教程分析案例opera hotel-new features pms

MICROS-FIDELIO

OperaHotelEditionNewsFeaturesinV5OperaPMSVersion5ThispresentationwilltakeyouthroughthenewfeaturesavailableinVersion5ofOperaPMS.

Thiswillgetyoureadyforyouringupgrade.OperaPMS–what‘snew?ProfilesPaymentmethodaddedtodefaultprofileroutingCourtesyCardHandlingAddonSearchPanelwithinprofilesearchReservationDefaultPaymenttypeforsharersDNMenhancedforsharersAutoCheckinSharesDiscountavailablewithfixedratesRateamountcanbechangeinthedailydetailsgridNewdashboardlayoutEnhancedsearchcriteriaondashboardComponentsuitesenhancedDeposit/CancellationscreenenhancedRateQueryAnalysePMreservationshavetheSHAREoptionavailableGeneralComment+NewpermissionGuestPayOnlyOptionEnhancePARTYfunctionBlankDatesAllowedforDailyFixedChargesProfileSearchdisplaysallMatchingnamesPromptprivacyatC/IConnectingRoomsReservationDiscountAutoRoomAssignShareratesplittingforfixedreservationIteminventorypoolOperaPMS–what‘snew?RateManagementRateFloorOwnerRatesChildrenRatesDailyRatesMembershipRatesOccupanttreshholdpricingmethodMandatereservationProfileApartmentstylebuildingAdvancedDynamicBaseRatesPackagesForecastPackagesenhancedPackageratedetailsenhancedCashieringDisplayFieldonPaymentTRXCodesDailyPlanIncludeinDeposit/CxlonTRXCodesEnhancedroutingoptionsAutoopenShareWithsTransactionresearchfrombillingscreenAdjustmentspossibleonthesamedayBatchpostingbyratecodeCommentsonbillingoptionsForeignCurrencyhandlingDualCurrencyPaymenttypeenhancedFolioStyle10SummarybystayandchecknumberQuickKeysHousestatusenhancedRoomAssigmentenhancedDetailedAvailabilityRoomPlanHousekeepingHousekeepingScheduleforAttendantsTurnDown+RoomInstructionscopiedforBlocksUpdateNoShowandCXLroomsroomstatusDeleteRepairsover90daysShowtasksheetmenuItemCustomizedScheduleVIPandSpecialsaddedtofacilitytaskconfigurationReportsPrduplicateprofile.repDuplicate_reservations.repRoomtype_forecast.repEnhancedGuestledgerreport

GeneralSupervisorgroupcannotbegrantedtoanyothergroupPopupblockersClosingscriptmovedtoJobtitlesPrintsessionindicatorforstreamprintingDNMAvailableinOSRUserLogshowsdiscrepantrooms/personsStreamPrinting/AcrobatReaderV8MultipleEndOfDayAddressCleansingUsergroupadministrationReportSchedulerCancelActivityforExternalSystemsMaldivesTaxReporting8300ReportingeSignaturecaptureusingatabletPCCustomCurtainImageSettingPropertyLogoImageSettingOperaPMS–what‘snew?BlockMaster/SubAllocationsTurndownandHKinstructionscopiedtoallgroupchanges(roominglist)A/RStatementsNumberingOrderByFeatureA/RAccountAgentParameterA/RFixedChargesFunctionA/RChargesTransferOperaPMS–what‘snew?Profiles–PaymenttypeAddedThePaymentMethodfieldmaybescreenpaintedontheProfilescreenMoreFieldstabforcompany,contact,agent,andsourceprofiles.(TheReservations>PaymentTypesPerWindowapplicationparametermustbesettoYinordertousethisfunctionality.)Selectthedownarrowtodefinethepaymentmethodthatshouldbeappliedwhendefaultroutinginstructionsareassociatedwithareservation.ThecourtesycardparameterallowstheusertolinkpaymenttypestothemembershiprulesetforRevenuelinkedtothemembershiptype.Whencheckingoutaguestwhichhasamembershiptypebasedonrevenueattached,theuserwillbepromptediftheywishtocalculatethepoints.Profiles–CourtesyCardIndividualprofileshavethenewfeaturecalledAddOn.Thisenablesforfastercreationofprofileswhichhavesimilarattributesbutdifferentnames.Profiles–AddOnThisnewparametergivesmoreflexibilityhowonecansearchwithintheProfilescreen.WhenParameterissetto‘N’,thelargegreysinglebuttonSelectAnotherGuestwilldisplayovertheexistingsearchfieldandgrid.Onceselecteditwilltakeyoutheregularprofilesearchscreen.Profiles–SearchwithinprofilesearchAnewalternatesbuttonsisavailablefromtheANALYZEform,whichnowdisplaysacalendarshowingavailabilityandrestrictionsfortheentiremonthReservations–RateQueryEnhancementThisparameterallowsyoutospecifyadefaultreservationpaymenttypeforasharerthatcanbechangedatthetimetheshareissetup.Anothertimesavingfeaturehasbeenaddedtothecombinesharescreen:NoPost,thisallowstheusertocontrolno-postwithoutopeningthenewreservation.Reservations–DefaultPaymentforSharersIfasharereservationhastheDNMcheckboxmarkeditwillbedisplayedwitharedbackground,similartotheredbackgroundcolourfortheroomnumberfieldinthereservationscreen.UserswillnotbeabletoselectthisshareruntiltheDNMcheckboxisremoved.Reservations–DNMforSharersWhenthisparameterisactiveandareservationhavingsharersischeckingin,anyothersharerswhosearrivaldateistoday’sdatewillbeautomaticallycheckedinwithoutprompts,includingapromptforkeys.Reservation–AutoCheckinForSharesWhenthefeatureProfilePrivacyisturnedon,wecanhavetheprivacyscreenappearupontheguestCheckin.Reservations–PrivacyPromptTheRateAmountfieldmaybedirectlyeditedontheDailyDetailsgrid.Reservations–DailyDetailsAmountTheGeneral>DashboardLayoutViewapplicationsettingallowsuserstochooseeitheroftwoDashboardconfigurations.Layout1isthe"classic"DashboardandLayout2ismoreenhanced.Enhancedsearchoptionsallowsearchbyfirstnameandlastname,conf./cxlno.,membershiptypeand/ornumber.Additionalinformationisdisplayedinthereservationsection.Reservations-DashboardComponentroomsarenowfunctiondriven.RoomsthatbelongtoacomponentroomwillappearyellowonRoomsearch,Ratequeryandroomplanscreens.Awarningmessagewillpopup‘ComponentRoomWarning’whentheroombeingassignedispartofacomponentroom.Reservations–ComponentSuitesWhenadepositpaymenthasbeenmadebyaCreditcard,thelast4digitswillappearinthepaymentmethodfieldOnceareservationhasbeencancelledwithadeposit,younowhavetheabilitytotransferthedepositfromacancelledreservationtoanotherreservationReservations–Deposit/CxlScreenYoucannowsortthecancelledreservationsonthemainDeposit/Cancellationscreendependingwhetheracancellationpenaltyappliesornot.Reservations–Deposit/CxlScreenThereservationoptionShareisavailableforPMrooms.Thisisuserrightdriven.Reservations–PM&SharesAparameterallowsuserstoaccesstherateamountsplit(Entire,Split,Full)evenifthereservationshaveafixedrate.Reservations–ShareRateSplittingAnewcommenttypehasbeenintroducedtopreventfromduplicationofcomments.Reservations–GeneralCommentThisparameterisusedtodisplayonlyroomrevenue,packages,andgeneratesforwhichtheguestisthepayer.Ratechargesthatareroutedtoanotherpayerarefilteredfromthedisplay.Reservations–GuestPayOnlyPartyhasbeenseparatedfromGroupsothatthepartyfunctionalitycanbeused,evenwhenthereservationispartofagroup.Reservations–PartyBlankdatefieldsareallowedontheFixedChargesscreen,ifapplicablethroughoutthestay.Reservations–FixedChargesWhenthisparameterisactive,usersarenotpromptedtogototheprofilesearchscreenbutaretakendirectlytotheprofilesearchscreenifapartialmatchexistsforaparticularprofile.Reservations–ProfileSearchReservations–ConnectingRoomsOperahasalwayshadtheconnectingroomfeature.NowweprovidethepossibilitytoturnthisfeatureonoroffwithinOpera.Whenthisparameterisactive,wecanconfigureconnectingroomsinOperaandusethemthroughoutthesystem.ReservationDiscountscannowbeturnedoffifahotelwouldnotliketousethatfunctionality.Ifthisfunctionisnotactivatedthediscountfieldsacrosstheapplicationwillbehidden.Reservations–ReservationDiscountsThisnewfeatureallowssellingofinventoryitemsthathaveasinglesharedinventorylevel.Reservations–ItemInventoryPoolCreateanumberofsubblocksfromamasterblock.Usetorestrictthenumberofwholesaleblocksdefinablefromamasterwholesaleblock.Blocks–Master/SubAllocationsUpdatestohousekeepinginstructionsandtheturndownindicatorcanbecopiestoallorselectedblockreservationsBlocks–RoomInstructionCopyAminimumrateamountistobeenteredinthisfieldwhichwillbeusedtovalidaterateamountsaddedtotheratedetails.RateManagement–RateFloorOVOS:Thisfeatureisfunctiondrive.Ifthischeckboxisselected,thearrivaldateforallreservationsusingtheownerratecodewillautomaticallybe"rolled"tothenextbusinessday,ratherthanautomaticallychangingthereservationstatustonoshow,RateManagement–OwnerRateRateManagement-DailyRateThisfeatureisfunctiondrivenandletsyouchangeratesonaroomtypeondailybasis.Amaximumof10dailyratescanbeconfiguredperpropertyNewfeaturetoidentifyhowoftenchildrencanstayfreewhenareservationhasaparticularratecodeattached.RateManagement–ChildrenRateMembershipRatesallowhotelstolinkspecificratecodestospecificmembershiptypeswithadaterange.Theseareconfiguredwithinmembershipconfigurationmenu.RateManagement–MembershipRatesThisnewfeaturesgivesmoreflexibilitywhencreatingaratedetail.Itprovidestheabilitytoaffectratesbasedoncombinationsofadultsandchildrenaswellasthresholds.RateManagement–OccupantThresholdMandateProfilesallowpropertiestoselectparticularprofiletypesinconfigurationthataremandatorywhenmakingareservation.RateManagement–MandateProfileThisfunctionactivatestheabilitytoconfigureratesaccordingtocyclesandinvoicetheguestinadvancebasedonthecycleselected.RateManagement–ApartmentStyleWhenconfiguringpackages,thereisnowthepossibilitytoforecastpackageswhenthePOSNextDayAllowanceisnotselected.Packages–ForecastTickboxWhentheFunctionRatesbyDefinedBucketsisturnedonandthecalculationruleonthepackageheaderisset‘PerChild’youareabletoconfigurethepackagedetailaccordingtotheagebucketsdefinedinapplicationsettings.Packages–PackageDetailsAutomaticallycheckinsharingguestsandavoidthepromptsFrontDesk–AutoSharingCheck-inWhenthisparameterisactive,andabillingscreenisopenedforaguestwhichhasasharer,thesharersbillingscreenwillautomaticallyopenaswell.Cashiering–AutoOpenShareWithAnewcontextmenuoption-Research-hasbeenadded.Thisscreenmaybeusedtofilterandsortpostingsforthecurrentreservation,andtransferthemtoanotherwindoworroom.AReportbuttonletstheusercreateaprintedreportofthedisplayedtransactions.Cashiering–TransactionResearchPostingscanbenowadjustedonthesamebusinessdateasthepostinghasbeenmadeon.Additionallyausercanadjustpostingbyroutingcode.Cashiering–AdjustmentsforSamedayPostingsThereservationcommentscannowbeaccessedfromthebillingoptions.Cashiering–CommentsTomakeoperationsmoreefficientadisplaycodehasbeenaddedtothepaymenttrxcodes.Thiscodecaninturnbeusedwhenapplyingapaymenttoareservation.Cashiering–PaymentMethodDisplayAnewRreservationtickboxhasbeenaddedtothepaymenttypescreen,whichallowsthepaymenttoappearasapaymentoption.Thisisnotusedforsettlements.Cashiering–ReservationPaymentTypeFlagDailyPlan,hasbeenintroducedtoenableaflexible"BedandBreakfaststyle"folio.FolioStyle12calledDailyPlanCashiering–DailyPlanFolioAnewcheckboxDeposit/CXLRulecheckboxisavailableontheTransactionCodes-Editscreen.Whenthischeckboxisselected,thetransactioncodewillbeincludedinthecalculationofdepositandcancellationrulefees.Whenun-selected,thetransactioncodewillbeexcludedfromdepositandcancellationfeecalculations.Cashiering–IncludeinDep/CxlArepeatbuttonhasbeenaddedtotheroutingconfiguration.Cashiering–RoutingRepeatButtonYoucannowdefaultforwhichdaysoftheweekaroutingcodeisapplicablefor.Thedaysoftheweekarealsoavailablewhencreatinganewroutinginstructionforareservation.RoutinginstructiononthereservationlevelalsohaveaCoversfieldwhichisavailablewhenRoutingLimitfunctionissetto‘Y’Cashiering–RoutingDaysoftheWeekWhenthisfunctionisactivated,thepropertieswillhavetheabilitytohandlepaymentsindifferentcurrencies,makecurrencyexchange,configureforeigncurrenciesandsellforeigncurrencies.Thisfunctiondirectlyeffectsthefollowingapplicationsettings:Rates>MultiCurrencyCashiering>CashierForeignCurrencyAmountsCashiering>ForeignPaidoutsCashiering>SellForeignCurrencyCashiering>CurrencyExchangePaidoutTRNCodeCashiering>ReferenceCurrencyCodeCashiering–ForeignCurrencyHandlingTheactivationofDualCurrencywillenablethegueststopaywiththesamecurrencyastheratecode.Thecurrencyexchangerateusedwilldependonthesettingoftheexchangetypeontherateheader.Cashiering–DualCurrencyBatchposting–filterbyratecodeCashiering–BatchPostingCashiering–PostItDaysoftheweekandjobcodescannowbeconfiguredforeachhousekeepingattendant.Housekeeping–HousekeepingScheduleThisnewsettingenablesautomaticassignmentofaselectedhousekeepingroomstatustopre-assignedroomswhenthereservationisnoshoworwhenthereservationiscancelledonthearrivaldate.Housekeeping–No-Show&CXLWhenthisparameterisactive,itwillautomaticallydeleterepairsthataregreaterthan90days.Housekeeping–Deleterepairsover90daysThisnewfeaturecanonlybeusedwhenapropertyhasaPBX.Whenthisfeatureisactive,propertieshavetheabilitytocalculatethespeedofaroombeingcleanedandthewhereaboutsofhousekeepingattendant.Housekeeping–ShowtasksheetmenuitemYoucannowcustomizethehousekeepingtaskschedulepriortoreservationcheckin.Thiscanbedonebygoingtoreservationoptionsandfacilityscheduler.Housekeeping–CustomizeFacilityScheduleTheArrivalsExpectedfield,Alt+E,orArrivalsActual,Alt+A,displaysabreakoutthatallowstheArrivalsExpectedandArrivalsActualtobeviewedbyMarketGroup,MarketCode,orReservationType.AnewfieldforDayofArrivalCancelsisnowdisplayedontheHouseStatusscreenwhenthedateenteredisthecurrentbusinessdate.ThisfieldwillbepopulatedwiththenumberofRooms,PersonsandVIP'sthatarecanceledonthearrivaldate.ARoomTypesearchcriteriafieldwasaddedtotheHouseStatusQuickKeys–HouseStatusBreakoutInformationnowdisplayedonthenumberofrequired,completedturndownroomsQuickKeys–HouseStatusTurndownWhenmakinganewreservation,shouldyouselectaroomthathasaconnectingroomfromtheAvailableRoomSearchscreen,amessagepromptswhetheryouwishtomakeanadditionalreservationfortheconnectingroomQuickKeys–RoomAssignmentMasterandSub-AllocationtickboxisnowavailableontheCtrl+F2.QuickKeys–DetailedAvailabilityADNMindicatorlampnowappearsontheroomplanforreservationsandsharereservationsQuickKeys–RoomPlanWhentheAR>StatementNumberingapplicationparameterissettoY,OperaautomaticallyassignsauniquenumbertotheARstatementatthetimeitisgenerated.Thesample_statement_numberingreportformmustbeusedwhenimplementingtheARStatementNumberingfeature.A/R–StatementNumberingThisoptionallowsuserstochoosetheorderingoflineiteminvoicesprintedonthestatement.A/R–‘OrderBy’FeatureA/RFixedchargescannowbeturnedofforonaccordingtothepropertyspecifications.A/R–FixedChargeFunctionThisnewfeatureallowsthetransferofindividualpostingsfromoneinvoicetoanotherbetweenaccounts.A/R–TransactionTransferMaynotbeapplicabletospecificcountrieslocaltaxandreportingrequirements.WhentheAR>ARAccountAgentapplicationfunctionisactive,ARaccountsmaybeassignedtoanagent,whoseIDmaythenbeusedtofilterARaccounts.A/R–AgentAccountPermissionsItisnolongerpossibletogranttheOperaSupervisorPermissionGrouptootherexistingUserpermissiongroups.UserActivityLogHousekeepingDiscrepanciesnowdisplaythenewvalueandtheoriginalvaluethatwaschangedintheUserActivityLog.OtherTheDisplayClosingScriptoptioncontrolswhetherornottheclosingscriptisdisplayedattheconclusionofthereservationmakingprocess.ThisoptionhasnowbeenmovedfromtheDepartmentscreentotheJobTitlesscreeneRegCardNewFunctionalitynowenablesthecreatio