Fidelio Suite 7 Night Audit Manual Front Office—Version 7.13 Creation Date: March 2002 Delphi is a trademark of Borland. MSDOS, Windows 95, Windows-NT and Microsoft Word are trademarks of Microsoft Corporation. R&R Report Writer is a trademark of Concentric Data Systems, Inc. Netware is a trademark of Novell Crystal Report Writer is a trademark of Seagate Software Inc. All other brand and product names are trademarks or registered trademarks of their respective companies. © Copyright Micros Systems Inc. March 2002 All rights reserved. No part of this publication may be reproduced, photocopied, stored on a retrieval system, or transmitted without the express prior written consent of the publisher. Micros Systems Inc. retains the right to update or change the contents of this document without prior notice. Micros Systems Inc. assumes no responsibility by the contents of this document. Table of Contents Getting Started..................................................................................................................5 The Process of Running Night Audit...........................................................5 Logging In to Night Audit ..............................................................................6 Symbols in Night Audit ...................................................................................8 Navigation keys ................................................................................................9 Accelerator keys ...........................................................................................9 Control keys and Shortcut keys ..................................................................9 The Quick Keys .............................................................................................. 12 Opening the Quick Keys main menu........................................................12 The Date field ................................................................................................. 14 Changing the date......................................................................................14 Displaying corresponding screens and dialog boxes ........................... 17 Using the blue drill down arrow ...............................................................17 Using the buttons .......................................................................................... 19 Printing screens and dialog boxes ............................................................ 19 Printing by clicking the print button........................................................19 Printing using the print pop-up ................................................................20 Saving and accessing print table files ......................................................29 Preparing the System for Night Audit ..................................................................... 33 Overview of the Preparations .................................................................... 33 Running the Preparation and Validation ............................................... 34 Dialog Box Options in Night Audit ........................................................... 58 Skipping Preparations for Night Audit ................................................... 61 Running Night Audit..................................................................................................... 63 Night Audit Status......................................................................................... 63 Running a Night Audit Less than 24 Hours After Previous Audit .... 63 More Preparation and Validation ............................................................. 64 Interruptions in Night Audit ...................................................................... 64 Restarting Night Audit after an Interruption........................................ 66 Page 3 Suite 7 Night Audit Manual Working During the Night Audit ............................................................... 68 Online Backup ................................................................................................................ 69 Running Suite 7 Backup .............................................................................. 69 Recommended Backup Plan ....................................................................... 70 Reorganization ............................................................................................................... 71 Running the reorganization program...................................................... 71 How Often to Reorganize Files .................................................................. 75 Reorganization of Certain Categories ..................................................... 76 What Is Being Indexed? ............................................................................... 77 Index ................................................................................................................................. 87 Page 4 1 Getting Started The purpose of Fidelio Night Audit is to finish the internal processing at the end of each day. This includes completing the accounting totals, validating data, purging files, and updating the internal databases. During Night Audit, the last necessary postings of the day are automatically controlled and generated, the daily statistics are calculated and printed, old data is deleted and the date is changed. As Fidelio has its own system date, it is not automatically changed at midnight but after finishing the night audit. Therefore, it is possible to run the night audit the next morning. In this case however, it must be considered that all revenues and payments, which are posted before the night audit statistically, belong to the old date. Also, fixed charges have not yet been posted. If there are check-outs before the night audit, advance folios must be printed. Once the night audit has been started, it runs automatically, unless there is an error in transferring back office details. If an error is encountered, the night audit will stop. If you do not wish night audit to stop due to errors in transferring back office details, the parameter BREAKBOFONERROR must be set to OFF. (See the Ssuite 7 Configuration Manual) The Process of Running Night Audit Performing a night audit consists of the following steps: 1. Logging into Night Audit. (See “Logging In to Night Audit,” page 6.) 2. Preparing the system for the Night Audit. (See“Preparing the System for Night Audit,” page 33.) Note: If the options Night Audit Backup and Night Reindex have not been included in your night audit configuration then it is recommended that you run a system backup (“Online Backup,” page 69) and reorganization (“Reorganization,” page 71) before running the Night Audit. Page 5 Suite 7 Night Audit Manual 3. Automatic running of Night Audit, including Limiting Access, More Validation, Main Section, End of Limited Access, Background Processing and Finishing Night Audit. The steps outlined above must be performed in the order shown in order to complete a Night Audit. This manual outlines each of the steps and tells you the purpose of each step. Logging In to Night Audit To use the Fidelio Front Office system you must log into the system first. You must have a valid User ID and Password. Logging into the system: 1. From the menu bar, click the Night Audit icon. The Login Screen appears. 2. Enter your User ID in the User ID box. 3. Tab to the Password box. 4. Enter your secret password in the Password Box. 5. Click Login. The Night Audit main screen appears. Page 6 Getting Started You are now logged into the system. Page 7 Suite 7 Night Audit Manual Symbols in Night Audit Each of the procedures in the Night Audit shows a symbol that designates the status of that particular procedure. Table 1: Night Audit Symbols Symbol Description A red cross denotes critical outstanding items. A yellow cross denotes that there are non-critical outstanding items. No outstanding records Start of a new section. Procedural item. Limiting access. End of limited access. Report Definitions. Item will be printed to file or printer. When Night Audit cannot find the defined printer, an error message will appear and night audit will stop till the printer setup is corrected. Denotes an information option. Page 8 Getting Started Navigation keys Accelerator keys Suite 7 Front Office has accelerator keys that allow you fast access to a field box on a screen or dialog box. When a letter is underlined you can press the Alt + letter keys and the cursor moves into the field box. For example, on the New Reservations screen the letter “A” is underlined in the Arrival date field. By pressing the Alt + A keys, the cursor moves into the Arrival date field box. To use the accelerator keys: From the screen or dialog box, press: Alt + letter The cursor moves into the field box. Control keys and Shortcut keys Suite 7 Front Office has control keys and shortcut keys that allow you to perform actions directly from the keyboard without having to use the mouse. Using these keys saves you time. For example, to open the Detailed Availability screen you would open the Quick Keys main menu and click on the icon. When you use the control keys, to open the Detailed Availability screen, use the control key Ctrl + D. The Detailed Availability screen opens. For Suite 7 Front Office control keys, see Table 2, page 10. For Suite 7 Front Office shortcut keys, see Table 3, page 11. Page 9 Suite 7 Night Audit Manual Table 2: Suite 7 Front Office control keys Control Key Menu Item Ctrl + A Arrivals Ctrl + B Billing Ctrl + C Copy Ctrl + D Detailed Availability Ctrl + E Postings Ctrl + F Floor Plan Ctrl + G Groups Ctrl + H House Status Ctrl + I In-House Ctrl + J Calendar Ctrl + K Internal Use Ctrl + L Room Rack Ctrl + M Messages Ctrl + N New Reservation Ctrl + O Telephone Operator Ctrl + P Control Panel Ctrl + Q Quick Keys Ctrl + R Rate Plan Query Ctrl + S Room Search Ctrl + T Information Book Ctrl + U Update Reservation Ctrl + V Paste Ctrl + W Arrivals/Stayovers/Departures Ctrl + X Cut Ctrl + Y Occupancy Graph Ctrl + Z Calculator Shift + Alt + P Profiles Shift + Alt + C Cashier Functions Page 10 Getting Started Table 3: Suite 7 Front Office shortcut keys Shortcut Key Description F1 Displays the Help window. Alt + F4 Closes the active window and logout. F10 Closes all active windows. Shift + F10 Displays a pop-up menu. Ctrl + F10 Toggles the cursor into/out of the menu bar. F12 Moves the cursor from a data field to the grid. Alt + Down arrow Displays a combo box. Alt + Spacebar Toggles the menu bar on/off. Tab Moves forward through the fields /options. Moves to the next field and confirms the entry. Shift + Tab Moves backward through the fields/options. Ctrl + Tab Moves forward through tabs. Ctrl + Shift + Tab Moves backward through tabs. Escape Cancels the current action. Removes a Combo box before a selection has been made. Home Moves the cursor to the beginning of a field. End Moves the cursor to the end of a field. Ctrl + Home Moves the cursor to the first editable field. Ctrl + End Moves the cursor to the last editable field. Page Up Pages forward through the records. Page Down Pages backward through the records. Page 11 Suite 7 Night Audit Manual The Quick Keys Suite 7 Front Office allows you to select the Quick Keys main menu from any screen. The Quick Keys are shortcuts to screens, searches, and desktop tools. Using these keys allows rapid access to information without having to leave the section that you are currently working on. For example, a customer is making a new reservation while at the same time asking questions about restaurants in the area. You can use the Information Book quick key for restaurant information instead of aborting the new reservation screen, looking up the restaurant information, closing the Information Book, and reopening the new reservation screen. Opening the Quick Keys main menu To open the Quick Keys main menu: Hold down the Ctrl key while pressing Q (Ctrl + Q). The Quick Keys main menu appears. For Quick Keys main menu icons, see Table 4. Table 4: Quick Keys main menu icons Icon Page 12 Description Shortcut Key Detailed Availability Ctrl + D Control Panel Ctrl + P Maximum Availability Shift + Alt + M Getting Started Icon Description Shortcut Key House Status Ctrl + H Rate Plan Query Ctrl + R Room Search Ctrl + S Room Rack Ctrl + L Floor Plan Ctrl + F Occupancy Graph Ctrl + Y Information Book Ctrl + T Telephone Operator Ctrl + O Arrivals/Stayovers/Departures Ctrl + W Calculator Ctrl + Z Log Book Shift + Alt + L Calendar Ctrl + J Currency Convert Calculator Shift + Alt + R Page 13 Suite 7 Night Audit Manual The Date field The format of the dates and the separators between the dates may vary from one hotel to another. The date format is defined in the system configuration. Typical date formats include the following: MM/DD/YY DD/MM/YY MM-DD-YY DD-MM-YY DDMMYYYY You can type the date with or without separators. You can also type the current day and month without the year and the year will default to the current year. There are many date fields in the system. For example, Start date, Arrival date, or Date. The date can be either a specific date or an as of date. A specific date is when you need to see what happened on that day. For example, you need to see which guests have departed 09/09/99. An as of date is when you need to find out information starting from that date. For example, you need to read the occupancy graph starting from 09/09/99 through 12/09/99. Note: For setting up the date format, see the Suite 7 Configuration Manual. Changing the date The date can be changed by typing a new date or with the use of the calendar. Typing a new date To type a new date: 1. Place the cursor in the Date field box. 2. Type the new date in the Date field box. 3. Press the Tab key. The date is changed. Page 14 Getting Started Changing a date using the calendar To change a date using the calendar: 1. Click the drop down arrow next to the Date field box. The calendar appears. 2. Change the month to a previous month or future month by clicking the horizontal arrows located on the top of the calendar or by pressing the Page Up or Page Down key. 3. Change the year to a previous year or future year by pressing the Ctrl + Page Up or Ctrl + Page Down key. 4. Place the cursor on the date and click the left mouse button or move the keyboard arrow keys to locate the date and press Enter. The date is now changed. Page 15 Suite 7 Night Audit Manual Selecting a range of dates using the calendar You can select a range of dates. For example, to reserve a new reservation both the arrival date and departure date must be entered. The From date is the arrival date and the To date is the departure date. To select a range of dates using the calendar: 1. Click the drop down arrow next to the Date field box. The calendar appears. 2. Change the month to a previous month or future month by clicking the horizontal arrows located on the top of the calendar or by pressing the Page Up or Page Down key. 3. Change the year to a previous year or future year by pressing the Ctrl + Page Up or Ctrl + Page Down key. 4. Select the date which is the From date. 5. Press the Shift key while clicking the right horizontal arrow on the keyboard until you have highlighted the date that is the To date. The date range is highlighted on the calendar. 6. Press Enter. The dates are changed. Page 16 Getting Started Displaying corresponding screens and dialog boxes Using the blue drill down arrow When there is no blue drill down arrow next to the field, this indicates that no additional information can be displayed for the field. next to it indicating that there is Many fields have a blue drill down arrow additional information that can be displayed. For example, by double clicking in the OO Rooms field box, the Out of Order screen appears. To display corresponding screens and dialog boxes using the blue drill down arrow: 1. Place the cursor in the field box. Page 17 Suite 7 Night Audit Manual 2. Double click inside the field box with the left mouse button. The corresponding screen appears. Page 18 Getting Started Using the buttons Many screens and dialog boxes have buttons that are activated. You can open other screens and dialog boxes by clicking these buttons. The letters within the buttons can be shaded different colors. For Suite 7 Front Office button colors, see Table 5. Table 5: Suite 7 Front Office button colors Color of the letters Example What the color represents Gray The button is deactivated indicating that you cannot click the button. This can be because the option is not active in your hotel or that you do not have the user rights to use this option. Black The button is activated indicating that you can click the button and another screen or dialog box appears. Printing screens and dialog boxes Suite 7 Front Office allows you to print some of the screens and dialog boxes. You can print to a printer or to a file. There are two ways to print a screen or dialog box: clicking the PRINT button, if present and activated. clicking the pop-up PRINT button, which is displayed by clicking the right mouse button. Printing by clicking the print button To print by clicking the print button: From the screen or dialog box, click the PRINT button. The contents of the screen or dialog box are sent to the printer. Page 19 Suite 7 Night Audit Manual Printing using the print pop-up Many screens and dialog boxes that do not have a Print button can be printed by using the Print pop-up. Printing via the Print pop-up also gives you the option of customizing your report by selecting desired print options. Printing without selecting print options Note: The contents of the screen or dialog box are sent to the printer in print table format. To print without selecting printing options: 1. From the screen or dialog box, place the cursor on the white portion of the screen. 2. Click the right mouse button. A pop-up PRINT button appears. 3. Click the pop-up PRINT button. The Grid Print dialog box appears. 4. Click PRINT. The contents of the screen or dialog box are sent to the printer in print table format. Printing with printing options The Table Print dialog box allows you to customize your report. The printing options include: Defining the table format Defining headers and footers to appear in each page of the report Defining a header to appear at the beginning of the report only and/or a summary to appear at the end of the report only Previewing the table before printing Page 20 Getting Started Saving the table format to a file and accessing previously saved formatting Note: The contents of the screen or dialog box are sent to the printer in print table format. Opening the Table Print dialog box To open the Table Print dialog box: 1. From the screen or dialog box, place the cursor on the white portion of the screen. 2. Click the right mouse button. A pop-up PRINT button appears. 3. Click the pop-up PRINT button. The Grid Print dialog box appears. 4. Click ADVANCE. The Table Print dialog box appears. It contains seven command buttons (see Table 6, page 23) and three tabs: Page 21 Suite 7 Night Audit Manual Format tab: Used to define the table format (see “Formatting the report,” page 23). Page tab: Used to define headers and footers to appear in each page of the report (see “To define headers and/or footers for each page of the table,” page 27). Report tab: Used to define a header to appear at the beginning of the report only and/or a summary to appear at the end of the report only (see “To define a table title and/or summary,” page 26). Page 22 Getting Started Table 6: Table Print dialog box command buttons Click this command button To do this Save a document. Create a new document. Load an existing document. Set report properties, file name, description, and job name. Send a print table to the printer. Preview the print table before printing. Close the Table Print dialog box. Formatting the report There are three formatting options available: Style: specifies the type of grid lines to appear in the table. Horizontal Separator: specifies a horizontal guide, in addition to the horizontal grid lines, to facilitate reading the lines of the table. Title and Summary options: Indicates that there is to be a table title and/or summary, and specifies whether it should have a grey shaded background to make it easy to recognize. Actual title and summary text is entered in the Report tab. Page 23 Suite 7 Night Audit Manual To select the formatting options: 1. On the Table Print dialog box, click the FORMAT tab. The Format tab appears. See Table 7, page 25. 2. Click one of the STYLE radio buttons. The Preview displays the selected grid style. 3. Check one or more check boxes next to TITLE AND SUMMARY OPTIONS. The Preview displays the selected option. If you selected Table Titles or Table Summary, you must enter the text into the Report tab. See “To define a table title and/or summary,” page 26. 4. Click one of the HORIZONTAL SEPARATOR radio buttons. The Preview displays the selected separator. 5. Type a number in the Every x lines field box. 6. If you want headers and footers, continue with “Defining headers and footers for the table,” page 26. Otherwise, continue with “Printing from the Table Print dialog box,” page 27. Page 24 Getting Started Table 7: Table Print dialog box Format tab options Printing format option Definition Style None There are no grid lines in the print table. Horizontal Lines Only horizontal grid lines, between each section, appear in the print table. Vertical Lines Only vertical grid lines, between each column, appear in the print table. Both Both horizontal and vertical grid lines appear in the print table. Title and Summary Options Table Titles Column headers are printed in the print table. The text for the title is entered in the Report tab. Gray Table Titles The table title is shaded gray. Table Summary Summary text is printed at the end of the print table. The text for the summary is entered in the Report tab. Gray Table Summary The table summary is shaded gray. Horizontal Separator None There are no horizontal lines drawn separating the rows in the print table. Lines Horizontal lines are drawn separating the rows in the print table. Lines – Every x lines Horizontal lines are drawn every “x” rows. For example, draw a horizontal line every 2 rows. Gray Alternate blocks of text lines are shaded gray and unshaded. Horizontal lines are not drawn separating the rows. Gray – Every x lines The number of text lines in each block. For example, shade 2 text lines grey, then skip the next 2 text lines, and so on. Page 25 Suite 7 Night Audit Manual Defining headers and footers for the table The other two tabs of the Table Print dialog box are used to enter text for headers and footers of the report: Report tab: Used to enter the text for a title to appear at the beginning of the report only and/or a summary to appear at the end of the report only (see “To define a table title and/or summary,” page 26). The text will not appear unless the appropriate option has been selected on the Format tab. Page tab: Used to define headers and footers to appear in each page of the report (see “To define a table title and/or summary,” page 26). To define a table title and/or summary: 1. On the Table Print dialog box, click the FORMAT tab. Click the TABLE TITLES and/or the TABLE SUMMARY radio buttons. If you want the title and summary to appear on a grey background, check those radio buttons, also. 2. On the Table Print dialog box, click the REPORT tab. The Table Print dialog box reappears displaying the Report page 3. Type the title text in the HEADER field box. 4. Type summary text in the SUMMARY field box. 5. Click the radio button for the output form you want: PRINTER FILE Click on the filename field below to open a browser from which you can select the name of the output file. Page 26 Getting Started 6. Continue with “To define headers and/or footers for each page of the table,” page 27. OR “Printing from the Table Print dialog box,” page 27. To define headers and/or footers for each page of the table: 1. On the Table Print dialog box, click the PAGE tab. The Table Print dialog box appears displaying the Page page. 2. Type header text in the Header field box. 3. Type footer text in the Footer field box. 4. Continue with “Printing from the Table Print dialog box,” page 27. Printing from the Table Print dialog box To print from the Table Print dialog box: 1. On the Table Print dialog box, click the REPORT tab. The Table Print dialog box reappears displaying the Report page 2. Click the PRINTER radio button. 3. Click PRINT. The contents of the screen or dialog box appear on the Preview print table screen in print table format. (See “Previewing before printing,” page 28). 4. From the Preview print table screen, click PRINT. The print table is sent to the printer. Page 27 Suite 7 Night Audit Manual Previewing before printing The print table can be previewed before printing. To preview before printing: 1. From the Table Print dialog box, click PREVIEW. The Preview print table screen appears displaying the contents of the screen or dialog box in print table format. For Preview print table screen command buttons, see Table 8, page 29. Page 28 Getting Started Table 8: Preview print table screen command buttons Click this command button To do this Enlarge the display of the print table. Reduce the display of the print table. Display the first page of the print table. Turn back the page of the print table by one page. Advance the page of the print table by one page. Display the last page of the print table Send the print table to the printer. Close the Preview print table screen. Saving and accessing print table files You can save the print table formatting to a file. This format can then be accessed at a later date and applied to a current print table. Saving a print table format to a file The formatting of the table is saved to a file, with any selected print options, such as titles, headers, and footers. To save a print table to a file: 1. From the Table Print dialog box, click SAVE AS, and enter a filename and description (optional). The SAVE button is activated. Page 29 Suite 7 Night Audit Manual 2. Format the report as explained in the above sections. You may also preview the table, if desired. 3. On the REPORT tab, select the FILE radio button. The FILENAME field is activated. 4. If you wish to select a different filename, click on the filename field, select the file from the browser that appears, and click SAVE. 5. If you make more changes in the printing options, click SAVE to save the changes. 6. If you want to print the report now, as well as save to a file, click PRINT. (See “Printing from the Table Print dialog box,” page 27.) 7. When you are finished, click ABORT to exit the Table Print dialog box. Accessing an existing print table format You can access a print table format that you have saved. You can: Print the document as is. Edit the document, print and re-save it. Delete the document. Edit the document properties. To access an existing print table file: 1. From the Table Print dialog box, click LOAD. The Documents List dialog box appears. 2. Page 30 Select the desired Print Table from the list. Getting Started 3. You may delete a document, view the properties, or load it. To delete the selected document, click DELETE, and confirm the deletion. To view and edit the properties, click PROPERTIES The Properties dialog box appears. To load the selected file, click SELECT. The selected file is loaded and can be edited and printed from the Table Print dialog box. (See “Printing from the Table Print dialog box,” page 27.) Page 31 2 Preparing the System for Night Audit Before running a Night Audit, several procedures must be performed. For example, cashiers cannot be in the middle of processing folios while the Night Audit is being performed. This chapter goes through all of the procedures to prepare the system for Night Audit. The preparation and validation section is completely optional and therefore depends on the night audit setup as to whether some or all of the options appear. If you want to skip the preparations, you will not have the options of changing the report definitions or of warning other users before they are logged out of the system. To skip the preparations, see “Skipping Preparations for Night Audit,” page 61. Overview of the Preparations When you open the Night Audit screen, the menu for Preparation and Validation is highlighted. You can select the options individually, or you can allow the automated Night Audit procedure to walk you through each of the items. The list of Night Audit operations you actually see may vary depending on your system configuration. Page 33 Suite 7 Night Audit Manual If the options Night Audit Backup and Night Reindex have not been included in your night audit configuration then it is recommended that you run a system backup (“Online Backup,” page 69) and reorganization (“Reorganization,” page 71) before running the Night Audit. Running the Preparation and Validation As you run the Night Audit preparation and validation, the right pane of the main screen displays all the actions you have taken. At any time, you can stop the procedure by clicking STOP or ABORT. Note that the list of Night Audit operations you actually see may vary depending on your system configuration. To run the Preparations for Night Audit: 1. From the Night Audit main screen, click START. The preparation process begins and the Arrivals Not Checked In dialog box appears. Page 34 Preparing the System for Night Audit You can edit, check-in or cancel these guest reservations. If the procedure CONDEPOSIT is set to ON, then Night Audit will stop if there are any guests with a deposit who have not yet checked-in. Note: To cancel a guest with a pre-billing balance, you must login as a cashier, that is, you must have cashier rights. 2. When you have made the necessary changes on the Arrivals Not Checked In dialog box, click CONTINUE. Page 35 Suite 7 Night Audit Manual The Departures Not Checked Out dialog box appears. This shows a list of all guests with a departure date equal to or prior to the date of the night audit. During the night audit, these guests will not be extended and the fixed charges for these guests will not be posted. You can edit or check-out any of the guests. Note: To check out a guest you must login as a cashier, that is, you must have cashier rights. 3. When you have made the necessary changes on the Departures Not Checked Out dialog box, click CONTINUE. The Canceled Reservations dialog box appears. Page 36 Preparing the System for Night Audit 4. Click CONTINUE. The Messages Not Received dialog box appears. You can delete, print or receive any of the messages. 5. When you have made the necessary changes on the Messages Not Received dialog box, click CONTINUE. The In House Guests with Country Code Missing dialog box appears. Page 37 Suite 7 Night Audit Manual You can select the country code from the drop-down dialog box, or view the profile or reservation of the guests with the missing code. 6. When you have made the necessary changes on the In House Guests with Country Code Missing dialog box, click CONTINUE. The Today’s Weather, Notes and Night Auditor dialog box appears. You can type in any notes you would like in the free text area. Page 38 Preparing the System for Night Audit 7. When you have made the necessary changes on the Today’s Weather, Notes and Night Auditor dialog box, click CONTINUE. A prompt asks you if you would like to change the report definitions. If you do not want to change the report definitions, click NO and skip to step 33, page 51. If you would like to change the report definitions click YES. The Report List Dialog Box appears. The Report List dialog box allows you to edit the reports that are generated during the Night Audit procedure. 8. In the Report List dialog box, select the report name and click EDIT. The Night Audit Report Edit dialog box appears. Page 39 Suite 7 Night Audit Manual 9. Fill in the fields as necessary. The fields in the Night Audit Report Edit dialog box are explained in Table 9, page 48. 10. You may edit the report definition, which specifies the content of a report and its format. Click on EDIT DEF. The Report Editor dialog box opens, which comprises three tabs: Page Details, which controls page format and print options. Grouping, which controls the way a report displays information. Columns, which controls headings, heading size, and what data to display. Page 40 Preparing the System for Night Audit 11. Click the Page Details tab, and make whatever changes you want in the page formatting and printing option parameters. The fields of the Page Details tab are explained in Table 10, page 49. Page 41 Suite 7 Night Audit Manual 12. Click SAVE to save the changes, or, to save the changes to a different file, click SAVE AS. If you choose Save As, the Save Report dialog box opens. 13. Specify the path in Save In and the file in File Name, and click SAVE. You are returned to the Report Editor dialog box. Page 42 Preparing the System for Night Audit 14. Click the GROUPING tab. The Grouping dialog box appears. Enter the required information in the Grouping tab. The fields are explained in Table 11, page 49. 15. Click SAVE or SAVE AS, as in step 12, above. Note: Filling in the Group on Expression and Sub-group on Expression fields requires in-depth knowledge of Suite 7. Page 43 Suite 7 Night Audit Manual 16. Click the COLUMNS tab. The Columns tab appears. The fields of the Columns tab are explained in Table 12, page 50. Make whatever changes are required for existing columns. 17. Place the cursor on a column line and click the pull-down arrow to display all the fields defined in the database selected on the report definition. Page 44 Preparing the System for Night Audit 18. Click on the field you want, and note that the field name has been placed in the column. It is advisable only for someone with in-depth knowledge of Suite 7 enhanced dBase expressions to create conditional definitions. 19. To delete a column, highlight the column and click DELETE. The column is deleted. 20. To add an additional column, highlight the column after which you want the new column to appear, and click INSERT. An empty line is inserted in the Columns after the highlight column. 21. To move a column, select it, and then click on the Up or Down arrow buttons until the column is in the desired sequence. 22. Enter the Suite 7 enhanced dBase expression you want, and press the Tab key. The cursor moves to the Heading field. 23. Enter the heading text and tab to the Width, Decimals, and Totals fields, filling them in as required. 24. Click SAVE or SAVE AS, as in step 12, above. Page 45 Suite 7 Night Audit Manual 25. Click CLOSE. You are returned to the Night Audit Report Edit dialog box. 26. You can define the type of search to be performed to select records for the report. In the Night Audit Report Edit dialog box, click OPTIONS. The Report Options dialog box appears. 27. Complete the Report Options dialog box. The fields in the Report Options dialog box are explained in Table 13, page 51. 28. Click OK. The changes you made are saved. You are returned to the Night Audit Report Edit dialog box. 29. You can redefine the report parameters. In the Night Audit Report Edit dialog box, click REPORT PARAMETERS. The relevant dialog box opens. Page 46 Preparing the System for Night Audit If no dialog box appears, there are no parameters to be defined for the selected report. 30. Fill in the fields in the parameter dialog box as necessary and close the dialog box. You are returned to the Night Audit Report Edit dialog box. 31. In the Night Audit Report Edit dialog box, click OK. You are returned to the Report List Dialog Box. 32. Repeat step 8 through step 31 for all reports that you want to redefine. Page 47 Suite 7 Night Audit Manual Table 9: Fields of the Night Audit Report Edit dialog box Field Description Description The name of the report. Reports are stored alphabetically in Suite 7, by their Description. It also appears as the title or header when you print the report. Report Type A list of reports, or file types, is chosen from a drop-down list. Among the types are: Report (.FRM extension), Procedure Report, Shift Report, Report Heading, Label (.LBL), ASCII file (.PRN), Crystal Report (.RPT), or R&R Report (.RP1). This chapter refers to documents in Report format (.FRM). File Name The file the report is to be stored in. The file is chosen from a drop-down list that opens into a path selection screen. Database 1 & 2 These files enable you to choose, from drop-down lists, the database files (.DBF) to use for the report. Index 1 & 2 Indexes facilitate quicker access to data in databases. With the indexes, you can decide in what order to print the contents of databases: alphabetical, numeric, by arrival date, etc. The indexes are chosen from drop-down lists. Index Expr 1 & 2 Allows you to create temporary indexes, rather than use the predefined ones. Relation This forms a connection between the different databases, if you have two or more databases in use. Filter This field is not offered with every report, and can be left blank. When setting up a report, you can decide whether it should have an extra filter or not. Filters are used to enter Suite 7 enhanced dBase expressions, as special report queries. If an invalid expression is used, the message “User expression error” will appear in the report. Seek & Scope Page 48 These fields are used to speed up the finding of records required for a report. Preparing the System for Night Audit Table 10: Page Details tab fields Field Description Page Header The text of the report header. Width The page width in number of characters. Left Margin The number of units (specified in Fconfig) of the left margin from the left rim of the page. Right Margin The number of units (specified in Fconfig) from the right rim of the page that printing continues to. Lines per Page The number of lines per page. Double Spaced Check this to obtain double spacing between lines. Page Eject: Before Print/After Print Print an empty page before/after the report. These options are used to separate printed reports. Plain Page Indicates whether the text should be printed in ACSII or RTF format. Table 11: Grouping tab fields Field Description Group on Expression An expression that defines how the report should be grouped. Group Heading The group heading that is printed with the report. In the example above, the most logical heading would be “Arrival.” Summary Report only If this is checked, the report will generate sub-totals, and not detailed lists. For example, if the report generates a list of arrivals, and Summary Report only is checked, you will only get the number of arrivals; if it is not checked, you will get the arrivals listed by name. Page Eject After Group If this is checked, each category of items in a report will be shown on a separate page. For example, if Page Eject After Group is checked, a report of arrivals, by date, will start a new page for each new date. Sub-group on Expression This enables you to create secondary, or nested, group orders. For example, a list of arrivals by date can be further broken down by specifying country in Sub-group on Expression. Sub-group Heading This is the sub-heading that will appear in the printed report. In the example above, the most logical heading would be “Country.” Page 49 Suite 7 Night Audit Manual Table 12: Columns tab fields Field Description Columns This field defines the attributes of the columns. It should be used only by someone with an in-depth knowledge of Suite 7, or of dBase expressions. When a string in the Columns field is highlighted, the phrase that will be seen in the printed report is shown in the Headings field. Heading These are the column headings in the printed reports. Width The width of the report columns. Decimals Indicates how many decimal places should be displayed. Totals Check this if you want the column total at the end of the report. Page 50 Preparing the System for Night Audit Table 13: Report Options dialog box fields Field Description Report Font The font you want to use in the report. It is chosen from a dropdown list. Landscape The default is portrait. If you want your report displayed in landscape, check here. Field Name The name of the field in the database that is to be used as search criteria. Type of Prompt This field defines the type of search to perform to select the record for the report. The four most common possibilities are: Simple–Search for records using only one criterion, such as a specific date of arrival. Range–Search for records within a range, that is, a period of time delimited by two dates (that is, the start date and end date). Include $–Scan a single field for one or more specific strings, that is, to scan the Payment Method field for VI (VISA), or AX (American Express), etc. Include #–Scan for a given string anywhere in a field which may contain several codes. For example, the Specials field in a guest record may contain any one of many two-digit codes. Include # lets you list all guests who have the specified code. Caption This defines the text that will appear on the definition when the report is requested. The Caption describes the criteria defined in Field Name. Initial Procedures These fields are used internally by certain specific preprogrammed procedures. 33. Click OK when you have finished updating the Report Definitions. The system asks if you want to update the Report Output Definitions. If you do not, click NO and skip to step 37, page 55. If you would like to change the report definitions click YES. The Report Definitions Dialog Box appears. Page 51 Suite 7 Night Audit Manual The Report Definitions dialog box allows you to schedule the Night Audit reports and assign a production mode (printer, file, export, email). Note: You must save to file the Predefined Reports (Title Page, Cashier Report, Trial Balance, CC Authorization, Manager Report and Guest Ledger Trial Balance) Therefore, you cannot remove the save to file icon for these reports. 34. Double-click in the appropriate column, and enter the additional required information for each mode: Printer: type the number of copies to be printed in the “Copies” column. Export: select the export file format from the Export Format drop-down listing. Page 52 Preparing the System for Night Audit E-mail: enter to email address to which it is to be sent in the E-Mail field. (A default e-mail address appears there when the e-mail option is selected.) 35. Click the radio button for the desired frequency: Every day Custom: the DEFINE FREQUENCY button becomes available. Click on the button to open the Frequency dialog box. The Schedule Frequency dialog box appears. Click the appropriate radio button to select the days on which the report should be produced. EVERY DAY DAYS OF WEEK: the listing of the days of the week appears. Click in the box next to the days you want to select. Page 53 Suite 7 Night Audit Manual Days of Month: a blank field appears. Type the number of the day of the month in the field at the top and click ADD. The number appears in the listing. Type “-1” to produce the report on the last day of every month. You can delete a day from the list by selecting it and clicking DELETE. DAYS OF YEAR: today’s date appears in the field. Click ADD to add it to the list. Page 54 Preparing the System for Night Audit Click on the down arrow to open a calendar from which you may select a different date. Click ADD to add it to the list. You can delete a date from the list by selecting it and clicking DELETE. 36. Click OK when you have finished updating the Report Definitions. The system asks if you want to post interface charges. 37. On the post interface charges prompt, click YES to post interface charges or NO to skip posting interface charges. The system asks if you want to post Room and Tax. 38. Click YES to post room and tax or NO to skip posting room and tax charges. The system asks if you want to print backup reports. Page 55 Suite 7 Night Audit Manual 39. Click YES to print backup reports or NO to skip printing backup reports. If you select to print backup reports, the system processes your request and prints the reports on the default printer. This may take a few minutes. The system asks if you want to check users in the system and warn them that the Night Audit is being run. 40. Click YES to check the users in the system or NO to skip checking the users in the system. If you click NO, you have completed the preparation stage for Night Audit. If you click YES, continue to the next step. 41. Click SEND MESSAGE to ask the users to exit the system. Users cannot remain logged in during Night Audit. User actions during Night Audit are limited as discussed in “Working During the Night Audit,” page 68. Note: In Oracle, additional options appear as shown in the following figure. Page 56 Preparing the System for Night Audit 42. Click CLOSE to complete the preparations for Night audit. The preparation stage is complete. The system asks whether you would like to proceed with the Night Audit for the current date. To continue, proceed to “Running Night Audit,” page 63. Page 57 Suite 7 Night Audit Manual Dialog Box Options in Night Audit Table 6: Dialog Boxes in Night Audit Preparation and Validation Dialog Box Description Options Arrivals not yet Checked in Guests who made reservations but have not yet arrived. Edit: Allows editing of reservation through Reservation screen. Check-In: Checks the guest into the hotel. Cancel: Cancels the reservation. Departures not CheckedOut Guests who were due to check-out but have not. Edit: Allows editing of reservation through Reservation screen. Check-Out: Checks the guest out of the hotel. You must have a valid cashier number to check a guest out of the hotel. Canceled Reservations Reservations for that day that were canceled. View: Shows the reservation details. Undelivered Messages Messages, which did not get delivered to guests. Delete: Deletes the highlighted message. Print: Prints the highlighted message. Receive: Mark selected message as received. Receive All: Mark all messages as received. Missing Country Codes Shows all current guests who do not have country codes in their profiles. Country column: Allows you to fill in the country of the guest in the drop-down list. Profile: Opens guest Profile for editing. Reserv: Opens reservation for editing. Page 58 Preparing the System for Night Audit Dialog Box Description Options Weather and Notes Free text box. Free text box for text that will appear on Night Audit report title page. Define Report Tab bars containing lists of all system reports. Click EDIT to open the Night Audit Report List, which allows you to: Edit Options (define search) Edit Report Definition Redefine Report Parameters Define Report Output Tab bars containing lists of all system reports. Double click in appropriate column selects mode of report generation. May also define report frequency. Posting Interface Changes Determines whether interface changes are posted immediately and during the main processing of the Night Audit. Post Room and Tax Determines whether room and tax accounts are posted immediately and during the main processing of the Night Audit. Print Backup Reports Sends backup reports to printer. Show Users List in System Shows users who are currently logged in. Send Message: Sends users message you choose. Page 59 Suite 7 Night Audit Manual Dialog Box Description Options Session Control (Oracle only) Shows users who are currently logged in. Send Message: Sends users the message you select or type. Locks: Displays by station the tables being used (locked). All Locks: Displays a listing of all tables being used (locked). Kill: Terminates the sessions to release and unlock the tables—not recommended. Session Control Shows users who are currently logged in. Computer: Terminal where the user is logged in. User: User name. Will be unknown if the system has automatically logged the user off because of a timeout. Login: Time and date the user logged in. Last Signal: The activity check between the night audit workstation and the workstation. The number displayed is in seconds and ranges between 0-60. Program: Program being used. State: Current status of the user. May be: Work (work in progress), Stop (program is suspended temporarily), Other (for Oracle stations only) Page 60 Preparing the System for Night Audit Skipping Preparations for Night Audit You can skip the preparations for Night Audit if you are sure that you do not want to change any of the Night Audit processes. If you have skipped the preparations for Night Audit, you will still be given the options to make changes to Arrivals Not Checked In, Departures Not Checked Out, Missing Country Codes, and Cashiers checked in. To Skip Preparations for Night Audit: 1. Highlight LIMITING ACCESS in the left pane of the Night Audit main screen. 2. Click START. 3. See “Running Night Audit,” page 63 for instructions regarding warnings and dialog boxes that may appear. Page 61 3 Running Night Audit The Night Audit runs automatically. The order in which the Night Audit runs is set in the configuration program. For information on how to set the Night Audit procedures, see the Suite 7 Configuration Manual. When you have finished the preparations for the Night Audit (“Preparing the System for Night Audit,” page 33), the system prompts you to begin the Night Audit. Session Control checks to make sure no users are currently logged in, and secures files. If configured, Night Audit Backup (“Online Backup,” page 69) and Night Reindex (“Reorganization,” page 71) run before the actual Night Audit procedures start. At several stages of the night audit you may be prompted for information or given warnings. This chapter reviews the possible warnings you may get and how to handle each one of them. Night Audit Status As you run the Night Audit procedure, the system highlights each procedure as it is being performed. In the right pane of the Night Audit main screen, the system lists the status of each procedure it performs. Running a Night Audit Less than 24 Hours After Previous Audit If you enter the Night Audit program twice in a 24-hour period, the system warns you. Note that the system date is updated whenever you run a Night Audit. Therefore, you should never run Night Audit more than once each day. Page 63 Suite 7 Night Audit Manual More Preparation and Validation Arrivals Not Checked In, Departures Not Checked Out, and Missing Country Codes (optional) are the same screens as those shown in preparing for Night Audit, with the same options. For an explanation of these screens, see Table n 6, page 58. The night audit Cashier Closure screen allows the night auditor to carry out two functions: To close his cashier using the same cashier closing procedure as in Fidelio Front Office. This button is only active if the night auditor cashier number is open. To close a cashier after having started the night audit. It is possible for the user to stop Night audit, access Fidelio Front Office and then Close Cashier. Interruptions in Night Audit If the night audit is interrupted by an error, you can check on the screen how much of the night audit was performed before the interruption occurred. Therefore you can be sure that when you restart the night audit, it will start from the point where it was interrupted. The system automatically runs procedures that were missed or did not complete successfully. If you do not wish night audit to stop due to errors in transferring back office details, the parameter BREAKBOFONERROR must be set to OFF. (See the Fidelio Configuration Manual) Page 64 Running Night Audit If the parameter CONDEPOSIT is set to ON (see the Fidelio Configuration Manual), the night audit will stop if there are any guests with a deposit who have not yet checked-in. If the Night Audit crashes between Limiting Access and End Of Limited Access, then the Night Audit will restart again from the beginning, Thereafter it will start from the procedure it stopped on. If Night Audit crashes on the Save Statistic procedure, Suite 7 will replace the statistic files with backup copies from the directory copystat and restart saving statistics all over again. If the Night Audit exits spontaneously without completing the Night Audit, you must log back into the Night Audit program to complete the Night Audit procedure. Page 65 Suite 7 Night Audit Manual Restarting Night Audit after an Interruption After a spontaneous interruption in Night Audit, you have the option of viewing the log file when you re-enter the Night Audit. This is recommended if you want to see what the cause was of the crash. To restart Night Audit: 1. Log in to Night Audit as usual (see “Logging In to Night Audit,” page 6). The system prompts to ask if you would like to read the daily log file. The log file contains error messages that may give you insight regarding the reason for the interruption. 2. Click YES to read the log. Note: If you do not want to view the log file and search for errors, click NO and skip to step 6, page 68. The log file appears. Page 66 Running Night Audit 3. To print the log file, click PRINT. You can use the printed file to show or fax to your support office in order to trace the source of problems. 4. Click OK to continue. The system asks if you found an error. 5. Click YES or NO accordingly. Note: If you click NO, you may be prompted to view the FIDNIGHT.LOG file. The system asks if you would like to continue with the Night Audit. Page 67 Suite 7 Night Audit Manual 6. Click YES. Note: If you click No, the system does not complete the Night Audit. If you do not want to continue Night Audit because of the errors received, contact your support office to receive assistance in how to proceed. The system continues with the Night Audit. Working During the Night Audit All users must be logged out of the system in order to start Night Audit. If users are not logged out the session control screen is displayed listing the workstation name and user still logged in to the system. While Night Audit is running, users may enter the Fidelio main program. The users will be warned that their rights are limited because of Night Audit. Users can use all the function keys, leave a message, check availability, print confirmation letters for guests and perform various other functions that do not change the financial or reservation databases. Users cannot perform any functions that change reservations, billing, or financial statistics on the system. Once the background processing of Night Audit begins, all users can use all functions of the Suite 7 system. The new date will change on all terminals except for the terminal where Night Audit is running, and full user rights will be restored. Page 68 4 Online Backup Suite 7 offers a backup facility that will help protect you from data loss. If there is a hardware failure or other malfunction, Suite 7 allows the administrator to restore all or parts of the database from the backup files. It is recommended to backup on a regular schedule. The schedule can be set in the system configuration module. At the minimum, one backup should be performed nightly prior to running the Night Audit. Many hotels backup more than once a day: after Night Audit and on a regular basis throughout the day. The online backup can be run while users are still on the system, however the Night Audit backup should be run after all users have been logged out of the system, The files to be backed up the frequency and destination of the backup are determined in the system configuration module. Fidelio recommends that: 1. The backup destination should be on another computer that has access to the server. The reason is very simple. If the server goes down the data is safe on another hard drive. 2. The backup should be run every 4 to 5 hours. Optimum (space dependant) is to create a new backup file every time the backup is run. This ensures the integrity of the data in each backup file. Running Suite 7 Backup To run a backup, simply select the Suite 7 backup icon or include the procedure Night Audit Backup in the night audit sequence. The Backup runs automatically, showing a summary of the actions it performs. When the backup completes, the system shows when the next backup will be run. (Backup can be set so that it runs minimized.) Page 69 Suite 7 Night Audit Manual Recommended Backup Plan The online backup is designed to backup to a hard disk, however it is recommended that a third party software be used to copy the on-line backup information to an offline media (streaming tape, DAT tape or optical disk), Regardless of the software used for backing up, you must follow a backup plan. Fidelio recommends the following scheme: 6 Daily tapes for Monday to Saturday 4 Weekly tapes for Sunday Monday to Saturday daily backup on tapes should be named by the day overwritten each week. Every day the data on those volumes containing user data (USER, in some cases Fidelio and USER) is copied to the backup medium (the whole set each day). On Sundays a complete system backup is done. All available volumes, users, and trustees are saved on tape. Supply four sets of tapes for the system backup. Name them Sunday I to Sunday IV. On the first Sunday use set I. On the next set II. In the third week set III is used. In the fourth week you use Sunday IV. After that, recycle the backup medium every four weeks. This way you can always restore your whole system. The hotel should use a logbook for the backup dates, by whom and what tape has been used. All tapes must be labeled carefully. They should be kept in a separate, secure place known to and accessible by each front office clerk. System backups should also be stored off-site in a bank safe on a regular basis. If there is no system manager, Fidelio or the dealer will provide telephone support in case of a loss of data. Page 70 5 Reorganization The reorganization (Wfindex) program in Suite 7 reindexes and compresses the Fidelio databases. The reorganization speeds system performance by physically removing records that have been marked for deletion in the database. Another purpose of the reorganization program is to recover from power failures or hardware failures, which may have corrupted the index files. Furthermore, after modifying a database using a database reader, such as DBX or fBase you must run the Fidelio reorganization program. Running the reorganization program All users must be logged out of the system before you run the reorganization program. If users are not logged out, you are given a warning message giving the identities of the users who are logged in. Caution! Never run reorganization while the night audit is still running! Not even during background printing! To reorganize the database: 1. Click the Fidelio Reorganization program on the start menu. The main Reorganization Utility screen appears. Page 71 Suite 7 Night Audit Manual The utility shows the list of all the database categories that may be reorganized and the total amount of time the reorganization process will take. 2. To include or remove any categories to be reorganized, click the checkbox to the left of the name of the file. See Table 15, page 74 for the reorganization options. 3. To change the type of reorganization performed, highlight the category and click on the Methods radio button that indicates the type of reorganization you wish to perform. 4. Click ADVANCED to change other options for running the reorganization utility. See Table 15, page 74 for more information. 5. Click START to begin the reorganization process. The reorganization begins. A dialog box shows the reorganization as it progresses. Page 72 Reorganization Note: Depending on your system configuration, you may see up to eight tabs in this screen. 6. You can click the errors button to get a summary of any errors that occurred during the reorganization process. When the reorganization is complete, the Actions Summary tab shows the status —FINISHED—. 7. If you wish, you can scroll through the messages to view the actions that were performed in the process. 8. Click CLOSE to exit the reorganization utility. Page 73 Suite 7 Night Audit Manual Table 15: Methods of reorganization Click this button To do this Normal Packs all selected files, deletes records by filter, creates new indices for the files and flags them as shareable read/write. Allows the selection of specific files for reindex in each section. Normal reorganization must be run at least once a week. Never use this option immediately after running a Special reorganization. Fix Fix Wfindex is same as Normal except that you cannot select files to index: you must select all files. It is recommended to run Fix periodically to identify and repair errors in the database before they cause a problem. Smart The Smart Wfindex reindex files, but does not pack and does not delete records by filter. Therefore, you must run a Normal or Fix Wfindex at least once a week. Check (Advanced) Checks the integrity of the database and indices, without creating the indices. Special (Advanced) Special Wfindex does not remove deleted records nor does it check the structure. Special is actually same as Smart except that it also performs special maintenance actions to database files. This form of reorganization should only be used in rare cases when neither Wfindex Normal nor Fix successfully indexes your files. Full Availability Update (Advanced) Rebuild the availability file (gforb.dbf) completely. If not checked then only new or changed data is updated. Page 74 Reorganization Table 16: Reorganization Utility Options Click this button To do this Normal all Set reorganization method for all items to Normal. The button name changes depending on what method has been selected. Check/Uncheck All Set reorganization to run or not run on all files. Advanced View advanced options. Full Run a complete Normal reorganization on all files. This is the same as running Normal with all files checked. Quick Reorganizes all files except guest addresses and history. As these two files usually require the most processing time, Wfindex Quick is faster then Full. Auto Run a Quick reindex every day except Friday, when it performs a Full reindex. It is recommended to use this option. Table Reorganize the files defined in the Index Table of the configuration program. This allows automation of the reindexing function, including frequency of the reindexing and the method use. Using the table, you can create a different indexing format for each day of the week, and an indexing format to be run once a month, if desired. If you use the table method, the reindexing runs without user intervention File list Show a list of the files included in this section for indexing. When you exclude files from the list, the word “partial” is displayed next to the category. Start Begin database reorganization. Close Exit reorganization utility. How Often to Reorganize Files You do not need to reorganize all files every day; in fact that is why the Index Table was designed. You should include the Night Audit Reindex procedure in your night audit sequence; this procedure will then call the Index Table. The modular approach to reorganization makes the whole process more flexible and much faster. Some databases, like Reservations, Availability and Postings should be reindexed daily, while others, like Guests, do not need daily reindexing. Page 75 Suite 7 Night Audit Manual If problems occur during the day in certain areas of the program, you may have to run the reorganization, but only for specific categories. It is very important that nobody works in the Fidelio system when the reorganization is running. This means that not only all users must exit the front office, but that users also have to exit configuration and night audit. Reorganization of Certain Categories Guest. You should reorganize this file at least once a week. The guest database tends to be the largest of all Front Office databases, and a complete reorganization could require some time. To keep the time down to a minimum, you should regularly run the purge guests program. Availability. This category causes Fidelio to rebuild the availability table if the option Full Availability Update is checked, otherwise if not checked then only new or changed data is updated. In order to ensure accuracy of this data you must rebuild this table after hardware or network failures. Reservations. If you have any problems with locating reservations or finding guests in the hotel, select this category. Postings. If Fidelio is unable to find entire folios, select this option. All Other Categories. There are rarely any problems with the remaining files, but if you know the name of a certain database that you need to reorganize, you should mark it for reindexing. It is possible to define a special reorganization setup for every day in Fconfig under Index Table (see the Suite 7 Configuration Manual). Page 76 Reorganization What Is Being Indexed? Following is a list of all the databases that are indexed with each option. Table 17: Databases indexed Category File Description Guests ALTSRC Aids in the search for Double Byte characters and non-Latin languages. BLKSTAT Block Statistic Collection by Night Audit GAESTEST Profile address file. GLEIS_ST New Managers Report Definition GSTAT Daily statistics file. GSTAT2 Daily Statistics File History Countries MGRPCONF New Managers Report Configuration PGSTAT Daily statistics file for use with DUAL/EURO parameter. PR_SUP Guest program cards. AWARD Awards Program Information AWARDCFG Awards Program Configuration Table BPHIST Booking Position History GALHIST Block history Allotments GAUF Guest history. GAUF_EXP History Export File GAUF_RV Guest revenue history. CNTRYST Country statistics. GCH Nationality statistics. GCHCODE Nationality codes. POL_BOOK Police interface file. POL_IFC Police interface file. POLICE Police information (Italy). REGIONST Region statistics. REGISTRO Additional guest/statistic information. STATECOD State codes. Page 77 Suite 7 Night Audit Manual Category Reservations Miscellaneous Page 78 File Description XSTAT Cross reference statistics file ZIP_TOWN Zip codes. CC_DET Multiple Credit Cards for Routing GRES2 Reservations file. HINT Hint file. ROUTINST Routing instructions. TA_BDGT Company/Agent/Source Profile Budget WAITLIST Waiting list file. BERICHTE Reports. BS_CPLAN Business on the books: C-plan file. BS_INP Business on the books. BUSBOOK Information for the business on the books. CHANSTAT Channel statistics. CL_BAL Night audit. CRS_ACT CRS export filters. CRS_CONV CRS Interface. CRS_TRAN For use with FT_STND CRS_UPLD For use with FT_STND EVENTS Events. FOFIELDS Date dictionary: fields. FOLIOTAX Amount of tax per folio. FOORDERS Data dictionary: orders. FOTABLES Data dictionary: tables. FPRINTER Printer assignments. GASTPIC Ability to scan a guest’s picture. GBELG Forecast activity. GBELGHIS Monthly statistics and forecast information. GINFO Concierge information. GMESSAGE Electronic mail. Reorganization Category File Description GRP_STAT Group statistics file. GTEXT Standard text file. HELPLINK Link to context sensitive help. I_DM Daily meal plan. LOGBOOK Communication between users and shifts. MAILING Storage for nightly mailing run. MKT_PICK Market segment comparison/forecast. MKT_PLAN Market segment comparison/forecast. MKT_SEG Market segment comparison/forecast. MARKSTAT Market Statistics (Accor Only) MKT_TEMP Market segment comparison/forecast. NOTES Notes stored in the calendar NOTICE Messages and traces file. O_CL_BAL Night audit city ledger balance. OCC_DEV Occupancy development. OCC_PLAN Occupancy planned development. PROGCTRL Information to support access control. PSPCKDET Reservation pickup. QROOMS Q’d reservations as rooms not ready. RATE_LNK Rate linkage. REGRETS Turnaways with reasons. ROOMMAIN Room maintenance requests. ROOMPNTS Room attendant points. SPCLSTAT Special statistics report. STATION Workstation location file. TELEBOOK Telephone book file. TELECAT Telephone book category file. Page 79 Suite 7 Night Audit Manual Category Department Codes Page 80 File Description THREEMON Three month statistical forecast. TRACES Block traces. TURNAWAY Turnaway statistics. UDEFPICK User definable pickboxes. USERLOG Activity logfile. WINTEXT Printed forms. FPERIOD Fiscal period definitions. GARTICLE Articles. GLEIS Department codes. GLMON Monthly department code revenue. GLTAG Daily department code total. GPOS Point of sale codes. GPOSM Point of sale codes/month. LEI_BASE Leisure activity base file. LEI_BOOK Leisure bookings file. LEI_EVNT Leisure events file. LEI_HIST Leisure history file. LEI_ITEM Leisure Details File LEI_LINK Leisure links file. LEI_NOTE Leisure notes file. LEI_PRC Leisure price table file. LEI_SRV Leisure service definitions. LEI_USER Leisure user rights. MANBUD Fiscal period managers budget file. MARKDEPT Market and revenue cross reference statistics. REMABUD Fiscal period revenue budget file. REVSTAT Revenue statistics. SOURCEOB Source of business statistics. SRCSTAT Daily Source Statistics STATEST State statistics STATSTAT Daily Statistics File Reorganization Category Rooms Room Types Room Rates Cashier File Description TREND Booking analysis statistics. FLO_LIST Floor plan list. FLO_PLAN Floor plan diagrams. GZIM Rooms file. GZIMMON Monthly Room Statistics ROOMSTAT Out of order/service file. VN_ASSGN Virtual numbers. VN_POOL Virtual numbers. VN_SETUP Virtual numbers. ZIMSTAT Room statistics/Revenue Collection GKAT Room types. KATTAG Room type statistics. RATE_AVL Rate availability table. RATE_DET Rate code details. HURDLE Hurdle rate file. KATOVERB Overbooking room category file. PACK_MON Package profit and loss statistics. PACKAGE Packages. PACKSTAT Daily Package Statistics RATE_CAT Rate categories RATE_CON Rate availability control report. RATE_HDR Rate header codes. RATE_MON Rate code statistics. RATE_SEA Rate season table. RATESTAT Daily Rate Code Statistics RCALEND Rate calendar by day. RTRM_CON Rate availability room type control. STRATEGY Rate strategies file. BILLHIST Bill history BONUSCHK CRS Interface. CASHIERS Cashier. CURRCASH For parameter multi-cash Page 81 Suite 7 Night Audit Manual Category City Ledger Accounts Receivable Postings Allotments Page 82 File Description EXCHANGE History of exchange rates. FOLIOARC Folio history. GUI_HD For Taiwan LAF_PRNQ System printers and queues for Latin America MAL_TAX Maldives Tax Requirements MKDCSTAT Daily Statistics for combination market and department code NAMADCST Stores Daily Statistics for Date, Market and Department code. TAXES Setup information for Tax System TAXSUMM GST Tax Summary THAI_TAX Tax Table for Thailand USERS Users file. CC_COURT Courtesy cards. CC_SETTL Credit card interface settlements. GZAHL City ledger. GDEB Debits/journal FA_ACTIV Activity log. FA_AGE Detailed reminder cycles. FA_COD A/R codes. FA_CUST A/R customers. FA_MAIL A/R mailing system. FA_TRACE A/R traces. ALLHIST Allotment history by month. ALLHISTD Allotment history by day. GKONTO Hotel accounts. GLGAST Posting journal. GREECE Greek Legal Requirements PACKITEM Package items. GALLOTT Allotments. BLKHIST Block History Reorganization Category Interfaces Travel Agency Processing File Description BLOCK Block Header. BOF_CIT Delphi Interface BOF_FLD Configuration table for Back Office Interface BOF_PROC Configuration table for Back Office Interface BOF_REV Delphi Interface BOF_STA Delphi Interface CALLHIST Telephone calls history. CONV_FLD Control file for data conversion. CONVXLAT Contains translations from external S&C interface to Fidelio. FO_ACT Commands from interface to Front Office. GUESTCHK Micros guest check. GWAKE Wake up call for the concierge IFC_ACT Interface action file. IFC_HIST Interface history file. IFC_LINE Virtual numbers pool. IFC_POST Interface posting file. IFC_ROOM Interface room file. IFC_WAKE Wake up call file. LINEPOOL DID line number pool WAKEUP Telephone wakeup file. TACCT Account information. TAP_EXP Formula description. TAREPORT TAP reports. TARRUNIN R&R runtime files. TAXFER Agents with outstanding commission. TCHECK Printed checks. TCHKCODE The code used to build the check format. Page 83 Suite 7 Night Audit Manual Category Frequent Flyer Module Availability Third Party S&C Page 84 File Description TCOMMCODE Commission codes. TCOMXFER Outstanding commissions. TCURR Currencies. THISTORY Paid/resolved commissions. TUSERLOG Userlog file. FFF_EXP Frequent flyer export definition. FFF_FRQ Definitions and calculations for frequent guest and frequent flyer programs. FFF_GST Frequent flyer guests. FFF_UDEF Export file types and descriptions. FFF_UTIL User definable pickbox data. GFORB Availability file. GFORBHST Availability history. GTAG Night Audit Summary File SM_BKBLK Contains import data for block details before import into Fidelio. SM_BKHEA Booking header. SM_BKRAT Delphi interface. SM_BKRDF Delphi interface. SM_DEFBD Describes the record layout of the BD export file. SM_DEFGC Describes the record layout of the GC export file. SM_DEFPH Describes the record layout of the PH export file. SM_DEFPR Describes the record layout of the PR export file. SM_DEFTB Describes the record layout of the TB export file. SM_MAIN Contains a definition for each export file. Reorganization The above list contains every file that may possibly be indexed. Please note, however, that not all files will be indexed in every installation. The actual files indexed depend on your parameter settings. Page 85 Index Arrivals Not Checked In dialog box, 34 Backup Online, 69 Recommendations, 69, 70 Running, 69 Columns tab fields, 50 Departures Not Checked Out dialog box, 36 Editing a report’s definitions, 40 Grouping tab fields, 49 In House Guests with Country Code Missing dialog box, 37 Recommendations, 69, 70 Running, 69 Page Details tab fields, 49 Reorganization program, 71 Frequency, 75 Methods of reorganization, 74 Running, 71 Selecting certain categories, 76 Utility options, 75 Reorganization Utility screen, 71 Report Definitions Dialog Box, 51 Report List Dialog Box, 39 Messages Not Received dialog box, 37 Report Options, 46 Night Audit Dialog Box Options, 57 Failures during, 65 Interruptions, 64 Overview of preparations, 33 Preparing the system, 33 Restarting, 66 Running, 63 Running preparation and validation, 34 Running twice in one day, 63 Skipping preparations, 61 Status, 63 Working during, 68 Report Options dialog box, 51 Night Audit Report Edit dialog box fields, 48 Today’s Weather, Notes and Night Auditor dialog box, 38 Report Parameters, 46 Reports Accessing Report Parameters, 46 Columns tab fields, 50 Editing a report’s definitions, 40 Fields of Night Audit Report Edit dialog box, 48 Grouping tab fields, 49 Page Details tab fields, 49 Report Options, 46 Report Options dialog box, 51 Online Backup, 69 Page 87