Searching and Editing Rate Categories

  1. From OPERA Cloud Administration menu, select Financial, Rate Management, and then Rate Categories.
  2. In Search criteria, click to search for the Property.
  3. Click Search and the details for Rate Categories appear in the table below.
  4. Click Reset to reset the search criteria.

    Note:

    If the user logs in at the hub level and if more than one property is selected in search, then the first column that appears in the Options table is Property. On the Rate Categories screen, when you click search after filling in all the required details, a table appears with the following options:
    Option Description
    Rate Category Rate category code.
    Description Rate category code description.
    Rate Class The associated rate class that the rate category belongs, such as High, Low, Standard, Other.
    Begin Date Begin date for the rate category.
    End Date End date for the rate category.
    Seq Order or numerical sequence in which to display the rate category.

Editing Rate Categories

  1. From OPERA Cloud Administration menu, select Financial, Rate Management, and then Rate Categories.
  2. In the Search results table, click the vertical ellipsis and select Edit.
  3. Enter or modify the information in the fields and click Save.
    The changes for the modified Rate Category appear in the table.