This article explains how to activate and configure the Oracle Simphony POS integration in RMS, including Oracle credential setup, charge mapping, and tax configuration.

Overview

The Simphony POS integration connects Oracle Simphony restaurant POS software with RMS. Once configured, Simphony can look up in-house guests, post charges directly to their reservation account in RMS, and void those charges when required. This removes the need for manual charge entry at the front desk and keeps guest folios accurate in real time.

The integration supports the following functions:

• Guest lookup - Users can search for in-house guests by room number or name
• Room charge posting - dining and restaurant charges post directly to the guest's reservation account in RMS
• Void processing - voided POS transactions are automatically reflected in RMS
• Transaction lookup - detailed transaction information is available across both systems

Prerequisites

Before beginning, ensure the following are in place:

• RMS administrator access - Administrator access to your RMS database is required to activate the module and configure the integration.
• Simphony POS with BIAPI access - your Simphony POS system must have the Business Intelligence API (BIAPI) enabled. You will need API credentials (username and password) for both the Transaction API and the Back Office API. Contact your Simphony representative to confirm BIAPI access and obtain credentials.
• Sundry charges configured in RMS - create a Sundry Charge in RMS for each revenue category you intend to map from Simphony (for example: food, beverage, service charge, tax). Dollar amounts do not need to be set on the Sundry Charges - RMS will use the values posted by the POS.
• Matching tax configuration - the tax codes and calculation methods configured in Simphony must match the corresponding tax settings on each Sundry Charge in RMS. Mismatched tax configuration will result in incorrect revenue reporting.

Step 1 - Activate the Module

The Simphony POS integration is available as a module in the Module Market. Activating the module enables the integration for your property and adds the Simphony configuration options to your RMS setup.

In the side menu of RMS, go to Module Market.

1. Search for Simphony POS for Restaurants.
2. Toggle the module to Activate.
3. Select the relevant Property.
4. Scroll to the bottom of the module tile and click Activate POS.

Step 2 - Configure Oracle Credentials

After activating the module, configure the Oracle API credentials in RMS. The integration uses two separate credential sets - one for real-time transaction processing (Front Office) and one for end-of-day batch importing (Back Office). Both must be authenticated before the integration can operate.

In the side menu of RMS, go to Setup > Accounting > Micros Simphony.

1. In the Interface Options tab, complete all fields.
   (Credentials will be provided by Oracle).
2. Select Save.

Step 3 - Configure Mapping

Mapping tells RMS how to categorise charges received from Simphony. Each Simphony revenue category (such as food, beverage, or service charge) is mapped to a Sundry Charge in RMS. When a charge is posted from the POS, RMS uses this mapping to record it against the correct revenue code on the guest's account.

In the side menu of RMS, go to Setup > Accounting>Micros Simphony.

Complete mapping for the Front Office, Major Group, Receipt, Tax Exempt Identifiers and Tips and Charges Mapping tabs.

Common Setup Issues

• Charges not posting to RMS: check that the Simphony revenue category is mapped to a Sundry Charge in RMS and that a Period is assigned to each mapping row. A missing Period will prevent charges from being accepted.
• Authentication failure at Step 2: confirm that your Oracle BIAPI credentials are correct and that the Oracle account is active. Oracle account passwords expire every 60 days - if the password has expired, reset it via the Oracle Reporting & Analytics portal before re-authenticating in RMS.
• $0.00 charges not posting: Simphony will not post a zero-value charge to RMS unless the item has a price with a 100% discount applied. See Posting $0.00 Priced Items via the Simphony POS Integration for the workaround.
• Tax amounts incorrect on posted charges: verify that the tax code, rate, and inclusive/exclusive setting on each RMS Sundry Charge match the corresponding configuration in Simphony exactly. Any mismatch will cause tax to be calculated differently in RMS than in the POS.

Related Articles

• Posting $0.00 Priced Items via the Simphony POS Integration
• Set up a Sundry Charge
• Modules & Interfaces
• Interface Partners
• POS Lite point of sale