STEP 1 - RETRIEVE YOUR UPMAIL_CONTRACT_MERGE.DOC file
You will receive a Microsoft Word “doc” file from your Upmail representative. This file is a macro file and must never be saved as a docx file. Do not copy the contents into another file as the macros must exist to generate the merge details when run as a report
STEP 2 - SETUP REP_CONT_MERGE REPORT IN OPERA
Navigate to Opera PMS or Opera S&C -> Setup -> Configuration -> Setup -> Report Setup -> Reports
Click on “New”
In the Reports – Edit screen the populate the values as shown in Figure 3
STEP 4 – CONFIGURING THE REPORT PARAMETER DEFAULTS
On the Reports – Edit screen shown in figure 3, click on the “Parameter” button.
In figure 4, the Main tab, define the defaults such as the Event Template & Deposit by Date values
In figure 4, the Main tab, select Template 4 from the drop “Event Template” drop down list
In figure 5, the Advanced tab, define the Rev Values as “Gross Rates / Revenue”, Populate the relevant revenue type from the revenue types drop down menu
STEP 5 – ADDING THE UPMAIL CONTRACT MERGE DOCUMENT AS A TEMPLATE
Navigate back to Opera Business Blocks search screen and highlight one of your active blocks
While highlighting one of the blocks click on “Reports”
Search for and highlight “upmail contract merge”
Clicking OK on the bottom of the screen will bring up the parameter form that we defined the defaults for in Step 4.
Note: the default values previously selected will be populated onto the screen in both the Main and Advanced tabs. The block ID from the selected/highlighted block on the Business Block Search screen will also be pre-populated.
Now we will add the Upmail provided template document into the report.
Click on the ellipsis to the right side of the “Template” label as shown in Figure 8.
The Templates screen shown in Figure 9 will pop up.
Opera will now request that we create a fieldlist to merge into the document.
Upmail does not require a field list at this point, however Opera does. You may select an existing field list if shown in the list or click OK. Uncheck the Copy Document checkbox if automatically selected if you choose an existing field list.
If you are creating a new field list specifically for Upmail then, on the left pane highlight the first field in the list and click the Add button in the centre of the two panes.
If you see an error such as this one then please click ok through the error
In the File Upload screen enter the File Description as “Upmail Contract Merge” and then using the drop down in the select file, locate the file received and saved in Step 1 of this document.
You should now see the uploaded template document in your Templates list
Click on Close
Click on Preview
You may now decide if you wish to save the updated merge file against the block. This is not an Upmail requirement and you may say NO.
The document will now open in Microsoft Word on your local workstation.
Save this word file to the location advised by your Upmail representative