR button, then select the Update button. The OR operator changes back to AND.
To nest statements, place them in parentheses. Highlight the statement where you want the
nesting to start and click on the open parens [(] button. Select the Update button. Next
highlight the statement that you want to be the last statement inside the parens. Click the close
parens [)] button. Finally, select the Update button. When you are nesting statements, the
number of open parens must equal the number of close parens.
When you are done, select the OK button.
2.
Set the Membership>Default Membership Source application setting
to a default enrollment source code.
3.
On the Global Alerts screen, select a value for the Code and Area fields,
select the Screen Notification check box, and enter an alert description in the
Description field.
4.
5.
6.
In the field directly below, enter the source of the membership
enrollment.
7.
Select OK.
When booking or editing a reservation for a guest with a membership enrollment source that
matches the global alert's enrollment source condition, the alert will be triggered and display the
text you entered for the alert description.
Note: One alert should be configured for each enrollment source to ensure that the source
is identified by a global alert.
Alert Printing
Alerts can be displayed on screen and/ or trigger printed output when some special conditions
are met. When print output is selected, any of a variety of standard format messages to be sent
to any properly configured, designated printer.
For example, if a reservation with young children is checked in, a message can be directed to a
printer in Guest Services notifying staff in that department that young children are in-house and
"Mickey Mouse" should be dispatched to greet them. Or, when the Opera Track It feature is
used, a guest's arrival can trigger a message to staff in charge of stored luggage directing them
where to deliver the guest's belongings.
When you select the Printer Notification check box, you have an opportunity to specify the
printer which will handle the global alert printing, and the customized alert report to be printed.
The printers to be used to print alert reports must be defined in Printer configuration as
belonging to the alerts printing group (the Use Alert Printing check box must be selected on the
Printers - New or Printers - Edit screen.)
To accommodate a variety of print outputs, the sample_alert.rdf report can be customized for
each reporting need. (See Reports Setup and Reports Groups for details.) Merge codes available
on this report include:
Alert Area
Last Name
First Name
Room Number
Alert Description
Date/Time (Current at time of printing)
Arrival Date
Departure Date
2. The target property must already have an Alert Code that matches the Alert Code belonging
to the global alert being copied to the target property.
3. The global alert being copied to the target property does not overwrite a global alert that has
the same Code and Area (e.g., Check In, Check Out, Reservation, In House) at the target
property; instead, a new global alert is created at the target property with the same Code and
Area.
4. If Printer Notification is selected for the global alert that is to be copied, the target property
may need to edit the Report and Printer information from the source property to match the
configuration of these features at the target property in order to make the alert printing
functional.
5. There is no validation of the global alert query itself when a global alert is copied between
properties. For example, if the source property global alert includes a filter on rate code CORP1,
and there is no corresponding CORP1 rate code configured for the target property, copying the
alert to the target property will be permitted although the query will not be functional at the
target property. In addition, there is no validation of the Report or the Printer when a global
alert is copied from one property to another property.
To copy a global alert, highlight your choice on the Global Alerts screen. To copy multiple global
alerts, mark the global alerts you wish to copy by typing an X in the X column of the alerts you
wish to copy or by highlighting each alert you wish to copy and hitting the space bar to mark an
X in the X column . When you have indicated the alert(s) you wish to copy, select the Copy
button. The Properties LOV appears.
Using the multi-select Properties LOV, select the properties to which you wish to copy the global
alert(s). Select OK and the global alerts will be copied to the target property(ies). Messages will
report the success of the copy action. Error messages warn you if the copy cannot be performed
for whatever reason.
Note: There is no validation of the global alert query itself when a global alert is copied
between properties. For example, if the source property global alert includes a filter on
rate code CORP1, and there is no corresponding CORP1 rate code configured for the target
property, copying the alert to the target property will be permitted although the query will
not be functional at the target property. In addition, there is no validation of the Report or
the Printer when a global alert is copied from one property to another property.
See Also
Alerts (standard alerts)
Alert Messages Setup
Guest
Status
Guest Type
Country
Entry Point
Purpose of
Stay
Guest Status
Select Configuration>Reservations>Codes>Custom>Guest Status to create a code to
specify the status of guest, such as Checked In or Checked Out. The values used for the Guest
Status list of values are entered here. If the field is to display, it must be Screen Painted on the
Reservation form view.
Note: Guest Status field can be screen painted onto the Main Reservations or Main
Reservations More Fields screens. When screen painting the field, the corresponding field
will have a menu item to with the same name to select. See Screen Painting for further
information about this feature.
Provide the following information in the Guest Status - Edit screen and select the OK button.
Code. Enter the code you want used for this status of the guest.
Description. Enter a description for this status of the guest.
Sequence. The order of succession for items to appear in a list by assigning them a numeric
order.
See Also
Reservations
Screen Painter Overview
Guest Type
Select Configuration>Reservations>Codes>Custom>Guest Type to create a code to
specify the type of guest such as hotel guest, members, staff, and outside guests. The values
used for the Guest Type list of values are entered here. If the field is to display, it must be
Screen Painted on the Reservation form view.
Note: Guest Type field can be screen painted onto the Main Reservations or Main
Reservations More Fields screens. When screen painting the field, the corresponding field
will have a menu item to with the same name to select. See Screen Painting for further
information about the feature.
Provide the following information in the Guest Type - Edit screen and select the OK button.
Code. Enter the code you want used for this type of guest.
Description. Enter a description for this type of guest.
Sequence. The order of succession for items to appear in a list by assigning them a numeric
order.
See Also
Reservations
Screen Painter Overview
See Also
Reservations
Screen Painter Overview
Purpose of Stay
Select System Configuration>Reservations>Codes>Custom>Purpose of Stay to
access the Purpose of Stay screen.
A report has been created called Belgium Tour Statistics, to meet the legal
requirements of generating stay statistics based on country of residence. In order to
capture and generate the correct information, the UDF field for the purpose of stay
(Reservation Name>Purpose of Stay) must be painted onto the Reservation screen.
The report name is STAT BELGIUM.REP and uses GEN2.FMX.
Code. The abbreviation that identifies the purpose of stay (BUS, TRAV, LEIS, CONF,
SEM).
Description. A full description for the purpose of stay code (Business, Travel, Leisure,
Conference, Seminar).
Display Sequence. The order of succession for items to appear in a list by assigning
them a numeric order.
Facility
Manageme
nt Tasks
Facility
Codes
Search Criteria
Property. Available when the OPP_MHOT Multi-property add-on license is active. Select the
down arrow to choose the property for which you wish to configure facility tasks.
Fields
The Facility Tasks screen shows the following information:
X. An X in this column indicates that this task code has been selected for the Copy function.
Color. Color code for the task type. The facility tasks defined color will populate in the date box
in the Facility Scheduler when viewed from Reservation Options and within the Facility Forecast
screen in Housekeeping.
Task Code. Unique task code (e.g, FS, LT, WP).
Description. Additional text describing the task (e.g, Full Service, Light Touch, Water Plants).
Instructions. Provides additional information associated with the task code, e.g., steps to
complete the task.
Departure Task. Opera requires that one task code must be marked as the Departure Room
Default Task when more than one facility task has been configured. This task code will be
assigned/forecasted for all departure rooms within Housekeeping.
Seq. Number that determines position of item in listings.
Linen Change. Select to signify that the Facility Task requires a linen change. This is reflected
in the Total Linen Change statistic within the Expanded Task Sheet and noted for each
corresponding task in the task sheet printouts.
Display Color. Color code for the task type. The facility tasks defined color will populate in the
date box in the Facility Scheduler when viewed from Reservation Options and within the Facility
Forecast screen in Housekeeping.
See Also
Facility Management Codes
Assign Facility Tasks
User Activity Log
Facility Codes
When the Rooms Management>Facility Management application function is set to Y, and
the Facility Management Configuration user permission is granted, you may access the Facility
Management Task and Facility Management Code Configuration menu items.
Note: All changes that are made to the configuration of facility management codes are
recorded in the Activity User Log, under the Configuration group (see User Activity Log for
details).
Select Configuration>Reservations>Codes>Facility Management>Facility Codes to set
up an unlimited number of facility codes. You configure facility codes (e.g., pillow cases, bath
towels, hand soap, etc.) which are then associated with the facility tasks used in housekeeping
forecasting and task assignments.
Search Criteria
Property. Available when the OPP_MHOT Multi-property add-on license is active. Select the
down arrow and choose the property for which you wish to display housekeeping facility codes.
The Housekeeping Facility Codes screen shows the following information:
X. Mark an X in this column to select the facility code for the Copy option. Click in the X column
or highlight the item and select the spacebar.
Facility Code. Unique facility code.
Description. Additional text describing the facility code (e.g., Pillow Cases, Hand Towels, Bath
Towels, Shampoo).
Sequence. Number that determines the position of the item in listings. Highlight a facility code
and select the Move Up or Move Down buttons to change the sequence,
prompted to choose what properties you want to copy the facility codes to. After you have
chosen the target properties, select the OK button to copy the codes over.
See Also
Facility Management Tasks
User Activity Log
Sales Allowance
The Sales Allowance (Configuration>Reservations>Sales Allowance) sets the max
amount of rooms that the hotel sales office can sell, aside from what the hotel in general
is selling. The allowance given will be evaluated whenever group bookings are made and
a warning issued whenever the amount of deduct-inventory group rooms exceeds the
Sales Allowance. The Sales Allowance permission (available when the application
functions Blocks>Sales Allowance is set to Y) allows access to Sales Allowance
configuration. Additional permissions which determine if the current user can override
the warning and continue making the booking are Overbook Generic Sales Allowance
and Overbook Restricted Sales Allowance. Restrictions can be set per room type, if
and how many of that room type are available to be sold by the sales office.
If a Sales Allowance is used in a remote property linked to SFA, it is possible to
exchange Sales Allowance records with the central schema. If the appropriate business
events are configured, each update of the Sales Allowance at the property level will be
sent to central and updated there as well. In SFA the Sales Allowance for all properties
can be reviewed. When bookings that are made in central for properties that are using a
Sales Allowance, the bookings will then be evaluated against the remaining Sales
Allowance for the booking date range, just as they are at the property level. When the
Sales Allowance function is active in SFA, the permissions, Overbook Generic Sales
Allowance and Overbook Restricted Sales Allowance are also available to be
granted to SFA /ORS users.
The Sales Allowance will have each booking on a deduct status be calculated against it
(either only from SFA or ORS or both, depending on the value set in the Blocks>Block
Origin For Sales Allowance application setting), and central users will need to have
the above permissions granted to overbook the Sales Allowance if necessary. Any
booking update coming through OXI will automatically have the override permission.
An OXI Sales Allowance Synchronization Utility will also be available to re-sync the whole
or partial Sales Allowance from a property to SFA, in case of mismatches between the
two systems.
Note: It is possible to manually change the Sales Allowance for a single day from
the grid of the Sales Allowance configuration screen (as opposed to using the
Load button). However, the system will not allow the SA number to change to a
number below the sum of BOOKED+OVERBOOKED room nights for the selected
date. Changes made from within the grid are saved when the Close button is
used, if Save Changes is selected at the prompt.
would try to increase the block. Block origin (allotment_origin) also plays a role as to
whether the sales allowance is or is not affected. The allotment origin is compared to the
value(s) in the application setting Blocks>Block Origin For Sales Allowance. If the
value is found, then the sales allowance restrictions will kick in. So if S&C has been set
as a value in the above parameter and a block is created by S&C, even if PMS attempts
a pick-up against the block when the rooms on the block are exhausted and the Sales
Allowance has also been used up, the pick-up will not be possible unless the Sales
Allowance is increased (or the user has overbooking permissions and can override the
Sales Allowance restrictions). If the block was created by PMS, the Sales Allowance
restrictions are ignored, as PMS has not been set as an origin to affect the sales
allowance in the application setting Blocks>Block Origin For Sales Allowance.
Search Criteria
Property. Displays the property code default. If the OPP_MHOT Opera Property
Management Multi-Property Base add-on license code is active, you are then able to
search and configure allowance codes for different properties.
Date. Select the date to query. Manually type it in or select the Calendar button to
select the day, month, and year.
Include Restricted. Mark the checkbox to indicate on the grid if the date has a
restriction with it.
Buttons
Change Log. Displays a list of all the changes that have been made to the sales
allowance.
Delete. Delete the selected sales allowance.
Cutoff. Used to cutoff the sales allowance for a specific date range.
Load. Loads the sales allowance for a specific date or date range.
Close. Closes the screen.
PMS Room Type. A LOV displays that shows all the room types for the properties. Only
one room type can be chosen at a time to be restricted.
Begin Date. The beginning date that the restriction will be in affect.
End Date. The last date that the restriction will be valid.
Day of the Week. Select the day(s) of the week for which the restriction will be valid.
Facility
Tasks
Room
Classes
Room
Componen
ts
Room
Types
Room
Type
Inventory
Limits
ORS
Componen
t Room
Suites and
PMS
Componen
t Room
Environme
nt
Rooms
Configurat
ion Topics
Global
Room
Types
S&C Room
Type
Mapping
Facility Tasks
Assigning Facility Tasks to Room Types
When the Rooms Management>Facility Management application function is set to Y, room
types may have facility tasks attached for auto-population into reservations. For example, if the
Total Clean facility task (TOTCLN), has been configured to take place every 7 days after the
guest's arrival, and understanding that DLX room types should have a total cleaning once each
week, you are able to attach this TOTCLN task to the DLX room type. Then, each time a DLX
room type is selected for a reservation, housekeeping would be notified through the task sheets
and reports that a total cleaning task would be required every 7th day after the arrival date for
this room.
Once facility tasks and their associated codes are attached to room types, these values then
default into each reservation's facility scheduler. Users do not need to manually enter these
tasks for each reservation, and Housekeeping is now able to forecast accordingly for future
dates.
To specify the facility tasks that will be associated with a room type, along with the related task
frequency, priority, and facility codes, select the down arrow on the Facilities field on the Room
Types Configuration screen for the property. The Facility Tasks screen appears.
The Facility Tasks screen lists the facility tasks that have already been set up for the room type.
It also allows you to edit the existing facility tasks and set up new ones.
The following information is available on this screen.
Task. Facility task code.
Description. Text description of the facility task.
Specials. Associate a Specials code to a specific facility task code, which will override the
original facility task code assigned to the reservation should this task be selected. (See Example
of Specials and VIP Codes Attached to Facility Task Code Functionality, below.)
VIP. When the Profiles>VIP application function is active, associate a VIP code to a specific
facility task code, which will override the original facility task code assigned to the reservation
should this task be selected. (See Example of Specials and VIP Codes attached to Facility Task
Code Functionality, below.)
Frequency. How often, in days following the guest's arrival date, the facility task is to be
completed.
Credits. Housekeeping credits associated with this facility task. Available when the Rooms
Management>Housekeeping Credit application setting is set to Facility Task Level.
Priority. Number that indicates the priority of this task when the due dates for two or more
facility tasks converge.
Specials. Specify a particular Special code to associate to a facility task code. Once a Special
has been attached to a facility task code, it can not be associated to another facility task of the
same code to prevent duplication.
VIP. When the Profiles>VIP application function is active, specify a particular VIP code to
associate to a facility task code. Once a VIP has been attached to a facility task code, it can not
be associated to another facility task of the same code to prevent duplication.
Days of the Week. This option, if applied, works in conjunction with the Every XX Day(s) option
to allow you to control the days of the week on which this facility task can take place. (If no days
are selected here, only the Every XX Day(s) frequency will be considered regardless of the day
of the week on which the facility task falls.) Use the check boxes to select the day or days of the
week on which the facility task may be completed. If the day when the facility task should take
place according to the specified frequency happens to fall on a day of the week which is not
selected, the facility task will take place on the next available day of the week.
Note: In the event that a facility task is designated as the Departure Room Default Task
(see Facility Management Tasks), it will be scheduled for the checked out room regardless
of the frequency or the days of the week configured for that facility task.
For example, assume you wish to specify that the Full Service (FS) cleaning facility task should
take place Every 7 Days for a given room type, except when the task would fall on a weekend
(Saturday and Sunday check boxed unchecked, all other days checked). When Full Service
cleaning would fall on a Saturday or Sunday, it should be pushed to the next available weekday.
In addition, Light Touch (LT) cleaning should be scheduled daily (Every 1 Day), Monday through
Friday. Here is how these facility tasks would be scheduled for a hypothetical stay (only the
priority task (FS) is shown if the two facility tasks converge on the same day).
Facility Codes
Once a facility task has been attached to a room type, you can associate facility codes to the
facility task. Facility codes refer to materials that are required in the course of completing the
facility task. For example, a full service task for a king room type might include the facility codes
for pillow cases, sheets, bath towels, etc. Quantities for each facility code can then be defined.
Facility Codes are not mandatory and may not be applicable for all types of properties. But in
choosing to use the facility code association, statistics regarding these quantified facility codes
will appear on the facility forecast screen and report.
To add a new facility code to the facility task, select the New button. To edit an existing facility
code, highlight the code and select the Edit button. The Facility Codes - New or Facility Codes Edit screen appears.
The reservation used in the following scenarios is a reservation that is for 21 nights.
Scenarios:
If the DLX reservation does not have any Specials or VIP Codes attached to it,
then it will receive by default, a Light Touch every 2 days with a full service every 7th
day.
If the DLX reservation has a VIP code 3 and no Specials attached to it, then it
would receive by default, a Light Touch every day with a Full Service every 7th day.
If the reservation has a VIP code 3 and ABC Special attached to it, then it would
receive by default, a Full Service everyday with a Light Touch everyday. With a
situation as this one, select the Use Priority when printing the tasksheet.
Note: When multiple tasks fall simultaneously on the same date, the
Reservations>Options>Facility Scheduler cell for that date will display the
task with the lowest priority number (which equates to the highest priority), but
the Facility Scheduler Details will display all of the facility tasks for that date. For
example, if a Light Touch with a priority of 10 and a Full Service with a priority of
1, based on their configuration, fell on the same day, the Facility Scheduler
would display a Full Service, but the Details would display both the Full Service
and Light Touch. When the facility task schedule has been customized "Multiple
Tasks" appears in the date cell if two or more facility tasks are scheduled for that
date. (See Facility Scheduler for details.)
See Also
Facility Management Tasks
Facility Management Codes
Room Type Setup
Room Classes
When the General>Room Class application function is set to Y, room classes may be
configured to create groupings of room types for easier and more highly controlled room
inventory management. Room classes typically define groups of room types having some
characteristic in common. For example, a large property might have room classes that reflect
the physical location of the rooms - Tower, Plaza, and Suites, for example. For each room class,
the property might then designate appropriate room types. For example, the Tower and Suites
room classes might have Deluxe and Superior type rooms, while the Plaza room class might
include the Double room type as well as Deluxe and Superior. Room classes could also be used
to identify spans of room numbers.
The advantages of this kind of two-level configuration are many. For example, if you wish to see
housekeeping statistics for a particular room class regardless of room type, the House Status
screen (Shift + [F3]) can be filtered by room class. Similarly, the Manager's Report
(Configuration>Setup>Definable Managers Report) can be set up to show information for
one or more selected room classes. Or when handling House Assignments, you can search for
rooms based on room class to more easily identify and select rooms to be blocked. Room classes
are also available as filters when you are working with rate strategies and revenue forecasts.
To access room class configuration, select Configuration>Reservations>Room
Classification>Room Classes. The Room Classes screen appears.
Screen Features
A list of existing room classes for the template or the property is shown in the Room Classes
screen.
Room Class. Unique identifier code for the room class.
Description. Text description for the room class.
Seq. Number that determines the order in which room class codes will display when listed. If a
sequence number is not assigned the system defaults to alphabetical order by code.
Use the search options to display the room classes you are interested in. Then highlight the
room class you wish to edit and select the Edit button. The Room Class - Edit screen appears.
Note: Once room classes have been set up, deactivating the room class feature removes
room class associations from all room types to which they were assigned.
See Also
Room Types
Room Components
The Room Components screen appears when you select the down arrow from the Component
Rooms field on the Rooms Edit screen's Room tab (Configuration>Reservations>Room
Classification>Rooms). This screen allows you to select the rooms and/or component rooms
that comprise the component room being configured.
To add each room needed to make up the component room, highlight your choice of room and
select the OK button to add it to the component room.
If you wish to see the number and room types of the rooms that make up the component room
room type you are configuring, select the ellipsis button next to the Room Type field on the
Room Components screen. The view-only Room Components screen appears.
See Also
Room Types
Room Configuration
Room Types
Select Configuration>Reservations>Room Classifications>Room Types to configure and
manage room types. A room type code is used to identify each kind of room available in your
property. You might, for example, configure room types that reflect the primary characteristic of
the room -- Deluxe, Superior, Standard. Keep in mind that availability is calculated and
displayed by room type; therefore, not only should room types be meaningful for this purpose,
but you should only define those room types that you consider being vital for tracking availability
and statistics.
Some Definitions
Pseudo Room Types - Pseudo Room types do not affect the property's room inventory. If the
room type configured on the template is flagged as a pseudo room type, copied to the property,
then this room type at the property level will be flagged as a pseudo. This pseudo room type
cannot be unmarked at the property level. If the room type is not flagged on the template level
as pseudo and then copied to the property level, the room type cannot be flagged as pseudo at
the property level.
Can Be Meeting Room - Often a guest room can be used as a Meeting room. If the room type
configured on the template is flagged as Can be Meeting Room, the room type is then copied to
the property, and then this room type at the property level will be flagged as Can be Meeting
room. This Can be Meeting room flag cannot be unmarked at the property level. If the room
type is not flagged on the template level as Can Be Meeting Room and then copied to the
property level, the room type will not be flagged at the property level. The user does have the
ability at the property level to flag this room type as Can Be Meeting Room. Once checked
however, the user cannot unselect this Can Be Meeting Room flag at the property level. The Can
Be Meeting Room flag can only be marked on those room types not configured as Pseudo. A
room specified as Can Be Meeting Room and that is already checked in by being associated with
an event, cannot be checked out early using Early Departure Settlement option as it is inactive.
Component Room - A configured room type comprised of two or more room types is called a
Component Room. The Component Room is made up of multiple inter-connecting rooms (two or
more room types) that define the new component room room type. When a reservation is made
for a Component Room, Opera deducts one room from the Component Room room type, as well
as one room from each of the component room's physical rooms. Component Room functionality
can be used in a PMS-only environment or with PMS and ORS combined (in ORS, Component
Rooms are sometimes called Component Room Suites or Virtual Suites), although the
configuration and operation differs in the two environments.
The multiple room types are linked together to form a Component Room room type via the
Components button on the room type configuration screen. Once room types have been linked
together for the Component Room room type, the Components check box on the room type
configuration screen is automatically checked, indicating this is a Component Room. To enable
Component Room functionality, set the General>Component Rooms application function to Y.
If you want the inventory accounted for at the Room Number level, set the
Reservations>Component Verification application parameter to Y. If you want the inventory
accounted for at the Room Type level, set the application parameter
Reservations>Component Verification to N.
Reservations>Component Verification application parameter set to Y:
Component room inventory is accounted for at the property Room Number level.
Properties to fully understand and comprehend the impact of this functionality,
and in most cases the suggestion is to set this parameter to N.
Reservations>Component Verification application parameter set to N:
Component room inventory is accounted for at the Room Type level, in both PMS
and ORS.
Because ORS recognizes Room Types, this functionality can be used in a PMS
and ORS combined environment. The inventory will be correctly subtracted and
transferred in both systems. See Virtual Suite below and also ORS Component Room
Suite and PMS Component Room Environment.
Global Room Types - Global room types are logical categories that are set up to hold groups of
"regular" room types which usually share similar characteristics. For example, a REG global
room type might include the standard (STD) room type and the double (DBL) room type, both of
which might be very much alike. Physical rooms would never be assigned to a global room type,
although rooms would be associated with the regular room types that comprise the global room
type.
Global room types are used in a multi-property environment to run inquiries for room availability
by room type over multiple properties without having to specify the required room type for each
property.
Generic Room Types - This option allows the properties flexibility in making reservations
without specifying the exact room types. This generic room type is a grouping of several similar
room types within the same property. For example, if a hotel needs to block 5 double rooms, not
necessarily five double rooms with views or five double rooms without views nor five double
rooms in the tower just simply five double rooms. Reservations can be made for these generic
room types, but never actually checked in to these room types, as they do not exist. They
simply represent other physical room types for the property, and are a selling classification of
room types.
The generic room type does not have any physical rooms associated with it, but allows the
property to make a reservation for a room without specifying which type of room will actually be
assigned to the guest. Generic room types are useful for making group reservations, where the
actual room type is selected once the block is split.
Multiple generic room types can be created, as long as each is associated to a unique room
class. The room class acts as an umbrella to associate the generic room type to the actual room
types.
You cannot mark a room as Pseudo and Housekeeping within the Room Type Configuration for a
PMS only property. Also, all configured rooms (those marked as pseudo and those marked as
Housekeeping) display within the Rooms Maintenance screen.
Room types can be configured for multi-property Opera PMS installations (when the OPP MHOT
Multi-property PMS license is active) as well as for single-property standalone Opera PMS
installations, and for ORS installations (when the OPR<version number>ORS license code is
active). In multi-property installations, room type templates are available to simplify creating a
set of standard room types which may then be copied to the individual properties. Once copied
to a property, the room types may be modified to meet property needs, with a few exceptions
mentioned earlier in this topic. Using a standard template can reduce the time spent on room
type set up.
Template. Select the Template radio button to create and manage a set of room type
templates which can be copied to individual properties where they may be customized as
necessary.
Property. Select the Property radio button to display the room types that have been configured
at the property level. When you select this radio button you are prompted to choose the
property for which you wish to display room types. (Thereafter, the Property LOV becomes
available allowing you to choose a different property.)
Show Inactive. Available when the Property radio button is selected. Select this check box to
display inactive room types for the property. Room types may be set to inactive at the property
level only if there is no inventory available for that room type, for example. The same validation
checks for deleting a room type remain in effect for inactivating a room type. These include the
following: the room type cannot be associated with a rate code; it cannot be associated with a
current and/or future reservation; it cannot be associated with an active business block; it
cannot have room numbers associated with it; and it cannot be part of a component room type
configuration. (Inactive room types will not display as an option when you select the Room Type
LOV on the Reservation screen, when viewing the Rate Query Details screen, or when accessing
the Room Grid from within the Business Blocks module.)
Screen Features
The room type information is described in Adding and Editing Room Types, below.)
Room Type. Room type code. This identifier may be edited except for Pseudo Room Type and
Can Be Meeting Room room types. Once the Room Type has been saved for Pseudo Room
Type and Can Be Meeting Room room types, it may not be modified.
Note: The Room Type field is restricted to a maximum of 6 characters. In previous
versions, Room Type codes may have been configured with up to 20 characters. Although
this format is no longer allowed for Room Type fields, Opera will still recognize previously
configured Room Type codes longer than 6 characters as valid.
Number of Rooms. This field auto-populates with the number of rooms of this room type that
have been configured for the property. This view-only column will always be 0 for templates and
for rooms having the Generic Flag set to Yes. The Room Lists button, accessible at the
Property level, allows you to see the rooms belonging to this room type that have been
configured for the property.
Description. Text description for the room type. When the General>Profile Language
application function is set to Y, click the globe icon
to enter the description in other
languages. For more information, see Multi-language Descriptions.
Long Description. A fuller text description of the room type (2000 characters maximum). This
description will be displayed from various places in Opera, such as on the Room Type Detail
screen which appears when you click on a Room Type hyperlink in the Room Plan screen or the
Room Assignment screen.
Max. Occupancy, Max. Adults, Max. Children. These settings are used to define the
maximum number of individuals allowed in rooms of this room type. Max. Occupancy can be
used alone or in combination with Max. Adults and/or Max. Children. These values are
referenced throughout Opera, for example, when a room is assigned to a reservation, when
rates are set up based on occupancy, and when a room move is performed. A message will
prompt you when the maximum number of persons would be exceeded for a specific room. (You
may override the limitation if your Reservations>Override Max Occupancy permissions
allow.)
When used alone, Max. Occupancy sets the limit on the number of persons (adults and children)
that may occupy rooms of this room type. For example, if Max Occupancy is 3 and Max Adults
and Max Children are both blank (null), the room could be occupied by any mix of adults and
children not to exceed 3 persons: by 3 adults, or by 2 adults and 1 child, or by 1 adult and 2
children, or by 3 children, etc. When Max. Occupancy is used with Max. Adults and/or Max.
Children, the number of persons occupying the room may not exceed Max. Occupancy, nor may
the individual limits on the number of adults (Max. Adults) and/or the number of children (Max.
Children) be exceeded. This means that the Max Adults value and the Max Children values
cannot be individually greater than the Max. Occupancy value.
Note: A 0 (zero) in the Max. Adults or Max. Children fields means that none will be
allowed; a blank (null) field means that Opera will not perform any validation based on the
field value.
Note: Max. Adults and Max. Children may not be specified if Max. Occupancy is not
already specified. If Max. Occupancy, Max. Adults, and Max. Children are specified, then
Max. Occupancy is deleted, none of the values will be saved.
When the Max. Occupancy is defined at the room type level, this max occupancy number
defaults for a new room number of that room type. (See Room Tab for details.) Users can alter
this max occupancy for the room number. If Max. Adults and/or Max. Children values exist on
the room type level, these are referenced at the associated room number level.
EXAMPLE 1:
Max. Occupancy = 4, Max. Adults = 3, Max. Children = 3 on room type (assuming the room
number does not have a Max Occupancy field defined).
Reservation for 2 adults and 2 children would be accepted
Reservation for 4 adults would not be accepted
Reservation for 3 adults and 2 children would not be accepted
Reservation for 1 adult and 3 children would be accepted
Should the Max. Occupancy and Max. Adults/Max. Children fields be defined for a room type, the
Max. Occupancy will default for new room numbers of that room type. Assuming a room number
has its own defined max occupancy, this will be the total persons allowed for the reservation for
that room; the Max. Adults/Max. Children will be referenced from the room number's associated
room type.
EXAMPLE 2:
Room type ABC has Max. Occupancy = 4, Max Adults = 3, Max. Children = 2
Room 101 is an ABC room with Max. Occupancy = 5.
Acceptable value for reservation in room 101 is 3 adults, 2 children because the total maximum
occupancy is 5 for the room, even though the max occupancy for the room type is 4.
Room 102 is an ABC room with Max. Occupancy = 2.
Acceptable values for reservation in room 102 is 2 adults and 0 children, or 1 adult and 1 child,
or 0 adults and 2 children. The room type allows for more adults and children yet the max
occupancy for the room number is 2 and this value in total persons cannot be exceeded.
Room 103 is an ABC room with no Max. Occupancy defined for the room number; it is
blank (null)
Acceptable values for the reservation are pulled from the room type, that is, Max. Occupancy =
4, Max. Adults = 3, Max. Children = 2.
EXAMPLE 3:
Room type DEF has Max. Occupancy = 3, Max Adults = 1, Max. Children = 3
Room 108 is a DEF room with Max. Occupancy = null (blank).
Acceptable values for a reservation in room 108 is 1 adult, 0 children because the total
maximum occupancy is 3 for the room type.
1 adult, 1 child would be accepted
1 adult, 2 children would be accepted
0 adult, 1 child would be accepted
0 adult, 2 children would be accepted
Note: Room types appear in sequence order across the Rate Query screen. Only 10 room
types can be displayed at one timescrolling buttons will allow viewing of the any additional
room types.
Yield Status. (Available at the property level when a yield integration add-on license is active.)
Select the down arrow to specify whether the room type is yieldable or non-yieldable.
Yield Category. (Available at the property level when a yield integration add-on license is
active and when Yield Status is Yieldable.) Select the down arrow to choose the yield category
for this room type.
Pseudo Room Type. Select this check box if this room type will not be associated with physical
rooms included in inventory. Used for posting master (PM) rooms, for example. If this is flagged
at the template level, then it cannot be changed at the property level. (See the scenarios
outlined for the Can be meeting room option described below.)
Component Room. Available at the property level except for generic room types or pseudo
room types. Available when the General>Component Rooms application function is set to Y.
If you want the inventory accounted for at the Room Number level, set the
Reservations>Component Verification application parameter to Y. If you want the inventory
accounted for at the Room Type level, set the application parameter
Reservations>Component Verification to N. A component room room type combines two or
more room types into a single room type for inventory purposes. When the room type is made
up of component room types, the Component Room check box is selected and unavailable.
Select the Components button to define and edit the component room types and quantities.
See Component Rooms, below.
Component Room Suite functionality can be available in ORS (OPR<version
number>ORS license code is active) when the application parameter in PMS
Reservations>Component Verification is set to N. The term for this functionality
when combined with ORS is Virtual Suites. See ORS and PMS Component Room
Suite and Component Room Environment for more information.
Auto Room Assign. (Available only at the Property level and when the Reservation>Room
Type Auto Assign application parameter is set to Y.) Select this check box if you wish Opera to
auto-assign a room number to a new reservation when the reservation is made for this room
type and a room has not already been manually selected for the reservation. If no room
numbers belonging to this room type are available for auto room assignment at the time of
making a new reservation, a room number will not be automatically assigned to the
reservation. Auto room assignment is available only when you are creating a new reservation
except when creating a new reservation for a sharer by selecting a profile (see Shares), or
when creating new reservations by splitting a multi-room group reservation (see Group
Rooming Lists). Please be aware that if this check box is selected and then is hidden by setting
the parameter to N, the functionality throughout Opera will still work the same as if it was
displayed and selected. Just because the parameter is set to N, the check box is still selected
and room numbers will automatically be assigned to new reservations for this room type.
Auto Populate. (Available when the OPR<version number>ORS license code is active and
the Reservation>Room Type Auto Populate application parameter is set to Y.) Available
when the Property check box>Edit button is selected. Select the Auto populate check box if
you want this room type to be included when a new rate code is created for the property
(Configuration>Rate Management>Rate Classifications>Rate Codes). On the Rate Setup
- Rate Header screen, this room type will automatically default for all new Rate Codes in the
Room Type field on the Rate Code Header screen. Users may remove this room type or add
other room types to the Rate Header. Please be aware that if this check box is selected and then
is hidden by setting the parameter to N, the functionality throughout Opera will still work the
same as if it was displayed and selected. Just because the parameter is set to N, the check box
is still selected and this room type to be included when a new rate code is created for the
property.
Housekeeping. The Housekeeping check box enables guest room for all housekeeping
functions. Pseudo rooms that are also flagged as Can Be Meeting Rooms can be flagged for
housekeeping too, in order to be able to set these rooms out of order/out of service.
Note: If the Rooms Management>Facility Management application function is set to
Y, select the Housekeeping check box to enable setting up facility tasks for rooms
having this room type. When a guest is checked into this room type, the Facility
Scheduler option will be available on the Reservation screen options menu.
Note: Component room room types cannot be flagged for Housekeeping. When attaching
individual room types to a component room room type, if the component room room type
was originally flagged for Housekeeping, Opera automatically un-flags it and flags the
individual room types that comprise the component room. This action is taken without a
message or user prompt.
Send to Interface. Select this check box to send a check-in message to the various property
interfaces for this room type. For example, you may wish to activate the phone interface or the
in-room movie system.
Note: If the Send to Interface check box is not selected, virtual numbers functionality is
bypassed for rooms associated with this room type (i.e., the Virtual Pools tab is not
available on the Room screen for these rooms).
Can be meeting room. Select this check box if the room type can be converted to a meeting
room and is available for sell to the Sales & Catering application (OPS<version number>). If
this is flagged at the template level, then it cannot be changed at the property level. The
following room types scenarios would require these settings:
Sleeping-room room type only
Pseudo room type flag inactive
Can be a meeting room flag inactive
Function space/meeting-room room type only
Pseudo room type flag active
Can be a meeting room flag active
Sleeping-room room type that can also be use as meeting room
Pseudo room type flag inactive
Can be a meeting room flag active
PM room type
Pseudo room type flag active
Can be a meeting room flag inactive
Note: When a Room Type is configured with the 'Can be a meeting room' flag
checked, this option is made available on the Rooms - New screen. When
checked on the Rooms screen, this option then activates three additional tabs:
Function Space Details Tab, Rate/Combo Tab and the Space Details Tab.
Once this option is checked, it cannot be undone.
Features. (Available at the property level.) Select the down arrow to display the Select Features
LOV. From the list, choose those room features that apply to this room type. (Room features are
configured using Configuration> Profiles> Preferences>Room Features.) The features
selected here become the default room features for this room type, and they will copy to all
rooms belonging to the type. (These defaults may be changed for individual rooms of this room
type when the room is configured.)
Facilities. (Available at the property level when the Rooms Management>Facility
Management application function is set to Y.) Select the down arrow to display the Facility
Tasks screen. This screen allows you to configure the tasks (for example, total cleaning, light
touch, dusting, etc.) that are associated with this room type, along with their frequency and
priority. (See Room Types and Facility Management, below.) This field is only accessible for
those room types configured with the Housekeeping check box selected.
Initial Round Up. When the ORMS OPO_, OPH_, or OPK_ license code is active, the Initial
Round Up and Increments fields are available when either the Rates>Prevailing Rate by
LOS application function is set to Y or when the Rates>Daily Rates application function is set
to Y. These fields are also available when the legacy revenue management system TLP with the
OPP_OPUS add on license is active and the Rates>Prevailing Rate by LOS application
function is set to Y). This affects ORMS Prevailing Rates and ORMS Daily Rates functionality. The
digit of the Initial Round Up value for the rate will replace the last two whole numbers and any
decimals of the rate, according to your specification during dynamic calculations. In Multiproperty environments, Initial Round Up and Increments may be configured at the individual
property level only. (They are usually provided by the yield management system, but you may
edit them.) These fields are not available when creating or editing room type templates. See
Rates by Day by Room Type by LOS for details. For information on ORMS dynamic daily
rates, for ORMS v5.0.02.02 see ORMS Configuration Tab>Miscellaneous, or for ORMS ADF
11, v5.0.02.03+ see ORMS Configuration Miscellaneous.
Increments. When the ORMS OPO_, OPH_, or OPK_ license code is active, the Initial
Round Up and Increments fields are available when either the Rates>Prevailing Rate by
LOS application function is set to Y or when the Rates>Daily Rates application function set to
Y. These fields are also available when the legacy revenue management system TLP with the
OPP_OPUS add on license is active and the Rates>Prevailing Rate by LOS application
function is set to Y). This affects ORMS Prevailing Rates and ORMS Daily Rates functionality. The
Increment value for the rate is a whole number that is equal to or greater than the Initial Round
Up amount. The increment is added to the calculated rate after the Initial Round Up is applied.
In Multi-property environments, Initial Round Up and Increments may be configured at the
individual property level only. (They are usually provided by the yield management system, but
you may edit them.) These fields are not available when creating or editing room type
templates. The Increment must be equal to or greater than the Initial Round Up. When you save
this screen, any decimal will be truncated and rounded up if necessary. See Rates by Day by
Room Type by LOS for details. For information on ORMS dynamic daily rates, for ORMS
v5.0.02.02 see ORMS Configuration Tab>Miscellaneous, or for ORMS ADF 11, v5.0.02.03+
see ORMS Configuration Miscellaneous.
Function Buttons
Inventory. (Available at the property level) when the Reservations>Item Inventory
application function is set to Y.) Select this button to display the Room Type Inventory Limit
screen. This feature allows you to control the quantity of specific inventory items attached to a
reservation based on the room type.
Room Lists. (Available at the property level.) Select this button to display the Room Lists
screen. This is a view-only display of the rooms that are associated with this room type. (Not
available for generic room types.)
Components. (Available at the property level.) Select this button to display the Suite
Components screen. Use this screen to select the component room types for a room type that is
made up of multiple room types. When components have been selected, the Component Room
check box is selected and unavailable. (Not available for generic room types or pseudo room
types.) See Component Rooms, below.
Image. (Available at the property level.) Select this button to display the Image Maintenance
screen. Use this screen to view available images of room types and select an image to be
displayed. Room type images are available from the Sales screens by selecting the Rm. Image
button. Images may also be displayed from the Room Blocking screen, the Room Plan screen
and the Floor Plan screen. Only images with the file extension of .jpg, .bmp, .gif, .cals, .jfif,
.pict, .ras, .tiff, and .tpic can be used.
Component Rooms
Overview
A component room is a room type that is commonly used to define a suite, comprised of multiple
inter-connecting rooms that define a single room of a new room type. Multiple room types may
be linked together to form a component room via the Components button on the room type
configuration form. Once room types have been linked together for the component room, the
Components check box on the room type configuration form is automatically flagged for the
user.
The level that is used to account for inventory is controlled by the Reservation>Component
Verification application parameter. If the parameter is set to Y, component room inventory is
accounted for at the room number level. If the parameter is set to N, the component room
inventory is accounted for at the room type level. See Component Verification below for a more
detailed explanation.
The component rooms functionality is available when the General>Component Rooms
application function is set to Y. A component room room type is a room type that is comprised of
two or more specific room types, for which inventory is accounted for at the room number level
(the Component Verification application parameter is set to Y).
Component rooms are always referred to as "Virtual Suites" in ORS or if the Component
Verification application parameter is set to N in PMS, because inventory is accounted for at the
room type level only. See ORS and PMS Component Room Suite and Component Room
Environment for more information.
Opera allows you to combine "regular" room types as well as other component room room types
into a component room room type. In other words, if your needs dictate, you may have
component rooms inside component rooms to any level.
Examples
Here are two examples that illustrate hierarchical levels of component rooms and how various
bookings affect availability:
Example 1 - Component Rooms with 1 Level
Assume the hotel has 4 physical rooms.
Number
Room Type
KNGS
PARLOR
DBLS
These rooms are used in the following ways to compose 1 KING SUITE and 1 DOUBLE SUITE.
The following matrix shows Availability by Room Type when rooms of various room types are
booked. These changes in availability as various room types are booked would be visible in
Operas Rate Query, Maximum Availability, and Detailed Availability screens.
Room Type:
KNGS
DBLS
PARLOR KING
SUITE
DOUBLE
SUITE
Hotel
Availability
If 1 KNGS is
Booked
If 1 DBLS is
Booked
If 1 KING
SUITE is
Booked
If 1 DOUBLE
SUITE is
Booked
Example 2 - Component Rooms with 2 Levels (Component Rooms Within Component Rooms)
Assume the hotel has 4 physical rooms.
Number
Room Type
KNGS
PARLOR
DBLS
These rooms are used in the following ways to compose 1 KING SUITE, 1 DOUBLE SUITE, and 1
PRESIDENTIAL SUITE.
The following matrix shows Availability by Room Type when rooms of various room types are
booked. These changes in availability as various room types are booked would be visible in
Operas Rate Query, Maximum Availability, and Detailed Availability screens.
Room Type:
KNGS DBLS
PARLOR KING
SUITE
DOUBLE PRESIDENTIAL
SUITE
SUITE
Hotel Availability
If 1 KNGS is
Booked
If 1 DBLS is
Booked
If 1 KING SUITE is 0
Booked
If 1 DOUBLE
SUITE is Booked
If PRESIDENTIAL
SUITE is Booked
The G1SS component room type consists of 1 PA room and 1 S room; the G1SM component
room type consists of 1 PA room and 1 M room. The configuration would look like this:
With this configuration, 7 physical rooms will be deducted: PA (3) + S (2) + M (2) = 7 Total
Configuration
Note: When configuring room types and room numbers for component rooms, the
suggested order is as follows:
1. Create room types
2. Create component room room types
3. Create component room room types that contain other component room room
types (referencing room types and first-level component room room types)
4. Create room numbers
Select the New button to add room types to the component room room type. Use the Delete
button to remove room types from the component room room type.
Note: You may not add a room type as a component of a component room if that room
type is associated with a currently reserved or occupied room.
Opera imposes no restrictions on the room class or room type of the individual components of a
component room, or on the resulting component room itself. (Room classes are available if the
General>Room Class application function is set to Y.) For example, assume the property has
the following room classes and room types:
Room Type
Room Class
TK
TOWER1
CK
TOWER2
A component room could be made up of the TK and CK room types even though these room
types belong to different room classes. The room class of the resulting component room can be
the same as either of the room types, or a completely different room class. When reporting for
the component room, the room class associated with the component room room type will be
used, rather than the room classes of its elements.
Component Verification
Note: Please be sure that you, as the user, understand the complete functionality and
change in behavior to the inventory handling that will occur before activating the
Reservations>Component Verification parameter. Please see the Application
Parameters Help, Component Verification Parameter for complete details on the
parameter.
Activating the Reservations>Component Verification parameter will cause differences in
availability screens regarding component room availability should a reservation be assigned a
room number that is part of a component room, the availability will now show the component
room as also not available for sale. Below are examples of what can occur to a property's room
availability by activating this parameter.
In the following example, a property has a physical inventory of 16 DLX rooms and SUI
Component Rooms are comprised of 4 DLX rooms. Making 4 SUI Component Rooms available at
the property.
SUI
101234
201234
301234
401234
DLX
101
201
301
401
DLX
102
202
302
402
DLX
103
203
303
403
DLX
104
204
304
404
Scenario
Parameter Off
Parameter On
DLX Rooms
SUI Component
Rooms
DLX Rooms
SUI Component
Rooms
DLX 101
DLX 101
assigned
15
15
4 DLX
4 DLX Rooms
assigned
11
11
DLX 201
DLX 201
assigned
10
10
DLX 301
DLX 301
assigned
3 DLX
3 DLX Rooms
assigned
DLX 401
DLX 401
assigned
2 DLX
2 DLX Rooms
assigned
SUI
SUI Component
Room assigned
-1
-1
3 DLX
3 DLX Rooms
-4
-1
-4
-1
assigned
Scenario
Parameter Off
Parameter On
DLX Rooms
E4 Component
Rooms
DLX Rooms
E4 Component
Rooms
DLX 101
DLX 101
assigned
15
15
DLX 201
DLX 201
assigned
14
14
DLX 301
DLX 301
assigned
13
13
DLX 401
DLX 401
assigned
12
12
See Also
Room Classes
Facility Management
Facility Tasks
Room Configuration
ORS and PMS Component Room Suite and Component Room
Environment
Allowable Combinations
Number of Cribs
Number of Rollaways
Items listed in groups may also be attached to reservations independent of other items in the
group, provided they do not exceed the maximum number specified in the group. If only Group
A were configured, you could attach one or two cribs to a reservation for a DLX room without
attaching a rollaway. Or you could attach one rollaway without attaching a crib. However, to
allow more than one rollaway or more than two cribs, you would need to set up separate groups
(e.g., Group B and Group C in the example).
Note: Inventory items that are not controlled for a given room type (that is, inventory
items that are not identified in any of the room type inventory limit groups for the room
type), have no restriction on the quantities that may be associated with that room type.
To access this feature, select the Inv. Limit button from the (property level) Room Types screen
(Configuration>Reservations>Room Classifications>Room Types). The Room Type
Inventory Limit Combinations screen appears.
Note: You may also access the Room Type Inventory Limit Combinations screen by
selecting the Inv.Limit button from the Item Inventory screen, which is accessed by
selecting the down arrow on the Item Inv. field of the Reservation screen. When
accessed this way, the Room Type Inventory Limit Combinations screen is view only.
EXAMPLE:
Each Item Inventory Group defines the quantity of items that can simultaneously be placed in a
room. In the event an inventory item is not defined within a group, Opera assumes there is no
maximum allowed number and therefore accepts any quantity. Quantities of 0 must be explicitly
defined.
Assuming a room type can accommodate either a crib or a rollaway, but not both
simultaneously, the following configuration of inventory limits would need to be set up:
Group CRIB - 1 Crib 0 XBed
Group XBED - 1 XBed 0 Crib
Opera evaluates ALL defined Inventory Limit Groups upon saving a reservation. Therefore, each
groups inventory limits must be satisfied for the items to be saved to a reservation without a
warning. Using the above example the following would be the outcomes when saving a
reservation with each of the stated inventory items:
1 Crib
allowed
2 Cribs
not allowed
1 XBed
allowed
2 XBed
not allowed
1 Crib, 1 XBed
not allowed
The screen lists the room type inventory limit groups configured for the current room type.
Search Criteria
To locate a specific group, enter the Group Description and select the Search button.
To create a new inventory item group, select the New button. To edit an existing group,
highlight your choice in the Group Description field and select the Edit button. The Room Type
Inventory Limit Combinations - New or Room Type Inventory Limit Combinations - Edit screen
appears.
Fields
This screen shows the following information about the room type inventory limit group.
Group Description. Descriptive name of the group.
Item. Inventory item for which a maximum quantity has been set.
Maximum Quantity. Maximum quantity of the inventory item for the current room type.
See Also
Room Types
Item Inventory Configuration
Definitions
Component Room Suite - For ORS purposes, when speaking of a configured room type
comprised of two or more room types, we call it a Component Room Suite. The Component
Room Suite is a configured room type that is made up of multiple inter- connecting rooms, each
room defined as component room type. When a reservation is made for a Component Room
Suite, Opera deducts one room from the Component Room Suite room type, as well as one room
from the Component Room Suite's component room types.
Virtual Suite - Virtual Suite functionality is available for configuration and operation in ORS in an ORS and PMS-combined environment. In ORS, the multiple room types are linked together
to form a Virtual Suite room type via the Components button on the room type configuration
screen. Once room types have been linked together for the Virtual Suite room type, the
Components check box on the room type configuration screen is automatically checked,
indicating this is a Virtual Suite. To enable Virtual Suite functionality for use in a centrally
managed environment, set the Reservations>Component Verification application parameter
(visible in PMS only) to N. When the parameter is set to N, component room inventory is
accounted for at the Room Type level. Inventory is viewed and maintained in both PMS and
ORS systems. Refer below for Preliminary Setup and Overview of Virtual Suites Setup for
ORS and PMS.
Preliminary Setup
To enable Component Room and Virtual Suite functionality and to ensure compatibility
between ORS and PMS, the following application settings must be set:
In PMS, set the General>Component Rooms application function to Y.
In PMS, to make the inventory accounted for at the Room Type level, set the
application parameter Reservations>Component Verification to N.
Note: If the Reservations>Component Verification application
parameter is set to Y, the inventory accounted for is at the Room Number
level. ORS does not handle room numbers, only room types, and thus may
not accurately receive or update inventory. Virtual Suites configuration
and operation in ORS is at the Room Type level only. For this reason, to
ensure inventory is correct for both PMS and ORS, this parameter setting
must be set to N.
In ORS there are no additional parameters or licenses required.
Configure the Rooms (inventory) for the Component Suite on the Room List
screen. (Configuration>Reservations>Room Classifications>Room Types>New
or Edit>Room Lists).
For each room, indicate the component rooms that make up that Suite room
type (Configuration>Reservations>Room Classifications>Room Types>New or
Edit>Room Lists>Component Rooms LOV).
Ensure that the Room Types are associated with Rate Codes and Rate Schedules,
so they can be sold.
Reservation Flow
Book a Reservation in ORS for a Virtual Suite
Example: On the ORS Sales Screen/Rate Availability screen, the inventory listed for the three
component room types (1RXS, 2RFD, and 3LFB) comprising the Virtual Suite, and the Virtual
Suite room type itself (4SUITE), contain the same amount of inventory, i.e. 16.
Book a reservation for the Virtual Suite (4SUITE).
After making the reservation, note that the Detailed Availability screen
(Ctrl+F2) displays the component room types comprising the Virtual Suite, and the
Suite room type itself, as deducted by one room. The inventory amount for each is now
15.
The reservation and confirmation transfers to PMS.
After the reservation is received in PMS, the Suite and its components are all
deducted by 1, matching the ORS inventory of 15. This can be viewed on the Detailed
Availability screen for the property in PMS.
See Also
Room Types
Room Components
Room List
and Function
Space List
Room Tab
Statistics
Tab
Virtual Pools
Tab
Defining Rooms
Before you can define rooms and function spaces, you must have already defined room types,
room classes and preferably room features.
You must define each sellable room unit. That means that in the case of a two bedroom parlor
suite, you must create each of the two bedrooms and the parlor separately as long as it is likely
that each of the three rooms might be sold separately. If there is only one outside door, then the
suite must be created as only one room. If the suite is sold as a single unit 99% of the time,
then create the suite as one room rather than as a combination of two or three.
Note: Your Opera Front Office License code is linked to the number of rooms in your
property. Before adding rooms to your configuration, you will need to contact your
MICROS Opera distributor and apply for a new license code. The same applies for deleting
rooms. Your license code is valid for a range of rooms always starting on the ten reaching
through the next nine rooms, e.g., 0-9, 10-19, 20-29, etc. If you add rooms above, or
delete rooms below, this range, you will receive a license code violation and will be unable
to access Opera.
Note: In certain circumstances this screen displays function spaces instead of "sleeping
rooms." Function spaces include rooms that are used for meetings and catering events.
The Function Space List screen appears when the Opera Sales & Catering license code
(OPS <version number>) is active and you select Configuration> Reservations>
Function Space Classifications>Function Space; or when the S&C license is not
active, but the Blocks>Diary (Function Diary) application function is set to Y and you
select Configuration> Reservations> Catering> Function Space.
Search Criteria
To find a specific room or group of rooms, enter your search options and select the Search
button.
Property. Available when the MHOT add-on PMS Multi-Property license code is active. Select
the down arrow to choose the property at which you wish to search for rooms. The default is
your log-in property.
Room Type. Select the down arrow to choose the room type for which you wish to search.
Room Class. Select the down arrow to choose the room class for which you wish to search.
Room. Enter the room number for which you wish to search.
Deleting Rooms
To delete a room, highlight your choice on the Room List screen and select the Delete button.
(Alternatively, you may highlight the room, select the Edit button, then select the Delete button
from the Rooms - Edit screen.) The following situations prohibit the deletion of a room;
appropriate messages will be displayed.
You may not delete a room is it is assigned to a current or future reservation.
You may not delete a room if the room is part of a component room. You must
first edit the component room and, on the Rooms - Edit screen, remove the room from
the Component Rooms field. See Room Tab and Room Types for details.
You may not delete a room that has a room condition code assigned to it. See
Room Conditions for details.
If the room is configured in a task when the Rooms Management>Task
Assignment application function is set to Y, the room can't be deleted until the room
is excluded from the task.
If the room is scheduled for maintenance, the room can't be deleted until it is
excluded from the maintenance list.
When the Cashiering>Open Folio application parameter is set to Y and the
room has reservations with the open folio attached, then the room can't be deleted.
When the Cashiering>Pre Stay Charges or Cashiering>Post Stay Charges
application functions set to Y and the room has reservations with pre or post stay
charges attached, then the room can't be deleted.
Copy Grid
Enter the following information and select the OK button to add or select the Delete button to
delete.
Room. Enter the room number(s) for the new room(s) which you wish to pattern after the room
you highlighted.
Feature. To add or delete features from the room, select the down arrow next to the Feature
filed. When setting up function spaces, this column is not displayed as function spaces do not
use features. See Function Space Tab for details
Key Options. Select the down arrow to choose key options. Key options may, for example,
direct the key interface to encode the room key so that it enables access to an exercise room or
to the pool, as well as to the guest room. The default options for the guest's room appear here if
a room has been assigned and if the room has default key options associated with it.
When editing a room, Opera shows the total Current number of rooms in inventory in the screen
title bar.
The tabs available on this screen differ depending on whether you are working with sleeping
rooms or function spaces. The links under See Also provide details about the various tabs that
may appear on this screen.
Note: If you decide to change a room number, Opera automatically updates all pertaining
files (reservations, out of order and room type files). Whenever you change a room
number, make sure that any room-related interfaces are also updated so that charges
coming from interfaces will be posted to the correct room.
Note: Whenever you add, delete or change a room, Opera will recalculate the number of
rooms belonging to each room type and generic room type automatically.
Image. (Available at the Property Level in Multi-Property PMS where the OPP MHT2 add-on
license is active, and at ORS installations.) Select this button to display the Image
Maintenance screen. Use this screen to view available images of rooms and select an image to
be displayed. Room images are available from the Cross Reservations and Sales screens by
selecting the Rm. Image button. Images may also be displayed from the Room Blocking screen,
the Room Plan screen and the Floor Plan screen. Only images with the file extension of .jpg,
.bmp, .gif, .cals, .jfif, .pict, .ras, .tiff, and .tpic can be used.
Repeat. The Repeat feature appears on the Rooms - New and Rooms - Edit screen, and it is
used to quickly configure multiple rooms that are similar. Select the Room field down arrow to
choose the number of the room you wish to copy and select the Repeat button. See Copying
Room Setup, above, for details.
New. Select the New button to set up a new room. The links under See Also provide details
about the various tabs that may appear on this screen.
Delete. Select this button to delete a room setup record.
Note: Only delete a room when you are absolutely sure that you do not need it anymore.
See Also
Room Tab
Statistics Tab
Virtual Pools Tab
Function Space Tab
Room Details Tab
Rate/Combo Tab
Room Tab
Note: Prior to configuring rooms, you should configure room types and preferences.
Select Configuration>Reservations>Room Classifications>Rooms to set up and manage
room configurations for the property. The Room tab holds information that describes the basic
characteristics of the room.
Property. Property for which you are currently adding or changing room information.
Room. Room for which you are currently adding or changing room information. Select the down
arrow if you wish to choose another room. When configuring a new room, enter a new room
number based on the following guidelines.
Opera allows up to six alphanumeric characters for the room number; however, it is not
advisable to use more than four characters as longer numbers will be truncated to four
characters in certain availability and reports displays. Rooms do not need to start with or include
numbers, and may include letters. Opera always sorts the rooms alphanumerically, with
numbers coming before letters. Spaces are not allowed inside the room number.
It is recommended that properties with more than 10 floors number their rooms as follows:
0101, 0102... 0199, 0200... 0300 .... 0900... 0999, 1000... 1100...
Properties with several buildings may wish to number their rooms A101, A102,
B101, B102, etc. Room Class could also be used for this purpose.
Room Type. Each room must belong to a room type. Opera allows you to assign rooms only to
room types which have already been created. If you do not enter a room type while entering
the room numbers, Opera displays a drop down list where you can select the appropriate room
type.
Room Class. (Available if the General>Room Class application function is set to Y.) The
category or group to which the room type belongs. This field will fill automatically when the
room type is selected. It is view-only.
Description. Description of the room, for example Beach Front or Cottage King. The default
is the description associated with the selected room type.
Globe icon. (Available if the General>Profile Language application function is set to Y.)
Selecting this icon displays the Multi-language Descriptions screen. The fields Language Code,
Language Description, and Description can be used to hold room descriptions in other languages.
Since you can write a fairly comprehensive description of the room and its features here in
several languages, the description can then be included in various confirmation letters and other
mailings as required.
Published Rate Code. Select the down arrow to choose the rate code representing the
"standard" rate for this room (e.g., RACK). Opera uses this code to calculate the typical rate for
the room in order to print rate variance reports. This entry is strictly for calculating the rate
variance and has no bearing on the reservation. Neither will Opera suggest this rate code when
reserving this room.
Published Rate Amount. If you do not have a standard rate code for this room, or you want to
use an amount that is different from the standard rate in order to calculate the rate variance,
you can type the actual amount here. This rate is only for informational purposes and used only
on the rate discrepancy report. This field is optional.
Floor Preference. Select the down arrow to choose a floor preference code for this room.
Preferences are defined in Configuration>Profile>Preferences. Floor preferences that have
been configured for the Floor preferences group are available for selection. The floor preference
associated with the room will be used when the guest expresses a floor preference at the time a
room is assigned.
Smoking Preference. Select the down arrow to choose a smoking preference code for this
room. Preferences are defined in Configuration>Profile>Preferences. Smoking preferences
that have been configured for the Smoking preferences group are available for selection. The
smoking preference associated with the room will be used when the guest expresses a smoking
preference at the time a room is assigned.
Phone Number. Phone number assigned to this room, if applicable. For information purposes
only.
Max Occupancy. This field contains the maximum number of people that, under normal
occupancy conditions, would sleep in this room. When the room is assigned to a reservation,
Opera will check whether the number of persons in the reservation exceeds the number defined
here and will issue a warning if that is the case. If no setting is entered in this field, the Max.
Occupancy value is pulled from the room type. (See Room Type for details.)
Features. Select the down arrow to choose room feature preferences associated with this room.
Room Feature preferences references are defined in Configuration>Profile>Preferences.
Room Feature preferences that have been configured for the Room Features preferences group
are available for selection. The room feature preferences associated with the room will be used
when the guest expresses a feature preference at the time a room is assigned.
A feature is a characteristic of the room which does not significantly affect the rate or the
demand on the room. You could think of a feature as being any aspect of the room for which a
specific availability does not need to be kept. Examples of features would be rooms near an
elevator, rooms on a high floor, rooms with handicap facilities, rooms with a fireplace or rooms
with a specific view. Obviously, there are some cases where features need to be considered a
room type. In a property that has a limited amount of rooms with a fireplace which are
specifically requested by the regular guests, then an availability must be kept and in result, the
fireplace rooms would have their own room type. If the bed type is not directly related to the
rate, then bed type can be considered a feature rather than a separate room type. At check in
time or when pre-assigning rooms, Opera can search for rooms by feature as well as by room
type.
Component Rooms. When the General>Component Rooms application function to Y, this
field is available when the entry in the Room Type field is a component room room type.
Individual rooms (or other component rooms) are combined to form a component room. Select
the down arrow to choose the physical rooms that are components of the component room. See
Room Types and Room Components for details.
Display Sequence. How rooms are displayed when listed on room lookup screens such as the
Room Assignment screen and the Room Plan screen is determined by the
Reservations>Room Display Order application setting. When the S setting is selected, the
display order is controlled by the sequence number assigned here in room configuration. (Other
Reservations>Room Display Order options are A (ascending numeric room number order)
and D (descending numeric room number order).
This sequence number will work with the already existing Room Type Display Sequence (see
Configuration> Reservations> Room Classifications> Room Types). Rooms will display
based on their assigned room display sequence and, in the absence of an assigned room display
sequence, on the room type display sequence for the rooms room type. If neither the room nor
the rooms room type have a display sequence, display will be in ascending room number order.
See the following examples:
Example 1: Assume that room types are assigned the following display sequences:
TK (Room Type Seq. 1)
TD (Room Type Seq. 2)
DLX (Room Type Seq. 3)
Assume that rooms are assigned the following display sequences:
TD 201 (Room Seq. 1)
TK 101 (Room Seq. 2)
TD 202 (Room Seq. 3)
DLX 302 (Room Seq. 4)
In this case, room type does not come into play because all rooms have a room display
sequence assigned. Only the room sequence will be taken into consideration when rooms are
displayed:
201 (Room sequence 1)
101 (Room sequence 2)
202 (Room sequence 3)
302 (Room sequence 4)
If two rooms have the same room display sequence, room number determines the display
position.
Example 2: If no room display sequence is defined for one or more rooms, but a room type
display sequence is available, the display position is based on the room type display sequence.
Assume that room types are assigned the following room type display sequences:
TK (Room Type Seq. 1)
TD (Room Type Seq. 2)
DLX (Room Type Seq. 3)
Assume that rooms are assigned the following room display sequences:
TD 201 (None)
TK 101 (None)
TD 202 (Room Seq. 2)
DLX 302 (None)
In this case, both room type sequence and room sequence come into play:
101 (Room type sequence 1)
201 (Room type sequence 2)
202 (Room sequence 2)
302 (Room type sequence 3)
If two rooms have the same sequence (room or room type), ascending room number order
determines the display position.
If the user selects the S in the Room Display Order option and does not configure sequences for
room types or rooms, rooms will display in ascending numeric room number order by default.
Note: When the S Room Display Order option is selected, the Least Used Rooms feature
(Rooms Management application parameter Least Used Rooms) cannot be activated.
Connecting Rooms. When the Reservations>Connecting Rooms application parameter is
set to Y, if two or more rooms can be connected to make a suite, select the down arrow to
choose the numbers of the connected rooms. The Connecting Rooms screen appears. Select the
New button from the Connecting Rooms screen to choose the rooms that connect to the current
room.
When the room currently being configured is assigned to a reservation either at the time the
reservation is being created or when it is being updated a message appears: "The room
selected has a connecting room(s). Would you like to create a reservation for room <connecting
room number>?" If you reply Yes, a duplicate reservation is automatically created for the guest;
the duplicate reservation has the connecting room assigned. If there are multiple connecting
rooms, you are given the opportunity to create a reservation for each of them. The "connecting
rooms" prompt is not displayed when you select a connecting room while checking in a guest
from the Arrivals screen or the Reservation Search screen.
Square Units. Room square- foot or square-meter area, if applicable. For information purposes
only.
Measurement. Room length and width, if applicable. For information purposes only.
Key Code. Only displayed when a Key interface exists for the property, this displays the Door
key code for this room, if applicable. For information purposes only.
Key Options. Only displayed when a Key interface exists for the property, select the down
arrow to choose the key options that should be defaults when keys are cut for guests assigned
to this room. Key options depend on the capabilities of the key interface; typically, they can be
used to designate selected rooms or hotel areas (e.g., Pool, Executive Level, Exercise Room)
that can be included in the specifications when keys are generated for a guest's room (see
Interfaces and Cut Keys screen for details). Key options are set up under Preferences,
where they belong to the Key Options preference group.
Turndown. Available if the Rooms Management>Turndown application function is set to Y.
Select this check box if turndown service is to be the default for this room. The setting here will
propagate to any reservation to which this room is assigned; however, the option can be
changed using the Turndown check box on the Room Instructions screen (select the
Housekeeping button from the Reservation Options screen). Selecting the Turndown check box
will apply to the entire reservation stay.
Note: In addition to the Rooms Management>Turndown application function being set
to Y, in order for the Turndown check box to appear on the Room tab, the associated
room type (shown in the Room Type field) may not be designated as a Pseudo Room
Type, the associated room type must have the Housekeeping check box selected, and
the room may not be designated as a function space.
Can Be Unit. When the OPV_ <version number> Opera Vacation Ownership license code
is active, select this check box to make the room eligible as a unit that can be associated to a
contract. The number of rooms that can be configured as a unit cannot exceed the number of
rooms that has been set by the OPV_<version number> Opera Vacation Ownership license
code. If this number is exceeded, then the OVOS functionality will become inactive in Opera.
This check box will be inactive when associated to an active contract.
The Can Be Unit check box can only be checked for a component room number, as long as the
individual room numbers that comprise the component room have already been selected as Can
Be Unit. For example, Room 101 and Room 102 have been selected as Can Be Unit. Room 1012
is a component room comprised of 101 and 102. Room 1012 can now be selected as Can Be
Unit. Assuming 101, 102, and 1012 are all marked as Can Be Unit, rooms 101 or 102 cannot
have the Can Be Unit check box de-selected as 1012 is already selected as Can Be Unit.
Note: The up to number of rooms does not include the count of component rooms marked
as Can Be Unit rooms because the individual rooms that make up the component room are
already included in the up to number of rooms.
Meeting Room. Select this check box if the room can also be configured as a meeting room.
Housekeeping Section
Note: Section and Credits fields do not display for rooms that are assigned to component
room room types. These features are applied at the level of the individual rooms that
comprise the component room.
Credits will be calculated depending on the reservation status (i.e., either Stayover or
Departed).
Turndown Credits. This field appears if the Rooms Management>Turndown application
function is set to Y, the Rooms Management>Housekeeping Credits application setting
value is NOT set to NONE, and the Turndown check box is selected for the room. Enter credits
or time allotments corresponding to the amount of time necessary to provide turndown service
for the room. The default value for this field is blank.
Button Functions
Image. (Available at the property level in multi-property PMS where the OPP MHT2 add-on
license is active, and at ORS installations.) Select this button to display the Image
Maintenance screen. Use this screen to view available images of rooms and select an image to
be displayed. Room images are available from the Cross Reservations and Sales screens by
selecting the Rm. Image button. Images may also be displayed from the Room Blocking screen,
the Room Plan screen and the Floor Plan screen. Only images with the file extension of .jpg,
.bmp, .gif, .cals, .jfif, .pict, .ras, .tiff, and .tpic can be used.
Repeat. Select to repeat the room details and features to another room. When a Key interface
exists for the property, then the Key column is displayed when repeating a room.
See Also
Rooms Setup
Statistics Tab
Virtual Pools Tab
Statistics Tab
Select Configuration>Reservations>Room Classifications>Rooms to set up and manage
room configurations for the property. (You may also access this screen by selecting
Configuration>Reservations>Function Space Classifications>Function Space when the
OPS<version number> Opera S&C license is active.) On the Rooms - New or Rooms - Edit
screen, the Statistics tab holds statistical information about the room you are currently
configuring.
The fields shown on the Statistics tab are provided for information purposes and are view only.
Room Status. Current room status of the room, for example, Clean (CL), Dirty (DI), Out of
Order (OO), and Out of Service (OS). If the Rooms Management>Inspected Status
application function is set to Y, the Inspected (IP) status is also available. The room status is
updated automatically based in certain events (such as guest check in and departure) and can
be changed manually by using the Rooms Management>Housekeeping>Housekeeping
Management option.
FO Status. Current front office status of the room: either OCC (occupied) or VAC (vacant)
depending on whether guests are currently checked in to the room.
HK Status. Current housekeeping status of the room: either OCC (occupied) or VAC (vacant)
depending on housekeeping check.
Persons. When a room is occupied, the number of persons on the reservation at the time of
check in. Zero appears here for vacant rooms.
See Also
Rooms Setup
Room Tab
Virtual Pools Tab
Select the New button to display the Available Pools list. The virtual number pools listed here
depend on which pools have been set up for the property using the option System
Configuration>Setup>Virtual Numbers. The Virtual Pools tab allows you to activate the
required virtual number pools for the current room.
When you check a guest into this rooms, Opera will allow you to select virtual numbers only
from the pools selected for the room using the Rooms screen Virtual Pools tab.
See Also
Setting Up Virtual Numbers
Virtual Number Profile Assignments
The upper grid (Global Room Types) shows the global room types that have been set up for the
property. When a global room type is highlighted, the lower grid (PMS Room Types) shows the
regular PMS room types that are included by the highlighted global room type.
Click in the Map column to select the PMS room types that you wish to map to the global room
type. The Priority number determines the position of the PMS room type when displayed in the
PMS Room Types grid on the Global Room Types screen.
Note: A PMS room type may be mapped to only one global room type. Once the PMS
room type is assigned to a global room type, it is no longer shown on this screen.
When you are done, select the OK button.
See Also
S&C Room Mapping
3.
4.
4.
Highlight the room type you wish to delete, and click the Delete button.
3.
4.
See Also
Map PMS Room Types