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
• Updating Your Challenge Questions
• Changing Your Location in Multi-Property Operations
• Enterprise Administrator Access and Chain Selection
• Common Actions, Icons, and Navigation
  • Application Navigation
    • Side Menu
    • Notifications
  • Search Screens
    • Search Using Basic Criteria
    • Search Using Advanced Criteria
    • Predefined Searches
    • Modify Search
    • Search Result Panel
      • View and Goto Navigation 
      • Vertical Ellipse Menu
      • I Want to Menu
      • Modifying Column Selection and Sequence
      • Exporting Search Results
  • Presentation Pages
  • Icons
  • Keyboard Navigation
• Managing Application Settings
• Quick Launch
  • Managing My Quick Links
    • Viewing the Property Brochure from Quick Launch
  • Quick Links
    • 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 for Performance Meter

Part I OPERA Cloud

2 Client Relations

• Activities
  • Prerequisites for Activities
  • Managing Activities
  • Linking Multiple Profiles to Activities
  • Linking Multiple Blocks to Activities
  • Inviting Multiple Owners to Activities
  • Managing Attachments
    • Prerequisites for Attachments
• Profiles
  • Creating Guest or Contact Profile
  • Creating a Sales Account Profile
  • Managing Profiles
    • Managing a Sales Account Profile
    • Managing Sales Account Contacts
    • Filtering Profile Search by Accounts
    • Editing a Profile’s Sales Information
    • Managing Profile Channel Negotiated Rates
    • Managing Sales Account Commission Details
    • Credit Ratings
      • Prerequisites for Managing Reservations Credit Ratings
    • Managing Sales Account Keywords
      • Prerequisites for Managing Sales Account Keywords
    • Managing Profile AR Accounts
      • Prerequisites for Managing Profile AR Accounts
    • Managing a Guest or Contact Profile
    • Managing Profile Subscription
    • Managing Profile Memberships
      • Prerequisites for Profile Memberships
    • Profile Negotiated Rates
      • Managing Profile Negotiated Rates
    • Default Profile Routing Instructions
      • Prerequisites for Managing Profile Routing
      • Managing Profile Routing Instructions
    • Managing Profile Relationships
      • Prerequisites for Manage Profile Relationships
    • Managing Profile Identification and Personal Details
      • Prerequisites for Managing Profile Identification and Personal Details
      • Using the Desktop ID Document Scanner
      • Using the Mobile ID Document Scanner
    • Managing Profile Preferences
    • Managing Profile Communication
    • Managing Profile Correspondence and Privacy Options
    • Managing Profile Notes
    • Viewing Profile Future and Past Stays
    • Viewing Profile Future and Past Blocks
    • Managing Attachments
      • Prerequisites for Attachments
    • Guest Stay Statistics
    • Making a Guest Profile Private
    • Profile Merge
      • Merging Profiles
    • Profile Anonymization
    • Downloading a Profile from the Central Reservation Database
    • Viewing a List of Recently Viewed Profiles

3 Bookings

• Reservations
  • About Reservations
    • Suppress Rates
  • Booking a Reservation
    • Creating a Multi-Segment Stay Reservation
    • Turnaways
    • Closing Scripts
      • Prerequisites for Closing Script
  • Managing Reservations
    • Credit Card Authorization Reversals
      • Changing an Authorized Credit Card Payment Method
    • Editing a Reservation
    • Confirming Reservations
    • Assigning Rooms to a Reservation
    • Linked Reservations
    • Managing Reservation Prepaid (Gift) Cards
      • Prerequisites for Managing Reservation Prepaid (Gift) Cards
    • Managing Reservation Upgrade Offers
      • Prerequisites for Managing Reservation Upgrade Offers
    • 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
    • Managing Waitlist Reservations
      • Prerequisites for Managing Waitlist Reservation
    • Merging Matched Reservations
      • Prerequisites for Merging Reservations
    • Managing Reservation Call History
      • Prerequisites for Managing Reservation Call History
    • Managing Reservation Tickets
      • Prerequisites for Managing Reservation Tickets
    • Managing Locators
    • Managing Reservation Transportation
      • Prerequisites for Managing Reservation Transportation
    • External References
    • Marking a Room as Do Not Move
    • Moving Reservations to Other Properties
    • Managing Room Interfaces
      • Room Interfaces
    • Copying Reservations
      • Copy Credit Card Payment Method
    • Searching for Reservations Flagged for External Guest Notifications
    • Managing Reservation Notes
    • Managing Reservation Traces
      • Prerequisites for Adding Traces To Reservations
    • Reservation Routing Instructions
      • Prerequisites for Manage Reservation Routing Instructions
      • Managing Reservation Routing Instructions
    • Reservation Housekeeping and Task Schedule
      • Prerequisites for Managing Reservation Housekeeping and Task Schedule
      • Managing Reservation Housekeeping and Task Schedule
    • Managing Reservation Payment Instructions
    • Managing Reservation Deposit Request and Cancellation Policy
      • Prerequisites for Managing Reservation Deposit and Cancellation
    • Managing Reservation Cancellation
      • Prerequisites for Managing Reservation Cancellation
    • No Show and Cancellation Postings
    • Managing Reservation Fixed Charges
      • Prerequisites for Reservation Fixed Charges
    • Managing Reservation Alerts
      • Prerequisites for Reservation Alerts
    • Managing Reservation Preferences
    • Authorizing Credit Card Transactions
      • Viewing Credit Card History
      • Viewing Credit Card Details
    • Managing Reservation Linked Profiles
      • Prerequisites for Managing Reservation Linked Profiles
    • Reservation Package Items
      • Prerequisites for Reservation Package Items
      • Managing Reservation Package Items
      • Managing Add-on (Sell Separate) Package Items
    • Reservation Item Inventory
      • Prerequisites for Reservation Inventory Items
      • Managing Reservation Inventory Items
    • Managing Reservation Memberships
      • Prerequisites for Reservation Memberships
    • Managing Attachments
      • Prerequisites for Attachments
  • Creating House Posting Accounts
  • About the Room Diary
    • Using the Room Diary
• Reservations Workspace
  • Managing Guest Messages
    • Prerequisites for Managing Guest Messages
  • Mass Cancellation
  • Property Calendar
    • Using the Property Calendar Setup
• Blocks
  • Creating a Block
  • Managing Blocks
  • Non-Elastic, Elastic, Sell Limits, and Shoulder Dates
  • Simple Events
    • Prerequisites for Simple Events
    • Managing Simple Events
    • Managing Notes on Simple Events
    • Simple Diary
  • Copying Blocks
  • Creating Additional Posting Master Reservation
  • Creating a Tour Series
    • Prerequisites for Creating a Tour Series
  • Viewing Stay Statistics
  • Viewing Production Changes
  • Master and Sub Blocks
    • Master and Sub-Allocations
    • Creating Master and Sub Blocks
      • Creating a Master Allocation
      • Creating Sub-Allocations
  • Group Rooming Lists
    • Creating Block Reservations Using Rooming List Import
    • Creating Blocks Reservations Using Rooming List Entry
    • Changing Template for Rooming List
  • Applying Changes to Multiple Block Reservations
  • Creating Room Keys
  • Generating Key Packets for 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 Block Alternate Dates
    • Prerequisites for Managing Block Alternate Dates
  • Managing Attachments
    • Prerequisites for Attachments
  • Managing Block Status
  • Managing Block Reservation Deposits and Cancellations
  • Managing Block Linked Profiles
  • Managing Block Access Exclusion
  • Managing Block Restrictions
  • Managing Block Item Inventory
    • Prerequisites for Managing Block Inventory Items
  • Managing Block Wash Schedule
    • Prerequisites for Managing Block Wash Schedule
  • Managing Block Sell Messages
    • Prerequisites for Block Sell Message
  • Managing Blocks Traces
    • Prerequisites for Block Traces
  • Managing Block Notes
  • Using Block Room and Rate Grid
    • Managing Block Room and Rate Grid
    • Accessing the Block Room Rate Grid
    • Loading the Block Room Rate Grid
    • Editing the Block Room Rate Grid
• Events
  • Prerequisites for Events
  • Creating Events
  • Creating Events from Templates
  • Managing Alternate Space Events
  • Managing Events
  • Editing Multiple Events
  • Converting Events or Sub Events
  • Copying Events to Other Dates
  • Managing Event Notes
  • Managing Events Revenue Summary
    • Prerequisites for Managing Events Revenue Summary
  • Running Reports from Event Search
  • Posting Charges for Events
    • Prerequisites for Posting Charges for Events
    • Managing Event Posting
  • Viewing Event Production Changes
  • Viewing the Events Changes Log
  • Managing Catering Packages on Blocks
  • Managing Attendees on Package Events
  • About Event Resources
    • Prerequisites for Event Resources
    • Managing Event Resources
    • Copying/Moving Resources to Block Events
    • Applying Discounts to Event Resources on Blocks
    • Managing Resource Notes
    • Editing Menu Resources on Block Events
    • Managing Custom Menu Items
    • Managing Custom Items
    • Managing Multi-Choice Menus
  • Using the Function Diary

4 Front Desk

• Arrivals and Check In
  • Pre-Register Arrival Reservations
  • Hold Rooms
    • Prerequisites for Hold Rooms
    • Placing a Room on Hold
  • Managing Reservation Queue Status
    • Prerequisites for Managing Reservation Queue Status
  • Managing eSignature Registration Cards
    • Prerequisites for eSignature Registration Cards
  • External Guest Notifications
    • External Guest Notifications Conditions and Assumptions
    • External Guest Notifications Impact
    • Flagging a Reservation for External Guest Notifications
  • Checking in Reservations
    • 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)
      • Prerequisites for Mass Check In
      • Mass Check In Conditions and Assumptions
      • Mass Check In Impact
      • Troubleshooting Mass Check In
    • Checking In Multiple Reservations (Mass Check In)
      • Checking 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)
• In House
  • Reversing (Cancelling) Check-In
  • Room Move
    • Moving an In House Reservation
• 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 Reservations Early
• Front Desk Workspace
  • Registration Card Conditions and Assumptions
    • Registration Card Screen
    • Printing Registration Cards
  • Running AI Room Assignment
    • Prerequisites for Running AI Room Assignment
  • Wake Up Calls
    • Prerequisites: Wake Up Calls
    • Managing Guest Wake Up Calls
  • (Batch) Room Assignment

5 Inventory

• Restrictions
  • Prerequisites for Restrictions
  • Managing Restrictions
• Availability
  • Property Availability
  • Viewing Property Availability
  • Sell Limits
    • Prerequisites for Sell Limits
    • Setting Sell Limits
• Room Management
  • Forecasting Housekeeping Services
  • 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
    • Guest Service Status
  • Viewing Floor Plans
  • Managing Room Maintenance Requests
    • Prerequisites for Managing Maintenance Requests
  • Managing Out of Order Rooms
    • Prerequisites for Out of Order
  • Managing Out of Service Rooms
    • Prerequisites for Out of Service
  • Room Conditions
    • Viewing Room Conditions
    • Setting Room Conditions
  • Viewing Property Site Plan Images
  • Task Sheets
    • Prerequisites for Task Sheets
    • Generating Task Sheets
    • Using the Task Sheet Companion
      • Prerequisites for Using the Task Sheet Companion
      • Task Companion Auto-Priority
  • Attendant Console

6 Financials

• Accounts Receivables
  • Managing Accounts Receivables Accounts
    • Prerequisites for Accounts Receivables
  • Managing Accounts Receivables Fixed Charges
    • Prerequisites for Accounts Receivables Fixed Charges
  • Managing Accounts Receivables Notes
  • Managing Accounts Receivable Traces
    • Prerequisites for Accounts Receivable Traces
  • Managing AR Account Invoices and Payments
    • Managing AR Invoice Payments
    • Applying Unallocated Payments
      • Unapplying Payments
    • Viewing Payment History
    • Compressing Invoices
    • Viewing and Managing Invoice Details
      • Prerequisites for Viewing and Managing Invoice Details
      • Transferring Invoice Charges
      • Finalizing Invoices
  • Accounts Receivable Aging
    • Viewing Accounts Receivables Future and Past Stays
  • Viewing AR Accounts Changes Log
  • Viewing Accounts Receivables Year View
  • Accounts Receivables Reminders and Reminder Cycles
    • Sending Accounts Receivable Reminders
    • Accounts Receivable Statements and Reminders
  • Creating and Generating Accounts Receivable Statements
  • Accounts Receivables Statement Numbering
    • Prerequisites for AR Statement Numbers
  • Direct Bill Transfer
    • Prerequisites for Direct Bill Transfer
    • Managing Direct Bill Transfers
  • Accounts Receivables Batch Postings
  • Accounts Receivable Transaction Research
  • Accounts Receivables Credit Card Transfer
    • Managing AR Credit Card Transfer
• 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)
  • Managing Folio Histories
    • Credit Bills On Folios
      • Generating a Credit Bill
  • Manage Billing
    • Advance or Interim Billing
      • Generating a Folio for an Interim Bill
      • Generating a Folio for an Advance Bill
    • Generating a Folio for a Specific Window
    • Generating a ProForma Invoice
    • Postings, Adjustments, and Payments
      • Moving a Payment Method from One Folio Window to Another
      • Applying Payments to Guest Folios
      • Making an Adjustment to a Guest Account
      • Moving Posted Transactions from One Folio Window to Another
      • Posting Charges to Guest Folios
      • Posting a Rate Code to a Guest Bill
      • Redeem Prepaid (Gift) Cards
    • 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
  • Generating Batch Folios
    • Auto Folio Settlement
    • Generating Auto Folio Settlement Folios
    • Auto Folio Settlement Process
      • Running the Batch Folio Process for Automatic Folio Settlement
    • Auto Folio Settlement Impact
    • Auto Folio Settlement Conditions/Assumptions
    • Prerequisites for Auto Folio Settlement
    • Troubleshooting Auto Folio Settlement
  • Posting Batch Charges
  • Processing Batch Deposits
  • Credit Card Settlement
    • Settling Credit Card Transactions
  • Managing Prepaid (Gift) Cards
    • Prerequisites for Managing Prepaid (Gift) Cards
  • Calculating Currency Exchanges
    • Creating Currency Exchange Rates
  • Charging Purchases Using Post It
  • Managing Receipt History
  • Open Cashiers
  • Closing Cashiers
  • Generating Cashier Reports
• 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
  • Prerequisites for Internal Charge Numbers
• End of Day Procedures
  • Running End of Day
  • Income Audit
    • Running Income Audit
    • Print Interim Reports
  • Update the 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

• Changes Log
  • Viewing Changes Log Details
• Managing Log It
  • Prerequisites for Logging It
• Managing Service Requests
  • Prerequisites for Managing Service Requests
• 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
  • Back Office Exports
    • Creating or Editing a Back Office Export File
  • Generic XML Back Office Export
    • Generic XML Back Office Export-Specifications
      • Revenue Export
      • City Ledger Export
      • Bills Export
      • Statistics Export
      • Customer Export
  • Creating or Editing a General Export File
  • Exporting a General or Back Office Data File
  • Creating a Component Export File
  • Viewing Export Details
  • Managing Scheduled Exports
    • Prerequisites for Managing Scheduled Exports
  • SFTP Delivery Method Configuration
  • Create Export From Template
    • Prerequisites for Creating Export From Template
  • General Export Template Catalogue
• Telephone Operator
• Managing Telephone Book Categories and Entries

8 Reports

• Reports Overview
  • Generating Reports
• Working with Watermarks
• About Stationery Editor (Oracle Business Intelligence (BI) Publisher)
  • Using Stationery Editor
    • Prerequisites for Stationery Editor
  • Configuring Stationery Templates
  • Banquet Event Order – 1 Column(SAMPLE_BEO_1COLUMN.REP with REP_BEO_1COLUMN.FMX)
  • Banquet Event Order – 2 Column (SAMPLE_BEO_2COLUMN)
  • Banquet Event Order – 2 Column FB (SAMPLE_BEO_2COLUMN_FB)
  • Installing Oracle BI Publisher Desktop on a Workstation
• Report Descriptions
  • Accounts Receivable Reports
  • Activity Reports
    • Prerequisites for Activity Report
    • Activity Report (rep_activity_rep with rep_activity.fmx)
    • Activity Summary Matrix Report
      • Prerequisites for Activity Summary Matrix Report
  • Arrivals Reports
  • Blocks and Groups Reports
    • Block Actual Report (rep_actbb_p)
    • Block Actual Pick Up Report (rep_actbb)
      • Prerequisites for Actual Business Block Rooms Report
    • Block Conversion (rep_block_conversion.rep)
      • Prerequisites for Block Conversion
    • Block Cancellation Summary Report (rep_cancel_summary.rep)
      • Prerequisites for Cancellation Summary Report
    • Pro Forma Invoice Generates Report (Rep_Proforma_Invoice)
    • 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
    • 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 Reports
    • Prerequisites for Catering Configuration Reports
    • Daily Menu Item List (rep_menuitem.rep with rep_menuitem.fmx)
      • Prerequisites for Daily Menu Item List
  • Commissions Reports
  • Configuration Reports
  • Departures Reports
  • End of Day Reports
  • Event Reports
    • Prerequisites for Event Reports
    • Catering Pace / Progress Reports (Rep_Catering_Progress.Rep with Rep_Catering_Progress.FMX)
    • Banqueting Equipment List (rep_equipment_list.rep with rep_equipment_list.fmx)
    • Monthly Catering Forecast (rep_month_forecast.rep with rep_month_forecast.fmx)
    • Item Availability Report (rep_item_availability.rep with rep_item_availability.fmx)
    • Daily Catering Forecast (rep_ev_forecast.rep with rep_ev_forecast.fmx)
    • Daily/Weekly List of Events – Detailed (sample_event_list_detailed.rep with rep_evord.fmx)
    • Event Note Change Log Report (Rep_Event_Note_Changelog)
      • Prerequisites for Event Note Change Log Report
    • Posted Event Revenue Report (rep_posted_event_revenue with rep_posted_event_revenue.fmx)
    • Meal Type Forecast by Day (BI) (Rep_Meal_Type_Forecast_bi.rep with rep_Meal_Type_Forecast_BI.FMX)
    • Menu Cost Report (rep_menu_cost.rep with rep_menu_cost.fmx)
  • Financials Reports
  • Forecast Reports
  • Guests In-House Reports
  • Housekeeping Reports
  • Miscellaneous Reports
  • Profiles Reports
  • Reservations Reports
  • Sales Account Reports
    • Prerequisites for Sales Account Reports
    • Account Statistics Report (rep_acc_stats.rep)
      • Prerequisites for Account Statistics Report
    • Sales Manager Progress (BI) (Rep_MGR_Progress_BI.Rep with Rep_MGR_Progress_BI.FMX)
      • Prerequisites for Sales Manager Progress (BI)
  • Statistics Reports
  • Yield Management Reports
• Configuring Shift Reports
• Managing Scheduled Reports
  • Prerequisites Manage Scheduled Reports
• Report Groups
  • Configuring Report Groups
  • Stationery Report Groups
• Configuring Definable Managers Report
• Configuring Reports
• Copying Reports to Multiple Properties

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
• Post 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

• User Interface Management
  • Delete Customization
    • Prerequisites for Delete Customization
    • Searching for and Deleting a Customization
  • Presentation Styles
    • Prerequisites for Presentation Styles
    • Configuring Presentation Styles
  • UDF Groups and Values
    • Prerequisites for User Defined Fields and Values
    • Configuring UDF Groups
    • Configuring UDF Values
• Chain and Property Management
  • Configuring Departments
  • Configuring Electronic Registration Card Templates
    • Prerequisites for Electronic Registration Cards
  • Configuring Hubs
  • Configuring Job Titles
  • Configuring Property Brochure Master Data
  • Configuring Properties
  • Adding the Property Image to the Business Card
  • Configuring Closing Scripts
    • Prerequisites for Closing Scripts
  • Configuring Amenities
  • Configuring Attraction Categories
  • Configuring Attractions
  • Configuring Airports
  • Configuring Note Types
  • Configuring Transportation
  • Configuring Service Request Priorities
    • Prerequisites for Configuring Service Request Priorities
  • Configuring Service Request Codes
    • Prerequisites for Configuring Service Request Codes
  • Configuring Communication Methods
  • Configuring Owner Teams
    • Prerequisites for Configuring Owner Teams
  • Configuring Property Types
  • Configuring Property Detail Categories
• Image Management
  • Configuring Floor Plans
• 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
• Configure Track It
  • Prerequisites for Track It
  • Configuring Track It Types
  • Configuring Track It Locations
  • Configuring Track It Actions

11 Inventory Administration

• Accommodation Management
  • Housekeeping Section Groups and Sections
    • Configuring Housekeeping Section Codes
    • Configuring Housekeeping Section Groups
  • Housekeeping Attendants
    • Configuring Housekeeping Attendant Information
  • 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
  • Room Conditions
    • Prerequisites for Rooms Conditions
    • Configuring Room Conditions
    • Configuring Hold Room Conditions
  • Configuring Rooms
    • Room Features
    • Configuring Room Classes
      • Prerequisites for Room Classes
    • Configuring Room Types
    • Configuring Room Codes
  • Configuring Room Hierarchy (Room) Classes
    • Prerequisites for Configuring Room Hierarchy (Room) Classes
  • Configuring Room Hierarchy (Room) Types
    • Prerequisites for Configuring Room Hierarchy (Room) Types
  • Configuring Room Features 
  • Room Maintenance
    • Prerequisites for Room Maintenance
    • Configuring Room Maintenance Codes
  • Configuring Room Pools 
  • Configuring Room Pool Mapping
    • Prerequisites for Configuring Room Pool Mapping
• Function Space Management
  • Prerequisites for Function Space Management
  • Configuring Function Spaces
  • Configuring Function Space Types
  • Configuring Function Space Locations
  • Configuring Event Types
  • Configuring Rental Codes
  • Configuring Setup Styles
• Task Sheets
  • Housekeeping Task Scheduling
    • Prerequisites for Housekeeping Task Scheduling
    • Configuring Housekeeping Tasks for Scheduling
    • Configuring (Room Type) Task Schedules
  • Configuring (Task) Supplies
  • Configuring Housekeeping Tasks
    • Prerequisites for Housekeeping Tasks
  • Configuring Task Sheet Room Details

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 Folio Copy Legend
    • Prerequisites for Configuring Folio Copy Legend
  • Configuring Folio Types
  • Configuring Cashiers
  • Configuring Custom Numbers
    • Prerequisites for Custom Numbers
  • Configuring Fiscal Period Reporting
    • Prerequisites for Configuring Fiscal Period Reporting
  • About Foreign Currency Codes
    • Prerequisites for Foreign Currency Codes
    • Configuring Foreign Currency Codes
  • Setting Up No Show Posting Rules
    • Prerequisites for Setting Up No Show Posting Rules
    • Configuring No Show Posting Rules
  • Translating Numbers to Words
    • Editing Number to Words Code Descriptions
  • Configuring Shift Drop Locations
    • Prerequisites: Shift Drop Locations and Bag Numbers
  • Configuring Tax Types
    • Prerequisites for Managing Tax Types
  • Configuring Currency Exchange Service Taxes
    • Prerequisites for Configuring Currency Exchange Service Taxes
• Commissions
  • Prerequisite for Commissions
  • Configuring Commission 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
  • Configuring Rate Classes
  • Configure Rate Categories
  • Configuring Rate Seasons
    • Prerequisites for Rate Seasons
  • About Rate Codes
    • Base Rates
      • Prerequisites: Base Rates
    • Dynamic Base Rates
      • Prerequisites for Dynamic Base Rates
    • Configuring Advanced Daily Rates
      • Prerequisites for Advanced Daily Rates
    • Advanced Dynamic Base Rates
      • Prerequisites for Advanced Dynamic Base Rates
    • Best Available Rates (BAR)
      • Prerequisites for 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 for BAR Applied to Rate Detail
    • Rate Codes Overview
    • Searching Rate Codes
    • Creating a New Rate Code
    • Managing Rate Code Approval
      • Prerequisites for Managing Rate Code Approval 
    • Setting a Minimum Rate Floor
    • Creating Rate Restrictions (for Rate Codes)
    • Configuring Multi Transaction Code Rate Codes
    • Rate Code Presentation
    • Configuring Daily Rates
      • Prerequisites for Configuring Daily Rates
      • Managing Daily Rates
    • Configuring Rate Code Pricing Schedules
    • 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
    • Configuring Rate Code Default Routing Instructions
      • Prerequisites for Rate Code Default Routing Instructions
    • Rate Ownership
    • Working with Tiered Rates
      • Prerequisites for Rate Tiers
  • Configuring Promotion Groups
  • Configuring Promotion Codes
    • Prerequisites for Promotion Codes
  • Hurdle Rates
    • Searching Hurdle Rates
    • Adding Hurdle Rate
  • Yield Management
    • Yield Adjustment Codes
    • Yield Categories
    • Yield Market Types
  • Configuring Rate Strategies
  • Property Calendar
    • Searching the Property Calendar
    • Configuring (Calendar) Event Codes
    • Creating Day Types
      • Prerequisites for 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
  • Configuring Routing Codes
    • Prerequisites for Routing Codes
  • Configuring Transaction Code Groups
  • Configuring Transaction Code Subgroups
  • Tax Generates
    • Configuring Generates
  • Using Advanced Generates
  • Applying Stop Posting Generates
  • About Rounding Factors
  • Configuring Payment Methods
  • Configuring Transaction Code Protection (Ownership)
    • Prerequisites for Transaction Code Protection
  • Configuring Articles
    • Prerequisites for Configuring Articles
  • About Revenue Type Mapping
    • Configuring Revenue Type Mapping
    • Copying a Revenue Type Mapping
  • Credit Card Types
    • Prerequisites for Credit Card Types
    • Configuring Credit Card Types

13 Booking Administration

• Reservation Alerts
  • Prerequisites for Alerts
  • Configuring Reservation Alert Messages
  • Global Alert (Rule) Definitions
    • Configuring Global Alert Rules
• Block Management Overview
  • Configuring Booking Types
  • Configuring Cancellation Reasons
  • Configuring Conversions
    • Prerequisites for Configuring Conversions
  • Configuring Destination Codes
  • Configuring Lost Reason Codes
  • Configuring Rankings
    • Prerequisites for Block Ranking
  • Configuring Rate Override Reasons
  • Configuring Refused Reasons Codes
  • Configuring Reservation Methods
    • Prerequisites for Reservation Methods
  • Configuring Sales Allowances
    • Prerequisites for Configuring Sales Allowances
  • Block Wash Schedules
    • Prerequisites for Block Wash Schedule
    • Configuring Block Wash Schedules
  • Block Status
    • Configuring Status Codes
    • Configuring Status Code Flow
• Booking Rules and Schedules
  • Cancel Penalties (Cancellation Penalty Rules)
    • Prerequisites for Cancel Penalties
    • Configuring Cancel Penalties
  • Cancel Penalty Schedules
    • Prerequisites for Cancel Penalty Schedules
    • Configuring Cancel Penalty Schedules
  • Configuring Deposit Rules
    • Prerequisites for Reservation Deposit Rules
  • Deposit Rule Schedules
    • Prerequisites for Deposit Rule Schedules
    • Configuring Deposit Rule Schedules
  • Reservation Types
    • Prerequisites for Reservation Types
    • Configuring Reservation Types
  • Reservation Type Schedules
    • Prerequisites for Reservation Type Schedules
    • Configuring Reservation Type Schedules
• Catering Codes
  • Prerequisites for Catering Codes
  • Configuring Menu Item Containers
  • Configuring Servings
• 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
  • Configuring eCoupons
    • Prerequisites for eCoupons
  • Configuring Pre-Registration Rules
    • Prerequisites for Pre-Registration Rules
  • Immigration Status
    • Prerequisites for Immigration Status
    • Configuring Immigration Status
  • 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
    • Upgrading Reservation Offers
  • Waitlist
    • Prerequisites for Waitlist Codes
    • Configuring Waitlist (Reason) Codes
    • Configuring Waitlist Priorities
• Resource Management
  • Prerequisites for Resource Management
  • Configuring Catering Packages / Templates
    • Prerequisites for Catering Packages / Event Templates
  • Configuring Catering Template Events and Notes
  • Configuring Catering Template Resources and Notes
  • Configuring Catering Package Pricing
  • Configuring Catering Revenue Groups
  • Configuring Catering Revenue Types
  • Configuring Event Forecasts
  • Configuring Item Class
    • Prerequisites for Item Class
  • Configuring Item Inventory
    • Prerequisites for Configuring Item Inventory
  • Configuring Item Pools
    • Prerequisites for Configuring Item Pools
  • Configuring Item Rate Rules
    • Prerequisites for Configuring Item Rate Rules
  • Configuring Item Templates
    • Prerequisites for Configuring Item Templates
  • Configuring Meal Periods
    • Prerequisites for Configuring Meal Periods
  • Configuring Menu Classes
  • Configuring Menus
    • Prerequisites for Configuring Menus
  • Configuring Menu Items
    • Prerequisites for Configuring Menu Items
  • Configuring Menu Item Class
  • Creating a Menu

14 Client Relations Administration

• Activities
  • Prerequisites for Activities Configuration
  • Configuring Activity Results
    • Prerequisites for Activity Results
  • Configuring Activity Types
  • Configuring Trace Codes
  • Configuring Trace Definitions
  • Configuring Trace Owner Mapping
• Configuring Geographic Components
  • Configuring Birth Country Codes
  • About City and Postal Codes
    • Configuring Cities and Postal Code
  • Configuring Countries
  • Configuring Country Main Group Codes
  • Configuring Distance Type Codes
  • About District Codes
    • Managing District Codes
  • Configuring Fiscal Guest Types
  • Configuring Identification Country Codes
  • Configuring Identification Types Codes
  • About Language Codes
    • Managing Language Codes
  • Configuring Nationality Codes
  • Configuring Region Codes
  • Configuring State Codes
  • Configuring Tax Category Codes
  • Configuring Tax Office Codes
• Guest Loyalty Programs
  • Configuring Membership Enrollment Codes
  • Configuring Membership Enrollment Groups
  • Configuring Membership Market Groups
  • Configuring Membership Classes
    • Membership Tiers
  • Setting up Membership Type Rules
  • Creating Membership Types
  • Configuring Membership Property Groups
  • Setting up Membership Points Calculation
  • Configuring Membership Rate Groups
  • Configuring Membership Status Codes
  • Configuring Membership Transaction Groups
• 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 for 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
  • Prerequisites for Enhanced Room Key Generation
• Configuring a Credit Card PIN Entry Device
• Configuring a Chip and PIN Reader
  • Chip and PIN Payment Method
• Configuring Device Areas
• Desktop ID Document Scanning
  • Prerequisites for Desktop ID Scanning
  • Configuring a Desktop ID Document Scanner
• Mobile ID Document Scanning
  • Prerequisites for Mobile ID Scanning
  • Configuring a Mobile ID Document Scanner
• Configuring a Workstation (RFID Encoder)
• Configuring Printers
  • Prerequisites for Printer Configuration
• Configuring Custom Message Texts for Stationery
  • Prerequisites for Custom Message Texts for Stationery
• Configuring Delivery Management

Part IV Role Manager

16 Manage Roles

• Configuring Chain Roles
• Configuring Property and Template Roles
• Assigning Tasks to a Role
• Associating Transaction (Charge) Codes to a Role

17 Managing Users

18 Generating the Configured Roles and Tasks Report

19 OPERA Cloud Tasks

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

Part V Toolbox

20 Utilities

• Data Synchronization
  • Synchronizing Business Events
  • Synchronizing Room Inventory
    • Prerequisites for Synchronizing Room Inventory
  • Synchronizing Room Status
    • Prerequisites for Synchronizing Room Status
  • Synchronizing Physical Rooms
    • Prerequisites for Synchronizing Physical Rooms
  • Synchronizing Block Occupancies
    • Prerequisites for Synchronizing Block Occupancies
  • Synchronizing Stay Records
  • Synchronizing Room Pools
    • Prerequisites for Synchronizing Room Pools
  • Synchronizing Summary Profile Statistics
    • Prerequisites for Synchronizing Summary Profile Statistics
  • Synchronizing Financial Statistics
    • Prerequisites for Synchronizing Financial Statistics
  • Synchronizing Catering Forecast Revenue
    • Prerequisites for Synchronizing Catering Forecast Revenue
  • Synchronizing Past Profile / Reservation Statistics
    • Prerequisites for Synchronizing Past Profile / Reservation Statistics
  • Synchronizing Block Rates
    • Prerequisites for Synchronizing Block Rates
  • Synchronizing Item Class Sequence
    • Prerequisites for Synchronizing Item Class Sequence
• Data Management
  • Managing Business Date
    • Prerequisites for Managing Business Date
  • Imbalance Analysis
  • Entering Old Balances for AR Accounts
  • Business Block Compare
    • Prerequisites for Business Block Compare
  • Changing Function Space
    • Prerequisites for Change Function Space
  • Purging Manual Guest Profile
    • Prerequisites for Data Management - Manual Guest Profile Purge
  • Updating External Reference
    • Prerequisites for External Reference Update
  • Updating Membership Types
    • Prerequisites for Update Membership Types
  • Updating Owner
    • Prerequisites for Update Owner
• 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
  • Changing Subgroup
  • Group Template
  • Subgroup Template
  • Transaction Code Template

21 System Setup

• External Databases
• Data Import
  • Prerequisites for Importing Data
  • Importing Data

Part VI Exchange

22 OPERA Cloud Exchange Overview

• Prerequisites

23 Switching the Interface

24 Interface Setup

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

25 Interface Mapping

• Mapping UDF

26 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

27 Message Status

• Messages From the External System
• Messages To External System

28 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

29 OPERA Cloud Terminology A-Z

Part VIII OPERA Cloud Videos