Managing Blocks

The Block Presentation page provides you with access to all block details, detail links, and actions.

Note:

When the Activate the Sell Message Functionality OPERA Control is active, date-driven sell messages are displayed at the top of page. Click X to close or click Sell Messages to toggle the Sell Message panel.

Editing Blocks

1. From the OPERA Cloud menu, select Bookings, select Blocks, and then select Manage Block.

2. Enter search criteria, click Search.

3. Select the block in the search result, click I Want To . . ., click Block or open the Block by clicking the Block ID or Block Code.

4. The Block Presentation page opens.

   Note:

   Details panels selected in the default or previously selected Presentation Panel Tab are displayed. For more information, see Presentation Pages.

5. The Block business card is at the top of the page. Click the Block Name link to open the Profile Presentation and update the linked profile.

6. Click  to view various actions available for this Block.

7. Block Overview/Note

   Note:

   This panel can be customized; the fields available for update might vary. Room and revenue details will not be automatically calculated and displayed for blocks with nights exceeding the Calculate Block Statistics OPERA Control. Click Calculate to display the Room and Revenue details in the panel. The Originating Application field displays value according to the Act As and At options selected for the user who created the block. For more information, see Managing Users.

   1. Click Edit.

      1. Update details.

      2. Synchronize: Enabled for a Master Block. Select the check box to update sub block details automatically when a change is made to the master block details. When the Synchronize Master Sub Blocks OPERA Control is active, this is selected by default (available when the Master Sub Blocks OPERA Control is active).

   2. Click Save.

8. Block Details

   Note:

   You can customize this panel, so the fields available for update may vary.

   1. Click Edit and update the following:

      1. Block Name: Enter a name for the Block and related events.

      2. Start Date: Enter or select the start date for the Block; this might vary from the reservation arrival date if Events occur on the day prior.

      3. Nights: Enter the number of nights.

      4. End Date: The End Date is calculated based on the Nights entered.

      5. Inventory Control

         1. Non-elastic: Prevents you from extending Block reservations for a room type within the Block or selecting another room type outside the block.

         2. Elastic: Allows you to extend a Block reservation to a future date even if rooms are not available in the Allotment for a future date.

         3. Sell Limit: Enables you to define a set number of rooms per room type that can be borrowed from house availability after the total rooms within the block are picked up.

         4. For more information, see: Non-Elastic, Elastic, Sell Limits, and Shoulder Dates.

      6. Shoulder Start/ End: Once the block is saved and marked as Elastic or Sell Limit in the Inventory Control field, you can use these fields define a shoulder period start date and shoulder period end date. The start shoulder period will run from the shoulder start date until the start date of the business block. The shoulder end period runs from the end date of the business block to the shoulder end date. The Max Shoulder Days OPERA Control allows you to restrict the number of shoulder days to a maximum number before the booking arrival date and after the booking departure date. You cannot make reservations or events for dates outside of the shoulder start and shoulder end dates (available when the Shoulder Dates OPERA Control is active).

      7. Catering Only: Select this to indicate the block is for catering events only. The room grid will not be accessible.

      8. Decision Date: Enter the date when the group must make a decision and confirm the block.

      9. Follow-up Date: Enter a follow-up date for reminder purposes.

      10. Reservation Type: Select a value from the list. If the Block Status is configured with a default Res Type, the default value is populated when you select a status code.

      11. Market: Select a market from the list used for statistical purposes.

      12. Source.: Select a source of booking from the list for statistical purposes.

      13. Type: Select a block type from the list. (Available when the Business Block Type OPERA Control is active). For more information, see: Configuring Booking Types.

      14. Origin: Select an origin from the list for statistical purposes.

      15. Trace Code: Select an Activity Trace Code to specify the standard Activities to be created for this block.  (Available when the Auto Traces OPERA Control is active). For more information, see About Sales Activities Auto Traces.

      16. Conversion: Select a conversion rating from the list (available when the Conversion OPERA Control is active). For more information, see: Configuring Block Conversions.

      17. Ranking: Select a priority ranking from the list (available when the Block Ranking OPERA Control is active). For more information, see: Configuring Block Rankings.

      18. Block Owner: Defaults to the Sales Manager (Owner) who is the primary owner of the Sales Account profile linked to the block. Select to add additional owners and change the primary owner of the block (available when the Owner OPERA Control is active).

      19. Travel Agent Record Locator: Travel Agent reservation identifier number.

      20. Originating Application: Defaulted based on the values selected in Act As and At for your user. When the value selected matches a value selected in the Block Origin for Sales Allowance OPERA Control, the block room allocation deducts from the sales allowance  (Available when the Sales Allowance OPERA Control is active). 

      21. Wholesale Block: Select the check box to identify this block as a wholesale block.

      22. Block Type: Select a block type value from the list. The block type is used categorize the block for reporting/statistical purposes (available when the Business Block Type  OPERA Control is active).

      23. Rate Protect: Rate protect is an indicator that no other groups should be booked using rates lower than those assigned to the block that is identified as rate protect. You can apply the rate protect flag to all or selected dates of the indicated block (OPERA Cloud does not enforce this restriction). The Group Rooms Control screen and the Function Diary display an indicator for any date that has a rate protect booking (available when the Lowest Rate Guaranteed OPERA Control is active).

      24. Non Compete: Use the Non Compete flag on a business block to indicate that no competing accounts (accounts having the designated NC Industry code) should be booked at the same time as this block. You can apply the non compete flag to all or selected dates on the indicated block (OPERA Cloud does not enforce this restriction). The Group Rooms Control screen and the Function Diary display an indicator for any date that has a non compete booking (available when the Lowest Rate Guaranteed OPERA Control is active).

      25. Quote Reference Number: Displays the quote reference number on the SC Quote Report. For more information, see Quote Report (sample_sc_quote). The quote reference number is generated using the first three characters of the block name + the creation date. The quote reference number is updated with .01 increment when the Increase Quote Reference Number check box is select on the SC Quote Report parameters. (Available when the Use Quote Reference Number OPERA Control is active). 

      26. Tax Type: Select the tax type to be applied to the posting master reservation associated to the block and utilized when generating the Proforma Invoice to determine the tax and service charge calculations (Available when the Tax Type OPERA Control is active).

   2. The following fields can be added to the Room Details section of the Block Details panel using Page Composer.

      In customization mode, click the Customize gear icon, and then click Add Field.

      Note:

      These fields have no specific functionality in OPERA Cloud but can be exchanged with external systems through Oracle Hospitality Integration Platform (OHIP). 

      • Days Deposit Required

      • Advance Cancel Days 

      • Return One Day at Time

      • Commissionable

      • Secured from DI Display

      • All Description DD Secured

      • Rates Secured from GNR

      • Rates Secured from All Displays

      • Housing Information Secured

9. Room Details

   1. Room Owner: Select an Owner from the list (available when the Owner OPERA Control is active).

   2. Rate Code: Select a rate code from the list. You can select multiple rate codes if the Multi Block Rates OPERA Controls is active. The rate code field is mandatory when the Rate Code Mandatory Block Header OPERA Controls is active. When profiles linked to the block have negotiated rates selected, these rate codes are listed by default. Select the All Rates Codes option to display all rate codes.

   3. Shoulder Start/ End: Once the block is saved and marked as Elastic or Sell Limit in the Inventory Control field, you can use these fields to define a shoulder period start date and shoulder period end date. The start shoulder period runs from the shoulder start date until the start date of the business block. The shoulder end period runs from the end date of the business block to the shoulder end date. The Max Shoulder Days OPERA Control allows you to restrict the number of shoulder days to a maximum number before the booking arrival date and after the booking departure date. Reservations or events cannot be made for dates outside of the shoulder start and shoulder end dates (available when the Shoulder Dates OPERA Control is active).

   4. Payment: Select a method of payment for this business block’s charges from the list.

   5. Reservation Method: Select a method to indicate how the individual reservations will be handled (for example, Individual Call In, Rooming List, and so on).

   6. Rooming List Due: Enter the due date of the rooming list. Field is enabled when the value selected for Reservation Method matches the Rooming List Reservation Methods OPERA Control.

   7. Currency: Select a currency from the list.

   8. Arrival Time: Enter the approximate check-in time for the group.

   9. Departure Time: Enter the approximate checkout time for the group.

   10. Cutoff Date: Enter or select a cutoff date. Rooms not picked up by this date are returned to inventory . This field is enabled if the Cutoff Days and Cutoff Schedule fields are empty or zero. (Available when the Cutoff OPERA Control is active).

   11. Cutoff Days: Enter a value indicating a "rolling" cutoff days cycle. Instead of fixing one date to release all available rooms for the block, the value in Cutoff Days is used to release one night at a time. This field is enabled if the Cutoff Date and Cutoff Schedule fields are empty. (Available when the Cutoff OPERA Control is active).

   12. Cutoff Schedule: Select a cutoff schedule to apply a predefined schedule rule for various stay dates and/or room types. This field is enabled if the Cutoff Date and Cutoff Days fields are empty or zero. (Available when the Cutoff and Cutoff Schedule OPERA Controls are active).

   13. Print Rate: Select check box to default the Print Rate check box in all picked up block reservations. Defaults according to the financial setup of the selected Rate Code.

   14. Suppress Rate: Select check box to display the rate amount with strike-through text to indicate it should not be quoted to the caller. Defaults according to the financial setup of the selected Rate Code. Used for confidential rates that must not be quoted to a caller. Only users with the View Suppressed Rate Details task assigned are able to view the rate amount details. (Available when the Suppress Rate OPERA Control is active).

   15. Breakfast Included: Select this check box if the room rate quoted includes breakfast. If you select the check box, the following Price field becomes disabled (enabled with Simple Diary or Catering Events OPERA Control active).

       • Breakfast Description

       • Breakfast Price

   16. Porterage Included: Select this box if the room rate quoted includes any porterage cost. If you select the check box, the Porterage Price field becomes disabled (enabled with Simple Diary or Catering Events OPERA Control active).

   17. Persons Per Room: Enter the persons per room (enabled with Occupancy Split Per Room Type OPERA Control active).

   18. Room Revenue Transaction Code: Select the room revenue charge code (Enabled when the Room Transaction Code On Block OPERA Control is active).

10. Catering Details:

    Note:

    Enabled when Simple Diary or Catering Events OPERA Control is active.

    1. Catering Owner: Select a catering owner from the list (available when the Owner OPERA Control is active).

    2. Catering Status: Select an initial event status from the list.

    3. Event Attendees: Enter the maximum number of attendees for catering events. Each time a new event is created for this Block, the value in this field is the default in the Attendees field. When this field is updated, you are prompted if the attendees on each event should also be updated.

    4. Resource Discount (%): Enter a discount percentage for event resources. You will be prompted to apply the discount. (Available when the Resource Discount OPERA Control is active). For more information, Applying Discounts to Event Resources.

    5. Attendees Guaranteed: Select the check box to note that the number in the Event Attendees field is the minimum guaranteed by the client. When this field is selected and saved, you are prompted if the Min. Guaranteed number on the events should also be updated.

    6. Function Type: Enter the type of event, for example, Trade Show, Meeting, or Annual Convention.

    7. Onsite Name: Enter the name of the client's in-house representative or contact on the day of the event. The name entered will generate on the Banquet Event Order.

    8. Post As: Enter name/information about the event for posting outside the function space or on a reader board.

    9. Distributed: Select this check box to indicate if the Banquet Event Orders have been distributed.

11. Click Save.

Canceling a Block

To cancel a block, update the block status to return the block room allocation to house availability. For more information, see: Managing Block Status.

Table 3-6 Block Detail Links

Block Main	Rooms	Events
Block Status	Access Exclusion	Events
Linked Profiles	Block Restrictions	Event Resources
Attachments	Items	Manage Catering Packages
Block Notes	Packages
Deposits Cancellation	Room and Rate Grid
Sell Messages	Wash Schedule
Traces