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Oracle® Hospitality Suite8

1. Assignment of rights under Setup Configuration Users User Definition Rights gt Lost amp Found for the users who should access LOST amp FOUND and or ITEMS and ACTIONS from the Front Desk menu Definition of ACTION CATEGORIES under Setup Configuration Miscellaneous Lost amp Found Action Categories are used to define actions taken on lost found or both objects such as Informed owner as an action taken on lost items or Handed to Lost amp Found as an action for found items Definition of GROUPS under Setup Configuration Miscellaneous Lost amp Found Groups are used to order lost amp found objects either by department where the item was lost or found or by item group such as personal items clothes shoes or miscellaneous items Changes to lost and found actions are displayed in the user log if the options LOST AND FOUND ACTION DELETE NEW and UPDATE are selected under Configuration Setup Users User Log Lost amp found Changes to lost and found items are displayed in the user log if the options LOST AND FOUND ITEM DELETE NEW RESOLVE UNRESOLVE and UPDATE are selected under Configuration Setup Users User Log Lost amp found How to use myTaxi The ordering of a taxi via the myTaxi application is available in Suite8 from the Reservation Details HTML on the Reservation Navigator myTaxi requires the following setup How To s Ac
2. Q Cancel Creation of three binary reports for reservations tasks amp activities and CCM Each report must be defined only with their respectiveICS FILE VALUE which can be found under the corresponding DATA SOURCE when editing the binary report RESICS FILE VALUE TAICS FILE VALUE CCM ICS FILE VALUE Example reports are included in the demo database as follows e 73920 Reservations ICS e 73921 TA ICS e 73922 CCM ICS The ICS reports must be linked to the relevant role via the option CALENDAR ICS SETUP under Setup Configuration Email Settings E Calendar Report setup fo E Cancel Report 73920 Reservations ICS 189 190 How does it work The ICS file can be attached to the e mail via the ICS button on the email form of confirmation letters CCM booking letters and Task and activity letters E Email Report on Email Addresses Sender hotel 1 pms addmail int r7 select All E To someone amp aol com wa Save Draft cc Ics BCC Is Subject To cc BCC Send as Attachment Attachments Add im Body Templates 4 j Delete Body Format Text C HTML The recipient of the email can then import this file into their calendar Note If the data does not provide a start or end time such as if the check in time was not provided or no event was attached to a booking or if itis a task a default is entered The description c
3. Changes on Packages First parameter of function should be YPKD_ID 317 318 319 324 320 321 322 323 339 Conference Package New Conference Package Delete Conference Package Copy Conference Package Name Conference Package Price Conference Package Pax Conference Package Start Date Conference Package End Date Conference Package Copied From The possibility to print function sheets with changes is controlled by the parameter Display changes in CCM reports under Setup Configuration Global Settings Reports Reports 2 tab When activated the option Select start time of changes is displayed on the Print Booking dialog box when selecting the option Print on a conference booking The option Select start time of changes can be selected by default on the Print Booking dialog by selecting the option Display changes in CCM reports under Miscellaneous User Settings Search Screens How To s 211 212 How to set up the Kiosk Interface The Kiosk Interface runs as a Socket Server in Fidelio Server It uses a self service technology and is currently approved with the Ariane Kiosk System a self check in system General Logic The first and utmost goal is to check out as many guests as possible and deny a transaction for as little guests as possible The Kiosk Interface allows for example a check out where Window 2 has a Debit as payment method as this is co
4. Select the report 730920 CONFIRMATION BLOCK WM Click the REPORTS PARTS button Complete the Report part dialog box for each report as per the table below Click NEw 10 Select the REPORT from the drop down list 11 Enter the FiLENAME and the number of the EXECUTION STEP 12 Click SAVE Word Merge Repeat steps 9 to 12 for each report listed in the table below Report Filename Execution step 309200 Confirmation Block Main main HTML 1 7309201 Block Details Blockdetails ID HTML 2 73920 Signature User Signature ID HTML 3 Once all the reports have been added the Reports part dialog box will look like this el Report parts 1 7309200 Confirmation Block Main main html J Edit i um 7309201 Block Details blockdetails ID html 2 73920 Signature User signature ID gt mhtml 3 J Delete 13 Click CLOSE How to import word merge reports from message Create the section for the Word Merge Reports 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the sectionTExT TEMPLATES gt FO and create a new sub section called MESSAGE WM see How to create a report section The SECTION ROLE must be defined as MESSAGE and the SOURCE TYPE must be defined as WORD In the demo database this sub section is located under TEXT TEMPLATES gt FO gt MESSAGES Word Merge 71 7 Text Templates H 71 CRM FI 73 FO H 730 Confirmation Letters 731 Guest Bills 732 Cashieri
5. 8 Package Inventory Inventory Item CalculationType Number of Items Q Cancel 8 Select the INVENTORY ITEM type the CALCULATION TYPE and the NUMBER OF ITEMS click OK 9 Click OK to save the package setup the Detail configuration dialog box is displayed 10 Complete the START DATE and END DATE for the package 3 Detail configuration Start date End date Q Cancel 11 Click SAVE to save the package dates 12 Click on the package date range and enter the price as a flat rate or per adult child Note If a package item is defined as an inventory item then a warning message is displayed if no more items exist when booking the package Field Definition Legal Values Code Code assigned to the package element Up to 3 alphanumeric Required characters Description Description of the package element Up to 30 characters of text Required Folio Text Text to be printed on the guest folio Overrides what is Up to 30 characters of text defined in the department code Department Code Department code under which this element is posted Select from list box Required such as dinner or breakfast Default Frequency Indicates the posting rhythm when and how often the Select from list box charge is posted every night just on the last night only on specific nights See Frequencies Show in If true is selected then the package element is displayed Select from list box reservation as available for selection on the
6. Options News Feed Tweet Facebook Event Report 79500 Post Single Rate Twitter d Create Message Ir Clear Special Offer from Demo Hotel Only 100 00 Euro for 1 nights arriving on 18 12 13 Book here http hit l y 1bPVGZP Characters 119 Facebook Post E Login EI Advertisement 6 Change the message as required 7 Click the Twitter button to send a tweet 8 Click the Facebook button to post the message on Facebook Note If a rate is selected which is not configured as Open for Web booking then a warning message is displayed 162 How To s How to post a message from the calendar events 1 Select Calendar Events from the Miscellaneous drop down menu 2 Select a Calendar Event for Post to the Social Networks Platform 3 Click Post NETWORKS TO DISPLAY THE POST NETWORKS DIALOG BOX Post to Social Networks x Post Facebook Event Report Social Networks Events Create Message The Lions club meeting is scheduled on September 22th at the Fidelio Suite 8 Hotel Meeting at 8 00pm in the Lobby Characters 115 Twitter Facebook A Clear Cancel Facebook User Not logged in ot me 4 Select a Report and click CREATE MESSAGE BUTTON to display the Message in the text box 5 Change the message text if needed 6 Press Twitter button to send a tweet 7 Press facebook button to post the message on facebook How to post and create facebook events Facebook Events can be created from the
7. amp TTR Arrival fgTR ARRIVAL 3 On the FORMAT menu select FORMAT FIELD The Format Editor dialog box is displayed 4 Select the Fowr tab Format Editor Common Border Font Paragraph Formatting Hyperlink Regular Y Size 10 Color BH Effects Strikeout Underline Spacing Character spacing exactly o pts 000000000000 00000000000000000000Q0Q0QX m 5 Click the format formula button Sor COLOR The Format Formula Editor Font Color dialog box is displayed 196 How To s mj Format Formula Editor Font_Color TWEE Crystal Syntax 248 Report Fields a xl E fili Functions a x e Operators beaa V8 CCM CD 4j Eg f Formatting Fu Aj ea i Arithmetic a v8 CCM_CO amp fl Color Constar fH igh Conversion a V8 CCM CO gl Math Lg ai Comparisons E a 8_CCM_CO amp gl Summary m Ligh Strings a V8 CCM CD i i Financial ti Li Ranges a V8 CCM CO zi gig Strings E Lag Boolean E uv CCM co amp i Date Time E i Arrays p mope 1 m 6 Paste the following function in the field in this example we have used 75 BOOKING CONTACT NAME if FidelioGetChangeTypeLog V8_CCM_CONTRACT YBOM_ID 75 totext CONF_CHANGESAFTER yyyy MM dd HH mm ss O then crBlack else ChangedField Parameters accepted by the function FidelioGetChangeTypeLog e The ID of the table in our example YBOM ID e The number of the WLOG TYPE in our example 75 which is
8. 127 Board Type Defines the board type for the package Packages linked Select from list box to a board type are updated on the meal plan tab when linked to a reservation The following board types are available Breakfast Half Dinner Half Lunch Full Board All inclusive Only Lunch Only Dinner How to book a returnable item 1 From the Reservation Navigator select the required reservation 2 Click EDIT to display the reservation edit screen and then select the PACKAGE GRID tab The package grid is displayed with any packages currently attached to the reservation Ejeako s secs Reservation Inventory Profiles Package grid crid Attributes Special attr Credit card Fixed charges Notes Meal plan Amenity Normal Per guest Display Calculated price 124 00 EUR Packages al 2 00 EUR Linked not linked Net amount 115 89 EUR Included 0 00 EUR Multiplier Extra charges 0 00 EUR Add to rate 2 00 EUR d Price Rate amount 122 00 EUR Show default packages Show package tree 2013 2013 2013 2013 2013 1 20 1 21 1 22 1 23 1 24 Sun Mon Tue Wed Thu BRF Breakfast included Daily NEW Newspaper Financial Times HT ps First Night Multiplier Price 1 4 L Only select 3 Click the ADD button to display the Package configuration screen with a list of available packages 128 How To s E E EJ EJ Ed d E E Ed 3 3 Ed E EJ EJ
9. Click OK to save the package addition and close the reservation How to check in a guest with a returnable item 1 From the Reservation Navigator select the reservation to be checked in 2 Click the CHECK IN button If a returnable item has been assigned to the guest then a message is displayed Confirmation Are all returnable items taken by the guest 1 Golf Clubs 3 Click Yes if all the returnable items have been given to the guest The guest is checked in and any defined deposit is automatically posted Note If the question regarding the returnable items is answered with No then the check in process is cancelled How to mark a returnable item as returned or lost during a guest s stay 1 2 From the Reservation Navigator select the required reservation Click the Epit button an indicator is displayed if the guest has a returnable item A returnable indicator in red indicates that the item is with the guest when coloured grey Returnabl this indicates that the item has been returned Click the PACKAGE GRID tab to view the packages attached to this reservation returnable item packages are indicated by r How To s J t ult VCSCPI EMIL he Reservation Inventory Profiles Package grid Grid Attributes Special attr Credit card Fixed charges Notes Meal plan Amenity Normal Per guest Display Calculated price 124 00 EUR Packages all 2 00 EUR Linked not lin
10. Date 29 05 2013 with Name Ballroom Added Misc Itemfor event Meeting ID 1782 Date 29 05 2013 with Name Overhead Projector Added Misc Item for event Meeting ID 1782 Date 29 05 2013 with Name Screen 3 60 x 3 60m Added Misc Item for event Meeting ID 1782 Date 29 05 2013 with Name Flipchart with paper amp pens Added Misc Itemfor event Meeting ID 1782 Date 29 05 2013 with Name Microphone Added Misc Itemfor event Meeting ID 1782 Date 29 05 2013 with Name Parking Valet Added Standard Menu for event Lunch ID 1781 Dale 29 05 2013 with Name Menu I Ind in Menu for Caesar Salad with Dijon mustard dressing changed from Noto Yes for event Lunch ID 1781 Date 29 05 2013 incl in Menu for Red Snapper with red curry and limes changedfrom No MN to Yes for event Lunch ID 1781 Date 29 05 2013 Ind in Menu for Parfait of coffee with oranges changed from No to Yes for event Lunch ID 1781 Date 29 05 2013 Deleted Menu ttemfor event Lunch ID 1781 Date 29 05 2013 with MN Name or Deleted Menu item for event Lunch ID 1781 Date 29 05 2013 with EE Name tomato soup User Log Numbers and Descriptions Changes on Booking First parameter of function should be YBOM_ID 60 61 62 74 75 63 64 65 66 67 Booking New Booking Delete Booking Copy Booking Company Name Booking Contact Name Booking Contact on
11. Global Settings Reservation Reservation 4 tab A cashier number must be defined for deposits via the option Cashier Number for deposit under Setup Configuration Global Settings Reservation Reservation 4 tab How To s 135 How to setup mail import for exchange This functionality may be used to manage emails sent to the property often properties have an email address such as info property_name com or reservations property_name com The reservation department may use this functionality to manage reservations which are sent by email Emails sent to such address s are stored in an Outlook or Exchange folder when using Outlook Web Access This option is parameter controlled and only available in the Professional Edition Key Points Ability to integrate specific mail boxes from Exchange to Suite8 Backup of folder on the exchange Mail Import is available for Central Properties when using Suite8 Central Confirmation letters can be generated and sent to the guest from the Central Property From the Partner Properties it is possible to look up the sent central correspondence in the Central Property Parameter controlled Mail Import functionality requires the following setup 136 Activation of the parameter MAIL IMPORT under Setup Configuration Global Settings gt Generic Generic 4 tab Definition of the MAIL REFRESH INTERVAL under Setup Configuration Global Settings gt M
12. Li C jon 22 01 14 5 32 5 RoomNo Gr Gundel G Smithsonian Linda Cancellation 22 01 14 5 32 57PM X be edant oup Adv Qry Primary reap Attributes ll Reservation Cancel uw Auto profile search e 7 Hmi Arrival In House Departure All waitiist Q Rooms Fin Accounts vH Smithsonian Linda 1 28 02 14 01 03 14 Definite t Import D Sender Gundel G GGUNDEL V8 DEVELOPMENT IN Ge Import config Recipient Smithsonian Linda LPLATTER V8 DEVELOPMENT NT ff link Subject Cancellation 3 Unlink c Corresp mj Code Hotel Name GuestName Exp Arrival Exp Departure Conf Rate Due to sickness please cancel the reservation with reservation number 1045 Mai _ Profile 6 With the email locked and selected on the left hand side and the reservation selected on the right hand side click LINK Reservations linked to this mail are listed in the lower window on the right hand side Emails which refer to more than one reservation may be linked to all the relevant reservations and then multiple reservation would be listed How To s 147 A Q Search Name First Smiths Company f Full Search Confirmation PO Multi Guest Agent i 5 Clear Res Type Suite Slaves Block E TENER Room No EE Group Adv Ory ll tC 853 5 rrj
13. The update script to 8 9 5 0 will ensure that all existing word merge reports are defined AS ATTACHMENT Word Merge 59 60 Edit or Open when Load Button is pressed Ei d rs pm Eh va i x mi i amp J li li Tl a p M H Wi EX ge 2 CR f I Ba A TH Wiad d c b ul iiil V y EN TTR To tGUEST NAME TTR Room number ROOM NUMBER E TTR Fromm MESSAGE FROM hb TTR Contact Info CONTACT INFO e N TTR Message taken by wENTERED BY TTR Date DATE MESSAGE TIR Timen TIME MESSAGE hr MESSAGEDE FAILS TTR Sincerely yours It is possible to save the Word Document or load an existing report from a specific Path only MSOffice 2007 format is supported doc HTML Reports The HTML reports are created in a report section with the Source Type HTML REPORT the Source Type identifies that HTML EDITOR is used and these reports can be opened in the Browser installed if the global setting parameter DISPLAY PRODUCED HTML REPORT IN BROWSER is active The HTML Reports return the data for the merge fields and the HTML sections of the word document There is the MAIN HTML report which needs to run first to build the main relation to the Data Source All data which is not grouped or repeated can be placed on this report It uses only one to one relationships such as Reservation ID Contact Information Company Information Guest Information
14. Using the Microsoft RAS service and the Microsoft Telephony at the same time could result in instabilities Installing a TAPI device or TSP on the workstation Under Control Panel gt Phone amp Modem Options the TAPI device or TSP is installed How To s 151 152 Dialing Rules Modems Advanced The following telephony providers are installed on this computer Providers Avaya IP Service Provider Microsoft H 323 Telephony Service Provider Microsoft HID Phone TSP Microsoft Multicast Conference TAP Service Provider Microsoft Windows TM Remote Service Provider NDIS Proxy TAP Service Provider TAP Kemel Mode Service Provider Unimodem 5 Service Provider Troubleshooting If the telephony is not working in Fidelio Suite8 Microsoft dialer exe can be used for testing If it does also not work when using dialer exe it means that the TAPI Interface is not running on the workstation where the test is performed Terminals amp Printers The TAPI device or TSP has to be installed on the workstation before the telephony settings can be configured The telephony settings are configured under Configuration Miscellaneous Terminals amp Printers by selecting the corresponding workstation and pressing the Telephony Settings tab Global Settings The options on the Telephone 6 tab under Generic are used to configure the details for the TAPI Interface Placing amp receiving calls using Telephony Next to the client works
15. WM 3 With the CONFIRMATION LETTERS WM section selected click the IMPORT button 4 Import the reports FCR PMS 730900 Confirm Ind Chg WM FCR PMS 730901 Confirm Ind Det WM FCR PMS 730902 Confirm Party WM Word Merge Create the sub section for the Word Merge Templates 5 Select the newly created section and create a new sub section called HTML Parts The SECTION ROLE must be defined aS CONFIRMATION LETTERS and the SOURCE TYPE must be defined as HTML REPORT In the demo database this sub section is located as follows 7309 Confirmation Letters WM 73090 Confirmation Indiv WM n 730900 Html Parts 6 Import the following HTML reports in to the HTML Parts sub section FCR PMS 7309000 Confirmation Main FCR PMS 7309001 Reservation Changes FCR PMS 7309002 Reservation Details FCR PMS 7309003 Party Details Linking the imported reports to the Word Template 7 Select the report 730900 CONFIRMATION INDIVIDUAL CHANGES WM 8 Click the REPORTS PARTS button Complete the Report part dialog box for each report as per the table below 9 Click NEW 10 Select the REPORT from the drop down list 11 Enter the FiLENAME and the number of the EXECUTION STEP 12 Click SAVE Repeat steps 9 to 12 for each report listed in the table below Report Filename Execution step 7309000 Confirmation Main main HTML 1 7309001 Reservation Changes Reservationdetails ID HTML 2 73920 Signature User Signature ID HTML 3 Once all the reports ha
16. attributes xf Reservation Cancell v E New Ef Edit 35 Wakin Smithsonian Linda 1 25 02 14 01 03 14 Definite Check In P Cancel Res t Find in Grid 4 mj foil Nene Ep Departe ConfRate Smithsonian Linda 28 02 14 01 03 14 150 00 How to unlink an email from a reservation 1 Access the MAILs dialog box via one of the methods described above The mails are displayed on the left of the screen and the reservation navigator on the right 2 If the reservation navigator is not displayed select the option SHOW RESERVATIONS Complete the required search criteria and click SEARCH 4 Point to the required email right click to display the shortcut menu and then selectLock Any reservations linked to this email are displayed in the lower window on the right hand side teme Conf Rate Smithsonian Linda 28 02 14 01 03 14 150 00 5 Select the reservation and then click UNLINK The reservation is unlinked from the email and no longer displayed in the lower window on the reservation navigator 148 How To s Mails dialog box Field Definition Show Reservations Toggles the display of the reservation navigator Extended Monitor If a separate monitor is attached then selecting this option displays the mails on one monitor and the reservations on the second monitor Age in days Select this option and enter the number of days to be displayed in the past Date range Select this option and then enter the
17. change them again in each sub report when the customer wants to use other colours 3 Remove the obsolete links in the se ect expert which were created due to the above actions You should now have following result in the sub report L 5 ad z E i s ad a w EF Ld P a Pw O Field Explorer e a a EE H E Database Fields E X Formula Fields js amp TR XCNC LONGDESC cuo ores ED NUNDUUFUFUPUNUFPUFUPUPUPUFUFUPUFUPUE p d DateTime 829 TR XCNC LONGDESC fsa SOL Expression Fields E Parameter Fields Hum PmV8 CCM FS MAIN YBOM ID us Pm CONF wLAN ID GY Pm SP DATABASE 5 Enter the crystal function like in the previous examples if FidelioGetChangeTypeLog Pm V8 CCM FS MAIN YBOM ID 298 totext Pm CONF_CHANGESAFTER yyyy MM dd HH mm ss Othen crBlack else Q1 Pm ChangedField The ID is here YBOM ID and the number is 298 Booking Notes see appendix B How To s 203 How to print a function sheet with changes 1 Select the appropriate booking in the grid click the PRINT button to display the Print Booking dialog box Print Booking Department Head Meeting 02 12 2012 ID 1030 T s g ow ERE s 4 g Preview Templates 75004 Functionsheet with changes I uera de E Print Language English Pref Distribution Family Greetings SS A Edit Bi Hooking Lin
18. j Reservations Department Wicros Fidelio Demo Proorarm How To s How to add the conference managers signature to a document 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the report template to which a signature is to be added and click the EDIT button 3 Click the REPORT FILE tab and then click the Epit button to display the report in the Internal Editor 4 Place the cursor in the required location on the report template and then select the function button from the toolbar The Insert Field dialog box is displayed 5 Expand the FuNnctTIons tree and double click the function SIGNATURE to select it By default the signature function takes the logged in user in order to take another user the appropriate field must be selected 6 Expand the DATA Sources tree and select BOOKING which is where the link to the booking users are stored In the selected SIGNATURE function highlight userID Double click YBML CONF XCMS ID to select the field for the conference manager user id the function now looks like this Signature BOOKING YBML CONF XCMS ID 9 The function DESCRIPTION has been changed to Signature ConfMgr in order to be more recognisable B Insert red E e YBOM CATDECISIONDATE lVBML CONF XCMS ID YBOM CATCUTOFFDATE YBOM DETAILSOK YBOM CONTRACTNUMBER YBOM RMS YEST ID YEST RMS LONGDESC I YBOM ROOMINGLIST DATE
19. 3 3 Ed Ed EJ F3 3 Ed EJ EJ B e BRF Breakfast included BRA Breakfast add to rate BRS Breakfast print separate BF7 Breakfast 7 HDI Half Board Dinner Inclusive HLI Half Board Lunch Indusive HDA Half Board Dinner Add T HDS Half Board Dinner Print Sep HLS Half Board Lunch Print Sep FDA Full Board Dinner Add T FLA Full Board Lunch Add To FLS Full Board Lunch Print Sep FDS Full Board Dinner Print Sep HLA Half Board Lunch Add To FDI Full Board Dinner Inlcusive FLI Full Board Lunch Indusive NEW Newspaper Financial Ti TNS Tennis Package MAS Massage WEL Wellness Packages Mas MAIN Maintenance Fee CLE Cleaning Fee BAT Bathrobe HAI Hairdryer GOL Golf Clibs Ada Adaptor Plug 4 Click the package name to display the package details in the column on the right How To s hand side 129 130 GOL Golf Clubs Package Information Do not show on package grid No Split type Internal split Department code regular rate Golf Clubs Predefined frequency Daily Package Detail Information Period Startdate Period Enddate 01 01 2013 04 05 2014 Price Allowance Teenager i 0 Child 0 Baby 0 Adult 0 0 Flat 0 5 Select the required package from the list displayed and then click SELEcT to add the package to the reservation The package is displayed in the grid on the days for which it is valid returnable items are indicated by r 6
20. 343 Misc Item Notes Changes on Standard Menus First parameter of function should be YEMN_ID 230 231 232 234 235 236 237 238 239 240 241 242 243 244 245 233 249 Standard Menu New Standard Menu Delete Standard Menu Copy Standard Menu Name Standard Menu Cons Base Standard Menu Incl in Package Standard Menu Gratuity Incl Standard Menu Menu Price Standard Menu Quantity Standard Menu Compl Menus Standard Menu Exp Standard Menu Gtd Standard Menu Set Standard Menu Serve Start Standard Menu Serve End Standard Menu Dept Code Standard Menu Notes Changes on Menu Items First parameter of function should be YEMI ID 2 4 2 5 2 6 27 7 2 9 279 280 283 284 285 286 287 288 289 290 291 Menu Item New Menu Item Delete Menu Item Price Menu Item Incl in Menu Menu Item Course Menu Item Course Order Menu Item Year Menu Item Portion Menu Item Forecast Category Menu Item Description Menu Item Name 1 Menu Item Name 2 Menu Item Name 3 Menu Item Name 4 Menu Item Origin 1 Menu Item Origin 2 How To s 292 293 294 295 296 297 Menu Item Origin 3 Menu Item Price Menu Item Dept Code Menu Item Category Menu Item Resp Department Menu Item Quantity
21. 4 H H H DB resource groups i Document Types Easy Letter H Export to Outlook External Applications pe Help Files f Interface Attributes _ Logbook Types Lost amp Found Mailing Maintenance _ Manual Statistic Types Partner Hotels Print Jobs Profile Match Point Setup fl Profile Merge Setup Public Places Questionnaire Questions Answers Report Translation Default Queries for Internal Editor C Search Reset filter n BECO CCM 6 amp 1n DME ROWWTNCE Rv _ Na m 3 3 TEM cce V 5s Fidelio Demo Progra General DATE FORMATTING STRINGS FCR ALL 1000 EMAILLOG rpt FCR ALL 1001 USERLOG rpt FCR ALL 1002 ONLINE IFC LOG rpt FCR ALL 1100 LOST FOUND rpt FCR ALL 1101 LOST FOUND ACTIO FCR ALL 1200 MAINTENANCE rpt FCR ALL 1300 TELEPHONE BOOK rpt FCR ALL 1400 LOGBOOK rpt FCR ALL 1401 LOGBOOK TYPES rpt ALL 79400 LABLE LEITZ 1687 79500 SOCIALMEDIA TWE 79501 SOCIALMEDIA TWE 79510 SOCIALMEDIA POS 81006 NOTES CAT rpt 81202 TR NOTES CAT rpt 81900 NOTES CAT rpt 83904 NOTES CAT rpt 83909 MAINTENANCE TYP 85803 NOTES CAT rpt S E E E E E E E 93999999 9 ALL FCR CCM 6008 BOOKINGS BY LOS FCR CCM 6009 BOOKINGS STATUS Appendix A The Macro The macro consists of Visual Basic code with the following functionality De la part de Nummer Number Numero Verkaufsa
22. 7 Click YES to remove the package from the reservation 8 Click OK to save and close the reservation Note Returnable packages cannot be removed without setting the package as either returned or lost How to mark a returnable item as returned or lost on the day of departure 1 From the Reservation Navigator select the required reservation 2 Click the Epit button an indicator is displayed if the guest has a returnable item Returnable Red indicates that the item is with the guest Grey indicates that the item has been returned 3 Click the RETURNABLE indicator to display a list of the returnable items attached to this reservation A returnable item can be marked as Losr or RETURNED on this screen only if all the package items have been posted and or the guest is checking out today 132 How To s 4 Select the returnable item to be marked as returned or lost 5 Click the RETURNED button to mark the item as returned or click the LosT button to mark the item as lost If the quantity of returnable items is greater than 1 then the user is asked to enter how many items are being returned or marked as lost 6 Enter the number of items and click OK The returnable item is updated with the date and time of return Returned 7 Click CLOSE to close the Returnables screen 8 Click OK to save and close the reservation Note On the Package Grid screen the package multiplier is not available f
23. Balance is not zero Do you want to move postings to a Financial Account This reservation cannot be cancelled automatically Please cancel manually 1 1 Reservation id 3613 Error while cancelling reservation Error while cancelling reservation for Aceti Ralph Internal error Mot in database transaction Can not save reservation a his reservation can not be cancelled automatically Please cancel manually E Automatic Cancel Micros Fidelio Demo Program Running automatic reservation cancel by guarantee code Logged in as SK There are 1reservations to cancel 1 1 Reservation id 2 3613 Error while cancelling reservation Error while cancelling reservation for Aceti Ralph Internal error Not in database transaction Can not save reservation This reservation can not be cancelled automatically Please cancel manually Finished automatic reservation cancel by guarantee code Next reservation cancel by guarantee code time 13 12 13 2 05 22 PM Reservation cancel by To activate this the flag Automatic Cancel by Guarantee Code has to be activated under Global Settings gt Reservation4 Tab and a Reason for the automatic Cancellation as well as a User for the automatic Cancellation has to be selected Automatic cancellation functionality is controlled by the parameter Automatic cancel by guarantee code under Setup Configuration Global Settings Reservations Reservation 4 tab Fidelio Server 6 Online Info
24. Blocks RoomsBlocks ID HTML 5 75430 Deposit Deposit ID HTML 6 73920 Signature User Signature ID HTML 7 Word Merge 65 66 Once all the reports have been added the Reports part dialog box will look like this e Report parts Report part Name bentensp E New E Edit jt 75410 Contract Main main html 75411 Event Details 1 eventdetails ID html 75420 Rooms Individual roomsindividual ID gt html 75421 Rooms Groups roomsgroups ID gt html 75422 Rooms Blocks roomsblocks ID gt html 75430 Deposits deposits lt ID gt html 73920 Signature User signature lt ID gt mhtml 13 Click CLOSE How to import the Reservation CRM report example Create the section for the Word Merge Reports under FO or CRM 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the sectionTEXT TEMPLATES gt FO or CRM and create a new sub section called CONFIRMATION LETTERS WM see How to create a report section The SECTION ROLE must be defined aS CONFIRMATION LETTER and the SOURCE TYPE must be defined as WORD In the demo database this sub section is located under TEXT TEMPLATES gt FO 7 Text Templates Fl 71 CRM E 73FO0 El 730 Confirmation Letters o 17300 7301 Conf Letters ED M 7302 Confirmation Letters CR 7303 Conf Letters HTML 7304 Conf Letter Subject 7305 Webbooking 7306 Mail 7307 Group Conf Letters 7308 Block Conf Letters t1 7309 Confirmation Letters
25. CCM CO um D 5 Enter the required color formula for example rgb 191 215 233 Light blue x Cx E x 8f Math i a Summary H x a Financial 5 x at Strings cur Date Time B x a Date Ranges gl gp Arrays D AE Syntax v E Functions sents fe Operators Arithmetic Conversion Comparisons Strings Ranges Boolean Ed ina NewField Sz TI ve e i Syntax z A A x 5 Report Fields a V8 CCM CO 3 em V8 CCM CD t V8 CCM CO V8 CCM CO e V8 CCM CO um V8 CCM CO t V8 CCM CD um rgb 191 215 233 Light blue Click i to save and close the Formula Editor Repeat steps 3 to 6 for each color field required z E gl Functions C ae Math E x a Summary H x a Financial B CE Strings H Date Time H x a Date Ranges E 8 gf Arrays ee d Click OK to close the Field Explorer How To s 7 esee fe Operators Arithmetic Conversion Comparisons Strings Ranges Boolean Ed dan 195 Some examples when a field is changed in the main report How to display the Contact in different color when the contact is changed 1 Open the Crystal Report 2 Select the field CONTACT H l m 1 QTTR Functionsheet F 4 21 TR_Organizer g Company E fBTTR Contact on sit A BOM CONTACTONSITE Contact x E TTR Banqueting De COMF XCED NAME BTTR Address COMP ADDRESS e amp TTR Contract No i BOM CONTRACTNMUMBER
26. LASTNAME from V8 EDITOR NAM v where v GUEST ID CONF_CONTACT_XCMS ID 3 select from V8 CONTACT POSOEPT where COMPANY XCMS ID CONF XCMS ID and contact xcms id CONF CONTACT XCMS ID 4 Customer address select V8 FNC REPLACE NONHTML address address from v8 EDITOR ADR where V8 EDITOR ADR ADORESS ID CONF XAOR ID 5 Commurscaton information Select from V8 EDITOR COM where COMMUNICATION ID CONF XCOM ID 6 User defritons Select wtl_translate NCED v XCED_ JD XCED TITLE CONE WLAN ID TR_XCED TITLE from v8 EDITOR USER DET v where v XCED ID SP_USER_ID 7 Date of today Select v8 reo transiatedate v FIDELIODATE 4 CONF_WLAN_ID 0 TR PRINT DATE from V8 EDITOR DAT v 8 Reservaton informaton Select V GUEST GREET NAME v8 rep transiatedate V ARRIVAL 1 CONF WLAN ID O TR ARRIVAL v8 rep transiatedate V DEPARTURE 1 CONF WLAN ID O TR DEPARTURE 9 Cancelaton Information Select from V8 EDITOR RES Cx POLICY where RESERVATION ID CONF YRES ID 10 Deposit Informaton select from V8 EDITOR RES DEPOSIT DET where V8 EDITOR RES DEPOSIT DET RESERVATION ID CONF YRES 1D 11 Main Group informadon Select v8 rep transiatedate V GROUP ARRIVAL 1 CONF WLAN 1D 0 TR GROUP ARRIVAL v8 rep transiatedate V GROUP DEPARTURE 1 CONF WLAN 1D 0 TR GROUP DEPAF 12 Group Reservations Select from V8 EDITOR GPU where GROUP ID CONF YGRP ID 13 Sp tted group reservatons Select f
27. Mrs Sandra Smkh Fraridjirtr 14 10587 Berlin From Superbo Demonstration Tel direct 449 2131 1370 Emal pnudimi oum Date Neuss 03 September 2013 Your Event Starting Tuesday 22 October 2013 to Wednesday 23 October 2013 Dear Mrs Smith Pease fine our offer as follows Booking status Te tate Seminar Details Tuesday 22 October 2013 to Wednesday 23 October 2013 Total Participants 5C Booking number 1216 We would like to thank you for the interest in our property Pesi do not hetare to contest us should you need any further information or ansistance lel irr Jj Jeff Miller Supervisor The Seasons Hotel Word Merge Contract with rooms via email 75402 From Daai Loc Sent bisa 24 02 2084 11536 Mei To Micros Fidelio GmbH Mr David Broadway Franklinstrass lt 12 m 10537 Berlin From Jones Pene Tel direct 49 2131 1370 bite uw micres fidelio eu Date 21 January 2014 Dear Mr Broadway Your Event Cosferance from Tuesday 13 January 2015 to Friday 16 January 2015 Thank vou very much for your interest in Micros Fidelio Demo Program In the delightful district of Charlottenburg one of the most attractive in the city the Micros Fidelio Suite Group has built a new modern and stylish betel for you Charlottenburg is one of the most up market parts of Berlin with art nouveau architecture terraced houses and many brick bailt villas covered in ivy it exudes a
28. Name Execution step 736201 Messages Main main html 1 736202 Message Details messagedetails zIDz html 2 73920 Signature User signature ID gt mhtml 3 13 Click CLOSE Create a new Word Merge Report When starting a new Word Document the Macro needs to be exported from an existing Word Template and imported to the new empty document Steps involved in creating a report from an empty word document Create the report section Create the empty word document Export the V8merge macro from an existing report template Import the macro to the new report template How to create an empty word document for an individual confirmation letter 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R The Reports screen is displayed 2 In the report tree on the left hand side of the screen select the report section for the word reports see How to create a report section The SECTION ROLE must be defined as CONFIRMATION LETTER and the SOURCE TYPE must be defined as WORD Word Merge 73 74 3 Sections Code Description 7309 Confirmation Letters WM Section role Confirmation Letter source type Word Print job Security level Hotel segment Click the NEw button to display the Report Edit dialog box 4 Click the NEw BINARY button the Create Binary Report dialog box is displayed oF 6 7 8 9 E Create Binary Report Report Name In the REPORT NAME box enter the name of the re
29. PUBLIC er 3c JIDTD HTML 4 01 Transibonal EN gt dhiri lt head gt lt meta http equiv a Content Type contente Eck html charsetenindows 12752 gt chink rele sbhylesheet type textis href const ripah y ocalr amp ces cute gt Table Reservation Status Today x tte gt lt head gt frunquer yii thasutopar meters 1 nunquenywithautoparameters 2 body gt D01 vi nep rex inlos ee RESTER enero Already 2 Sitting 3 Expected 4 Future null Weird Status TextStatus om va nep mes infos where RRES RRST IDs RESTAURANT ID and ires date DATE FROM andres canceled lt gt 1 order by seatedstalus asc The HTML Report Designer is split into two sections The HTML section using HTML code to return the result of the Query in the desired layout The QUERY section using the SQL queries to retrieve Data When pressing HTML Editor Button from the HTML Report Designer dialog the report is opened with the defined HTML Editor Displaying the HTML Report by pressing the HTML Editor button CAFideboYProgramVB93 cache io49251_ html Notepad Ble Edit Search yew Encoding Language Settings Macro Run Plugns Window 2 1 x oc PV s cole RO ae me t sic EC I E e SD ew Biles ug fo49251_ him 3 doctype html He if gr IE 8 html classe no j5 lang en gt endif 4head mera chersete ntf g 6 lt title gt lt title gt cstyle
30. Rate Query and from the Calendar Events dialog box 1 Click Post NETWORKS TO DISPLAY THE POST NETWORKS DIALOG BOX 2 Select the Facebook Event tab the Facebook events dialog box is displayed How To s 163 164 HE Post to Social Networks ptions News Feed Tweet Facebook Event Event Description 5tart Date and Time 06 01 2014 8 00 AM End Date and Time 06 01 2014 9 00 AM Event Location Event Details Facebook Ei Login User Name i ud 3 Enter or verify the EvENT DESCRIPTION 4 Check the Start and End Dates Click the Facebook button to post the event on the Facebook wall and create an event on Facebook events Using bit ly When activating bit ly the URL shortcut redirecting service with real time link tracking to Fidelio Suite8 home page bookings the user and the provided API Key have to be entered under Global Settings Fidelio Suite8 home page can be opened with parameters using the redirection service in the post message for rates for example allows opening the booking page on Fidelio Suite8 home page directly with the given parameters Example http localhost v8Client inquiry aspx date 27 07 2010 amp nights 1 amp adults 1 http localhost v8Client Inquiry aspx market PRO amp source BUS amp channel WEB In this example on a localhost connection the market code Pro source code Bus and channel code Web is used Validation occurs only when the reservation is submitted and if a ma
31. Setup on the Fidelio Server The Fidelio Server has to be configured to connect to the correct database How to setup the database on the Fidelio Server 1 Right click on the Fidelio Server Icon EF in the system tray 2 Select PROPERTIES the Fidelio Server screen is displayed EF Fidelio Server Micros Fidelio Demo Program File Options Mail Server Socket Server Top Line Profit Interface Night Audit scheduler Hotel Connector and CRS synchronization Remote reservation upload Scheduled Task Runner IFC Queue Processor Info Board Interface notifier SM5 Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA Upload Transponder Make Key Ideas Interface Service Name l Auto Run Alive gl Start 3 Select DB SErUP from the OPTIONS Menu the Database Instance Setup dialog box is displayed Fidelio Server DB Instance Setup Code Name DB Service Usemame Password DLL Path QML IFC T Note An instance for the DB Service V8 is setup by default and cannot be deleted Click NEw to enter a new instance setup Enter the CODE Enter the NAME Enter the DB SERVICE Enter the USER NAME p e o e d Enter the PASSWORD 10 Click CLOSE to close the DB Instance Setup screen 11 Click CLOSE to close the Fidelio Server screen Fidelio Server 23 Fidelio Server Exclusivity Setup This option may be used to setup up services to run exclusively on a spec
32. T E d I 5 a IE Crystal Syntax a 5 E A Report Fields z El gl Functions x Eg Operators a VE_CCM_COl mgl Formatting Fu B Arithmetic Conversion Comparisons Strings Ranges Boolean Pii ae V8 CCM CO H Color Constar ge V8 CCM CO H k Math e V8 CCM CO E Summary e V8 CCM CD E l Financial a V8 CCM CO H Strings em V8 CCM CD B i obits How To s 201 6 Paste the following function in the field in this example we have used 113 which is the number for EVENT NEW if FideliocetChangeTypeLog V8 CCM CONTRACT YEVM ID3 113 totext CONF_CHANGESAFTER yyyy MM dd HH mm ss 0 then crWhite else NewField Parameters accepted by the function FidelioGetChangeTypeLog e The ID of the table in this example YEVM ID e The number of the WLOG TYPE in this example 113 which is the EvENT NEW which means a new event e The CONF CHANGEAFTER parameter converted to text this parameter is passed when executing the report in order to hold the time for comparison Function calculation The function compares the entries in the view V8 CCM CHANGELOG If there is an entry for the number 113 then the function returns 1 the field is formatted in the color defined in the formula ChangedField If there is no entry for the number 113 then the function returns O the field is formatted in the color white Format Formula Editor Section Back Color he 488 6
33. User SignatureLoggedInUser Signature Tasks amp Logged In User SignatureLoggedInUser X Signature Activities Responsible SignatureRespEmp Signature ACT EMP XCMS ID Employee CCM Logged In User SignatureLoggedInUser Signature Conference Manager SignatureConfMer Signature BOOKING YBML CONF XCMS ID Rooms Manager SignatureRmsMer Signature YBML_RMS_XCMS_ID How To s How to setup lost amp found Lost and found functionality may be used to record track and match lost amp found items and is accessible via the FRONT DESK menu Users are also able to enter any actions which are taken on the lost amp found items This option is parameter controlled and only available in the Professional Edition Lost amp Found functionality requires the following setup Activation of the parameter LOST amp FOUND under Setup Configuration Global Settings gt Generic Generic 3 tab Definition of a NUMBER CYCLE with the type LOST AND FOUND NUMBERS under Setup Configuration Cashiering A number cycle is required in order to automatically assign a number to a found item 8 number Cycles linis rm Name Lost amp Found Number Value 100 Starting Number RO Type Lost and found numbers f Restart date sz Yearly Default Iv cancel Linking of the defined number cycle via the option LOST amp FOUND NUMBER CYCLE under Setup Configuration Global Settings Generic Generic 3 tab
34. and close the document in Microsoft Word 12 Click OK on the Report Edit screen to save the report with the imported macros Adding merge fields to the word report In order to insert merge fields to the newly created word document and to create the Data Source it is necessary to link one of the HTML main sub reports In this example we will take the main report for individual confirmation letters which is FCR PMS 7309000 CONFIRMATION MAIN In order to insert or add merge fields you have to Execute the word report with any reservation ID in order to create the main html When you close the report the main html will be available in the cache directory The V8MERGEMODULE macro will look for the main html in the cache directory The word merge report can now be edited and merge fields can be added How to add merge fields Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R Search for and locate the word report to which merge fields are to be added Click the Epit button and then click the REPORT FILE button Click the Epit button to display the report in Microsoft Word Place the cursor at the location required for the merge field AS e M ES Select MAILINGS and then select INSERT MERGE FIELDS All merge fields configured in the main html are displayed Insert Merge Field ES Insert Address Fields Database Fields Fields ID SP PRINTUSER SP LETTERUSER TR USER TITLE SP HOTELNAME HOTEL ADDRE
35. confirmation dialog box is displayed How To s 3 Confirmation Confirm calculated late departure early arrival amount Calculated Amount 20 00 EUR Based on hours 2 hrs Override calculated amount Select other hours New Amount M 20 00 Available flat fees Or choose the default hourly fee lo Fi X 10 00 EUR Fee history for this reservation Post Time For Hours Post Amount Type Q Cancel The CALCULATED AMOUNT to be posted is displayed along with the calculated number Click OK to confirm and post the charge as calculated by Suite8 4 of hours BASED ON HOURS B The Cashier Login screen is displayed 6 Override calculated amount Enter your CASHIER NUMBER and PASSWORD click LOGIN Depending on the interfaces installed additional messages may be displayed With the appropriate user rights the amount to be posted may be changed e The number of hours to be charged for early arrival may be selected in SELECT OTHER HOURS the amount to be charged is displayed in the NEw AMOUNT box e The amount to be charged may be entered in the NEw AMOUNT box e The number of hours to be charged may be selected and charged according to the DEFAULT HOURLY FEE Early Arrival Late Departure Calculation dialog box How To s Field Calculated Amount Based on hours Override calculated amount Select other hours Definition The charge calculated by the system as defined by the ear
36. date range for the query Subject Enter the subject to search for Show processed mails Only mails which have been processed are displayed Only my locked emails Only the logged in users locked emails are displayed Filters Sender Sender Activates additional filter options or Recipient Defines that any emails where either the Sender or Recipient matches the entered name or email are displayed name or email Enter the senders name or email address or select the required profile on the profile search Recipient name or email Enter the recipients name or email address or select the required profile on the profile search Refresh The refresh interval is displayed in seconds and checks for emails received from the Exchange Note The interval is defined in the global settings configuration Options available on the mails dialog box How To s SEARCH to activate the search based on the entered criteria CLEAR to clear the search criteria SENDER used to link the sender of the email to a guest profile RECIPIENT used to link the recipient of the email to a guest profile PRIMARY RECIP AUTO PROFILE SEARCH used to link the sender and or recipient of the email to a guest profile automatically HTML displays the mail and linked profile details in HTML format in the lower part of the screen IMPORT imports the mails manually only used when Outlook is defined as the source as Outlook does not use the Fideli
37. flair that is quite incomparable This traffic calming 4 hotel welcomes you and your guests with 722 rooms andl3 conference rooms which can accommodate upon 550 persons We are very pleased that you selected our site as ideal location for your Conference for which we submit you following offer E Food amp Beverage Miscellaneous Items Retaurant Coffer break 18 88 18 30 Ballroom I Ballroom II Marting Fa 2 08 Codfee break 20 Ferrans incl in package Technical Equipment Coffea amp Tai I5 el 1 mbad Fie l Orange juica darab pastry med Serem 2 60 xz 3 Ed neus onal palecuoz ef fruit Figchen with paper pan Balian 7 Dine oe i Spera tg ipgv chart Menu I 58 Persona M00 1 Micrephone Word Merge 89 90 Group Reservation 1208 demonstrates the concept of having two sections one for the eroup reservation and one for picked up reservations Group Reservations made by Micros Mr Max M ller Friridiregr 14 10587 Bertin Tel direct 449 2131 1370 Email rois co mip see micros odes Date Neuss Tuna Sep ember Me 2011 Thank you for Ehe interest in our property Please find eur confirmation as follows Anreise 22102013 Abreise 23 102013 2102013 23 102013 2 10 2013 23 10 2013 Total EUR 1 700 00 Pleurse do not hesitate to contact us should you need further assistance or information Sincerely Yours M 9 Supervisor Word Merge Block Reservation DEMO10
38. for examples Returns the signature of the user configuration equal to the user parameter supplied See FCR PMS 73920 Signature User Field TTR_Accomodation TTR_ Adult TTR_Adults TTR_Allotment_Details Word Merge v8 rep statictext Arrival CONF WLAN ID v8 rep statictext Arrival Date CONF WLAN ID v8 rep statictext Child CONF WLAN ID v8 rep statictext Children CONF WLAN ID v8 rep statictext Code CONF WLAN ID v8 rep statictext Confirmation Nr CONF WLAN ID v8 rep statictext Daily Rate CONF WLAN ID v8 rep statictext Date CONF WLAN ID v8 rep statictext Departure CONF WLAN ID v8 rep statictext Departure Date CONF WLAN ID v8 rep statictext Dear Sir Madame CONF WLAN ID v8 rep statictext End Date CONF WLAN ID v8 rep statictext Food amp Beverage CONF WLAN ID v8 rep statictext From CONF WLAN ID v8 rep statictext Group Details CONF WLAN ID v8 rep statictext Guest Name CONF WLAN ID v8 rep statictext Miscellaneous CONF WLAN ID v8 rep statictext Nights CONF WLAN ID v8 rep statictext Packages CONF WLAN ID v8 rep statictext Payable by CONF WLAN ID v8 rep statictext Per Night CONF WLAN ID v8 rep statictext Pers CONF WLAN ID v8 rep statictext Reservation Status CONF WLAN ID TTR Arrival TTR Arrival Date TTR_ Child TTR Children TTR Code TTR Confirmation Nr TTR Daily Rate TTR Date TTR Departure TTR
39. htm file in Fidelio Suite8 when clicking on the hyperlink The parameter used on the first htm file is passed on to the newly opened second htm file Example href app P2_GuestDetails htm parameter parameter Using more than one parameter More than one parameter can be used in HTML files however the second parameter must be separated by amp In the example below hehe is the second parameter Example lt href app GuestRecognition htm parameter parameter amp hehe 77 gt On open HTML files the parameter can be used as follows lt body gt value of parameter parameter value of hehe parameterhehe The default parameter called parameter is not changed The new parameter should have the prefix parameter and then immediately the name of the parameter without a space Special Characters HIML HTML When special characters or spaces are involved in the link the parameter urlencode can be used this will convert all special characters to a format suitable for links For example a href app GuestsFromTown htm parameter urlencode field 17 5TADT j This refers to the htm and qry files Guestsfromtown htm Guestfromtown qry and returns all guests from the same town Running HTML reports with non standard parameters To run HTML reports with non standard parameters the runquery must be called as runquerywithautoparameters such as runquerywithautoparameters 1 runquerywithautopara
40. indicate where to sign Signature Pad functionality requires the following setup Connect the signature device to the terminal the installation of the software installation is prompted and after completing the installation of the API the following steps must be configured in Suite8 The signature pad must be defined via the option Sign Pads under Setup Configuration Miscellaneous Terminals amp Printers Each workstation equipped with a signature pad has to be configured via Terminals under Setup Configuration Miscellaneous Terminals amp Printers 154 How To s Print jobs on terminals Creditcard Reader E New DE B NB12 005 unassigned DE B NB12 006 unassigned Edt DE B NB12 009 unassigned DE B NB12 010 unassigned i Delete DE B MB12 012 unassigned Locate Me DE B NB12 014 unassigned DE B NB12 015 unassigned DE B NB12 01 unassigned DE B NB13 001 unassigned DE B NB 13 002 unassigned DE B NB13 014 CCM Remote desktop DE B PC13 002 CCM Desctop DE B 5 64 unassigned DE B VM RDPIMTE unassigned td Printers Applications Scanning devices Sign Pads Description Edit Step Over signature device F Delete Configuration of the report template to include a signature section both Internal Editor and Crystal reports are supported The possibility to use automatic signature functionality requires that the report template contains the formula for automatic signature The following regi
41. keyword has been defined called NUMERICCONST regardless of the regional settings a point will be used as decimal separator when using DIF Comparing numeric variables or constants with decimal places can be used as follows dif field 16 GrossRevenue lt gt 0 not Zero dif else Zero else or dif const balance 0 no Balance dif or dif field 16 GrossRevenue gt 9999 99 Top Producer dif No value returned null If a query or a view returns the value null a point has to be added after the field name when using DIF followed by a value usually 0 For example dif field 13 xcno_id 0 0 dif else Notes else Variable Userid The name of the logged in user can be displayed on HTML files with the variable USERID For example runquerywithparameter 4 parameter userid HTML and Editing dialog boxes HTML functionality is available allowing standard screens and dialog boxes to be opened and edited from within an HTML Detailed below are the screens which can be opened and an example HTML expression Screen dialog box HTML Code Example Reservation a href action editreservation parameter field 1 yres_id gt Profile a href action editprofile parameter field 1 yres xcms id Booking a href action EditBooking parameter field 19 ybom_id gt Group Reservation lt a href action editgroup parameter field 1 YGRP ID Block a href action editblock parameter field 1 yblh id Event a h
42. listed by default in the mail queue Select the option SHOW PROCESSED MAILS in order to display all emails which have been marked as processed How To s 3 Point to the required email right click to display the shortcut menu and then select UNPROCESSED The X is removed from the P column and the mail is displayed again in the list of unprocessed mails How to delete an email 1 2 4 5 Access the MAILs dialog box via one of the methods described above Point to the required email right click to display the shortcut menu and then selectLock Right click to display the shortcut menu again and then select DELETE A message is displayed asking if you are sure you want to delete the mail Confirmation Are you sure you want to delete the mail Select YEs to delete the mail A message is displayed asking if you want to set mail to Ignore at the same time Confirmation x W Do you want to set mail to Ignore at the same time Select No The mail is deleted Note The functionality to set the mail to ignore is only relevant to mail imported via Outlook and not via Exchange Note Mails which were deleted by mistake can be moved on the Exchange from the backup folder to the folder which is configured for import and the Fidelio Server will import the mails again How to print the email list report 1 How To s Access the MAILs dialog box via one of the methods described above Print fun
43. mandatory You can create the section wherever you like as long as it has the correct section role and source type 5 Select the section CCM CONTRACTS and create a new sub section called HTML PARTS The SECTION ROLE must be defined aS CONFERENCE and the SOURCE TYPE must be defined as HTML REPORT In the demo database this sub section is located as follows 754 CCM Contracts WM t 7541 7543 Html Parts 6 Import the following HTML reports in to the HTML PARTS sub section FCR CCM 75410 Contact Main FCR CCM 75411 Event Details 1 FCR CCM 75412 Event Details 2 FCR CCM 75420 Rooms Individual FCR CCM 75421 Rooms Groups FCR CCM 75422 Rooms Blocks FCR CCM 75430 Deposits Link the imported reports to the Word Template Now that all the reports are imported they need to be linked to the word template 7 Select the report 75400 CONTRACT WITH ROOMS 1 WM 8 Click the REPORTS PARTS button 64 Word Merge Bi Report parts Report part Name Complete the Report part dialog box for each report as per the table below 9 Click NEw 10 Select the REPORT from the drop down list 11 Enter the FILENAME and the number of the EXECUTION STEP 12 Click SAVE Repeat steps 9 to 12 for each report listed in the table below Report Filename Execution step 79410 Contract Main main HTML 1 75411 Event Details1 Eventdetails ID HTML 2 75420 Rooms Individual RoomsIndividual ID HTML 3 75421 Rooms Groups RoomsGroups ID HTML 4 75422 Rooms
44. manual package screen of the package frequency tab on the reservation edit screen Currency Indicates the currency in which the package should be Select form list box the defined posted currencies 125 126 Forecast method Report Group Percentage Apply manual price if entered Add non perc packages to base rate amount Add fixed charges to base rate amount Apply discounts to base rate amount Deduct included packages from base rate amount Included No Discount Print separate This field is used for Reporting purpose It declares how the package is used and indicates the boarding types Normal every day Next Day next day Both both for example half board Defines the package report group This option is only available if the flag PERCENTAGE PACKAGES DEFAULT VALUES has been activated under Global Settings Reeservation2 tab It defines if packages will internally be split on a percentage level of the rate code The price entered per adult child or flat will then be used as percentage For example if the price on the package is 10 per adult and the rate code it is linked to is 150 00 10 15 00 will be split from the rate code and posted on the department code of the package Defines if a manual rate is entered on reservation level this will be the base amount to calculate the package price Defines if packages configured with a price and no percentage linked to the
45. next to a profile on the profile grid indicates that there are mails attached to the profile Emails can be accessed in one of the following ways Via the option MAILS on the MISCELLANEOUS menu Via the OPTIONS button on the profile grid Via the OPTIONS menu of the reservation navigator Via the MAIL indicator on the edit reservation screen How to access and lock an email 1 Access the MAILs dialog box via one of the methods described above The mails are displayed on the left of the screen and the reservation navigator on the right E Mails J ma v Show Reservations Extended Monitor Parm E T Soroan otii CE za Date range 10 02 20 12 03 2014 i SS EE ERREUR M mens rerums Confirmation amp n Multi Guest Agent Is Clear Res Type Suite Slaves Block z A Last modif Room No Group RE weoy ol x of y redp Attributes v Reservation Cancell X ito profile search Arrival In House Departure Al Waitlist Q Rooms Fin Accounts No of rooms Arrival Departure Type New amp Import Edit Re Import Direction Incoming 4 5 z e Wakin Sender LPLATTER V8 DEVELOPMENT INT 5 Import config Check i Recipient LPLATTER V8 DEVELOPMENT INT ink Cancel Res Subject new mail n i Time 11 03 14 2 13 19 PM haka H Find in Grid Processed No TE Imported by Parker Shirley at 11 03 14 2 20 34 PM z u H B Ge romae GuestNa
46. once the program is running smoothly The log file WEBDAV LOC is located in the Suite8 log directory Set the EXECUTION INTERVAI the recommended interval is 120 seconds Click OK to save the setup Key Points How To s An email must always be locked before it can be managed or worked on Locked emails are highlighted in grey so that other users can see immediately that the mail is not accessible Only users with the necessary user rights can override the lock Incoming emails where the senders email address matches an email address on a profile are automatically linked to that profile When a profile is linked then the email address in the column SENDER is replaced by the profile name and any new emails received from this sender are linked automatically to the profile Incoming emails where the recipients email address matches an email address on a profile are automatically linked to that profile 141 142 When a profile is linked then the email address in the column RECIPIENT is replaced by the profile name and any new emails received for this recipient are linked automatically to the profile Ifa received Email has an attachment it is opened by double mouse click Dear Please make following reservations Name Pax Arr Dep Room Type G Pi 01 01 2015 04 01 2015 EQUN Gt os LL 03 01 2015 05 01 2015 SUIT To 1 04 01 2015 06 01 2015 KING Sincerely Yours G Gt 5 Individual Packages TI ea Int H
47. opening brackets of the function and change to font colour to white so that the actual field is not displayed when previewing the registration card or on the sign pad but is still displayed when editing the template 73402 Registration Card Sign Pad E for internal editor SP HOTELNAME Reginfo AR Reginfo DEPAR Reginfo NO Reginfo ROOM RIVALDATEs TUREDATE OFGUESTT NUMBER HISSTAY TIR LastMa me IR FirstNamex Reglnto X CMS NAME3 aT R Countrys REGINFO COUNTRYCO DELONGDESC Reginfo STREET 1 aReginfo STREET 2 IR City TR Notes IR Signature ClientSignature Complete any other changes and save the registration card template 159 How to define a report template via Crystal Reports 1 Display the required registration card template in Crystal Reports 2 Define a formula field as follows IF lt CONF_OUTPUTDEVICE O0 THEN ELSE CLIENTSIGNATURE_WIDTH 100_HEIGHT 50 andadjust the parameters as required k E by E k a b P a ARRIVALDATE amily Name n Bl x2 EET 2 Edad Report Fields d mm v8 REP REGCARD ARRIVALDATE V8 REP REGDARD DEPARTUREDATE am Ve REP REGCARD GROSSRATEAMOUNT mm V8 REP REGCARD NOOUFGUESTTHISSTAY m i V8 REP REGCARD ROOMNUMBER l am V amp REP REGCARD XCMS NAMET m yg REP REGCARD XCMS NAME3 l am V amp REP REGCARD STREET1 L ls tS Ses SP ees ee m k THE GUEST I
48. post the fee manually via the billing check out options Automatic the early arrival fee or late departure fee is posted automatically with no message prompt Ask a question is displayed asking Do you want to post the 10 00 EUR early arrival fee Check Out options Key Points Policies can be defined for both early arrival and late departure The option to post an early arrival charge is available for the entire day of arrival An early arrival is calculated according to the actual time the guest checks in and the defined default check in time A late departure is calculated according to the actual time the guest checks out and the defined default check out time Early arrival and late departure buffer times can be defined for example with a buffer time of 15 minutes defined then if the guest is supposed to check out at 12 00 and the actual check out is performed at 12 10 the 15 minutes grace time is used in the calculation and no fee is charged A default policy can be defined for individuals this is then applied to all individual reservations A default policy can be defined for groups this is then applied to all group reservations Policies can be linked to a specific rate via the rate code configuration or directly on the reservation A policy can be defined to be manually applied automatically applied or via a question prompt the user to apply the policy If the user is prompted with a question the
49. replaced with true or false On screen names or shorter idnames from constantsandtypes pas unit can be used Features feature featurename will be replaced with true or false On screen names need to be used Global Setting Query Example This expression in the HTML defines if the HTML can be seen in the master property only Any global setting can be used in queries not only true 1 or false 0 or empty dif globalsetting ThisHotelisMaster 1 this hotel is master dif Sublicences Query Example This expression shows the welcomeccm jpg if only the license for CCM is activated dif sublicence v8ccm true and sublicence v8pms false lt img border 0 src const rtfpath WelcomeCCM jpe width 1120 height 110 gt dif else lt img border 0 src const rtfpath WelcomePEjpg width 1120 height 110 gt else Features Query Example This expression checks if the feature block reservations is activate for the Small Business Edition dif feature Block Reservation tr class Std8Text valign top gt td width 50 gt Blocks lt td gt lt td width 50 gt const BlockName lt td gt lt tr gt dif HTML and Multiple Parameters It is possible to use more than one parameter when opening a new HTML window from a link within an HTML file Adding a hyperlink to an HTML file Adding the example below to the INDIVIDUALPROFILE HT file inserts a hyperlink to and opens the p2_guest details
50. reservation will be included in the percentage calculation For example if a percentage package is set up with 15 the rate code it is linked to with an amount of 150 00 and another package with a price of 10 00 is linked to the reservation the calculation of the 15 will be based on an amount of 160 00 The price of the percentage package will be 24 00 Defines if the fixed charges will be included in the percentage calculation For example if a percentage package is set up with 15 the rate code it is linked to with an amount of 150 00 and a fixed charge with a price of 10 00 is added to the reservation the calculation of the 15 will be based on an amount of 160 00 The price of the percentage package will be 24 00 Defines if calculation for discounts is included in the percentage calculation Discounts will be deducted from the rate amount and the result will be the base for the package calculation For example if a percentage package is set up with 15 the rate code it is linked to with an amount of 150 00 and a discount of 10 00 is given The package price will be 21 00 which is 15 of 140 00 Defines if inclusive packages are subtracted from the base price and the percentage calculation is on room charge only Indicates if the package will be included in the rate code or added to the rate code Defines if the package will be excluded when calculating a discount If the No Discount parameter is selected then entered discounts
51. sending emails Socket server used for the Top Vital Interface Automatic Night Audit The graphical user interface GUI is designed in a similar style to the Windows Service manager The module can be installed as a service or may be run as regular application Interface Notifier The interface notifier available with Fidelio Server sends notifications to the following 3rd party interfaces about changes in V8 HIS sending reservation ID of all modified reservations DellaVita sending reservation ID and profile ID if changes are done for guests or reservations found in the bookingdetaillist view EMS Energy Management hours before arrival time depending on the configured time in global settings Third Party MPY Interface sending global ID of merged profile read from standard trigger setup The service is available if any of the above licenses are entered in Fidelio Version8 Installing Fidelio Server as service on a workstation 1 Select RUN from the windows start menu or open a DOS Box 2 Type FidelioServer install The server is installed Installing Fidelio Server as a Windows Service on a Windows 2008 Server 1 Download the batch file WIN2K8_SESSIONO BAT from the following location on the MICROS Fidelio FTP Server V8 Tools Win2K8SessionO Win2K8 SessionO bat 2 Open SERVICES and make sure that the Windows Service INTERACTIVE SERVICE DETECTION is started 3 Install Fidelio Server as a Windows Ser
52. site Booking Booking Name Booking Early Arrival Booking Arrival Date Booking Departure Date How To s 68 Booking Late Departure 69 Booking Category 71 Booking Account Mor 72 Booking Main Market 73 Booking Market Segm 87 76 Booking Source Booking Conference Status 77 Booking Conference Mgr 78 Booking Conference No of Attendees 79 Booking Conference Decision Date 80 Booking Conference Follow up Date 81 Booking Conference Cutoff Date 82 Booking Conference Info board 83 Booking Conference Currency 84 Booking Conference Details Confirmed 85 Booking Conference FS Distributed 86 Booking Conference Function Type 100 Booking Rooms Status 101 Booking Rooms Mgr 97 Booking Rooms Decision Date 98 Booking Rooms Follow up Date 298 555 227 299 301 337 302 303 304 305 306 307 308 309 310 How To s Booking Notes Booking Guest Comment Booking Linked Profiles Booking Deposit New Booking Deposit Delete Booking Deposit Conference Amount Due Booking Deposit Conference Due Date Booking Deposit Conference Percentage Booking Deposit Conference Paid Booking Deposit Room Amount Due Booking Deposit Room Due Date Boo
53. statements on the tables SHIS SMAN and SRPD when using another table the message Table modification is not allowed will be displayed How to configure the Fidelio XML Interface via HTTP protocol Prerequisites Fidelio V8 Version 8 4 0 9 or higher Web Server Microsoft Internet Information Server v 5 0 or higher Apache 1 3 x Apache 2 0 x Standard V8 DLLs MSXML 3 0 Installation Make sure the following files are in the Fidelio Program Directory FidelioxMLInterface dll ScktSrvCommon dll FidelioWebAppSetup exe FidelioIIS Wrapper dll Copy FideliolISWrapper dll provided with each new release of Version 8 and located in the Fidelio Suite8 program folder to a folder accessible for Internet Information Service for example C INETPUB V8 Register the DII s Open a DOS box and change to your Fidelio Program Directory register the dll files as follows regsvr32 FidelioXMLInterface dll regsvr32 FidelioScktSrvr dll Configure Fidelio XML Interface Double click on FIDELIOWEBAPPSETUP EXE on the server machine Select DB SETUP from the OPTIONS Menu Configure the Database connection details Select ALLOWED WEB APPLICATIONS from the OPTIONS Menu Click the New button Enter FidelioXMLInterface DataHandler in the object name field Close the FidelioWebAppSetup p uem xm E Nus Fidelio XML Interface 17 The Fidelio XML Interface is accessible via the following URL address HTTP Y
54. such as Facebook Statistics can then be retrieved regarding the number of reservations that were created through Facebook The codes can be added as a parameter in the command line when opening Fidelio Suite8 home page This can be used for example when posting rates to social media networks and using the redirection service from bit ly Using the redirection service in the post message for rates for example allows opening the booking page on Fidelio Suite8 home page directly with the given parameters Note The redirection service bit ly for URL shortening is only available to open Fidelio Suite8 home page with parameters it does not work on a localhost connection On a localhost connection the address line to open Fidelio Suite8 home page with the parameters would look as follows http localhost v8Client Inquiry aspx market P RO amp source BUS amp channel WEB In this example on a localhost connection the market code Pro source code Bus and channel code Web is used For the redirection from social media networks the command line parameters have to be entered on the report How To s 161 How to post a message from the rate query Open the RATE QUERY ENTER ARRIVAL AND DEPARTURE DATE FOR THE RATE OFFER Click OK Select a rate Click POST NETWORKS TO DISPLAY THE POST TO SOCIAL NETWORKS DIALOG BOX AS SY ow Select a Report and click CREATE MESSAGE BUTTON to display the Message in the text box FES Post to Social Networks es
55. system How to print multiple guest registration cards 1 Activate the parameter PRINT REGCARD PER MULTIGUEST 2 In the option VIEW NAME FOR FILTERING GUESTS under Setup Configuration Global Settings Reservation Reservation 3 tab enter the view V8 SYS GETMULTIGUESTFORREGCARD if the standard view should be used For Crystal Report templates use the parameter YRES_ID For Internal Editor Templates either the parameters RESERVATION ID or YRES_ID can be used if YRES ID is used it must be the first parameter listed How to configure short message sending Short message sending allows sending short messages for example for advising a guest per short message that the reservation is confirmed or that the room is ready for check in sending birthday wishes or newsletter alerts via short message from the profile or informing maintenance employees about new or reminding them of maintenance tasks to be completed This feature is available in both the Professional and Small Business Editions and is controlled by the parameter SMS Sending under Global Settings Interface4 tab This feature is released with Version 8 8 0 0 Configuration 1 Activate the parameter Enable SMS Sending and enter the service provider information under Global Settings Interface 4 tab Currently Clickatell is the only supported gateway for short message sending Clickatell s SMS gateway enables any application website or system to send mobile messages glo
56. the BOOKING CONTACT NAME which means change of the contact e The CONF CHANGEAFTER parameter converted to text this parameter is passed when executing the report in order to hold the time for comparison Function calculation The function compares the entries in the view V8 CCM CHANGELOG If there is an entry for the number 75 then the function returns 1 the field is formatted in the color defined in the formula ChangedField If there is no entry for the number 75 then the function returns O the field is formatted in the color black How To s 197 a Format Formula Editor Font Color c Ho la Da VY om em BA SE T Crystal Syntax x 5 A Report Fields xl ZI Functions a x E 3 Operators 3 mm V8 CCM CONTRACT YEVM mil Formatting Functions B i Arithmetic 1 amp V8 CCM CONTRACT YBOM c Color Constants E mg Conversion amp V8 CCM CONTRACT YEVM dx Math 7 Lap Comparisons u V8 CCM CONTRACT YEBS LE Summary Lj En Strings a V8 CCM CONTRACT YBOM amp ff Financial amp iis Ranges a V8 CCM CONTRACT IND N E al Strings E k Boolean e V8 CCM CONTRACT YBOM E G Date Time E i Arrays E E e y ERR af Date Ranaes pg Pattern aa h cb L g EH P Vi Eug if FidelioGetChangeTypeLog V8 CCM CONTRACT YBOM ID 75 totext CONF CHANGESAFTER yyyy MM dd HH mm ss 0 then crBlack else k changedField 7 Click E to save and close the Formula Editor 8 Click OK to
57. unique API ID api id These authentication details are required when connecting to the Clickatell gateway to send a message Note For more information on managing your API connections within your Clickatell account see our API guide at http support clickatell com guides clickatell api guide php Fidelio Server Start SMS Sending Maintenance tasks 1 On the maintenance type definition it is configured if an automatic short message and if a reminder short message is send for the task The priority of the task is defined under due minutes Reminder cycles for the short message sending are set in the fields before minutes and after minutes 2 When selecting the task and choosing SMS log all information about the recipient s number the date sent and the last attempt is displayed 3 Selecting Details displays all details and allows sending the short message again 4 Start Maintenance Reminder on the Fidelio Server Configuring short message sending for confirmation letters Short messages can be send to inform the guest that the room is ready for check in or for sending a reservation confirmation number 1 Create a templates with the role confirmation letter under Miscellaneous Reports The characters used should not be more than 160 for the short message 2 The defined template can then be selected under Confirmation Letter 3 When pressing SMS button the template is opened and can be changed 4 Pressing Send button sends t
58. used are marked with a green check mark On the grid point to the column to be removed and drag it to the customize screen yellow arrows are displayed at each end of the column name Once the column has been removed the green check mark is removed from the field name on the customize screen Click the in the top right hand corner to close the customize screen 5 A message is displayed asking if you want to store the grid layout 6 Select YES to save the changes or No not to save any changes Column Properties Field Description Field name The field name as it is defined in the database table Caption The field caption Fixed Defines if the column will be fixed to the left side when scrolling to the right to view additional fields of the grid Columns marked as fixed are highlighted grey How to create a customised grid view for profile search Users familiar with the Fidelio Suite8 table structure and fields can create a customised grid view for the profile search This functionality is controlled by the parameter Custom view in Profile Search under Setup Configuration Global Settings Miscellaneous Search Screens 2 tab To add fields to the Grid Customization dialog box the view V8_sys_customxcmssearch has to be amended Example Adding the financial account long description to the profile navigator The view has to be changed as follows CREATE OR REPLACE FORCE VIEW v8_sys_customxcmssearch customx
59. used in code to identify an object 7 On the Component Palette click the STANDARD tab 8 Click LABEL and then place the it by clicking the required location on the reservation form 9 With the label still selected on the reservation form select the OBJECT INSPECTOR dialog box in order to change the properties of the label 10 Under APPEARANCE click CAPTION and enter the text to appear The policies select box is displayed on the form Booker m EE 11 Close the form customization dialog boxes by clicking the in the top right hand corner of the FRESEDIT screen A message is displayed asking if you want to save the changes Ex Do you want to save changes Confirmation 172 How To s 12 Select YES to save the changes and close all the dialog boxes 13 Click CLOSE to close the Form customization screen Example setup for an Early Arrival Fee Hs Policy Rule types Rules Deposit Hourly Fee Cancellation No show Late Departure Example setup for a Late Departure Fee Hs Policy Rule types Rules Deposit Hourly Fee Cancellation 1D No show x Early Arrival Late Departure a 15 Note An early arrival late departure fee must be posted if the user has no rights to either override the posting or cancel the posting The default check in time is defined via the option Default Check In Time under Setup Configuration Global Settings Reservation Reservation
60. voucher Vou2 For 30 EUR Currently consumed 60 EUR T Do vou want to redeem If a bar code reader is linked open the invoice and read the voucher with the bar code reader Voucher Management Search dialog box Field Number Description Article Redeemed All Redeemed Not redeemed Finalized All Finalized Not Finalized On Hold All On Hold Not on Hold Include Voided Not paid completely Last Name First Name Definition The voucher number The voucher description The Voucher Type Select this option to display all vouchers Select this option to display only redeemed vouchers Select this option to display only not redeemed vouchers Select this option to display all vouchers Select this option to display only finalized vouchers Select this option to display only not finalized vouchers Select this option to display all vouchers Select this option to display only vouchers on hold Select this option to display only vouchers which are not on hold Select this option to include voided vouchers Defines if partially paid vouchers are displayed The last name of the person who ordered the voucher The first name of the person who ordered the voucher 179 Order Reason The reason for ordering the voucher Created By The name of the user who created the voucher Created From To Limits the search to specific creation dates Send By Mail All Select this option to display all vouch
61. will only apply to the room charge Note Not valid for packages configured as percentage packages Indicates if the package will be excluded from the rate code and printed as a separate item on the folio Note If this option is selected then the allowance setup for packages is not available Select from drop down list Select from list box Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO Check YES Blank NO How To s Single per reservation Reduced Package Amount with Discount Allowance Field Returnable No Return Fee Deposit Department Code Don t post zero Wellness Statistical Value Suppress on Rate Query Only available if the parameter PACKAGES PER GUEST is activated defines if the package is by default attached to one guest only However the package can be linked manually on the package screen when editing a reservation Defines that the package amount and not the rate amount will be reduced by the percentage discount This option applies only to percentage discounts entered manually in the reservation edit screen or if a rate code is marked as a Dependent Rate with a percentage value applied Note This option does not apply to percentage promotion discounts Note If the option No DISCOUNT is selected then this option is not available
62. work The right padding of the cells of a table does not function properly when inserting the HTML in word Therefore the right padding has been added directly in the HTML For example th style padding right 5px width 16 class right field 9 TTR_Rate lt th gt on the event details report Word Merge HTML measurements measurements can be expressed in pixels PT and cm PX pixel is the smallest and most correct measurement PT can be used for fonts can be used in tables when a column or cell has to be a specific size e g 10 of the table A length expressed in the absolute units such as CM MM IN PT and PC in the HTML measurements appear as exactly that size SQL Queries The HTML report queries use mainly the Suite8 Internal Editor views they are inserted automatically when creating anew HTML report Several views and functions are provided with the release of Suite8 Version 8 9 4 1 for better reflection and presentation of data Number the queries by using comments such as 1 Queries are only executed when called in the HTML part using the commands RUNQUERY and RUNSUBOUERY Adding a query which is not executed in the HTML part will have no have impact on the performance To enhance performance only specify the fields that you need when referring to large views instead of using SELECT FROM Create all the queries in Toad or another SQL tool and test them before pasting in to the query s
63. you want to move On the toolbar the Favourites shortcut bar can be listed first by selecting the option Favourite buttons on top under Miscellaneous User Settings Appearance Tab Introduction 2 Fidelio Startup Parameters Fidelio Startup Parameters The following parameters can be used on the Fidelio Suite8 command line debug starting Fidelio Suite8 with this parameter will run Fidelio Suite8 in debug mode remotedebug starting Fidelio Suite8 with this parameter deactivates the database version check the client version check and the status bar to allow faster access when performing remote support It should be used for support purposes only nofidserverwarning this parameter can be used to start Suite8 in a test environment This may be used to deactivate the warning message displayed if there is no successful log entry within the last 1 hour on the Fidelio server for properties with CRS installed foliolog if Fidelio Suite8 is started with this parameter all activities when printing invoices are written to the log file fidInvPrint log This has been implemented to help find causes for missing invoices noballoon if Fidelio Suite8 is started with this parameter balloons prompted by the IfcBusi Dll are suppressed noELF if Suite8 is started with this parameter then no eureka log file is created however the eureka information is still available in the application error log CrystalGCNoRun if Suite8 is s
64. 0 and field11 arrivaldate 0 0 and field12 arrivaldate 0 0 dif else dif field 6 YRES_ EXPARRTIME 0 0 Note IF conditions can be used in conjunction with DIF therefore it is not necessary to change all IF conditions in the HTML files Some more information about the difference of IF and DIF The IF function is string based and the DIF function is based on the Delphi syntax check therefore some expressions working using IF do not work when using DIF for example the string if 1 is a valid expression using the same expression with DIF does not work All logical and comparing operators can be used with DIF this is not possible when using IF 45 46 String variables or constants Using DIF string variables or constants have to be in single quotation marks for example dif field 1 xcms_creditstat B Blacklist dif or dif const freetext1 dif else const freetext1 If the field freetext1 is empty then an empty space will appear otherwise the contents of the field will display string constants without contents will always return an empty space Numeric variables or constants with no decimal places Values with no decimals require no additional expression they can be used as follows dif field 1 YDET ADULTNO 0 no Persons dif or dif const RoomsToSell0 gt 0 dif const RoomsToSell0 else no Rooms to sell else Numeric variables or constants with decimal places A
65. 0 00 4 Massage Voucher 1 1 2010 8 23 2010 25 00 0 00 25 00 0 00 Subtotat 50 00 0 00 50 00 0 00 Wellness Voucher 123 Wellness Voucher 11 10 2010 11 10 2011 50 00 0 00 50 00 0 00 2 Wellness Voucher 1 5 2010 1 5 2010 50 00 0 00 50 00 0 00 v5 Wellness Voucher 1 5 2010 1 5 2011 50 00 50 00 0 00 0 00 Subtotat 150 00 50 00 100 00 0 00 Tota 450 00 50 00 400 00 25 00 How to create a voucher 1 Click the CASHIER menu and select VOUCHER MANAGEMENT The Voucher Management Search screen is displayed LIT i alos Number NEN Include voided Not paid completely Description eat Name NENNEN TY Reset Filter Article e o 43 User Log edeemed Order R o o oooO oyo x AI C Redeemed C Not redeemed i J Sj New Created By inalized 4 Edit Al C Finalized Not Finalized Created MA n Hold end By Mail Copy All C On Hold Not On Hold al C Tobesent Sent amp B Payment Number Article Description Issued From Junii clearing Date Amount Rest Amount name Redeemed Tobepaid voided print 2 Bilina 4 Edit Res HTML Comp xz sent by Post 2 Click the New button The Voucher Edit dialog box is displayed How To s 175 176 aS ES 10 11 12 135 14 8 Voucher Edit 1 Ec O x Article oucher Type C Product Value C Arrange Number Amount Consuming Guest Ordering Profile Default voucher Profile Description Text Dedicat
66. 0 Server can not be used as a Fax Server a modem has to be installed on each workstation OS Windows XP and Server Windows 2003 Best choice The fax letters can be sent from the Windows 2003 Server Windows XP can transfer the fax letters to the Windows Server 2003 which will then serve as the Fax Server A modem has to be installed on the Windows 2003 Server and the name of the fax server entered under SETUP CONFIGURATION MISCELLANEOUS gt GLOBAL SETTINGS GENERIC 2 TAB For more information on Microsoft Fax sending see http msdn microsoft com library default asp url library en us fax faxlegacy_1u42 asp Using external Fax Software can be driven by a printer usually fax numbers are not transferred to printer Note For TOBIT fax software the support fax API Application Program Interface has to be installed The fax number can be transferred via codes Installing the Windows Fax component 1 Click START and select CONTROL PANEL click ADD OR REMOVE PROGRAMS 2 Click the ADD REMOVE WINDOWS COMPONENTS icon on the left hand side of the screen 3 Select FAx SERVICES from the windows component wizard 4 Click NExT 5 Click FINISH Fax Sending Configuration 43 44 Using Tobit FaxWare Prerequisites Install the support fax API Application Program Interface Install Tobit Client as a printer on the workstation Tobit FaxWare Setup In Fidelio Suite8 the printer has to be configured under Set
67. 0 hr Message Please call the office as soonas possible Thereare important developments you should be aware of before your meeting URGENT Sincerely yours Jeff Miller A Hi A Hip al rg oF f A UL uin F i i The Seasons Hotel Translation All HTML reports are completely translatable The query sections contain a query for static text in each report using the function V8_REP_STATICTEXT v8 rep statictext Adult CONF_WLAN_ID TTR Adult The static text used in HTML reports is not linked with a specific report but can be translated via the option GENERAL under Setup Configuration Miscellaneous Report Translation The GENERAL option displays all existing translations in the database you can search for a specific string andyou can add a string and complete the translation The HTML reports using Suite8 features are translatable however the word document has to be created per language When you need to create a template per language you should link exactly the same HTML reports 94 Word Merge Most of the translated fields used in the sample HTML reports are detailed in Appendix F Translated Static Fields eo gue epo anslatio a Search Text Accounts Receivable Cashiering Common Functions Conference Management CRM Email Settings Global Settings MFPOS Setup Miscellaneous i App error log status Automatic Traces t Barcode prefixes a 1
68. 005z field lt field name EventStartTime gt 16 25 lt fleld gt lt field name EventEndDate 743 05 2005 fi eldz lt field name EventEndTime 20 25 field lt field name EventinfoBoard gt Sales Meeting field lt field namez EventPrafileName Microas Fidelio GmbH field zfield name EventPax gt 10 lt Teld gt zfield namez EventStatus Definitve lt field gt lt field name TimeStamp 30 05 2005 17 35 28 lt Tleld gt r fields gt SrO gt S OWS gt lt queryResponse gt lt response gt lt fidelia gt STATUS OK means the command or request was successful If the response code is not OK the element always contains the attribute message which provides additional information about the cause of the error 32 Online Info Board Interface The field EVENTPROFILENAME will show e The Company name if the booking has been made for a company and a contact e The Contact name if the booking has been made for a contact only If an entry was made in the field INFO BOARD PROFILE on the Event Edit screen then e The entry in the field Info Board Profile replaces the Company Name if the booking has been made for a company and a contact e The entry in the field Info Board Profile replaces the Contact Name if the booking has been made for a contact only Note Info Board Profile is mainly used in conjunction with the doorcard interface this option allows the property to enter a different name For example t
69. 012 2 Double Room s Mr Geert Peters 10 09 2012 12 09 2012 1 Double Room s Mr Roeland Cattoir 10 09 2012 11 03 2012 1 Double Room s Event Name Function Space Status Pers Seating Meeting Ballroom TEN 50 Classroom Style Coffee break intergarden TEN 50 Meeting Ballroom Il TEN 50 Classroom Style Word Merge Time 09 00 12 00 10 00 10 30 14 00 17 00 Word Merge Table 4 Table with header background and navy blue font Event Name Meeting Coffee break Meeting Function Space Status Pers Seating Rate Ballroom I 50 Classroom Style 600 00 Winkergaren 50 Ballroom II 50 Classroom Style 600 00 EUR 1 200 00 105 106 Table 5 Table with odd and even zebra effect and navy blue font Date Room Type 10 09 2012 Double Room 11 08 2012 2 Double Room 12 08 2012 1 Double Room 13 08 2012 Double Room Table 6 Simple table used in Event Details 2 for the food and beverage section with double border Food amp Beverage MWintergarden Coffee break Coffee break 50 Persons Coffee amp Tea Restaurant Lunch Menu ll 50 Persons Tomato soup with cream Lamb with herb mustard crust and baked potato Apple strudel with vanilla ize cream Ballroom I Dinner Menu 50 Persons House White 1385 Jd House Red 1982 25 cl Altamative House Rose Caesar Salad with Dijon mustard dressing and roasted chicken breast Altemative tomato soup h nestroane Red Snapper with red cunry and limes fenne
70. 1 Jeizuzillero rere 21 Socket Ger VOl si isse i Et ERE ERE NR EENRN PER 21 Bielleizitzl Toro ssc ok ik eh T 21 Fidelio XML Interface 17 H HTML EXDIOSSIODS iiir erar ai 45 I RIS 18720 MERE 31 WM OB ONO PRETETECET CETT ET TT TT 31 M Mail Server CONJO pum 35 Starting the mail server 35 O Online Info Board Interface 31 Online InfoBoard Interface 31 S SOKE OO UBI duse ie latin eE 21 T Trial Balance TSrael s n uds 191 X XML Interface een 17 14 Index 213
71. 1 Tab The default check out time is defined via the option Default Check Out Time under Setup Configuration Global Settings Reservation Reservation 1 Tab How To s 173 174 The number of minutes grace time included in the early arrival or later departure calculations are defined via the options Early Arrival Buffer Time mins and Late Departure Buffer Time mins under Setup Configuration Global Settings Reservation Policies 6 tab The default action for the application of the early arrival or late departure calculation is defined via the option Policy Rules for Early Arrival and Late Departure under Setup Configuration Global Settings Reservation Policy 6 Tab The possibility to override the early arrival or late departure fee calculated by the system is controlled by the user right Allow overwrite calculated amount under Setup Configuration Users User Definition Rights Early Arrival Late Departure The possibility to cancel the early arrival or late departure fee calculated by the system is controlled by the user right Allow cancel posting under Setup Configuration Users User Definition Rights Early Arrival Late Departure How to setup voucher management Voucher Management also referred to as Certificate Management may be used administer vouchers and is accessible via the CASHIER menu This option is controlled by the license V
72. 13 demonstrates the concept used for blocks the sample report uses only one grid which groups picked upand non picked upreservations together Block Reservations made by Micros T 1 raptas FIgG amp ello SUITES To Mrs Thomas Toast Tradeways Inc From Supervisor Demonstration Tel direct 4 49 2131 1370 Email info micros com http www micraos fidelio eu Date Neuss Monday 26 August 2015 Dear Mrs Toast Thank you very much for your interest in Micros Fidelio Demo Program This traffic calming 4 hotel welcomes you and your quests with 322 rooms and 13 conference rooms which can accommodate upon 550 persons We are very pleasedthat you selected our site as ideal location for your allotment for which we submit you following confirmation Code DEMO1013 Name Demo Booking Word Merge Start Date 15 10 2013 End Date 16 10 2013 Status Openfor tentative Pickup Allotment Details 1 Double Room 80 00 400 00 2 Twin Room 110 00 770 00 Please note that a NON guaranteed booking will be released automatically at 18 00 on the day of arrival We thank you for your reservation Meanwhile we remain at your entire disposal for any further information Sincerely yours Supervisor Demonstration Supervisor Micros Fidelio Demo Program Word Merge 91 92 Block Reservations made by MICros Tradeweys Inc Tel direct 49 2131 1370 Dear Mrs Smith We are looking forward to welcome you and your guests a
73. 7309000 Confirmation Main 7309001 Reservation Changes 7309002 Reservation Details 7309003 Party Details 730910 Confirmation Group Wm 7309100 Confirmation Group Main 7309101 Group Details 730920 Confirmation Block Wm 7309200 Confirmation Block Main 7309201 Block Details 73920 Signature User 75400 Contract with rooms 1 WM 75401 Contract with rooms 2 WM 75410 Contract Main 75411 Event Details 1 75412 Event Details 2 Report Name FCR_PMS_730900_Confirm_Ind_Chg FCR PMS 730901 Confirm Ind Det FCR PMS 730902 Confirm Party FCR PMS 7309000 Confirmation Main FCR PMS 7309001 Reservation Changes FCR PMS 7309002 Reservation Details FCR PMS 7309008 Party Details FCR PMS 730910 Confirmation Group FCR PMS 7309100 Confirmation Group Main FCR PMS 7309101 Group Details FCR PMS 730920 Confirmation Block FCR PMS 7309200 Confirmation Block Main FCR PMS 7309201 Block Details FCR PMS 73920 Signature User FCR CCM 75400 Contract Rooms 1 FCR CCM 75401 Contract Rooms 2 FCR CCM 75410 Contract Main FCR CCM 75411 Event Details 1 FCR CCM 75412 Event Details 2 Parameter to test CONF YRES ID CONF YRES ID CONF YRES ID CONF YRES ID CONF YRES ID CONF YRES ID CONF YRES ID CONF YGRP ID CONF YGRP ID CONF YGRP ID CONF YBLH ID CONF YBLH ID CONF YGRP ID NONE CONF YBOM ID CONF YBOM ID CONF YBOM ID CONF YBOM ID CONF YBOM ID Word Merge HTML HTML HTML HTML 736 7362 Word 73620 HTML HTML 75420 Rooms Indiv
74. 9 Nov 2012 e 89 New cover page July 2015 e 82 Oracle template applied Preface 1 Introduction Starting Fidelio Suites If an index is missing for any one of the tables listed below then an alert is displayed when starting Fidelio Suite8 WMLG WLOG ZPOS WDAT SHIS SRPD WRPD It could happen that a table has no indices in the event that a table was renamed for support purpose Renaming a table carries the indices to the renamed table Customising Fidelio Suite8 Grids Many of the grids in Fidelio Suite8 may be customized according to the needs of the property The customization options available are DISPLAY FIELD NAMES displays a list if the grid column names with their field name and type CUSTOMIZE opens the customize dialog box so that columns on the grid can be added changed or removed RESTORE DEFAULTS applies the default settings for this grid SHOW DEFAULTS applies the default settings to the current grid view however any customized settings are used the next time the grid is displayed Select PRINT to print or export the existing grid layout the possible export formats are ASCII File CSV Format HTML Document or an Excel Document Note The print or export function should be used before changes to the grid will be saved How to display field names 1 Place the cursor in the grid and right click to display the short cut menu Select all Select none Invert select
75. BANKACCOUNT lt th gt lt th gt SP HOTELBANKBIC lt th gt lt th gt SP HOTELBANKIBAN th lt Contact and company information Zth ADDRESSGREETING tn lt th gt CONTACT ADDRGREETING lt th gt Executing the word merge report Running word reports from the print menu of any module is identical to running reports created with the internal editor crystal or HTML reports except for the display of the WORD EDITOR window Ba Print Booking Demo Booking Word Merge 15 10 13 ID 1316 Templates 75400 Contract with rooms 1 WM hd Select start time of changes Language English m Pref Distribution Family Greetings Booking Linked Profile Company MICROS Fidelio GmbH Ltd Booking Linked Profile Individual Toast Thomas Word Editor Word Merge 83 84 The WORD EDITOR window ensures that the Word document is opened maximized on top of all other open windows and that Suite8 is not accessible until the word document is closed The Word Editor window acts independently of any other word document which might be open before the execution of a word merge report Word Editor In the event that Microsoft Word hangs and that the document cannot be closed then ALT F4 can be used to close the Word Editor window Note It is important to be aware that Suite8 is not accessible when the word document is open How does the execution of a word merge report work Select the required word merge template report in the co
76. Board Interface The Online Info Board interface is used post electronic signs for conference and function spaces The Online Info Board requires installation of the Fidelio XML Interface Standard Edition and activation of the CCM Info Board Interface license under Setup Miscellaneous License V8 Sub Licenses Software Interfaces There are two options available for the transmission of booking and event information The provider of the doorcard system sends a request for the info board information in this case MICROS Fidelio provides a XML file called EventInfoBoardRequest xml This is standard for online info board Fidelio Suite8 creates the file EventInfoBoardRequestResult xml and the data can be retrieved from this file With both options the file contains only events With an event status defined as DEF Which are within the defined date and time range The field Info board is completed on the event edit screen A function space is linked The XML request includes the BOOKING ID which can be used to display the online info board information on the television in the guest rooms Configuring Fidelio Server The Info Board may be configured by selecting Info Board from Fidelio Server and clicking the SETUP button to display the Info Board dialog box e Info Board n Export File Ic temp p v Interface URL http Aocalhost V8 FideliolIS Wrapper dll FidelioXIv User name XML IFC User Name Passwor
77. Communication Information Arrival departure number of persons notes The HTML sub reports The HTML Section sub reports use a one to many relationship and return the details belonging to the main html data Examples of section sub reports could be Reservation details belonging to a reservation Event details belonging to a booking Block details belonging to a block Group details belonging to a group Deposits belonging to a booking or reservation Word Merge An HTML section report can contain many groups Data depending on the ID of other records can be placed in the same HTML report for example the event details HTML report displays all events for a booking per event all F amp B and Miscellaneous items are shown When displaying records directly linked to the main booking such as when indicating billing instructions or deposits applied to a booking then a separate HTML report is required The HTML report takes care of the formatting it is possible to apply styles colors fonts and others HTML elements for example tables or div s DIV elements are used for applying generic organization and styles For more information about HTML please refer to the following URL address http www w3schools com html When editing a HTML Report from the Report Section the HTML Report Designer is opened Editing a HTML Report sli x V Load From Pie c fidelo htri Tablereservation Status htm a HTML zIDOCTYPE HTML
78. Departure Date TTR Dear Sir Madame TTR End Date TTR Food Beverage TTR From TTR Group Details TTR Guest Name TTR Miscellaneous TTR Nights TTR_ Packages TTR Payable by TTR Per Night TTR Pers TTR Reservation Status v8 rep statictext Reservation Changes CONF WLAN ID TTR Reservation Changes v8 rep statictext Reservation Details CONF WLAN ID TTR Reservation Details v8 rep statictext Room Rental CONF WLAN ID v8 rep statictext Room Type CONF WLAN ID v8 rep statictext Room Number CONF WLAN ID v8 rep statictext Rooms CONF WLAN ID Word Merge TTR Room Rental TIR Room Type TTR Room Number TTR Rooms 103 104 v8 rep statictext Sincerely yours CONF WLAN ID TTR Sincerely yours v8 rep statictext Start Date CONF WLAN ID TTR Start Date v8 rep statictext Status CONF WLAN ID TTR Status v8 rep statictext To CONF WLAN ID TTR To v8 rep statictext Total CONF WLAN ID TTR Total v8 rep statictext Total amount rooms CONF WLAN ID TTR Total amount rooms v8 rep statictext Total Overview CONF WLAN ID TTR Total Overview v8 rep statictext Total Stay Rate CONF WLAN ID TTR Total Stay Rate Appendix G Tables styles used in the CSS file Table 1 Simple Table Arrival Departure Per Night 2 Twin Room 1 Double Room Total amount rooms EUR 495 00 Table 2 Table with header background Guest Name Arrival Departure Room Type Miss Karina Abikie 10 09 2012 12 08 2
79. EDIT TRIGGERS to display the Interface trigger setup 185 3 Interface trigger setup bs ee ia Rate etal Boc reservation Scheduled Task Serenata_3rdPartyRes_Email ll Check 3 Uncheck d Opposite amp Cancel All the available trigger types are available to be activated however only the trigger types CUSTOM XCMS and RESERVATION YRES are able to pass the ID XCMS_ID YRES_ID of the trigger record to a report or for use in additional validation The parameter is called TRIGGER_PARAM Select the required trigger type and click Check to select Click OK to close A message is displayed that The task will be saved click OK to close the message Additional validation can be defined so that the task is only executed if the condition is true 8 In the RUN CONDITION box enter the validation this example uses TRIGGER_PARAM as additional validation select 1 from yres where yres_id TRIGGER_PARAM and nvl YRES CRSSYSTEM lt gt S8HP Run condition E Edit triggers select 1 from yres where yres id TRIGGER PARAM and nvl YRES CRSSYSTEM lt gt S8HP 9 Click OK to save the scheduled task 186 How To s How to configure the scheduled task using a parameter in the recipient list 1 On the MISCELLANEOUS menu select SCHEDULED TASKS 2 Configure the scheduled task as required 3 In the RECIPIENT LIST box enter the validation this example uses TRIGGER_PARAM as a parameter Select recipien
80. ELLANEOUS menu and select REPORTS or press CTRL SHIFT R Select the sectionTEXT TEMPLATES gt FO and create a new sub section called CONFIRMATION LETTERS WM see How to create a report section The SECTION ROLE must be defined as BLOCK and the SOURCE TYPE must be defined as WORD In the demo database this sub section is located under TEXT TEMPLATES gt FO 7 Text Templates E 71 CRM E 73FO l 730 Confirmation Letters bw 7300 7301 Conf Letters ED M 7302 Confirmation Letters CR i 7303 Conf Letters HTML 7304 Conf Letter Subject 7305 Webbooking 7307 Group Conf Letters 7308 Block Conf Letters Dg 7309 Confirmation Letters WM With the CONFIRMATION LETTERS WM section selected click the IMPORT button Import the report FCR PMS 730920 CONFIRMATION BLOCK Create the sub section for the Word Merge Templates 5 Select the newly created section and create a new sub section called HTML PARTS The SECTION ROLE must be defined as BLOCK and the Source TYPE must be defined as HTML REPORT In the demo database this sub section is located as follows 7309 Confirmation Letters WM E 73080 Confirmation Indiv WM H 73091 Confirmation Groups WM I 73092 Confirmation Blocks i 730920 Html Parts Import the following HTML reports in to the HTML PARTS sub section FCR PMS 7309200 Confirmation Block Main FCR PMS 7309201 Block Details Linking the imported reports to the Word Template 7 8 9
81. F_YBOM_ID MESSAGE ID MESSAGE ID MESSAGE ID 99 100 xxx lt ID gt mHTML reservationdetails lt ID gt HTML P lt lt EVENTDETAILS gt gt Sections in lt lt XXXXXX gt gt lt lt RESERVATIONDETAILS gt gt Sections names between lt lt gt gt and always upper word merge case lt lt GROUPDETAILS gt gt Field no format Numeric fields Eddie IOT NEI REV Field formatted using in queries part tabla FTOT NET REV V8 FNC NUM TO CHAR FORMATINCY ETT ME Teport FCTOT_NET_REV Field formatted using V8_FNC_VALCURR_FORMATING Appendix E Suite8 Scripting and Functions Some functions used in the queries were added or modified Some scripting functions were added for the HTML part of the report Scripting is referred to when using functions of code provided by Suite8 in the HTML part Some views and functions were added or modified to better support the word merge reports All SOL functions are documented in the function itself Most common Suite8 Scripting and Functions Section Function Scripting Use SOL queries V8 FNC NUM TO CHAR FORMATINCGCY Format of numbers decimals V8 FNC NUM TO CHAR FORMATINGY Format of number decimals with currency Replaces or strips carriage returns in the result of existing functions with its HTML equivalent Eg if V8 FNC REPLACE NONHTMILI the address field of a view contains chr 13 chr 10 the function will replace it with lt br gt to have the address aligned correctly Tra
82. G1 TgpColumn TIntegerField Child XCAG2 TgpColumn TIntegerField Teenager XCAG3 TgpColumn The list can be copied to the clipboard or saved to a file 3 Click OK to close the list How to customize a grid 1 Place the cursor in the grid and right click to display the short cut menu Customize Restore Defaults Show Defaults Print 2 Select CUSTOMIZE to open the customize screen Introduction NE LEE P 7 Customize Address BONUSCARDNUMBER City Communication Country disabledforhc Display DUPLICATEBESTPOINT DUPLICATECOUNT DUPLICATEEXISTS DUPLICATERECORDS Mail Manager MASTERCOUNT 4 is l l ll l l l I s I ls I ls The fields already used are marked with a green check mark Click the PENCIL button to view or change the column properties To move a field to the grid select the field and drag it to the required position Click the in the top right hand corner to close the customize screen A message is displayed asking if you want to store the grid layout Confirmation Do you want to store the grid layout Select YES to save the changes or No not to save any changes How to remove a column from a customized grid 1 2 4 Introduction Place the cursor in the grid and right click to display the short cut menu Customize Restore Defaults Show Defaults Print Select CUSTOMIZE to open the customize screen The fields already
83. HEDULED TAsks from the MISCELLANEOUS menu Selecting the task and click the ExEcUTE button if the export should run for a specific date range click the PRoMPT RuN button and complete the dates Next Run new Email Birthday Mailing Report 11 04 2010 12 37 40 PM dut Event Types Report 17 03 2010 3 41 21 PM 16 03 2010 3 37 00 PM i Edit ML EOS Export Report 11 03 2010 10 34 33 AM SE Delete LA copy Execute eid Prompt Run 115 Note This functionality is available for CST International a provider of video enhanced online surveys Note A full description of the setup is available in the document Fidelio Suite8 XML Export VEOS PDF Signature A signature can be defined per user and can then be added via the Internal Editor to emails and correspondence Signature functionality requires the following The user signature in graphic format jpg bmp or XCED The signature graphic linked to the user name in the configuration The addition via the internal editor of the function Signature userID to the relevant document Signature functionality can be defined for the logged in user or for a specific type of user id such as the conference manger or responsible employee Selected from the Data Source If the same signature is to be used on the document for example the signature of the General Manager then the scanned signature should be placed directly in the document and not via the signature function How to defi
84. ID FromDate Toate Add the hotel identified to Global Settings 1 Click the SETUP menu and select CONFIGURATION 2 Select GENERIC from the GLOBAL SETTINGS menu and then select GENERIC HOTEL INFO 3 Click ADD KEY and enter the hotel identified name VEOSExPORTHOTELID in the User Defined Setting field 4 In the VALUE column enter the Hotel Identifier provided by the VEOS system in the following example the identifier ABC is used Generic 1 Generic 2 Generic 3 Generic 4 General Hotel Info 5 Telephony 6 Mame value OPTIMSACCOLUMT DEMODE VEOSExportHotelID ABC Create the scheduled task 1 Click the SETUP menu and select CONFIGURATION 2 Select ScHEDULED TAsks from the MISCELLANEOUS menu 3 Create a new scheduled task the FTP Configuration and File Name must be adapted to the provided ftp connection details and the Result File Name must be changed to replace ABC with the proper Hotel Identifier How To s 8 Scheduled Task configuration EB Name XML VEOS Export Type Report C HTML XML Export Report definition lve XML Export Veos IFC s Export Format HTML estination C FIP C E Mail File C HTTP Export Path C Fidelio XMLExport Result File Name wp CST_dep_ABC_ hoteldate 1 xml yyyymi chedule Rhythm After Might Audit Inactive Run condition oft Cancel Running a manual export 1 2 B How To s Click the SETUP menu and select CONFIGURATION Select Sc
85. LLINVOICEDATE under Setup Configuration Night Audit Custom SQL Queries 6 Use the trial balance report FCR PMS 4501 TRIAL BALANCE SEPVAT RPr instead of the standard report How to setup function sheet with changes Conference and catering reports such as function sheets can be formatted so that information which has changed is displayed in a different color When the report is previewed or printed a comparison point can be selected and any changes since that point are displayed on the report in the formatted color Key Points Sections of a report can be formatted to display changes Individual fields on a report can be formatted to display changes The changes which can be displayed are based on the entries in the user log The comparison points which can be selected are e Creation date of the booking e Printing time of the report e Changed contract number One report can be defined and changes will be displayed depending on whether the OptionSELECT START TIME OF CHANGES is selected If the option is not selected then today s time How To s 191 and date ares passed to the parameter which will produce the report without changes indicated It is not necessary to define two reports The report template 75004 FUNCTIONSHEET WITH CHANGES is part of the standard reports supplied with Suite8 Functions sheet with changes requires the following setup Activation of the parameter DISPLAY CHANGES IN CCM REPORTS under S
86. NEw FOLDER to display the Select mail folder dialog box Be Select mail folder e amp z BBD Archive Folders 0 5 bk Select all bk Deselect all 6 Select the check box next to the folder from which the mails are to be imported and then click OK WebDav 7 Complete the URL address of the Exchange Server this can be entered either with the IP address or the Computer Name 8 Enter the USER name and PASSWORD WebDav http ip address Exchange User Demo Pwd BEMBE DDR How To s 139 Suite8 will now connect to the specified mail box and display all the available folders Note Verify the connection details if no folders are listed 9 Select the check box next to the folder from which the mails are to be imported Backup Folder A backup folder must be assigned as when the mails are imported they are copied first to the backup folder then they are imported to Suite8 and finally they are deleted from the incoming folder on the exchange 10 With the required folder selected click PROPERTIES to display the Mail folder properties dialog box Mail folder properties Add subfolders automatically Backup folder Inbox Moved 11 Select the Backup folder and click OK 12 Click OK to close the Mail source configuration screen User rights for sources once the sources are defined the user rights have to be set and define which Suite 8 users User groups can see the mails coming from the defined so
87. OUCHER MANAGEMENT The integrated Voucher Management allows easy administration of Vouchers provided by the property without using an external voucher management system From the cashiering drop down menu all vouchers are displayed when pressing the Search button additional filter criteria such as the voucher number and description as well as display options such as displaying all redeemed or not redeemed vouchers can be set in the query fields When the voucher number is entered or read by a bar code reader the invoice is checked for the posted revenue department codes and if there are valid postings for the voucher the voucher is redeemed Only value vouchers are redeemed without checking the department codes on the invoice Voucher can also be sold using Fidelio Suite8 home page amp Telecash The report FCR PMS 4588 Voucher Mgmnt rpt lists all vouchers with a summary of voucher details and is part of the standard Fidelio Suite8 reports How To s Micros Fidelio Demo Program Voucher Summary printed on 10 14 2010 Page 1 of 1 incl Voucher Details Printed on 10 11 2010 14 57 Supervisor Demonstration Voucher No Voucher Name Valid from Valid until Amourt Redeemed Restamount To be paid Massage 10x 5789 Massage 10x 11 10 2010 11 10 2011 25 00 0 00 25 00 25 00 3 Massage 10x 1 5 2010 1 5 2010 225 00 0 00 225 00 0 00 Subtotat 250 00 0 00 250 00 25 00 Massage Voucher 1234 Massage Voucher 11 10 2010 11 10 2011 25 00 0 00 25 00
88. OUR SERVER NAME VIRTUAL DIRECTORY NAME FIDELIOIISWRAPPER DLL FIDELIOKMLINTERFACE DATAHANDLER Using multiple connections 1 Double click on FIDELIOWEBAPPSETUP EXE on the server machine 2 Select DB SETUP from the OPTIONS Menu 3 Configure the Database connection details for all database connections To access Fidelio XML Interface use parameter ic code in the URL address HTTFP YOUR SERVER NAME PORT VS8 FIDELIOIISWRAPPER DLL FIDELIOKMLINTERFACE DATAHA NDLER IC2M AS XML Interface Installation Guide See the XML Interface Installation Guide pdf for a guide to configuring the Fidelio Suite8 XML Interface to work via TCP IP Sockets or via HTIP protocol Fidelio XML Interface 4 XML Profile Import The XML Profile Import is used to import profiles from one oracle database to another Based on views and functions in the source database data is imported and translated into the relevant fields in the target database Membership type handling has been added to the standard edition of the XML interface Functionality has been added allowing the retrieving of reservations and block reservations but not creating and updating See the XML Profile Import pdf for a guide to configuring the interface for XML Profile Import XML Profile Import 19 5 Fidelio Server The module FIDELIO SERVER is used to run various processes It is currently used to run the following but it is designed to run additional processes E Mail server to enable
89. Open the Word 2010 2013 program Click the File tab Select Options button to display the Word Option dialog box Click Customize Ribbon In the Customize the Ribbon column choose Main Tabs Select the option Developer Click OK the Developer Tab is displayed on the Ribbon Note The version of Word must be 2007 or higher The PDF conversion function used when sending a letter as a PDF is not available in older versions of Word The Format of Word 2010 does not support Macros therefore all documents have to be saved using Office 2007 compatibility doc format Word Merge When changing a word merge report in the report configuration or when running such a report in Suite8 other Word documents apart from Suite8 can be opened and MS Word can be used as usual Suite Configuration There are no specific settings required to activate word merge however the following parameters should be defined Definition of Internal Editor as the default EDITOR under Setup Configuration Global Settings Reports Report 1 tab Default report language Default Engish Print collated copies Excel Export contains data only no headers Maximum size of stored files Kb 100 000 000 00 Procedure report printer setup Lists amp reports printer setup Lists and Reports Editor Internal Editor Do not dear cache folder upon exiting V8 Use unique cache folder per workstation Iw Use user s email as sender a
90. Oracle Hospitality Suite How To Manual Release 8 9 July 2015 ORACLE Copyright 1987 2015 Oracle and or its affiliates All rights reserved This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government then the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs in
91. RR re Preview izE rM Language English 3 4 E Mail Fax 2s Close 16 Click E MAIL or FAx to email or fax the voucher respectively 17 Click PREVIEW to display a preview of the voucher the voucher may be printed directly from the preview screen How To s 177 178 Preview les Peter ati amp 6aa micros KiIDELIO Massage 10x Number 2012 for Default Voucher Profile 225 Euro 18 Click the Printer icon to print the voucher or click the Close Door icon to close the preview screen How to print the voucher 1 Click the CASHIER menu and select VOUCHER MANAGEMENT The Voucher Management screen is displayed 2 Click the PRINT button The template defined under Global Setting gt Generic3 tab is printed How to redeem a voucher 1 Click the CASHIER menu and select BILLING Enter a valid Cashier Number Open the invoice of the guest with the voucher to redeem al d s Select MANUAL VOUCHER REDEMPTION from the OPTIONS menu How To s Please enter voucher number X Voucher number OO Cancel Enter the Voucher number When the voucher number is entered or read by a bar code reader the invoice is checked for the posted revenue department codes and if there are valid postings for the voucher the voucher is redeemed Only value vouchers are redeemed without checking the department codes on the invoice A message prompts consumed items of the invoice and confirms the redemption x 9 Value
92. RVATIONS Click RATE MANAGEMENT and then select RATES Select the required RATE CoDE and click EDIT Select the More tab Select the required Po_icy for this rate code coe Rate Package Link Header Yield web More pictures M ok E Zsa RSENS TGS SCOP IELTS Attribute Category 3Indude Day Types Calculation Y set DRA Dynamic Rack Rates Norma v Values Rate Availability Level l Delete Linked Attributes Follow availability of Attributes Policy rp Standard Policy Arrangement Code i Rate information Confirmation Letter z Standard Rate Child Age Group Rate Details Prices Package Link Detail Yield Detail From Date ToDate RoomTypes Rooms Seasons Byw 12 09 2012 12 09 2015 SU 4 12 09 2012 12 09 2015 DR TR Start date End date 42 Copy NEIE ERIS SM 12 09 2012 12 09 2015 Delete Default market code Yv Room types SU Room numbers Promotion Q Cancel 6 Click OK to save the rate code If there are future reservations with this rate code then you are prompted to update those reservations How to check in a guest and post an early arrival fee 1 From the Reservation Navigator select the reservation to be checked in 2 168 Click the CHECK IN button A message is displayed asking Do you want to post 20 00 EUR early arrival fee Click YEs to post the early arrival fee A
93. S LIABLE OF ALL if 2CONF OUTPUTDEVICE 0 then else ClientSignature Width 300 Height 50 THE GUEST ACCEPTS THAT T I GUEST CREDIT CARD ANY OU PARKING IN FRONT OF THE 01 THE GARAGE IS A PUBLIC GAR Signature t a ae nr grana al te at yn ung gn yr nnn yn nnn s urn gr urn nang unn mde WEClentSignaturs 5 amp Frag Wm 3 Use a format field Color formula CRWHITE in order to hide the content on the report output Format Editor Family Name Ex E Common Border Font Paragraph Formatting Hyperlink d Style Standaard Postal Code E Size w F I802 SAAE E Format Formula Editor Font Color THE GUEST IS LIAG THE GUEST ACCER GUEST CREDIT CA Xl Ed Report Fields a xg puces xi E gp Operators 1 aj i j aa Ve REP HEGCARD ARI aj d Fomating Functions f F PARKING IN FROWN I i 1 um V8 HEP HEGLARD DEI Color Constants a THE GARAGE I8 A Ff rm V8 REP REBCARD GR ij Math r E m V8 _REP_REGCARD NO lah Summary s i em V8 REP REGCARD RO E a Financial m a i P mmVB HEP REGCARDXCI e Strings e um V8 HEP REGCARD XCF E DateTime s oa m ot EI E Date Ranges 1 4 1 PAPE AE AE PEF FFF C 3 a5 1 4a P J if CONF_OUTPUTDEVICE 0 then 1 crBlack else crWhite Registration card templates are defined under Miscellaneous Reports Text Templates The default registrati
94. SS SP HOTELZIPCODE SP HOTELCITY SP HOTELWEEB SP HOTELEMAIL SP HOTELFAX SP HOTELTELEFON SP HOTELBANKNAME SP HOTELBANKACCOUNT SP HOTELBANKBIC Match Fields 7 Select the required merge field and click INSERT The merge field is inserted at the selected location in the word document Word Merge 79 80 dd s Home Insert Page Layout References E Mailings Review View Developer Acrobat E iE IE a B ES E um IN A LXI m z DRE Envelopes Labels Start Mail Select Highlight Address Greeting Insert Merge Finish amp Mergeto Merge Recipients ira List Merge Fields Block Line Field Update Labels Results y Auto Check for Errors Merge Adobe PDF Create JL Start Mail Merge Write amp Insert Fields Preview Results Finish Acrobat Reservations TTR To TTR From TTR Date LETTGREET LASTNAME Thank you very much for your interest in SP HOTELNAME This traffic calming 4 hotel welcomes you and your guests with 322 rooms and 13 conference rooms which can accommodate upon 550 persons We are very pleased that you selected our site as ideal location for your reservation for which we submit you following confirmation 8 Click CANCEL to close the Insert Merge Field dialog box 9 Repeat steps 5 8 for all the required merge fields 10 Save and close the document 11 Click OK on the Report Edit screen The word document is
95. The number of the WLOG TYPE in this example 116 which is the EvENT No OF ATTENDEES which means a change in the number of event attendees e The CONF_CHANGEAFTER parameter converted to text this parameter is passed when executing the report in order to hold the time for comparison Function calculation The function compares the entries in the view V8 CCM CHANGELOG If there is an entry for the number 116 then the function returns 1 the field is formatted in the color defined in the formula ChangedField If there is no entry for the number 116 then the function returns O the field is formatted in the color black e Format Formula Editor Font_Color ix v C F oh A az i 2 T2 zi Crystal Syntax x E A Report Fields x E gl Functions x B jh Operators UM Em V8 CCM CONTRACT YEVM EY EH gib Formatting Functions Ki i gu V8 CCM_CONTRACT YBOM_ zi fe Color Constants a V8 CCM CONTRACT YEVM fg Math em VB CCM CONTRACT YEBS E c if Summary g V8 CCM CONTRACT YBOM zi c fe Financial 8_CCM_CONTRACT IND_N zi gie Strings Li 2 Va CCM_CONTRACT YBOM_ zi gi Date Time Lah Arrays mm m El qi Date Ranges f Pattern if E ERA d gag ed cr a SER 116 totext CONF CHANGESAFTER vyyy MM dd HH mm ss 0 then crBilack else ChangedField 7 Click E to save and close the Formula Editor 8 Click OK to close the Format Editor How to display the background of a section in a differe
96. Word Met Se RebDOPDas oett oe besitos eit ata trees MM cU Mucscd dac usse 58 LETME REPOT iseia t uu bb e bun nutebequndutiuc uncta cre ence Recette dd 60 Report Fatis ssest estia satu bp a ecu Ub nuu conuat bunc ucc aD edocet qae 62 porine the feport exalTpl6S narei vetet oda ind pb aet HUS bulobdSh ed convivis tan 63 Create anew Word Merge REPOR adeguati ou DURUM Ed vi dapes e Uv SU pL dioe ebd ns 73 Adding and adjusting the HTML sections in the word template 75 Addme merge fields to the word report iei rea eene roe e id Rd 79 Adding or changing fields to the main HTML report eee eeeseeeesseeeeseeeesaeeens 80 Executins the word merge reports osi pete o ety oae Rat dni tiled oie tite 83 Microsoft Wordand EEE aieo eoo erect ekle Pe tae tea natae bata eile dunive wits 84 DID EIE D EIE MEL Md 64 Word Features such as Pictures Logo s and Shapes esses 85 Word Merse for Fi ME ema Dody 5 soa eU a bone tes tissues dto Miu dias 86 Primed ch cng e asm nee reer Renae I ao xn ee ALL ee er et ee eee 88 Translation usps ute te hated c ms Eo ta xo Pup cae oes to Lies ied dale nacs un rasa teens natant tates cal 94 AppendbcxsTheVI3eto ssosdi ott pati tette itte utm rane Rate merry Parry utro 95 Appendbeb s VoWerdVIeree CSS ento r er anna ptecitumuda tul eme baotintec do un tcs dota 97 Appendix C Sample Reports in Demo Database eee 98 Appendix D Naming COBVeDHOT S 55 52 05 26129108
97. YBOM CON YEST ID YEST CON LONGDESC YBOM CONTACTONSITE YBML CONF XCMS ID YBML CONF NAME YBML CONF XCED INITIALS YMBL CONF XCED LOGIN YMBL XCED TITLE YBML CONF PHONE LONGDESC YBML CONF TELEFON YBML CONF PHONE TYPEID YBML CONF FAX LONGDESC YBML CONF TELEFAX a YRMI CONE FAX TYPFEID of Ld Description Signature ConfMgr signature BOOKING Y BML CONF XCMS ID Cancel 10 Click OK to insert the function into the document How To s 119 120 We look forward to welcoming you and your quests ta the Hotel Fidelio TTR Yours sincerelys oP HOTELNAMEs eolqnature Coanthlgrs BOOKING BML_CONF NAMEs IR Booking Cont gr Titles IR Booking Caonfiar PhaneDescs Booking Cantar Phones IR Booking ConfMugr ErmailDescs Booking Conflar Emails 11 Click SAVE on the FILE menu to save the document 12 Click CLOSE on the FILE menu to exit the Internal Editor screen 13 Click OK to save the changes and exit the Report Edit screen 14 When the report is run the conference managers signature will be displayed as follows We look forward ta welcoming you and your quests to the Hotel Fidelio Yours sincerely Micros Fidelio Demo Program afl p p L ni i a Demonstration Supervisor Conference Manager Phone 030 380 475 0 Email infogernicros corm User Signature Examples Module User Suggested Function Field Description CRM Logged In
98. addresses are displayed H Emails Batch alidate n x Mat validated 6c Walid 0 Mot walid Close 4 Click START to start the validation process How To s Not validated Valid jc xo Statt Mot valid HL Stop 24 11 2009 2 07 01 PM Process started 24 11 2009 2 07 01 PM Retrieving list of emails For validation 24 11 2009 2 07 01 PM Validating email address info micros com MICROS Fidelio GmbH ae Ir Se F MIOSC L 5 Click CLOSE to close the dialog box Note The procedure will stop if for example invalid text such as a telephone number has been entered in the email communication type Email validation functionality is controlled by the parameter Validate Email Address and the completion of the Email Validation URL under Setup Configuration Global Settings Profile Profile 2 tab XML Export for VEOS from CST CST International is a provider of video enhanced online surveys VEOS for short Video enhanced online surveys provide the properties with the opportunity to exhort enthuse and explain on the same screen as the survey itself With VEOS the video appears to the left of the screen while the survey is running on the right the video can be paused restarted or replayed XML Export for VEOS from Fidelio Suite8 is based on an XML Report using scheduled tasks Fidelio Suite8 Requirements An HTML report has to be created and the file VEOS IFC qry import
99. and the SOURCE TYPE must be defined as HTML REPORT In the demo database this sub section is located as follows Word Merge 7309 Confirmation Letters WM EI 73090 Confirmation Indiv WM EI 73091 Confirmation Groups WM 730910 Html Parts 6 Import the following HTML reports in to the HTML Parts sub section FCR PMS 7309100 Confirmation Group Main FCR PMS 7309101 Group Details Linking the imported reports to the Word Template 7 Select the report 730910 CONFIRMATION GROUP WM 8 Click the REPORTS PARTS button Complete the Report part dialog box for each report as per the table below 9 Click NEW 10 Select the REPORT from the drop down list 11 Enter the FILENAME and the number of the EXECUTION STEP 12 Click SAVE Repeat steps 9 to 12 for each report listed in the table below Report Filename Execution step 7309100 Confirmation Group Main main HTML 1 7309101 Group Details Groupdetails ID HTML 2 73920 Signature User Signature ID HTML 3 Once all the reports have been added the Reports part dialog box will look like this Ke Report parts Report part Name Beecston step 7309100 Confirmation Group Main main html 7309101 Group Details groupdetails ID html 73920 Signature User signature ID gt mhtml 13 Click CLOSE Word Merge 69 70 How to import word merge reports from block Create the section for the Word Merge Reports under Front Desk or Reservation 1 2 d 4 Click the MISC
100. annot be redeemed Reason Mandatory to enter a reason as to why the voucher has been placed on hold 180 How To s Voucher Payments via Interface As of IFC8 Version 8 7 4 0 and Suite8 Version 8 9 0 5 voucher payment can be performed via the interface the payment is then linked to the voucher number in Suite8 The following configuration is required e A payment method for voucher redemption must be configured on the Micros POS e This payment method must be defined as a CASH amp CREDIT CARD method with a linked pay master in Suites e Auto balancing must be disabled for this payment method e In Suite8 the VOUCHER TYPE must be a defined as a Value voucher and the option PARTIAL REDEMPTION ALLOWED must be selected e Voucher numbers are case sensitive and therefore it is strongly recommended to define a number template on the voucher configuration When redeeming a voucher Suite8 automatically post the voucher credit to the target account so that the balance is reduced Voucher management functionality is controlled by the license code Voucher Management under Setup Miscellaneous Licence V8 Sublicenses Property Management Voucher management functionality is controlled by the user rights View Edit Insert Print Reprint and Billing under Setup Configuration Users User Definition Rights Voucher Management The default paying guest profile voucher number cycle and other parameter
101. are allowed supporting various styles of message layout The URL address of the properties web site can be posted by using the function ShortenURL How To s 165 How to post an advertisement 1 Click Post NETWORKS TO DISPLAY THE POST TO SOCIAL NETWORKS DIALOG BOX 2 Click ADVERTISEMENT to display the Advertisement Ticker Config dialog box BH Advertisement Ticker Config aj Fon Name y ck Advertisement Dates fe Scan e Browse Reservation Dates rm Inactive Web Enabled Rate Query a 3 Complete the advertisement details as per the Advertisement Ticker dialog box Note When using TWEET and ADVERTISEMENT on the Post Networks dialog box the ADVERTISEMENT configuration must be completed before sending the TWEET as the dialog box closes after posting to Social Networks and confirming the post successful message 166 How To s How to set up and use early arrival and late departure policies Policies can be defined to post early arrival and late departure charges A policy is defined to take some sort of action when a certain set of circumstances is met for example if the guest checks out at 15 00 and the check out time of the property is 12 00 then a policy can be defined to charge the guest a late check out fee for the extra 3 hours There are three possible actions for the application of the policy Do nothing no early arrival fee or late departure fee is posted automatically however it is still possible to
102. as the package is not discountable An allowance is the amount the guest is allowed to consume Select this option if the package is to be setup with an allowance the allowance can then be configured on the Allowance tab This option is only available if the parameter ADVANCED PACKAGE HANDLING is active Definition Defines if the package element is a returnable item Note Only available if the parameter RETURNABLE ITEMS is active under Global Settings Reservation 4 tab Defines the fee for the package item if it is not returned Defines if a deposit is required for the item Defines the department code on which the deposit and or no return fee is posted Defines if the charge results in zero it is not posted Defines if this package is available for Leisure bookings Defines a statistical value for the package This may be used for example to calculate covers for packages Defines if the package is displayed on the Rate Query XML Interface and Fidelio Suite8 Homepage Note This option is only available on packages not defined as INCLUDED Check YES Blank NO Check YES Blank NO Check YES Blank NO Legal Values Check YES Blank NO Enter a charge for not returned items Check YES Blank NO Select from list box Check YES Blank NO Check YES Blank NO Numeric value of up to 30 digits with 4 decimal places Check Package not displayed Blank Package displayed
103. atches are made using the email address and any matching profiles are linked automatically The email address in the column SENDER and or RECIPIENT is updated with the PES name Gundel G Platter Luis Please make following reservations SUE 5 23 15 PM X The guest profile details can be displayed by selecting the HTML option and then clicking the PROFILE tab at the bottom of the screen Guest Recognition Statistics Name Gundel G 9 Room Nights 0 Address Adult Nights 0 Communication Stays 0 Email Business Direct ggundel v6 development int Revenue O9 0 00 EUR POS Revenue i af Ls Mail m How to mark an email as processed 1 2 Access the MAILs dialog box via one of the methods described above Point to the required email right click to display the shortcut menu and then selectLock Right click to display the shortcut menu again and then select PROCESSED The email is removed from mail queue Mails which have been marked as processed are not listed by default in the mail queue Select the option SHOW PROCESSED MAILS in order to display all emails which have been marked as processed An X is displayed in the P column to indicate that this email has been processed Note Processed emails are only displayed if the option SHOW PROCESSED is selected How to mark an email as unprocessed 1 Access the MAILs dialog box via one of the methods described above Mails which have been marked as processed are not
104. bally via a variety of connection options A valid user name and password as well as the API key have to be configured for this gateway 2 If a Clickatell Sender ID should be send it has to be entered in the field Hotel Mobile Phone on the Generic 1 tab under Global Settings How to get a Clickatell account Step 1 register for a Clickatell account If you do not already have a Clickatell account you need to register for one as per below Otherwise proceed to Step 2 e Go to http www clickatell com products sms gateway php and choose the appropriate API sub product connection method you wish to use e Click on the registration hyperlink e Fill out the registration form After successfully submitting the form you will automatically be logged into your new account and taken to a page where you can add your chosen API connection Step 2 add a registered API connection sub product If you are not already logged into your account then you must do so at http www clickatell com login php e Select Manage my Products from the top menu e Select the API connection type you wish to use from the drop down menu Add Connection How To s 109 e Complete the form If you register more than one API connection the description name you enter for each must be unique you cannot have multiple APIs with the same name After successfully submitting the form your authentication details will be displayed including each connection s
105. bau seas o ub Leto ficta Meo Fut 99 Appendix E Suite8 Scripting and Functions esee 100 Appendix Es Translated Static FieldS s eie non Os e te ou up Lege i goto etu 102 Appendix G Tablesstyles used inthe CSS Me uo dedo dot aden op a 104 I3 HOW TOS encdediniden diii eeod xa been A ER MERE Ru A EUREN ERN SIER EMEN REN EE RENE ERIS 109 SPY Stel RU CS ueris edo A cp buie esee Dna spec duos Cutdcapoldeci emu tangi lo Eds Eoo 111 How toxactvatecemoaibvaligabiOD saneti i n neg bem bu hs beau uates bios 111 XMIinExportior VEOS trom C OT a enses eae ea raus daa ates 113 EI aa EL I A E coorta A E OOE aco sets a etna cena aM E EM EE 116 How tosetup loste todor a a S coi s ap e a pn e arm eR E Ee EMI 121 LION LO HS emn y T AXE ontiosibotetet ettet PR ROI b un kd deo a cum Sui ut on outcome etu eode qu 121 How to set up adeturnabledtetibss econtra tentatus ouo derttue ie tetti ede quls 123 How to setup miai Tinport for exchange uou hardest E edad 136 Automatic Gash Drawer Openmep iobidicoav e bete E A 150 How to coht pure Telephony aeina desiit tia a dou daba 151 DIG nBTUEe Dada oe toilets tuin cdi derivat ae id os iste bust Lt Lect Lime tust ere 154 Socal Media Network IDIGEJOHOT doris ii aibi conia ettet Dre utum T 161 How to set up and use early arrival and late departure policies 167 How tosetup voucher management 5 551026 ION En dre iE tutex A euni Rota 174 How to set up calendar ev ents with reba
106. bteilung Sales Department D partement de ventes Mit freundlichen Gr ssen Yours sincerely Sincures salutations Belegt Betten Firmenumsatz die Kalkulatio Firmenzimmer die Kalkulation Individualumsatz die Kalkula ic Alle Reservierungen heute g Sourceumsatz die Kalkulatio aaa Alle Abreisen morgen Zimme Logis Umsatz Stats Typ bru ES Logis Umsatz Stats Typ net Bel Zimmer COMP amp House Umsatz Hotel brutto kalkulier Top 50 nach Umsatz i Totale Zimmer Hotel minus O exd Blscke exkl OOO 1 Monat 3 Monate 7 Tage Brutto Umsatz e Standart Preise in fett gedru Obergruppe 4 Block Statistik nach Hotelse A D R A R Report nach Alter 30 Manager Konten Aktiv Reads the main data source main HTML when opening the word document Inserts the data to the merge fields in the Word document from the main data source When executing or editing the Word Merge Report the macro will first locate the file MAIN HTML and select all content of the file select This is completed each time a report is edited in Word from the Suite8 Report Menu or when runn
107. ce AsBody As Atta The Word Merge Report can then be send as HTML Body in an Email using the defaults from Suite8 Configuration under Email Settings or as Email Attachment Word merge reports can be defined to be sent as HTML body text when sending a confirmation by email The example word merge report 75402 CONTRACT WITH ROOMS 2 EMAIL BODY contract Letter including rooms sent with email attachment and email subject and body is provided with the release of Suite8 Version 8 9 5 0 in the reports zip Word Merge Gira a MTML Events Made By Ta MDcrosFxdeho GmbH Mr David Broadway Frankhnstrasse 12 10557 Berlin From Jones Peter Tel drect 49 2131 1370 Email infe g micres com http voc mieres delebo eu Date 21 January 2014 Dear Mr Broadwav Your Event Conference from Tuesdav 13 Tanuary 2015 to Friday 15 Januarv 2015 Thank vou very much for your inrerest in Micros Fsdelo Demo Program In the delightful amp strict of Charlomenburg one of the most attractive in the cay the Micros Fidebo Sue 8 Group has built a new modern and stylish hotel for you Charlemenburg is one of the mest up market parts of Berke with an nouveau archiecture MEME gl ol pects fe ti In the report configuration when defining the report the Email sending preference can be defined As Body or As Attachment by default As Body is selected for all reports sending preference Note
108. close the Format Editor How to display the number of attendees in a different color when the number of attendees changes 1 Open the Crystal Report 2 Select the field V8 CCM CONTRACT YEVM NOOFATENDEES YEGTR YFS5C LONGDESC BTR YSSC LONGDES FS Rate E NDEE SS ae ess YEBS NOTES ALL P d A NM 3 On the FORMAT menu select FORMAT FIELD The Format Editor dialog box is displayed 4 Select the Font tab 198 How To s pem HET IG TOTP A IN VI SES E jacuit CEPR EEOAE E ERI HA CC v IgA A A S a 3 FEE Crystal Syntax x EF B Report Fields Xl EH fl Functions mmV8 CCM CO mil Formatting Ai x zai Operators Lath Arithmetic Conversion Comparisons Strings Ranges Boolean Arrays a V8 CCM CO B Color Constar amp V8 CCM CO E i da a V8 CCM CO cfi Summary e V8 CCM CO amp amp fil Financial a V8 CCM CO H Strings am V8 CCM CD Hik Date Time o j D a F 6 Paste the following function in the field in this example we have used 116 which is the number for EvENT No OF ATTENDEES How To s 199 if FidelioGetChangeTypeLog V8_CCM_CONTRACT YEVM_ID 116 totext CONF_CHANGESAFTER yyyy MM dd HH mm ss O then crBlack else ChangedField Parameters accepted by the function FidelioGetChangeTypeLog e The ID of the table in this example YEVM_ID e
109. cluding any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International Inc AMD Opteron the AMD logo and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices UNIX is a registered trademark of The Open Group This software or hardware and documentation may provide access to or information on content products and services f
110. cmssearch_xcms_id zfac_longdesc AS SELECT xcms_id customxcmssearch_xcms_id select zfac_longdesc from zfac where zfac_actvalidfrom is not null and zfac_actvaliduntil is null and xcms xcms_id Zfac zfac_xcms_id and rownum 1 zfac_longdesc from xcms The fields from the custom view are automatically added to the grid How to create a customised grid view for reservation search Users familiar with the Fidelio Suite8 table structure and fields can create a customised grid view for the reservation navigator This functionality is controlled by the parameter Custom view in Res Navigator under Setup Configuration Global Settings Miscellaneous Search Screens 2 tab To add fields to the Grid Customization dialog box the view V8_sys_customxcmssearch has to be amended Example Adding the housekeeping status to the reservation navigator The view has to be changed as follows CREATE OR REPLACE VIEW v8_sys_customressearch AS SELECT yres_id customressearch_yres_id yhks_shortdesc HSK_Status FROM yhks yrms ydet yres WHERE yhks_id yrms_yhks_id Introduction AND yrms_id ydet_yrms_id and yres_current_ydet_id ydet_id The fields from the custom view are automatically added to the grid How to create a customised grid view for booking search Users familiar with the Fidelio Suite8 table structure and fields can create a customised grid view for the event booking search This functionality is controlled by the para
111. compressed file format and resized to fit within a window of x 336 pixels Estimated total size Original 630 Compressed 25 6 KB Back to Edit Pictures important to verify with the customer the font and font size to be used for their correspondence The CSS and Word document template all styles should be adjusted accordingly BEFORE starting to configure Word Merge for HTML email body Word merge reports can be defined to be sent as HTML body text when sending a confirmation by email The example word merge report 75402 CONTRACT WITH ROOMS 2 EMAIL BODY contract Letter including rooms sent with email attachment and email subject and body is provided with the release of Suite8 Version 8 9 5 0 in the reports zip Word Merge Ta SIcros Fxleho mbH Mr David Broadway Frankhnstrasse 12 10557 Berlin From Jones Peter Tel drect 49 2131 1370 Email info g mia eom http voce micros iudlelo eu Date 21 Januarv 2014 Dear Mr Broadway Your Event Conference from Tuesdav 13 Tanuary 2015 to Friday 15 Januarv 2015 Thank vou very much for your inrerest in Micros Fidelio Demo Program In tbe debghrful amp strict of Charlottenburg ome of the most attractive in tbe cay the TT Micros Fidelo Sute Group has built a sew modern and stylish hotel for you E Charlorenburg is one of the most up market parts of Berka with aet nouveau archmecture Ml d Acn um Q tee In the report configurati
112. ctionality prints a report of the emails currently displayed on the screen Complete the search criteria to display the required emails then right click to display the shortcut menu and select PRINT The Print Grid Parameters dialog box is displayed 145 E Print Grid Parameters Eo Orientation LIA if FitPage Width Portrait pt Export Landscape Export to 3 Make any changes required to the print parameters and click PRINT The Report Preview screen is displayed e Report Preview 14 9 9 Pagel of 1 4 Click the PRINTER icon to print the report How to link an email to a reservation 1 Access the MAILs dialog box via one of the methods described above The mails are displayed on the left of the screen and the reservation navigator on the right If the reservation navigator is not displayed select the option SHOW RESERVATIONS Complete the required search criteria and click SEARCH 146 How To s 4 Point to the required email right click to display the shortcut menu and then selectLock 5 In the reservation navigator search for an existing reservation or create a new reservation Show Reservations Extended Monitor Date range i 02 2034 v josz z 7 dear Name First Smiths NOE za Subject 7 Filters Refresh in 1 Confirmation Multi Guest Agent zr Res T v l Suiteslaves a Sender Redpent Subject Recevedsent L P sender da E ithsonian
113. d m Event Day System Date 5 Days Export Start Time p minute Cancel Info Board dialog box Field Definition Export File The location of the EventInfoBoardRequestResult xml Note The file name is hard coded to EventInfoBoardRequestResult xml so the path should be specified without the file name Interface URL The URL address of the XML interface for example http localhost V8 FidelioIISWrapper dll FidelioXMLInterface DataHandler User name The user name of the XML Interface to log on to Suite8 Online Info Board Interface 31 Password The password of the XML interface user Event Day System Date number The number of days to be included in the export WGBS date x days of days Export Start Time The time interval determining how often the data should be exported Note After configuration the info board has to be stopped and started to accept the new settings Make sure the user has not been blocked in Suite8 as auto attempts of Fidelio server to login without success may result in the user no longer being able to login Response from V8 XMLinterface The following example shows an xml response file lt xml versionz 1 0 encoding z iso8858 1 2 fidelio Yersion 1 0 0 gt response ID 1 Status OK gt lt queryResponse gt rows row fields lt field namez EventID 15798 field lt field namez EventName Setup lt field gt field name EventStartDate 2724 05 2
114. d Sub Sub MergeDocument n r MergeDocument Macro Properties VBMergeModule x Macro LS amp GM 11 07 2013 VSMergeMod Modue Alphabetic Categorized WEB vemersemoaie 4 Select V8MERGEMODULE and then right click to display the short cut menu select EXPORT FILE Application DisplayAlerts wdAlertsNone 5 Select the location to save the file and click SAVE Macros Word rer ER 2 Date modified Mo items match your search 6 On the File menu click CLosE AND RETURN TO MICROSOFT WORD 7 Close the document in Microsoft Word How to import the V8MergeModule macro 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R Search for and locate the word report to which the macro is to be imported Click the Epit button Click the REPORT FILE button to display the Report Configuration dialog box dE S E Click the Epit button to display the report in Microsoft Word 6 Select the DEVELOPER button and then click the VISUAL BAsic button Word Merge 77 Make sure the project report name XXX is selected in our example DEMO NEW REPORT d 23 A d 7 Select PROJECT DEMO NEw REPORT and then right click to display the short cut menu select IMPORT FILE 8 Locate the V8MERGEMODULE BAS and click OPEN to select it Name E Darmani 78 Word Merge 10 On the File menu click CLOSE AND RETURN TO MICROSOFT WORD 11 Save
115. d with the HTML files in the rtf zip and located in the HTML directory of Suite8 Font Corpos ttf This true type font is included in the reports zip it is used on the Report 75401 Contract with rooms 2 WM To install this font double click on the Corpos TTF file Definition of Terms Word Merge HTML HYPER TEXT MARKUP LANGUAGE used to return data in HTML layout in a Browser CSS Cascade Style Sheet used for general formatting and layout of the HTML pages MHTML short for MIME HTML is a web page archive format used to combine resources that are typically represented by external links such as images Flash animations or audio files with HTML code into a single file 53 54 Word Merge Concept Insert Merge fields in vord template Microsoft Word The Developer functionality must be active in order to access and work with macros It is recommended to enable this option only on the machines where it is needed Macros are not supported by the new docx document format and therefore all documents have to be saved as doc How to activate the developer option in Word 2007 1 2 3 4 Open Microsoft Word and click the Microsoft Office Button Ea Select the Word Option button to display the Word Option dialog box Click Popular select the option Show Develop Tab in the Ribbon on the Click OK the Developer Tab is displayed on the Ribbon How to activate the developer option in Word 2010 and 2013 M I M au
116. date the email address s entered on a guest profile The parameter VALIDATE EMAIL ADDRESS has to be activated and the EMAIL VALIDATION URL completed The third party public web service which has been used for testing is called VALIDATE EMAIL and the web service URL is http www webservicex net ValidateEmail asmx Note As this service is a third party product MICROS Fidelio Ireland Ltd shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing performance or use of this service How To s 111 112 When entering the email address on the profile the address is automatically validated Valid email address s are highlighted in green Invalid email address s highlighted in red Communications Type EBD Email Business Direct Value raceti yahoo com Primary T Communications Type EBD Email Business Direct M raceti aol com Cancel The option EMAILS BATCH VALIDATE may be used to validate all the existing profile email address s in the database How to run Email Batch Validate 1 Click MISCELLANEOUS from the SETUP drop down menu and then SYSTEM MAINTENANCE 2 On the System Maintenance menu click CRM Addresses Batch Validate Emails Bakch validate Profile Import Replace Users 3 Click EMAILS BATCH VALIDATE on the CRM menu to display the Emails Batch Validate dialog box The number of NOT VALIDATED VALID and Nor VALID email
117. ddress Use segments email as sender address Lists and Reports Definition of the INTERNAL EDITOR REPORT SETTINGS under Setup Configuration Global Settings Reports Report 1 tab All the numeric fields in the examples refer to the numeric and decimal settings defined via this option Internal Editor Report Settings Thousand Group Settings Decimal Settings RO Number Format 3969996390009 Position of Currency Symbol After Amount 100 EUR f Before Amount EUR 100 Use Automatic PDF Export for Invoices DF Export Directory if Enable gray background color printing on Crystal reports w Display produced html report in browser Word Merge 55 The display of HTML reports directly in the default browser installed on the workstation is controlled by the parameter DISPLAY PRODUCED HTML REPORT IN BROWSER under Setup Configuration Global Settings Reports Report 1 tab For example when executing the report and pressing the VIEW button TT FII UT m l8 X De Edi n Hgy femara oo Heb eR Fee Pro cache ir ode him ER er DE a m u bo oT feii ein Program ee oduced him e E coe DA Your Room Booking 1221 RESERVATION Booking ID 1221 Arrival IRN Definition of the CSSFILE key under Setup Configuration Global Settings Generic gt General Hotel Info 5 tab This is required so that the CSS file is not overwritten in a later version See How the ke
118. e bottom of Suite8 screen next to the date and the name of the logged in user 18 11 2012 Demonstration Supervis MOD Mueller Dagmar If this functionality is activate then a manager on duty must always be assigned a new manager can be assigned by clicking on the MANAGER ON DUTY panel To select the manager on duty 1 Click the MANAGER ON Durv panel at the bottom of the screen MOD Mueller Dagmar The Select Manager on Duty dialog box is displayed E Select Manager on Duty Manager on Duty Dagmar Mueller Dagmar Mueller Keith Rodgers Shirley Parker Supervisor Demonstration 2 Select the required MANAGER ON Duty from the list and click OK Q Cancel Note Only logged in users who are designated as a MANAGER ON DUTY can assign a new manager on duty The manager on duty functionality is controlled by the parameter Assign Manager on Duty under Setup Configuration Global Settings Generic Generic 3 tab All relevant users can be designated as a Manager on Duty via the option Manager on Duty under Setup Configuration Users User Definition Favourites The Favourites shortcut toolbar allows you to keep your most frequently used options right where you can find them Your most used options can be added to the Favourites shortcut toolbar where they are more noticeable and more easily organized to suit your purposes To make the most of the Favourites shortcut toolbar you need to organiz
119. e option FINANCIAL ACCOUNT GROUPS under Setup Configuration Cashiering Activate the parameter SEND KEY COMMANDS TO IFC FOR THIS GROUP AUTOMATICALLY and then select the appropriate KEY INTERFACE How To s Note When making a key via INTERFACE FUNCTIONS on the MISCELLANEOUS menu with multiple key card interfaces installed the correct target interface is automatically selected and the KEY OPTIONS from this interface are prompted Israel Trial Balance The trial balance for Israel must only calculate and display the VAT for postings which have been issued on an invoice on the day of closure This is regardless of the fact that the invoice might get voided again and then these postings remain not printed on the closing day In this event the VAT for these voided postings will be shown on the trial balance report of the closing day How to implement the trial balance for Israel 1 The field ZPOS_INVOICEDATE DATE has to be added to the table ZPOS 2 The following views need to exist in the Suite8 database e V8 SYS ZPOS GROSS NET SEPVAT e V8 SYS TRIAL SEPVAT e V8 SYS TRIAL ZBALCALC SEPVAT e V8 Sys zbalcalc ct2 sepvat 3 The following Oracle procedures need to exist in the Suite8 database e fillzbal2 sepvat e fillzbal2recalc sepvat 4 Enter FILLZBAL2 SEPVAT in the field BALANCE CALCULATING PROCEDURE S NAME under Setup Configuration Global Settings Night Audit Night Audit 1 tab 5 Add the procedure V8 SYS FI
120. e server activity log for Fidelio Server Suite8 Central Profile sync CRS Configuration sync CRS Item sync The last 10 successful and unsuccessful entries are kept If CRS is installed in the property then Suite8 prompts a warning window after login if there is no successful log entry within the defined number of hours for each activity The CRS monitoring dialog also shows the status Warning for properties that have no successful log entry within the defined number of hours The number of hours after which a warning message is displayed is defined via the option Fidelio server activity warning hours under Setup Configuration Global Settings Generic Generic 3 tab The deactivation of the display of the warning message for users is controlled by the parameter Disable warning for users under Setup Configuration Global Settings Generic Generic 3 tab Fidelio Server Automatic Cancellation The Transponder Make Key service is available when using Transponder Handling with an active Key Card Interface The required parameters are set via the Fidelio Server How to setup automatic cancellation on the Fidelio Server 1 Right click on the Fidelio Server Icon E a in the system tray 2 Select PRoPERTIES the Fidelio Server screen is displayed EF Fidelio Server Micros Fidelio Demo Program File Options Service Name Status Auto Run Alive ge Start Mail Server Stopped E Socket Se
121. e the options in it this can be done using drag and drop In user settings the Favourites shortcut toolbar can be set to be listed first and will then be the default shortcut toolbar opened when logging on to Fidelio Note The Favourites shortcut toolbar cannot be removed from the toolbar Introduction 13 How to add an option to the Favourites shortcut bar 1 Click one of the coloured shortcut toolbars on the left to list the options on that toolbar 2 Right click the option that you want to add and then click ADD To FAVOURITES on the shortcut menu The option is now listed on the Favourites shortcut toolbar 3 Repeat Steps 1 and 2 for each option that you want to add Note Options from Web Services cannot be added to the Favourites shortcut toolbar How to delete an option from the Favourites shortcut bar 1 Click the FAvourItTes shortcut toolbar on the left to list the options 2 Right click the option that you want to remove and then click DELETE BUTTON on the shortcut menu The option is removed from the Favourites shortcut toolbar 3 Repeat Steps 1 and 2 for each option that you want to remove How to reorganise the options on the Favourites shortcut bar 1 Click the FAvourItTes shortcut toolbar on the left to list the options 2 Select the option to be moved and then left click and hold the mouse button while you drag the option to its new location on the toolbar 3 Repeat Steps 1 and 2 for each option that
122. ected are e Creation date of the booking e Changed contract number e Printing time of the report Confirmation If PRINT was selected then the printer setup dialog box is displayed Select the required printer and click OK The function sheet will be displayed or printed with all the changes and the change log as configured in the template Example of function sheet with changes How To s Functionsheet Organizer Micros Fidelio UK Contact on site Mr Sascha Gaidi Banqueting Dept Luc Swankaert Address Contract No 1357 2 Arrival 29 05 2013 Communication 03039047612 Departure 30 05 2013 Function Type Meeting Booking Name Function sheet with some changes Status Tentative FA Account 0 Wednesday 29 May 2013 Meeting Package Basic Il 12 Attendees EUR 32 00 per person The package includes the folowing revenue 12 x Banquet Room Rental 20 00 240 00 12 x Technica EQupmert 5 00 60 00 12 x Banquet Food 5 00 60 00 12 x Banquet Beverage 200 24 00 384 00 Time Event Status Function Space Seating Rate Pers 09 00 17 00 Meeting TEN 12 10 00 10 30 Coffee break TEN Foyer Top Tables inkl Pauschale 12 12 30 1330 Lunch TEN 10 14 00 17 00 Meeting TEN Ballroom Theatre Styte 12 ood amp Beverage Miscellaneous items Lunch 12 30 13 30 Ballroom 14 00 17 00 10 Pers ener Baer No Menu p P EUR 30 00 creen 3 0 X 3 Caesar Salad with docte paper amp pens Dijon mustard dressing crophone and
123. ection of the report Use the formatting and other Suite8 functions to format fields of views rather than creating views with those functions See Appendix E Suite8 Scripting and functions Word Features such as Pictures Logo s and Shapes There are many tools available to compress pictures with almost no loss of quality before inserting them in the document Using Microsoft Picture Manager provided with a standard Office Installation pictures can be compressed for Web pages In the example below the picture was compressed for Web pages and was reduced from 630 to 25 KB However be careful when inserting pictures to not to create large files it is important to not send large PDF or Word documents to your customers In addition the Oracle database tables should not be overloaded with oversized files There is no limit on the file size however we recommend staying under 1 MB when configuring the word templates Word Merge 85 86 E Microsoft Office 2010 File Edit View Picture Tools dmi ddtdePeues igo Ceres Fh E Note When starting to use word merge in a new installation it is 5 FoR Type a question for help z Compress Pictures 99 1 files selected Compre i Compress pictures for smaller file size and faster loading Compress for Description Intended for on screen display and fast loading for outputs such as e mail messages and Web sites All pictures will be saved to a
124. ed Create Report A hotel identifier has to be added to the global settings hotel information tab under Generic Hotel Info 5 Anew scheduled task configured under Scheduled Tasks Setup Copy the files VEOS IFC ORY and VEOS IFC XML to the HTML directory the files can be obtained from your Fidelio Suite8 Support contact Create HTML Report 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Create a new or use a report section with the Source Type HTML REPORT How To s 113 Sections Hotel segment Create a new report in this section with the name V8 XML Export VEos IFC Code EXP Description Exports 00000000 Section role pot v Source type HTML Report v Print job Lists and Reports a Security level fi allReports v Cancel Select NEW BINARY Import the file VEOS IFC QRYv Save the report On the Report File tab enter the date parameters FROMDATE and TODATE O ON EM DT SV e On the Report tab define the default value with SYSDATE 1 Report information Default Value Nam Default value SP HOTELMAME SP HOTELNAME RETTIBISRE SP HOTELZIPCODE 5P HOTELZIPCOD SP HOTELEMAIL SP HOTELEMAIL SP HOTELFA SP HOTELFAX Today E SP HOTELTELEFOM 5P HOTELTELEFO SP HOTELWEB SP HOTELWEB e SP LETTERUSER SP LETTERUSER Invisible SP PRIMTLISEF SP PRIMTLISER SP REPORT LANG SP REPORT LAM E Prompt system parameter Gt EU SP LAMGID SP LAMGID SP LISER
125. ed in Word Select the DEVELOPER button and then click the VISUAL BAsic button 6 Select the V8MERGEMODULE 8 FCR PMS 730900 Confirm Ind Chg VEMergeModule Code General MergeDocument We close the vData Sub ExecuteMerge Dim ID As String Set vData ActiveDocument MailMerge DataSource ID Replace vData DataFields Item ID mm ActiveDocument MailMerge Execute Pause True Comment or uncomment the following 2 lines based on wether you need those grids to be inserted in your document ReplaceSection lt lt RESERVATIONDETAILS gt gt reservationdetails ID html ReplaceSection lt lt SIGNATURE gt gt signature ID mhtml AutoFormats all Tables CleantTables vData Close Dim r s Range Dim s As Shape Merge fields are processed in document The method ProcessMergeFields is called For Each r In ActiveDocument StoryRanges If r StoryType lt gt wdTexstFrameStory Then ProcessMergeFields r Fields End If Next Merge fields are processed in text boxes or autoshapes of document For Each s In ActiveDocument Shapes If s Type msoTextBox Or s Type msoAutoShape Then ProcessMergeFields s TextFrame TextRange Fields 7 In the macro there is a procedure called ExecuteMerge It is in this section that it is specified which HTML reports have to be inserted the syntax of this procedure is detailed below Word Merge 75 This procedure is called from V8 app
126. efines that the day of week is selected for automatic night audit Select a time for the automatic night audit to start The user name that will run the automatic night audit This user must have rights to start night audit and optionally to start night audit when not all due outs are checked out The complete run path and parameters for Fidelio Version 8 For example C Fidelio programs fideliov8 exe v8 v8live live c Fidelio HTML Program directory DB alias user password HTML directory Click this button to select all week days for automatic night audit Click this button to clear all selections Click this button to apply the same time to all week days Click this button to test the time for the next automatic night audit The date and time refers to the workstation and not to the date in Fidelio Suites Control Panel Scheduled Tasks Parameter Autona Use Scheduled Tasks from the Windows Control Panel to define a task and configure specific schedules 1 Open the CONTROL PANEL 2 Select SCHEDULED TASKS 3 A new task can be added by selecting ADD SCHEDULED TASK and setting up the task using the SCHEDULED TASK WIZARD Or 4 By right clicking anywhere in the window and selecting NEw SCHEDULED TASK from the displayed menu Allocate the task a name Right click and select PROPERTIES the TASK tab is opened by default Enter the command line parameters in the RUN box or click the BRowsE button to l
127. er How to setup the mail server 1 Right click on the Fidelio Server Icon E in the system tray 2 Select PROPERTIES the Fidelio Server screen is displayed EF Fidelio Server Micros Fidelio Demo Program Fille Options Mail Server Socket Server Stop Top Line Profit Interface amp Details Night Audit scheduler anaes Hotel Connector and CRS synchronization fh Setup Remote reservation upload iiis Scheduled Task Runner IFC Queue Processor Info Board Interface notifier SMS Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA Upload Transponder Make Key Ideas Interface Service Name Auto Run Alive iy Start 3 Select MAIL SERVER and click SETUP the mail server setup dialog box is displayed Fidelio Server 25 26 Setup Mail Sending Max Number of Attempts 10 Sending interval 10 Sec Sender Type f Direct SMTP SMTP via ISP server SMTP Server Outgoing Mail Server 172 28 105 178 Port Type Account Password SSL Connection Details Using Proxy Complete the fields Enter the PASSWORD Activate the option SSL to use secure socket layer communication when sending email Click OK to close the Mail Server Setup Click CLOSE to close the Fidelio Server screen Note When running Fidelio Server in debug mode a log file called fideliosmtplog txt is stored in the Fidelio Suite8 log directory The log file contains informati
128. ers To be sent Select this option to display vouchers which are to be sent by mail Sent Select this option to display vouchers which have been sent by mail Total Voucher The total number of displayed vouchers Total Amount The total amount of displayed vouchers Vouchers to be paid The number of vouchers not paid yet Amount not paid The amount of not paid vouchers in the displayed selection Redeemed amount The redeemed amount of vouchers in the displayed selection Voucher Edit dialog box Field Definition Article The Voucher Type Voucher Type Product Value Arrangement Number The voucher number Amount The value of the voucher Consuming Guest Select the guest profile for whom the voucher is valid Ordering Profile The default ordering profile is completed but may be changed as required Description The voucher description Text Default text is complete from the voucher setup but may be changed as required Dedication The name of the person sending the voucher or a greeting such as Happy Birthday Finalized Only valid for Arrangement type vouchers Valid from to The dates are automatically filled with the default validity defined on the selected Voucher Type Ordering Reason Internal Info Inactive On Hold A voucher may be marked as On Hold in the case where the voucher has been purchased with City Ledger Then the voucher could be placed on hold until the hotel has received payment A voucher which is on hold c
129. est Aceti Deactivate map Order By ordering a taxi you automatically accep the Genera sens a order a taxi How To s How to set up a returnable item A returnable item is one which is lent to the guest and must be returned before the guest leaves the property Depending on the item being lent a deposit may be required and a fee may be charged if the item is not returned For example properties which sell a golf package may also have golf equipment available for the guest to rent subject to a deposit This functionality is parameter controlled Key Points for returnable items Fidelio Suite8 uses package functionality to handle returnable items A returnable item can be defined so that a deposit is required this is then posted automatically when the guest receives the returnable item and refunded automatically when the item is returned The deposits posted and returned are according to the number of returnable items taken and returned If an additional item is taken then another deposit is posted A No Return Fee can be defined which is charged if the item is not returned Possibility to not to post a charge on the folio if the charge is zero If no deposit or return fee is defined or if the amount results in zero then nothing is posted on the invoice of the guest Upon check in a message is displayed asking if the guest has received the returnable items the check in cannot be completed until the guest has received
130. etter greeting functionality requires the following setup 182 Activation of the parameter ALTERNATIVE LETTER GREETING under Setup Configuration Global Settings Profile Profile 1 tab The addition of the free format text field FIDPROFILEEDITALTLETTERGREETING on the profile edit main or second tab The field is automatically added below the regular letter greeting when a new form is created How To s Bi findEdit Last Name MI FidProfileEditLastName 1 FidProfileEdit Primary Cc First Mail Name FidProfileEditFirstName 1 FidProfileEditMails Mailing Coni Position FidProfileEditPosition 1 Department FidProfileEditDepartmenti Display Language FidProfileDropDownComboLanguagel Tite FidProfileEditT Sales Manage Address Greeting FidProfileDropDownComboAddressGreeting1 Birthday Plac idProfileDropDownComboLetterGreeting 1 Gender Nati idProfileEditAltLetterGreeting 1 Preferred Cur Preferred Room Feature The field is contained in the following views and can be used in on profile letters and mailings V8 EDITOR NAM ALT LETITGREET ALT LETTGREET NAME ALT LETTGREET LASTNAME V6 MAILING CUSTOMERS ALT LETTERGREETING The new field is stored in xcid ALT LETTGREET has been added to mailing sql and can be used in the standard mailing Alternative letter greeting functionality is controlled by the parameter Alternative Letter Greeting under Setup Co
131. etup Configuration Global Settings Reports Reports 2 tab Configuration of the required reports Configuration of the function sheet The functionality is based on The parameter CONF CHANGESAFTER The function FIDELIOGETCHANGETYPELOG which can be used in the crystal reports The view V8 CCM CHANGELOG which holds all changes from WLOG from CCM The user log file WLOG where each number in the field WLOG TYPE is related to a field See UsER LOG NUMBER AND DESCRIPTIONS for a list of all the numbers and their description How to configure a function sheet with changes 1 Add the parameter CONF CHANGESAFTER DateTime to the report 2 Create the formula fields to represent the colors Using formula fields gives the possibility to change the colors in one place according to wishes of the customer 3 In the report template 75004 FUNCTIONSHEET WITH CHANGES the following fields and colors were defined Field Formula Colour NewField rgb 191 215 233 ChangedField rgb 0 0 255 ee DeletedField rgb 255 0 0 SSS 4 Apply the crystal function to the required fields in the report How to add a parameter 1 Open the report with Crystal Reports 2 On the INSERT menu select FIELD OBJECT The Field Explorer dialog box is displayed 192 How To s tt Field E 1 i CRAS eR IM E o 4k T plnr xX t S mg Database Fields Ej X Formula Fields Ru SQL Expression Fields amp Para
132. ges on Function Spaces How To s First parameter of function should be YEBS_ID 128 129 130 131 132 134 135 250 251 252 253 254 255 136 256 341 340 Function Space New Function Space Delete Function Space Seating Arr Function Space Rate Function Space Amount Function Space Don t Move Function Space Incl in Package Function Space Start Date Function Space Start Time Function Space End Date Function Space End Time Function Space Dept Code Function Space Setup Time Function Space Setdown Time Function Space Name Function Space Notes Function Space Shareable Changes on Miscellaneous Items First parameter of function should be YEBR_ID 150 151 1525 154 155 156 157 158 159 160 260 261 262 263 264 2 3 338 153 How To s Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Misc Item New Item Delete Item Copy Item Attribute Item Quantity Item External Item Rate Item Setup Time Item Setdown Time Item Incl in Package Item Start Date Item End Date Item Start Time Item End Time Item Dept Code Item Resp Dept Item Name Item Price 209 210
133. gt article agside details figeaption figure footer header hgroup nay ection display block audio controls canvas video display inline zoom 1 html font size l005 overflow y seroll webkit overflow scrolling touch webkit tap highlight 2olor rgba 0 0 body font size 13px line height 1 231 font family Helvetica Helvetica Heue Arial sans serif margin 0 body button input select textarea font family sans serif color 8222 PEN TX TES JE Word Merge 61 62 Report Parts The HTML Parts are linked to the Word Merge Report by selecting the Word Merge Report and pressing Report Parts Button on the Reports Menu Ir Report Files H7 Multiple Reports 35 Report Parts With the definition of the Report Parts the HTML Reports are linked to the Word Report Reports Parts dialog E Report parts 75410 Contract Main main html 75411 Event Details 1 eventdetails ID html 75420 Rooms Individual roomsindividual ID gt html 75421 Rooms Groups roomsgroups ID gt him 75422 Rooms Blocks roomsblocks ID gt html 75430 Deposits deposits ID gt html 73920 Signature User signature ID gt mhtml Pressing the New button opens the Report Parts dialog Hs Report part Execution step Field Definition Report The HTML Report Name Filename Defines the file name in the macro please also refer to the section Some basics about the Macro This is used for the sections in the Word Merge Report to insert t
134. he HTML editor for configuring the word merge reports can be defined via the option HTML EDITOR EXECUTABLE under Miscellaneous User Settings Profile tab A good editor is required to configure the HTML part of the HTML reports and here we used NOTEPAD When editing the HTML reports in the report section Suite8 opens the HTML directly in the editor of your choice User Settings Tree Startup Appearance Profile Search Screens Reservation Billing Iw Confirm Change of Primary Contact Default Report Export Directory IC Fidelio Export HTML editor executable C Program Files 86 Wotepad notepad t exe Disable html on profile select screen Activity Task Type in Profile Tree The Signature is furnished as a picture file mhtml and linked to users under Setup Configuration Users User Definition Signature Es User Definition User Definition More Info Membership Goals Miscellaneous i Signature Initials bs Male EE Word Merge 57 58 Reports From the Reports Menu the Word Merge Reports are created or edited A word merge report is composed of following elements A WORD document template created in a Report section with the Source Type WORD An HTML REPORT MAIN HTML which delivers the data source from Suite8 for the merge fields in the word template located in a Report Section with the Source Type HTML REPORT HTML PARTS which act as separate sect
135. he booking was made by Star Conferences for the company IBM so on the doorcard IBM should be displayed Online Info Board Interface 33 7 Email Sending Configuration of e mail sending To enable e mail sending Fidelio Suite8 uses FIDELIO SERVER FidelioServer exe For continuous e mail sending this module should run on a dedicated machine When starting FIDELIO SERVER for the first time the following configuration tasks have to be completed Database Setup on the Fidelio Server Configuring the Mail Server How to configure the mail server to send emails ip 1 Right click on the Fidelio Server Icon in the task bar 2 Select PROPERTIES 3 Select MAIL SERVER from the list and click SETUP to display the setup screen Max Mumber af Attempts 10 7 i Cancel Sending interval id ender Type C Direct SMTP SMTP via ISP server MTP Server Outgoing Mail Server smtp 1 com Port 25 Type simple Login Account pt7762062 1 Password peur onnection Details Pro server sme Hast Port fo Guthentication Usemiame Password 4 Enter the name of the OUTGOING MAIL SERVER 5 Enter the Accouwr Login name and PASSworbD for the Mail Server 6 Click OK to close the setup screen Email Sending 35 36 Starting the mail server 1 To start the Mail Server automatically when starting the FIDELIO SERVER select MAIL SERVER and double click in the Auro Run field 2 To
136. he complete HTML section The ID is required and used for completing the Booking ID The macro identifies by this ID which Report from the Cache to insert Execution step The sequence of the report of the Cache folder This is assigned when running the reports for processing the macros and for the sections in the word document Word Merge Importing the report examples Several Word Merge Reports are provided with the release of Suite8 Version 8 9 4 1 in the reports zip The reports S8R from Suite8 need to be imported and the Word Documents DOC need to be loaded The macro used in these examples can be exported and imported on newly created Word Reports The following reports are available 730900 Confirmation Individual Changes WM 730901 Confirmation Individual Details WM 730902 Confirmation Party WM 75400 Contract with rooms 1 WM 75401 Contract with rooms 2 WM 730910 Confirmation Group WM 730920 Confirmation Block WM 73620 Message Template WM The signature picture file is imported to a general HTML Report Section and is then linked as the last item on the report parts for each report How to import the Signature User Report Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Create a new sub section called GENERAL HTML PARTS The SECTION ROLE must be defined aS CONFIRMATION LETTER and the SOURCE TYPE must be defined as HTML REPORT In the demo database
137. he short message Configuring short message sending for Profiles Short messages sending to any guest profile via correspondence is possible 1 Create a template for each short message purpose with the role profile letter under Miscellaneous Reports 2 The template can then be selected under Correspondence from the Customer Profiles Navigator 3 When pressing SMS button the short message text is displayed and can be changed 4 Pressing Send button sends the short message 110 How To s Configuring short message sending for Messages To use short message sending for message a template for the short message sending needs to be defined under Reports using Internal Editor The characters used should not be more than 160 for the short message The template is then selected under Global Settings Reservation1 tab 1 Create a template for each short message purpose with the section role Message under Miscellaneous Reports 2 The template is then selected under Message SMS Template under Global Settings Reservation1 tab 3 Under Configuration CRM Communication Types the communication types for mobile phone need to be identified as such by selecting the field Mobile Phone when editing the communication type 4 When entering a message and selecting a profile with a communication type marked as Mobile Phone the SMS button can be pressed to display and change the text of the message 5 Pressing Send button sends the short me
138. here yres_id TRIGGER_PARAM Up 25 Close Fidelio Server When the service SCHEDULED TASK RUNNER is running the Fidelio Server checks every minute for scheduled tasks to be executed with existing triggers 188 service Name Mail Server Socket Server Top Line Profit Interface Night Audit scheduler Hotel Connector and CRS synchronization Remote reservation upload Scheduled Task Runner IFC Queue Processor Info Board Interface notifier 3700 Synchronization SMS Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA XML Interface Upload Transponder Make Key Ideas Interface Table Reservation Processes Running Stopped Stopped Stopped Stopped Stopped Running Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped Stopped How To s How to add calendar appointments to email Calendar appointments ICS files can be attached to email s in the following modules Tasks and activities Reservations CCM Bookings Setup Adding calendar appointments to email s requires the following setup How To s Creation of a report section with the SECTION ROLE Calendar ICS and the SOURCE TYPE Text Format template Sections Code ics Description 7392 ICS Template Section role Calendar ICS Y Source type Text Format template v Print job Lists and Reports Y Security level 1 All Reports Hotelsegment
139. idual 75421 Rooms Groups 75422 Rooms Blocks 75430 Deposits 73620 Message Template WM 736201 Messages Main 736202 Message Details Appendix D Naming Conventions This is the naming convention used in the Demo Database Used in Convention main HTML reports Merge SP_XX fields TR_ TIR File names xxx HTML linking of reports xxx lt ID gt HTML Word Merge Example SP_LETTERUSER SP_HOTELNAME TR FUNCTIONTYPE TR ROOMTYPE DESC TR ARRIVAL TR PRINT DATE TTR Adult TTR Arrival Date main HTML eventdetails lt ID gt HTML FCR CCM 75420 Rooms Individual FCR CCM 75421 Rooms Groups FCR CCM 75422 Rooms Blocks FCR CCM 75430 Deposits FCR PMS 73620 Message FCR PMS 736201 MESSAGES MAIN FCR PMS 736202 Message Details Description Parameter fields Whenever we used a parameter field to be used as a merge field we use its parameter name Translated data fields from database The field takes the translation if translation is available in the configuration of Suite 8 or translated during the booking process A V8 function is manipulated the field Translated static text The field takes the translation of the static text if available The field show exactly what will be returned separated with EG TTR Adult will return the translation of Adult TTR ADULT will return the translation of ADULT All uppercase File names always in lower case CONF_YBOM_ID CONF_YBOM_ID CONF_YBOM_ID CON
140. ific workstation How to configure exclusivity setup on the Fidelio Server 1 Right click on the Fidelio Server Icon e in the system tray 2 Select PROPERTIES the Fidelio Server screen is displayed EF Fidelio Server Micros Fidelio Demo Program File Options Service Mame Mail Server Socket Server Top Line Profit Interface Night Audit scheduler Hotel Connector and CRS synchronization Remote reservation upload Scheduled Task Runner IFC Queue Processor Info Board Interface notifier SM5 Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA Upload Transponder Make Key Ideas Interface 3 Select EXCLUSIVITY SETUP from the OPTIONS Menu the Exclusivity Config dialog box is displayed E Exclusivity Contig Service Name Mail Server Socket Server Top Line Profit Interface Night Audit scheduler Hotel Connector and CRS synchronization Remote reservation upload Scheduled Task Runner IFC Queue Processor Info Board Interface notifier 5MS Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA Upload Transponder Make Key Ideas Interface 24 Fidelio Server 4 To define a service as exclusive select the Service Name and double click in the EXCLUSIVE column Services marked as exclusive are indicated by a green tick mark 5 Click CLOSE to close the Exclusivity Config screen Fidelio Server Mail Serv
141. ing the Report from Print dialog boxes in the Modules The Procedure EXECUTEMERGE is activated and returns data from the MAIN HTMI to the corresponding merge fields The Macro then looks for the placeholders where the output of the section reports is inserted such as lt lt EVENTDETAILS gt gt and then replaces this with the content of the file EVENTDETAILSXXX HTML xxx is the booking or reservation id The names of the file or the placeholders are freely definable however the file name has to be identical to the file name specified in the Macro An unlimited number of sections can be added to the macros Word Merge 95 PS Microtoft M Vin iat Basie for Ap Eco 7 FCR CCN 75400 Cor VAM ic 1 rgeldodule Codai De Edit View jwet Format Debug Bun Tock Addini Window Help fi A2 SBA OP Dvn ae SSS amp Q two colo Nee Project X Tconeran fbeceepe 3 4 Sub MergeDocument i E Normal M E B Project 20145 MergeDocument Macro 2 B Project FCR CCM Macro LS amp GM 11 07 2013 gt Vara mins Retesh Application DisplayAlerts wdAlertsNone ThaDocument DocName ActiveDocument Name ViMergeMod le Documents DocName Activate ChangeFileOpenDirectory ActiveDocument Pach Link main html datasource and open it Acti ilMerge OpenDataScurce Name ConfirmConversions False ReadOnly False LinkToSource True AddIoRecenrtFiles False PasswordDocument e FasswordTemplate WritePass
142. ion Finalized B valid from 15 11 2010 to 15 11 2010 Ordering Reason Internal Info Inactive On Hold Cancel Select the ARTICLE from the list of defined voucher types Click the refresh icon e to assign a voucher NUMBER In the CONSUMING GUEST box select a guest profile if required In the ORDERING PROFILE box the default ordering profile is completed but may be changed as required Enter a DESCRIPTION and TEXT for the voucher The voucher text and description for the selected voucher type are completed but may be changed as required Enter a DEDICATION the name of the person sending the voucher or a greeting such as Happy Birthday The VALID FROM and TO dates are automatically filled with the dates defined on the selected Voucher Type Enter an ORDERING REASON if required Enter any INTERNAL INFORMATION if required Select ON HOLD if the voucher is to me marked as on hold Click OK to proceed to voucher payment Enter your CASHIER NUMBER and PASSWORD click LOGIN How To s The Payment Posting screen is displayed Ec J X B5 Payment Department 4 Clear Amount 225 00 EOR Credit card Foreign Amount E Voucher Comment Gard Type O gl Card fo Expiry Y Y Ha Holders fame 2 Close 15 Complete the payment and click the Post button The invoice is generated and printed The Print Voucher dialog box is displayed ipi xj E Templates PA
143. ion Display field names Customize Restore Defaults Show Defaults Print 2 Select DISPLAY FIELD NAMES A list of the column names with their field name and field type is listed Introduction 7 Hz Fidelio Suite 8 Name Name TapColumn TStringField No of rooms ydet noofrooms TgpColumn TFloatField Arrival yres exparrtime TgpColumn TDateTimeField Departure yres expdeptime TapColumn TDateTimeField YRES ID TgpColumn TFloatField Type Status TgpColumn TStringField Res Status ResStatus TgpColumn TStringField Suite room suite yrms shortdesc TgpColumn TStringField Room no yrms_shortdesc TgpColumn TStringField Room type ycat shortdesc TgpColumn TStringField Option yres option TapColumn TDateField Agent Agent TgpColumn TStri Company Company TapColumn TStringField Source Source TgpColumn TStringField Share Share TapColumn TStringField Group Name ygrp name TgpColumn TStringField Block Code yblh_shortdesc TgpColumn TStringField CRS Reservation Nr yres crsresnr TgpColumn TStringField Adults ydet adultno TapColumn TIntegerField Locator locator TgpColumn TStringField Trace trace TgpColumn TStringField Message message TapColumn TStringField VIP Code vipcode TgpColumn TStringField Time an Q timeonQ TgpColumn TStringField Share Num sharenum TagpColumn TIntegerField Baby XCA
144. ion edit screen and then select CORRESPONDENCE Lookup from the OPTIONS menu The correspondence Lookup dialog box is displayed 3 Select the category REGISTRATION CARDS and click the plus sign to expand the list of available correspondence Hi Correspondence Lookup of Aceti Ralph ID 1091 E Preview Mame Aceti Ralph Document Category E Reservations E Aceti Ralph cinis as 13 18 08 13 Document Description LO SR 73008 Confirmation Company English Aceti Ralph 04 02 13 Barcode Folios Print Date 04 08 13 11 08 44 AM 4 Select the document required and click the PReview button to view the registration card Note The option correspondence lookup is also accessible from the OPTIONS menu of the profile navigator How to define a report template via Internal Editor 1 Display the required registration card template in the Internal Editor 2 The field CLIENTSIGNATURE is available under Fields Standard Client and can be addedto a registration card template in order to define the signature area amp Fields EI standard CLIENT DlientSignature Ki DATE H RESERVATION E ser Defined 158 How To s 3 5 How To s C lientSignature The field contains the function ClientSignature CONF OLITPUTDEVICE 200 100 the parameters are the width and height of the signature area and can be adjusted as required it is recommended to use 300 50 as the initial testing values Select the
145. ion sub reports returning data for the merge fields of the word template DETAILSXXX HTML these HTML reports are located in the same report section as the MAIN HTML with the Source TypeHTML REPORT The signature picture file signature MHTML of the user linked under the HTML Part located in a General Report Section with the Source TypeHTML REPORT ACSS file which defines the layout of the HTML report The Style Sheet is called V8WordMerge CSS and is provided with the HTML files in the RTF ZIP This CSS file must be placed in the HTML directory normally c fidelio HTML A macro in visual basics code present in the word document which converts the main data source to merge fields and inserts the separate HTML Parts in the template The macro is activated via the DEVELOPER option in MS Word Word Merge Report The Word Merge Reports are created in a Report Section with the Source Type WORD the Source Type identifies that MS WORD is used for the report On the Word Reports when pressing EDIT on the Report File tab the document is opened and the Text and Suite8 Variables can be adjusted Report File table of a Word Report Hz Report Edit Report Report File Description FCR PMS 730901 Confirm Ind Det MA Edit c Load Since Suite8 Version 8 9 5 0 with the introduction to send Reports as Email Body or Attachment all Word Merge Reports are flagged by default as Body under Email sending preferences Email sending preferen
146. ipient Received Sent Gundel Gale LPLATTER V8 DEVELOPMENT INT Change of reservation 22 01 14 5 35 11PM X Demonstration Supervisor Note When new emails are sent from this sender email address then they will be automatically linked to this profile How to link the recipient to a profile 1 Access the MAILs dialog box via one of the methods described above 2 Point to the required email right click to display the shortcut menu and then selectLock 3 To link the recipient of the email to a profile click RECIPIENT The profile search screen is displayed any profiles with a communication type matching the recipients email are listed 4 Select the required profile or create a new profile Note When creating a new profile the email address must be completed 5 Once the profile is linked then the email address in the column RECIPIENT is replaced by the profile name Platter Luis Change of reservation 22 01 14 5 35 11PM X How to assign a profile automatically to an email 1 Access the MAILs dialog box via one of the methods described above 2 Point to the required email right click to display the shortcut menu and then selectLock 3 Click the AUTO PROFILE SEARCH button How To s 143 144 A message is displayed asking if you want to assign profiles automatically to the selected mails Confirmation Do you want to assign profiles automatically to selected mails Click YEs to activate the search M
147. iscellaneous Search Screens 2 tab The refresh interval is defined in seconds and is used to refresh the mails dialog and check for emails received from the Exchange Mails Refresh Interval 10 Mail import functionality is controlled by the user rights VIEW DELETE CHANGE PROCESSED FLAG IMPORT and REMOVE LOCK under Setup Configuration Users User Definition Rights Mails The subgroup SOURCES indicates the specific Outlook Mailboxes and these are only available after they have been assigned under the menu option MAILS on the Miscellaneous menu Creation of a backup folder on the email client of the user for each mail folder imported in to Suites The functionality to look up sent central correspondence in the central property from a partner property is controlled by the parameter CENTRAL CORRESPONDENCE LOOKUP under Setup Configuration Global Settings Suite8 Central Suite8 Central 1 tab Internal editor templates can be created with the role MAILS An example of a central confirmation letter referring to several reservations from an imported email is available with the standard reports FCR PMS 73100 Central Confirmation rpt Sample confirmation letter for multiple reservations How To s u 7 o n H vei Trae Micros Fidelio Demo Program Europadamm 2 6 41460 Neuss Tel 492131 1370 Fax 49 2131 137 777 EMail infog micros com Homepage wwe micros fidelio eu Confirmed Dear M
148. ius ta toa ud ened ed tue cUM b edid a uc Iu 25 Transponder Make K Cy xt oe donee iua e a avit idu Deste cseds 27 Fidelo Server sxoDvIb COS aas nia a iq lane te NUM se Reta Aa cub ut ticus 28 Aloma ue COrCelldtionad edite ied E EE E do E EEC suum duse ge ted b ted eec 29 Onbhne Info Board Tbr aCe iiie undi aa ee adr eee dale aa e dui edi Fe dla e 31 PC AU S6ndaig siet saei dn rue n RI IN ARIA US CO PUN 2M IAN M UNI TII UN DRM CUL UDE 35 CONN etalon OPC Mall SONI so oe pO n b Map EE Uu I pui nue 35 Lina Temple oes o ER D a eov e ad dei b cam apud ee 37 Automatic NISBEAUGIE ccc ei sd aca ie cca nails ndaieatc ulated sated said eda V XE ROME a NER EE UCEU E E 39 Fax Sending Configuration sseui aaa 43 Usmo TOD Tax W alerts a E E EEEN 44 IO PTN E 45 ETLNMIE BXDEOSSIOLS oie a E E E O 45 EET Nisan Editimne dialos DOXCS 2a pt ripped E OOTES 46 ELTNIE CODY Morna Orrori a uas ite nae eee 47 HIMES E eet aa E EOE OEN 47 Bilime header RNI er a A tecta dba Sade O EEE eC en UU eer 47 Expressions using Global Settings Features and Sublicences 48 eT Mila and Wi i ple Parameters xc eoi dete E E aident 48 DL SVS Oracle amp SOL InformmattOlla uoces sese aaa aaa Sea Stu 51 T MVORO METOE taedio uncus cosc tuuc cos ada Ops adu ala ala tad tia c eade ouo Du ad 53 Word Mer Cuei a ab cO Nd tdm Mania Madmen MM 53 Duiteo CODE UTEAHO DL bona n QE END AMMIAN 55 ISGpOEISsisaat to cauda ibant pub out E randa Sea carne td 58
149. ked Net amount 115 89 EUR Included 0 00 EUR Multiplier Extra charges 0 00 EUR Add to rate 2 00 EUR C Price Rate amount 122 00 EUR Show default packages Show package tree 2013 2013 2013 2013 1 20 1 21 1 23 1 24 Sun Mon Wed Thu 1 BRF Breakfast included Daily NEW Newspaper Financial Times HT ps First Night GOL Golf Clubs r out Daily 4 Select the returnable package to be marked as returned or lost and click the RET LosT button A message is displayed asking if the returnable item has been returned by the guest o Is Golf Clubs returned by the guest ie e 5 Click Yes if the returnable item has been returned by the guest otherwise click No If No is selected then a message is displayed asking if the returnable item has been lost How To s 131 Confirmation o Is Golf Clubs lost 6 Click Yes if the returnable item has been lost If a fee is charged for lost returnable items then this is posted automatically Manual packages with no frequency link which are no longer valid for any day of the reservation are removed completely from the package grid Manual packages with a frequency link which are no longer valid for any day of the reservation remain on the package grid however a message is displayed asking if the package should be removed completely Confirmation rz o Package is removed from every day Do you want to remove package frequency Yes No
150. ked Pr ofile Compan Demo Hotel E Mail Booking Linked Profile Internal Use Bestin Lisa amp Fax sms p Export C Profile Search k Edit History Details gt E Mail History E Contacts a B V Bestin Lisa Easy Letter E Addresses t Edit Profile if Standard Address Industriestrasse 23 10287 Berlin 2 In the TEMPLATES box click the drop down arrow and select the template 75004 FUNCTIONSHEET WITH CHANGES 3 Select the SELECT START TIME OF CHANGES box in order to print the function sheet with changes 4 Complete the remaining options as required 5 Click PREVIEW to preview the document or click PRINT to print the document A question is displayed asking if to Increase Contract Number WE tec Cua d 4 p v gt P o Increase Contract Number Yes 6 Click YEs to increase the contract number otherwise click No If the option SELECT START TIME OF CHANGES was selected then the Change Time dialog box is displayed ej Change time 15 07 2010 16 06 59 Booking create time 04 06 2013 14 46 51 Contract number changed 04 06 2013 14 49 05 Contract number changed 04 06 2013 15 33 37 Contract number changed 04 06 2013 15 34 03 Confirmation Change time dialog displaying the Time Contract Number and Description of the change from the User Log file 204 How To s Select the point from which you would like to see the changes and click OK The comparison points which can be sel
151. king Deposit Room Percentage Booking Deposit Room Paid Booking Cancel New Booking Cancel Delete 207 208 336 311 312 314 315 316 47 106 111 330 51 332 329 105 107 109 110 334 Booking Cancel Conference Amount Due Booking Cancel Conference Cancelled By Booking Cancel Conference Percentage Booking Cancel Room Amount Due Booking Cancel Room Cancelled By Booking Cancel Room Percentage Billing Instruction New Billing Instruction Delete Billing Instruction From Date Billing Instruction To Date Billing Instruction Department Codes Billing Instruction Cash Billing Instruction Other Name Billing Instruction Type Billing Instruction Payment Billing Instruction Contact Billing Instruction Address Billing Instruction Notes Changes on Events First parameter of function should be EVENT_ID 113 114 115 125 126 116 117 118 119 120 121 122 123 124 326 161 Event New Event Delete Event Copy Event Status Event Type Event No of Attendees Event Min Guarantee Event Start Date Event End Date Event Start Time Event End Time Event Info Board Event Incl in Package Event Noisy Event Notes name Event Name Chan
152. l and rice 10 00 10 30 incl in package 12 00 13 45 incl in package 30x 13 00 23 45 30 00 30x 10 00 10 00 10 00 30x Miscellaneous Items Ballroom I Meeting Technical Equipment 1 Overhead Projector 1 Screen 2 60 x 3 60m 1 Flipchart with paper amp pens 1 Microphone Ballroom I Meeting Technical Equipment 1 Overhead Projector 1 Screen 3 60 x 3 60m 1 Flipchart with paper amp pens Special big flippy chart 1 Microphone Ballroom I Dinner Decoration 1 Table Numbers 1 Candle Sticks 1 Flower Arrangement Lange Entertainment 1 Piano 1 Piano Player Daily Rate 135 00 135 00 90 00 150 00 EUR 510 00 03 00 12 00 incl in package incl in package incl in package 14 00 17 00 incl in package incl in package incl in package incl in package 19 00 23 45 inclusive inclusive complimentary Parfait of coffee with oranges Table 7 Simple table used in Event Details 1 to display Miscellaneous and F amp B items one below the other Word Merge 09 00 12 00 Ballroom I Meeting Technical Equipment 1 Overhead Projector incl in package 1 Screen 3 80 x 3 60m incl in package 1 Flipchart with paper amp pens incl in package Special bigflippy chart 1 Microphone incl in package I10 00 10 30 Win Coffee break 50 Persons incl in package Coffee amp Tea Word Merge 107 13 How To s The following provides information on how to set up or user various features in the
153. language under User Settings Startup Language and the file such as quickinfo htm has to be called cust lang f quickinfo htm Customised version for all users To display a customised version of htm files for all users the html files have to be called CUST_HTMLFILENAME HTM Example cust_quickinfo htm Customised version by language To display a customised version by language the html files have to be called LANG_SHORT DESCRIPTION OF THE LANGUAGE HTMLFILE HTM Example lang f quickinfo htm where f stands for the short description of the language If none of these files can be found then the standard htm file is displayed How to hide or show expressions depending on activated features or license The following expression can be used to hide for example Conference Information on the HTM file when working with the small business edition if const isBnB 1 lt if else if feature Meeting Planner Conference runquery 2 Customization functionality is controlled by the user right HTML source view and edit under Setup Configuration Users User Definition Rights Miscellaneous The print page margins and the actions to take if the HTML printout is too large for the defined paper size are defined via the option HTML printout under Setup Configuration Global Settings Miscellaneous Visual Appearance 4 Introduction Manager on Duty The manager on duty can be displayed at th
154. le sheet to FidelioV8 css after saving the original otherwise you have to change the file name in each HTML file Billingheader htm file The standard billingheader htm supplied with Fidelio Suite8 uses the constant const persons to display the number of persons this figure includes both adults and children however additional constants are available to display only adults and or only children The following constants can be added to the billingheader htm file const persons includes adults children default const adults includes only adults const children includes only children Part of the Sd sre htm showing const persons Rate const m Pers ons 4 onst GE icone Ip ielse ronst How to use the function EditTracesOfRes on the billingheader HTML file The following HTML text has to be used a href action EditTracesOfRes parameter field 1 id gt lt img border 0 src file LinkArrow gif alt Edit a Note Use field 1 id instead of field 1 yres idj 47 48 Expressions using Global Settings Features and Sublicences The following expressions can be used in HTML queries Global Settings globalsetting wussname wussvalue Sub Licences sublicence slname will be
155. lication We take the data from the datasource and remove the quotes of the fields And put in variable vDATA We insert the html sub reports into the word document We close the vData Sub ExecureMerge Dim ID As String Set vData ActiveDocument MailMerge DataSource ID Replace vData DataFields Item ID m m ActiveDocument MailMerge Execute Pause True Comment or uncomment the following 2 lines based on wether you need those grids to be inserted in your document ReplaceSection RESERVATIONDETAILS5 reservationdetails ID html ReplaceSection lt lt SIGNATURE gt gt signature ID mhtml AutoFormats all Tables In the above example there are 2 sections which can be inserted RESERVATIONDETAILS and SIGNATURE Each statement is made up of two parts e lt lt RESERVATIONDETAILS gt gt is the string which the macro will search for in the word document e reservationdetails ID html is the name of the file which will be created in the cache The content of this file will be inserted where word finds the string lt lt RESERVATIONDETAILS gt gt As many HTML sections as required may be added by copying the line and replacing the string and the filename with the HTML report created Note The filename must be identical to the file name given upon linking the report How to export the V8MergeModule macro 1 Open a sample word document with Word in our example we will
156. ly arrival late departure policy The number of hours between the actual check in time and the defined default check in time Select the number of hours to be charged if different from the number calculated by Suite8 169 170 New Amount Available flat fees Default hourly fee Fee history for this reservation Post Time For Hours Post Amount Type Displays the amount to be charged with the appropriate user rights this may be changed Select the number of hours to be charged according the defined hourly fee Displays already posted early arrival or late departure charges The date and time the charge was posted The number of hours being charged for The amount posted The type of posting EA Early Arrival LD Late Departure How to customize the reservation form 1 From the Setup main menu click MISCELLANEOUS and then FORM CUSTOMIZATION The form customization screen appears displaying a list of the screens that can or have been customised Select the required FRESEDIT form to be customized and click the CUSTOMIZE button Four separate dialog boxes are displayed they are e The Form to be customised fResEdit e The COMPONENT PALETTE used to select the objects that should be placed on the screen e The OBJECT INSPECTOR used to change the properties of the selected objects e The Script dialog box used to set controls for mandatory fields and prompt users for action on click e
157. me ExpArival ExpDepartre Conf 2 The reservation navigator can be removed by removing check mark next to SHOW RESERVATIONS 3 Complete the required search criteria and click SEARCH How To s All the emails meeting the entered search criteria are listed 4 The email details can be displayed in the lower half of the screen by selecting the check boxHTML 5 Point to the required email right click to display the shortcut menu and then selectLock An X is displayed in the L column to indicate that this email is locked and not available to any other user GGUNDEL V8 DEVELOPMENT INT LPLATTER GV8 DEVELOPMENT INT Change of reservation 22 01 14 5 35 11PM X GGUNMDEL amp V8 DEVELOPMENT IMT LPLATTER amp V8 DEVELOPMENT INT Mew Contact 22 01 14 5 49 51 PM The email can now be worked on How to link the sender to a profile 1 Access the MAILs dialog box via one of the methods described above 2 Point to the required email right click to display the shortcut menu and then selectLock 3 To link the sender of the email to a profile click SENDER The profile search screen is displayed any profiles with a communication type matching the senders email are listed 4 Select the required profile or create a new profile Note When creating a new profile the email address must be completed 5 Once the profile is linked then the email address in the column SENDER is replaced by the profile name Sender Rec
158. meter Custom view in Booking Search under Setup Configuration Global Settings Miscellaneous Search Screens 2 tab To add fields to the Grid Customization dialog box the view V8_sys_customybomsearch has to be amended however it must contain the field customybomsearch_ybom_id Example How to display the function type description The view has to be changed as follows CREATE OR REPLACE FORCE VIEW V8_SYS_CUSTOMYBOMSEARCH AS SELECT ybom_id customybomsearch_ybom_id yfty_longdesc from ybom yfty where ybom_yfty_id yfty_id Customization functionality is controlled by the user right Edit under Setup Configuration Users User Definition Rights Miscellaneous Grid layout Customization Print functionality is controlled by the user right Print Grid under Setup Configuration Users User Definition Rights Miscellaneous Customising the HTML display The HTML display may be customized according to the requirements of the property The customization options available when placing the cursor on the HTML display and right clicking are Print Print with Setup View source Edit template with notepad Edit template with associated application Copy to clipboard Introduction 11 PRINT prints an exact copy of the HTML display The print page margins and the actions to take if the HTML printout is too large for the defined paper size can be defined in the configu
159. meter Fields X Running Total Fields Group Name Fields H Special Fields 3 Select PARAMETER FIELDS and click NEw The Create Parameter Field dialog box is displayed Parameter Field Name Prompting text Value type Options F Allow multiple values Set default values Discrete value s C Range value s v Allow editing of default values when E Discrete and Range Values there is more than one value OK Cancel Help _ Cancel Heb 4 Enter CONF_CHANGESAFTER in both the NAME and PROMPTING TEXT boxes 5 In the VALUE TYPE box select DateTime How To s 193 COSS UNTTUTUEOT TU Ve UMSO Create Parameter Fielc Parameter Field Name CONF CHANGESAFTER Prompting text CONF CHANGE SAFTER Value type DateTime Options Discrete value s Range value s D D EM ete and Hana s ts y Cancel Help 6 Click OK and then click CLOSE How to create formula fields 1 Open the report with Crystal Reports 2 On the INSERT menu select FIELD OBJECT The Field Explorer dialog box is displayed i 3 Select FORMULA FIELDS and click New The Formula Name dialog box is displayed 4 Enter the formula name and click OK Hame NewFied 0 The Formula Editor dialog box is displayed 194 How To s NewField We 5 eT em x E A Report Fields ea 8_CCM_cofy 4 t V8 CCM CO t V8 CCM CO t V8 CCM CO t V8 CCM CO t V8 CCM CO V8
160. meters 2 This is used for example in the files Tablereservation Status HTML and Tablereservation Status qry 49 11 V8 Oracle amp SQL Information See the V8 Oracle and SQL Information PDF for a basic understanding of Oracle and SQL Terminology and how it relates to Fidelio Suite8 Topics covered include Oracle Database Objects Alias Export and Import and SQL V8 Oracle amp SQL Information 51 12 Word Merge Word Merge Word Merge for Suite8 extends existing report functionality from Crystal Internal Editor and HTML Word Merge is available in all modules of Suite8 for printing letters or reports such as Designing contracts and function sheets in meeting planner Confirmation letters in reservations Profile letters in customer relations Message templates in front desk Voucher or Gift Certificates in Cashiering Merge fields are inserted into a main document and Suite8 replaces the merge fields in the main document with information retrieved from the data source Using Word Merge for reports allows taking advantage of the easy to use Microsoft Word features such as sizing aligning objects and formatting content and there is no limitation on the number of merge fields and text Word Merge is available in all version of Suite8 and requires the following Microsoft Word 2007 or higher PDF Conversion Function is required several features have to be activated Suite8 Version 8 9 4 1 V8merge css This is provide
161. mouse click short cut menu From the Telephone book the contact is reached by selecting and pressing the Call button next to the telephone icon For incoming calls the phone rings and the number of the caller is displayed in Fidelio Suite8 with a HTML view The dialog box for incoming calls can be minimized and will be closed automatically if the next call is notified Then a new notification window opens Requirements A Tapi device or TSP Telephony Service Provider installed on the workstations using Telephony functionality Ifa TAPI Server is used the TAPI device has to be installed on each client workstation The communication flow is Fidelio Suite8 gt Microsoft TAPI Client gt Microsoft TAPI Server gt Telephone System Each workstation used for Telephony has to be configured under Setup Configuration Miscellaneous Terminals amp Printers Note only TAPI 3 is supported Using a TAPI Server A TAPI server has to be configured and on each client workstation using the telephony device the TAPI client has to be installed On the DOS prompt of the client workstations the command TCMSETUP C Name of TAPI Server has to be entered In Fidelio Suite8 Configuration under Terminals amp Printers gt Terminals tab the Telephony Settings have to be activated Note When using Windows TAPI it is remcommended for telephony to deactivate the windows service RasMan This is true for the TAPI Server as well as for the clients
162. n the decision to override the charge or cancel it is dependant upon user rights Early arrival and late departure charges are visible on the billing screen of the guest however the fee history can be displayed via the Early Arrival Late Departure options on the C O Options menu A description of the policy can be defined per language and used on the confirmation letter templates Earl arrival and late departure policy functionality requires the following setup Definition of the early arrival and late departure POLICIES under Setup Configuration gt Reservations Definition of policy rule settings and the definition of early arrival and late departure buffer times under Setup Configuration Global Settings Reservation POLICIES 6 TAB Definition of a DEFAULT CHECK IN TIME and DEFAULT CHECK OUT TIME under Setup Configuration Global Settings Reservation Reservation 1 Tab These times are required in order to calculate the time to be charged Users who can override the calculated amount or cancel the charge need to be assigned the rights ALLOW OVERWRITE CALCULATED AMOUNT and ALLOW CANCEL POSTING under Setup gt Configuration Users User Definition Rights Early Arrival Late Departure Policies can be added to the edit reservation screen using the screen painter functionality How To s 167 How to link a policy to a rate code 1 M EL On the CONFIGURATION menu click RESE
163. ne a user signature 1 On the SETUP menu select CONFIGURATION to display the configuration options 2 Click USERS and then select USER DEFINITION 3 Select the required user and click EDIT to display the User Definition screen 4 Click the SIGNATURE button If there is already a signature attached then this will be displayed in the internal editor 8 Email Signature File View Edit Insert Format Outline Hoses AA amp b a m Je z ERIS e E E E eo A L y gt ea 5 To attach a signature click GRAPHIC EMBEDDED Or GRAPHIC LINKED on the INSERT menu 6 Locate the required signature graphic and click OPEN How To s The signature graphic is inserted into the document 7 Click SAVE on the File menu to save the document 8 Click CLOSE on the File menu to exit the Internal Editor screen How to add the signature of the logged in user to a document 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the report template to which a signature is to be added and click the EDIT button 3 Click the REPORT FILE tab and then click the Epit button to display the report in the Internal Editor 4 Place the cursor in the required location on the report and then select the function e button from the toolbar The Insert Field dialog box is displayed 8 Insert field 1 w Data Sources EH Functions Parameters Fields Description Cancel 5 Expand the Functions
164. ne merge field with its header title and content Note It is very important that there as exactly as many header cells as regular cell tags the order must be consecutive The first TH will be paired to the first lt TD gt and so on There is no check if the sets of data Header vs Detail are meant to be together Adding a field The 1 Word Merge following example demonstrates adding the address of query 4 to the Customer address Add the field to one of the existing queries or add a new query in the query part and then click SAVE Add a title in the first row of the table of the HTML part using th ADDRESS th Add the content in the second row in the same order as the title field using the expression field 4 address this refers to the field address of query 4 and then Click SAVE Run the HTML report from Reports Menu enter an existing Group ID and an existing CONF XADR ID on the parameters dialog and verify that the output is correct Execute the word report to which the main report is linked to make sure the main html is created in the cache with the new field Edit the word report the field with title address can now be inserted from the merge fields 81 82 The SQL part of a main HTML report I Customer Select V NAME_ADORGREET V LETTGREET v from V8_EDITOR_NAM v where v GUEST ID CONF XCMS ID 2 Contact information Select V NAME ADORGREET V NAME ADORGREET LF V LETTGREET V LETTGREET
165. nfiguration Global Settings Profile Profile 1 tab The display of a second profile tab is controlled by the parameter Show Profile 2 Tab on Individual Profile Screen under Setup Configuration Global Settings Profile Profile 1 tab How to setup trigger based scheduled tasks for automated email sending Scheduled functionality can be used to trigger automated email sending With Serenata mail for example properties can instantly send confirmation or profile letters via email such as sending an email to arriving or departed guests Prerequisites The Views V8 SYS SCHEDULED PROFILE create or replace view V8_SYS_SCHEDULED_PROFILE as select xcms id as CONF XCMS ID xcms id as CONF CONTACT XCMS ID xcms wlan id as CONF WLAN ID xcid addrgreet as CONF ADDRGREET xcid lettgreet as CONF LETTGREET How To s 183 0 gtIndividual as CONF GREETINGTYPE select xadr_id from xadr where xadr xcms id xcms id and XADR PRIMARY 1 and rownum 1 as CONF XADR ID select xcom id from xcom where xcom xcms id xcms id and xcom PRIMARY 1 and rownum 1 as CONF XCOM ID from xcms xcid where xcms id xcid id 4 Note Internally the XCMS ID of the guest is joined with the V8 SYS SCHEDULED PROFILE CONF XCMS ID V8 SYS SCHEDULED CONFIRM create or replace view V8 SYS SCHEDULED CONFIRM as select p r yres id as CONF YRES ID r yres ygrp id as CONF YGRP ID from V8 SYS SCHEDULED PROFILE p
166. nfirmation screen then click the PRINT or PREVIEW button Suite8 creates the linked HTML reports in the cache directory of the Suite8 programs directory Suite8 opens the word document and activates the macro The macro then returns the data of the main HTML and inserts it in to the merge fields Then all the linked HTML reports parts are inserted from the cache directory and produced on the word document Microsoft Word and HTML Sometimes Word does not always respect the rules of HTML and the result in word can be slightly different than the output when executing the HTML reports directly in a browser Some newer HTML syntax is not understood by MS Word and some of the more advanced HTML or CSS syntaxes might be interpreted incorrectly In the Tips section some of the limitations are indicated Fonts used in the sample word templates CCM Contract Headers uses the font LTWIESBADENSWING in word Depending on your word version this font might not be available and should be changed as required 75401 Contract with rooms 2 WM report uses the font CORPOS This is not a standard word font Tips In the samples provided most of the HTML reports have comments HTML Section Place comments directly next to the fields and not under the fields Word sometimes interprets it as a carriage return Do not put characters as lt gt in the comments Word can only interpret one CSS class referring to two classes will not
167. ng 733 AJR 734 Registration Cards H 735 TAP Templates E 736 Messages M 7360 Messages Editor M 7361 Messages Crystal ie 7362 Message WM 3 With the MESSAGE WM section selected click the IMPORT button 4 Import the report FCR PMS 73620 MESSAGE WM Create the sub section for the Word Merge Templates 5 Select the newly created section and create a new sub section called HTML Parts The SECTION ROLE must be defined as MESSAGE and the SOURCE TYPE must be defined as HTML REPORT In the demo database this sub section is located as follows ee 7362 Message WM nu 73620 Messages Html Parts 6 Import the following HTML reports in to the HTML PARTS sub section FCR PMS 736201 Message Main FCR PMS 736202 Message Details Linking the imported reports to the Word Template 7 Select the report 73620 MESSAGE TEMPLATE WM 8 Click the REPORTS PARTS button Complete the Report part dialog box for each report as per the table below 9 Click NEw 10 Select the REPORT from the drop down list 11 Enter the FILENAME and the number of the EXECUTION STEP 12 Click SAVE Repeat steps 9 to 12 for each report listed in the table below Report Filename Execution step 736201 Messages Main main HTML 1 736202 Message Details Messagedetails ID HTML 2 73920 Signature User Signature ID HTML 3 Once all the reports have been added the Reports part dialog box will look like this Word Merge Bs Report parts Report part
168. now saved in the database 12 The report can now be tested by executing the report with an existing ID Adding or changing fields to the main HTML report Adding or changing fields to or in the main html is demonstrated based on the FCR PMS 7309100 CONFIRMATION GROUP MAIN report which is used for group confirmation letters When creating an HTML report in the appropriate section the queries used in the Internal Editor are automatically inserted Queries can be changed or replaced and fields can be formatted How to add or change a field 1 Open the Reports dialog from the MISCELLANEOUS menu or press CTRL SHIFT R 2 Search for and locate the Word report 3 Click the EDIT button and then click the REPORT FILE button 4 Click the Edit button two sections are displayed The Query Section Bottom Section The HTML Part Top Section 5 To change the Query Section select the section add or change a field then press SAVE CLOSE and OK 6 In order to change the HTML Part select HTML Editor press Save and then close the External Editor Tool Word Merge 7 On the Report Edit dialog click SAVE The HTML part The HTML part of a main html report is understood as a simple table There are two rows one for the headers labels and one for the content The The headers cells are placed within the HTML header cell tag th th body columns between the html regular cell tag td td Each column represents o
169. nsidered a guaranteed payment method Remote Check In is always enabled and Walk In transactions can always be performed There is no restriction to days or times Key Points IFC8 supports key creation for the different Vingcard systems Vingcard Vision amp VisiOnline The Suite8 Kiosk sends requests to IFC8 to encode RFID or magnetic keys on dedicated encoders Kiosk interface functionality is controlled by the license Kiosk Interface under Setup Miscellaneous License V8 Sublicenses Software Interfaces This option is license controlled Kiosk Interface functionality requires the following setup Activation of the license KIOSK INTERFACE under Setup Miscellaneous License V8 Sublicenses Software Interfaces Activation of the license SUITES HOMEPAGE under Setup Miscellaneous License V8 Sublicenses Software Interfaces How To s Index A Automatic Night Audlt 21 Configuration using scheduled tasks 39 Configuration via the Fidelio Server 39 D Database Setup on the Fidelio Server 22 E E Mail Sending Configuration 35 E Mail Server eeeseeeseeseeesel 21 F Fax Sending CONMOUNAUOR t XQ 43 Installing the Windows Fax Component 43 Fidelio Server Automatic Night Audit 21 Database SetU erii ineo au aoR inh 22 E Mall SetVel asserit roots r nrar niaaa 2
170. nslates a date field in the appropriate format l ae 21 Vectepettansiateodteg Similar to TranslateDate in internal editor Word Merge V8 Scripting Word Merge V8 FNC CCM MENUITEM QUANTITY wtrl translate V8 REP STATICTEXIT V8 FNC WTRL Translate V8_FNC_XCID_TRANSLATE file VaWordmerge css runquerywithautoparameters 1 runsubquery 2 1 ygrp id runsubquerywithautoparameters 6 5 YEMN ID Returns the quantity of a menu item if different then the quantity of the menu The parameter DIFF offers the possibility to have the quanity followed by the x sign To translate data Translation of static text This function returns the translation of a given field of a given table It can be used in Functions Views are directly in the queries of the HTML Reports The function is already prepared for 8 9 5 0 where a new translation user interface will be implemented Please refer to the comments in the function for more details Returns the salutation and letter greeting according the provided wlan id This function is very useful in case of profiles when for example the profile language is German and the letter being sent is in English See FCR PMS 7309000 Confirmation Main for an example of the use of this function file locates the file in the HTML directory Used to locate the css file Runs query xx with one of the parameters available in the report setup Runs query number 2 whe
171. nt color when a new event is created 1 Open the Crystal Report 2 On the FORMAT menu select SECTION The Section Expert dialog box is displayed 200 How To s Sections Insert Delete Merge Common Color Group Header 2 V8 CCM CONTRACT YEVM STAF a Col Group Header 2a V8 CCM CONTRACT YEVM 5 cd Group Header 2b v8 CCM CONTRACT YEVM 5 Group Header 2c V8 CCM CONTRACT YEVM 5S Group Header 3 VB CCM CONTRACT YEVM ALTE Group Header 4 V8 CCM CONTRACT YEVM DISF Group Header 5 V8 CCM gCONTRACT NEVM _ AES woup Header 6 V8 LLM CONTRACT Y EVI Group Header 7 V8 CCM CONTRACT EB ID A 3 Group Header 7a V8 CCM CONTRACT YEBS IE Group Header tt7b V8 CCM CONTRACT YEBS IL Group Header 7c UN CCM CONTRACT TEBS It 3 Details Group Footer 7 8_CCM_CONTRACT YEBS_ID 4 Group Footer 6 V8 CCM CONTRACT YEVM_ ID Group Footer 5 V8 CCM CONTRACT YEVM STAR Group Footer 4 V8 CCM CONTRACT YEVM DISPL Group Footer 3 8_CCM CONTRACT YEVM ALTEI Group Footer 2 V8 CCM CONTRACT YEVM STAR Group Footer 2a V8 CCM CONTRACT YEVM 51 Group Footer 2b V8 CCM CONTRACT YEVM 51 Group Footer H2c V8 CCM CONTRACT YEVM 51 Group Footer H2d V8 CCM CONTRACT YEVM 51 7 p ee M 3 Select GROUP HEADER 6 which contains the main event information 4 Select the CoLor tab 5 Click the format formula button for BACKGROUND COLOR The Format Formula Editor Section Back Color dialog box is displayed KJ A
172. o Server to import the emails This option only imports mails which have not already been imported to Suite8 RE IMPORT re imports the mails manually only used when Outlook is defined as the source as Outlook does not use the Fidelio Server to import the emails Only mails which have not been deleted in Suite8 or not marked ignored can be re imported IMPORT CONFIG used to define the mail source configuration LINK used to link an email to a reservation UNLINK used to unlink an email from a reservation CORRESP used to access the correspondence screen CLOSE to close the mail import screen 149 Options available on the right click shortcut menu e Lock locks the email so that no other user can work on the email at the same time e UNLOCK unlocks the email only users assigned the right REMOVE LOCK can remove the lock on an email e LOCKED By displays the name of the user who locked the email e PROCESSED used to indicate that this email request has been completed for example the contact added or a reservation added changed or cancelled Processed emails are only displayed if the option SHOW PROCESSED is selected e UNPROCESSED used to remove the processed status from the email e DELETE deletes the selected email e MAIL Lookup only used when OUTLOOK is configured as the source e PRINT prints a report of the emails currently displayed on the screen Automatic Cash Drawer Opening Fidelio Sui
173. ocate the FidelioV8 exe Fidelio Suite8 must be started using the parameter AUTONA Automatic Night Audit fideliow8 8 Program fideliov8 exe v8live live c idelio html autona C Fidelio 8 Program 8 Click the SCHEDULE tab to define the schedule for running the automatic night audit Automatic Night Audit 41 42 Fidelio Suites aM Advanced 9 Enter how often the task should be run the start time and every how many days 10 Click OK to save the task Automatic Night Audit 9 Fax Sending Configuration Fidelio Suite8 does not need external fax software but uses the Windows fax components to enable fax sending The fax services have to be installed on the workstations from which the faxes will be sent For example from the reservation menu it is possible to send confirmation letters via the FAX button The following workstation and server combinations are possible OS Windows 2000 and Server Windows 2000 The fax letters can be sent one by one from each workstation The Windows 2000 Server can not be used as a Fax Server a modem has to be installed on each workstation OS Windows 2000 and Server Windows 2003 The fax letters can be sent one by one from each workstation The Windows 2000 Server can not be used as a Fax Server a modem has to be installed on each workstation OS Windows XP and Server Windows 2000 The fax letters can be sent one by one from each workstation The Windows 200
174. on about the current session of Email sending such as connected with SSL or not authentication status addresses to which emails are sent For example 12 30 2010 3 21 59 PM Connecting user xx xxxx to host x xx xx xxx using SSL support 12 30 2010 3 21 59 PM Host response xxxx xx xxxx int Hello xx xx xx xxx 12 30 2010 3 21 59 PM Authenticate 12 30 2010 3 21 59 PM Host response Authentication successful 12 30 2010 3 21 59 PM Send email to xxxxxQxxxx com Fidelio Server Transponder Make Key The Transponder Make Key service is available when using Transponder Handling with an active Key Card Interface The required parameters are set via the Fidelio Server All activities are recorded in the daily log files in the TRANSPONDERMAKEKEY sub directory under the default Suite8 log directory How to setup transponder make key on the Fidelio Server 1 Right click on the Fidelio Server Icon E in the system tray 2 Select PROPERTIES the Fidelio Server screen is displayed EF Fidelio Server Micros Fidelio Demo Program File Options Mail Server Socket Server Top Line Profit Interface eer Detail Night Audit scheduler D EC Hotel Connector and CRS synchronization Remote reservation upload Scheduled Task Runner IFC Queue Processor Info Board Interface notifier SMS Sending Maintenance Reminder Police export Application error transfer SalesForce Synchronization OTA Upload Transponder Make Key Ideas Inte
175. on card template is defined under the option Registration Card Template under Setup Configuration Global Settings Reservation 3 tab 160 How To s Social Media Network Interaction Fidelio Suite8 Social Network Interaction allows posting rates and events from the Rate Query and from the Calendar Events to the social network platforms Twitter and Facebook With the growing demand on Social Network Platforms more properties in the hospitality business decide to present their property also on Twitter or Facebook or both Fidelio Suite8 has been enhanced allowing posting Rate Offers Events and Calendar Events from Fidelio Suite8 Rate Query and from Calendar Events on these Social Network Platforms and redirecting the rate offers to Fidelio Suite8 home page allowing other users to directly book these offers on Fidelio Suite8 home page Social Media Network Interaction can only be configured by users with the right Manage Settings assigned under Setup Configuration Users Rights Social Networks Posting to Social Network Platforms is controlled by the right Post under Setup Configuration Users Rights Social Networks Posting to Social Network Platforms from the rate query requires that the user are assigned the user right Allow skip Turn Awayunder Setup Configuration Users Rights Rates Rate query Functionality Posting messages and events from the rate query and from calendar e
176. on when defining the report the Email sending preference can be defined As Body or As Attachment by default As Body is selected for all reports Email sending preference As Body As Attachment For example reports such as 730900 Confirmation Individual Changes WM and 75400 Contract with rooms 1 WM would be set with the Email sending preference AS ATTACHMENT as these are letters which are normally attached to the email A report such as 75402 Contract with rooms 2 Email body would be set with the Email sending preference As BODY as this would normally be sent as HTML body in the email Note Any existing NON word merge letters which are sent most of the time as an attachment should be adjusted toAS ATTACHMENT Restrictions Word functionality is used to convert the documents to HTML however Microsoft Word does not support HTML 5 or CCS 3 syntax therefore the following restrictions apply No possibility to use text boxes Pictures must be placed inside tables Use one header amp one footer there is no possibility to use different headers and footers Note The update script to 8 9 5 0 will ensure that all existing word merge reports are defined As ATTACHMENT Word Merge 87 88 Printed Examples In the Demo Database there are the following examples CCM Booking 1316 with Deposits Billing Instructions Packages individual Reservations Groups and Blocks Events Made by To MICROS Fideko GmbH Lid
177. ontains summary information regarding the reservation CCM booking or notes of a task or activity The ICS file contains the following fields Subject Location Start date amp time End date amp time Description Note The start and end time of the ICS Calendar file on a Conference Booking is taken from the start time of the first event of a booking and the end time of the last event of this Booking How to configure multiple key cards Fidelio Suite8 allows the configuration of multiple key card interfaces Note The interfaces have to be configured in IFC8 before they can be configured in Suite8 Once all key interfaces are running the configuration required in Suite8 is as follows Configure the key rights via the optionKEY RIGHTS under Setup Configuration gt Miscellaneous Interface Attributes Note It is highly recommended to give a name to the key rights which have a link to the DLS interface so that upon check in the rights can be easily assigned Assign the appropriate key card interface to each room type via the option ROOM TYPES under Setup Configuration Reservations Room Management In each room setup the DEFAULT KEY RIGHTS Will automatically display the rights from the interface which is linked to the related room type Note It is not possible to configure a key card interface per room A key card interface can also be linked to a specific financial account group via th
178. open FCR PMS 730900 Confirm Ind Chg doc newreports zip A message is displayed Opening this document will run the following SQL command Microsoft Office Word Opening this document will run the following SQL command A SELECT FROM Table Data from your database will be placed in the document Do you want to continue Show Help gt gt 2 Select No this message is displayed because the visual basic code in the macro performs the SELECT command on the main html data source 3 Select the DEVELOPER button and then click the VISUAL BAsic button All the macros belonging to the Project FCR PMS 730900 Confirm Ind Chg are displayed Word Merge Microsoft Visual Basic FCR PMS 730900 Confirm Ind Chg gt File Edit View Insert Format Debug Run Tools Add Ins Window Help Aiea e 3284 50 u a bg Nm S 9 d xj 8 FCR PMS 730900 Confirm Ind Chg V8MergeModule Code General v Declarations Ei Project FCR_PMS_7309 Main Macro LS 24 07 2013 ay Microsoft Word Objects Declare variables ZH ThisDocument Option Private Module Hides macros when selecting macro button in word 3 Modules Dim vData As MailMergeDataSource EP 4 vsMergeModule Dim tableFont 100 As Font H B References Dim tablePointer 100 As Integer Dim tableNestedProcess 100 As Boolean Public tableCount As Integer Public prevTabCount As Integer Public curFont As Font Public tempTabCounter As Integer Sub AutoOpen En
179. or due out reservations partial return or loss can only be set via the returnables screen How to increase or decrease the amount of returnable items 1 From the Reservation Navigator select the required reservation 2 Click the Epit button How To s 133 If a returnable item has been assigned to the guest then an indicator is displayed 3 A returnable indicator in red Returnable indicates that the item is with the guest when coloured grey Returnable this indicates that the item has been returned Click the PACKAGE GRID tab to view the packages attached to this reservation returnable items are indicated by r Normal Per guest Display Calculated price 124 00 EUR Packages al 200EUR Linked not linked Net amount 115 89 EUR Included 0 00 EUR Multiplier Extra charges 0 00 EUR Add to rate 2 00 EUR C Price Rate amount 122 00 EUR Show default packages Show package tree 2013 2013 2013 2013 2013 1 20 1 21 1 22 1 23 1 24 Sun Mon Tue Wed Thu Multiplier Price i a Price Only select 5 The number of returnable items can be increased or decreased by clicking the 1 and 1 arrows in the Multiplier Price box 6 To increase the number of returnable items click the 1 arrows and then click OK A message is displayed asking if all the returnable items have been taken by the Are all returnable items taken by the guest 2 Golf Club
180. ory Developer Real Origin 4 Copy to Custom Custom Originator Name Demo Igor 118 eee Rebate Info Balance Transfer Info Setup required for day rebate functionality Activate the parameterENABLE DAY REBATES under Setup Configuration Global Settings Billing Billing 3 tab to enable rebate linkage to calendar events Activate the parameterPOSTING FUNCTIONALITY FOR REBATE CARDS under Setup Configuration Global Settings Billing Billing 2 tab With this parameter activated the rebate will be deducted as soon as a discounted department code is posted Activate the parameterENABLE CARDLESSS REBATE HANDLING under Setup Configuration Global Settings Billing Billing 2 tab Assign the user rights INSERT EDIT and DELETE under Setup Configuration Users User Definition Rights Calendar Day Rebate Events Define a CALENDAR EVENT TYPE with the type DAY REBATES under Setup Configuration gt CRM The relevant day rebate calendar event changes are displayed in the user log if the options NEW DAY REBATE CALENDAR EVENT UPDATE DAY REBATE CALENDAR EVENT and DELETE DAY REBATE CALENDAR EVENT are selected under Setup Configuration Users User Log Calendar Events How to setup an alternative letter greeting An alternative letter greeting free formatted field can be added to the main profile edit tab or to the second profile edit tab Alternative l
181. port B Create Binary Report Report Name Demo Mew Report Click OK the Report Edit dialog box is displayed with the Report File tab selected and the report DESCRIPTION completed Bi Report Edit Report ReportFile Description Demo Mew Report d Edit e Load Click the Epit button Microsoft Word is opened at this point Suite8 is no longer accessible Create the word document with the styles fonts headers and footers as required Save and close the document in Word 10 Click OK on the Report Edit screen 11 The word document is now saved in the database Word Merge Adding and adjusting the HTML sections in the word template Complete HTML sections can be inserted in to the word document they are produced by the HTML Report Parts Key points The file name specified when linking a section must be specified in the macro so that the macro can locate the file in the cache directory and insert it The name for the section has to be specified in the macro the name is then entered on the word document at the location where the content is to be displayed How to add or view the HTML sections 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R Search for and locate the word report to which the macro is to be imported Click the Epit button and then click the REPORT FILE button ui o s Click the Epit button to display the report in Microsoft Word Suite8 is locked and the document is open
182. posit is required the deposit amount is the defined fee if the item is not returned and is posted on the specified department code Possibility not to post if it the charge is zero if a deposit is posted and the item is then returned resulting in a zero charge then nothing is posted on the invoice of the guest Assign the package item to the reservation via the PACKAGE GRID 123 How to define a returnable item 1 On the CONFIGURATION menu click RESERVATIONS 2 Click RATE MANAGEMENT and then select PACKAGES 3 Click New to display the Package Elements screen Package Code Description Folio text Percentage Department code Apply manual price if entered Add non perc packages to base rate amount Default frequency Add fixed charges to E Dase rate amount Apply discounts Eo Show in reservation Deduct included packages From base rate amount Induded Print separate No Discount Currency EUR Euro gt i Report Group v Forecast method Normal Y Single Per Reservation Allowance Enabled 4 Complete all the package fields as per the Package Edit table below 5 Click the More tab and complete the fields as per the More tab table below Mo Return Fee v Deposit Department Code 621 Golf v Don t Post Zero 6 If the item is considered an inventory item then click the INvENTORY tab 7 Click NEw to display the Package Inventory dialog box 124 How To s
183. ration PRINT WITH SETUP displays the printer options and then print the HTML display VIEW SOURCE displays the HTML code no changes can be made EDIT TEMPLATE WITH NOTEPAD opens the relevant htm and qry in notepad Users with HTML programming knowledge can edit these files to meet the requirements of the property EDIT TEMPLATE WITH ASSOCIATED APPLICATION opens the relevant htm and qry with the program associated with these file types Users with HTML programming knowledge can edit these files to meet the requirements of the property How to use HTML Expressions to customize the HTML display Properties can configure and store customised html files in the Version 8 directory for htm files The files are displayed in Suite8 either by logged in user user language customised htm files for all users or language specific htm files for all users The priority Suite8 uses to determine which file to use is in the sequence as listed Customised htm file by user initials To display a customised htm file by user initials the htm file has to be called USR_USERINTIALS_HTMFILENAME HTM Example For a user with the initials DS the file has to be called usr_ds_quickinfo htm Customised htm file by user language To display a customised htm file by user language the htm file has to be called CUST_LANG_LANGUAGE SHORT DESCRIPTION_QUICKINFO HTM Example If the language short description is F for French the user has to select this
184. re the main query is query number 1 and the parameter is field ygrp id from the main query number 1 Gives the possibility to use 2 parameters in the query One auto parameter from the report 101 102 if field 3 NOTESFLAG gt 0 XXXXX if dif parameter CONF_XCMS_ID gt 0 and parameter CONF_GREETINGTYPE 1 and field 1 LETTGREET lt gt field 1 FAM_LETTGREET_LASTNAME dif forall 2 forall signature parameter parameter SP_USER_ID Appendix F Translated Static Fields Translated Static Field v8_rep_statictext Accommodation CONF WLAN ID v8 rep statictext Adult CONF WLAN ID v8 rep statictext Adults CONF WLAN ID v8 rep statictext Allotment Details CONF WLAN ID configuration and one parameter from the main view In our case the field yemn id from query 5 Condition using if Please have a look at the samples for more examples of if else lif does not support and or or Condition using dif Please have a look at the samples for more examples of dif else dif supports also and or or Start looping over all records of query 2 Attention the execute statement of the query must be specified before the forall When you need to loop over the records of a subquery within a loop of a query you must first specify the forall of the main query and within this forall run the subquery and then do a forall of the subquery See FCR CCM 75411 Event Details 1 and 2
185. ref action EditEvent parameter field 5 yevm id Billing Instructions lt a href action EDITBILLINGINSTRUCTIONSOFRES parameter parameter bi a br Locators a href action EDITLOCATOROFRES parameter parameter gt locator lt a gt lt br gt Traces a href action EDITTRACESOFRES parameter parameter gt traces lt a gt lt br gt Messages a href action EDITMESSAGESOFRES parameter parameter gt messages lt a gt lt br gt HTML HTML Note The standard HTML files provided with Fidelio include this functionality HTML Copy Information It is possible copying information from HTML files to clipboard by selecting items from HTML using right mouse short cut menu and selecting COPY TO CLIPBOARD or short cut key CTRL C This information can then be pasted to any open file by using right mouse menu option PASTE or short cut key CTRL V The menu option Copy to clipboard is controlled by the user right Copy to clipboard from HTML under Users User Definition Rights Miscellaneous HTML Style Sheets The following HTML style sheets are available for use and are supplied along with the standard HTML files FidelioV8 css font type Tahoma FidelioV8 Arial css font type Arial FidelioV8 Times css font type Times New Roman Note The standard HTML s are linked to the FidelioV8 css style sheet When using a style sheet other than the standard you must rename the used sty
186. rface Service Name Auto Run Alive M Start fe Setup 3 Select TRANSPONDER MAKE KEY and click SETUP the Transponder Make Key Settings dialog box is displayed e Transponder Make key Settings Make Key Time out seconds D Timeout between keys seconds 0 Timeout after each Batch seconds 0 cule EE Cancel 4 Complete the make key settings by entering in seconds the MAKE KEv TIME OUT SECONDS the TIMEOUT BETWEEN KEYS SECONDS and the TIMEOUT AFTER EACH BATCH SECONDS 5 Enter the View NAME the source view name must have the column zfac id and ztra number The service reads the view in the default order Fidelio Server 27 28 6 Click OK to save the transponder make key settings Transponder functionality is controlled by the parameter Transponder Handling under Setup Configuration Global Settings Generic Generic 2 tab The skipping of the make key procedure when checking in a transponder financial account is controlled by the parameter Skip Make Key at Check In for Transponder FAs under Setup Configuration Global Settings Interfaces Interface IFC8 2 tab The skipping of the make key at transponder check in can be set per terminal via the option Skip Make Key at Transponder Check In under Setup Configuration Miscellaneous Terminals amp Printers Terminals Tab Fidelio Server Activity Log The following activities are recorded in th
187. rket code is linked to the rate code the one from the rate code is used Note The redirection service bit ly for URL shortening is only available for Fidelio Suite8 home page How To s How to configure Social Media Network Interaction Under Global Setting Generic 4 Tab Activate the account lf FaceBook Reset Access Iv Twitter Reset Access Iw bit ly User mfdemoprogram API Key bM Field Definition Legal Values Facebook Defines if a Facebook account is used Check YES Blank NO No Login For facebook and authentication is performed when Credentials are pressing facebook button from the Social Networks stored dialog box Reset Access This is used to log out the user from facebook Press this button to log the user for Token Fidelio Suite8 out from the facebook site Twitter Defines if a Facebook account is used Check YES Blank NO User Enter the User Name for Twitter Password Enter the Password for Twitter bit ly Activates bit ly the URL shortcut redirecting service Check YES with real time link tracking to Fidelio Suite8 home Blank NO page bookings the user and the provided API Key have to be entered User The User for bit ly API Key The API key provided by bit ly Check YES Blank NO Miscellaneous Reports Under reports create two sections For the Rate Query the section role is Social Networks Rate Report For Calendar Events the section role of the report is Social Networks Events Report Multiple templates
188. roasted chickenbreast 1 Parking Valet Red Snapper with red curry and limes fennel andrice Parfait of coffee with oranges 205 206 Example of function sheet change log Functionsheet Organizer Micros Fidelio UK Contact on site Mr Sascha Gaidi Banqueting Dept Luc Swankaert Booking Name Function sheet wth some changes Contract No 1357 2 FA Account 0 Arrival Departure 29 05 2013 30 05 2013 Change Log Time Type User Text 29 05 2013 21 04 75 Swankaert Company Contact changed from Ganske Doris to Gaidi Sascha 29 05 2013 21 04 64 Swankaert Booking Name changed from Function sheet with changes to Function 29 05 2013 21 00 29 05 2013 21 00 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 02 29 05 2013 21 01 29 05 2013 21 01 29 05 2013 21 01 29 05 2013 21 01 29 05 2013 21 01 29 05 2013 21 01 123 Swankaet 116 Swankaer 123 Swankaer 128 Swankaer 150 Swankaer 150 Swankaert 150 Swankaer 150 Swankaert 150 Swankaer 230 Swankaet 277 Swankaet 277 Swankaet 277 Swankaet 275 Swankaert 275 Swankaet New SENT aa sheet with some changes inci in Packaged changedfrom Yes to Nofor event Lunch IO 1781 Date 29 05 2013 No of Attendees changed from 12 to 10 for event Lunch ID 1781 Date 29 05 2013 Incl in Packaged changecfrom Yes to No for event Meeting ID 1782 Date 29 05 2013 Added Function Space for event Meeting ID 1782
189. rom V8 EDITOR GPS where GROUP ID CONF_YGRP_ID order by GUEST NAME 14 Static text transiatons v8 rep stabctext Adut CONF_WLAN_ID TTR Adult v8 reo stabctext Aduits CONF WLAN ID TTR_Aduts v8 rep stabctext Arrival Date CONF _ RUMOR LTM etn pem Date ye statctext Group p COE M v8 rep stabctext Reservaton Status CONF WLAN ID TTR Reservation Status v8 rep sta ctext Room Type CONF MLAN ID TTR Room Type Word Merge HTML section of main HTML cfe Group reservations main data source Made by L5 25 03 2013 Changed on By Reason gt DOCTYPE HIML gt html lt head gt lt meta http equiv Content Type content text html windows 1252 0 lt link rel stylesheet tyne text ess href file bl FIDELIO Htm1 V8Wordmerge css gt lt head gt body gt table class main B lt tr gt Main ID Used in the Macro of the word template gt lt th gt ID lt th gt Parameters and Hotel Information lt th gt SP PRINTUSER lt th gt lt th gt SP LETTERUSER lt th gt lt th gt TR USER TITLE lt th gt Xth SP HOTELNAME lt th gt lt th gt HOTEL ADDRESS lt th gt lt th gt SP HOTELZIPCODE lt th gt lt th gt SP HOTELCITY th lt th gt SP HOTELWEB lt th gt lt th gt SP HOTELEMATL lt th gt lt th gt SP HOTELPAX lt th gt lt th gt SP HOTELTELEFON lt th gt lt th gt SP HOTELBANKNAME lt th gt lt th gt SP HOTEL
190. rom third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Contents lucro MTM 6 AUIBUS Uu Ud d E EIE I dE Db ET 6 CU ODECE OUP POL eun ou EO OLI LE I MD ag EL 6 Borebisi zcuciMo eMe ET 6 REVISION STOL V UU 6 EInfrOGHCUOD Lia c a OAE Aaea E E ERA EL AA AAE SEEE ESEE 7 lak UNS Edel SUED E E EO dom N A 7 Customisme Tidelo oues Grids oei oe e A A O N 7 Customismethe HTM Edis Py ase sa carsales ned utres Petar Gao ct uu cones 11 Minap eron OLY repe REM EE 13 PAVOU tes cessat mop setae ee ee ssa tasceamecsaset bate dou tot RE Oe DEOR de DU IE do Ud 13 Fidelio Startup Paraimelete cine et ka ku dada a o cada cad da RAAT LK ada Hia En 15 Fidelo startup Parane ters uote t Ste a aea itcr dm En scetaia emu aR 15 Fidelio XML Interfaces mii Ini rein re eer a inan vx cies vi Lie Dia EU LI SEU ES D EE UE 17 AMEP Intertace Installatiom Guide aso doses a eon EMO eodein bec 18 XML Proftle Tap OFC ai nemen is uri vo etd INR III LEVIA IE DUI IU IUE IRA I M MEER 19 Fidelo Serve EET 21 Database Setup on the Fidelo Servet o ee eae en ede ea ele 27 Fidelio server Exclusiv ily Sebupusmodn deua gates Li buc tenu R endis IU 24 Fidelo Server Mall Ser vBE isdem Dd d
191. rs Gundel Thank you for your reservation request We are pleased to confirm following reservations Rate CRS Hotel Arrival Name of Guest tg Dame 3817 101 01 2015 2015 Peters Geet 2 1DR 152 Sete enan for 07 201s Lerens Goes 2 158 62 Sincerely Y ours supervisor Demonstration Steps to configure mail import Test the Outlook Web connection by entering the details in your local web browser before defining the URL User and Password in Suite8 Outlook Web App Mail gt Inbox O Items 4 Favorites a Inbox L5 Unread Mail A Sent Items 3 Inbox G3 Drafts Sent Items How To s 137 Define the folders from which email boxes should be imported How to define the Outlook Sources 1 Click MAILS from the MISCELLANEOUS to display the Mails dialog box beLeft beTop beRight bet bvRaised bkNone Edit folder Delete folder Add subfolders Hide inactive folders during import 138 3 Click NEw Source to display the Mail source dialog box Issued By Place of Issue Country of Issue Country of Birth Date of Birth 31 01 2005 Place of Birth 4 Select the TYPE e Outlook if using a local outlook folder and email is performed only from the workstation where the outlook folder resides e WebDav if using an Exchange the folder should be accessible from all workstations Outlook 5 Select the Outlook folder and then click
192. rver Stopped amp Top Line Profit Interface Stopped Night Audit scheduler Stopped Hotel Connector and CRS synchronization Stopped Remote reservation upload Stopped cai Wie Scheduled Task Runner Stopped IFC Queue Processor Stopped Info Board Stopped Interface notifier Stopped SM5 Sending Stopped Maintenance Reminder Stopped Application error transfer Stopped SalesForce Synchronization Stopped OTA XML Interface Upload Stopped Ideas Interface Stopped Mails Import Stopped Table Reservation Processes Stopped Automatic Cancellation Stopped o Details 3 Select AUTOMATIC CANCELLATION and click SETuP the Auto Cancel Setup dialog box is displayed E fAutoCancelSetup Micros Fidelio Demo Prog l E tm Interval minutes 4 Select RESERVATION CANCEL BY GUARANTEE CODE and enter an interval in minutes when this service should run 5 Enter the INTERVAL MINUTES The service reads the view in the default order 6 Click OK to save the automatic cancellation settings Note Automatic cancellation by guarantee code is applied only to reservations were no postings are involved The following message are prompted if there are reservations which cannot be cancelled Fidelio Server 29 30 Error while cancelling reservation Error while cancelling reservation for Last Name First Name Operation is aborted because user interaction is required Internal error Not in database transaction Can not save reservation Question
193. s new items 1 Yes No 7 Click Yes if all the returnable items have been given to the guest the reservation cannot be saved if this is answered with no 134 How To s 8 To decrease the number of returnable items click the 1 arrow a message is displayed asking if the returnable item has been returned by the guest v iS re Confirmation ee Som o Is Golf Clubs returned by the guest 9 Click Yes if the returnable items have been returned by the guest this can only be used to decrease but not remove completely the returnable item 10 Clicking No displays a message asking if the returnable items has been lost Confirmation i mxm x o Is Golf Clubs lost Yes No 11 Click Yes if the returnable item has been lost If a fee is charged for lost returnable items then this is posted automatically 12 Clicking No displays a message that the returnable package cannot be removed without setting it as returned or lost Hi Fidelio Suite 8 Returnable packages can not be removed without setting it returned or lost 42 Copy to dipboard kx Save 13 Click OK to close the message 14 Click OK to save and close the reservation Note On the Package Grid screen the package multiplier is not available for due out reservations partial return or loss can only be set via the returnables screen Returnable item functionality is controlled by the parameter Returnable items under Setup Configuration
194. s are configured in the section Voucher Management under Setup Configuration Global Settings Generic Generic 3 Details of voucher redemption including the voucher number redemption amount and reservation ID are displayed in the user log if the option Redeem is selected under Setup Configuration Users User Log Voucher Management Voucher types are configured via the option Voucher Types under Setup Configuration Voucher Management How to set up calendar events with rebates A global rebate or a rebate valid for a specific time frame may be defined using calendar events A calendar event such as Happy Hour in the bar can be setup for a specific time frame or a calendar event can be setup with a rebate which is valid for the entire day The calendar event is set up for the time period required and the appropriate rebate code is linked Upon posting a charge the rebate attached to the billing window is checked then the rebate linked to the reservation or financial account and finally the rebate code attached to the current active calendar event The appropriate rebate is then posted The type of rebate and the origin of the rebate are displayed on the posting details screen the origin displays if the rebate was attached to a specific billing window to the reservation or if it was a day rebate attached to a calendar event How To s 181 Bil View Posting Details Posting Details Extras Hist
195. s not displayed in the task bar select SERVICES from the CONTROL PANEL ADMINISTRATIVE TOOLS and double click on the service name to start the service If the Fidelio Server is not installed as a service double click on the FidelioServer exe in the Fidelio Suite8 program directory The Fidelio Server icon will then display in the task bar How to configure Fidelio Server for automatic night audit ip Right click on the Fidelio Server Icon in the task bar 1 2 Select PROPERTIES 3 Select NIGHT AUDIT SCHEDULER from the Fidelio Server Menu 4 Click the SETUP button 5 Complete the options as per the night audit settings dialog box 9 Fidelio Server EL X File Options Service Name Status Auto R P Start Mail Server Stopped Socket Server Stopped Top Line Profit Interface Stopped Night Audit scheduler Stopped Remote nrafile cvnchroanization Skanner F 9 Night Audit settings l p IV Bunday fizisspm enable al x v Monday izsspM Disable al v Tuesday 12 55 PM i w Wednesday izssPM v MV Thursday izssem e e i v Friday izsspM v 4 M Saturday izsspM v Login as user SUPERVISOR FIDELIO Command line Cancel iBl xi Same time Automatic Night Audit 39 40 Fidelio Server Night Audit Settings dialog box Field Day of the week Sunday Saturday Time Login as user Command line Enable all Disable all Same time Test time Definition Check d
196. short cut menu Telephone Book From the telephone book the contact is reached by selecting and pressing Call button How To s 153 Signature Pads Signature pads may be used to electronically sign documents such as registration cards The signature pad is connected to the terminal the registration card is displayed on the signature pad and guests are able to view and digitally sign The electronically signed document is then stored with the guest s profile The signature pad natureSign Pad Colour StepOver GmbH is supported as of version 8 9 6 1 StepOver GmbH Otto Hirsch Br cken 17 D 70329 Stuttgart Tel 49 711 120 269 59 naturaSign Pad Colour GTIN order no 4260130060572 Signature API GTIN order no 4260130060442 Key Points Registration cards can be digitally signed and stored via the signature pad interface Signed registration cards are stored in PDF format and can be retrieved via the option Correspondence Lookup There are 2 possibilities for signing the document e AUTOMATIC SIGNATURE the guest signs the registration card in a predefined position this option is generally used when the location of the signature is fixed on the document e MANUAL SIGNATURE the reception clerk will as part of the signing process indicate with the mouse where the guest should sign this option is generally used when the signature location is not in a fixed position and requires a staff member to
197. ssage Crystal Runtimes With Fidelio Suite8 Version 8 8 4 0 support for Crystal net runtimes has been added Crystal Runtimes 12 SVP2 is required on all clients running Fidelio Suite8 The file FidelioCrystalNET dll in the Fidelio Suite8 program directory supplied with this version covers these requirements and need to be registered using the Assembly Registration Tool Regasm exe which is automatically performed when starting Fidelio Suite8 once logged on to Windows with Administrative Rights Note For XML IFC workstations the Regasm exe needs to be executed with the additional parameter codebase if Crystal Reports are used or starting Suite8 once as Administrator on all workstations not used as XML Interface The register bat shipped with this release has been also adapted to include the registration of the new DII however it needs to be modified for XML Interface PCs Additional information The registration key for FidelioCrystalNET dll is stored in the following directory of the registry HKEY CLASSES ROOTFidelioCrystalNET CrystalNET The following error message will occur when printing a report and the FidelioCrystalNET dll is missing not properly registered or Crystal Runtime 12 SP1 instead of SP2 are used The system cannot find the class specified ClassID 02373E95 5F6C 307E AE98 EC92F2B13F2D How to activate email validation Functionality is available in Fidelio Suite8 to use a public web service in order to vali
198. start the Mail Server manually click START 9 Fidelio Server Ex File Options Mall Server Socket Server Top Line Profit Interface Might audit scheduler Hunning Stopped Stopped oho p ped amp j Star stop x etag 3 Click DETAILS to check the processing details of the mail server a screen similar to the following will open 9 Email Sending Details 15 02 2010 12 22 23 PM 15 02 2010 12 22 23 PM 15 02 2010 12 22 23 PM 15 02 2010 12 22 23 PM 15 02 2010 12 22 25 PM 15 02 2010 12 22 25 PM 15 02 2010 12 22 25 PM Connection reset by peer 15 02 2010 12 22 26 PM 15 02 2010 12 22 26 PM 15 02 2010 12 22 26 PM 15 02 2010 12 22 26 PM 15 02 2010 12 22 28 PM 15 02 2010 12 22 28 PM 15 02 2010 12 22 28 PM Connection reset by peer 15 02 2010 12 22 28 PM 15 02 2010 12 22 28 PM 15 02 2010 12 22 28 PM 15 02 2010 12 22 28 PM Checking mails For sending Initiating sending the mail to ra Connecting to 172 298 100 6 Connected Disconnecting Disconnected S00 Socket Error 10054 SafeCall Exception Connecti Initiating sending the mail to ra Connecting to 172 28 100 6 Connected Disconnecting Disconnected 500 Socket Error 10054 SafeCall Exception Connecti Initiating sending the mail to ra Connecting to 172 298 100 6 Connected 4 Click CLOSE to close the details screen Email Sending Email Template The email template is defined under Miscellaneo
199. stration card template examples are supplied with the Suite8 demo database e 73402 Registration Card Sign Pad E for internal editor e 73411 Registration Card Sign Pad CR for crystal reports How does the signature pad work with Suite8 1 zs J How To s From the Reservation Navigator select the required reservation Select REGISTRATION CARD from the OPTIONS menu or Click EprT to display the reservation edit screen and then select REGISTRATION CARD from the OPTIONS menu The Print Registration Card dialog box is displayed Hs Print Registration Card lo Select Registration Card JetWeh Registration Number 1 Preview E Sr Cancel Select the REGISTRATION CARD template required from the drop down list 155 4 Click SIGN The guests registration card is now displayed both in Suite8 and on the sign pad There are two signing options available e AUTOMATIC SIGNATURE the guest signs the registration card in a predefined position this option is generally used when the location of the signature is fixed Note This option is only available if the report template contains the formula for automatic signature e MANUAL SIGNATURE the reception clerk indicates with the mouse where the guest should sign the registration card 5 Select Automatic signature or ask the guest to select Start signing on the Sign Pad Or 6 Select Manual signature and use the mouse to point to the signat
200. t from v8 rep yres infos where yres id TRIGGER PARAM Body Report k Eg Subject Report k ET Recipient List nfos where yres id TRIGGER PARAM Sender E Mail reservation demohotel com 4 Select the option RECIPIENT LIST IS A QUERY 5 Click OK to save the scheduled task How to define the confirmation letter or correspondence To automatically send a confirmation letter or correspondence any report from the report section for confirmation letters and correspondence can be selected Confirmation If a report from the report section with the section role CONFIRMATION has been selected the scheduled task can only be saved if e The rhythm is TRIGGER BASED e The trigger RESERVATION has been enabled Profile If a report from the report section with the section role PROFILE LETTER has been selected the scheduled task can only be saved if e The rhythm is TRIGGER BASED e The trigger CUSTOMER has been enabled Note If the scheduled task is saved with any other trigger then the warning This report can be used only with trigger type Reservation is displayed How to use the parameter in a report The following example shows how to use the parameter in a report for the scheduled task Report Report File Description SERENATA_ MAIL Parameters Properbes TRIGGER_PARAM How To s 187 B Query Definition SERENATA SERENATA XCMS select from v8 rep yres infos w
201. t our property and would like to confirm the Code CEmMO1013 Start Date 22 10 2013 End Date 2M10 2013 Piane note that a NON guaranteed booking wil be neleased automatically at 18 00 on the day of arrival Sinnen vun Word Merge Word Merge Party Reservation 3778 displays a nice example of a PMS party reservation confirmation letter Party Reservations made by Fidelio Suites To Mr Mary Paher Paris Garden TA AIP Liverpool England From Jeff Miller Ta direct 49 2131 1370 Emai virco com Date Neuss 03 September 2013 Dear Mra Fiber We are lock ng forward to welcoming you and your guests at our Property Please find your axYimabon as folicws Guest Name Mrz Mary Fisher Arrival Date 16 12 2013 Departure Date 18 12 2013 Adults 1 Adit i Mary Fiiher 16 12 2013 18 12 2013 1 Double Room s r Pod Tanylor 16 12 2013 18 12 2013 1 Double Rocen s r Robn Sherman 15 1 2013 18 12 2013 1 Double Room s Please do not hesitate to contact us should you need further information or acestance a FP i ii Hb oli ALL 93 Message Template 1024 to be checked under Reports by entering the Message ID via REPORTS run the 73620 Message Template with message_id 1024 to display an example of what can be done in word Front Office Made by To Poul Keys Room number 318 From Liz o Contact Info 01832 523001 b Message taken by Miller Jeff Date 27 September 2012 Time 10 1
202. tale TTR Food Beverage TTR Totale TTR Miscellaneous i TOTAL REVENUE _CCM Word Merge Appendix B V8WordMerge CSS The Css file contains the general formatting of the HTML sample reports it is located in the HTML directory and must be present on all workstations where word merge will be used When changing the CSS file a copy must be made so as not to be overwritten when applying an update of Suite If anew CSS is created or the original CSS renamed then all references to the CSS in the HTML reports will have to be changed Guidelines for creating or changing a CSS file Start with basic defaults for the HTML elements for example the font size required Add some general classes which can be used for any HTML element in your HTML reports such as alignment Start with specific classes for example different table style classes Document your classes for support purposes For all styles configured in the CSS file see Appendix G Tables styles used in the CSS file Word Merge 97 98 Appendix C Sample Reports in Demo Database Section 7309 754 Sub Section 73090 730900 73091 730910 73092 730920 7392 754 7541 7543 Type Word Word Word Html Html Html Html Word Html Html Word Html Html Html Word Word HTML HTML HTML Report 730900 Confirmation Individual Changes WM 730901 Confirmation Individual Details WM 730902 Confirmation Party WM
203. tarted with this parameter then no forced Garbage Collection is executed when running Crystal reports nochrome chrome is the default internal browser and uses LocalV8 css to use the internal HTML browser Suite8 has to be started with the parameter nochrome and will then use NoChromeLocalV8 css instead of LocalV8 css noext useful for online demos or fairs Fidelio Suite8 can be started with the parameter NOEXT on the command line to disable access to external applications The option EXTERNAL APPLICATION can be selected from the miscellaneous drop down menu but the message External Applications are not allowed is displayed upon selecting an external application allowduplicateifctriggers may be used so that a new interface trigger is always created multipleInstances allows multiple instances of Fidelio Suite8 to be started on a single machine Fidelio Startup Parameters 15 3 Fidelio XML Interface XML License code With Fidelio Suite8 6 the XML Interface is subject to a license code Two licenses are available under Setup Miscellaneous License V8 Sublicenses Software Interface XML Interface Standard Edition The standard edition includes support of standard functions from the generic XML Interface XML Interface Enhanced Edition The enhanced edition includes in addition to the standard functions the execution of custom sql select statements to be parsed to It is only possible using custom update insert
204. tation a normal telephone is installed the phone and the client are connected via TAPI Server Outgoing calls In Fidelio Suite8 under Customer Profiles on the communication dialog box the telephone icon is clicked and the entered number is dialed from the connected phone Hang up is performed via Fidelio Suite8 or the phone Since Version 8 8 1 0 support for accepting incoming calls has been added Incoming calls If a call arrives the phone rings and the number of the caller pops up in Fidelio Suite8 in HTML view If the phone number is found on a profile the name is displayed if a picture is linked to the profile it is also displayed To use this the corresponding HTM and QRY files Incomincallinfo have to reside in the Fidelio Suite8 HTML directory How To s Calling number is 0175292 Accent Cat qe End Cal This matches to the following profile Name Phone Type Phone number Gaidzinski Sascha 2 Mobile Business Direct 0175292 a The call can be accepted or declined via Fidelio Suite8 or using the phone Note sometimes only 3 digits are transmitted with internal phone numbers Fidelio Suite8 searches for the related number and displays depending on the internal line all customer profiles with these 3 digits in the telephone number Customer Profiles When editing a profile the customer can be called by pressing the Telephone Icon or from the Profile Tree when selecting communication and using the right mouse click
205. te8 supports automatic cash drawer opening SLIMLINE provided by Cash Bases UK http www cashbases co uk was used to test the functionality Automatic cash drawer functionality is available on the following options e Petty Cash e Paid Outs e Payments e Close Cashier e Currency Exchange Requirements Workstations have to be connected to a cash drawer via the com port Each workstation equipped with an automatic cash drawer has to be configured for the cash drawer and under Setup Configuration Miscellaneous Terminals amp Printers On the department code setup the field OPEN CASH DRAWER has to be selected for cash department codes that should automatically open the cash drawer when using this department code in Cashiering 150 How To s How to configure Telephony Fidelio Suite8 supports the TAPI Telephony Application Programming Interface a Microsoft Windows API which provides computer telephony integration and enables PCs running on Microsoft Windows to use telephone services Fidelio Suite8 communicates with the TAPI client Telephony functionality in Fidelio Suite8 allows calling a number directly by voice over ip and accepting incoming calls Calls can be placed from the following options When editing a communication of a profile and clicking on the Telephone icon displayed in the communications panel When selecting a communication on the profile tree and selecting the Call option from the right
206. tes eo ooo Eee Ie Ee FOR en Sta eate 181 How to setup an altemative letter greeting s rode EP e E ete etai unie Fein 182 How to setup trigger based scheduled tasks for automated email sending 183 How to add calendar appointments to email eene 189 How tocotideur qmuluple key Cards deo do Du piede dca ee 190 Israel Trial Balance How How 14 Index to setup function sheet with changes to set up the Kiosk Interface Preface Audience This user manual is intended for system users and system administrators Customer Support To contact Oracle Customer Support access My Oracle Support at the following URL https support oracle com When contacting Customer Support please provide the following Product version and program module name Functional and technical description of the problem include business impact Detailed step by step instructions to re create Exact error message received Screen shots of each step you take Documentation Oracle Hospitality product documentation is available on the Oracle Help Center at http docs oracle com Revision History Date Description of Change July 2005 e 8 5 0 0 First Issue Small Business Edition May 2008 e 8 7 Updated for Version 8 7 June 2008 e 8 7 3 1 Updated for Version 8 7 3 1 May 2009 e 8 8 Updates for Version 8 8 Sept 2010 e 8 8 Updates for Oracle 11gR1 Jan 2012 e 8 9 Updated for Version 8
207. the initials DS the file has to be called usr ds quickinfo htm Customised htm file by user language To display a customized htm file by user language the htm file has to be called cust lang language short description quickinfo htm For example if the language short description is F for French the user has to select this language under user settings startup language and the file such as quickinfo htm has to be called cust lang f quickinfo htm Customised version for all users To display a customised version of htm files for all users the HTML files have to called cust HTMLfilename htm for example cust quickinfo htm Customised version by language To display a customised version by language the HTML files have to be called lang short description of the language HTMLfile htm for example lang f quickinfo htm were f stands for the short description of the language How to hide or show expressions depending on activated features or license The following expression can be used to hide Conference Information on the HTM file for example when working with the small business edition if const isBnB 1 lt if else if feature Meeting Planner Conference runquery 2 If and Dif conditions The Delphi script evaluation component called DIF can be used for all conditions allowing usage of more than one logical expression on HTML files For example dif field6 YRES EXPARRTIME 0 0 and field4 arrivaldate 0
208. the items Returnable items are indicated by an indicator on the reservation screen if the indicator is colored red then the returnable item is currently with the guest Upon check out a message is displayed asking if all items have been returned the check out cannot be completed until all returnable items have been returned or marked as lost Returnable items can be returned during the stay or at the time of departure If not returned then the item can be marked as lost and if a no return fee is configured then a charge is posted Returnable items can be marked as lost during the stay or at the time of departure The ret lost button on the package grid lets you set returned lost items at any time Returnable item functionality requires the following How To s Activate the parameter RETURNABLE ITEMS under Setup Configuration Global Settings gt Reservation Reservation 4 tab Assign a cashier via the option CASHIER NUMBER FOR DEPOSIT under Setup Configuration gt Global Settings Reservation Reservation 4 tab This cashier will be used to post the deposit for the returnable item if the logged in user does not have an open cashier Define a package items as returnable by completing the MORE fields tab i Returnable Mo Return Fee m Deposit Department Code W Don t Post Zero Charge a no return fee defines the fee if to be charged if the time is not returned Charge a deposit defines if a de
209. this sub section is located under OTHER TEMPLATES 739 Other Templates eA 7390 Luagage Label 7391 Guestcheck Template 7392 ICS Template 7393 Virtual Number Label 7392 General Html Parts 4 With the GENERAL HTML Parts section selected click the IMPORT button 5 Locate the report FCR PMS 73920 SiIGNATURE UsER and click OPEN to import it How to import the Conference report examples The example reports for Conference Management are FCR CCM 75400 Contract Rooms 1 WM FCR CCM 75401 Contract Rooms 2 WM Create the section for the Word Merge Reports Templates 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the sectionTExT TEMPLATES gt CCM and create a new sub section called CCM CONTRACTS see How to create a report section The SECTION ROLE must be defined as CONFERENCE and the SOURCE TYPE must be defined as WORD In the demo database this sub section is located under TEXT TEMPLATES CCM Word Merge 63 7 Text Templates El 71 CRM Fl 73 FO El 75 CCM Le750 CCM Crystal 751 Editor Reports H 752 Menu Cards 753 Participant List 759 Miscellaneous ee 754 CCM Contracts WM 3 With the CCM CONTRACTS section selected click the IMPORT button 4 Import the reports FCR CCM 75400 Contract Rooms 1 WM and FCR CCM 75401 Contract Rooms 2 WM Create the sub section for the HTML Parts You may create as a subsection beneath your word section but this is not
210. tivation of the parameter USE MYTAXI INTERFACE under Setup Configuration Global Settings Interfaces Interface 6 tab Each hotel has to register on the myTaxi site click the REGISTER ON MYTAXI button a message is displayed to confirm the registration 121 122 How to book a taxi 1 Click RESERVATION from the coloured shortcut bar and then click RESERVATION 2 On the Reservation Navigator locate and point to the required reservation The RESERVATION DETAILS are displayed in HTML format in the lower part of the screen Reservation Details Name Mr Ralph Aceti 9 Reservation No 2985 9 Arrival Friday 16 11 2012 Departure Wednesday 21 11 2012 Nights 5 Rooms 1 Double Room Room No 105 No of Pers 3 Adults Rate Code Price RACK 90 00 EUR Packages Breakfast included Inclusive Open Balance 0 00 Market Code Weekend Order a Taxi ni 3 Click the button The myTaxi online booking form is opened in the web browser online booking gt Jeng znyS Hotel ibis Styles Duesseldorf Neuss S Anton Kux S Finished 0 4 Complete the details and click ORDER to Map Satellite Welcome Hotel Guest Micros Fidelio Logout Demo Program Telephone 49 2131 1370 Pick up address Europadamm 2 41460 Neuss Destination Destination Optional Booking Options 9 Pick up date EL Debit Card E Credit Card S Courier Trip X Airport Trip Ecological Taxi Passenger name Gu
211. tree and double click the function SIGNATURE to select it How To s 117 118 10 11 10 x s UnEuro Signature userlD v LoadObjFromFile Returns an Email Signature for the user If userlD is Field not specified the signature of the logged in user is LookUp returned TranslateData TranslateStatic T ext TranslateDate GlobalSettings Description Signature userlD Toword NumTostr Or And EncodeDate etripstring AdjustLineFeed DeCryptMaskCCNumber EvaluateOracleFunction UnzipFieldValue Signature Parameters amp Fields signature userlD Cancel An explanation of the signature function is displayed in the top right hand side The function DESCRIPTION is the text that is displayed in the report template The description can be changed to a name that is easily recognisable for example SignatureLoggedInUser SignatureConfMgr or SignatureRmsMgr Click OK to insert the function into the document for example here we changed the function description to UserSignature Y ours sincerely c Lene eodeni Reservations Department SP HOTELNAME Click SAVE on the FILE menu to save the document Click CLOSE on the FILE menu to exit the Internal Editor screen Click OK to save the changes and exit the Report Edit screen When the report is run the user signature will be displayed as follows Y ours sincerely af Nf A MAAN i h
212. up Configuration Miscellaneous Terminals amp Printers 1 Open the TERMINALS tab 2 Select the Terminal workstation 3 Click NEw button on the printer and application section the printer tab will open by default Enter the DESCRIPTION Select the Tobit FaxWare Printer Click the SAVE button to save settings Select the Print job on terminals tab Click the New button Select the Terminal E pe SY LES 10 In the Print Job field select FAX OUTPUT 11 Select the Tobit FaxWare Printer as both the Primary and Secondary Printer 12 Click the SAVE button Miscellaneous Reports Under Miscellaneous Reports at least two sections need to be defined for confirmation letters One section for all confirmation letters sent via fax and one for other confirmation letters These sections should only differ in the print jobs The section for Fax confirmations needs to be defined with the print job FAX OUTPUT The section for other confirmation letters needs to be defined with the print job CONFIRMATION LETTERS In Fidelio Suite8 the templates used for the fax need to be configured with the codes so that corresponding parameters such as the fax number can be transferred to Tobit FaxWare A list of all codes is included in the online help of Tobit At least the code Nummer database field of the number or email address has to be configured For example NUMMER lt lt com communication_value gt gt All values
213. urces In the screen shot In this example we configured 2 sources in the mail source configuration Those sources are now visible in the user rights All users user groups who should see those mails should be assigned to the source Mails 1 View Delete i Change processed flag Import Remove lock mde 1056 watter 1055 How to configure the Fidelio Server 1 Open Fidelio Server and select MAILS IMPORT 140 How To s 2 4 Es Er Fidelio Server Micros Fidelio Demo Program File Options Mail Server Stopped Socket Server Running wf i Stop Top Line Profit Interface Stopped Night Audit scheduler Stopped Hotel Connector and CRS synchronization Stopped 7 Setup Remote reservation upload Stopped d Te Scheduled Task Runner Stopped IFC Queue Processor Stopped Info Board Stopped Interface notifier Stopped SMS Sending Stopped Maintenance Reminder Stopped Application error transfer Stopped SalesForce Synchronization Stopped OTA XML Interface Upload Stopped Ideas Interface Stopped Table Reservation Processes Stopped Automatic Cancellation Stopped Service Name Status Auto Run Alive y Start amp m Details Click the SETUP button ei Setup Proxy Server Port w Enable Logging to file Execution Interval 120 seconds Select the option ENABLE LOGGING TO FILE It is recommended to activate the log file and monitor the mail activity initially however it can be disabled
214. ure section where the guest should sign the document Be Sign Pad o le ls Micros Fidelio Demo Program co 8 00 Ragistration Card 28 03 2015 30 03 2015 Family Name First Name Demonstration Date af Birth Franklin Strasse Postal Code Country 1 J120 Berlin TIS LIABLE OF ALL REGISTERED CHARGES UNTIL BALANCE HAS BEEN PAID THE GUEST ACCEPTS THAT THE HOTEL D RVES ALL RIGHTS TO DEBIT THE T CREDIT CARD ANY OUTSTANDING AMOUNT PARKING IN FRONT OF THE D THE GARAGE IS AT YOUR OWN RISE THE GARAGE IS APUBLIC GARAGE WITHOUT 24 RVEILLANCE 7 The guest signs within the red rectangle area indicated on the signature pad 156 How To s E 3 4 a n dc ms are i Ie r I a T es Pr i u o 7 i M A i E 2d Bele 3 ne en ae mc xm ale eee EMT ae RN a pum fae Notes In Suite8 the registration card is now displayed with the guest s signature E cign Pad Micros Fidelio Demo Program Registrationcard Signature T Cose 8 Select CLOSE the registration card is automatically saved How To s 157 Note The signed document can be viewed directly in acrobat reader by selecting OPEN SIGNED PDF How to view saved electronically signed documents 1 From the Reservation Navigator select the required reservation 2 Select CORRESPONDENCE LOOKUP from the OPTIONS menu or Click Epit to display the reservat
215. us Reports with the section role Email Template and then selected under Global Settings Report tab Email Template When sending confirmation letters via email the letter email can be printed and is saved using the email template This functionality is for emails sent as body text not as an attachment Note When using the compression functionality for confirmations WTXT it is necessary changing the field EmailBody on the default email template report under Miscellaneous Reports to EmailBodyUnzipped If the body field is not changed but compression for the table WTXT activated it may happen when printing already sent email that the email body is missing Email Sending 37 8 Automatic Night Audit Properties such as sales offices which do not operate 24 hours 7 days a week can use this feature to automatically run night audit The user for the automatic night audit has to have the user rights to be able to start night audit Fidelio Suite8 can only run as one instance therefore it is required that on the workstation where automatic night audit will be performed no other instance of Fidelio Suite8 is running There are two ways to configure the automatic night audit Fidelio Server the setup is defined on the Fidelio Server Setup Control Panel Scheduled Tasks a task will start Fidelio Suite8 with the parameter autona Fidelio Server If the Fidelio Server is installed as a Service and the Fidelio Server Icon i
216. used with the codes will be transferred to Tobit FaxWare as long as the parameter is valid The codes will not print on the fax Reservations Options Confirmation letters The selected communication type should be fax From Fidelio Suite8 6 With Fidelio Suite8 6 the Fax button can be used when activating the flag USE PRINTER FOR FAX SENDING under Configuration Global Settings Report tab The print job has to be defined in the field FAX PRINTER SETUP The print job will be issued to the corresponding fax printer when pressing Fax button Using Tobit the codes will be translated and a dialog box will open allowing entering the fax number If the Global Setting is not activated the regular MS FAX API is used Fax Sending Configuration HTML 10 HTML HTML Expressions Properties can configure and store customised HTML files in the directory for htm files used by Fidelio Suite8 The files will show in Fidelio Suite8 either by logged in user user language or just a customised set by either property or language specific htm files available for all users The priority Version 8 uses to determine which file to use is in the sequence as listed if none of these files can be found the standard htm file is shown Following options and sequence are available Customised htm file by user initials To display a customized htm file by user initials the htm file has to be called userinitials htmfilename htm For a user with
217. uz P Crystal Syntax M x E a Report Fields xi E r Functions x E peras BE t V8 CCM CONTRACT YEVM 4 EH r Formatting Functions yi ie aw 1 a v8 CCM CONTRACT YBOM E Color Constants E B Competes e VB CCM CONTRACT YEVM c afi Math amp fs Comparisons e V8 CCM CONTRACT YEBS c f Summary lgh Strings amp e V8 CCM CONTRACT YBOM if Financial Ea Ranges e V8 CCM CONTRACT IND NZ 8 Strings wih Boolean am V8 CCM CONTRACT YBOM ei Date Time Er r ife Date Ranges x Pattern ie FidelioGetC DENEN THE MP SSUERURPUUE CIUUVPE SET 116 totext CONF CHANGESAFTER 7 MM dd HH mm ss O then seine else NewField 7 Click m to save and close the Format Formula Editor 8 Click OK to close the Format Editor How to display the booking note in a different color when it is changed When a booking note is changed it should be displayed in blue 1 Pass the parameter CONF CHANGESAFTER In order to pass the parameter to the sub report we used a little trick As we do not have a DateTime field in the sub report we created a dummy formula field DateTime in which we put the formula CurrentDateTime Now we can pass the parameter to the sub report If in other sub reports there are datetime fields you do not have to use this trick 202 How To s 2 Pass the formula fields which contain the colors to the sub report Creating them again in the sub report would be a bad idea as you would have to
218. ve been added the Reports part dialog box will look like this Word Merge 67 68 e Report parts Report part Name Becuton step 7309000 Confirmation Main main html 7309001 Reservation Changes reservationdetails lt ID gt 2 73920 Signature User signature ID gt mhtml 3 13 Click CLOSE How to import word merge reports from group Create the section for the Word Merge Reports 1 Click the MISCELLANEOUS menu and select REPORTS or press CTRL SHIFT R 2 Select the sectionTExT TEMPLATES gt FO and create a new sub section called CONFIRMATION LETTERS WM see How to create a report section The SECTION ROLE must be defined as GROUP CONFIRMATION LETTER and the SOURCE TvPE must be defined as WORD In the demo database this sub section is located under TEXT TEMPLATES gt FO 7 Text Templates Fl 71 CRM E 73FO EI 730 Confirmation Letters o L7300 7301 Conf Letters ED 7302 Confirmation Letters CR 7303 Conf Letters HTML 7304 Conf Letter Subject 7305 Webbooking 7306 Mail 7307 Group Conf Letters 7308 Block Conf Letters ge 7309 Confirmation Letters WM 3 With the CONFIRMATION LETTERS WM section selected click the IMPORT button 4 Import the report FCR PMS 730910 Confirm Group WM Create the sub section for the Word Merge Templates 5 Select the newly created section and create a new sub section called HTML Parts The SECTION ROLE must be defined as GROUP CONFIRMATION LETTERS
219. vents in Fidelio Suite8 to the Social Network Platforms Twitter and Facebook is supported Twitter is a social networking and micro blogging service owned and operated by Twitter Inc that enables its users to send and read other users messages called tweets Tweets are text based posts of up to 140 characters displayed on the author s profile page Tweets are publicly visible by default however senders can restrict message delivery to their friends list Users may subscribe to other author tweets this is known as following and subscribers are known as followers All users can send and receive tweets via the Twitter website the service is free Facebook is a social networking web site operated and privately owned by Facebook Inc Users can add people as friends and send them messages and update their personal profiles to notify friends about themselves Additionally users can join networks organized by workplace school or college The property has to have an account on Twitter or Facebook or both and activate these under Global Settings gt Generic 4 tab From the Rate Query a rate can be selected by pressing Post Networks button a report is generated The message is displayed in a text box and can be edited Post is performed by pressing Twitter or Facebook button Passing Parameters when posting rates to social media such as Facebook It is possible to add market source amp channel codes to the URL when posting rates to social media
220. vice and start it 4 Create a shortcut to the Win2K8 SessionO bat on the desktop 5 To access the Fidelio Server configuration options either double click on the short cut or alternatively press the VIEW THE MESSAGE button in the INTERACTIVE SERVICE DETECTION pop up message Note This message will pop up on a regular basis as it is controlled by Windows 6 Configure the Fidelio Server by clicking on the DETAILS button Note The CLOSE button and the X on the upper right corner have been disabled as using these would close the Fidelio Server making it no longer accessible 7 To return to the Desktop select the RETURN NOW button 8 The Fidelio Server can now be configured in the normal manner Fidelio Server 21 Removing the Fidelio Server Service from a workstation 1 Select RUN from the windows start menu or open a DOS Box 2 Type FidelioServer uninstall The Fidelio Server is removed Using more than one database instance When running Fidelio Server as a service the service has to be installed with the following command FidelioServer exe install instance ESP ESP is the code used under Setup Options DB instance setup The same command has to be used upon uninstall If Fidelio Server is not running as a service the command line on the short cut should be as follows C fidelio program FidelioServer exe instance ESP All services running with Fidelio Server will then use the entered DB instance Database
221. wordDocument WritePasswordiemplate Revert False Format wdOpenFormatAuto Connection SOLStatement E 1 SELECT FROM Tabile SQLStatementi End Sub This procedure is called from VE application We take the data from the datascurce and remove the quotes of the fields And put in variable vDATA t We insert the html sub reports inte the word document Alphabet Categorzed t We close the vData ViMergeMod te Sub ExecuteMerge Dim ID As String Set vData ActiveDocument MailMerge Data3curce ID Reglace vData DetaFields Item ID activedocument MasiMerce Execuce Pause Troe Comment or uncomment the following 2 lines based on wether you need those grids vo be inserted in your document ReplaceSecticn c EVENTDETAILS eventdetailla ID html ReplaceSection lt lt ROOMSINDIVIDUAL gt gt rocmsindividual ID hemi ReplaceSection ROOMSGROUPS rocmsgroups ID html ReplaceSecrtion ROOMSBLOCKS rocmsblocks ID html ReplaceSection lt lt DEPOSITS gt gt deposits ID html ReplaceSection lt lt SIGNATURE gt gt signature ID mntmil V8MERGEMODULE MACRO indicating the Merge fields and HTML Parts Reports Events Madeoy MAX future Schedule lt EVENTDETAILS gt gt TTR_BOOKING_ NOTES TR BOOKING NOTES TTR Totale TTR Packages TTR Total TTR Room Rental TTR To
222. xit or changing an event placed On the FRESEDIT form select the panel where the Policies selection box is to be How To s Arrival FidResArrivallabell Nights Departure FidResDepartureLiCancellation number Currency 09 06 2013 0 gt gt o9 06 2013 v FdResEditCencellationN i Room features Reservation color ESS Bling Info FdResEdtFree11 CRS no FidResEditCrsNumber 1 j jo9 06 2013 v Room type FidResEditRoomTypel isi Ratecode FidResEditRateCodel s Rate R type FidRes ditRateRoomTypet sas v Rate amount 0 00 C Def Tent Manual price raterythm Guarantee c zx Room idResEdtRoomi m PayMethod e Block FidReseditslok creditimit 0 00 Group FdResdtGoupi Print rate 5 On the Component Palette click the FIDRESSELECT tab 6 Click the select box FIDRESPOLICYCOMBo and then place the selection box by clicking the required location on the reservation form How To s 171 On eRe a E Object Inspector FidResPolicyCombo 1 TFidResPolicyCombo Properties Events Appearance Color Ct3D Cursor ParentColor Behavior DragCursor DragMode Enabled ImeMode ImeName TabOrder TabStop Visible El Fidelio ChangeEvent ExitEvent Cl Font GIFont ParentFont Cl Hint Name C Window i crDefault In crDrag dmManual iv imDontCare 2 v m TFont iv Returns sets the name
223. y is used The HTML sub reports which are linked to the word template use a CSS file for the styling of the HTML page This is specified in the Head section of the HTML page link rel stylesheet type text css href file file V8Wordmerge css gt The file is V8 code which points to the HTML directory of Suite8 where the CSS file is located The query in the query part of the HTML report selects the value and it is added to the lt Head gt section as follows Query 14 CSS File from global settings select WUSS VALUE from WUSS where WUSS_NAME UDEF_CSSFILE HTML lt html gt runquerywithautoparameters 14 lt head gt meta http equiv Content Type content text html charset windows 1252 link rel stylesheet type text css href file file field 14 WUSS VALUE gt lt head gt Note It is recommended to use file name other than V8Wordmerge css for your standard and your customers The demo database on the FTP server contains this key and all HTML reports have been configured to use it The CSSFILE key should be added to your standard database Word Merge Generic 1 Generic 2 Generic 3 Generic 4 Telephony 6 General Hotel Info 5 Guest Service Center 7 Mail_Hotel_ID Short FIDELIODEMO CIF HotelID MFS8DEMO HotelID 123456789 MyMicrosLocationID Suitea8Demo MyMicrosOrgID 508 MOR1 HotelID SuiteSDEMO OPTIMSACCOUNT DEMODE VEOSExportHotelID ABC The path for t
224. yres r where p CONF XCMS ID r yres xcms id Note Internally the YRES ID of the reservation is joined with the V8 SYS SCHEDULED CONFIRM CONF YRES ID The Views V8 SYS SCHEDULED PROFILE and V8 SYS SCHEDULED CONPFIRM have to be created in order to deliver the default parameter values which are passed on to the confirmation or profile letters Note Both views can be customized by adding the prefix CUST in front of the standard view name the customized view will then be executed instead of the standard one 184 How To s How to configure the scheduled task with triggers 1 On the MISCELLANEOUS menu select SCHEDULED TASKS 2 Configure a scheduled task as detailed in the screen shot Report C HTML XML C Export Report definition 73060 Gmail Confirmation english k E Export format XML HTML Y stination C FTP FIPS SFTFC File C Twitter E Mail C HTTP HTTPS C Facebook jk E Body Report xz Subject Report fe Recipient List jinfo micros com Sender E Mail reservation amp demohotel com Send as HTML Body Recipient Listis a Query Add def Attachments Email Attachments Add Result File Name chedule Rhythm Trigger Based x Run condition A Edit triggers select 1 from yres where yres_id TRIGGER_PARAM and nvl YRES_CRSSYSTEM lt gt S8HP 3 In the RHYTHM box select TRIGGER BASED How To s ere ees 4 Click

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