OPERA webProposals for Transient Sales

While Business Block webProposals can be created through OPERA Sales and Catering (S&C) or Property Management System (PMS), Transient webProposals can be created through S&C and OPERA Sales Force Automation (SFA). Transient webProposals are used to send rate offers and other details for non-group customers.

Enabling the Transient webProposal Feature

From within the appropriate application (S&C or SFA) enable the webProposal feature. Configure the OPERA webProposal link under the URL Setup option (Configuration>Setup>Menu URL Setup).

In the Menu URL Links screen, highlight OPERA webProposal and select Edit.
In the URL field, enter the path that links OPERA to the webProposal application so that OPERA data can be sent to webProposal and OPERA users can access webProposal. This link also enables several webProposal menu options, buttons, and application settings within OPERA.
Select the webProposal check box.

Prerequisites

Application Settings

Set the following application settings in appropriate application (S&C and SFA):

Application Setting>Blocks>webProposal Version - VERSION4 or higher
Application Setting>Blocks>webProposal Chain Code - In SFA, set the chain code that the SFA property is set up under in webProposal
Application Parameter>Blocks>webProposal SSO Active - Y (When the application parameter Blocks>webProposal SSO Active is set to Y, webProposal will be launched without having to login to the webProposal Signon screen when the user selects the webProposal button on the Business Block or Activities Options menu, or the Active, Archived, or webProposal Sitemanager menus. When the application parameter is set to N, users will have to login using the webProposal Signon screen.
Application Parameter>Activity>Transient WebProposal - Y

Permissions

Ensure that the user is granted the following permission:

ACTIVITY>WEBPROPOSAL TRANSIENT

Transient webProposal Workflow

After enabling the webProposal feature, activating the application settings, and granting the user permission, set up a transient webProposal. In SFA, set up the webProposal for the SFA property.

Access Configuration>Database>Activity Types Setup>Activity Type Maintenance screen. Select an Activity Type code for the transient webProposal and select the Activity Class as To Do. Select the WebProposal check box for that activity type and class. Save the activity type setup.
Access the Business Block webProposal tab in S&C for S&C webProposals and select your choices for XML output.
For SFA, access the Business Block webProposal tab in SFA. Select the options you want for the XML creation: select the check box to use Combined XML for Master / Sub and Lead Master / Lead Structures, or Separate XMLs for each Sub / Lead.
On the Activities screen, select the webProp button to create a webProposal. This button is available when:
- In SFA when the property code is the same as the SFA property code
- Activity is of the class TO DO
- Activity type is selected as webProposal in configuration
- Activity has been saved
- Currently logged in user has an email address configured
- Currently logged in user has the permission ACTIVITY>WEBPROPOSAL TRANSIENT
Select the Transient Template.
Go through all steps to create the webProposal and select Save and Send. Refer to the topic Creating OPERA webProposals.
Return to the Activity screen. A hyperlink labelled Launch Transient webProposal is now available on the screen. Select it to open the new webProposal.
To generate the XML for the Transient webProposal, close the webProposal again and select CNTRL+ SHIFT and double click in the upper left beside the hyperlink.
Note: Refer to the help features integrated into the webProposal product screens for assistance in preparing proposals and using other webProposal features.

webProposal active proposals, archived proposals, and webProposal Sitemanager is also available.

webProposal active proposals are available when the user has the permission BLOCKS>WEBPROPOSAL. Accessed through Sales and Catering>Business Management>webProposal>Active or PMS>Reservations>Blocks>webProposal>Active.
webProposal archived proposals are available when the user has BLOCKS>WEBPROPOSAL permission granted. Accessed through Sales and Catering>Business Management>webProposal>Archived or PMS>Reservations>Blocks>webProposal>Archived.
The webProposal Sitemanager is accessed through Configuration>Reservations>webProposal Sitemanager. Available when the user has WEBPROPOSAL SITEMANAGER permission granted.