Mark booking events done

When you're finished detailing a BEO, select the Done check box in the Booking Events grid on the Booking page. This indicates that the BEO is ready for distribution and signals reports to use the actual revenue on the BEO rather than the forecasted values entered on the Booking Event page.

Once the BEO has been distributed, you can mark it as such in one of two ways: select Distributed on the Booking Document page, or select Mark BEO as Distributed on the Create Batch Merge Document page. Then 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.

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Workflow for detailing and merging BEOs

Edit booking events

Overview: Work with BEOs