Applying a Benefit E-Certificate to a Reservation

This topic details the steps for applying a benefit e-certificate (that has a benefit rate code attached) to a reservation. The configuration process consists of three parts:

Part 1: Configuring a Benefit Rate Code and Attaching it to an E-Certificate

Part 2: Issuing the E-Certificate to a Profile

Part 3: Applying the Benefit E-Certificate to a Reservation

Requirements/Prerequisites

Before beginning, ensure the following application settings are active and user permission is granted:

Reservations>OPERA BENEFITS application setting
Reservations>OPERA BENEFIT CONSUME DAYS application setting
Reservations>OPERA BENEFITS CONSUME permission

Part 1: Configuring a Benefit Rate Code and Attaching it to an E-Certificate

On the Rate Setup screen (Configuration>Rate Management>Rate Classifications>Rate Codes), select the Benefit Rate Code option for the rate code you want to designate as a benefit rate code and attach to the e-certificate.
On the E-Certificate Type screen (Setup>System Configuration>Profile>E-Certificate>E-Certificate Types), highlight the e-certificate you want to attach the Benefit Rate Code to and select the Edit button.
On the E-Certificate Type - Edit screen, select the Benefits check box (this will activate the Benefits button).
Select the Benefits button. On the Opera Benefits screen, select the Rate Code down arrow and choose a benefit rate code from the LOV.
In the Number of Nights field, enter the number of night's stay for which the e-certificate with the rate code benefit will apply. For example, if there is a reservation for 5 nights, a "3" in this field would indicate that the e-certificate can only be applied to 3-nights of the stay. In this scenario, the guest will pay for the remainder 2 nights of the stay.
Select Save.

Part 2: Issuing the E-Certificate to a Profile

After configuring the benefit rate code and attaching it to an e-certificate, the next step is to issue the e-certificate to a profile.

On the Profile Search screen (Profiles>Search), enter the name of the profile to issue the e-certificate to and select the Search button. Highlight the profile in the results grid and select the OIS E-Certs indicator lamp. This opens the OPERA E-Certificate screen.
Note: The "OIS E-Certs" indicator lamp will only display if the profile already has an e-certificate attached. If the profile you are issuing the e-certificate to does not have an e-certificate already attached, you can attach one by going to Profiles>Edit>Options>OCIS E-Certs and selecting an e-certificate.
On the OPERA E-Certificate screen, select the Issue button and choose an e-certificate from the E-Cert Code LOV and choose an Issue Type. Select OK to issue the e-certificate.

The OPERA E-Certificate screen now indicates that the "BENE" e-certificate has been issued to the profile.

Part 3: Applying the Benefit E-Certificate to a Reservation

In the final part, you will apply the e-certificate to the reservation so it can be consumed.

On the ORS Sales - Define Search screen (ORS>Sales Screen>New), enter a name (a profile with an e-certificate already attached), property, arrival/departure dates, number of nights, number of adults, etc. Select the ECertificate down arrow.
On the OPERA Benefits screen, choose the e-certificate with the benefit rate code attached and select the Select button.
The e-certificate will display in the lower pane indicating that it has been selected for the reservation. Select OK to return to the Define Search screen.
On the ORS Sales - Define Search screen, select the Availability button.
On the Rate Availability screen, select a rate/room type.
On the Reservation screen, enter a name for the reservation, reservation type, market code, source code, etc.
Note: The e-certificate selected from the previous steps displays in the E-Certificate field.
Select OK to finish the reservation. The Reservation Snapshot screen and closing script screens will display.