Configuring Membership Transaction Groups

Transaction Groups are used within the setup of point calculation rules for Membership Types. Within a rule, you may specify if points are calculated by a transaction group. You can identify which transaction (charge) codes belong within the transaction group so that OPERA Cloud calculates points based on the charge codes selected here that are posted in the reservation account. For example, you may create a transaction group called All Revenue and within this group, you can select all sales charge transaction codes excluding non-revenue, paid out etc. When this transaction group is applied to a calculation rule, points are calculated if the selected charge codes are posted to the reservation account.

Adding a Membership Transaction Group

1. From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.

2. Click New and enter the following details:

   1. Code: Enter the membership Transaction group code.

   2. Description: Enter the description for the Transaction group.

   3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

   4. Select one or Transaction codes from the Available panel then use the greater than symbol (>) to move your selection to the Selected panel. 

      Note:

      Use the filter to refine the search; enter value and click Go.

3. Click Save.

Editing a Membership Transaction Group

1. From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.

2. Enter search criteria, click Search.

3. Select the Transaction group and click Vertical Ellipse and select Edit.

4. Update the details.

5. Click Save.

Deleting a Membership Transaction Group

1. From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.

2. Enter search criteria, click Search.

3. Select the Transaction group and click Vertical Ellipse and select Delete.

4. Click Delete to confirm.