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 Membership Level Benefits
  

Prerequisites for Activities Configuration

Licenses / Subscriptions

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

Or

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

OPERA Controls

Group: Membership

Tasks:

• Award Point Redemption

• Loyalty Payment Award (optional) or Loyalty Payment Award with Eligible Transactions (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

Prerequisites for Membership Level Benefits

OPERA Controls

Group: Membership

Functions: Level Benefits