Managing Reservation Routing Instructions
Adding Routing Instructions
Routing Instructions are managed via the Routing Instructions details link on the reservation.
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From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
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Enter search criteria, click Search.
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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.
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Click New and add Folio Window Routing Instructions (Same Reservation).
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Type: Select Folio.
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Folio: Select the folio window to route charges to : 2 through to 8 available.
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Payee: Select the payee for the billing window; the list displays all profiles linked to the reservation.
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Click Profile Search: to search and select another profile for the folio window.
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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.
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Date Range
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Entire Stay: Select when routing applies throughout the reservation dates.
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Specific Dates: Select when routing apply for specific dates only.
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Begin Date: Enter or select the start date.
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End Date: Enter or select the end date.
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Days of Week: Select days of the week the routing applies to; by default all days are selected.
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Charge Code Selection.
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Routing Codes: Select checkbox to view a list of routing codes.
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Transaction Codes: Select checkbox to view a list of charge codes.
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Use the filter to enter a partial description of routing / charge code and click Go to search.
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Select one or more codes in the Available panel and click > to move the selected codes to the Selected panel.
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To select all codes listed in Available panel use >>.
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Refer Routing Limits.
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Click Save or Save and Refresh to update the reservation billing and route charges accordingly.
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Click New and add Other Room Reservation Routing Instructions (Other Reservation)
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Type: Select Room.
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Room: Enter or search and select the room reservation to route charges to.
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Payee: The payee will populate based on the reservation selected; you can also search for room reservation by name using this field.
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Date Range
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Entire Stay: Select when routing applies throughout the reservation dates.
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Specific Dates: Select when routing apply for specific dates only.
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Begin Date: Enter or select the start date.
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End Date: Enter or select the end date.
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Days of Week: Select days of the week the routing applies to; by default all days are selected.
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Charge Code Selection.
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Routing Codes: Select checkbox to view a list of routing codes.
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Transaction Codes: Select checkbox to view a list of charge codes.
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Use the filter to enter a partial description of routing / charge code and click Go to search.
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Select one or more codes in the Available panel and click > to move the selected codes to the Selected panel.
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To select all codes listed in Available panel use >>.
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Refer Routing Limits.
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Click Save or Save and Refresh to update the reservation billing and route charges accordingly.
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Viewing and Updating Routing
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From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
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Enter search criteria, click Search.
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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.
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Click the vertical ellipsis Actions menu, and click Edit and update details.
- Click Save or Save and Refresh to update the reservation billing and route charges accordingly.
Deleting Routing
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From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
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Enter search criteria, click Search.
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Select the reservation in search result, click I Want To..., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.
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Click the vertical ellipsis Actions menu, and click Delete.
- Click Delete to confirm.