Managing Comp Transactions

Viewing Comp Transactions

To view the detailed summary of the transactions that have been routed or transferred to the comp windows, do the following:

1. From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.

2. Use the following search criteria:

   • Authorizer: Select the authorizers whose comp transactions you want to review in the comp journal.

   • Start Date/ End Date: Enter or select the range of dates to review transactions.

   • Transaction Code: Select transaction codes to review in the comp journal.

   • Room: Enter the guest's room number or search and select from the list of room numbers. Multiple rooms can be selected.

   • Status Code: Enter the status code assigned by the PTS to a transaction.

   • Approved: Select this check box to see transactions that were approved by the PTS. (Available when PTS interface license code is active.)

   • Staged: Select this check box to see transactions that are staged by the PTS. (Available when PTS interface license code is active.)

   • Declined: Select this check box to display transactions that were declined by the PTS. (Available when PTS interface license code is active.)

3. Click Search.

4. Click the Code link to access the frequently used functions such as billing, routing, and other reservation details.

Submitting a Transaction for Approval

Note:

To submit a comp transaction to the Patron Tacking System (PTS) for approval, the Comp Accounting Integration Service parameter must be set to On.

1. From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.

2. Enter search criteria and click Search.

3. Select one or more transaction records and then click the Submit for Approval button. This submits the selected transactions to the Patron Tacking System (PTS) for approval.

Updating Approval Status

Note:

To update the approval status of a comp transaction, the Comp Transaction Status parameter must be set to On. If your property is not using an interfaced gaming system, this option allows you to manually approve a comp transaction.

1. From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.

2. Enter search criteria and click Search.

3. Select one or more transaction records and then click the Update Approval Status button.

   Note:

   When you click Update Approval Status, you are manually changing the status of the comp transaction and it is not sent to a Patron Tacking System (PTS) for approval.

4. From the Status Code screen, select Approved, Declined, or Staged and then click Save.

Requesting Transaction Details

Note:

To request details for a comp transaction, the Comp Accounting Integration Service parameter must be set to On.

1. From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.

2. Enter search criteria and click Search.

3. Select a transaction record and then click the vertical ellipsis and select Request Details. The Pending Transactions screen appears with the following read-only information about the comp transaction: Status, Code, Reason, and Date.