Configuring Folio Arrangement Codes (Folio Grouping)

Prerequisites for Configuring Folio Arrangement Codes

Arrangement codes are a way to group similar transactions together and generate the folio using this grouping. For example, if you have configured transaction codes for Breakfast Food and Breakfast Beverage separately, you can define an Breakfast Charge arrange code that groups these charges together. When a folio is generated in arrangement code style, the individual food and beverage charges are combined and output as a single Breakfast Charge line item; the food and beverage charge details are hidden.

Adding Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Click New and complete the following:

   1. Property: Confirm or select the property.

   2. Arrange Code: Enter an alpha-number code.

   3. Description: Enter a description to appear on the folio.

      1. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).

   4. Search and select transaction codes in the Available panel, then click the right-facing arrow to move codes to the Selected panel.

3. Click Save.

Editing Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Enter search criteria and click Search.

3. Select the arrangement code, click the vertical ellipsis Actions menu, and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Enter search criteria and click Search.

3. Select the arrangement code, click the vertical ellipsis Actions menu, and select Delete.

4. Click Delete to confirm.