Managing Routing Codes

Prerequisites for Routing Codes
The Routing Codes function allows you to group certain transaction codes into meaningful units in order to simplify the process of setting up routing instructions on reservations and profiles. Using a routing code is often more efficient and less time consuming than choosing separate transaction codes.

You can create routing codes in Transaction Management and reference them in reservation routing and default routing for profiles.

In the following example, you could group all food transactions codes in the FD routing code, all beverage transactions in the BV routing code, and so on.

Table 12-20 Routing Codes Example

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

Create Routing Codes

  1. From the Administration menu, select Financial, select Transaction Management, and select Routing Codes.
  2. Enter or confirm the Property and click New.
  3. On the Manage Routing Codes screen, enter a Code.
  4. Create a Description of the code.
  5. Select the default Apply To days of week.
  6. Select the default Routing Limits.
    Routing Limits impose a limit on the total value of transactions that can be routed.
    1. Amount: specify a maximum amount for this routing instruction. The limit accepts the total amount you can route for any one reservation using this routing instruction. No limit is set if you leave the Limit field blank.
    2. Percentage: select this to route a percentage of the transactions associated with the routing instruction. For example, enter 10 in this field to route 10% of each transaction. Generates such as taxes and service charges are also split by the designated percentage.
    3. Covers: specify a default number of covers to auto-populate in the Covers field on the Routing Instructions screen when this routing code is selected. Covers indicate the number of charges or transaction codes the routing code covers.
      When charges via an interface are made 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 is not routed.
  7. Select the Apply (Limit) Per Day 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.
  8. From the Available list of transaction codes, search and select the transaction code(s) to associate with the new routing code (hold down the Ctrl key to select multiple transaction codes).
  9. Click the directional arrow to move the codes to the Selected list.
    You can filter the Available list or the Selected list of transaction codes by entering a transaction code in the Filter field and clicking Go.
  10. Click Save.
To edit or delete routing codes:

  1. On the Routing Codes screen, select or confirm the Property.

  2. Enter search criteria for routing codes and click Search.

  3. In the search results, select the routing code and click the vertical ellipsis.

  4. Select Edit.

  5. Update the routing code configuration and click Save.

  6. To delete a routing code, in the search results select the routing code, click the vertical ellipses, and select Delete.

Parent topic: About Transaction Codes