Configuring Transaction Discount Rules

Prerequisites for Configuring Transaction Discount Rules

You can configure transaction discount rules to apply a percentage or flat amount discount for selected Transaction or Article codes (Available when the Articles OPERA Control is active), membership types and levels. Reservation membership details are referenced while applying discount percentages/amounts. If the reservation does not have membership details, OPERA Cloud references the primary profile membership details. When a charge is posted to a reservation account (using Billing, Post It, Fixed Charges, Batch Postings, or through an interface), a discount (credit) is automatically applied to the charge, with the Reference providing details of the discount percentage, membership type, and level. The reference details are also available for New Posting activity in the changes log.

Note:

Rate code postings, including packages, deposits, debit, and credit folios are excluded from Transaction Discount. Negative postings posted via Post It / Passerby only result in posting of transaction discounts.

Adding Transaction Discount Rules

1. From the Administration menu, select Financials, then Cashier Management, then select Transaction Discount.

2. Click New and complete the following:

   1. Property: Enter or select the property.

   2. Code: Enter a alpha-numeric code for the discount.

   3. Description: Enter a description.

   4. Code Type: Select a code type from the list (Transaction Codes or Article Codes)

   5. Rule Type: Select a rule type from the list.

   6. Membership Type: Select a membership type from the list.

   7. Membership Level: Select a membership level from the list (optional).

   8. Percentage: Select to apply a % discount.

      1. Amount: Enter a % value.

   9. Amount: Select to apply a flat amount discount.

      1. Amount: Enter an amount.

   10. Sequence: Enter or select a sequence.

   11. Transaction / Article Codes

       1. From the Available panel search and select the transaction code(s) or article(s) (hold down the Ctrl key to select multiple transaction codes).

       2. You can filter the Available list or the Selected list of transaction codes by entering a transaction code in the Filter field and clicking Go.

       3. Click > to move the selected codes to the Selected panel.

   12. Click Save.

Editing Transaction Discount Rules

1. From the Administration menu, select Financials, then Cashier Management, then select Transaction Discount.

2. Enter search criteria and click Search.

3. Select the transaction discount rule, then click vertical ellipsis Actions menu and select Edit.

4. Update the details

5. Click Save.

Deleting Transaction Discount Rules

1. From the Administration menu, select Financials, then Cashier Management, then select Transaction Discount.

2. Enter search criteria and click Search.

3. Select the transaction discount rule, then click vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.