Before sending proposals connected to OPERA Cloud, please review the following steps to ensure the integration is set up correctly.
Currency
Make sure the correct Currency is is set up in Proposales: Settings-> Company.
If products are imported in the wrong currency, all products need to be deleted and added again after the correct currency setting is set.
Configure your OPERA Cloud settings
In Proposales navigate to your settings and click on your OPERA Cloud settings. Here you have the possibility to adjust your default settings that will be used for your proposals.
Proposal Flow: First, set up a desirable flow of the proposal, from the initial stage when a proposal is sent to accepted or lost. Please ensure that this flow matches with your block status flow in OPERA Cloud.
Make sure that the selected Initial status and Initial Reservation Type both have the same set up in Opera as non deductive or deductive. If they contradict it will cause errors.
Source Code, Rate Code & Market Code: The Source Code, Rate Code and Market Code that you define in this Page will be the initial default options. You can always define the default later on per template and even change it manually in each proposal whenever needed.
Catering Package Price Adjustment: If you want to allow price adjustments for catering packages when working from Proposales to OPERA Cloud, you can select which revenue type the price changes should apply to. If you do not want catering package prices to be adjustable, please select “None.”
Billing Instruction Note Type: This will be the notes that will be created in OPERA Cloud when your client has filled in their invoicing details in the invoice form. It will be preset on BIL (Billing Instruction) and can be adjusted if needed.
Proposal UUID Field (UDF): This field is needed when you want to add Flex Links to your OPERA Cloud that link to Proposales. Then we use this UDF field to store the proposal information. It will be preset on UDFC15 and can be adjusted if needed.
Direction: Here you can set the workflow direction for the OPERA Cloud connectivity. You can either choose to just enable creating blocks from Proposales to OPERA Cloud, just importing blocks from OPERA Cloud to Proposales or both workflows.
Rate Package Labels: Here you can choose how you want your Rate Packages to appear on your proposals. You can either choose Long Descriptions (which is the default) or Short Descriptions.
Block Owner Code: Admins can decide if they want their team to be able to set the Block Owner Code themselves or not. If they allow Users to set up their own Block Owner Codes, then all of them will find a field to fill it in on top of the OPERA Cloud settings page. All the remaining OPERA Cloud settings are of course not accessible for users.
If you as an Admin want to set the Block Owner Codes for your team yourself, then you can enable this by clicking Restrict User Settings on the bottom of the OPERA Cloud settings. When you then navigate to the Teams page, you can set up the Block Owner Code for your team.
When a Block Owner Code is configured, the block and catering owner will automatically be assigned to the user who sends the proposal. If no Block Owner Code is configured, the owner will default to “ALL.”