Configuring Folio Types

Using Folio Types you can generate different types of folios depending on a given set of circumstances. A specific set of task conditions is then linked to a folio type which has an associated report file. The report file, in turn, controls what information is included on a folio and how the folio looks when printed.

Note:

Depending on your country mode and OPERA Controls active your configuration options may be different from those explained here.

Adding Folio Types

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Click New and enter the following details:

   1. Property: Enter or select the property.

   2. Folio Type: Enter the name for the folio type.

   3. Service Type: Select G- Goods or S- Services from list (enabled when the Service Type OPERA Control is active).

   4. Tax Types: Select the tax type(s) for which the folio will be generated.

   5. Credit and Deposit: Select a check box to define the purpose of folio being configured. Only one folio type can be configured for each category.

   6. Folio: Select the folio template from the available list and click [>] to move the selected folio to the selected panel.

   7. Tax Folio: Select to configure the Folio Type for folios generated with Transaction Codes defined in the Tax Folio Transaction Codes OPERA Control.

   8. Fiscal Guest Type: Select from the list to configure the Folio Type for folios generated with a Payee Profile containing the same Fiscal Guest Type.

   9. Correction: Select to configure the Folio Type for folios generated when performing Void Folio.

   10. Last Folio Number: Displays the last Folio Number associated with this Folio Type.

   11. Unique ID: Enter a unique ID. When generating a folio, the Unique ID for the folio type is concatenated with the Folio Number and output in the header of the folio. (Available when the Folio Type Unique ID OPERA Control is active).

   12. Prefix: Enter an alpha-numneric value, up to 20 characters, in order to associate a folio number prefix with the Folio Type. (Available when the Use Prefix for Folio Type OPERA Control is active)

   13. Suffix: Enter an alpha-numneric value, up to 20 characters, in order to associate a folio number suffix with the Folio Type. (Available when the Use Suffix for Folio Type OPERA Control is active).

3. Click Save.

Editing Folio Types

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Enter search criteria and click Search.

3. Select the folio type in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Folio Types

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Enter search criteria and click Search.

3. Select the folio type in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.