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New Features PMS 5.04.01

The document describes new functionality in the OPERA PMS version 5.0.04.01. Key updates include: allowing up to 20 VAT numbers instead of 10; adding filters to alerts and a setting to join all alerts on one screen; and enhancing batch folio and rate code posting options. It also adds several new reports, fields for searching/filtering, and permissions. The changes aim to provide more flexible configuration, searching, and billing features to the property management system.

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JDaemon7
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0% found this document useful (0 votes)
419 views44 pages

New Features PMS 5.04.01

The document describes new functionality in the OPERA PMS version 5.0.04.01. Key updates include: allowing up to 20 VAT numbers instead of 10; adding filters to alerts and a setting to join all alerts on one screen; and enhancing batch folio and rate code posting options. It also adds several new reports, fields for searching/filtering, and permissions. The changes aim to provide more flexible configuration, searching, and billing features to the property management system.

Uploaded by

JDaemon7
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 44

OPERA PMS

New Functionality
Version 5.0.04.01

New PMS Functionality Version 5.0.04.01

This presentation will take you


through the new features
available in PMS as of
Version 5.0.04.01

5/11/16

New PMS Functionality Version 5.0.04.01


New Pop Up Blocker for Itinerary Reservations
OPERA_LITE: Increase the number of allowed functions for the LITE license by 5
New Rate Code Posting Rhythm Rule
Enhance Global Alerts Functionality with OCIS
VAT: Increase number of usable VAT numbers from 10 to 20
DEPT_MST: Multilanguage select not available when setting up new department
Permission to change Individual Profile after 1st Night Audit
Queue Room Search to Include Block Code within the Column & Filter
Add Tax Number to Profile Search Screen
Due Out column added to wakeup call screen
Item Inventory to allow outside of Stay Dates
ALL Button for Room Assignment Screen
Adults and Children viewable on Dashboards
Report request for enhanced Guest Balance Snapshot report
Allow Upsell with Fixed Rates (DNM Dates)
Increased Column width for Reference Column within Billing Screen
Company name on top of folio address when routing to contact
5/11/16

New PMS Functionality Version 5.0.04.01


Enhance Batch Folios Advance Bill option to control Folio Printing
BATPOST: Add checkbox for including routing instructions and enhance result grid
New Folio style Group Folio (Package) Folio Style 25
Mandatory Reference for Negative Payments
Automatic Day Use Room Status
All Watermark to All Report Groups
Guest Balance Snapshot Report
Room Changes Report
Filter the A/R report by Activity Type by adding additional filters
Statistics by Length of Stay Report
Enhancements to Reservation Pace Report
New Portrait Housekeeping Task Sheet
res_rate_compare: Report shows reservations without Rate Code/Amount change
OSA_BOOKINGS: Report to also show accompanying guests with activities
Parameter for Arrivals with Deposit Balance Night Audit Process
Consume Allowance when No Post or Post Stay Flag
Maximum number of open business dates
5/11/16

New PMS Functionality Version 5.0.04.01

Generic

5/11/16

New PMS Functionality Version 5.0.04.01


New Pop Up Blocker for Itinerary Reservations
Resorts can choose to hide the following messages with a Yes or No default:
This reservation will create a gap in the itinerary, do you want to continue?
This itinerary will remain with a gap, do you want to continue?
This reservation will create an overlap in the itinerary, do you want to continue?
This itinerary will remain with an overlap, do you want to continue?

OPERA_LITE: Increase the number of allowed functions for the LITE


license by 5
The number of allowed Functions is increased from 25 to 30.

5/11/16

New PMS Functionality Version 5.0.04.01

Configuration

5/11/16

New PMS Functionality Version 5.0.04.01


New Rate Code Posting Rhythm Rule

5/11/16

When the RATES->RATE


CODE POSTING RHYTHM
application parameter is
active, a new check box is
available on the More Tab of
the Rate Setup screen for
Repeat. When unchecked,
the rate will not post (or post
a discounted amount based
on the type of Posting
Rhythm) only on the night
defined. For example, if the
Posting Rhythm is
configured to not post every
2 nights and the check box
is not selected, a
reservation created for 5
nights will not post the rate
amount only on the 2nd
night of the stay.
8

New PMS Functionality Version 5.0.04.01


Enhance Global Alerts Functionality with OCIS
Date of Birth of the Individual Profile
will be newly available as a Field option
to filter by in PMS. With this new field
option and a new functionality that lets
the user base their filter on the current
business date alerts can be set up to
display an alert when the guests
birthday is around the current business
date.

For properties with an active OCIS license the following new Fields for Filter Conditions
are being introduced: Member Join Date, First Membership Upgrade YN, Total Number
of available Points, Points expiring this year, Number of nights at a property (based on
the logged in property) and Number of nights last 365 days (based on all properties
within the OCIS setup). Information for some of these new alerts is retrieved from the
OCIS Stay Stats.
5/11/16

New PMS Functionality Version 5.0.04.01


A new Application Setting in the RESERVATIONS group is created. JOIN ALERTS is
now available and when activated all Global and Reservation Alerts will show by
Alert Type in one screen. When inactive each Alert will show in its own screen one
after the other as it does today. ALERT functionality is available when the
Application Function ALERTS in the RESERVATIONS group is active.

5/11/16

10

New PMS Functionality Version 5.0.04.01


Multilanguage select not available when setting up new department

A translation icon has been added to the department configuration screen to allow
the possibility to translate to multiple languages

5/11/16

12

New PMS Functionality Version 5.0.04.01

Permissions

5/11/16

13

New PMS Functionality Version 5.0.04.01


Permission to change Individual Profile after 1st Night Audit

OPERA is introducing a new Application Parameter along with a new Permission in


the RESERVATIONS groups. The new setting RESTRICT GUEST PROFILE LINK
UPDATE will make the new Permission GUEST PROFILE LINK UPDATE available.
When the Permission is revoked, then the user is prevented from changing the
Individual Profile that is linked to the Reservation (as the Reservation Name
Profile) after the Reservation is checked in and the first End of Day has been
processed.
5/11/16

14

New PMS Functionality Version 5.0.04.01

Reservations and Front Desk

5/11/16

15

New PMS Functionality Version 5.0.04.01


Queue Room Search to Include Block Code within the Column & Filter

The Queue Reservations screen (QRESV) has been enhanced by adding a new
filter to be able to search by block code and also a new column has been added to
the grid that displays the group code. Application function QUEUE ROOMS in the
ROOMS MANAGEMENT Group needs to be active.

5/11/16

16

New PMS Functionality Version 5.0.04.01


Add Tax Number to Profile Search Screen

When entering a value into the TAX ID field on the Profile search screen, OPERA
will return Profiles with that value in the Tax ID field or the Tax ID2 field on the
Profile.

5/11/16

17

New PMS Functionality Version 5.0.04.01


Due Out column added to wakeup call screen

A Due Out column has been added to the Wake-up call screen which will be
populated with an X when the guest is due out on the date that was entered into
the Search area of the screen.

5/11/16

18

New PMS Functionality Version 5.0.04.01


Item Inventory to allow outside of Stay Dates
With the new Application Parameter ALLOW
INVENTORY ITEMS OUTSIDE OF STAY
DATES in the
RESERVATIONS group,
OPERA allows users to attach
items before
during and after the actual stay dates.
Changes to the Item configuration screen
will give the user the
ability to mark an item
as Outside of Stay Dates which then opens
up the item to be attached outside of stay
dates
as long as one night overlaps with the
guests stay.

5/11/16

19

New PMS Functionality Version 5.0.04.01


ALL Button for Room Assignment Screen

On the room assignment screen users have now the possibility of selecting all or none of
the records by using the 2 new buttons on the screen.

5/11/16

20

New PMS Functionality Version 5.0.04.01


Adults and Children viewable on Dashboards

A change was made to the 3 Dashboard screens Fields for the number of Adults
and Children on the reservation were added to the Reservation section of the
screens. This will give a quick overview of the number of persons in the room.
Users can set the version of the Dashboard screen to use with the DASHBOARD
LAYOUT VIEW Application Setting in the GENERAL Group.

5/11/16

21

New PMS Functionality Version 5.0.04.01


Report request for enhanced Guest Balance Snapshot report

A new application parameter is now available under the Reservations group for
Refresh Rates for Extension Dates Only. When active, and a change is made to a
reservation by either bringing the arrival date forward or extending the departure
date, a rate refresh will only occur on the additional nights. If entirely new dates
have been selected or a second action is done that would affect the rate
calculation (i.e. number of adults), all nights of the reservation will be refreshed.

5/11/16

22

New PMS Functionality Version 5.0.04.01


Allow Upsell with Fixed Rates (DNM Dates)
Changes have been made to the upsell functionality to allow upsell for reservations
with fixed rates and discounts.

In the upsell configuration screen there are 2 new check boxes that need to be
flagged if upsells are allowed for reservations with fixed rate or discounts.

5/11/16

23

New PMS Functionality Version 5.0.04.01

Cashiering

5/11/16

24

New PMS Functionality Version 5.0.04.01


Increased Column width for Reference Column within Billing Screen
In the Cashiering billing screens users are now able to change the column widths if
they would like to see more or less information.

5/11/16

25

New PMS Functionality Version 5.0.04.01


Company name on top of folio address when routing to contact

Additional Merge Codes were added to the Address Format component of OPERA. It is
now possible to set up the Address Format so that Folios for Reservations with a
Contact Profile attached that have a Relationship with the Company/Travel
Agent/Source Profile that is also attached to the Reservation will print with the
Company/Travel Agent/Source Profile Name as part of the Address.
The PROFILES Group Function RELATIONSHIPS has to be active.
5/11/16

26

New PMS Functionality Version 5.0.04.01


Enhance Batch Folios Advance Bill option to control Folio Printing

Existing Batch Folios functionality that generates Advance Bill for in-house
reservations via "Folios for Guests Departing Tomorrow" and "All guests" options
has been enhanced. Existing functionality automatically posts the room & tax fixed
charges for the current business date only the same way as Advance Bill
settlement option from billing screen, however additionally an ability to decide if
the folio should be printed or not has been added.
5/11/16

27

New PMS Functionality Version 5.0.04.01


BATCHPOST: Add checkbox for including routing instructions and enhance
result grid

A new check box "Display Room Routing


Messages" has been added on the Batch
Posting screen. if this
check box is checked
and when posting a transaction code, if a
room routing instruction exists for any room
where
the posting is being made, a message
regarding the transfer of
this posting to
another room will be displayed and user may
decide to accept this transfer or reject it.

Once the posting is complete, on the Posting Details screen a new column called
"Notes" has been added that will display a text containing the amount and the room
the posting was routed to.

5/11/16

28

New PMS Functionality Version 5.0.04.01


New Folio style Group Folio (Package) Folio Style 25
Only if country mode is not Latin America/ Hungary / Germany / France and when
Package arrangement codes parameter is not active.

When using this folio style to generate a folio, all the package / wrapper
transactions are grouped 1st by the transaction date, then by rate code and then
by rate amount.
5/11/16

29

New PMS Functionality Version 5.0.04.01


Mandatory Reference for Negative Payments

A new application parameter "Mandatory Reference for Negative Payments" has


been introduced in OPERA under Cashiering group. When activated, any negative
payment being posted in Cashiering, AR , Passer By or Deposit, irrespective of
payment method being used, requires the Reference field to be populated.
5/11/16

30

New PMS Functionality Version 5.0.04.01

Housekeeping

5/11/16

31

New PMS Functionality Version 5.0.04.01


Day Use Room Status
A new Housekeeping status can be defaulted for checked out Day Use rooms. In the
application settings there is the possibility to enter a new default code in the settings
called DEFAULT DAY USE ROOM STATUS under Rooms Management.

5/11/16

32

New PMS Functionality Version 5.0.04.01

PMS Reports

5/11/16

33

New PMS Functionality Version 5.0.04.01


Watermark to All Report Groups
When the REPORT WATERMARK parameter is set to Y users will be able to
efficiently add Watermarks to individual reports, report groups or all reports.

watermark can be set either based on report group or per report.

5/11/16

34

New PMS Functionality Version 5.0.04.01


Guest Balance Snapshot Report

The report that shows a current snapshot of the propertys Guest Balances will
show records for all Reservations with an open balance.
The report will show the information for the time it is run and it cannot be run for
any date/time in the past or future. Postings made on the current Business Date
against Reservations arriving on a future date will only show on the report after
the EOD for the current Business Date has been completed.

5/11/16

35

New PMS Functionality Version 5.0.04.01


Room Changes Report
The report shows user activity associated with certain rooms

5/11/16

36

New PMS Functionality Version 5.0.04.01


the A/R report by Activity Type by adding additional filters

A new filter has been added to the report A/R Activity All Types (aractiivity.rep).
Users will be able to filter using Activity Type

5/11/16

37

New PMS Functionality Version 5.0.04.01


Statistics by Length of Stay Report

A new Statistics by Length of Stay report is available in OPERA.


The new Statistics by Length of Stay DAY/MTD/YTD report resembles the Statistics
by Length of Stay with the addition of a new Year to Date section along with new
% of Occupancy and % of Revenue columns.
Calculation for the % of Occ value: Tier Occupancy %/Total Occupancy % for the section * 100
Calculation for the % of Revenue value: Tier Revenue/Total Revenue for the section * 100
5/11/16

38

New PMS Functionality Version 5.0.04.01


Enhancements to Reservation Pace Report
A change was made to the Reservation Booking Pace report (reservation_pace).
The Room Revenue columns have been renamed to Net Rm. Revenue and the
time frame for which data is stored was increased from 12 months to 14 months in
the past.

5/11/16

39

New PMS Functionality Version 5.0.04.01


New Portrait Housekeeping Task Sheet
A new task sheet (Task Sheet 11) has been introduced that will print in portrait
format

OSA_BOOKINGS: Report to also show accompanying guests with


activities
A change was made to the Scheduled Activities Report (osa_bookings) for
Reservations that have an Accompanying Guest with Scheduled Activities. The
report will now include the activities scheduled for the Accompanying Guest. The
report can also be previewed from the Reservation (Options Scheduled Activities
Preview). Scheduled Activities functionality is available with an active Activity
Vendor license (for example HOTSOS, CONCEPT, OPENCOURSE).

5/11/16

40

New PMS Functionality Version 5.0.04.01


res_rate_compare: Report shows reservations without Rate Code/Amount
change

The report will show Rate Amount changes due to Rate Code configuration including but
not limited to a user completing a Room Type change, adding/removing a Child/Adult,
completing a Rate Refresh after a change in the Rate Code configuration. The report will
show Rate Amount changes due to Share Reservation Rate Management changes. The
report will show Rate Amount changes due to adding/removing a Discount and Rate
Code/Amount changes due to adding/removing a Block Code.
5/11/16

41

New PMS Functionality Version 5.0.04.01

End of Day

5/11/16

42

New PMS Functionality Version 5.0.04.01


Parameter for Arrivals with Deposit Balance Night Audit Process

A new parameter called Arrivals With Deposit Balance has been introduced in End
of Day group. When activated, this parameter will execute an additional procedure
in the End of Day process to check if there are any arrivals that have not yet
checked in and have a deposit balance, if found OPERA will stop the End of Day.
Such reservation will need to be then checked in or deposit balance be made zero
in order to continue with the End of Day.
5/11/16

43

New PMS Functionality Version 5.0.04.01


Consume Allowance when No Post or Post Stay Flag

In case of checked out reservations, the package allowance on the date of departure for any
package with "Valid until C/O EOD" check box checked, will remain available until the End of
Day of departure date. This will allow consumption of such package past check out as long as
the reservation has Post Stay privilege or is checked out with Open Folio. If No Post flag is also
checked in addition to Post Stay / Open Folio, Postings against allowance from interface will be
accepted only upto the allowance value as no overage will be posted. Postings against
allowance manually by a user will be accepted above the allowance value as overage will be
posted.
5/11/16

44

New PMS Functionality Version 5.0.04.01


Maximum number of open business dates
A new application setting MAXIMUM NUMBER OF OPEN BUSINESS DATES under
End Of Day group has been introduced. It is available only when Income Audit
function is off. The value specified determines the number of business dates that
can remain Open without completing the "Print Final Reports" process of End of
Day.

5/11/16

45

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