Creating and Copying Rate Categories

Rate categories help you to manage rate codes by creating categories that identify groups of similar rate codes. You can group one or more rate codes into a rate category.

1. From the OPERA Cloud Administration menu, select Financial > Rate Management, and then select Rate Categories.
2. Click the vertical ellipsis and then click New.
3. Select the required fields. Click Inactive if you want any of the columns to come under Inactive list.
4. Enter required information in the fields. Several fields such as, Property, Code, Description, Rate Class, and Begin Date are mandatory.
5. Click Save.

Copying a Rate Categories Template

Copying duplicates the defined records to a single or multiple properties at one time, eliminating the need for repetitive typing when creating rate category for similar periods.

1. From the OPERA Cloud Administration menu, select Financial > Rate Management, and then select Rate Categories.
2. On the Rate Categories screen, on the vertical ellipsis click Copy to copy the details of selected property.
   Clicking copy allows you to copy rate category from a source property to one or many target properties. This option is mostly used at the Hub level login.
3. On the Copy Rate Category Template(s) screen, search for a Rate Category that you want to copy for the selected property and click Save.
4. On the Review and Copy Codes screen, click Copy and Continue.
5. In the Confirmation screen, check the status. For example, if the copied template is duplicated, the status is Not Processed. You can try copying another combination of Rate Category and Property.
6. Click Print.