Opera Package Setup Instructions

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1 Opera Package Setup Instructions OPERA Packages Description: In the reference guide, you will learn how to build a package that is compatible with the Wyndham CRS. There are specific rules that must be followed to ensure your package rate flows properly to CRS. You can sell a package locally or centrally, however the CRS Agent will have limited view into your package, so be as descriptive as possible when completing the SRP Load Form under the Plan and Features description field. Simple Package Description and Definition: The term Simple Package can best be described as a Local Rate Plan (LRP) that has non POS consumed or allowance amount package elements associated to it, i.e. room + an amount for breakfast, or room + an amount for golf green fees etc. The LRP total rate value must include the price for the additional items for proper transmission to CRS. Example: Room = $85.00 Breakfast = $10.00 Total LRP Rate Value = $95.00 Based upon the SRP Load Form, the package can be designated as General Reservations 1800/brand.com, GDS, and or Property Sell Only. As with all new SRP and LRP codes, you must contact WHG Distribution first to have your new LRP created before building it and the package elements in Opera to ensure system parity with CRS. Simple Package Requirements: User Permission access to the Configuration Menu Access to build new transaction code(s) for the items that are to be included in your package Access to build new Package Elements(s) that are associated to the new transaction codes A new LRP Package Rate Code created at CRS by WHG Distribution Access to build a new LRP and associate the package elements in Opera When creating a new package, it is sometimes helpful to create an excel worksheet or something similar that you can list all of the items that are to be included in your package. This will help identify if new transaction codes are required and it will also help ensure that you calculate the proper total for your new LRP Package. Transaction Code Configuration Step 1: Login to your OPMS and select configuration from the Opera Splash Screen. Step 2: From the Drop Down Menu, select Cashiering, Codes, and Transaction Codes to create the two new transaction codes needed for your package, one for the Package Element Charge and one for Package Element adjustments. VERSION 3.0 PAGE 1

2 Step 3: Click New to create a new transaction codes Step 4: Type in a new Transaction Code number and enter a description in the field labeled Description. Next select the Subgroup you wish to associate the transaction code by clicking on the down arrow in the Subgroup field, choose the proper code from the list of values. Tab to select a Transaction Type and click on the down arrow to select a code from the list of values. Check the Revenue Group and the Manual Posting check boxes, and then click OK. Repeat these same steps to create the Adjustment Transaction codes and when completed, return to the Transaction Code and enter the Adjustment Code in the Adjustment Code field on the first Transaction Code. Click Ok, and Close. VERSION 3.0 PAGE 2

3 Step 5: After creating your Package Element Transaction Codes you must associate each new code build with a Revenue Bucket. From the Drop Down Menu select Cashiering, highlight Revenue Bucket, highlight Bucket Codes and click. VERSION 3.0 PAGE 3

4 Step 6: In the Search area, click the down arrow and select EDW_Commodity Bucket Type, and click ok. Step 7: You will need to determine which Revenue Bucket your new Package Transaction Code will fall under, i.e. Food, Beverage, Miscellaneous Revenue etc. Select the proper Revenue Bucket that you wish to associate your Transaction Code to and click edit. VERSION 3.0 PAGE 4

5 Step 8: Click the Down Arrow on the Transaction Codes field. Step 9: Enter your new Transaction Code in the Transaction Code Search field and press enter. Click on your Code which places an X next to the code and click the Add Button. You will need to repeat for your Adjust Transaction Codes. VERSION 3.0 PAGE 5

6 Step 9 Continued: Click OK, to accept the addition to the revenue bucket. Click Save. Step 10: From the Drop Down Menu, select Rate Management, highlight Packages, then Codes and right click. Step 11: Click New to create a new Package Element. VERSION 3.0 PAGE 6

7 Step 12: On the Package Header, create a name for your Package Element Code field, i.e. Breakfast, etc on the Package Element Header screen. Enter a by brief description in the Short Description Field and the full description in the Description Field. Tab to the Transaction Code field and enter your newly created transaction code for this package element. Click on the Included in Rate button, uncheck the Sell Separate check box, and select the Posting Rhythm for your package element, i.e. Post Every Night, Post on Arrival Night, etc. Then click save. Please note that if you select a Posting Rhythm other than Post Every Night the Room Revenue will vary based upon the Package Element price. Step 13: Click on the Details Tab, Click New to enter the date range you wish to have created for this Package Element and the price you wish to allocate to the Transaction Code, i.e. breakfast amount and click save. Different amounts can be defined for different time periods, allowing for changes between years or seasons. VERSION 3.0 PAGE 7

8 Step 13 Cont: Click Save, and Click Close Step 14: Highlight Rate Management Menu on the Main Drop Down Menu, highlight Rate Management, Rate Classifications, Rate Codes and click. Step 15: Click New to create your new LRP after contacting WHG Distribution to build your new Rate Code for your Package. VERSION 3.0 PAGE 8

9 Step16: Enter the newly authorized LRP Code in the Rate Code Field, followed by a description, select All for the rate category, enter the text you wish to have appear on the guest folio in the Folio Text field, the enter the desired begin and end sell dates. If you wish to have a specific market code when this rate code is used you may enter it in the Market Field. Next associate the appropriate room types you wish to make available for this package plan. It s recommended that you associate all room types for situations where upgrades or room type change is required. Next you will need to associate the Package Element to the rate. Click on the Package Down Arrow Step 16 Cont. Click New and select the Package Element built for this particular package. VERSION 3.0 PAGE 9

10 Once the proper Package Element is selected, Click OK and then Click Close. Your Package Element is now attached to the Rate Code. In the Transaction Details, use the drop down menu and select your standard Room Transaction Code 1000, next click on the PKG Tran Code and select the default Package Transaction Code, If your LRP qualifies for Wyndham Rewards Points, please select check the membership check box and any other appropriate check box i.e. Print Rate, etc. Then click save. VERSION 3.0 PAGE 10

11 Step 17: Click the Rate Detail Tab so that you can create a rate detail or season for your new LRP Package Code. Step 18: Enter the Start and End Date for this rate detail. Enter the Total Package Price net any of your applicable taxes for 1 Adult, 2 Adults, 3 Adults, 4 Adults and Children if applicable. Under the Attributes area you may enter a different Market Segment and or Source Code should you elect to track these by Rate Detail period, Enter the room types associated with this rate plan in the Room Types Field. Click Save and then Click Close. *Remember, the Package Elements that you select are inclusive in your total rate value entered in the Amounts field. During the night audit, Opera will automatically distribute the revenue built on each Package Element, leaving the balance to be posted to Room. VERSION 3.0 PAGE 11

12 Step 19: To ensure that you have created your new LRP Package correctly, it is recommended that you create a test reservation to ensure that your package is built properly and the revenue is distributed in the manner that you desire. Create a new reservation using you re the new LRP package. Once the reservation is created and saved you can view the Rate Info and Rate Daily Details to confirm your package is built correctly. To view the rate details, click on the ellipse button next to the Rate field on the reservation screen. Step 19 Cont: Click the Rate Info Button to view the rate summary including package elements, the remaining room rate and applicable taxes. If built correctly, you will see the proper package distribution on this screen. VERSION 3.0 PAGE 12

13 Package Issues: For general usage questions, please contact and select Option 2 for the Micros Help Desk. For Rate discrepancies or issues related to the Wyndham CRS, please contact and select Option 4 for the Wyndham Help Desk. Option 2 Option 4 VERSION 3.0 PAGE 13