Prerequisites for Client Relations

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

• Prerequisites for Activities
  
• Prerequisites for Activity Attachments
  
• Prerequisites for Membership (Loyalty)
  
• Prerequisites for Creating a Guest or Contact Profile
  
• Prerequisites for Profile Lookup from External Systems
  
• Prerequisites for Enrolling Guests in External Loyalty Programs
  
• Prerequisites for Managing Sales Account Forecast
  
• Prerequisites for Managing Profile Scheduled Activities
  
• Prerequisites for Profile Additional Information
  
• Prerequisites for Managing Profile Delivery Types
  
• Prerequisites for Managing Sales Information
  
• Prerequisites for Credit Ratings
  
• Prerequisites for Managing Sales Account Keywords
  
• Prerequisites for Managing Profile AR Accounts
  
• Prerequisites for Managing Profile e-Certificates
  
• Prerequisites for Profile Memberships
  
• Prerequisites for Managing Profile Membership (Loyalty Cloud Service)
  
• Prerequisites for Managing Profile Negotiated Rates
  
• Prerequisites for Managing Profile Routing
  
• Prerequisites for Manage Profile Relationships
  
• Prerequisites for Managing Profile Identification and Personal Details
  
• Prerequisites for Profile Correspondence and Privacy Options
  
• Prerequisites for Profile Attachments
  
• Prerequisites for Managing External Emails
  
• Prerequisites for Merging Profiles
  
• Prerequisites for Profile Anonymization
  
• Prerequisites for Managing Profile Ownership Records and Owner Referrals
  
• Prerequisites for Filtering Profile Search by Accounts
  
• Prerequisites for Managing Suspended Stay Records
  
• Prerequisites for Central Sales
  
• Prerequisites for Managing Travel Agent / Source Commission Details
  

Prerequisites for Activities

License/Subscription

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

Tasks: Activities

• New/Edit Activity Types

• Delete Activity Types

Prerequisites for Activity Attachments

OPERA Controls

Group: General

Functions: File Attachments

OPERA Cloud Tasks

Group: Client Relations

• Activities

• Attachments

  • Download/Preview Attachment

  • New Attachment

  • Delete Attachment

Prerequisites for Membership (Loyalty)

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function:

• Award Points Redemption (optional)

• Enrollment (optional)

Prerequisites for Creating a Guest or Contact Profile

OPERA Controls

Group: Profiles

Functions: Profile Mailing Privacy

• Contacts (Optional)

• Incognito (Optional)

Group: General

Functions: Multi-Language (Optional)

OPERA Cloud Tasks

Group : Client Relations

Tasks: Profiles Management

• Create Profile

• Guest Profile

• Contact Profile

Prerequisites for Profile Lookup from External Systems

License / Subscriptions

Oracle Hospitality Integration Platform - Generic

Oracle Hospitality OPERA Exchange Interface Two-Way Cloud Service (OXI) - for Oracle Hospitality OPERA Room Reservations Cloud Service (ORS)

OPERA Cloud Controls

Group: Profile

Functions: Profile Lookup

Setting: Profile Types for Lookup

Setting: External Lookup Behavior

Setting: Default External System

OPERA Cloud Tasks

Group: Client Relations

Task: Profiles Management

Task: Profile Lookup

Prerequisites for Enrolling Guests in External Loyalty Programs

Integration

Oracle Hospitality Integration Platform

OPERA Controls

Group: General

Functions: Enrollment

Settings: Enrollment Systems that are Active to OPERA Cloud

OPERA Cloud Tasks

Group: Client Relations

Tasks: Enrollments

• New Enrollment

Prerequisites for Managing Sales Account Forecast

Licenses / Subscriptions

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

OPERA Controls

Group: Profile

Parameters: (Sales) Account Forecast

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Account Forecast

  • New/Edit Account Forecast

  • Delete Account Forecast

Prerequisites for Managing Profile Scheduled Activities

Integrations

Oracle Hospitality Integration Platform

OPERA Cloud Tasks

Group: Profiles Management

Tasks: Scheduled Activities

Prerequisites for Profile Additional Information

OPERA Controls

Group: General

Parameters: Information Collection

Settings: Information Collection Methods

Prerequisites for Managing Profile Delivery Types

OPERA Controls

Group: Cashiering

Functions: EFOLIO_EXPORT

OPERA Cloud Tasks

Group: Profile Management

Tasks: Delivery Types

• New/Edit Delivery Types

• Delete Delivery Types

Prerequisites for Managing 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

Group: Client Relations

Tasks: Profile Management

• Correspondence

• Edit Mailings and Sales Information

Prerequisites for Credit Ratings

OPERA Controls

Group: Reservations

Functions: Credit Rating

Prerequisites for Managing Sales Account Keywords

OPERA Controls

Group: Profile

Functions: Keyword

OPERA Cloud Tasks

Group: Profiles Management

Tasks: Keyword

• New/Edit Keyword

• Delete Keyword

Prerequisites for Managing Profile AR Accounts

OPERA Controls

Group: Accounts Receivable

Functions: Accounts Receivable

OPERA Cloud Tasks

Profiles Management

• Account Receivables

Prerequisites for Managing Profile e-Certificates

Integrations

• Oracle Hospitality OPERA Customer Loyalty Tracking Cloud Service

OPERA Controls

Group: Rate Management

Functions: Promotions Module

Parameters: Hide Promotion Rates

OPERA Cloud Tasks

• Profiles Management

• E-Certificates

  • Consume E-Certificate

  • Extend E-Certificate

Prerequisites for Profile Memberships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Profile Memberships

• New/Edit Memberships

• Delete Memberships

Prerequisites for Managing Profile Membership (Loyalty Cloud Service)

Subscription

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function: Award Point Redemption:

• Loyalty Payment Award (optional)

OPERA Cloud Tasks

Group: Membership

Tasks: Profile Memberships

Calculate Membership Points New Membership Transaction

Access Membership Name On Card Access Primary Membership Level Access Restricted Levels

• Award List

Prerequisites for Managing Profile Negotiated Rates

OPERA Controls

Group: Rate Management

Functions: Negotiated Rates

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profile Management

• Negotiated Rates

  • New/Edit Negotiated Rates

  • Delete Negotiated Rates

Prerequisites for Managing Profile Routing

OPERA Controls

Group: Cashiering

Functions: Routing Function

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Profile Financials

• Manage Payment and Routing Instructions

Prerequisites for Manage Profile Relationships

OPERA Controls

Group: Profile

Functions: Relationships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Relationships

• New/Edit Relationships

• Delete Relationships

Prerequisites for Managing Profile Identification and Personal Details

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Identification

• New/Edit Identification

• Delete Identification

• View Identification Details

Prerequisites for Profile Correspondence and Privacy Options

OPERA Controls

Group: Profiles

Functions: Profile Mailing Privacy

Settings: Privacy Default

OPERA Cloud Tasks

Group : Client Relations

Tasks: Profiles Management

• Correspondence

• New/Edit Guest Privacy Options

• Edit Mailings and Sales Information

Prerequisites for Profile Attachments

OPERA Controls

Group: General

Functions: File Attachments

OPERA Cloud Tasks

Group: Client Relations

• Profiles Management

• Attachments

  • Download/Preview Attachment

  • New Attachment

  • Delete Attachment

Prerequisites for Managing External Emails

Integration

Oracle Hospitality Integration Platform

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: Store External Emails

OPERA Cloud Tasks

Group: Client Relations

Task: Preview/Download Contact Email

Prerequisites for Merging Profiles

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Profile Merge

  • Contact Profile

  • Guest Profile

  • Source Profile

  • Travel Agent Profile

  • Company Profile

  • Group Profile

Prerequisites for Profile Anonymization

OPERA Controls

Group: Profiles

Parameters: Personal Information Protection

Settings: Number of Days until Anonymization

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Anonymize Profile

Prerequisites for Managing Profile Ownership Records and Owner Referrals

OPERA Controls

Group: Inventory Management

Function: Room Rotation

Group: Profile

Function: Relationships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Ownership Records and Owner Referrals

• New Ownership Record

• Edit Ownership Record

• Delete Ownership Record

• New/Edit Owner Referral Record

• Delete Owner Referral Record

Prerequisites for Filtering Profile Search by Accounts

Licenses / Subscriptions

• OPERA Cloud Service, Sales and Event Management Essentials Edition

• OPERA Cloud Service, Sales and Event Management Standard Edition

• OPERA Cloud Service, Sales and Event Management Premium Edition

Prerequisites for Managing Suspended Stay Records

Subscriptions

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

• Group: Profiles

• Functions: Stay Records

OPERA Cloud Tasks

• Group: Client Relations

• Tasks: View Suspended Stay Records

  • Edit/Reprocess Suspended Stay Records

  • Delete Suspended Stay Records

Prerequisites for Central Sales

Licenses / Subscriptions

• Oracle Hospitality OPERA Cloud Service, Central Management Services for Single-Data Source

• Oracle Hospitality OPERA Cloud Service, Central Management Services for Multi-Data Source

• Oracle Hospitality OPERA Cloud Service, Central Management Services Third-Party Property Connection

OPERA Controls

Group: Activity

Function:

• Activities

• Auto Traces

Group: Blocks

Function: Opportunities

Group: General

• Central Sales

• Owner

Group: Inventory Management

Function: Room Pool

Prerequisites for Managing Travel Agent / Source Commission Details

OPERA Controls

Group: Commission

Function: Commission Handling

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profile Commission

• New/Edit Profile Commission

• Delete Profile Commission