Rate code restrictions can also be managed through Manage Rate Restrictions or automatically using rate strategy rules.

Adding Rate Code Restrictions

1. From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.

2. Enter search criteria and click Search.

3. From search results, select the rate code , click the vertical ellipsis and select Edit.

4. On the Rate Code presentation page click the Restrictions link.

5. Click New and complete the following:

   1. Start Date: Enter or select restriction start date. This date cannot be greater than five years from the current business date.

   2. End Date: Enter or select the restriction end date. This date cannot be greater than five years from the current business date.

   3. Days of the Week: All check boxes are pre-selected by default. Click the check box to remove the check mark for the days you do not want the restriction to be applied. For example, if a date range is for the entire month, but you do not want it to apply on Saturdays and Sundays, remove the check marks from the Saturday and Sunday check boxes.

   4. Restriction Type: Select a restriction type to apply to the rate code. The restriction types available depend on the Restriction Types OPERA Control..

      1. For more information, see  Restrictions.

   5. Inventory: Select the inventory level for the rate restriction.

      1. House: Select to indicate that the restriction applies at the house (property) level.

      2. Room Class: Select the room classes from list to which this restriction applies. (Available when the Room Class OPERA Control is active).

      3. Room Types: Select the room types from list to which this restriction applies.

6. Click Save or Save and Continue to save and create another rate restriction detail.

Editing Rate Code Restrictions

1. From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.

2. Enter search criteria and click Search.

3. From search results, select the rate code record, click the row level vertical ellipsis, and select Edit.

4. On the Rate Code Configuration screen in the Rate Code Overview section, click the Restrictions link.

5. Select the restriction in the calendar or list view.

6. Click vertical ellipsis and select View.

7. Update details.

8. Click Save.

Deleting Rate Code Restrictions

1. From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.

2. Enter search criteria and click Search.

3. From search results, select the rate code record, click the row level vertical ellipsis, and select Delete.

4. On the Rate Code Configuration screen in the Rate Code Overview section, click the Restrictions link.

5. Select the restriction in the calendar or list view.

6. Update details.

7. Click vertical ellipsis and select Delete.

8. Click Delete to confirm.

Clearing All Rate Code Restrictions for Selected Date

To clear all restrictions for a specific date:

1. From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.

2. Enter search criteria and click Search.

3. From search results, select the rate code , click the vertical ellipsis and select Edit.

4. On the Rate Code presentation page click the Restrictionslink.

5. Select the date in the calendar or list view.

6. Click Vertical Ellipsis click  Clear All.

7. Confirm by clicking Clear All again in the confirmation dialog.

View Rate Code Restrictions Changes

View a log of all changes to rate restrictions:

1. From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.

2. Enter search criteria and click Search.

3. From search results, select the rate code , click the vertical ellipsis and select Edit.

4. On the Rate Code presentation page click the Restrictionslink.

5. Click the vertical ellipsis and select Changes Log.

6. Enter search criteria and click Search.