Mark booking events done
The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.
After you detail a BEO, select the Done checkbox in the Booking Events grid on the Booking page. This checkbox indicates that the BEO is ready for distribution. With this checkbox selected, reports then use the actual revenue on the BEO rather than the event's forecasted values.
After you distribute the BEO to your team, you can mark it distributed in one of two ways. You can select Distributed on the Booking Document page, or select Mark BEO as Distributed on the Create Batch Merge Document page. Then you need to log any future changes to the BEO in the Change Log section on the Booking Event page. This ensures the change is captured in the Change Log report.