Proposals customers that use OPERA Sales and Event Management (OSEM) from Oracle can integrate the two products so that event details entered in OSEM conveniently populate new proposal in Proposals.

Prerequisites

• The Property has an OPERA Cloud Foundation license (for the connection via OHIP)
• OPERA Cloud Hotel Code is known.
• User has screen customization permission / task granted to Opera Cloud.
  • (permission is: Role Manager - General - Access Options - Hub / Property Customization)
• Each property user has matching active credentials for both Oracle OSEM and Cendyn Proposals.

Cendyn Proposals Setup

1. Cendyn Support adds the OPERA Cloud Hotel Code to property configuration as a unique identifier.

ORACLE Cloud Setup

1. Log in.
2. Click on the vertical ellipses on the main menu and select Settings.
3. Select option Customization - HUB / Property Level.
4. The application will reload with banner 'Customizing for XXXX', where 'XXXX' is the HUB or Hotel code.
5. Go to Bookings > Blocks > Manage Block.
6. Search for any existing Block and open Block Presentation Screen (e.g. by clicking on the Block ID).
7. Click on the gear icon beside the Edit button.
8. Select option to Add Field > Flex Field > Add Link.
9. Type the required text label into the Text field (e.g. Cendyn Proposals).
10. Click on the </> sign under Destination.
11. Insert the Cendyn Proposals URL.

    https://proposalaccess.com/login.aspx?hotelId=#{bindings.ResortCode.inputValue}&blockId=#{bindings.BlockId.inputValue}

12. Click on Evaluate. The merged URL should show at the bottom of the Expression field.
13. Validate the hotelId and blockId match the property and block. Click Apply.
14. Leave all other screen settings on the Customize screen as they are and select Save.
15. Log out of OPERA Cloud.
16. This finalizes the screen customization and it is ready for testing.

How to test the connection?

How does the integration work?

What data is shared via the integration? 

• The Arrival Date entered for a block in OSEM cannot be in the past.
• The block must have a Decision Date, which will become the Expiration Date in Proposal. If the Decision Date is in the past, the Expiration Date in Proposal will be the Event Arrival Date minus 1.
• It is recommended to always enter the primary contact’s email, and first and last name in OSEM prior to generating a proposal. If this data is missing in OSEM, the proposal will be drafted without a client. You can create a new client in Proposals, but it will not be passed back to OSEM. 
• OSEM’s external Block Notes/Accommodation Notes will populate the Proposals Room Block Comments, and OSEM’s external Block Notes/Catering Notes will populate the Proposals Event Block Comments. The comments will be inserted at the time the proposal is first generated. If they are later updated in OSEM, they must be manually updated within the proposal.
• If you generate a proposal for a block but don't send it, then go back to the block and try to generate another proposal, the previously saved proposal draft will open. However, if you did send it, the next time you generate a proposal for the block, a new proposal will be created using the latest information from the booking.
• The currency code set up in Proposal will override currency codes in OSEM.

Please contact Oracle at https://support.oracle.com with any questions.