Overview

Routing Instructions enable you to automatically route certain charges away from the guest’s folio. When these instructions are synced to Duve, you can choose to hide accommodation amounts or exclude specific transaction codes from guest-facing payment requests.

This functionality helps:

• Keep the folio clean and relevant

• Prevent guests from seeing internal or operational charges

• Improve reporting and reconciliation for finance teams

• Allow hosts to control which transactions appear in Duve

All configuration is managed directly from the Duve's OHIP Connection page. 

How to Set Up Routing Instructions

There are two setup options, depending on your PMS configuration and your preferred method of excluding charges.

Before You Begin: Download the Setup Reports from OPERA Cloud

Before you configure routing instructions in Duve, download the following two reports from OPERA Cloud. They contain the routing instructions, package codes, and transaction codes you will need to enter on the Duve Connection page.

1. CF_BillingInstructions - provides the setup for Routing Instructions and the relevant transaction codes.
2. CF_PackageCodes - provides the setup for Package Codes and their relevant transaction codes, as well as alternative transaction codes (if relevant).

Download the CF_BillingInstructions report

1. In OPERA Cloud, navigate to Reports → Manage.
2. Search for the report using the following internal name: cf_billinginstructions

3. Download it as a PDF, or email it to yourself.

   

Note: Keep both reports on hand while completing the setup below - you will copy the routing instruction codes, package codes, and transaction codes from them into Duve.

How to set up Routing Instructions in OHIP, please see this article: Routing Instructions

Note: Duve can either use your existing Routing Instructions setup or you may create the routing codes. 

Option 1 (Preferred): Exclude Charges Based on Routing Instructions in Oracle

Use this option if you want Duve to automatically hide the accommodation price or other charges based on routing instructions configured in Oracle.

How it works

When the Routing Instruction code entered in Duve matches the routing instructions on the reservation in Oracle:

• Duve hides the accommodation prices

• Duve ignores all charges under those Rate Codes

• Only the amounts that should be charged to the guest will appear in the Guest Folio

Setup in Duve

1. Navigate to Settings > Connection > PMS & Channel Manager Settings.

2. In the Connection page, enter your Rate codes into:
   Agent routing instructions code field.
   
   

Duve will automatically apply the exclusion based on these instructions.

Option 2: Exclude Specific Transaction Codes Based on Routing Instructions

Use this option if you want to exclude particular transaction codes (including package charges) from appearing in the Duve Guest Folio.

Setup in Duve

1. Go to Settings > Connection > PMS & Channel Manager Settings.

2. Scroll to Routing Instructions transaction codes mapping.

3. In your PMS (OHIP), identify the Rate Codes that routes the charges you want to exclude from guest payment.

4. Ensure the transaction codes listed here match the ones you want Duve to ignore.

5. Add the Rate Codes under the Routing Instructions and list each relevant transaction codes to be excluded from showing to the guest. 

Excluding Package Codes

If you need to exclude package-related transaction codes:

1. Scroll to Package transaction codes mapping.

2. Verify that the package transaction codes match the codes that should not appear in guest payment requests.

Finalize the Setup

Navigate to Settings > Connection > PMS & Channel Manager Settings.

Add your Routing Instruction codes to:
Agent routing instructions code with transaction code limit

Only the routing instructions listed in this field will activate this feature.

Important:
Package codes will be ignored as long as a transaction code inside the package setup matches the transaction code in the routing setup.

How to find Routing Instructions Setup in Oracle (OHIP)

1. From the OPERA Cloud menu:
   Go to Client Relations > Profiles > Manage Profile.

2. Search for and select the profile.

3. Click Financials.

4. Click New and select a property.

5. In the Search and Select Routing Instructions screen:

   • Search for routing codes or transaction codes

   • Select the Routing Codes or Transaction Codes and click Add

6. Click Auto Populate Routing to apply instructions to related profiles.

7. To update routing instructions on an existing reservation:

   • Go to Bookings > Reservations > Manage Reservation

   • Open the reservation

   • Click Actions > Routing > Edit

   • Update the code or details

   • Click Save Instructions