Managing Reservation Routing Instructions

Routing instructions are auto-created for a reservation when a Company, Agent, Source, or Contact profile, with the Auto Populate Routing check box selected in Default Routing Instructions is linked to the reservation.

Adding Reservation Routing Instructions

Comp charge requests and approvals can be managed when the Comp Request OPERA Control is active. When the Authorizer PIN Required OPERA Control is active, authorizers must also enter their PIN to approve a comp request.

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To. . ., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.
Click New and complete the following:
1. Type: Select Folio.
  1. Folio: Select to route charges to a sub-account (2-8) for the current reservation.
    1. Folio: Select the destination sub-account (billing window).
  2. Room: Select to route charges to a different reservation account.
    1. Room: Enter or search and select the room reservation.
  3. Request: Select to setup complimentary charge request.
    1. Requested By. Enter requestor name.
    2. Comments. Enter comments for the routing instruction if needed.
    3. For more information, see Managing Comp Requests.
  4. Comp: Select to setup approved complimentary charge.
    1. Authorizer: Enter or select an authorizer who approves this comp routing. For more information, see Comp Authorizers and Authorizer Groups.
    2. Folio: Select the comp folio sub-account to route the charges to.
    3. Membership Number: (Appears when the Generic Comp Membership Number OPERA Control is active). Click Profile Searchto open Profile Search and search for a profile and populate its Membership Number and Membership Name on the Routing Instructions screen. The membership number and membership name is saved along with the routing instructions. Any communication with the external PTS (Patron Tracking System) will have the selected profile’s membership number attached.
      
      Note:
      You cannot change the membership type populated on the Profile Search screen. The membership type that appears is the one configured for the Default PTS Membership Type OPERA Control. The search results only include profiles with the PTS membership type attached.
    4. Comp / Coupon: Enter a comp coupon.
    5. Comments: Enter any comments for the routing instruction if needed.
2. Payee: Select the payee for the billing window.
  1. Guest Profile: Select to set the primary guest profile for each selected reservations (Available for mass reservation update only).
  2. Other: Select to list all profiles linked to the reservation.
    1. Click Profile Search to search and select another profile for the folio window.
  1. Click Profile Search to search and select another profile for the folio window.
3. Address: Select the address for payee - the primary address is selected by default.
  
  Note:
  
  Select an AR Address to select a specific AR Account; this applies when the company or agent profile selected has multiple AR accounts.
4. Date Range
  1. Entire Stay: Select when routing applies throughout the reservation dates.
  2. Specific Dates: Select when routing apply for specific dates only.
    1. Begin Date: Enter or select the start date.
    2. End Date: Enter or select the end date.
  3. Days of Week: Select days of the week the routing applies to; by default all days are selected.
5. Charge Code Selection.
  1. Routing Codes: Select checkbox to view a list of routing codes.
  2. Transaction Codes: Select checkbox to view a list of charge codes.
  3. Use the filter to enter a partial description of routing / charge code and click Go to search.
  4. Select one or more codes in the Available panel and click > to move the selected codes to the Selected panel.
    1. To select all codes listed in Available panel use >>.
6. Routing Limits (Available when the Routing Limits OPERA Control is active).
  
  Note:
  Routing Limits cannot be defined when the * Code is selected.
  1. Type: Select a limit type.
    1. Amount: Limit routing by a fixed amount.
    2. Percent: Limit routing by a percentage.
    3. Covers: Limit routing by number of covers.
  2. Value: Enter a value according to the Type selected.
  3. For more information, see Routing Limits.
7. Apply Instructions to Postings for In House Reservations: Select check box to apply the routing instructions to existing charges; refreshing the reservation account.
8. Click Save or Save and Refresh to update the reservation billing and route charges accordingly.

Editing Reservation Routing Instructions

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To. . ., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.
Select the routing instruction, then click the vertical ellipsis Actions menu and select Edit.
Update the details.
Click Save or click Save and Add Payment to add payment details. For more information, see Managing Reservation Payment Instructions.

Deleting Routing

From the OPERA Cloud menu, select Bookings, select Reservations select Manage Reservation.
Enter search criteria, click Search.
Select the reservation in search result, click I Want To. . ., click Routing Instructions or open the reservation presentation and click Routing Instructions details link.
Select the routing instruction, then click the vertical ellipsis Actions menu and select Delete.
Click Delete to confirm.