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:

From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.
Use the following search criteria:
1. Authorizer: Select the authorizers whose comp transactions you want to review in the Comp Posting Journal.
2. Start Date/ End Date: Enter or select the range of dates to review transactions.
3. Transaction Code: Select transaction codes to review in the Comp Posting Journal.
4. Room: Enter the guest's room number or search and select from the list of room numbers. Multiple rooms can be selected.
5. Status Code: Enter the status code assigned by the PTS to a transaction.
6. Approved: Select this check box to see transactions that were approved by the PTS. Available when the Oracle Hospitality OPERA Gaming Interface Cloud Service and Comp Accounting Integration Service OPERA Control are active.
7. Staged: Select this check box to see transactions that are staged by the PTS. (Available when PTS interface cloud service code is active and the Comp Accounting Integration Service parameter is On.)
8. Declined: Select this check box to display transactions that were declined by the PTS. (Available when PTS interface cloud service code is active and the Comp Accounting Integration Service parameter is On.)
Click Search.
Click the Code link to access the frequently used functions such as billing, routing, and other reservation details.

Manually Updating Comp Transaction Status

When the Comp Transaction Status OPERA Control is active, users can manually approve, decline, or stage comp postings.

From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.
Enter search criteria and click Search.
Select one or more transaction records and then click the Update Approval Status button.
On the Status Code screen, select Approved, Declined, or Staged and then click Save.

Sending a Comp Transaction to a Patron Tracking System (PTS) for Approval

When the Comp Accounting Integration Service OPERA Control is active and the Oracle Hospitality OPERA Gaming Interface Cloud Service is active, you can send interfaced postings to a Patron Tracking System (PTS) for approval.

From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.
Enter search criteria and click Search.
Select one or more comp postings.
Click Submit for Approval.

Updating Patron Tracking System (PTS) Declined or Staged Comp Transactions

When the Comp Accounting Integration Service OPERA Control is active and Oracle Hospitality OPERA Gaming Interface Cloud Service is active, you can, you can use the Comp Posting Journal to determine which transactions were approved, staged (that is, not approved), and declined by the Patron Tracking System (PTS). Staged transactions can be re-submitted to the PTS for approval, transferred to another of the guest's Billing screen windows, or transferred to another room.

After sending comp postings to the external PTS system for approval, postings that are declined or staged appear on the Approval Request Status screen.

From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Posting Journal.
Enter search criteria and click Search.
On the Approval Request Status screen, select one or more comp postings.
Select one of the following actions:
1. Submit for Approval: Click to send the selected comp postings(s) back to the Patron Tracking System (PTS) for approval.
2. Move to Folio 1: Click to move the selected comp posting(s) to folio 1 of the reservation account.
  
  Note:
  
  The Comp Posting Journal will not show these postings after refreshing since they are no longer comp postings.
3. Leave on Comp Folio: Click to leave the selected comp posting(s) on the current comp folio(s). These records will remain in a declined or staged status.