Copy Credit Card Payment Method

You can copy credit card payment methods from one reservation to another when copying a source reservation that has a credit card payment method. To reduce the potential error of copying a guest’s payment method to the wrong reservation, this feature is controlled by the Copy Credit Card Payment Method task in Role Manager.

To use the copy payment method feature, the following requirements must be met:

• The Reservation Management task in the Bookings group in Role Manager must be granted to the user. When this task is granted, the Copy Credit Card Payment Method task becomes available.

• The Copy Credit Card Payment Method task under the Bookings group in Role Manager must be granted to the user.

• The payment method on the source reservation (that is, the reservation to be copied) must be a credit card.

Use Case Scenarios

This section describes the various scenarios and differences that occur when copying a credit card payment method to a reservation with the Copy Credit Card Payment Method task granted or with it revoked.

When the Copy Credit Card Payment Method task is granted, you can copy a credit card payment method in these scenarios:

• Copying a reservation

• Creating a share reservation

• Splitting a reservation with multiple rooms

• Checking in a reservation with multiple rooms

• Creating a new reservation within a block via the Rooming List option

• Updating the payment method on a block reservation

• Adding a reservation via the Trip Composer

Table 3-1 Tasks / Scenarios

Tasks / Scenarios	Related Screens	Copy Credit Card Payment Method task granted = YES	Copy Credit Card Payment Method task granted = NO
Copying a reservation	Reservation screen	You can select the reservation attributes to copy from the source reservation into the new reservation (that is, the target reservation). The Payment Methods section provides two options (Credit Cards and Non Credit Cards) which are selected by default. When you click Copy Reservation, any selected reservation attributes are automatically copied to the new reservation. All payment methods from all windows of the source reservation are copied to the new reservation.	The credit card payment method under Payment Methods is disabled by default. You are not permitted to copy the payment method of the source reservation into the new reservation when the payment type of the source reservation is a Credit Card. The credit card payment method of the source reservation is not copied into the windows of the new reservation. When you copy the reservation, you must manually add payment information into any window of the new reservation that had a credit card payment method.
Creating a share reservation	Shares screen	When the Create New Share option is selected, the payment methods selected in the Payment Methods section are automatically copied from the payment windows of the source reservation to the windows of the target reservation. You can still change these payment method details before saving the share reservation. If you select the Combine Existing Reservation option, the payment methods from each of the reservations remains unchanged and the Copy Credit Card Payment Method task is not considered in this scenario.	The Payment Methods information is automatically removed from any windows where the payment type of the source reservation is a credit card. You must populate new Payment Method information for the windows of the new share reservation.
Splitting a reservation with multiple rooms	Split Reservation screen	When splitting a reservation, you are presented with the split options for the reservation. In the Copy Options panel on the Split Reservation screen, the Credit Cards and Non-Credit Cards options are selected by default. You can deselect these options before splitting the reservation.	The Credit Cards option is disabled when you open the Split Reservation screen. The Non-Credit Cards option is enabled and selected by default. The reservations are split according to the split option you defined, and the split reservations have the credit card payment methods removed from all windows. You can enter new payment information for each split reservation via the Payment Instructions panel on the Reservation screen.
Checking in a reservation with multiple rooms	Split Reservation screen and Check In Reservation screen	When checking in a reservation with multiple rooms, the Verify Payment panel is automatically populated with the payment method from the source reservation. No further action is required for this panel. Other payment windows can be access via the vertical ellipsis button.	The credit card payment methods are removed from all windows and the Verify Payment panel is not populated with payment method information. An “Attention Required” message appears indicating that further information is needed before check-in can be completed. Entering new payment method information for other windows is available via the vertical ellipsis button.
Creating a new reservation within a block via the Rooming List option	Rooming List screen	When you add an additional reservation(s) into a block and payment methods are already defined on the PM Reservation, the payment methods are automatically copied into the new reservation(s).	When you select the Add Rows link from the Rooming List screen to create a new reservation(s) within the block, the credit card payment methods of the windows on the source reservation/PM reservation are not copied to the new reservation. You must add new payment methods using the Payment Information link for the new reservation(s) If the Mandatory Method of Payment parameter is active in OPERA Controls, a payment method is required for each new reservation. The confirmation number is not assigned to the new reservation(s) until their method of payments are entered.
Updating the payment method on a block reservation	Block Reservation screen	When you update the payment method on a block reservation, you are prompted to apply changes to other reservations in the group. Selecting Yes to this prompt enables you to define the criteria for applying changes to these other reservations.	When you update the method of payment on a block reservation to a credit card, the “apply changes to other reservations in the group” prompt does not appear. Updates to the payment method only apply to the selected reservation and do not affect other reservations. If you update another payment method (Cash, Check, or Direct Bill), the prompt appears. If you update the method of payment to a credit card and also update other areas of the reservation (for example, creating routing instructions, adding reservation notes, adding preferences), an "Apply Changes to All" prompt appears. Additionally, a warning message also appears and informs you that the method of payment update cannot be applied to the other reservations.
Adding a reservation via the Trip Composer	Trip Composer	When you add additional reservations into Trip Composer, the payment method on the first reservation is copied to the other reservations placed in Trip Composer. You maintain the ability to click the room/rate combination to access the Book Now screen where you can change the method of payment for the additional reservations. However, if you select a different property (that is, a second leg) for the other reservations, the payment details are not copied.	When you add additional reservations into Trip Composer, the credit card payment method on the first reservation is not copied into the additional reservations placed in Trip Composer. The Book Now screen appears, enabling you to enter the payment method for each additional reservation added to Trip Composer. If the payment method on the first reservation is not a credit card, it is automatically copied into the reservations added to Trip Composer.