Contents

Title and Copyright Information

Preface

1 Getting Started

• Browser Setup
  • Setting Up the Mozilla Firefox Browser
  • Setting Up the Google Chrome Browser
  • Setting Up the Microsoft Internet Explorer Browser
  • Setting Up the Microsoft Edge Browser
  • Setting Up the Apple Safari Browser
• Signing In and Logging Out
• Changing Your Password
• Logging Into a Hub or Different Property
• Quick Launch
  • Managing My Bookmarks
    • Viewing the Property Brochure from Quick Launch
  • Quick Searches
    • Advance Checked In Screen
• Home Dashboard
  • Managing Dashboard Pages
  • Managing Dashboard Tiles
    • Advance Check In Tile
    • Updating Room Status from the Dashboard
• Page Composer
  • Adding Custom Business Logic using Expression Language
  • Customizing or Personalizing a Screen with Page Composer
  • Page Composer Field Property Descriptions
• Performance Meter
  • Using the Performance Meter
    • Prerequisites: Performance Meter

Part I OPERA Cloud

2 Client Relations

• Activities
  • Creating and Editing Activities
• Profiles
• Managing Profiles
  • Copying Commission Bank Accounts
  • Filtering Profile Search by Accounts
  • Creating Profiles
  • Viewing and Editing a Profile
    • Credit Ratings
  • Profile Merge
    • Merging Profiles
  • Editing a Profile’s Sales Information
  • Viewing and Adding Primary Details to a Profile
  • Profile Negotiated Rates
    • Managing Profile Negotiated Rates
  • Default Routing Instructions
    • Creating Routing Instructions
  • Linking Profiles as Relationships
  • Adding a VIP Status to a Profile
  • Adding Identification Information to a Profile
  • Adding Search Keywords to a Profile
  • Adding Guest Preferences to Profiles
  • Adding or Clearing an Alternate Name or Incognito Name for a Profile
  • Adding Profile Communications
  • ID Document Scanning
  • Adding Notes and Internal Comments to a Profile
  • Attaching Files to a Profile
  • Viewing Profile Future and Past Stays
  • Viewing a List of Recently Viewed Profiles
  • Making a Guest Profile Private
  • Deactivating a Profile
  • Marking a Profile as Restricted
  • Downloading a Profile from the Central Reservation Database
  • Profile Anonymization
  • Guest Stay Statistics
• Membership
  • Calculating or Expiring Membership Points
  • Membership Types
  • Searching by Membership Level
  • Managing Membership Information

3 Bookings

• Reservations
  • About Reservations
    • Suppress Rates
  • Booking a Reservation
    • Creating a Multi-Segment Stay Reservation
    • Waitlist
    • Turnaways
    • Shared Reservations
      • Redistributing Guests Within Shared Reservations
      • Separating (Breaking) a Shared Reservation
      • Moving a Shared Reservation to a Different Property
      • Changing Shared Reservation Rate Sharing Methods
      • Adding New Sharers to Shared Reservations
      • Combining Reservations into a Share
      • Creating Shared Reservations at Booking
    • Future and Past Stays
    • Pre-Register Arrival Reservations
    • Viewing the Property Brochure While Booking Reservations
    • Sell Messages
    • Closing Scripts
    • Confirmation Numbers
    • Reservation Discounts
    • Creating a Multi-Room Reservation
  • Managing Reservations
    • Copying Reservations
      • Copy Credit Card Payment Method
    • Modifying Reservations
      • Credit Card Authorization Reversals
      • Editing Stay Details
      • Viewing Other Profiles Attached to Reservations
      • Confirming Reservations
      • Assigning Rooms to a Reservation
      • Attaching Items Outside of Stay Dates
      • Linked Reservations
      • Viewing and Adding Information in Call History
      • Managing Locators
      • Managing Transportation
      • Managing Daily Details
      • Fixed Rates
      • Rate Changes During Stay
      • External References
      • Common Reservation Actions
      • Marking a Room as Do Not Move
      • Assigning or Removing a Block Code to a Reservation
      • Moving Reservations to Other Properties
      • Managing Additional Details
      • Managing Room Interfaces
    • Reservation Notifications
      • Searching for Reservations Flagged for External Guest Notifications
      • Creating Guest Messages
      • Adding Notes to Reservations
      • Adding Traces to Reservations
      • Managing Messages
      • Service Requests
      • Managing Wake Up Calls
    • Reservation Deposits and Cancellations
    • No Show and Cancellation Postings
    • Payment Instructions
    • Managing Fixed Charges
    • Cancelling a Reservation with a Deposit
    • Reservation Profiles
      • Adding Preferences to Reservations
      • Attaching Memberships to Reservations
      • Adding or Removing Linked / Associated Profiles
      • Guest Communication Details
    • Credit Card History
    • Cancelling Multiple Reservations
    • Generating a Folio for an Advance Bill
    • Generating a Folio for a Specific Window
    • Generating a ProForma Invoice
    • Generating a Folio for an Interim Bill
    • Advance or Interim Billing
    • Postings, Adjustments, and Payments
      • Moving a Payment Method from One Folio Window to Another
      • Making a Payment to a Guest Account
      • Making an Adjustment to a Guest Account
      • Moving Posted Transactions from One Folio Window to Another
      • Posting Fixed Charges
      • Posting Charges to Guest Folios
      • Posting a Rate Code to a Guest Bill
    • Authorizing Credit Card Transactions
      • Viewing Credit Card History
      • Viewing Credit Card Details
    • Enabling Housekeeping Turndown Service for a Reservation
    • Linking Profiles to Reservations
• Reservations Workspace
  • Property Calendar
    • Property Calendar Setup
• Blocks
  • About Blocks
    • Creating a Block
    • Customizing View Options for Blocks
    • Non-Elastic, Elastic, Sell Limits, and Shoulder Dates
    • Managing Room and Rate Grid
    • Searching for Blocks: Advanced Search
      • Managing Blocks from Search Results
    • Modify/Update Block — Change Block Status
    • Copying Blocks
    • Creating a Posting Master
      • Reviewing and Updating Posting Master
    • Group Tour Series
      • Creating a Group Tour Series
    • Changes Log
      • Viewing Changes Log Details
    • Viewing Stay Statistics
    • Viewing Production Changes
    • Processing Block Reports
    • Master and Sub Blocks
    • Master and Sub-Allocations
    • Creating Master and Sub Blocks
    • Creating a Master Allocation
    • Creating Sub-Allocations
    • Group Rooming Lists
      • Making Block Reservations Using a Rooming List
      • Set Up the Rooming List Spreadsheet
      • Mapping Columns for an Imported Block Rooming List
      • Manually Entering a Block Reservation
      • Changing Template
      • Deleting Rooming List
    • Creating a Reservation for Blocks
    • Applying Changes to Multiple Block Reservations
    • Registration Cards
    • Creating Room Keys
    • Generating Key Packets for Blocks
    • Mass Checking In Block Reservations from the Manage Block Screen (Check In Arrivals)
    • Opening Catering Activities from Blocks, Accounts, or Contacts
    • Linked Profiles on Blocks
  • Group Rooms Control
    • Viewing Group Rooms Control
    • Accessing Blocks from Group Rooms Control
  • Modify/Update Block — Shift Block Date
  • Modify/Update Block — Cutoff Block
  • Modify/Update Block — Delete Block
  • Managing Room Details for Blocks
  • Managing Attachments
  • Managing Block Status
  • Managing Block Reservation Deposits and Cancellations
  • Managing Linked Profiles
  • Managing Block Ownership
  • Managing Access Exclusion for Blocks
  • Managing Block Restrictions
  • Managing Block Rates
  • Managing Packages for Blocks
  • Managing Items for Blocks
  • Managing Reservation Summary for Blocks
  • Managing Block Wash Schedule
  • Adding Sell Messages
  • Adding Traces to Blocks
  • Adding Block Notes
  • Share Block Reservations
    • Creating a Shared Block Reservation
    • Adding a Sharer to a Block Reservation
  • Using Room and Rate Grid
  • Accessing the Block Room Rate Grid
  • Loading the Block Room Rate Grid
  • Editing the Block Room Rate Grid
  • Auto Assigning Rooms and Checking In Multiple Block Reservations from the Manage Block Screen (Assign Rooms)
• Events
  • Searching for Events
  • Viewing and Editing Events
  • Creating Events from Manage Block
  • Copying Events to Other Dates
  • Adding Event Notes
  • Running Reports from Event Search
  • About Event Resources
  • Adding and Deleting Event Resources
  • Copying/Moving Resources to Block Events
  • Editing Menu Resources on Block Events
  • Simple Events
    • Adding Notes to Simple Events
• About the Function Diary
  • Searching for Function Diary Events
  • Viewing Special Events in Function Diary
  • Viewing Function Diary Out of Order / Out of Service Room Indicators

4 Front Desk

• Arrivals and Check In
  • Queue Rooms
    • Adding a Reservation to the Queue
  • External Guest Notifications
    • External Guest Notifications Conditions and Assumptions
    • External Guest Notifications Impact
    • Flagging a Reservation for External Guest Notifications
  • Checking in Reservations
    • Marking Reservations for Auto Folio Settlement
    • Advance Checking In Reservations
      • Prerequisites: Advanced Check In
      • Advance Check In (with ETR) a Single Reservation
      • Advance Check In (with ETR) Multiple Reservations (Mass Advance Check In)
      • Advance Check In (with ETR) and Auto Assign Rooms to Multiple Reservations (Mass Advance Check In)
      • Auto Check In of Advance Checked In Reservations
      • Modifying an Advance Checked In Reservation
      • Advance Check In
      • Advance Check In Conditions and Assumptions
      • Advance Check In Impact
      • Troubleshooting Advance Check In
    • Mass Check In (Check In Multiple Reservations)
      • Mass Check In Prerequisites
      • Mass Check In Conditions and Assumptions
      • Mass Check In Impact
      • Troubleshooting Mass Check In
    • Checking In Multiple Reservations (Mass Check In)
      • To Check In Multiple Reservations (Mass Check In)
      • Mass Checking In Reservations from the Arrivals Screen (Mass Check In)
      • Reversing Mass Checked In Reservations
      • Auto Assigning Rooms and Checking In Multiple Reservations (Auto Assign and Check In)
• Departures and Checkout
  • Quick Check Out
    • Using Quick Check-Out
  • Checking Out Reservations
    • Checking Out with an Open Folio
  • Scheduling a Checkout
    • Prerequisites for Scheduling Checkout
  • Checking Out Guests Early
• Front Desk Workspace
  • Registration Card Conditions and Assumptions
    • Registration Card Screen
    • Printing Registration Cards
  • Wake Up Calls
    • Prerequisites: Wake Up Calls
    • Managing Guest Wake Up Calls

5 Inventory

• Restrictions
  • Managing Restrictions
• Availability
  • Property Availability
  • Viewing Property Availability
  • Setting Sell Limits
  • Sell Limits
• Room Management
  • Forecasting Housekeeping Services
  • Facility Schedule
  • Viewing Room Discrepancies
    • Updating Room Status from Room Discrepancies
  • Housekeeping Board
    • Viewing Reservation Details from the Housekeeping Board
    • Searching and Viewing Room Status Information from Housekeeping Board
    • Room Statuses
    • Updating Room Status from Housekeeping Board
    • Guest Service Status
  • Floor Plans
    • Viewing Floor Plans
  • Room Maintenance
    • Resolving Room Maintenance Requests
    • Reporting Maintenance Issues
    • Assigning Maintenance Staff to Room Maintenance Orders
    • Managing Room Maintenance Requests
    • Communicating Maintenance Work
  • Room Conditions
    • Viewing Room Conditions
    • Setting Room Conditions
  • Site Plan
    • Searching for a Site Plan
    • Viewing Property Site Plans
  • Task Sheets
    • Adding Rooms to the Float Task Sheet
    • Generating Task Sheets
    • Task Sheet Companion: Servicing a Room
    • Opening the Task Sheet Companion
  • Attendant Console
  • Service Request
    • Completing a Service Request

6 Financials

• Accounts Receivables
  • Managing Accounts Receivables Accounts
  • Copying Accounts to Other Properties
  • Track Account History
  • Accounts Receivable Statements and Reminders
  • Accounts Receivables Statement Numbering
  • Creating and Generating Accounts Receivable Statements
  • Sending Accounts Receivable Reminders
  • Accounts Receivables Reminders and Reminder Cycles
  • Accounts Receivables Batch Postings
  • Posting Batch Charges
  • Direct Bill Transfer
  • Accounts Receivables Fixed Charges
  • Viewing Accounts Receivables Future and Past Stays
  • Accounts Receivable Aging
  • Viewing Accounts Receivable Aging
  • Viewing Accounts Receivables Year View
  • Accounts Receivables Traces
  • Adding Traces to Accounts Receivable Accounts
  • Accounts Receivables Notes
  • Adding Notes to Accounts Receivables Accounts
  • Accounts Receivables Credit Cards
• Cashiering and Finance
  • Cashiering
  • Using Credit Limit Overage
    • Credit Card Limit Overage Processing Prerequisites
    • Credit Card Limit Overage Processing
    • Setting Up Automatic Processing of Credit Card Limit Overages
    • Credit Limit Overages Screen
    • Credit Limit Overages Conditions/Assumptions
  • Transferring Credit Card Payments with Surcharges
  • Selecting Folio Styles for Viewing, Printing
    • Selecting Folio Styles When Printing
    • Printing Folios for Banquet Charges
    • Detailed Folio (Date) (1)
    • Transaction Code Summary Per Day (Code) (2)
    • Transaction Code Summary Per Stay (Code) (3)
    • Arrangement Summary Per Day (Date) (4)
    • Arrangement Summary Per Stay (Date) (5)
    • One Line Per Day (Date) (6)
    • Daily Summary for Groups (Date) (7)
    • Person Summary for Groups (Date) (8)
    • Detailed Folio (Room) (9)
    • Summary by Stay and Check Number. (Date) (10)
    • Resort Hotel Folio (Date) (11)
    • Daily Plan (Date) (12)
    • Arrangement Summary (Date) (13)
    • Summary by Check Number (Date) (14)
    • Group Folio Subtotal (Date) (15)
    • Group Folio Subtotal Per Guest (Date) (16)
    • Group Folio Subtotal per Trn Code (Date) (17)
    • Group Summary Folio (Room) (18)
    • Group Folio Subtotal Per Room (Date) (19)
    • Group Summary Folio (Alpha) (20)
    • Banquet Folio by Revenue Types (21)
    • Banquet Event (Time) (22)
    • Daily Plan (Room) (23)
    • Detailed Folio (Package) (24)
    • Group Folio (Package) (25)
    • Detailed Folio (Name) (26)
  • Credit Bills On Folios
    • Generating a Credit Bill
  • Creating Currency Exchange Rates
  • Manage Billing
    • Advance Billing and Folios
    • Transferring Transactions
      • Transferring Guest Folio Postings
      • Transferring Transactions Using Drag and Drop
      • Transferring Generates with Main
    • Viewing a POS Check Image for a Charge
    • Posting Credit Card Rebates
    • Routing Limits
    • Service Recovery Adjustments
    • Posting Service Recovery Allowance Adjustments
    • Cashier Login
    • Pre Stay and Post Stay Charging
    • Viewing the Billing Summary
    • Finding and Researching Guest Transactions
    • Researching Transactions
    • Void Folios
      • Voiding a Folio
  • Batch Charges
    • Auto Folio Settlement Screens
    • Auto Folio Settlement
      • Auto Folio Settlement Process
      • Auto Folio Settlement Impact
      • Auto Folio Settlement Conditions/Assumptions
      • Auto Folio Settlement Prerequisites
      • Troubleshooting Auto Folio Settlement
    • Applying Batch Postings
  • Processing Batch Deposits
  • Generating Batch Folios
    • Generating Auto Folio Settlement Folios
  • Viewing Folio Histories
• Commissions
  • Detaching Reservations from Travel Agents or Sources
  • Attaching Travel Agents / Sources to Reservations
  • Placing Commission Processing on Hold
  • Transferring Zero Commissions to History
  • Processing Commission Payments
• Internal Charge Number
  • Reviewing Postings to the Internal Charge Number in the Posting Journal
  • Accessing an Internal Charge Number from the Changes Log
  • Internal Charge Number Setup
  • Troubleshooting Internal Charge Numbers
  • Internal Charge Number Impact
  • Internal Charge Number Conditions/Assumptions
  • Internal Charge Number Prerequisites
• Charging Purchases Using Post It
• Credit Card Settlement
  • Settling Credit Card Transactions
• Calculating Currency Exchanges
• Finding Receipts
• End of Day Procedures
  • Running End of Day
  • Running End of Day for Multiple Properties
  • Income Audit
    • Running Income Audit
    • Print Interim Reports
  • Roll Business Date
  • Post Room and Tax
  • Mandatory and Optional End of Day Sequence Procedures
  • Running End of Day Additional Procedures
  • End of Day and Reservation Statistics
  • Finalizing End of Day
  • Print Final Reports

7 Miscellaneous

• Property Brochure
• Track It
  • Prerequisites for Track It
  • Managing Track It Requests
• Exports
  • Data Exports
  • Export Files
    • Export File Delivery Configuration
    • Export File Details
    • Export Data Definitions
    • Creating and Associating Export Mapping Types and Codes
  • Membership Exports
  • Creating or Editing a General Export File
  • Back Office Exports
  • Creating or Editing a Back Office Export File
  • Exporting a General or Back Office Data File
  • Creating a Component Export File
  • Viewing Export Details
• Telephone Operator

8 Reports

• Reports Overview
  • Generating Reports
• Working with Watermarks
• About Stationery Editor (Oracle Business Intelligence (BI) Publisher)
  • Using Stationery Editor
  • Creating and Running Custom Reports
  • Installing Oracle BI Publisher Desktop on a Workstation
• Report Descriptions
  • Accounts Receivable Reports
    • Account Statistics Report (rep_acc_stats.rep)
      • Prerequisites for Account Statistics Report
  • Activity Reports
    • Activity Report (rep_activity_rep with rep_activity.fmx)
      • Prerequisites for Activity Report
  • Arrivals Reports
  • Blocks and Groups Reports
    • Block Actual Report (rep_actbb_p)
    • Block Actual Pick Up Report (rep_actbb)
      • Prerequisite for Actual Business Block Rooms Report
    • Block Conversion (rep_block_conversion.rep)
      • Prerequisite for Block Conversion
    • Block Cancellation Summary Report (rep_cancel_summary.rep)
      • Prerequisites for Cancellation Summary Report
    • Group Room Pace (BI) Report (Rep_Group_Rooms_Pace_BI.Rep with Rep_Group_Rooms_Pace_BI.FMX)
      • Prerequisites for Group Room Pace (BI) Report
    • Daily Catering Forecast (rep_ev_forecast.rep with rep_ev_forecast.fmx)
      • Prerequisite for Daily Catering Forecast
    • Room and Catering Revenue Pace (BI) (Rep_Room_Cat_Rev_Pace_BI.Rep with Rep_Room_Cat_Rev_Pace_BI.FMX)
      • Prerequisites for Room and Catering Revenue Pace (BI)
  • Catering Configuration
    • Daily Menu Item List (rep_menuitem.rep with rep_menuitem.fmx)
      • Prerequisite for Daily Menu Item List
  • Event Reports
    • Catering Pace / Progress Reports (Rep_Catering_Progress.Rep with Rep_Catering_Progress.FMX)
      • Prerequisites for Catering Pace / Progress Reports
    • Banqueting Equipment List (rep_equipment_list.rep with rep_equipment_list.fmx)
      • Prerequisites for Banqueting Equipment List
    • Daily/Weekly List of Events – Detailed (sample_event_list_detailed.rep with rep_evord.fmx)
      • Prerequisite for Daily/Weekly List of Events – Detailed
    • Meal Type Forecast by Day (BI) (Rep_Meal_Type_Forecast_bi.rep with rep_Meal_Type_Forecast_BI.FMX)
      • Prerequisites for Meal Type Forecast by Day (BI)
    • Menu Cost Report (rep_menu_cost.rep with rep_menu_cost.fmx)
      • Prerequisites for Menu Cost Report
    • Sales Manager Progress (BI) (Rep_MGR_Progress_BI.Rep with Rep_MGR_Progress_BI.FMX)
      • Prerequisites for Sales Manager Progress (BI)
    • Monthly Catering Forecast (rep_month_forecast.rep with rep_month_forecast.fmx)
      • Prerequisites for Monthly Catering Forecast
  • Commissions Reports
  • Configuration Reports
  • Departures Reports
  • End of Day Reports
  • Financials Reports
  • Forecast Reports
  • Guests In-House Reports
  • Housekeeping Reports
  • Miscellaneous Reports
  • Profiles Reports
  • Reservations Reports
  • Statistics Reports
  • Yield Management Reports

Part II OPERA Cloud Mobile Application

9 Overview

• Task Companion (Housekeeping)
  • Prerequisites for Mobile Task Companion
• Room Maintenance
  • Prerequisites for Room Maintenance
• Heartbeat
• Room Status
  • Prerequisites for Room Status
• Charge It
  • Prerequisites for Charge It
• Track-It Requests
  • Prerequisites for Track-It Requests
• In House
• Queue Rooms
  • Prerequisites for Queue Rooms

Part III Administration

10 Enterprise Administration

• Configuring Property Brochure Master Data
• Configuring Property Details
• Adding the Property Image to the Business Card
• OPERA Controls
  • OPERA Controls — Accounts Receivables
  • OPERA Controls — Activity
  • OPERA Controls — Blocks
  • OPERA Controls — Cashiering
  • OPERA Controls — Channel Management
  • OPERA Controls — Commissions
  • OPERA Controls — Country Specific
  • OPERA Controls — Credit Card
  • OPERA Controls — End of Day
  • OPERA Controls — Events
  • OPERA Controls — Exports
  • OPERA Controls — Front Desk
  • OPERA Controls — General
  • OPERA Controls — IFC
  • OPERA Controls — Inventory Management
  • OPERA Controls — Look To Book Sales Screen
  • OPERA Controls — Membership
  • OPERA Controls — Profile
  • OPERA Controls — Rate Management
  • OPERA Controls — Reservations
  • OPERA Controls — Room Management
    • Assigning a Default Day Use Room Status
• Batch Processing
  • Scheduling a Batch Process Job
• Manage Track It
  • Prerequisites for Track It
  • Configuring Track It Types
  • Configuring Track It Locations
  • Configuring Track It Actions

11 Inventory Administration

• Housekeeping Attendants
  • Configuring Housekeeping Attendant Information
  • Housekeeping Section Groups and Sections
    • Configuring Housekeeping Section Codes
    • Configuring Housekeeping Section Groups
  • Out of Order and Out of Service Reason Codes
    • Prerequisites Out of Order and Out of Service Reasons
    • Configuring Out of Order and Out of Service Reasons
• Configuring Rooms
  • Room Features
  • Configuring Room Classes
  • Configuring Room Types
  • Configuring Room Codes
• Room Conditions
  • Prerequisites for Rooms Conditions
  • Configuring Room Conditions
  • Configuring Hold Room Conditions
• Room Maintenance
  • Prerequisites for Room Maintenance
  • Configuring Room Maintenance Codes
• Configuring Function Spaces

12 Financial Administration

• About Accounts Receivable Configuration
  • Prerequisites for Accounts Receivable Configuration
  • Configuring Accounts Receivable Account Types
  • Configuring AR Restricted Reasons
    • Prerequisites for AR Restricted Reasons Configuration
  • Copying Configuration Codes to Multiple Properties
• Configuring Cashiering Components
  • Configuring Adjustment Reason Codes
  • About Credit Card Authorization Rules
    • Adding Authorization Rules
  • Folio Grouping Codes
    • Adding Languages to the Description Field for Folio Grouping Codes
  • Configuring Auto Folio Settlement Rules
    • Prerequisites for Configuring Auto Folio Settlement Rules
  • Configuring Cashiers
  • Configuring Fiscal Period Reporting
  • About Foreign Currency Codes
    • Prerequisites for Foreign Currency Codes
    • Configuring Foreign Currency Codes
  • Setting Up No Show Posting Rules
    • Managing No Show Posting Rules
  • Translating Numbers to Words
    • Editing Number to Words Code Descriptions
  • Configuring Shift Drop Locations
  • Managing Tax Types
    • Prerequisites for Managing Tax Types
• Commissions
  • Prerequisite for Commissions
  • Bank Accounts
  • Commission Codes
    • Configuring Commission Codes
  • Stop Processing (Hold Payment) Reasons
    • Prerequisites for Stop Processing Reason Codes
    • Configuring Stop Processing (Hold Payment) Reasons
• Setting up Pre Stay Charging Rules
• Setting up Post Stay Charging Rules
• Rate Management
  • About City Tax Function
  • Package Codes
    • Prerequisites for Package Codes
    • Configuring Package Code
    • Package Posting Rhythms
  • Package Groups
    • Configuring Package Groups
  • Package Forecast Groups
    • Searching Package Forecast Groups
    • Creating Package Forecast Groups
  • Rate Classes
    • Searching Rate Classes
    • Creating New Rate Classes
  • Rate Categories
    • Creating and Copying Rate Categories
    • Searching and Editing Rate Categories
  • Event Codes
    • Configuring Event Codes
  • About Rate Codes
    • Base Rates
      • Prerequisites: Base Rates
    • Dynamic Base Rates
      • Prerequisites: Dynamic Base Rates
    • Advanced Dynamic Base Rates
      • Prerequisites: Advanced Dynamic Base Rates
    • Best Available Rates (BAR)
      • Prerequisites: Best Available Rates (BAR)
    • Dynamic BAR Based Rates
      • Prerequisites: Dynamic BAR Based Rates
    • Best BAR by Day
      • Prerequisites: Best BAR by Day
    • BAR Based Rates
      • Prerequisites: BAR Based Rates
    • BAR Applied to Rate Detail
      • Prerequisites: BAR Applied to Rate Detail
    • Rate Codes Overview
    • Searching Rate Codes
    • Creating a New Rate Code
    • Setting a Minimum Rate Floor
    • Creating Rate Restrictions (for Rate Codes)
    • Creating New Rate Seasons
    • Configuring Multi Transaction Code Rate Codes
    • Rate Code Presentation
    • Pricing Schedules
    • Creating New Pricing Schedule
    • Rate Groups
    • Rate Seasons
    • Searching Rate Seasons
    • Sell, Booking, and Stay Dates
    • Age Buckets
    • Display Sets
    • Creating and Editing Display Sets
    • Rate Code Protection
      • Editing Rate Code Protection
    • Rate Code Posting Rhythm
      • Configuring Posting Rhythms
    • Rate Ownership
    • Working with Tiered Rates
  • Configuring Promotion Groups
  • Managing Promotion Codes
    • Prerequisites for Promotion Codes
    • Copying Configuration Codes to Multiple Properties
  • Hurdle Rates
    • Searching Hurdle Rates
    • Adding Hurdle Rate
  • Yield Management
    • Yield Adjustment Codes
    • Yield Categories
    • Yield Market Types
  • Rate Strategies
    • Searching and Editing Rate Strategies
    • Creating Rate Strategy
  • Property Calendar
    • Searching the Property Calendar
    • Day Types
      • Adding Day Types and Events to the Property Calendar
      • Searching Day Types
      • Creating Day Types
• End of Day (Night Audit) Procedures
  • Setting Up End of Day Final Reports
  • Adding New End of Day Procedures
  • Enabling Arrivals with Deposit Balance
• About Transaction Codes
  • Adding Transaction Codes
    • Editing Transaction Codes
    • Configuring Transaction Diversions Rules
    • Copying Transaction Configuration to Multiple Properties
  • Revenue Buckets Overview
    • Prerequisites for Revenue Buckets
    • Managing Revenue Bucket Codes
    • Managing Revenue Bucket Types
  • Managing Routing Codes
    • Prerequisites for Routing Codes
  • Adding Transaction Groups
  • Adding Transaction Code Subgroups
  • Tax Generates
    • Configuring Generates
  • Using Advanced Generates
  • Applying Stop Posting Generates
  • About Rounding Factors
  • Managing Payment Methods
  • Configuring Articles
    • Prerequisites for Managing Articles
  • About Revenue Type Mapping
    • Configuring Revenue Type Mapping
    • Copying a Revenue Type Mapping

13 Booking Administration

• Reservation Alerts
  • Prerequisites for Alerts
  • Configuring Reservation Alerts
  • Global Alert (Rule) Definitions
    • Configuring Global Alert Rules
• Block Configuration Overview
  • Configuring Booking Types
  • Configuring Cancellation Reasons
  • Configuring Conversions
  • Configuring Destination Codes
  • Configuring Lost Reason Codes
  • Configuring Rankings
    • Prerequisites for Rankings
  • Configuring Rate Override Reasons
  • Configuring Refused Reasons Codes
  • Configuring Block Criteria
  • Configuring Reservation Methods
    • Prerequisites for Reservation Methods
  • Block Wash Schedules
    • Prerequisites for Block Wash Schedule
    • Configuring Block Wash Schedules
  • Block Status
    • Configuring Status Codes
    • Configuring Status Code Flow
• Configuring Reservation Deposit Rules
  • Prerequisites for Reservation Deposit Rules
• Marketing Management
  • Configuring Marketing Cities
  • Configuring Market Codes
  • Configuring Market Groups
  • Configuring Marketing Region
  • Configuring Origin Codes
  • Sell Messages
    • Configuring Sell Messages
  • Configuring Source Codes
  • Configuring Source Groups
• Reservation Management
  • Auto Attach Elements
    • Prerequisites for Auto Attach Elements
    • Configuring Auto Attachment Rules
  • Configuring Country Entry Points
  • Configuring Discount Reasons
    • Prerequisites for Discount Reasons
  • Configuring Guest Locators
  • Configuring Guest Messages
  • Configuring Guest Status
  • Configuring Guest Types
  • Configuring Property Move Reasons
  • Configuring Purpose of Stay 
  • Configuring Room Move Reasons
  • Configuring Trace Texts
    • Prerequisites for Trace Texts
  • Turnaway Codes
    • Prerequisites for Turnaway Codes
    • Configuring Turnaway Codes
  • Upgrade Rules
    • Prerequisites for Upgrade Rules
    • Configuring Reservation Upgrade Rules
  • Waitlist
    • Prerequisites for Waitlist Codes
    • Configuring Waitlist (Reason) Codes
    • Configuring Waitlist Priorities
• Resource Management
  • Searching for Catering Package/Templates
  • Setting Up Catering Packages and Templates
  • Configuring Catering Package Pricing
  • Adding Notes to Catering Packages
  • Editing Catering Packages and Templates
  • Editing Event Package/Template Resources
  • Editing Events and Sub Events on Catering Packages/Templates
  • Configuring and Copying Event Forecasts
  • Configuring Multi-Choice Menus

14 Client Relations Administration

• Configuring Activity Results
  • Prerequisites: Activities
• Configuring Activity Types
  • Copying Activity Types
• Configuring Auto Trace Codes and Auto Traces
• Configuring Geographic Components
  • Managing Birth Country Codes
  • About City and Postal Codes
    • Managing City and Postal Codes
  • Managing Countries
  • Managing Country Main Group Codes
  • Managing Distance Type Codes
  • About District Codes
    • Managing District Codes
  • Configuring Identification Country Codes
  • Managing Identification Types Codes
  • About Language Codes
    • Managing Language Codes
  • Managing Nationality Codes
  • Managing Region Codes
  • Managing State Codes
  • Managing Tax Category Codes
  • Managing Tax Office Codes
• Guest Loyalty Programs
  • Membership Tiers
  • Setting up Membership Type Rules
  • Setting up Membership Cards
  • Creating Membership Types
  • Searching, Creating, and Editing Membership Rate Groups
  • Setting up Membership Points Calculation
• Profile Management
  • Configuring Account Types
  • Address Formats
    • Configuring Address Formats
  • Configuring Address Types
  • Alternate (Name) Language Titles
    • Prerequisites for Alternate (Name) Language Titles
    • Configuring Alternate Name Titles
  • Configuring Business Segments
  • Communication Types
    • Configuring Communication Types 
  • Configuring Company Types
    • Prerequisites for Company Types
  • Forecast Types
    • Configuring Forecast Types
  • Configuring Frequency
  • Configuring Inactive Reasons
  • Configuring Keyword Types
    • Prerequisites for Keyword Types
  • Configuring Mailing Action Codes
  • Preference Groups
    • Configuring Preference Groups
  • Preferences
    • Configuring Preference Codes
  • Profile Name Validations
    • Prerequisites for Profile Name Validations
    • Configuring Profile Name Validations
  • Configuring Profile Protection
    • Prerequisites for Profile Protection
  • Relationships
    • Configuring Relationships
  • Configuring Restriction Reasons
    • Prerequisites for Restriction Reasons
  • Sales Information
    • Prerequisites for Sales Information
    • Configuring Account Priorities
    • Configuring Business Potential
    • Configuring Competition Codes
    • Configuring Industry Codes
    • Configuring Influence Codes
    • Configuring a Scope
    • Configuring a Scope City
    • Configuring Sources
    • Configuring a Territory
  • Titles
    • Prerequisites for Advanced Titles
    • Configuring Titles
  • Configuring Travel Agent Types
    • Prerequisites for Travel Agent Types
  • VIP Levels
    • Prerequisites: VIP Levels
    • Configuring VIP Levels

15 Interfaces Administration

• Enhanced Room Key Generation
  • Customizing the Additional Rooms Field
  • Customizing the Create Key Screen Additional Rooms Field
  • DLS (Door Lock System) Property Interface Setup Options
  • Creating Keys from the Property Interface Control Screen
  • Enhanced Room Key Generation Validation Rules by Process
  • Enhanced Room Key Generation Impact
  • Enhanced Room Key Generation Conditions/Assumptions
  • Enhanced Room Key Generation Prerequisites
• Configuring a Credit Card PIN Entry Device
• Configuring a Chip and PIN Reader
  • Chip and PIN Payment Method
• Configuring Device Areas
• Configuring a Workstation (RFID Encoder)

Part IV Role Manager

16 OPERA Tasks

• OPERA Tasks — Bookings
• OPERA Tasks — Booking Admin
• OPERA Tasks — Channel
• OPERA Tasks — Client Relations Admin
• OPERA Tasks — Client Relations
• OPERA Tasks — Enterprise Admin
• OPERA Tasks — Exchange Interfaces
• OPERA Tasks — Financial Admin
• OPERA Tasks — Financials
• OPERA Tasks — General
• OPERA Tasks — Interfaces Admin
• OPERA Tasks — Inventory
• OPERA Tasks — Inventory Admin
• OPERA Tasks — Miscellaneous
• OPERA Tasks — Reports
• OPERA Tasks — Role Manager
• OPERA Tasks — System Support
• OPERA Tasks — Toolbox
• OPERA Tasks — Worklist

Part V Toolbox

17 Utilities

• Data Synchronization
  • Synchronizing Business Events
  • Synchronizing Summary Profile Statistics
• Processors
  • Processor Forecast
  • Running the Utilities Forecast Processor
  • Starting the Rate Strategy Processor
  • Schedule Check Out / Auto Check In
  • Using the Interface Status Utility
• Data Management
  • Changing Chain Mode
• Room Utilities
  • Changing Room Numbers
  • Change Room Type of a Room Number
    • Changing Room Type of a Room Number
  • Change Room Type to Another Room Type
    • Changing Room Type to Another Room Type
  • Changing Room Class
• Transaction Management
  • Changing Transaction Codes in Utilities

18 Toolbox System Setup

• External Database Configurations

Part VI Exchange

19 OPERA Cloud Exchange Overview

• Prerequisites

20 Switching the Interface

21 Interface Setup

• Communication Methods
• Automatic Transmission Schedule (ATS)
• Data Request
• Copying Conversion Codes
• Matching Profile Rules in OXI

22 Interface Mapping

• Mapping UDF

23 Interface Controls

• Block Parameters and Settings
  • Block Defaults for OXI
• Generic Parameters and Settings
  • Other Defaults for OXI
• Inventory Parameters and Settings
• Profiles Parameters and Settings
  • Default Profiles for OXI
• Rates Interface Parameters and Settings
  • Rate Defaults for OXI
• Reservations Interface Parameters and Settings
  • Reservation Defaults for OXI

24 Message Status

• Messages From the External System
• Messages To External System

25 Interface Resync

• Resynchronization History
• Interface Resync - Blocks
• Interface Resync - Turnaways
• Interface Resync - Datamart
• Interface Resync - Events
• Interface Resync - Function Space
• Interface Resync - Inventory
• Interface Resync - Products
• Interface Resync - Profiles
• Interface Resync - Promotions
• Interface Resync - Rates
• Interface Resync - Reservation
• Interface Resync - Restrictions
• Interface Resync - Stay
• Interface Resync - Hurdles
• Interface Resync - Inventory Items

Part VII OPERA Cloud Terminology

26 OPERA Cloud Terminology A-Z

Part VIII OPERA Cloud Services Documentation Videos