Rate Code Template

Access the Rate Code Template to set up Opera rate codes and distribute them to specific (multiple) channels or synchronize the rate codes with external interfaces, such as with MyFidelio. The Rate Code Template is accessed by selecting Configuration>Rate Management>Rate Classifications>Rate Code Template. This menu option is only available in ORS (active OPR <version number> ORS license code) when there is an:

Active channel license code (such as for OWS or ADS) and the Application Function>OEDS>Opera Channel Management is set to Y, or an
Active license code for an external interface, such as MyFidelio and the Application Function>OEDS>Opera Channel Management is set to Y.

Prerequisites

Besides the aforementioned license codes and application settings, the following must be established for using the Rate Code Template:

Channels must be set up in Channel Setup.
Permission must be granted the user for RATEMGMT CONFIG>RATE CODE TEMPLATE.

Rate Code Template Screen

The rate code template screen has two main sections:

The left-side contains the Opera rate codes where you can create new or modify existing rates. On the left-side you can select rate codes to distribute and map to selected channels and channel rates listed on the right-side. You can also synchronize the Opera rates to external interface rates.
The right-side of the rate code template contains channels and channel rate codes that may, or not, be mapped to the Opera rate codes (on the left). Here you can edit channel rates, assign them Opera rate codes, and distribute them to selected channels.

Use the Search buttons in each section to search for the appropriate results: Opera rate codes on the left-side, or for the channel rate codes on the right-side.

Note: It is not possible to search for a combination of left-side and right-side search criteria - only one section search at a time is possible (either Rate Codes or Channels and Channel Rate Codes), although the results grid will display in both sections based on your search criteria. Depending on the search criteria, different button functions also appear, as described below.

rate_code_template

Rate Codes (Left-side)

Search Criteria (Left-side)

Enter the following criteria to search for a specific Opera rate code and select the Search button. To view all of the existing rate codes, simply select the Search button without entering any criteria.

Rate Code. Enter the code for the Opera rate you want displayed.

Rate Description. Enter the description of the Opera rate code you want displayed.

Display Inactive. Select this check box if you want to display Opera rate codes that are currently inactive.

Results Grid (Left-side)

The results show all rate codes on the left-side and all active channels on the right-side. Highlight the Opera Rate Code you would like to work with.

The Rate Code, Rate Description, and the Begin Date and End Date for which the rate code is effective are identified in the grid. The Sequence for where the rate code appears in the grid is indicated in the Seq column.
Records in white on the left-side are the rate codes which have been set up for the channel selected on the right-side grid.
Records in gray on the left-side are the rate codes which have not been set up for the channel selected on the right-side.

Channels (Right-side)

Search Criteria

Enter the following criteria to search for a specific channel, channel rate code, or access code and select the Search button. To view all of the channels or channel rate codes, simply select the Search button without entering any criteria.

Note: Depending on the Channels search criteria on the right-side, the results grid in the Rate Codes (left-side) will display different results. Also, the Channels side will displays different results, depending on your search.

Channel. Enter the channel code.

Channel Rate Code. Enter the code for the channel rate.

Access Code. Enter the code for the channel access code.

Search on Channel only, or if Channel and Channel Rate Fields are Empty, or if All Channel Search Fields are Empty

In this case, the right-side of the screen shows all active channels with their channel code and channel name. On the left-side of the screen, all rate codes are shown. On the left-side, records in white are the rate codes which have been set up for the channel selected on the right, and display the channel rate code and access code. Records in gray on the left-side are the rate codes which haven't been set up for that channel; therefore, the channel rate code column is blank.

rate_code_template_channel_search_null

Search on Channel Rate only

When you search on only the Channel Rate, the right-side of the screen shows the channels for which that channel rate has been set up. On the left-side of the screen, all active rate codes are shown with the rate codes in white, which are mapped to the channel and channel rate code on the right-side. On the left-side in gray are the rate codes which are not mapped to the channel or channel rate code on the right-side.

Records shown on the right-side (Channel Rate Codes) in white specify the channels and rates that have been mapped to the highlighted rate code on the left.
Channels for which the highlighted rate code have not been set up, display in gray on the right-side and no channel rate code is shown for these gray records.

rate_code_template_channel_rate_codes_channel_rate

Button Functions

The buttons display according to what was searched and currently highlighted in the grids.

View. Displays the Channel Rate Code - View screen where you can see the Rate Code and associated Channel and Channel Rate code in read-only mode.

rate_code_template_channel_rate_code_view

New. (left-side) Create a new Opera rate code to map to a channel. The Rate Code - New screen appears. See below.

Edit. (left-side) Edit an existing, highlighted Opera rate code to map. The Rate Code - Edit screen appears. The Rate Code - Edit screen is identical to the Rate Code - New screen except that the Rate Code field is read-only.

rate_code_template_edit

Edit. (right-side) When a channel/channel rate code is highlighted on the right-side, and the Edit button appears, you can select the Edit button to modify the channel rate mapped to the selected rate code on the left-side. The Channel Rate Code - Edit screen appears.

rate_code_tamplate_channel_rate_edit

Rates. (right-side) Distribute a rate code to the selected channel. The Distribute Rates screen appears.

rate_code_template_distribute_channel_rates

Distribute. (left-side) Distribute the currently selected rate code to the channel rate and channels of your choice. The Distribute Rate screen appears.

rate_code_template_distribute

Sync. (left-side) Synchronize the currently selected rate code with an external system's rate code (i.e. MyFidelio). A prompt appears indicating when the process is complete.

Delete. (left-side) Delete the currently selected rate code if it is not mapped to any channel rate code(s). You will not be able the delete the rate code if it is mapped to a channel rate code. Messages will appear to ask you if you really want to delete the rate code (if it is not mapped) or else inform you that the rate code cannot be deleted because it is mapped to a channel rate code.

rate_code_template_prompt_delete

Delete. (right-side) Delete the currently selected channel rate and access codes from the channel. Only mapped channel rate codes are available for deletion.