Transcript MICROS - FIDELIO

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MICROS - FIDELIO
Opera Hotel Edition
Functionality changes from
V3 to V4
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Welcome to Version 4
This presentation will take you through the new features
available in Version 4 of Opera. This will get you
ready for your upcoming upgrade.
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Opera PMS – what‘s new?
Profiles
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Advanced Relationships
New buttons in the Profile Options
Rate Query
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Primary Relationships population
Turnaway, now with country and postal code
LOVs now with multiselect
Average / Total / First Night Rate display
Reservations
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Source Main Group now available
Hyperlink on room type and room in RSEDIT
New options in Add On Screen
Profile selection in Multiple Payment Screen
Multiple CRS numbers
Guest message screen enhanced
Locators available for checked out guests
Reservations
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Colours – Reservation, VIP or Market
New Reservation Type configuration options
Room move – parameter setting for default return status
Custom Reference
Global Alerts
Rates
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Rates per person – Added value setting
Rate details split
Rate code routing
Housekeeping
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Facility Management screen enhanced
Turndown Functionality
Enhanced expanded view
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Opera PMS – what‘s new?
Quick keys and Miscellaneous
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Room plan
Dashboard
Wakeup calls
Floor plan
Track It
Logbook
Cashiering
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Privileges
Pre and post Stay charging
Auto post to No Show Reservations
Post charges to Cancels and no shows
Auto Checkout to AR
Shift drop negative Amount Parameter
Number of copies per receipt type
Open folio
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Routing by percentage
Credit card rebate validation
Scheduled Checkout
Moved phone Details Option
Early departure handling with calculation
rules
Multi user cashier login
Compulsory Check number
Automated No Show Posting
Scheduled Credit Card Authorisation
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Opera PMS – what‘s new?
A/R & Finance
Configuration
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Finance Charges
Auto Assign AR numbers
AR postings in cashier journal
Search by credit Card in Journal and
History
End of month reminder Cycle
Reporting
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Report configuration
Shift Report configuration
Report Scheduler
Number of copies fix
User configuration
Password validation
Password lockout
General
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Trace file generation
Login Page
Supervisor Password Change
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Profiles - Relationships
Realtionships now made easier with the
possibility to remove Advanced Relationship
handling
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Rate Query
Primary Relationships population – each
time a profile that is attached to a company or
agent is selected the company/agent name
will populate automatically.
The negotiated rates that are attached to all
linked Profiles will be displayed on the Rate
Grid
Multiselect LOVs
Turnaway now also allows
the entry of country and
postal code
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Rate Query
If the average rate
button is ticked the
rate grid will show the
total rate/no of nights
In the case of rate
change this will show
you the rate for the first
night only
The total rate will
show the rate X no of
nights
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Reservations
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Source Codes can now be selected via the Source Group – as known earlier with the Market Code and
Market Group
New Hyperlink on
room type and room
in Reservation
Screen, that takes
you directly to the
configuration details
Multiple CRS/GDS numbers can now be
entered on a single reservation with the added
possiblity to search for all CRS/GDS numbers
of a single reservation
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Reservations – Add On Options
New options
on the add on
screen
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Reservations – Multiple Payments
Profile selection in multiple payment screen
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Reservations - Messages
Enhanced guest message screen
to facilitate message entry and view
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Reservations - Locators
Locators now available for checked out guests
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Reservation Types
New options on reservation type configuration
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Reservation Colors
It is now possible to define what the colour
of a certain reservation should represent
If Market Code is selected, the
colour will be entered on the Market
Code level as known today, if VIP
Level is selected an additional
colour option will appear in the VIP
code configuration. If Reservation
is selected; the option to configure
free format codes appears in
Configuration -> Reservation ->
Codes
When choosing Reservation in the
parameter setting, the codes are
configured as below and can be
completely hotel specific
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Reservation Colors
If reservation colours are selected,
the colour may be added on the
reservation screen
The colour appears both in the
Arrival search screen, in the
Room Plan and in the Telephone
Operator screen
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Reservations – Global Alerts
Hints from Fidelio V6
 The new functionality of Global Alerts
offers the possibility to generate Alerts for
all reservations that contain a certain
code – like in this example, where every
reservation with a LH or SK membership
attached will receive an Alert for free
access to the executive lounge.
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Reservations – Custom Reference
Custom Reference – this new option
allows you to freely define a search
value that can be added in the Custom
Ref field on the reservation screen.
You may then search for the value in
the Advanced option of the Reservation
Search screen
The Custom Reference
field also appears on the
Rooming List screen, so
values can be added directly
when entering the names of
a group
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Rates – Value Added Rates
If this new parameter is
switched on, the rates can be
configured as added amounts
per person in the Rate Code
The Split button allows you to
split an existing Rate Detail in two
(3) parts
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Rates – Rate Code Routing
On the more fields tab Opera now offers the ability to set a
routing for the rate code. The user will be prompted to apply the
routing if the rate code is used on a reservation.
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Housekeeping – Task Assignment
Simplified Task assignment screen
This screen is only shown if the
advanced button is used
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Housekeeping – Task Assignment
More colours
No of rooms
No of credits showing
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Housekeeping – Facility Management
Facility Management
screen has been refreshed
to look similar to the rest of
the Opera screens
New overview screen of the total
number of tasks per room type
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Housekeeping - Turndown
Turndown now exists as a separate
functionality, rather than as part of the
tasks when issuing task sheets.
 Each room number that is eligible for
turndown must be ticked in the room
number configuration screen, and the
accurate number of credits set up
For full flexibility, turndown can
be added or removed on each
reservation
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Housekeeping - Turndown
Turndown now has its own menu option in the
Housekeeping Management section
To print a task sheet for turn down,
simply click on Report and select the
number of attendants and the maximum
number of credits
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Quick Keys – Room Plan
The Advance button will give the detailed availability
Component rooms can
now be seen, rooms that are
included in the suites are
shown with indent
Detailed Availability
Room Plan
Ctrl+F3
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Quick Keys – Dashboard
Dashboard
Ctrl+ F4
New buttons
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Quick Keys – Wake Up Calls
New and
refreshed wake up
call screen, showing
statuses and clock
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Quick Keys – Floor Plan
Enhanced floor plan
with user friendly icons
and easy configuration
Floor Plan
Shift + F5
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Track It
Track It Dashboard
The new functionality Track It
allows the hotel to keep track of
luggage, lost items and maintain
cars for valets.
The ticket numbers can be
entered, linked to specific
reservations and monitored with
statuses like „Delivered to Room“
or „Located in Luggage room in
West Wing“
Additionally, different Track It
entries can be configured to
automatically create traces – and
of course, all Track It items show
with lamps on the Reservation
screen
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Log Book
The Log Book is here – now all inter-departmental communication and handover can be handled in Opera.
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Cashiering – Pre & Post Charges
Pre and Post Charges are
parameter driven and can be used
separately or together – for both of
them Rules must be configured
The Rules define the limitations
to which reservations can have
charges
These Rules will override any
other action
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Cashiering – Pre & Post Charges
The Privileges of each reservation will adapt the settings of the Rules, however it is always possible to
remove these privileges for specific reservations if needed.
Even if Privileges are granted to a reservation, if the reservation does not comply with the Rules, no
charges can be made
Pre Charges can be done as far in advance as configured in the Rules
Post Charges can only be done on the day of departure – if Open Folio is not used
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Cashiering – Open Folio
Open Folio works in conjunction
with Post Charges – this allows you
to check out a guest with an open
balance.
The Post Charges will be allowed
for as long as configured in the
Rules
The Open Folio can remain in
house for as long as desired
Possibility to search for Open
Folios only in the Advanced tab of
the Billing Search screen
Enhanced PX functionality
from Fidelio V6
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Cashiering – Scheduled Check Out
This new functionality allows guests
to be scheduled for check out at a
given time, the new check out
processor in the Opera Utilities will
process these guests to status
Checked Out (with a 15 min interval)
Upon check out a prompt
will appear and you can
choose to schedule the guest
for check out
The balance of the guest
folio must be zero in order to
be checked out automatically
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Cashiering – Cheque Number
Cheque number can now
be made mandatory for
certain transaction codes, this
is done by ticking the box
Check No. Mandatory on the
actual transaction code
Prompt will be
returned if cheque
number is omitted.
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Cashiering
Now Opera offers the ability to
allow negative cash drop by
switching off the parameter for
positive cashier drop
To accommodate a natural work flow, the
Disable / Enable Phone button has been
moved to a tick box in the Print Folio screen
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Cashiering – Credit Card Rebate
With functionality Credit Card Rebate
Validation switched on, any rebate
posting done in a credit card transaction
code will be validated against the total
debit of the bill.
Reference field also becomes mandatory when
negative payments are posted, as with negative
postings today
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Cashiering – Routing Limits %
Routing limits now also have the percentage
option available
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Cashiering – Shared Cashiers
Floating Cashiers now available in Opera
– any user that does not have a cashier
attached is able to login to any cashier that
is configured as shared.
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A/R – Finance Charges
AR Finance Charges allows you to set
up a fixed amount to be charged on top of
each invoice on a given day of the month
In the AR account type set up, the
additional fields will display, allowing you to
define the amount or percentage that should
be posted. The amount will be posted in the
transaction code defined in the parameter
setting in the AR parameter group
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A/R – Automatic A/R Numbers
With the new functionality
switched on, whenever a check out
is made to City Ledger, Opera will
now offer to create the A/R account
automatically
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A/R – Postings in Journal
Postings made in an A/R account now
also show in the cashier journal screen
Now Opera has the ability to search for
credit card number in the journal screen
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Reports
New screen for the reports configuration
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Reports – Shift Reports
You can now create your shift reports
in a few clicks:
Setup Report setupShift reports
Create the report name and click ok
and the screen below appears
In this screen you have a list of all the
reports, to add a report to your shift
reports; mark them and press add to
they move from left to right
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Reports Scheduler
Report Scheduler – you
can set a time or day when
you want certain reports to
automatically be print, filed
or sent via e-mail
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Configuration
New user configuration screen
A user can be locked out if he
enters the wrong password more
than 3 times
The password should not be less than
6 figures and it should be a mixture of
letters and numbers
Possibility to define which
applications a user can access
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Login Screen
New Login Screen