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Routing Codes
This function allows you to group certain transaction codes together into meaningful units in order to simplify the process of setting up Routing Instructions, available via Cashiering, Reservations, Front Desk, and Comp Accounting (when the OPP_GCA add-on license is active). These routing codes can be used instead of selecting individual transaction codes when setting up routing instructions from the Reservation screen.
For each reservation, OPERA has up to 8 separate windows to which charges can be posted.
ORS also has routing instructions functionality, refer to ORS Routing Instructions.
Note: If the OPERA Comp Accounting license is active (OPP_GCA), there will be 8 additional comp windows (101, 102, 103, 104, 105, 106, 107, and 108) available for managing comp transactions.
Each window can be payable by a different account. To automatically route charges to specific windows, select the Routing button from the Reservation screen Options menu. A screen allows you to choose the transaction codes and/or routing codes to be charged to the selected window. (See Routing Transactions for details.) The routing code approach is often more efficient and less time consuming than choosing separate transaction codes.
As an example, routing code FD could be defined to group all food transactions. All beverage transactions could be grouped under the BV routing code.
Routing Code |
Description |
Transaction Codes |
PH |
Phone |
3000, 3010, 3020 |
RT |
Room & Tax |
1000, 1010, 1020, 1030, 1040 |
FD |
Food |
2000, 2010, 2020, 2030, 2040, 2050 |
BV |
Beverage |
2005, 2015, 2025, 2035, 2045, 2055 |
FB |
Food and Beverage |
FD, BV |
CI |
Deposit Transfer |
Cashiering > Deposit Ledger Trn Code application setting must be defined. |
Several routing codes can be grouped together to create an additional routing code, with or without additional transaction codes. For instance, FB could be composed of FD and BV in the above example to create a Food and Beverage routing code. You could also use an existing routing code in combination with transaction codes (1000,BK = room and breakfast).
Select Configuration > Cashiering > Routing Codes to define and manage routing codes. This menu option is visible if the Cashiering > Routing application function is set to Y.
Note: If the OPERA Comp Accounting license is active (OPP_GCA), you may set up routing codes for comp accounting by selecting Configuration > Comp Accounting > Comp Routing Codes. See Comp Routing Codes for details.
The Routing Codes screen appears. The Routing Codes screen lists any existing routing codes.
Property. (Available when the OPP_MHOT Multi-property PMS add-on license code is active.) Select the down arrow to choose the property to see routing codes.
To create a new routing code, select the New button. To modify an existing routing code, highlight your choice on the Routing Codes screen and select the Edit button. The Routing Codes - New or Routing Codes - Edit screen appears. Provide the following information and select the Save button.
Code. Enter a code for the routing code (e.g., BC, BQ, FB, GOLF).
Description. Enter the description of what this code includes (e.g., Business Center, Banquet, Food & Beverage, Golf Charges).
Trn Codes. Select the down arrow to go to the Transaction Codes screen where you may choose the transaction codes and/or routing codes which belong to the routing code you are creating or modifying.
Note: The number of transaction codes that can be selected can't exceed a total of 32767 total characters.
Select the Transactions check box at the top of the screen to display transaction codes. Select the Routing check box to display routing codes. To add transaction codes or a routing codes to the routing code you are creating or modifying, mark your choices in the Available grid by placing an X in the X column. (Use the All or None buttons to select or unselect all records.) Select the Add button to move your choices to the Selected grid. Use the Remove button to remove your choices from the Selected grid and return them to the Available grid.
Note: Only one type of routing limit (Limit (amount), Percentage, or Covers) may be configured for a routing code.
Limit. This field is available when the Cashiering > Routing Limits application function is set to Y. Specify a default maximum amount for this routing code. When the routing code is selected for a routing instruction, the default will auto-populate in the Limit field. You may change the default limit when assigning the routing code to a routing instruction. Either a default Limit, or Percentage, or Covers may be specified.
Percent. This field is available when the Cashiering > Routing Limits application function is set to Y. Specify a default percentage of the transactions for this routing code. When the routing code is selected for a routing instruction, the default will auto-populate in the Percent field. You may change the default percentage when assigning the routing code to a routing instruction. Either a default Limit, or Percentage, or Covers may be specified.
Covers. For interface (e.g., POS) postings only. This field is available when the Cashiering > Routing Limits application function is set to Y. Specify a default number of covers to auto-populate in the Covers field on the Routing Instructions screen when this routing code is selected. You may change the default covers on the Routing Instructions screen. Either a default Limit, or Percentage, or Covers may be specified.
When charges are made via an interface against any of the transaction codes included in the routing code, OPERA divides each charge by the number of covers specified by the interface. If the number of POS covers is greater than or equal to the number of covers on the routing instruction, the per-cover charge is multiplied by the number of covers on the routing instruction and that amount is routed. If the number of POS covers is less than the number of covers on the routing instruction, the charge will not be routed.
Note: When setting up a routing instruction for a reservation, either a limit, or a percentage, or a number of covers may be specified for a given transaction code on a specific date.
Example:
Assume that the routing instructions assigned to a reservation are set up to route 2 covers to window 3. Further assume that the POS sends the following charges to OPERA for this reservation:
Transaction Code |
Description |
Total Amount |
Covers |
2000 |
Food |
400.00 |
4 |
2001 |
Beverage |
50.00 |
|
2002 |
Gratuity |
20.00 |
|
2003 |
F&B Tax (7%) |
32.90 |
OPERA will split the charges as follows:
Transaction Code |
Description |
Amount/Covers |
Amount Per Cover |
2000 |
Food |
400.00/4 |
100.00 |
2001 |
Beverage |
50.00/4 |
12.50 |
2002 |
Gratuity |
20.00/4 |
5.00 |
2003 |
F&B Tax (7%) |
32.90/4 |
8.23 |
OPERA will route charges to window 3 as follows:
Transaction Code |
Description |
Amount Per Cover |
Number of Covers |
Total Amt. Routed |
2000 |
Food |
100.00 |
2 |
200.00 |
2001 |
Beverage |
12.50 |
25.00 |
|
2002 |
Gratuity |
5.00 |
10.00 |
|
2003 |
F&B Tax (7%) |
8.23 |
16.46 |
Days of the Week. Select the check boxes that correspond to the days of the week which, by default, will be selected on the Routing Instructions screen when this routing code is chosen for the routing instructions. You may change the default days of the week when assigning the routing code to a routing instruction. All days of the week are selected by default on the Routing Codes - New and Edit screen.
Routing Instructions per Day. Select this check box to generate a separate routing instruction for each day of the stay. This may be useful, for example, when you want the routing limit to apply to each day of the stay rather than to the entire stay or to a range of dates. See Routing Instructions Per Day in Routing Transactions for more information. This option is available when the Cashiering > Routing Limits application function is set to Y. The check box is selected by default if the Cashiering > Default Routing Instructions Per Day application setting is set to Y.
When you are done, select the OK button to return to the Routing Codes - New or Routing Codes - Edit screen.
When the OPP_MHOT Multi-property PMS add-on license code is active, you may copy routing codes from one property to other properties. To copy routing codes select the codes you want to copy by marking them with an X in the X column on the Routing Codes screen. (Use the All button to select all codes or the None button to un-select all codes.)
When you select the Copy button, the Property List appears. Select the properties to copy the marked routing codes to; click the OK button.
Note: To copy routing codes to another property, the transaction codes included in the routing code must exist at the "target" property. You cannot copy a routing code to another property if that routing code already exists at the target property.
You may use the Repeat button to create new routing codes based on another routing code that you have highlighted on the Routing Codes screen (the "source" routing code). When you select this button you are prompted to specify the New Routing Code and its Description. The new routing code will include all transaction codes specified for the source routing code.
For convenience when setting up routing instructions, you may configure a special routing code using the asterisk (*) symbol. The asterisk routing code includes all transaction codes.
When you enter the asterisk in the Code field and tab out, the Trn. Codes field becomes unavailable because all transaction codes are automatically selected. Routing limits are not permitted when the asterisk routing code is used; therefore, the Limit, Percent, and Covers fields are also unavailable.
See Also
