Opera Manual

The USERS FOR GROUP screen appears.

2. Place an ―X‖ next to each user in the Available Users column to assign to this
permission group.

3. Select Add to move them to the Selected Users column.
4. Select Close.



INVENTORY BALANCING



Introduction The OPERA PMS and HOLIDEX®Plus system are connected with a 2-way interface which
allows information to pass between the two systems seamlessly. Messages are sent
What Causes between both systems communicating a variety of data including reservation and guest
Inventory record information. This communication while robust can occasionally be disrupted and
Imbalances? due to discrepancies in the way each system updates its records there may be instances
where information in each system may not match the other. This can result in inventory
imbalances or in other words differences in guest record information and in the numbers
of rooms available for sale in each system.

Inventory balancing is the process of ensuring your hotel has the same information
regarding reservations, guests, and room inventory in both the property management
and central reservation systems. Specifically, it is concerned that the number of rooms
in both HOLIDEX®Plus and OPERA of both the number of sold rooms and the number of
available rooms matches. When the counts in both systems are the same, your hotel is
in balance and no action is required as illustrated by these two tables.

Balanced Inventory Sold Available
25 150
HOLIDEX®Plus 25 150
OPERA

Imbalanced Inventory Sold Available
24 151
HOLIDEX®Plus 26 149
OPERA

To assist in managing this process, OPERA has an Automated Inventory Balancing
feature. This feature is described below in detail but it is important to understand what
the system will do automatically and what actions must be performed by the hotel. There
are manual inventory balancing procedures, which must be taken daily as well as best
practices for all OPERA users to help ensure that the hotel inventory is always in a
balanced state. This helps prevent future guest service challenges stemming from
oversold or undersold inventory, by making sure the OPERA database is as accurate as
possible.

Although Automated Inventory Balancing (AIB) will manage the majority of imbalance
situations, it is important to understand what causes inventory imbalances. Knowing the
cause will allow you to take a proactive role versus a reactive role when it comes to
Inventory Balancing.

In the IHG environment, each system (OPERA and the HOLIDEX®Plus system) maintains
a separate inventory for Individual and Group Reservations. Although the two-way
interface allows the inventories to be updated instantaneously, there may be times when
the inventories are out-of-balance.

The most common reasons for Inventory Imbalance are:

Groups: To minimize the impact of groups on inventory balancing, IHG has pre-

set your system with parameters that will affect the interface. To further
minimize discrepancies, it is IHG‘s Operational Suggestion that you create and
maintain all groups in OPERA. Additionally, uses of features such as Elastic
groups allow changes to update more easily in both systems.

No Shows: No shows are processed during the night audit and uploaded to the
HOLIDEX®Plus system. Sometimes No Shows do not make it up to the
HOLIDEX®Plus system and may require you to change the no-show status in the
HOLIDEX®Plus system as well. It is the Night Auditors responsibility to verify.
Failure to check No Shows in both systems may result in an inventory imbalance.

Rate Code Discrepancies: Failure to build ALL Rate Codes in the HOLIDEX®Plus
system and use the rate download feature to populate rates in OPERA. If Rate
codes are present just in OPERA, HOLIDEX®Plus system will reject the
reservations made with those rate codes

Room Type Discrepancies: Room types should be configured in both systems
and match one for one. All groups should be built with all available room types
with rates built for all types. Limit the use of PMS only room types. Use the RTC
(Rate to charge) feature to ensure upgrades at no rate up charge are accounted
for in the inventory.

Why Balance If you do not balance inventory every day the problems can build and become difficult to
Inventory? resolve. That is why it is so important for you to balance your inventory every day, every
shift.

Frequency
The more frequently you balance your inventory, the easier it is to balance. In most
cases, it will take just a few minutes to complete inventory balancing. Each shift should
have an individual or group of individuals who complete inventory balancing. That way,
each day becomes more and more accurate as time passes.
Balancing inventory every day is a necessary step in order to prevent:

Build up of Imbalances
Over-bookings
Loss of revenue, and
Guest relation issues

Balancing Expiration
There is an expiration date on inventory balancing for bookings originating in
HOLIDEX®Plus. You must make any inventory corrections within 24 hours of all guests‘
arrival for reservations originating from HOLIDEX®Plus otherwise you will not be able to
balance. The imbalance will remain until the guest checks out.

Inventory balancing becomes more difficult after the guest is checked-in therefore, you
should balance inventory for today and into the future for all future arrivals. It is
especially important to balance inventory beginning with ―today‘s arrival date‖ and for
14 future days. That way you may always resolve imbalances prior to the ―expiration
date‖ or 24 hours after a guest is registered.

OPERA The OPERA Xchange Interface (OXI) is the program which facilitates the Flow of
Xchange information between your central Reservation system which is HOLIDEX®Plus and your
Interface (OXI) property management system OPERA. Many of the functions you will use to monitor AIB
and manually process inventory-balancing issues will be in the OXI application.

Automated In OPERA version 4.0, Automated Inventory Balancing (AIB) will ease the inventory
Inventory balancing process for you. The OPERA Xchange Interface (OXI) acts as a gathering tool
Balancing for OPERA (Internal System) and HOLIDEX®Plus (External System) bookings and
(AIB) allotments. A comparison of the systems occurs and any updated data sends to the
respective system. In the event inventory does not balance automatically, there is a
manual reconciliation method available for you to use. That is where the concepts in
this chapter are especially helpful.

During the Night Audit, the Automated Inventory Balancing automatically runs for 30 or
90 days out, depending on configuration. An exception list prints with the Night Audit
reports detailing the results of the Automated Inventory Balancing. The unresolved
discrepancies display on the report, use the process outlined below to resolve the
imbalances.

You may also request AIB to run up to 3 times within a day. You can start with any date
within the next 50 weeks and submit a request for a maximum of 30 days out.
When the AIB runs, it looks at both the Internal and the External systems and compares
the following information: Arrival Date, Departure Date, Number of Nights, Number of
Rooms, Room Type, Rate Code and the Time/Date Stamp of both records. The AIB then
uploads to HOLIDEX®Plus or downloads to OPERA the most up to date reservation
record.

To run a manual AIB request, follow these steps:

1. Login to OXI.

The OPERA XCHANGE INTERFACE screen displays.

2. Select Inventory Balance.
3. Select Automatic Reconciliation.
The AIB REQUEST LAUNCH screen displays.

4. Enter a Start Date, the field defaults to the current business date.
5. Enter the Days to balance (maximum 30).
6. Select Start. The system takes a while and performs Auto balancing.
7. Select Status.
The AUTOMATED INVENTORY RECONCILIATION screen displays.

This screen contains the following search fields:
Property: Pick-list option available in a multi-property setup, otherwise will
default to property configured.
Proc Status: Filter available to display only by column #2 Process Status.
Interface: Filter by type of interface. Defaults to HOLIDEX.
Proc Date: Filter by Calendar date for the Business date the AIB request was
done for.
Req. Date: Filter display to select requests that cover/includes the date

selected for display.
Remarks: Display of statistics for Block Requests and Errors from any Failed
AIB request.
Text: Light blue text will display ‗Response Success‘ based on the highlighted
record on the screen
This screen contains the following columns:
Proc. Id: Unique Identifier for each AIB request. All linked messages will be
the same ID number. AIB main screen uses this column as a main default,
the most recent on top
Process Status: After request has been made, status will update as
responses on data have returned from External (HOLIDEX®Plus) and
compare functionality is completed
Process Start: Date and Timestamp for each request is logged.
Request Start: Request Start date from request.
Request End: Request End date as specified by numbers of days (i.e. 1-30).
Process End: Date and Timestamp for each request finish is logged
1. Failure or success for each request updates on this screen. To refresh the
screen, select Refresh.
2. To view the details of your request, highlight the request.
3. Select Details.
The AUTOMATED INVENTORY RECONCILIATION – DETAILS screen displays.

The details screen initially displays on the Group tab with no information in the grid. Use
the search criteria to define the record details you want to view. The radio buttons allow
you to view by OPERA only, HOLIDEX Plus only or view both on the same screen.

Processed allows the user to view records that have been compared by AIB
automatically. Review means that some manual intervention may be required.
If you would like to view Individual reservations, select the Individual tab.

The screen then displays Individual reservation records that were reviewed for the date
range requested. These records may or may not be discrepant based on your search
criteria. In the screen example above, all records are displayed and have different colors
associated. Red means it has been reviewed but AIB has identified that manual
intervention is required. Blue means a discrepancy was identified and AIB logic was
applied to resolve the out of balance. Black indicates that the record was reviewed and
no imbalance was identified, thus no action taken. To review the details, highlight a
record and select View.
The OPERA – PROCESS DETAILS screen displays.

The action description message indicates if the automated process was successful.
If it was not successful, you should perform the steps as follows:

1. From the AIB INDIVIDUAL details screen, place an ―X‖ next to the record you wish
to perform an action, by clicking in the field (see example below).

2. From the AIB INDIVIDUAL details screen, place an ―X‖ next to the record you wish
to perform an action, by clicking in the field (see example below).

3. Select the action you wish to perform using the buttons at the bottom of the
screen. These buttons are similar to those found in the Reservation Comparison
screen. For groups, the actions are the same. Highlight the group that requires
manual intervention and select the action required.

You can perform a quick automated inventory balancing from PMS screen itself without
having to go to OXI. (You will have to go to OXI if you wish to view the details of the
balancing.)
Please follow the steps outlined below to start AIB from PMS.

1. From the main Menu, select Miscellaneous at the top of the screen (NOT the Big
ICON).

2. Select Automated Reconciliation.

The AIB REQUEST LAUNCH screen displays.

3. Enter the Start Date and Days and Select Start. This initiates the AIB process.
Please note that this method is just a quick access for your convenience and the
Status option is not present here.

You submit up to 3 manual AIB requests within a day. However at anytime you may use
the reservation comparison screen to perform manual inventory balancing

Manual Follow the steps below, to manually resolve system imbalances that were not managed
Inventory by the AIB process.
Balancing
Process Steps 1. Perform manual AIB.
2. Determine if imbalances exist due to a failure during manual AIB.
3. Verify the OXI processors are running.
4. Determine if the discrepancies are individual or Group Block related.
5. Resolve Group Block discrepancies.
6. Resolve Individual discrepancies.
7. Verify No shows are reflected in HOLIDEX®Plus.
8. Balance the HOLIDEX®Plus system with itself

You may use these steps as a checklist to manage your daily inventory balancing
challenges.

Step 1 – At the completion of each step, print the 14-Day Availability Forecast Report and verify
Perform your changes positively affected the inventory out-of-balance. If the imbalance is
Manual AIB resolved, you may stop here. If you have not resolved the imbalance, continue to the
next step.

NOTE: After each step print the 14-Day Availability Forecast Report
and verify your changes positively affected the inventory. If you
resolve inventory imbalances with any one of these steps, you
are finished with the process and may stop.

If imbalances remain after you have completed the process,
call support and escalate the issue to OPERA support (800)
810-4499.

Step 2 - The 14-Day Availability Forecast Report provides you a snapshot of your rooms available
Determine if by date for both the PMS and HOLIDEX®Plus system. This report tells you if you are
Imbalances experiencing an inventory imbalance and will play an essential role in the inventory
Exist balancing process. As you make modifications to affect either system‘s inventory, you
will always want to return to this report to check your progress on balancing the systems.

There is a 14-Day Availability Forecast display; however, it does not have complete
information so it is the IHG Operational Suggestion, to always print the report, when

performing inventory balancing.

The 14-Day Availability Forecast report is how you determine if your hotel is in balance.
You will see this step repeated throughout the inventory balancing process to check
progress. If you check this report and the systems are in balance, no action is required.

NOTE: Before beginning the Inventory Balancing process for the
current day, ensure all Group Blocks have been ―released‖ or
reduced to zero in the HOLIDEX®Plus system.

Follow the steps below to view/print the 14-Day Availability Forecast:

1. Login to OXI.
2. Select Inventory Balancing.
3. Select 14-Day Availability Forecast.

The 14-DAY AVAILABILITY FORECAST screen displays.

4. Enter the Start Date to balance from.
5. Select Request to perform the search and generate data.
6. Select Print.

The 14-DAY AVAILABILITY FORECAST report displays.

7. Verify that the ―Available‖ PMS and HOLIDEX®Plus system totals are equal for
each day being balanced.

If you find that the CRS and PMS columns are the same (in balance) for each Room Type
you may stop the process. In the example above, the hotel systems are not in balance
as HOLIDEX®Plus Shows 505 Available Rooms where as OPERA shows 455 Available
Rooms. Continue with the next step to balance the inventories.

Step 3 - Verify The OXI INTERFACE STATUS screen displays the status of the upload, download and file
OXI export processors. All processors must be ―RUNNING‖ in order for the 2-way interface to
Processors function as intended. The download processor controls data from HOLIDEX®Plus to
Are Running OPERA while the upload processor controls data from OPERA to HOLIDEX®Plus.

Upload = OPERA reservations going up to the HOLIDEX®Plus system.
HOLIDEX®Plus
↑
OPERA

Download = HOLIDEX®Plus reservations coming down into OPERA.
HOLIDEX®Plus
↓
OPERA

Processors are so critical in an integrated environment. It is not always obvious when a
processor is down therefore you should check them as part of the inventory balancing
process (which should occur multiple times daily). Doing so helps prevent large amounts
of failed reservations from building up in one given day.

The top reasons the processors are not running are:
If someone at your hotel reboots the OPERA server and fails to restart the
processor.
If someone accesses the interface status, and manually stops the
processor.

To verify the processors follow these steps:

1. Select OXI from the Main screen.
2. Select Interface Status, Start/Stop Process.

The INTERFACE PROCESSORS screen displays.

3. Verify all processes have a Status of Running.
4. If a Status is anything other than Running, highlight the process and select Start

to activate the processor.
5. Select Refresh until the Status shows the process Running.
6. Select Close.

If processors do not start, please contact support at 1 (800) 810-4499.

Step 4 - Now you will investigate the discrepancies and determine if you have either Group or
Determine if Individual imbalances.
Discrepancies
are Individual STEPS for HOLIDEX®Plus
or Group
1. Sign into HOLIDEX®Plus.
2. Access the VID screen to view daily inventory totals by entering

VID/ddmmmyy and pressing the Enter key.
3. Note the RS counts for Group and Individual reservations for comparison to

OPERA.

STEPS for OPERA

1. Sign into OPERA PMS.
2. Select Miscellaneous.
3. Select Reports.
4. Locate the Reservation Summary report.
5. Print the Report with appropriate Date ranges.
6. You will use the Ind Rms field for individual sold count comparisons. You will use

the Blk Rms PU field for group sold count comparisons.

Now that you have run the reports from HOLIDEX®Plus and from OPERA, compare the
Individual rooms sold counts and the Group sold counts by room type, and take the
appropriate steps.

NOTE: Prior to making adjustments to Group Blocks be sure to check
with the owner of the group contract so that the authorized
numbers match the contract. Be very careful not to randomly
make adjustments to Group Block allocations.

Group Block Discrepancies
1. When the Group Block exists in OPERA and not in the HOLIDEX®Plus system, you

will enter the Group Block into the HOLIDEX®Plus system.

NOTE: This is the only time you will enter a block into the
HOLIDEX®Plus System.

2. When the Group Block exists in the HOLIDEX®Plus system and not in OPERA,
cancel the group block in the HOLIDEX®Plus system and re-enter it correctly into
OPERA.

Existing Group Block Reservations
3. If there are existing group reservations reserved for the group, you will need to
handle these specially. These group reservations have to be managed before
deleting the group block in the HOLIDEX®Plus system. Follow the steps below for
special handling with group reservations:
4. Remove the group block code from the reservation. Do not cancel the existing
reservation.
5. Create the group block in OPERA. Validate it has successfully been created in
the HOLIDEX®Plus system.
6. Take the reservations from step #1 and attach them to the new accurate group
block code

Group Reservation Discrepancies
If Group discrepancies exist – go to the ―Resolve Group or Block Discrepancies‖ section.

Individual Reservation Discrepancies
If Individual discrepancies exist – go to the ―Resolve Individual Discrepancies‖ section.
If both Group and Individual Discrepancies Exist, you will need to perform the steps in
both the ―Resolve Group and Block Discrepancies‖ and the ―Resolve Individual
Discrepancies‖ sections independently.

Step 5 - Compare Group Reservation counts for Group Blocks in HOLIDEX®Plus and in OPERA.
Resolve While there is not a screen designed specifically for group comparison between the
Group or HOLIDEX®Plus system and PMS, group information can be easily obtained in both
Block systems.
Discrepancies
NOTE: In some cases, you will notice the group block code missing
from reservations in HOLIDEX®Plus. In this case, you should
retrieve the group reservation and add the block code to
resolve group discrepancies.

. STEPS for HOLIDEX®Plus

1. Sign into HOLIDEX®Plus.
2. View or Print the VRW screen to view group activity for the specified date.
3. Type the command VRW/ddmmmyy for the date you wish to display. This screen

A quick way to check will display all groups that fall during any part of the active week displayed (see
for groups in the below).
HOLIDEX®Plus 4. You will be looking at the AU (Authorized) and RS (Rooms Sold) fields and
system is to enter matching them to the corresponding OPERA fields.
VRW/Group Code
/ddmmmyy

STEPS for OPERA

1. Select Miscellaneous.
2. Select Reports to navigate the reports menu.
3. Run the Group Pickup report.

4. Compare the HOLIDEX®Plus VRW and the OPERA Group Pickup report and verify
that the numbers match (see table below).

HOLIDEX OPERA
AU Current
RS Pickup

If Group discrepancies exist (if the two reports do not match), continue to the steps for
Making Group Block Adjustments.

If the numbers match, your groups are in balance and you may go to the ―Resolve
Individual discrepancies‖ section.

NOTE: A quick way to check for groups in the HOLIDEX®Plus system is
to enter VRW/Group Code /ddmmmyy

Making Group If the two system counts do not match, you need to determine which system needs
Block adjustment. If adjustments are necessary in OPERA, follow the steps below:
Adjustments
OPERA Adjustments

1. Log into OPERA PMS.
2. Select Reservations.
3. Select Blocks.
4. Locate the block that needs adjusting and select Edit.
5. Select Grid to make adjustments to the block counts. Changes to the numbers

in the grid update the ―Current‖ numbers reflected on the Group Pickup report.
6. After you make adjustments in OPERA, run the Reservations Comparison report

again to verify the imbalance is resolved.

NOTE: Remember, it is IHG‘s Operational Suggestion that you create
and maintain all groups within OPERA.

HOLIDEX®Plus Adjustments
If Adjustments are necessary in the HOLIDEX®Plus system, follow the steps below:

1. Login into the HOLIDEX®Plus system as a supervisor.
2. Enter the command VMAU/XXX/ddmmm/roomtype/count for the revision you

wish you make. The XXX = group code. Changes to these numbers using the
VMAU command will update the ―AU‖ numbers on the VRW display / report.

After you have made adjustments in HOLIDEX®Plus, run the comparison reports again to
verify the imbalance has been corrected.

NOTE: Reprint the 14-Day Availability Forecast Report and verify your
changes positively influenced the inventory out-of-balance. If
the imbalance is resolved, you may stop here. If you have not
resolved the imbalance, continue to the next step.

Step 6 - The RESERVATION COMPARISON screen calls attention to individual HOLIDEX®Plus
Research & system and OPERA reservation discrepancies, as well as facilitates most actions
Resolve required to rectify displayed imbalances. Key terms on this screen identify OPERA
Individual details and ―External Systems Details‖. On this display the External systems field is
Discrepancies equal to the HOLIDEX®Plus system. Buttons on this screen include Upload and
Download. You will use these to send messages from one system to another.

Upload = OPERA reservations you wish to send up to the HOLIDEX®Plus system.
HOLIDEX®Plus
↑
OPERA

Download = HOLIDEX®Plus reservations you wish to come down into OPERA.

HOLIDEX®Plus
↓

OPERA

Cancel External = HOLIDEX®Plus reservations you wish to Cancel

Cancel OPERA = OPERA reservations you wish to Cancel.

NOTE: The Reservation Comparison screen only displays ―active‖
reservations. If a reservation has been ―canceled‖ or ―no-
showed‖ it will not appear on this screen.
Always research the reservations prior to uploading or
downloading

Run the It‘s important to search individual discrepancies prior to taking action.
Reservation
Comparison Example:
Report Assume a reservation appears in the PMS column and not the HOLIDEX®Plus system.
Although the first instinct is to upload the reservation, that is not always the right
solution. If a HOLIDEX®Plus system # is present, research may prove the discrepancy to
be a status discrepancy, with the HOLIDEX®Plus system reservation being of a cancelled
status. In this scenario, the solution would be to cancel the reservation in OPERA by
selecting Cancel OPERA.

STEPS for OPERA

1. Login to OXI.
2. Select Inventory Balance.
3. Select Reservation Comparison.

The RESERVATION COMPARISON screen displays.

Investigation 4. Select the date you wish to compare the individual reservations (the date
of Individual defaults to the current business date).
Reservations
5. Select Request
6. Select Print to view/print report.

As you investigate each record in the RESERVATION COMPARISON screen, many of them
will be simple to rectify. Since you know the guest activity currently happening at your
hotel, you can easily make decisions about resolving each discrepancy.
However, from time to time, there will be out of balance records that are foreign to you
that require additional investigation. In these cases, it is suggested that you view the
actual message that failed and determine the cause of the failure before making a
decision on whether to upload/download/cancel the reservation in the RESERVATION
COMPARISON screen.

Follow the steps below to view Failed Messages in OPERA:

1. Login to OXI.
2. Select Interface Status.
3. Select Message Status.

The MESSAGE STATUS screen displays.

This screen has two main tabs making it easy for you to investigate messages that flow
from one system to the next.

Messages from External System are downloaded to OPERA from HOLIDEX®Plus.

Messages to External System are uploaded from OPERA to HOLIDEX®Plus.

Messages in BLUE are successes where messages in RED are failures.

Manual To investigate a particular reservation and why it failed, simply decide which system the
Investigation record lives in now. Chose the appropriate table (to/from what system) and find the
of reservation using the search criteria in the top portion of MESSAGE STATUS screen.
Reservations
NOTE: For reservations in HOLIDEX®Plus, use the Ext.Ref No. field to
search for records by confirmation number. For reservations in
OPERA, use the OPERA Ref. No field to search.

.

Once you‘ve located the failed record, you can see the error causing the failure in the
lower portion of the screen:

Error After you have completed your investigation follow the steps below to resolve individual
Messages inventory imbalances:

1. Upload or Download the reservation from the RESERVATION COMPARISON
screen.

2. Access the individual reservation and revise it to either cancel or revise the
reservation to resolve the imbalance.

Reprint the 14-Day Availability Forecast Report and verify your changes positively
affected the inventory out-of-balance. If the imbalance is resolved, you may stop here.

If you have not resolved the imbalance, continue to the next step.

To view the actual reservation message in further detail, select Show Ext. in the middle
of MESSAGE STATUS the screen.

Within each message, the parts of the reservation are identified by two-letter codes.

Listed below are a few of the most common elements of these messages:

CF (confirmation number)
NM (guest name); PH (guest phone)
AC (accommodation information) – room type, arrival, # nts.
AR (arrival information) – CC guarantee, 6pm hold

In the above example, at the very end of the record, the ER message indicates that the
last character in the guest name is invalid. As a result, the profile information would not
upload to the HOLIDEX®Plus system and the reservation failed. From that information,
you would know to fix the profile name in OPERA, first and then attempt to upload the
reservation again in the RESERVATION COMPARISON screen.

Using the MESSAGE STATUS screen along with actually viewing the records and their
history in both the HOLIDEX®Plus system and OPERA will aid you in determining the
nature of each imbalance.

For a complete list of error messages, consult the Error Guide found on the
www.IHGMerlin.com website.

Step 7: Verify In OPERA No Shows are automatically placed in the proper status during the Night Audit
No Shows are process. All No-Show reservations should communicate to HOLIDEX®Plus automatically
Reflected in but sometimes they do not.
the HOLIDEX®
Plus System It is an Operational Suggestion for the Night Auditor to double check the status of No-
Show rooms in HOLIDEX®Plus as part of the ―New Day Tasks‖. Use the steps below to
validate and adjust No Shows in the HOLIDEX®Plus system when discrepancies exist.

In OPERA PMS:

1. Locate all No Shows records that resulted from PMS night audit process. You
will use this report to compare to the HOLIDEX®Plus system.

2. Either reprint N/A No-Show Report or perform an advanced search for No Shows
in the UPDATE RESERVATION screen (for yesterday‘s business date).

In the HOLIDEX®Plus system, retrieve each reservation and compare it to the OPERA no-
show list. Ensure that all reflect the No-Show status.

3. After logging into the system as a supervisor, retrieve the HOLIDEX®Plus record
F2. Verify the status for the reservation is no-showed. If the status is correct,
you may stop here. If the status is not no-show, continue with the steps below.

4. Select F6 key (CHANGE screen will appear at the bottom of the reservation).
5. Tab down to the Change Action Code of Line Nbr field.
6. Type the segment number (usually 1) and press the Tab key.
7. Type NO (for ―no show‖) in the next field and press Enter.
8. Type N in the Print Confirmation field and press Enter.

Reprint the 14-Day Availability Forecast Report and verify your changes positively
impacted the inventory out-of-balance. If the imbalance is resolved, you may stop here.
If you have not resolved the imbalance, continue to the next step.

Step 8- In order to begin the inventory balancing process, HOLIDEX®Plus must be in balance with
Balance itself. Imbalances within the HOLIDEX®Plus system (i.e., independent of OPERA
HOLIDEX®Plus inventory) occur due to system malfunctions and must be reset by support.
with Itself
Therefore, if an imbalance is identified during this step, you should escalate to Hotel
Systems Support immediately. Follow these steps:

1. Sign into HOLIDEX®Plus as a supervisor.
2. Access the VID screen to view daily inventory totals by entering VID/ddmmmyy

and pressing the Enter key.

3. Access the LEA screen to view daily inventory totals by entering. LEA/ddmmmyy

and pressing the Enter key.

4. Note the RS counts for Group and Individual reservations for comparison to
OPERA.

5. If they are in balance, you are finished.
6. If they are not in balance, escalate to Support @ 1 (800) 810-4499.

Inventory 1. Perform manual AIB
Balancing In OPERA OXI→ Inventory Balance→ Automatic Reconciliation.
Checklist
2. Determine if Imbalances exist due to a failure during AIB
Check the 14-Day Availability Forecast report to determine if Inventory is in
Balance.
In OPERA → OXI→ Inventory Balance → 14-Day Availability Forecast Display
→ Print.

3. Verify the OXI Interface is up and running
Verify the Download Process and Upload Process are Running.
In OPERA → OXI→ Interface Status→ Start/Stop Process.
Click Refresh until the Status field shows the process is RUNNING.

4. Determine if Discrepancies are Individual or Group
In HOLIDEX®Plus press F1 → MGT → 4 displays → 1 daily displays → 1 VID
or 6VIA.

Compare individual rooms sold (RS) to group rooms sold (RS).
5. Resolve Group or Block Discrepancies

In HOLIDEX®Plus print the VRW screen from the display menu.
In OPERA, print the Group Pickup Report and compare the data between the
two reports.
6. Resolve Individual Discrepancies
In OPERA → OXI → Inventory Balance → Reservation Comparison →
Request → Print.
Upload OR download as necessary.
7. Verify No-Show Reservations made it to HOLIDEX®Plus
Retrieve each reservation on the OPERA no-show list in HOLIDEX®Plus and
verify the reservation status is No-Show.
In HOLIDEX®Plus→ F2 → F6 → Tab down to the Change Action Code of
Line Nbr field and enter NO → Enter.
8. Balance HOLIDEX®Plus with Itself
HOLIDEX®Plus Supervisor sign-on.
Compare the Rooms Sold (―RS‖) total from the VID screen to that of the
HOLIDEX® LEA.

If you are not in balance after following the steps above, escalate to OPERA support at
(800) 810-4499.

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