Opera Manual

NOTE: The recommendation is to share the whole package amount
with the guest and not the amount of each element.

Adjusting 16. Select Close to exit.
Folios with
Package A package rate is a combination of different transaction codes bundled together. For
Rates adjusting transactions, system requires you to specify which specific transaction
needs to be adjusted. Hence, you will not be able to use the right click option to adjust
transactions. The transaction code appropriate for adjustments depends on a number
of variables. Check with your manager for specific decisions regarding which code to
use. The steps below describe how to adjust a guest folio with a package rate.

1. To adjust a package rate, select Post from the BILLING screen.

The TRANSACTION POSTING screen displays.

2. Choose the List of Values Button for Code to select from the list of transaction
codes.

3. Highlight the transaction code to adjust
4. Select OK
5. Enter the Amount to adjust
6. Detail the reason for the adjustment in the Supplement field
7. Select Post

NOTE: Remember to post adjustments as a negative value so that the
guest folio reduces by this amount.

If there are not more charges to post, choose Close to exit screen.

8. The adjustment now appears on the guest folio.
9. Select Close to exit screen and prevent any further postings.

Reports The following section describes two reports, which can help you manage packages at
your property.
Package
Allowance The Package Allowance Guest In House Report lists the all the guest In-house along
Guest In- with the amount of allowance for them. This is a good report to be distributed to your
house outlets.

1. To print a Package Allowance Guest In House Report, follow the steps below:
2. From the main menu, select Miscellaneous and Reports.
3. Enter the report name in the Report filed and Click search.
4. Highlight the Package Allowance Guest In House (finpkgallow) report and

select OK.
5. Make appropriate changes to filters if needed and Select Print.

Package The Package Ledger Detail Report is a very comprehensive report that displays all the
Ledger package related transactions. You can view all the debits and credits related to the
Details packages in this report.

To print the Package Ledger Detail Report, follow the steps below

1. From Main Menu, select End Of Day
2. Select End Of Day Reports.
3. Enter the Report Name in the Report field.
4. Highlight the Report Package Ledger Detail .
5. Select Print





RATE / REVENUE MANAGEMENT



Introduction All rates are created in the HOLIDEX Plus system and download to OPERA. The
interface and download communication does not transfer Revenue Management
Restrictions from one system to another so they are managed in both systems. This
chapter outlines the key areas that require attention by the hotel once rates
download into OPERA.

KEY TERMINOLOGY

HOLIDEX Plus OPERA

Rate Code is equal to No Equivalent
Rate Category is similar to Rate Code

Brand Sell Strategy is equal to Rate Code Display
Sequence

Sell Strategy is equal to Day Types
Deposit Policy is equal to Deposit Rules

Cancellation Policy is equal to Cancellation Rules

Rate Code Allocation is equal to Rate Strategy
is equal to
Stay Restrictions Rate Availability
is equal to (non- PERFORMSM
Overbooking (non- properties only)
PERFORMSM properties
only) Sell Limits
Sell to Capacity
(non- PERFORMSM is equal to Sell Limits
properties only)

Activating a After rates download from the HOLIDEX Plus system, access the RATE CODE HEADER
Published screen and follow the steps below:
Rate
1. From the main menu, select Setup and Configuration.
2. Select Rate Management and Rate Classification.
3. Select Rate Code.
4. Highlight the desired Rate Code and select Edit.

The RATE SETUP screen displays.

On this screen, several of the options display in gray. These are protected options as
they were created and downloaded from HOLIDEX®Plus during the rate download
process. To update these options go to the HOLIDEX®Plus system to update or revise
these options and initiate a new rate download.

The following fields auto-populate during the rate download process.
Rate Code
Description
Rate Class
Begin Sell Date
End Sell Date
Market
Room Types

The following fields are available for entry and/or maintenance in OPERA:
Rate Category auto-populates during the rate download, but is editable. For
example, you can create an ―Internet‖ Rate Category to track the Internet Rates.
These rates belong to the Discount (D) Market Code, but having this custom
Rate Category would allow tracking production by Rate Category as well as
Market Code. To create a Rate Category, reference the ―Creating Customizable
Rate Categories‖ section of this chapter.
Market auto-populates during the rate download, but is editable. For example,
as mentioned above, by default all internet Rate Codes belong to Discount (D)
Market Code. However if your property wants to track these under Market code
Business Products (B), you can change the Market Code to B.
Folio Text overwrites ―Accommodation‖ text that prints on the guest folio.
Therefore, leave this field blank. This is not to be confused with folio setup that
is determined during installation. To customize folio setup, call support for
assistance.

Source is used for existing marketing promotions and assists in tracking
advertising dollars. Entering a source code auto-populates all reservations with
the source code. To create Source codes, refer to the ―Creating Customizable
Source Codes‖ section of this chapter.
Display Sequence lists the order that the Rate Code appears in the RATE QUERY
screen. When a rate downloads, its display sequence automatically assigns.
Rate Codes should appear in the same order as the brand‘s Sell Strategy in
HOLIDEX®Plus System.

Failure to assign a display sequence for any rate created in OPERA results in the rate
appearing at the bottom of the rate order when OPERA rates are displayed. If the same
display sequence is assigned to multiple rates then the rates appear in alphabetical
order by Rate Code. The best practice suggestion for Public rates is to number them in
increments of 5 to allow for the insertion of new rates (i.e. 5, 10, 15, 20, etc.).

Display order for Private or Negotiated rates should all be set to 100 or another high
number. We discuss this in detail in the ―Negotiated Rate‖ section of this chapter.

Room Types - All room types pre-populate into this field and do not need to be
edited. The specific room types assigned to the rate displays on the Rate Detail
screen.
Packages - Package elements are added if the rate includes more than just
room (i.e. Bed and Breakfast).
Commission -Will auto populate during the rate down load. It will always read as
―NON‖ since IHG processes commissions centrally through the Travel Agent
Commission Program.
Negotiated - Check this flag if this rate is negotiated for a company. Checking
this alters the display of the rate in the Rate Query.
Day Type - Not used at IHG hotels.
Suppress Rates - Suppressing a rate ensures that the rate is not visible
anywhere but in the RATE CODE SETUP screen. Rates that should not be
displayed to guests should be suppressed in the OPERA system. Checking this
option means this rate displays in the Rate Query as ―SR‖.
Print Rate - This is automatically checked during rate download. Uncheck this
box for rates that are not to print on the guest folio and the registration card.
Day Use - A Day Use rate may be established at the hotel for guests occupying
and departing from the room on the same business date. Designating a Day
Use rate enables search on the Rate Query screen.
Membership - Not used at IHG hotels as Priority Club points are tracked and
managed via the HOLIDEX®Plus system.
Complimentary - Installers create the Complimentary Rate Code at the hotel
(INCMP) and check this flag so that complimentary rooms deduct from ADR
figures when viewing reports with ADR minus complimentary rooms.
House Use - Used to designate which Rate Codes are for house use only.
Installers create the House Use Rate Code at the hotel (HOUSE) for use with
Posting Master accounts and check this so that house use rooms deduct from
ADR figures when viewing reports with ADR minus house use rooms.
Transaction Code - Used to assign a transaction code for posting room revenue

at the End of Day (i.e. 1000).

Tax Incl. works in conjunction with the Transaction Code and defines if the tax is
included.

Pkg. Tran Code - Used by the End of Day procedure to post package revenue (i.e.
7500). Refer to the ―Packages‖ chapter of this manual for further details on
packages.

Currency Code - Defines what currency the rate code displays and posts in.

Exchange Type - Determines when the currency exchange rate applies to Rate
Code. For example: Applied at Check In, Applied at reservation booking date, or
applied based on current date.

Minimum Occupancy - The minimum number of persons required on the
reservation when utilizing the Rate Code.

Maximum Occupancy - The maximum number of persons allowed on the
reservation when utilizing the Rate Code.

Multiplication and Addition options - Not used by IHG hotels.

Rate Header LONG INFO

This information pre-populates from the HOLIDEX®Plus System during the Rate
Download process. All of the Rate Restrictions set in HOLIDEX®Plus populate as
freeform text here. Key information from the Long Info area needs to be entered into
the Short Info area. As this information downloads from the HOLIDEX®Plus system, any
revisions to this information requires the update to occur in the HOLIDEX®Plus system.
This information is also viewable from the RATE QUERY Screen via the Long Info button.
To view full rate information from the RATE SETUP - EDIT screen, select Long Info.

SHORT INFO

After reviewing the Long Info free form text, enter key information in the SHORT INFO
screen to communicate to the guest during the booking process.

For example, this is the only place for reservations agents to see program specific
information such as: ―pre-purchase is required‖ or ―ID is required‖ for a rate. This option
may also be used to list rate features such as ―Rate includes full breakfast for two‖.

1. To enter displayable rate information, from the RATE SETUP - EDIT screen select
Short Info.

The RATE CODE SHORT INFORMATION screen displays.

2. Enter the text in the free format box and select OK to save.
Ensure that the most vital information regarding any rate appears on the first line of the
RATE CODE SHORT INFORMATION screen so that it displays on the RATE QUERY
DETAILS screen without having to scroll down to see key revenue generating
information.
Below is a RATE QUERY DETAILS screen in which the Advance Purchase rate has been
selected. Note the text ―Non-refundable in the event of Cancellation Or Change‖.

Rate Details In order to view the dates, amounts and other attributes for a rate, do the following:
1. From the RATE SETUP – EDIT screen, select the Rate Detail tab.

RATE DETAIL screen displays all the rate details like amounts applicable for different
number of Adults for different sets of Room Types and different ranges of dates.

NOTE: To view corresponding rates for a room type, highlight a detail
line on the right. The rate information is displayed in the
Amounts section of the screen.

Should an error be found in a rate, make the necessary changes in the HOLIDEX®Plus
system and initiate a new Rate Download.

Negotiated Rate Setup

Negotiated Be certain to setup and designate all Negotiated Rates in OPERA. Even though rates
Rates
download automatically from HOLIDEX Plus into OPERA, each of the Negotiated rates
must be reviewed. Select the Negotiated Rate box option to take these Private Rates out
of the standard Sell Strategy and Rate Query.

To establish a rate as negotiated, follow the steps below:

1. From the main menu, select Setup and Configuration.
2. Select Rate Management and Rate Classification.
3. Select Rate Code.
4. Highlight the desired Rate Code and select Edit.
5. Place a check in the Negotiated box and select Save.
6. Select the Negotiated tab at the top of the RATE SETUP – EDIT screen.

Linking 7. Select New to add a new Rate Code.
Negotiated 8. Click the List of Values Button next to the Rate Code field.
Rates to 9. Highlight the desired Rate Code and select OK.
Company 10. Enter a Start Sell Date and End Sell Date.
Profiles 11. Select OK and return to the negotiated rates screen.

All Negotiated Rate Codes are required to be associated or linked to a Company Profile
for the Negotiated account to be properly sold and tracked. This is performed through
the Company Profile. This is a required step.

Negotiated Rates will only display at the beginning of the Rate Query process if they are
linked to a Company Profile. It is recommended the Sales Manager/Director of Sales
take responsibility for creating and attaching Negotiated Rates, both National and Local
accounts, to Company Profiles. Further information on Profile creation is found in the
―Reservations‖ section of this manual.

Use the following steps to link Negotiated Rates to Company Profiles:

1. Use the PROFILE SEARCH screen to locate the profile.
2. Highlight the desired profile and select Edit.
3. Select Options.
4. Select Neg. Rates.

The NEGOTIATED RATES screen displays any existing negotiated rates associated with
the profile.

5. Select New to add the Rate Code.

6. Select the List of Values Button next to the Rate Code field and select the
negotiated rate for this profile. Set a Start Sell Date and End Sell Date.

7. The Sequence auto-populates and is dependant upon the number of Rate
Codes associated with the Company Profile.

8. Select OK.

NOTE: After the negotiated rate has been added, searching for a
Company Profile yields a ‗$‘ dollar sign to appear in front of the
name. If multiple negotiated rates are linked to the Company
Profile two dollar ‘$$‘ signs display.

If restrictions have been applied to the negotiated rate in the HOLIDEX Plus system,
review the following pages and apply the same restrictions in OPERA.

Applying Deposit / Cancel policies do not download from the HOLIDEX®Plus system to OPERA.
Deposit and Therefore, if a rate has Deposit / Cancel policies, they must be entered in OPERA using
Cancellation the DEPOSIT and CANCELLATION RULES screen.
Rules The same procedures apply to house level deposit or cancellation policies.

Deposit To create deposit rules for use against certain rate options, follow the steps below:
Rules
1. From the main menu, select Setup and Configuration.
2. Select Reservations, Codes and then Deposit Rules.
3. Select New.

The DEPOSIT RULES – NEW screen appears.

4. Enter the name for the Deposit Rule.
5. Enter the Description to match HOLIDEX®Plus. Limit the description to 20

characters for easy viewing on display screens.
6. Select Flat for a flat dollar amount, select Percentage for a percentage of the

rate, or select Nights for number of nights deposit required. .

NOTE: Percentage refers to percentage of first nights room and Tax.
Hence, be sure to use Nights for pre-payment rates, setting it
at 99.

7. Enter the Deposit Amount applicable based upon the Type selected above.
8. Enter the Days Before Arrival or Days After Booking that the deposit is due. Only

one selection is permitted.
9. Do not check the Inactive box until the Deposit Rule is no longer in effect.
10. Select OK.

NOTE: The rule is not active until applied in the RULE SCHEDULES
screen as detailed in a later section of this chapter.

Cancellation To establish general cancellation rules for the hotel, follow the steps below:
Rules
1. From the main menu, select Setup and Configuration.
2. Select Reservations, Codes and then Cancellation Rules.
3. Select New.

The CANCELLATION RULES - NEW screen displays.

4. Enter the name for the Cancellation Rule.

5. Enter the Description to match HOLIDEX Plus. Limit the description to 20
characters for easy viewing in other set-up displays.

6. Enter either Flat for a flat dollar amount, Percent for a percentage of the rate, or
Nights for # of nights deposit required, or Non-Cancelable.

7. Enter the Penalty Amount applicable based upon the Type selected above.
8. Enter the Days Before Arrival.
9. Enter the Cancel Before Time.
10. Do not check the Inactive box until the Cancellation Rule is no longer in effect.
11. Select OK.

In the above example, the guest will be charged a cancellation penalty of one night‘s
Room and Tax, if he cancels the reservation after 6 PM a day prior to arrival.

NOTE: The rule is not active until applied in the RULE SCHEDULES
screen as detailed in a later section of this chapter.

Rule Once you create deposit and cancellation rules, you may apply them to specific rate
Schedules – codes or at the house level. The system can share rules for various rates or house level
Apply policies, and activated in the RULE SCHEDULES screen. To active rule schedules, follow
Deposit the steps below:
/Cancellation
Rules 1. Select Setup and Configuration.
2. Select Reservations, Codes and then Deposit/Cancellation Rule Schedules.
3. Begin by specifying the rule is a Deposit or Cancellation in the search criteria.
4. Select New.

The DEPOSIT or CANCELLATION RULE SCHEDULES screen displays.

5. Select the Deposit/Cancel Rule to display the desired Deposit/Cancellation
Rule.

6. Highlight the desired rule(s) and select OK. This auto-populates the Description
information.

7. If the Rate Code option is blank, the Deposit/Cancellation Rule applies to the
entire house for the date range specified.

8. Always leave the Reservation Type option blank. This prevents the rules being
based on the method of reservation.

9. Enter the Begin Date and End Date.
10.Do not check the Inactive box until the Rule Schedule is no longer in effect.
11. Select OK.

Rate HOLIDEX Plus downloads all rates to OPERA, however, the availability of rates that are
Strategy – yielded at value in HOLIDEX Plus are not communicated to OPERA. Manual updating of
Rate Code allocations for all OPERA Rate Codes is required.

Allocations- Follow the steps below to allocate rooms to individual Rate Codes in OPERA:
Non
PERFORMSM 1. From the main menu, select Setup and Configuration.
Hotels 2. Select Rate Management and Rate Strategy.
3. Select New.
4. The system will prompt to ―Copy the Current Strategy?‖ Select No. Selecting Yes

opens the screen pre-populated from the last entries, which can easily lead to
errors.

The STRATEGY – ADD screen displays.

5. The Room Type option is always left blank, as rooms are not allocated by room
type.

6. Rate Category is always left blank as rooms are not allocated by OPERA Rate
Category.

7. Select the Rate Code using the List of Values Button.
8. Select ‗If Times Sold Reaches‘ in the Condition option. This is the best option as

it restricts by allocation and not by occupancy.
Enter the number of rooms to be allocated in the box next to the Condition
option.
9. Select ‗Closed‘ in the Restriction Types option. This will close the Rate when the

allocation is met and best matches the HOLIDEX Plus functionality. Remember
to create a counter condition, Open the rate if the number falls below this
threshold. (Due to cancellations, etc.)
10.Enter the Restriction Dates From (the first inventory date the allocation will be
applied to) and To (the last inventory date the allocation will be applied to).
11.Enter the Control Dates From (the start sell date) and To (the end sell date).
12.Check the applicable days of the week.
13.Do not use the Days in Advance, as it does not apply to IHG‘s selling strategy.
14.Select OK.
15.OPERA will display a pop up window and ask, ―Do you want to Set the Strategy?‖
16.Select YES.

The STRATEGY screen displays indicating the active rate strategies.

Rate Rate availability for Yield at Value rates for hotels using the PERFORMSM Revenue
Strategy – Management System hotels are controlled via PERFORMSM Hurdle Points. Non-yieldable
Rate Code rates are managed via allocation settings performed in HOLIDEX Plus. Hotels with
Allocations PERFORMSM have access to the Strategy screen with view only access. This allows
for viewing of allocations but if changes are required they are to be done in the
PERFORMSM HOLIDEX Plus system.
Hotels
Stay restrictions in HOLIDEX Plus translate to Rate Availability in OPERA. House or Rate
Rate level restrictions entered in HOLIDEX Plus do not download to OPERA. These
Availability - restrictions must be created and managed in both HOLIDEX Plus and OPERA.
Stay OPERA does offer more restriction options than HOLIDEX Plus, however, to have
Restrictions consistent selling strategies from all booking channels both systems must match with
for Non- the same restrictions.
PERFORMSM
Hotels Therefore use the following options only:
MINIMUM LENGTH OF STAY
MAXIMUM LENGTH OF STAY

Closed for arrival
CLOSED

Follow the steps below to set stay restrictions in OPERA:

1. From the main menu, select Setup and Configuration.
2. Select Rate Management.
3. Select Rate Availability.

The RATE AVAILABILITY screen displays.

4. Select Restrictions.

5. Select the Restriction Type (either Min. or Max Length of Stay or Closed to
Arrival).

6. Enter the number of Days for Min/Max Length of Stays.
7. Enter Begin Date.
8. Enter the End Date.

9. Check the applicable days of the week.
10.Check the House box only if the Restriction applies to the entire Hotel.
11.The Room Type and Rate Category options are not used because they do not

exist as options in the HOLIDEX Plus system.
12.Select Rate Code from the List of Values Button. This option is for Rate

Restrictions.
13.Select OK to save.
14.A display appears and prompts, ―Do you want to set the Restrictions?‖ Answer

YES.
15.A display appears stating ―Restrictions Successfully Set‖. Select OK.
16.Select Close to leave the Rate Restriction window.

The RATE AVAILABILITY screen displays with the newly created restriction visible.

Any date that displays an * (asterisk) indicates there is multiple restrictions set for that
date.

Restriction types that display in BLUE are arrival restrictions.

For example:

Arrival
Minimum or Maximum Length of Stay
Closed to Arrival

Restrictions types that display in RED are stay restrictions.

For example:

Closed. In this example, the rate or entire hotel is Closed, regardless of
whether the reservation is an arrival or staying through that night.

The search criteria at the top of screen changes the view on the RATE AVAILABILITY
screen. To view restrictions placed on a rates, select the check box for Rate Code. To
view restrictions placed on room types, select the check box for Room Type.
The Year View option displays every month of the year on the left and the days of the
month along the top.
By selecting a field within the grid, the display at the bottom of the screen indicates the
type of restriction, as well as, type of restriction. In this example, October 1 is selected
in the grid. At the bottom of the screen, the status shows us that the value ―2‖ in the
grid are two Minimum Length of Stay restrictions for that date.
The Activity option displays all restrictions activity for the date selected in the grid. All
restriction activity lists that applied for the date in descending order, or the most
recently applied restriction at the top of the list. The activity shown can be either
restrictions placed for the date or restrictions removed for the date. In other words, this
is like a ―changes‖ or ―history‖ log for Rate Restrictions

The Actual button displays all restrictions applied to actual active restrictions next 30
days from the start date on the grid. This is particular useful to determine if multiple
restrictions apply to different rate codes, room types, or the overall hotel in general.
Listed are ONLY the restrictions that actually are in place at the current moment for the
property.

Managing Use the RATE AVAILABILITY screen to setup blackout dates created in HOLIDEX Plus.
Blackout The steps are primarily the same as noted above with a couple of exceptions.
Dates in
OPERA for Follow the steps below to set up blackout dates:

Non- 1. From the main menu, select Setup and Configuration.
PERFORMSM 2. Select Rate Management.
Hotels 3. Select Rate Availability.
4. Select Restrictions.

The RATE RESTRICTIONS screen displays.

5. Select the Restriction Type of ―Closed‖. Do not use Closed to Arrival as the Rate
Code totally closes for that date.

6. Leave the Days option blank, as it does not apply.
7. Enter Begin Date.
8. Enter the End Date.
9. Check the applicable days of the week
10.Do not place a check in the House option, as it will apply this restriction to a

specific rate(s) not the house.

11.The Room Type and Rate Category, options are to be left blank as restrictions
are not put on room type or rate category level in OPERA.

12.Select the desired Rate Code(s) from the drop down box in the Rate Code
option.

13.Select OK.

The RATE AVAILABILITY screen then re-displays with the blackout date designated as in
red with a ―C‖. It displays in red, as it is a Stay Restrictions, not an Arrival Restrictions
such as Closed to Arrival or Minimum Length of Stay, which displays in blue.

Customized HOLIDEX Plus downloads all of the Sell Strategy as Day Types in OPERA during the rate
Sell download process. To update or correct these options go to the HOLIDEX®Plus system
Strategy/ to update or revise these options and initiate a new rate download.
Day Types
To view Day Type strategy in OPERA follow the steps below:

1. From the main menu, select Setup and Configuration.
2. Select Rate Management.
3. Select Calendar.
4. Select Day Type Codes.

The DAY TYPE CODES screen displays.

5. Highlight the desired sell strategy and select Edit.

Several fields on the DAY TYPE CODE screen are not accessible and displayed in gray.
These are protected fields created during the rate download process from the
HOLIDEX®Plus. To update these fields go to the HOLIDEX®Plus system, modify as
required, and initiate a new rate download.

Day Type Code
Description
Multiplier (not used at IHG)
Adder (not used at IHG)
Display Color
Rate Order
Date Ranges

The DAY TYPE CODE screen in sequence order is displayed.

Follow the steps below to view applicable date ranges:

1. Select Setup and Configuration
2. Select Rate Management.
3. Select Calendar
4. Select Property Calendar.

The EDIT PROPERTY CALENDAR screen displays.

Set If the hotel is using the overbooking functionality in HOLIDEX Plus the Overbooking
Limits in OPERA must be configured to match those in HOLIDEX Plus. Use the following
Overbooking steps to Set Sell Limits in OPERA:
Limits for
Non- 1. From the main menu, select Rooms Management and Overbooking.
PERFORMSM 2. Select New.
Hotels
The NEW NUMBER TO OVERBOOKING screen displays.

3. In the option marked From Date, enter the date the sell limit will begin.
4. In the option marked To Date, enter the last date the sell limit will be in effect.
5. Select the days of the week the Sell Limit is for.
6. Enter the room type to be overbooked in the Room Type option. This should be

the sell-through room type.

7. To overbook by a percentage of rooms, mark Percentage and enter that
percentage number in the Overbook Level option.

8. To overbook by a number of rooms, mark Number button and enter that number
in the Overbook Level option.

9. Select OK.

Tracking The Source Codes may be customized to allow tracking of local promotions.
Rates via
Customized To create a custom Source Code:
Source
Codes 1. Select Setup
2. Select Configuration
3. Select Rate Management
4. Select Codes
5. Select Source Codes
6. Select New

7. In this case, we are creating a source code to allow us to track business brought
to the hotel due to the billboard on I-95.

NOTE: Train the Front Office personnel to use this Source Code as
appropriate during the reservations process.

Create Market Segments have been hard coded into the HOLIDEX Plus system to provide IHG
Custom Rate with standard Market Segments. During the rate download, process the Market option
Categories to
Serve as is populated with the second character of the HOLIDEX Plus Rate Category as a default.
Although this default code downloads to OPERA, there is flexibility in Market Segment
―Sub- reporting in OPERA and the market code may be changed however, there is also an
Markets‖ additional code, which can be used for unique hotel tracking needs. For example, if the
hotel would like to track Internet rates separately from the current Market ―Discount‖
this may be accomplished by using the OPERA Rate Category.

NOTE: The Rate Category feature in OPERA should not be confused

with the Rate Category code used in the HOLIDEX Plus system.
These are two different configurations.

Follow the steps below to build customized Market Segments for reporting in OPERA
using the Rate Category feature.

1. Select Setup.
2. Select Configuration.
3. Select Rate Management.
4. Select Rate Categories.
5. Complete the Rate Category, Description, Rate Class, Display Sequence and the

Begin Date/End Date options.

NOTE: The start date must be created to the Rate Code start date.
Our best practice is to enter a start date of 01-01-01. Enter an
end date well into the future so this setup will not expire.

Attach the Rate Category to the Rate Code.

Use the following steps to do so:
1. Select Setup.
2. Select Configuration.
3. Select Rate Management.
4. Select Rate Codes.
5. Select the Rate Code to be updated.
6. Select Edit.
7. Using the List of Values Button next to the Rate Category option, select the
customized Rate Category.

Creating OXI 8. Select OK.
Traces to 9. Select Save.
Manage
Advance For reservations that download from the HOLIDEX Plus system, it is possible to
Purchase configure OXI (OPERA Xchange Interface) to flag certain reservations and trace
Rates departments for action on the reservations.

An example of when this might be useful would be if an advanced purchase reservation
booked in the internet downloads to the hotel. The conditions of these bookings require
the guest to pay for the reservation at the time of booking. When the reservation enters
OPERA, unless there is a formal process at the hotel to look for these reservations, it is
possible to miss the reservation. In essence, the guest does not get charged for the
stay and arrives with an unpaid deposit on the reservation.

To alert either the Front Desk or the Reservations department with a trace text as
reservations book for a rate option that requires an advance deposit or pre-payment for
the stay, follow the steps below:

1. From the main OPERA web page, select OXI.
2. Log into OXI with your User name and Password.
3. Select Login.
4. From the main OXI menu, select Interface Configuration.
5. Select Special Codes.

6. Select the Rate Code button and highlight the desired rate in the list.
7. Using the List of Values Button next to the Trace Department and select the

department to trace.

8. For rates that require action prior to arrival select Arrival in the Trace Date area.
Enter a value in the –Days option.

9. For rates that require action at the time of booking, select Booking in the Trace
Date area. Enter a value in the +Days option.

10.Select in the white Trace Text box and enter instructions for the trace
department.

11.Place an ―X‖ next to any desired Services/Specials and select Save.

NOTE: Remember that these automatic traces and actions send only

on reservations downloaded from HOLIDEX Plus to OPERA and
not on reservations generated in OPERA.

Revenue Due to the large number of Revenue Management reports, a key report group called Top
Management Revenue Management Reports was created.
Reports
Listed below are several of the key reports that OPERA offers to assist in revenue
managing the hotel. Some of these reports contain Statistical data (historical) and
others Forecast data (projected future) business.

Top Rev Mgmt Reports business_on_the_books
(Report Name)

1. Business on the Books

2. History and Forecast history_forecast

3. History and Forecast Business history_forecast_blk
Blocks

4. Length of Stay by Market Code los_market_forecast

5. Market Segment Totals res_forecast2

6. Matrix matrix_report

7. On the Books Sales Statistics otb_sales_statistics

8. Profile Production profileproductivitystat

9. RMS Hurdle Point hurdle_point

10 RMS Override yield_override

11 RMS Rate Code yield_rate_code

12 RMS Setup yield_room_type

13 Report Past Statistics res_statistics1

14 Reservations Booking Pace reservation_pace

15 Reservations Forecast res_forecast1

16 Reservations Statistics res_statistics2

17 Sales Tiered Statistics sales_tiered_stats

18 Three Month Forecast three_month_forecast

19 Turnaways by Arrival Date resturnawaybydate

Market Code The Market Statistics report offers Rooms, Room Revenue, ADR, and Occupancy %
Statistics display with Day, Month and Year totals for each Rate Code. Groupings are totaled with
Report each Market code defined by the hotel‘s HOLIDEX Plus market structure set for by IHG.

To print the Market Code Statistics report:

1. Select Miscellaneous.
2. Select Reports.
3. Select the Report Group of Statistics.
4. Highlight the Market Code Statistics (stat_dmy_seg) report.
5. Select OK.

Enter the desired Date and Group By ―Market Group‖ and Subgroup By Rate code. Sort
Order may either be Alphabetical by Rate Code or in Sequence for the brand sell
strategy.

Reservations This report provides consumed reservations data. It contains date based on the Option
Statistics selected and offers room consumption, percentage of occupancy, ADR, as well as a
Report revenue breakdown by category. Several options may be selected to provide
customization by each user.

To print the Reservations Statistics report:

1. Select Miscellaneous.
2. Select Reports.
3. Select the Report Group of Statistics.
4. Highlight the Reservations Statistics (res_statistics2) report

5. Select OK.
a. Select the desired Style, selecting Month to Date will provide date by
Day/Month/Year to date.

b. Select any of the report Options to customize this report.

c. Select Rate Code for rate production (as displayed in the report below). If
Rate Categories are customized this report will provide statistics by
selecting the Rate Category Option.

History and The History and Forecast reports show the historical and future reservations data and
Forecast room revenue. The report defaults to display 7 days of history and 21 days of future
Report data. For exact Departure Rooms, refer to the Housekeeping Forecast report by date.
It is not possible to print this report for multiple dates but can be used if needed for
staff scheduling and planning within the Housekeeping and Rooms Division

departments.

To print the History and Forecast report:

1. Select Miscellaneous.
2. Select Reports
3. Select the Report Group of Forecast.
4. Highlight the History and Forecast (history_forecast) report.
5. Select OK.

a. Select the desired Date Range and select Net Room Rates in the Rates
option.

Forecast This report is very similar to the History and Forecast report but displays only projected
Report future occupancy and room revenue.

To print the Forecast report:

1. Select Miscellaneous.
2. Select Reports.
3. Select the Report Group of Forecast.
4. Highlight the Forecast (resfutureoccupancy) report
5. Select OK.

a. On the Forecast report, enter the desired From Date and To Date.

Business on The Business on the Books report has options to choose from depending on the hotel‘s
the Books forecasting needs. The Business on the Books report displays Individual vs. Block
Report reserved totals along with OOO/OOS, Available, Occupancy %, and Average Rate details
for any range of dates. This report does not, however, display how many arrivals and
departures there are for the hotel on those business days.

To print the Business on the Books report:

1. Select Miscellaneous.
2. Select Reports.
3. Select the Report Group of Forecast.
4. Highlight the Business on the Books (business_on_the_books) report
5. Select OK.

a. Enter the Date Range and select Deduct Reservations in the Reservations
option. For the Display on Report section, select to see Individual

Reservations, Block Reservations, Blocks, Out of Service, Total Rooms, Out
of Order, Available Reservations, Occupancy Percentage, Total Average
Rate, and Projected Average Rate.

Guests In The Guests In House by Company report is a very valuable report for viewing all of the
House by guests in house with a company profile attached to their reservation. The report
Company includes reservation details including member number, Company profile and a revenue
Report breakdown for each guest. This report is very valuable for tracking productivity of
corporate accounts as well as viewing their rate code usage.

To print the Guest In House by Company report:

1. Select Miscellaneous.
2. Select Reports.
3. Select the Report Group of Guest In House.
4. Highlight the Guest In House by Company (gi_inhousebycomp) report.
5. Select OK.

USERS



Introduction This chapter focuses on the steps for securely managing your systems functionality
among various hotel staff. These procedures themselves are secured and reserved
primarily for system administrators or other higher-level hotel management. The first
sections detail the basic process of creating a new OPERA user. This is essentially a 3
step process:

1. Create a Cashier (login) for the user.

2. Create the OPERA PMS User Name for the user.

3. Assign to the user, Group or Individiual Permissions.

Additionally, this chapter discusses setting up User Permission Groups.

Add New The first step in creating a new user is creating a Cashier. This is not a requirement for
Cashier all employees of the hotel or OPERA users. If a particular user does not need access to
posting areas of the system or the need to check in guests, then a Cashier is not
necessary. Some good examples of users that do not need Cashiers are Housekeeping
supervisors, PBX operators, and Bellmen. These positions typically do not need access
to post charges to guests bills, therefore would not need a Cashier ID.

To add Cashiers for each user requiring posting ability, follow the steps below:

1. From the main menu, select Setup and Configuration.
2. Select the Cashiering menu and Cashiers.

The CASHIER SETUP screen appears.

3. To create a new cashier, select New.
The CASHIER - NEW screen appears.

4. The first field is the Cashier ID. This is a numerical item that the user
identifies that cashier. The highest number allowed is 9999, and typically,
numbers under 100 are reserved for system cashiers and interfaces. This
number auto-generates but can be assigned manually as well.

5. Enter the Name of the Cashier.
6. The Reserved field determines the property that uses this Cashier. Select

the down arrow beside the field to associate a specific property to this
Cashier. This is only necessary in multi-property environments where the
Cashier might post for multiple locations.

7. Max. Uses field determines how many times in a business day the cashier
may open or close their bank. The standard for most hotels is three (3).

8. The Float Over/Short field allows the Cashier to drop over or below the total
expected drop. Check this box if your hotel allows an overage or shortage to
float until the next day.

9. Interface Cashier is checked for any system required Cashiers used by
interfaces (i.e., movies, call accounting, point of sale).

10.Exclusive Use checkbox determines if the cashier is devoted to only one user.
This prevents the Cashier from being available when selecting a Cashier from
the pool of available ID‘s if the hotel is using the floating cashier option.

11.Inactive is checked when an employee no longer works at the hotel. This
prevents anyone from logging in to the Cashier while maintaining the history
of what postings the Cashier made.

12.Select Save to complete the Cashier.

Create a The second step in creating a login is adding the User. Everyone at the property that
User Name requires access to OPERA must have a User name. This also includes personnel
responsible for profiles and the need to track profile performance.

To create a new User, follow the steps below:

1. From the main screen, select Setup and User Configuration.
2. Select Users.

The USERS screen displays.

All users in the system display in the main grid of this screen. The search area is useful
for finding a particular user when the list of users is quite long. In addition, you may click
the List of Values Button on the field in the center of search criteria to sort the display by
Active, Inactive, and Terminated users.

3. To create a new User, select New.

The NEW USER screen displays.

The screen displays with four quadrants of information. Mandatory fields have bold field
descriptions.

4. Select a language by choosing the down arrow beside the Language field.
5. Select the appropriate radio dial for whether the user is Male or Female.
6. Enter the user‘s name in the Last Name, First Name, and Middle fields.
7. Select the user‘s job title by selecting the down arrow beside the Job Title field.
8. Choose the users department from the list of departments by selecting the down

arrow beside Department.
9. Enter the user‘s phone extension in the Extension field.
10.Enter a user‘s initials to track performance and statistics of profiles linked to the

user via the Owner field.
11.The LOGIN screen determines the screen the user sees upon successfully

logging into the application (i.e. Dashboard). If you leave the field blank, the user
logs into the main OPERA screen.
12.Enter any Address and Communications information.
13.The Login Name field is hotel defined and is the user‘s login name. We
recommend having a standard for all names. Suggestions include the first,
middle and last initials or the first initial and last name. Hotels should not setup
logins based on generic job functions.
14.Enter a generic Password for the user. The user is required to change the
password upon first successful login. Passwords may be alpha, numeric, or a
combination of alpha and numeric. They must be seven characters in length and
must contain at least one numeric character.
15.Re-enter the chosen password in the Confirm Password field.
16.In the Emp. Number field, enter the employees FMDS Enrolling Employee ID
number. This allows any user to process Priority Club Rewards Member
Enrollments discussed in the ―Profiles‖ and ―Miscellaneous‖ chapters of this

manual. By entering the number, the ID populates automatically to the
ENROLLMENT screen.
17.Cashier ID is the field to enter the Cashier associated to this person. If the user
do not make postings and does not have a Cashier, leave the field blank

NOTE: If your hotel uses the floating Cashier functionality and the
users share the same Cashier with other users, leave the field
blank. When attempting to access the posting area of the
system, a prompt displays to choose the Cashier.

18. To define a specific report group this user defaults to when accessing the
Reports module, click the List of Values Button next to the Report Group field.

19.Password Expiration Days field determines how often the user‘s password
expires.

NOTE: If the field automatically populates a number and the field is
gray, then the password expiration is set and mandated in
another area of configuration. Sarbanes-Oxley (SOX) security
compliance and standards suggest that you reset passwords
on a regular basis.

20. Place a check in each box of the Access Control area to define the applications
this user may access for the OPERA Hotel Edition. Most basic users require
access to PMS only, whereas a System‘s Expert requires access to PMS,

Configuration, End of Day, OXI, Utilities and the like.

21.Select Save to complete changes and remain on the screen.

Assign Once a user exists, to assign permissions to that user, follow the steps below:
Individual
Permissions 1. From the User ID - EDIT screen, select Permission.

The USER PERMISSIONS screen displays.

The right side of the screen displays the security permissions the user has access to
(GRANTED). The left side of the screen displays the security permissions the user does
not have access to (NON-GRANTED). The top portion on the left displays available NON-
GRANTED User Groups with lists of predefined permissions by job role (i.e.
Housekeeping, Guest Service Representative).
The screen example above displays a ―Front Desk‖ user group granted to the individual,
and displays the folders (areas of the system) and individual permissions granted when
the User Group granted. Permission folders group individual permissions by module of
the system, to include configuration areas.

2. To grant access to a User Group, Folder, or Individual Permission, highlight the
intended item and select Grant located in the very center of the screen. The
permission moves to the GRANTED side of the screen.

3. To remove access of a User Group, Folder, or Individual Permission, highlight the
intended item and select Revoke located in the very center of the screen. The
permission moves to the NON-GRANTED side of the screen.

4. Select OK to save changes and OK to save the user.

Unlocking a With the latest security measures, if a user unsuccessfully attempts to log into the
User system more than 3 times, OPERA automatically locks the user from logging back into
the system. This situation requires management access to unlock a user.
To unlock a user, follow the steps below:

1. From the main menu, select Setup, User Configuration and Users.

The USERS search screen appears.

2. Locate the user and highlight the Employee Name.
3. Select Unlock.
The USER PASSWORD screen appears.

4. Enter the word ―password‖ in the Password field as well as in the Confirm
Password field.

5. Remove any information in the Disabled On field and select Save.
Have the user to login to OPERA again and reset their own password as learned in the
―Miscellaneous‖ chapter of this manual.

Create a New User groups are useful to cluster sets of permissions together so we can quickly assign
User Group permission rights to individuals. In the IHG shell, there are suggested user groups
created with pre-defined permissions. It is at your hotel‘s discretion to add new groups
for job roles beyond the configured groups.

To setup or create new user groups for your hotels job roles, follow the steps below:

1. From the main menu, select Setup and User Configuration.
2. Select User Groups.

The USER GROUPS screen displays.

3. Select New.
The USER GROUP – NEW screen displays.

4. Enter a user Group Name (usually a short code for the group or department).
5. Enter a Description for the user group.

The Transaction Codes and Report Groups functionality are available at some properties
to limit the transaction codes and report groups members of this user group have access
to.

6. Enter Transaction Codes that the members of this user group have access to in
Cashiering.

7. Enter Report Groups the members of this user group may access
8. Select OK.

Add In the IHG OPERA shell, each configured user group has pre-defined permissions. It is at
Permissions your hotel‘s discretion to add to or remove any permission from these existing user
to a User groups. Naturally, if you create an entirely new user group, you must assign all
Group permissions. To add pre-defined permissions to the user group or job role, follow the
steps below:

1. From the USER GROUPS screen, highlight the Group Name and select
Permission.

The USER GROUP PERMISSIONS screen appears.

2. Add permissions to the User Group as needed by selecting the individual NON-
GRANTED Permissions on the left.

3. Highlight the permission and select Grant to move the permission to the
GRANTED USER GROUPS AND PERMISSIONS window.

NOTE: For easy of use and to quickly assign permissions, it is possible
to grant all of the permissions of another user group to this
user group, and then add additional individual permissions.
For example, a Front Desk Supervisor would have all the
capabilities of a Front Desk Agent with additional
responsibilities.

You could grant the Front Desk Supervisor user group the Front Desk Agent user group
permission, and then grant additional supervisory permissions.

4. Select OK to save changes.

Add Users to You may assign individual users to an existing user group by the method explained
a User Group earlier in this chapter. Alternately, you may assign them directly within the user group if
you do not intend to assign individual permissions to the user outside of the group.
To assign users directly to a pre-defined user permission group, follow the steps below:

1. From the USER GROUPS screen, highlight the Group Name and select Users.