Mark BEOs revised
Last-minute changes to a BEO that has already been distributed can lead to confusion if your banquets team doesn’t know which version to work from. However, you can make sure that everyone is getting the most current information by marking the BEO revised after making your changes. When you reprint the BEO, a date and time stamp will indicate when the BEO was last marked revised, ensuring that the most recent changes are communicated to your team—as well as your customer—during the event planning process.
It's important to note that only distributed BEOs can be marked revised. When you batch merge BEOs for a single booking or multiple bookings, you'll need to select the Mark BEO as Distributed check box if you plan to use the Revised BEO functionality.
If you're not batch merging, you'll need to select the Distributed check box on the Booking Document page for the single BEO before you can mark the BEO revised.
The system gives you the flexibility of marking a BEO revised from several different places, depending on your current workflow.
When an event’s logistics have changed, such as its start date or function room, you can update the BEO accordingly and then mark it revised from the Manage Events window.
- Open the booking and click the Manage Events button.
- Select the check box next to each event whose BEO you revised.
- Click the BEO button and click Revise BEOs.
The Revised BEO column changes to Yes, and the date and time are displayed in the BEO Revised Date column. If you made additional changes to a BEO that was previously revised, the date and time are updated accordingly. The same date and time will be shown on the printed BEO.
In the following image, BEOs 166 and 167 have been marked revised. If these BEOs had not been previously distributed, they could not be marked revised, and the Revised BEO column would continue to display No.
If you mark a BEO revised by mistake, you can change the Revised BEO column back to No by clicking the BEO button again and then clicking Undo Revise BEOs. This removes the revised date and time from the events grid and printed BEO. If you've marked the BEO revised multiple times, selecting the Undo option clears all date and time stamps, not just the most recent one.
When changes to a BEO involve updating a menu or item, the best place to mark the BEO revised is from the Manage Menus and Items window.
- Open the booking and navigate to the Booking Events section.
- Click Items next to an event in the grid.
- In the Event picklist, select All Events.
- Select the check box next to each event whose BEO you revised.
- Click the BEO button and click Revise BEOs.
An asterisk flags the events with revised BEOs, and the corresponding date and time are displayed. The same date and time are also shown on the printed BEO. Each time Revise BEOs is selected, a new date and time stamp overwrites the previous one.
If you mark a BEO revised by mistake, click the BEO button again and then click Undo Revise BEOs. This removes the BEO Revised tag from the events grid and the printed BEO. If you've marked the BEO revised multiple times, selecting the Undo option clears all date and time stamps, not just the most recent one.
When you want to reprint a single BEO, you can mark in revised in the Preview & Merge window.
- Open the booking and navigate to the Booking Events section.
- Click Items next to an event in the grid.
- In the Event picklist, select All Events.
- Select the check box next to the event whose BEO you revised.
- Click the BEO button and select Preview & Merge.
- Select the Revise BEO check box.
- Click Close .
An asterisk flags the event with the revised BEO, and the corresponding date and time are displayed. The same date and time are also shown on the printed BEO.
Once selected, the Revise BEO check box becomes read-only and can only be cleared by clicking Undo Revise BEOs from the Manage Events or Manage Menus & Items window.
The BEO Revised fields need to be added to this page by your administrator.
- Open the booking and navigate to the Documents section.
- Click Edit next to the BEO you want to mark revised.
- Select the Revised BEO check box and click Save.
The date and time are displayed in the BEO Revised Date field.
The Revise BEO button and fields need to be added to this page by your administrator.
- Open the booking and navigate to the Events section.
- Click View next to the event whose BEO you revised.
- Click the Revise BEO button at the top of the page.
The Revised BEO check box is automatically selected, and the date and time are displayed in the BEO Revised Date field. Both fields are read-only on this page.
To record the changes you made to a BEO, use the Change Log section on the Booking Event page.