Quote Report (sample_sc_quote)

The Quote report provides day-by-day accommodation and event details. As a customizable stationery template, you can produce a quote detailing the Accommodation, PMS Packages for City Tax and/or Breakfast Packages, Catering Packages, Events, and Event Resources. The quote includes conditional text that you can modify or remove, areas to add your properties photos and logo, plus the ability to generate the quote in different languages (available when the Multi-language OPERA Control is active). The report contains several sections: the detail of the event, the specific conditions of the sale, the general conditions of the sale, and the approval page for the customer signature.

Quote Report Overview

Some information on calculations and configuration, include:

• Net amounts for guest rooms include PMS package elements: Net amounts do not include generates/taxes for the guest room or for included PMS packages.

• Gross amounts include all generates/taxes. A check box on the report parameter screen (Add Excluded Pkg Elements to Gross Revenue) allows you to include or exclude "excluded" PMS package elements in the gross price and revenue. If selected, excluded PMS package elements and their generates are included in the gross amount for room rate and room revenue. If not selected, these excluded elements will not be part of the gross room rate and revenue.

• Catering revenue net and gross values are based on transaction code generates, depending on the revenue type cross reference configured for the catering revenue type in Revenue Type Mapping.

• Rooms Revenue is calculated based on generates linked to the room’s transaction codes. When packages are included in the room rate, these are not deducted for the net amount, but their respective generates and taxes are deducted.

• City tax is calculated as a total amount across the entire business block. City tax must be set up as an excluded PMS package element and selected on the report parameter screen (City Tax Pkg) for the amount to be correctly calculated.

• If several events are configured for the same date with the same start and end dates, same event type, same set-up style, same number of attendees, and same space rental revenue, these events will print combined into one line, rather than separately (for example, for break-out rooms). Any non-F&B (food and beverage) resources that are attached to several of these combined events and are the same item and same price across these combined events also print combined into one line underneath the combined events line. Menus will NOT print combined, even if the same menu may be attached to several of the combined events.

• You can select Business Block Notes and Banking Notes (from Property Notes) from the report parameter.

• If a deposit schedule is entered for the business block, it prints in the terms and conditions area of the report.

• Consumption based menus/menu items do not print revenue and taxes on the report. The quantity of menu items always appears as “1” for consumption-based menu items on the report, irrespective of what is entered as the quantity in OPERA Cloud. If two consumption-based menus containing the same non-included menu items are booked for the same event, the menu items print for both menus.

• This report contains a lot of conditional text for the catering section of the report based on event types. You can remove or amend the conditional text according to your needs.

Selection Criteria

• Property: Enter or select a property. You can select multiple properties from a hub location.

• Business Block: Select the business block(s) from which you want to generate a quote. The Business Block ID defaults when this report is called from the Blocks module. (This report cannot be printed over a date range, only for specific business blocks.)

• Block Note Type: Select the business block note types to print on the report. Only notes selected as External print on the report.

• Event Status: Select the event statuses of events to be included in the report (typically not those that were lost or canceled).

• Breakfast Package: Select PMS package codes that represent breakfast packages. These are used in the accommodation section of the report to indicate whether breakfast is included or excluded from the rate.

• City Tax Package: Select one PMS package code that represents the city tax. This is used to calculate the city tax on accommodations.

• Print Account: This displays the account name that prints on the report, depending on the selected Print Account on the business block.

• Print Contact: Displays the contact’s name that prints on the report, depending on the selected Print Contact on the business block.

• Note Type for Banking Notes: Select the Note Type for Banking Notes to Print. A list displays all note types that are configured for property notes.

• Add Excluded Pkg Elements to Gross Revenue: When selected, excluded package elements and their taxes are added to the gross revenue amount calculation. When not selected, excluded package elements and their taxes are not added to the gross revenue calculation.

• Increase Quote Reference Number: Select check box to increase the quote reference number in the block details; indicating changes have been made to the original quote generated. (Available when the Use Quote Reference Number OPERA Control is active).

• Currency: Select a currency from this list. This selection allows the conversion of foreign currency to a property's base or catering currency when the foreign currency has a defined exchange rate for the Posting Exchange type. (Available when the Ability to Quote Rates in Foreign Currencies OPERA Control is active.)

• Exchange Rate Date: If selected, enter a date, or use the calendar tool to select the effective date of the exchange rate for the specified currency. The prices in the report are calculated using the exchange rate for the specified currency as it was on that date.

• Creation Date: If selected, the exchange rate for the specified currency is calculated based on the exchange rate as it was on the booking creation date.

• Distributed Date: If selected, the exchange rate for the specified currency is calculated based on the exchange rate as it was on the date the Distributed Date check box was selected.