Configuring Package Forecast Groups

Package Forecast Groups are referenced by the Package Forecast Report which provides a forecast number of breakfasts, lunches, dinners, cocktails, tennis lessons, green fees, etc., per day. The report does not display each package element, but rather each package forecast group. This allows you to have multiple package elements combined to make one package forecast group.

Defining the package forecast groups separately gives you tremendous flexibility in the way they are used and combined.
  • A rate code is based on a particular combination of forecast groups, such as a tennis package or a theater package.

  • A package forecast group may be added to a number of rate codes to automatically post an associated transaction, such as tax. When the charge for the element changes, it needs to be changed only in the package element definition, and then all rate codes are automatically updated.

  • Several package forecast groups may have the same name, so that related items can be posted as one. For example, the federal tax, state tax, and city/county tax can each be defined as a package forecast group all with the name TAX. It is then entered only once on each rate code.

Package Forecast Groups are referenced in package configuration.

Adding Package Forecast Groups

  1. From the OPERA Cloud Administration menu, select Financial, select Rate Management, and then select Package Forecast Groups.

    Note:

    When the OPERA Multi-property Cross Reservation Cloud Service is active, package forecast groups are created by clicking the Template tab. Once created, you can copy the configuration to specific properties using the Copy action. For more information, see Copying Configuration Codes to Multiple Properties.
  2. Click New and complete the following:

    1. Code: Enter a code for the package forecast group.

    2. Description: Enter a description for the package forecast group.

    3. Sequence: Enter or select a display sequence.

  3. Click Save.

Editing Package Forecast Groups

  1. From the OPERA Cloud Administration menu, select Financial, select Rate Management, and then select Package Forecast Groups.

  2. Enter search criteria, and click Search.

  3. From search results, select the package forecast group, then click the vertical ellipsis Actions menu and select Edit.

  4. Update configuration.

  5. Inactive: Select check box to mark as inactive.

  6. Click Save.

Deleting Package Forecast Groups

  1. From the OPERA Cloud Administration menu, select Financial, select Rate Management, and then select Package Forecast Groups.

  2. Enter search criteria, and click Search.

  3. From search results, select the package forecast group, then click the vertical ellipsis Actions menu and select Delete.

  4. Click Delete to confirm.