Creating a Generate
You can configure generates for individual transaction codes, all transaction codes within a transaction code subgroup, or all transaction codes within a transaction code group. Use the Generates panel to configure generates.
From the Administration menu, select Financial, select Transaction Management, and then select one of the following: Transaction Codes, Transaction Groups, or Transaction Subgroups.
Select the transaction code, transaction group, or transaction subgroup for which to create generates and click Edit.
Note:
The Generates panel is not enabled for transaction codes linked to a Wrapper Group or a Payment Group.
Select the Generates Code to be generated.
Tax Type. This option controls whether the generate is applied to a posting and how it is calculated based on the tax type value from either the profile or reservation (Tax Type Calculation must be set in OPERA Controls).
Non-Tax Type. This option applies to all reservations/profiles.
Percentage. Select if the generate is a percentage of the transaction posting. In the Calculation On field, select the down arrow and select the value against which the percentage should be applied. Usually the percentage is applied to the base amount of the posting. However, you can also select the value stored in Subtotal 1 (S1), Subtotal 2 (S2), or Subtotal 3 (S3) if you are calculating a tax on another tax or service charge.
Amount. Select if the generate is a flat amount.
UDF Function (User-Defined Function). Select if the generate is calculated based on a user-defined function or formula. Enter the start day and select a user defined function from the drop-down menu.
Do Not Post . Do not calculate or post a generated charge (used when a base charge is tax exempt for a specific tax type).
Start Date . Select a start date for the generate rule.
Select Add Calculated Amount to. Select the Subtotal Base Posting to store the results of a calculation in a "bucket" for use by a subsequent generate calculation. The value of a specific Subtotal bucket will be cumulative if later generate calculations also store their results in the same Subtotal bucket. The base amount of the posting is held in each bucket flagged to include the transaction amount.
Do not post after (n) days. Enter a value after which the generate will stop posting.
Checkout. If the checkout button is selected in the Billing screen, or if an early departure is performed, you are prompted accordingly. During checkout when you select the Checkout button, if the generate is marked as Prompt at Checkout, the Adjust Generates screen appears with a message that generates are evaluated for adjustment. You can select/unselect and click OK to continue.
No Adjustment. The adjustment is not made automatically, and you are not prompted with a message during checkout. This is the default type.
Click Save.
Editing Generates
Editing Generates (if only the view action is available, the generate is inherited from another level and cannot be edited):
From the Administration menu, select Financial, select Transaction Management, and then select one of the following: Transaction Codes, Transaction Groups, or Transaction Subgroups.
In the Property tab, enter search criteria and then click Search.
From your search results, select the record.
Click the row-level vertical ellipsis and select View.
Navigate to the Generates panel.
Select the row level vertical ellipsis and select Edit.
Update details.
Click Save.
Deleting Generates
Deleting Generates (if only the view action is available, the generate is inherited from another level and cannot be edited):
From the Administration menu, select Financial, select Transaction Management, and then select one of the following: Transaction Codes, Transaction Groups, or Transaction Subgroups.
In the Property tab, enter search criteria and then click Search.
From your search results, select the record.
Click the row-level vertical ellipsis and select View.
Navigate to the Generates panel.
Select the row level vertical ellipsis and select Delete.
Parent topic: Tax Generates