Mark BEOs revised

The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.

After you distribute a BEO your team needs to be notified of additional changes. You can ensure everyone has the most current information by marking the BEO revised after you make changes. When you reprint the BEO, a date and time stamp indicates when the BEO was last marked revised. This information ensures the most recent changes are communicated to your team and your customer during the event planning process.

Only distributed BEOs can be marked revised. When you batch merge BEOs, you need to select the Mark BEO as Distributed checkbox if you plan to use the Revised BEO feature.

If you do not batch merge, you must select the Distributed checkbox on the Booking Document page, before you can mark the BEO revised.

You can mark a BEO revised from several different places, depending on your current process.

When event details change, including the start date or function room, you can update the BEO and mark it revised from the Manage Events window.

  1. Open the booking and click Manage Events.
  2. Select the checkbox next to each edited event.
  3. Click BEO (Icon of a cloche) and click Revise BEOs.The Revised BEO column changes to Yes, and the date and time display in the BEO Revised Date column. If you made additional changes to a BEO that is already revised, the date and time update. The same date and time show on the printed BEO.

    If you mark a BEO revised by mistake, click BEO again and then click Undo Revise BEOs. The Revised BEO column reverts to No and the revised date and time are removed from the events grid and the printed BEO. If you mark the BEO revised multiple times, when you select Undo Revise BEOs all date and time stamps are cleared.

When changes to a BEO involve menu or item updates, you can mark the BEO revised from the Manage Menus and Items window.

  1. Open the booking and navigate to the Booking Events section.
  2. Click Items next to an event in the grid.
  3. In the Event list, select All Events.
  4. Select the checkbox next to each edited event.
  5. Click BEO (Icon of a cloche) and click Revise BEOs. An asterisk displays on the events with revised BEOs, and the corresponding date and time display. The same date and time also show on the printed BEO. Each time Revise BEOs is selected, the date and time stamp updates.

    If you mark a BEO revised by mistake, click BEO again and then click Undo Revise BEOs. The BEO Revised tag no longer displays on the events grid or the printed BEO. If you mark the BEO revised multiple times, when you select Undo Revise BEOs all date and time stamps are cleared.

When you want to reprint a single BEO, you can mark it revised in the Preview & Merge window.

  1. Open the booking and navigate to the Booking Events section.
  2. Click Items next to an event in the grid.
  3. In the Event list, select All Events.
  4. Select the checkbox next to each edited event.
  5. Click BEO and select Preview & Merge.
  6. Select the Revise BEO checkbox.
  7. Click Close (Red icon with a white X). An asterisk displays on the event with the revised BEO, and the corresponding date and time display. The same date and time also show on the printed BEO.

    The Revise BEO checkbox becomes read-only and can be cleared only by clicking Undo Revise BEOs from the Manage Events or Manage Menus & Items windows.

An administrator needs to add the BEO Revised fields to this page.

  1. Open the booking and navigate to the Documents section.
  2. Click Edit next to the BEO.
  3. Select the Revised BEO checkbox and click Save. The date and time display in the BEO Revised Date field.

An administrator needs to add the BEO Revised fields to this page.

  1. Open the booking and navigate to the Events section.
  2. Click View next to the event.
  3. Click Revise BEO at the top of the page. The Revised BEO checkbox is automatically selected, and the date and time display 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.

Learn more...

Edit events

Assign events to BEOs

Merge BEOs

Batch merge BEOs