Managing Reservation Routing Instructions

Adding Routing Instructions

Routing Instructions are managed via the Routing Instructions details link on the reservation.

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To..., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.

Note:

You can click Show All to display all detail links.
Click New and add Folio Window Routing Instructions (Same Reservation).
1. Type: Select Folio.
2. Folio: Select the folio window to route charges to : 2 through to 8 available.
3. Payee: Select the payee for the billing window; the list displays all profiles linked to the reservation.
4. Click Profile Search: to search and select another profile for the folio window.
5. Address: Select the address for payee - the primary address is selected by default.
  
  Note:
  
  Select an AR ADDRESS to select a specific AR Account; this applies when the company or agent profile selected has multiple AR accounts.
6. Date Range
  1. Entire Stay: Select when routing applies throughout the reservation dates.
  2. Specific Dates: Select when routing apply for specific dates only.
    1. Begin Date: Enter or select the start date.
    2. End Date: Enter or select the end date.
7. Days of Week: Select days of the week the routing applies to; by default all days are selected.
8. Charge Code Selection.
  1. Routing Codes: Select checkbox to view a list of routing codes.
  2. Transaction Codes: Select checkbox to view a list of charge codes.
  3. Use the filter to enter a partial description of routing / charge code and click Go to search.
  4. Select one or more codes in the Available panel and click > to move the selected codes to the Selected panel.
    1. To select all codes listed in Available panel use >>.
9. Refer Routing Limits.
10. Click Save or Save and Refresh to update the reservation billing and route charges accordingly.
Click New and add Other Room Reservation Routing Instructions (Other Reservation)
1. Type: Select Room.
2. Room: Enter or search and select the room reservation to route charges to.
3. Payee: The payee will populate based on the reservation selected; you can also search for room reservation by name using this field.
4. Date Range
  1. Entire Stay: Select when routing applies throughout the reservation dates.
  2. Specific Dates: Select when routing apply for specific dates only.
    1. Begin Date: Enter or select the start date.
    2. End Date: Enter or select the end date.
5. Days of Week: Select days of the week the routing applies to; by default all days are selected.
6. Charge Code Selection.
  1. Routing Codes: Select checkbox to view a list of routing codes.
  2. Transaction Codes: Select checkbox to view a list of charge codes.
  3. Use the filter to enter a partial description of routing / charge code and click Go to search.
  4. Select one or more codes in the Available panel and click > to move the selected codes to the Selected panel.
    1. To select all codes listed in Available panel use >>.
7. Refer Routing Limits.
8. Click Save or Save and Refresh to update the reservation billing and route charges accordingly.

Viewing and Updating Routing

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To..., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.

Note:

You can click Show All to display all detail links.
Click Vertical Ellipsis, click Edit and update details.
Click Save or Save and Refresh to update the reservation billing and route charges accordingly.

Deleting Routing

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To..., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.
Click Vertical Ellipsis, click Delete.
Click Delete to confirm.