1. User Guide
  2. Administration
  3. Financial Administration
  4. Rate Management
  5. Package Codes

Package Codes

Prerequisites for Package Codes

Package setup involves defining package elements, which are additional products or services included in the rate or sold in addition to the rate. You can link package elements to rate codes to create predefined package rates. Or, you can add package elements directly on blocks or reservations to create ad-hoc package entitlements for reservations.

Package elements have rules that define the calculation of their price as well as the frequency of their posting; the Item Price for the package item is auto-posted to the reservation account during End Of Day, based on the Frequency specified. When the Item Price OPERA Control is active, it is also possible to associate inventory items to a package item so that when selling the package rate or selling the package element separately through the reservation, the associate inventory items are also applied to the reservation. This is useful for associating inventory items such as extra bed and cribs to reservations and at the same time posting a charge for their supply through the package element.

When the Advanced Package OPERA Control is active, package elements can be configured with an Allowance Amount as well as Item Price. For package elements with an Allowance Amount defined, the actual sales charge is either posted manually in OPERA Cloud or posted by an integrated system a property interface such as a Point of Sale (POS) workstation or an In-room Video when consumed. With package allowances, a credit is posted to package ledger, either during check or during each night audit, and the sales charges posted to the package ledger to offset the credit. As a result the charge for the package element does not appear on the guest folio. For allowances based package elements, OPERA Cloud deducts the Item Price from the rate code rate amount. When multiple allowance based items are linked to a rate code the nett accommodation revenue for the reservation is the rate amount - sum (item price) for all package items included in the rate.

Table 13-4 Example - Package Rate Breakdown

Honeymoon Item Price Allowance Calculation Rule
Rate Amount

$540

    
Dinner

$45

$70

Per Adult
Breakfast

$20

$40

Per Adult
Champagne

$40

$60

Flat Amount
Nett Accommodation

$370

  

Based on 2 Adults

Allowance based package items also support consumption in multiple revenue centers using the setup of alternate outlets - specifying the alternate sales transaction codes permitted for the package item.

For example, a breakfast package element could be consumed in the restaurant or as a room service breakfast.

  • Posted amount equal to or less than the allowance amount are posted to package ledger.

  • Posted amounts exceeding the allowance amount are posted to the guest ledger account as an overage.

  • Allowances not consumed or under consumed are posted to a "package profit" revenue transaction code to the package ledger, based on the item price.

  • Allowance amounts exceeding the item price are automatically adjusted by a posting to "package loss" revenue transaction code to the package ledger.

Examples of allowance based package elements would be dinner or breakfast, where the sales charges for each would be post through a POS solution when the guest consumes their dinner or breakfast.

If the guest does not consume their entitlement OPERA Cloud posts the revenue to 'package profit' to balance the package ledger.

The charge for the package rate is posted to Guest Ledger using a system (non-revenue) transaction code referred to as 'Package Wrapper' - this transaction code is defined by linking a transaction code About Transaction Codes to a transaction group of type Wrapper. For package rates both the accommodation transaction code and the package wrapper transaction code must be selected on the Financials panel of the rate code About Rate Codes.

Table 13-5 Example - Ledger Transactions

Honeymoon Guest Ledger Package Ledger Allowance Sales Revenue Notes

Dinner Allowance

  

-$90

$140

  

On Check-in

Champagne Allowance

  

-$40

$60

  

On check-in

Dinner

  

$140

  

$140

Posted from POS

Dinner Loss

  

-$50

  

-$50

End of Day

Champagne

  

$60

  

$60

Posted from POS

Champagne - Loss

  

-$20

  

-$20

End of Day

Honeymoon Package

$540

-$370

    

Package Wrapper

Accommodation

  

$370

  

$370

End of Day

Breakfast Allowance

  

-$40

$80

  

End of Day (Next Day =Y)

Breakfast - Profit

  

$40

  

$40

Breakfast not consumed

On Check-out

Totals

$540

$0

  

$540

  

Related Topics

Parent topic: Rate Management

Configuring Package Codes

Prerequisites for Package Codes

Adding Package Codes

  1. From Administration menu, select Financial, select Rate Management, and then select Package Code.

  2. Click New and complete the following:

    1. Package Code Definition

      1. See Package Code Definition.

    2. Click Save.

    3. Transaction Details

      1. See Configuring Package Code Transaction Details

    4. Click Save.

    5. Posting Attributes

      1. See Configuring Package Code Post Attributes

    6. Click Save.

    7. Package Pricing

      1. See Configuring Package Code Pricing Schedule

    8. Click Save.

  3. Click Save or Save and Add More Details to go to Package Code presentation page and make further updates.

Editing Package Codes

  1. From the Administration menu, select Rate Management, and then select Package Code.

  2. Enter search criteria, click Search.

  3. Select a package code and click the vertical ellipsis Actions menu, then select Edit.

  4. Update the details.

  5. Click Save.

Table 13-6 Package Details Links

Package Details

Package Code Definition

Package Code Post Attributes

Package Code Pricing Schedule 

Package Code Transaction Details

Deleting Package Codes

Note:

Package codes cannot be deleted if the package is attached to a rate code; the package must first be un-associated from the rate code. Package codes cannot be deleted if the package is attached to a package group, the package must first be deselected from the package group. Package codes cannot be deleted if dependent transactional data exists; if a package code is referenced in blocks or reservations (past or future) the code cannot be deleted. Package codes attached to a canceled or no show reservation where the departure date is in the future cannot be deleted.

  1. From the Administration menu, select Rate Management, and then select Package Code.

  2. Enter search criteria, click Search.

  3. Select a package code and click the vertical ellipsis Actions menu, then select Delete.

  4. Click Delete to confirm.

Copying Package Codes

You can use the copy action to clone a package code within the same property, or copy package codes to other properties when the Multi Property OPERA Control is active.

Note:

Change to a Hub location to copy package codes to other properties. See Changing Your Location in Multi Property Operations.

  1. From the Administration menu, select Rate Management, and then select Package Code.

  2. Click the vertical ellipsis Actions menu and select Copy.

    1. Source: Select the source property.

    2. Package Code(s): Select one or more package codes from the list.

    3. Package Pricing: Select to also copy the package pricing to the destination properties.

    4. Target Properties: Select one or more properties from the list.

  3. Click Save.

    1. Copy Package Code As: Enter a code for new (cloned) package (same property).

    2. Copy Description As: Enter a description for new (cloned) package (same property).

  4. Click Copy and Continue.

  5. On the Confirmation panel, Status shows Complete and Status message as Copy Template Code(s) was successful.

  6. Click Print to generate a report.

Parent topic: Package Codes

Configuring Package Code Definition

Editing Package Code Definition

  1. From the Administration menu, select Rate Management, and then select Package Code.

  2. Enter search criteria, click Search.

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

  4. Click Package Definition.

  5. Click Edit.

    1. Property: Enter or select the property.

    2. Package Code: Enter a code for the package item (maximum 20 alphanumeric characters).

    3. Begin Sell Date: Enter or select a begin sell date if limited availability of package.

    4. End Sell Date: Enter or select an end sell date if limited availability of package.

    5. Short Description. Enter a short description (title).

    6. Description: Enter a description.

    7. Forecast Code: Select a package forecast from the list. For more information, see Configuring Package Forecast Groups .

    8. Arrangement Code: Select a package arrangement (folio grouping) from the list.

    9. Point (Award) Redemption Loyalty badge.: Select check box to indicate the package is eligible for selection in awards. (Available when the Loyalty Package Award OPERA Control is active). When selected, Begin Sell Date and End Sell Date are disabled for update.

  6. Click Save.

Parent topic: Package Codes

Configuring Package Code Post Attributes

Editing Package Code Posting Attributes

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

  2. Enter search criteria and click Search.

  3. Select the package code, click vertical ellipsis and select Edit.

  4. Click Posting Attributes.

  5. Click Edit.

    1. Posting Type

      1. Included in Rate: No separate charge appears on the guest folio or reservation. The item price is deducted from the room rate amount.

      2. Add To Rate - Separate Line: If selected, the item price is posted additional to the room rate amount and printed as a separate charge on the folio.

      3. Add To Rate - Combined Line: If selected, the item price is added to the rate amount and combined with the accommodation charge on the folio (increases the room rate by the item price).

    2. Valid Start Time: Enter the valid start time during which the allowance defined in the package element is valid. If you leave the fields blank, the allowance is valid all day

    3. Valid End Time: Enter the valid end time during which the allowance defined in the package element is valid. If you leave the fields blank, the allowance is valid all day

    4. Calculation Rule: Select a value from the list of values to indicate the calculation rule for this package. This field is used to determine how the package amount should be calculated. You have the following options:

      1. Flat Rate (item price posted as flat rate, regardless of number of guests). Flat Rate is per sharer reservation; each share-with reservation will be charged the flat rate amount.

      2. Per Person (item price times multiplies by (number of adults plus number of children).

      3. Per Adult (item price times multiplied by the number of adults).

      4. Per Child (item price multiplied by the number of children): With the selection of this calculation rule and when the Rates Defined by Buckets OPERA Controls is active, packages can be set up with different amounts per child bucket on the Package Pricing.

      5. Per Room: The Per Room calculation is applied to the room. If a reservation is shared, instead of applying the package per share reservation, it posts only once for the room.

    5. Posting Rhythm: Select a posting rhythm to determine the frequency of the package posting. Most posting rhythms are based off of the actual arrival date of the reservation. For more information, see Package Posting Rhythms.

    6. Formula:Select from the list of internal functions used to calculate the item price (these functions are typically used for calculating territory or region-specific taxes). For more information, see Package Formula Functions and Oracle Hospitality Localization Center for Hote.

    7. Sell Separate: Select the checkbox to allow the package item to be selected directly in a reservation using packages panel. When selling and adding a package directly to a reservation, the rate code rate amount is displayed in Stay Details along with the adjusted room rate including the packages. If this checkbox is not selected, the package is only available for selection as a rate code inclusion . (Available when the Packages Sold Separately OPERA Control is active).

    8. Post Next Day: Select to specify this package element allowance will be consumed the following day. For example, a breakfast allowance created during end of day, but carried forward to the following day for consumption. (Available when the Advanced Packages OPERA Control is active.)

    9. Forecast Next Day: Select to have these package elements forecasted on the next day, irrespective if the Post Next Day checkbox is selected or not. Packages configured as Post Next Day only without this checkbox selected will not be forecasted for the next day automatically on the Package Forecast Report.

    10. Tickets: Select to indicate that the package is a ticketing package item. (Available when Ticket Packages OPERA Control is active and integrated with a ticketing solution).

      Note:

      When a package is set up as a Tickets Package, the Posting Rhythm can only be Post Every Night, Post Arrival Night, or Ticket Posting. A Ticket Package can be set up to Sell Separate and Add Rate Separate Line, even when the Posting Rhythm is not set to Ticket Posting. This enables the ticket package to be included in the Rate Information as part of the total cost of the stay.

    11. Catering: Available when the Catering Events OPERA Control is active, this option should be checked for all PMS packages that typically are also represented by a catering event (or partially represented by a catering event), for example, a Group Breakfast that could be included in the room rate, but for which also a catering event gets created if the group takes the breakfast as a unit (such as in a catering function space).

    12. Web Bookable: Select to make this package code available for web bookings. (Available when the Advanced OWS Products OPERA Control is active).
    13. Item Inventory: (Available when the Item Inventory OPERA Control is active). Select the item(s) to be included in the package. Selected items will be added to the reservation and deducted from inventory.
      1. Click New.

        1. Item: Select an item from the list.

        2. Quantity: Enter a quantity to assign and deduct from inventory.

      2. Click Save.

      3. Click vertical ellipsis and select Delete to delete.

      4. Click vertical ellipsis and select Edit to edit.

  6. Click Save.

Note:

When configuring a Loyalty Award Package, such as Point (Award) Redemption selected in Package Code Definition, the Posting Type defaults to "Included in Rate" and only the Calculation Rule, Posting Rhythm, Forecast Next Day checkbox are enabled.

Parent topic: Package Codes

Configuring Package Code Pricing Schedule

Adding Package Code Pricing Schedule

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

  2. Enter search criteria and click Search.

  3. Select the package code, then click vertical ellipsis Actions menu and select Edit.

  4. Click Pricing Schedule.

  5. Click New  and enter the following details:

    1. Start Date: Enter the start date for the price schedule or use the calendar tool to select dates. Date ranges for pricing records cannot overlap. By default, the package code is valid for a ten-year period starting on the date it is configured.

    2. End Date: Enter the end date for the price schedule or use the calendar tool to select dates. Date ranges for pricing records cannot overlap. By default, the package code is valid for a ten-year period starting on the date it is configured.

    3. Price: Enter the item price. This amount will be posted to the transaction code selected in Transaction Details panel.

    4. Allowance: If the package element is configured as an allowance, enter the amount of the allowance. This is the maximum amount which the guest can consume (eg in an outlet ) and post to their reservation account. The charge is posted to the package ledger against the allowance. Any over-consumption is split and posted to the guest ledger using the Overage transaction code if specified. . The allowance amount cannot be less than the item price.

    5. Min Nights: Enter a minimum number of nights for this price schedule. (See Package Pricing and Availability Attributes section).

    6. Max Nights: Enter a maximum number of nights for this price schedule. (See Package Pricing and Availability Attributes section).

    7. Min Guests: Enter a minimum number of guests for this price schedule. (See Package Pricing and Availability Attributes section).

    8. Max Guests: Enter a maximum number of guests for this price schedule. (See Package Pricing and Availability Attributes section).

    9. Points: Enter the number of points required to avail this package (Available when Point (Award) Redemption is selected in Package Code Definition.

  6. Click Save.

Note:

When configuring a Loyalty Award Package, such as, Point (Award) Redemption selected in Package Code Definition only Start Date, End Date and Points fields are enabled.

Editing Package Code Pricing Schedule

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

  2. Enter search criteria and click Search.

  3. Select the package code, then click vertical ellipsis Actions menu and select Edit.

  4. Click Pricing Schedule.

  5. Select the pricing schedule, then click the vertical ellipsis Actions menu and select Edit.

  6. Update details.

  7. Click Save.

Deleting Package Code Pricing Schedule

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

  2. Enter search criteria and click Search.

  3. Select the package code in the search result, then click vertical ellipsis Actions menu and select Edit.

  4. Click Pricing Schedule.

  5. Select the pricing schedule, then click the vertical ellipsis Actions menu and select Delete.

  6. Click Delete to confirm.

Package Pricing and Availability Attributes

When the Package Pricing and Availability Attributes OPERA Control is active and the Redemption check box is not selected on the Package definition, Minimum and Maximum value fields can be specified for the number of Nights and Persons for each package pricing schedule.

When configuring package pricing schedules using the Package Pricing and Availability Attributes, keep in mind the following rules:

  • Both the Min. and Max fields for both the Nights and Guests must have values defined for them. Only the Min and Max values for either the Nights or Guests cannot be specified.

  • The Min and Max values cannot be left blank if a value has been defined for one or more of the fields. A numeric value must be entered. All of the fields can remain blank.

  • The Min/Max range for either Nights or Guests can be the same as long as the other has its range

  • There must be 1 record for each date range that has no Min/Max Nights and Min/Max Persons defined and this record will serve as a default when a reservation does not qualify to receive pricing based on any of the other package details sets that are based on Min/Max Nights and Min/Max Persons for the reservation date range. OPERA Cloud will automatically create such record when configuring package pricing.

  • Validation for a reservation will be completed on a combination of the additional attributes.

    • The Stay Date falls between the Start Date and End Date of the package.

    • No of Nights fall between the Min/Max Nights value range.

    • No of Persons fall between the Min/Max value range.

Note:

When package pricing is configured, each record must have at least one of the aspects, such as Date Range, Min/Max Night range and Min/Max persons range, different so that every package pricing record can be uniquely identified and there is no complete overlap. While configuring package pricing records, if OPERA Cloud identifies that the record overlap occurs based on either Date Range, Min/Max Night range or Min/Max persons range, you will be prompted if automatic adjustment should take place and if you select Yes, then the current record being added will be saved and existing overlapping record will be removed.

Related Topics

Parent topic: Package Codes

Configuring Package Code Transaction Details

Editing Package Code Transaction Details

  1. From the Administration menu, select Rate Management, and then select Package Code.

  2. Enter search criteria, click Search.

  3. Select a package code and click the vertical ellipsis, then select Edit.

  4. Click Transaction Details.

  5. Click Edit.

    1. Transaction Code: Select a sales charge transaction code from the list; the item price will be posted to this charge code.

      1. Tax Inclusive: Select to indicate the item price is inclusive of taxes.

    2. Package Allowance: Select the indicate this package item is to generate an allowance rather than post the actual sales charge.  (Available when the Advanced Packages OPERA Controls is active).

      1. Package Profit: Select a transaction code to post any package profit (unconsumed allowances).

      2. Package Loss: Select a transaction code  to post any package loss (fully consumed allowances).

      3. Overage: Select a sales charge transaction code from list that will be used to post the amount that is consumed over the allowance amount of the package element (set in the Package Pricing panel). If this field is left blank, any overage is posted to the main transaction code to which the allowance was posted.

        1. Tax Inclusive: Select to indicate the item price is inclusive of taxes.

      4. Alternates: Select transaction codes that can be used as alternatives to the main package transaction code (in the Code field) for this package. For example, the package may be for restaurant breakfast food (transaction code 2000) and room service breakfast (transaction code 3000 ) listed as an Alternate transaction code, allowing the guest to consume the same amount for room service breakfast without penalty.

    3. Currency: Select the currency for this package. Allowance packages and non-allowance packages set up in one currency cannot be attached to rate codes, reservations, and blocks configured in another currency. (Available when the Ability to Quote Rates in Foreign Currencies OPERA Control is active).

  6. Click Save.

Note:

When configuring a Loyalty Award Package, such as, Point (Award) Redemption selected in Package Code Definition, only Transaction Code and Currency are enabled.

Parent topic: Package Codes

Package Formula Functions

City Tax

See About City Tax Function.

Direct Bill Fee

Description

This function adds a flat fee when posting a package under the following conditions:

  • The payment method for the reservation Billing Window is Direct Bill (based on the Direct Bill Settlement OPERA Control)

Function

direct_bill_fee(resv_name_id,fee_amount, UDF Name, Location,Billing Windows)

Parameter

Parameter Description

in_resv_name_id

System-assigned reservation ID. Provided by the function. The default is null.

fee_amount

Fee to be posted when the direct bill payment method is selected as payment method.

UDF Name

UDF field for Y/N entry. If the value is not set, UDFC 18 defaults.

Location

RESV or PROFILE - The defined UDF is used from either reservation or profile.

Billing Windows

Select the Billing windows (1 to 8, multi-select) that must be considered before posting the Direct Bill Fee.

Example

direct_bill_fee(resv_name_id,20,UDFC10,'RESV',1)

Posts a 20 amount to Window #1 if UDFC10 is set to "Y" in Reservation.

Note:

  • If no resv_name_id exists, the function returns 0. Therefore, a rate query without a reservation does not include the Direct Bill Fee amount.

  • When creating a reservation the function returns a 0 until the reservation is saved and a resv_name_id becomes available.

  • If a package is set up as Add To Rate Combined Line and attached to a rate code or directly to a reservation, the package amount would be 0 and the reservation would therefore not include the Direct Bill Fee.

  • Refresh rates after saving reservation changes to display the correct rate.

Float Person Charge Flat

This function provides for package allowance with a Flat Amount calculation rule and a Floating Allowance per Stay posting rhythm if the number of persons is greater than 0. If the number of persons is 0, no package allowance is posted.

Function

float_flat_allowance_person (RESV_NAME_ID, in_price, in_allowance)

Parameter

Parameter Description

RESV_NAME_ID

System-assigned reservation ID. Provided by the function.

in_price

The package price.

in_allowance

The allowance amount. If the allowance value is not entered, or if the allowance value entered is less than the price, the allowance is set equal to the price.

Example

If the package formula entered is: 
float_flat_allowance_person (RESV_NAME_ID, 10, 20)
and the reservation has 1 adult, the package has a 20 allowance. If the reservation has 0 adults and 0 children, no allowance is posted.

Note:

When this UDF is entered in the Formula field, the Allowance check box is automatically selected and the Posting Rhythm is automatically set to Floating Allowance Per Stay. For proper functionality of this feature, the Calculation Rule is automatically set to Per Person even though the amount posted will be a flat amount.

PERC City Tax

This function calculates a generate amount on a room charge that has an inclusive tax component, when the inclusive component is not to be considered in the generate calculation. This function might be used, for example, where a room service tax must be calculated for a room charge that has an inclusive tax.

Function

perc_city_tax('RESV_NAME_ID',tax,inclusive_tax)

Parameter

Parameter Description

RESV_NAME_ID

System-assigned reservation ID. Provided by the function.

tax

Tax to be applied to room charge after removing inclusive tax.

inclusive_tax

Inclusive tax included in room charge.

Example

Assume you have Room Charge transaction code 0010 that has an inclusive generate of 10% (transaction code 0195). You want to calculate a 5% Room Service Tax (transaction code 0199) as an exclusive generate on 0010.

  1. Create package RMSERVICE with transaction code 0195. Specify UDF formula: perc_city_tax('RESV_NAME_ID',5,10) and Add Rate Separate Line selected.

  2. Create rate code ABCD with transaction code 0010 (Inclusive Tax check box selected).

  3. Add package RMSERVICE to rate code ABCD. The wrapper transaction code (to which room and tax is posted) is 8002. The Rate Detail amount = $100. The following postings appear on the folio:

    • Room Charge - Transaction code 8002 $100

    • Room Service Tax - Transaction code 0199 $4.55

Database details would reveal the following values underlying these postings:

Trn. Code Amount

0010

90.91

0195

9.09

0199

4.55

Note:

When a rate code includes a package that uses the Perc City Tax formula, the Rate Info screen accessed via the Rate Query (F5) screen or from the Reservation screen will reflect the Perc City Tax calculation.

The perc_city_tax_hamburg(resv_name_id) UDF is used in the package configuration to calculate the city tax based on the defined purpose of the stay on the reservation. To indicate which Purpose of Stay values qualify for city tax, the description of the purpose should include ‘*’ in the beginning of the description.

An inclusive generate must be attached to the transaction code used to configure the City Tax Package.

The UDF room rate ranges per person and the qualified city tax amounts are defined as follows and cannot be modified:

  • From 0.00 to 30.00 = 1.00.

  • From 30.01 to 60.00 = 3.00.

  • From 60.01 to 90.00 = 5.00.

  • From 90.01+, each additional 30.00 increases by increments of 2.00.

RT Extra Adult Charge

Description

This function calculates the package inclusive rate for a number of adults greater than a base number, per stated room types. Any price information provided in the Package Details is overridden by this function.

Function

rt_extra_adult (in_resv_name_id, X, Y, 'rmtype_1,rmtype_2,...rmtype_n')

Parameter

Parameter Description

in_resv_name_id

System-assigned reservation ID. Provided by the function. The default is null.

X

Base number of adults.

Y

Amount to be added for each adult over the base number specified by X.

rmtype_1...rmtype_n

Room types to which this calculation applies. Comma separated list.

Example

Rate code LEISURE, which includes a package, is priced at $150. If the package formula entered is:

rt_extra_adult (in_resv_name_id, 7, 15, 'DLX,STD')

any adult over seven adults will add $15 to the rate query amount for the LEISURE rate on room types DLX and STD. For eight adults, the rate would be priced at $165 rather than $150.

RT Extra Adult Plus Bucket 1

Description

This function calculates the package inclusive rate for a total number of adults plus children in child bucket 1 that is greater than a base number, per stated room types. Any price information provided in the Package Details is overridden by this function. This function will automatically refresh the total rate value shown in the Reservation screen Total field when the number of adults and/or children in child bucket 1 is changed.

Function

rt_extra_adult_n_bucket1 (in_resv_name_id, X, Y, 'rmtype_1,rmtype_2,...rmtype_n')

Parameter

Parameter Description

in_resv_name_id

System-assigned reservation ID. Provided by the function. The default is null.

X

Base number of adults plus number of children in child bucket 1.

Y

Amount to be added for each adult over the base number specified by X.

rmtype_1...rmtype_n

Room types to which this calculation applies. Comma separated list.

Example

Rate code LEISURE, which includes a package, is priced at $150. If the package formula entered is: 

rt_extra_adult_n_bucket1(in_resv_name_id, 7, 15, 'DLX,STD')

Any person over seven adults plus children in child bucket 1 will add $15 to the rate query amount for the LEISURE rate on room types DLX and STD. For five adults and three children in child bucket 1, the rate would be priced at $165 rather than $150.

RT Extra Adult Plus Bucket 2

Description

This function calculates the package inclusive rate for a total number of adults plus children in child bucket 2 that is greater than a base number, per stated room types. Any price information provided in the Package Details is overridden by this function. This function will automatically refresh the total rate value shown in the Reservation screen Total field when the number of adults and/or children in child bucket 2 is changed.

Function

rt_extra_adult_n_bucket2 (in_resv_name_id, X, Y, 'rmtype_1,rmtype_2,...rmtype_n')

Parameter

Parameter Description

in_resv_name_id

System-assigned reservation ID. Provided by the function. The default is null.

X

Base number of adults plus number of children in child bucket 2.

Y

Amount to be added for each adult over the base number specified by X.

rmtype_1...rmtype_n

Room types to which this calculation applies. Comma separated list.

Example

Rate code LEISURE, which includes a package, is priced at $150. If the package formula entered is: 

rt_extra_adult_n_bucket2 (in_resv_name_id, 7, 15, 'DLX,STD')

Any person over seven adults plus children in child bucket 2 will add $15 to the rate query amount for the LEISURE rate on room types DLX and STD. For five adults and three children in child bucket 2, the rate would be priced at $165 rather than $150.

Package Percentage

Calculates package prices based on a percentage of rate code (inclusive) price/rate amount. For example, if the price of the rate code is $150 and the package function is configured with 10 percent, a package price of $15 is calculated.

Note:

This function does not consider the pricing of any other packages selected for a reservation or configured on the rate code. This package function is not available if the Advance Packages OPERA Control is active.

Function

UDF_PERC_PRICE (Percentage)

Parameters

Parameter Description

Percentage

Percentage of package price

Example

UDF_PERC_PRICE (10)

Parent topic: Package Codes

Package Posting Rhythms

The Package Posting Rhythms can be configured from Create a New Package Code -Posting Attributes.

In the Posting Rhythms drop down list, the default selection is Post Every Night. You may make another posting rhythm choice by selecting a different option button. Some of the selections may open up fields for you to define particular features for that posting rhythm.

Table 13-7 Description of the Restrictions effecting the stay dates

Posting Rhythm Choice Description

Post Every Night
Post this package charge every night of the stay.

Note:

For Package Awards, the Posting Rhythm is restricted to Post Every Night.

Post on Arrival Night

Post this package charge only on arrival night. When a package that has this posting rhythm configured is attached to a reservation and a begin date is specified to be different than the arrival date, the user will be prompted with a message that states, "The package does not have posting rhythm which falls in the date range selected" and the package will not be attached to the reservation.

Post on Every X Nights Starting Night Y

Post this package charge every X nights, beginning the Y night of stay. You are prompted to enter the start night (e.g., night 1, night 2, night 3, etc.) and how often the posting should be repeated.

Post on Certain Nights of the Week

You are prompted to check mark the days of the week to determine the days to post this package charge.

Post on Last Night

Post this package charge on the last night of the stay only.

Post Every Night Except Arrival Night

Post this package charge on all nights of the stay except the arrival night.

Post Every Night Except Last

Post this package charge on all nights of the stay except the last night.

Do not Post on First and Last Night

Post this package charge on all nights of the stay except the first and last nights of the stay.

Custom Posting Schedule (Based on Stay)

This user defined schedule lets you enter a posting rhythm over a 14-day period, starting with the arrival date, by assigning the day (number) within a guest stay for posting this package price. For example, if you check mark boxes 3, 5, and 7, OPERA Cloud will post on the third, fifth and seventh day of the stay and will repeat this posting schedule after the 14th day through the remainder of the stay.

Custom Posting Schedule (Based on Night)
This user defined schedule lets you enter a posting rhythm over a 14 day period. The start and end of the posting period is determined as follows:

  • If the package is attached to a rate code: The period starts with the date when the rate code to which the package is attached becomes effective for the stay. The period ends with the date of the last night for that rate code (or the last night of the stay if the rate code remains in effect until the departure date).

  • If the package is attached separately to the reservation: The Begin Date specified on the reservation when the package was attached is the start date for the period. The End Date specified on the reservation when the package was attached is the end date for the period. If no Begin Date and/or End Date are specified when the package is attached to the reservation, the Begin Date is assumed to be the arrival date and the End Date is assumed to be the departure date of the reservation, irrespective of when the package is attached to the reservation.

Floating Allowance per Stay

Allow the allowance to be consumed at anytime during the guest stay.

Parent topic: Package Codes

About City Tax Package Function

The City Tax package function can be configured to calculate and post a charge according to local city requirements; the tax charge can be based on a percentage of gross or net room revenue or posted as a flat amount according to amount ranges.

The following parameters are available within the package function setup:

  • Purpose of Stay Start: You must configure Purpose of Stay codes with the code Description starting with the value entered.

  • Purpose of Stay: You must configure Purpose of Stay codes matching the codes entered.

  • Predefined amount ranges. For more information, see Configuring City Tax Ranges

  • Net rate amount (rate amount to consider for calculation after taxes are deducted) or Gross rate amount (rate amount to consider for calculation before taxes are deducted.

  • Percentage of the applicable rate amount.

  • Number of children (if child rate buckets are configured).

  • Special Calculation Rule (where the city tax is calculated by the number of people in the room, and posted based on the number of adults in the room).

  • Packages to Include (any package that is configured with a lodging transaction code).

  • Maximum Number of Nights to Post Charge.

Purpose of Stay Configuration

Configure Purpose of Stay codes. See Configuring Purpose of Stay .

If you are using Purpose of Stay Start parameter to identify eligible purpose of stay codes, start the Description field with the character specified. For example, ifPurpose of Stay Start  is *, create code descriptions such as *City Tax.

OPERA Controls

The Automatically Refresh Rates on Reservation Reservation OPERA Control must be set to Purpose of Stay. See OPERA Controls — Reservations.

The Purpose of Stay for City Tax Calculation Cashiering OPERA Control determines a default Purpose of Stay if null in reservations. See OPERA Controls — Cashiering.

City Tax Package Code Setup

City Tax is set up as Package. Select CITY_TAX in the Formula field of Package Code Posting Attributes.

Table 13-8 Set values for the CITY_TAX parameters

Parameter Data Type Example Example

Purpose of Stay Start (Starting character in Purpose of Stay Description )

String

 

'*'

Purpose of Stay (Codes)

String

'LSR', 'CTAX'

 

(Use) Amount Ranges See Configuring City Tax Ranges.

String

'Y'

'N'

Room (Charge) 'Net' or 'Gross'

String

'Net'

'Gross

Percentage

Number

5

5

Special Calculation Rule (Dresden).

     

Child One (Available if Child Rates by Defined Buckets OPERA Control is active).

String

'Y'

'Y'

Child Two (Available if Child Rates by Defined Buckets  OPERA Control is active).

String

'N'

'N'

Child Three (Available if Child Rates by Defined Buckets OPERA Control is active).

String

'N'

'N'

Packages To Include  (Lodging type transaction code).

String

'GCTAX

'GCTAX

Number of Nights to Post (Available for Post Every Night posting rhythm).

Number

5

5

Calculate on Discounted Amount (allows calculation of City Tax using the reservation rate amount when discounted using Discount Amount Flat/Percentage).

String

'Y'

'N'

Note:

Enter parameters using single quotes, except for the Percentage and Number of Nights to Post fields.

The Package Posting Attributes can be setup as Included in Rate, Add to Rate - Separate Line or Add to Rate - Combined Line.

Reservations

For a reservation to qualify for the city tax package charge, select a Purpose of Stay value according to the setup of the City Tax Package Code.

Purpose of Stay is added to the Stay Details panel using Page Composer.

Related Topics

Parent topic: Package Codes

Configuring City Tax Ranges

City tax ranges are processed when the Amount Ranges  parameter of the CITY_TAX function is set to Y.

The applicable tax charge is posted according to the range configuration, for example:

  • 0.00-10.0 = 0.00

  • 10.01-25.00 = 0.50

  • 25.01-50.00 = 1.00

  • 50.01-100.00 = 2.00

  • 100.01-150.00 = 3.00

  • Each additional 50.00 increases by 1.00

Adding City Tax Ranges

  1. From the Administration menu, select Financial, select Rate Management, and then select City Tax Ranges.

  2. Click New and complete the following:

    1. Property: Enter or select the property.

    2. Amount From: Enter a starting amount.

    3. Amount To: Enter the ending amount.

    4. Tax Amount: Enter a tax amount.

    5. Interval Amount: Enter an interval amount. (e.g., for every 50.00 EUR tax, increase by 1 EUR).

    6. Click Save.

Editing City Tax Ranges

  1. From the Administration menu, select Financial, select Rate Management, and then select City Tax Ranges.

  2. Enter search criteria, then click Search.

  3. From search results, select the city tax range, then click the vertical ellipsis Actions menu and select Edit.

  4. Update the configuration.

  5. Click Save.

Deleting City Tax Ranges

  1. From the Administration menu, select Financial, select Rate Management, and then select City Tax Ranges.

  2. Enter search criteria, then click Search.

  3. From search results, select the city tax range, then click the vertical ellipsis Actions menu and select Delete.

  4. Click Delete to confirm.

Parent topic: About City Tax Package Function