1. User Guide
  2. OPERA Cloud
  3. Financials
  4. Comp Accounting
  5. Working with Comp Windows
  6. Transferring Transactions to Comp Windows

Transferring Transactions to Comp Windows

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The Transfer Transactions function lets you transfer and split transactions from a folio (or non-comp) window to a comp window. You must have an authorizer ID and credentials to transfer transactions.

Note:

When the Restrict New Profile parameter is active in OPERA Controls, you are restricted from removing the primary profile linked to the reservation when comp charges exist on any of the comp windows. In addition, you are unable to attach another profile to the reservation.

When the Authorizer PIN Required parameter is active in OPERA Controls, the Authorizer Sign In window appears when transferring comp transactions to a different comp window and authorizers are prompted for a password. When the parameter is set to Off, authorizers are only prompted for an Authorizer ID when transferring transactions.

If the transaction has an inclusive tax associated with it and the Deduct Inclusive Tax from Comp Window parameter is active in OPERA Controls, the inclusive tax will not be included in the transfer to the comp window. If the same transaction is transferred back to guest billing window, the inclusive tax is re-posted.

  1. From the OPERA Cloud menu, select Front Desk, and then select In House or select Departures.
  2. Enter search criteria and click Search.
  3. Select the reservation from the search results and then click I Want To . . . and select Billing.
  4. On the Billing screen, click I Want To . . . and select Transfer Posting.
  5. In the Select a Transfer Scope pane, select Partial/Selected Postings.
  6. In the Select a Transfer Direction pane, select To a Folio Window.
  7. Click the down arrow and select a comp window (101 through 108).
  8. In the Split Options pane, select one of the following: Do not split, Amount, Percentage, or Quantity.
    If you are transferring only a portion of the transaction charges, enter the amount, percentage, or quantity based on your selection.
  9. In the Selected Transactions pane, click the vertical ellipsis and select Search Transactions.
  10. Enter search criteria and click Search. From your search results, select one or more transactions and click Select.
  11. Click Transfer to complete the transfer. You are prompted for an Authorizer ID and must enter your Authorizer ID to proceed with the transfer.
    When the Authorizer PIN Required parameter is On, you are prompted to enter both an Authorizer ID and PIN. This is the PIN belonging to the authorizer for the target window to which you are transferring the posting.

Parent topic: Working with Comp Windows