Prerequisites for Client Relations Administration

This chapter of the OPERA Cloud User Guide lists the prerequisites for Client Relations Administration menu.

• Prerequisites for Activities Configuration
  
• Prerequisites for Activity Results
  
• Prerequisites for Sales Activities Auto Traces
  
• Prerequisites for Guest Loyalty Programs
  
• Prerequisites for Membership Enrollment Codes
  
• Prerequisites for Membership Enrollment Groups
  
• Prerequisites for Membership Type Awards
  
• Prerequisites for Validating Membership Numbers using an Integrated Solution
  
• Prerequisites for Configuring (Sales) Account Types
  
• Prerequisites for Alternate (Name) Language Titles
  
• Prerequisites for Company Types
  
• Prerequisites for Configuring Genders
  
• Prerequisites for Keyword Types
  
• Prerequisites for Configuring Location Types
  
• Prerequisites for Configuring Pay Days
  
• Prerequisites for Profile Name Validations
  
• Prerequisites for Profile Protection
  
• Prerequisites for Relationships
  
• Prerequisites for Restriction Reasons
  
• Prerequisites for Sales Information
  
• Prerequisites for Configuring Industry Codes
  
• Prerequisites for Advanced Titles
  
• Prerequisites for Travel Agent Types
  
• Prerequisites for VIP Levels
  
• Prerequisites for Configuring Credit Ratings
  

Prerequisites for Activities Configuration

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition

Or

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition

OPERA Controls

Group: Activity

Function: Activities

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Activity Management

Activity Types

• New/Edit Activity Types

• Delete Activity Types

Prerequisites for Activity Results

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition

Or

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition

OPERA Controls

Group: Activity

Parameter: Activity Results

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Activity Management

Activity Results

• New/Edit Activity Results

• Delete Activity Results

Prerequisites for Sales Activities Auto Traces

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition

Or

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition

OPERA Controls

Group: Activity

Function: Auto Traces

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Activity Management

Trace Codes

• New/Edit Traces Codes

• Delete Traces Codes

Prerequisites for Guest Loyalty Programs

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function:

• Award Points Redemption (optional)

• Enrollment (optional)

OPERA Cloud Tasks

Group: Client Relations Admin 

Tasks

Parent Tasks	Sub-tasks	Tasks
Membership Management	Membership Types	New/Edit Membership Management Delete Membership Management
	Claim Types	New/Edit Claim Types Delete Claim Types
	Claim Origins	New/Edit Claim Origins Delete Claim Origins
	Rate Groups	New/Edit Rate Groups Delete Rate Groups
	Property Groups	New/Edit Property Groups Delete Property Groups
	Market Groups	New/Edit Market Groups Delete Market Groups
	Revenue Groups	New/Edit Revenue Groups Delete Revenue Groups
	Revenue Types	New/Edit Revenue Types Delete Revenue Types
	Membership Class	New/Edit Membership Class Delete Membership Class
	Transaction Groups	New/Edit Transaction Groups Delete Transaction Groups
	Enrollment Codes	New/Edit Enrollment Codes Delete Enrollment Codes
	Enrollment Groups	New/Edit Enrollment Groups Delete Enrollment Groups
	Status Codes	New/Edit Status Codes Delete Status Codes
	Awards	New/Edit Awards Delete Awards
	Membership Rates	New/Edit Membership Rates Delete Membership Rates
	Membership Room Groups	New/Edit Membership Room Groups Delete Membership Room Groups
	Qualifying Rates	New/Edit Qualifying Rates Delete Qualifying Rates
	Membership Type Rules	New/Edit Membership Type Rules Delete Membership Type Rules
	OCIS E-Certificates	New/Edit OCIS E-Certificates Delete OCIS E-Certificates

Prerequisites for Membership Enrollment Codes

OPERA Cloud Tasks

Group: Membership

Tasks: Enrollment

Prerequisites for Membership Enrollment Groups

OPERA Controls

Group: Membership

Functions: Enrollment

Prerequisites for Membership Type Awards

Subscription

• Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Tasks:

• Award Point Redemption

• Loyalty Payment Award (optional)

Prerequisites for Validating Membership Numbers using an Integrated Solution

OPERA Cloud Tasks

Group: Membership

Function: Loyalty Membership Configuration

Prerequisites for Configuring (Sales) Account Types

OPERA Controls

Group: Profiles

Parameter: Sales Information

OPERA Cloud Tasks

Group: Client Relations Admin

Profile Management:

• Account Types

  • New/Edit Account Types

  • Delete Account Types

Prerequisites for Alternate (Name) Language Titles

OPERA Controls

Group: General

Functions: Multi Language

Prerequisites for Company Types

OPERA Controls

Group: Profile

Functions: IATA Company type

Prerequisites for Configuring Genders

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Profile Management

• Genders

  • New/Edit Genders

  • Delete Gender

Prerequisites for Keyword Types

OPERA Controls

Group: Profile

Functions: Keyword

Prerequisites for Configuring Location Types

OPERA Controls

Group: Profile

Functions: E-Certificate Redemption

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profile Management

Prerequisites for Configuring Pay Days

OPERA Controls

Group: AR

Parameter: Payment Due Days

OPERA Cloud Tasks

Profile Management

• Pay Days

• New/Edit Pay Days

• Delete Pay Days

Prerequisites for Profile Name Validations

OPERA Controls

Group: Profile

Parameters: Profile Name Validations

OPERA Cloud Tasks

• Profile Management

• Profile Name Validations

  • New/Edit Profile Name Validations

  • Delete Profile Name Validations

Prerequisites for Profile Protection

OPERA Controls

Group: Profile

Functions: Profile Protect

Setting: Profile Protection (Method)

OPERA Cloud Tasks

• Profile Management

• Profile Protection

Prerequisites for Relationships

OPERA Controls

Group: Profile

Parameters: Relationships

Parameter: Relationships Rate Inherit

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: 

• Relationships

  • New/Edit Relationships

  • Delete Relationships

Prerequisites for Restriction Reasons

OPERA Controls

Group: Profile

Parameters: Restriction / Flagged Reasons

Prerequisites for Sales Information

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition

Or

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition

OPERA Controls

Group: Profile

Parameters : Sales Information

OPERA Cloud Tasks

Account Priorities

• New/Edit Account Priorities

• Delete Account Priorities

Competition Codes

• New/Edit Competition Codes

• Delete Competition Codes

Territories

• New/Edit Territories  

• Delete Territories  

Influence Codes

• New/Edit Influence Codes  

• Delete Influence Codes  

Scope Codes

• New/Edit Scope Codes  

• Delete Scope Codes  

Scope City Codes

• New/Edit Scope City Codes  

• Delete Scope City Codes  

Sources

• New/Edit Sources  

• Delete Sources

Business Potential

• New/Edit Business Potential  

• Delete Business Potential

Prerequisites for Configuring Industry Codes

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Industry Codes

• New/Edit Industry Codes

• Delete Industry Codes

Prerequisites for Advanced Titles

OPERA Controls

Group: Profile

Parameters: Advanced Title

Prerequisites for Travel Agent Types

OPERA Controls

Group: Profile

Function: IATA Company Type

Prerequisites for VIP Levels

OPERA Controls

Group: Profiles

Functions: VIP

Prerequisites for Configuring Credit Ratings

OPERA Controls

Group: Reservations

Functions: Credit Rating

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Profile Management

• Credit Ratings

  • New/Edit Credit Ratings

  • Delete Credit Ratings