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Comp Routing
Comp Accounting allows the property to provide complimentary goods and services (called comps or comp transactions) to guests by routing selected transaction codes to special Billing screen windows called comp windows. There are 8 comp windows available on the Billing screen (101...108); they are accessible only when the Comp Accounting add-on license is active (OPP_GCA). Designated staff members called authorizers can set up comps by transferring or routing the selected transactions to the comp windows on a guest's Billing screen. Upon guest check out, comp transactions that have been posted to any of the comp windows (and when the Gaming Interface licenses are active — transactions that have been approved by the Patron Tracking system, or PTS) can be automatically transferred to special AR accounts which are attached to the profiles of the authorizers. Thereafter, the AR accounts are handled using OPERA AR features according to the procedures the property has established.
Note: The PTS has final approval of all comp transactions that have been routed or transferred to a comp window. If the PTS does not approve the comp transaction, it is considered to be staged. See Check Out Behavior with Staged Comp Transactions below for more information.
Authorizers can also review and evaluate requests for comps that have been made by other staff members, who themselves are not authorizers. (These requests for comp routing are input using the Routing Instructions screen.) Once requests have been input, they can be evaluated by authorizers, who can either set up appropriate comp transaction routing, or delete the comp request. (Comp requests can be deleted by any employee having appropriate user permission; however, an employee must be designated as an authorizer to set up comp routing.)
Requests for comp routing, comp routing instructions that have been authorized, and comp routing requests that have been declined can be displayed on the Comp Routing screen. To access this screen, select Comp Accounting > Comp Routing.
Name. Enter the guest's complete last name or the first part of the guests last name.
Room No. Enter the guest's room number or select the down arrow to choose from a list of room numbers. Multiple rooms can be selected.
Player ID. Enter the Player ID number assigned to the guest by the PTS.
VIP Status. Select the down arrow to choose from a list of available VIP status codes. Multiple VIP statuses can be selected.
Begin Date / To Date. Use the calendar tool to select the guest arrival date. You can also enter a date manually. All comp requests for guests arriving on or after that date will be displayed. To limit the range of dates searched, enter a search end date in the To Date field. The search will cover all guest arrival dates between the Begin Date and the To Date.
Property / All Properties. These options are available if the multi-property license code (OPP_MHOT) is active. Select the down arrow to choose the property to search for comp requests at. Select the All Properties check box to search at all properties (this is the default).
Comp Type. Select the down arrow to choose the comp types to search for. Comp types can be used to rank guests, for example according to their gaming expertise.
Select check boxes for the types of transactions to display:
Exclude Pre Approvals. Select this check box to not include routing instructions that have the pre-approval amount and approval code associated with it.
Comp Pre-Approval. Select this check box to not obtain pre-approval when a comp routing instruction is populated automatically on a reservation due to promotion code association. This check box appears when the Comp Routing screen is opened via the menu Configuration > Rate Management > Promotions > Promotion Codes > Property > Edit > Routing button.
Property. The property code where the guest is staying. (This column is available if the multi-property license code OPP_MHOT is active.)
Room. For in-house guests or future guests for whom a room has been blocked, the room number assigned to the reservation.
Name. The guest's last name.
Begin Date. The guest's arrival date.
End Date. The guest's departure date.
Player ID. The guest's PTS number.
Comp Type. Comp type ranking, for example, level of gaming expertise. Comp types are associated with Billing screen comp windows via routing instructions.
Code. The type of transaction: Request (REQ), Comp (CMP), or Declined (DEC).
By. The name of the staff member requesting the comp transaction for the guest.
Status. The guest's reservation status (e.g., RS = Reservation, CKIN = Checked In).
VIP. The guest's VIP status.
Arrival. Guest arrival date.
Departure. Guest departure date.
Comments. Comments (if any) attached to the highlighted entry are shown in the area in the lower part of the screen.
The Options menu gives you fast access to frequently used OPERA functions. Highlight the guest record to access these options and select the Options button. The following choices are available:
Authorizers can approve a comp routing request (that is, set up comp routing instructions for a comp routing request), or decline the comp routing request. To approve or decline a comp routing request, highlight the guest's entry on the Comp Routing screen and select the Edit button (or double-click on the entry). The guest's Routing Instructions screen appears.
Highlight the request (comp requests show Request in the Window column) and select the Edit button. The Routing Request - Edit screen for that comp request appears.
To set up the requested comp routing for the guest, select the Comp option button. See Routing Comp Transactions for details on setting up comp routing from the Routing Request - Edit screen.
To decline the comp routing request, select the Decline button. (This action cannot be reversed.)
Names that appear on the billing windows are linked only to the transactions that are posted to the windows, not to payments made.
For Example
Guest A is checked in.
Charge is posted to window 1.
Charge is comped to window 102.
Guest A shows as name on window 101 and Authorizer name displays for window 102.
Payment is made on window 102.
Payment is transferred to window 101, name on the window will not change to the authorizer name as the changing of the name is only linked to revenue transactions, not payments.
To delete a request for comp routing, highlight the request on the Comp Routing screen and select the Delete button. A message asks you to confirm your decision.
Select the New button from the guest's Routing Instructions screen to create new comp routing instructions for the guest, if you have authorizer rights. The Routing Instructions - New screen appears. If you do not have authorizer rights, select the New button to enter a new comp routing request. (See Routing Comp Transactions for details on setting up comp routing instructions and comp routing requests.)
Once comp routing instructions have been set up and authorized, they can be edited by highlighting the instruction on the guest's Routing Instructions screen and selecting the Edit button or by double-clicking on the instruction. The Routing Instructions - Edit screen appears. (See Routing Comp Transactions for details on editing comp routing instructions.)
When editing the comp routing instructions, you can only change the Authorizer for dates where no comp transactions have been posted. For example, if authorizer MIKES is linked to a comp instruction for a guest staying from May 1 to May 3, you can change the authorizer if the guest has no comp transaction postings. If the guest checks in and has a comp transaction posted for May 1, you cannot change the authorizer for any range of dates that includes May 1. You can however, change the authorizer for May 2 and May 3.
You cannot change the end date of a comp routing instruction to a date that falls before the date of an already posted comp transaction. You cannot change the begin date of a comp routing instruction to a date that falls after the date of an already posted comp transaction.
Note: When postings from any of the cash/guest windows (1-8) are manually transferred to any of the comp windows (101-108) using Transfer to Window or Drag and Drop, the Declined Comp Postings screen opens to show the status of each posting based on whether it was accepted/approved or declined by the gaming system. If there is no response from the gaming vendor, the postings remain on the comp window and the status will need to be verified on the Comp Journal screen. On the Declined Comp Postings screen, the declined postings can be transferred back to the respective cash/guest windows by clicking the Yes button. Clicking No leaves the postings on the comp window they were transferred to and they continue to show as ‘Declined’ on the Comp Journal screen. This functionality is available when the COMP ACCOUNTING (OPP_GCA) license is active and any one of the OXI gaming license codes is active.
To view the authorizer's AR account number and billing name and address for an approved comp routing instruction, highlight the instruction on the guest's Routing Instructions screen and select the Detail button. A window displays the authorizer's name, address, and AR account number. The same window can be accessed by selecting the Detail button on the Routing Instructions - Edit screen.
When the Comp Accounting add-on license code (OPP_GCA) is active, transactions may have been routed to one of the 8 comp windows (101...108) on the guest Billing screen. If the Gaming Interface license code is active, the PTS must authorize comp transactions. Check out proceeds normally when transactions routed to the comp windows have been authorized by the PTS. If transactions have been staged by the PTS (that is, not approved), the Comp ACCOUNTING > STAGED TRANSACTION DURING CHECKOUT application setting determines how the system handles the check out. The following parameter values are possible:
When charges are transferred to a comp window, these calculations occur:
Then both amounts are added and the total compared with the approval amount for that comp routing instruction. If the total exceeds the approval amount, then charges are routed only up to the maximum of the approval amount. The last charge that exceeds the approval amount can be split and only a part will be routed. The remaining split charge and any other charges will remain on the original guest (cash) window. All comp routing instruction related approval amount and code changes are recorded in the User Activity Log.
See Also
