Preview and merge BEOs
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.
Before you merge a BEO, you can use the Preview & Merge window to confirm that all the events on the BEO are fully detailed. If necessary, you can make changes to the menus and items that display. You can then merge the BEO directly from that window and distribute it.
If you want to batch merge all the BEOs on a booking, use the Batch Merge option, which is accessed by clicking BEO (
) on the Manage Events page.
To preview and merge a BEO
- Open the booking and click Manage Events. The Manage Events page displays.
- Do one of the following:
- In the BEO# column, click the link of the BEO you want to preview and merge. A BEO number displays only for those events that have been assigned to a BEO.
- Click BEO () on the toolbar and click Preview & Merge. The Preview & Merge window opens and displays the events, along with the menus and items that have been added to that BEO number.
- To edit a menu or item, do one of the following:
- Double-click the menu or item to open the Editing Item Details page. Make your changes and then click Save and Close (
). Click Manage Menus and Items (
) to open the Manage Menus and Items page. Click Edit (
) next to the menu or item, make your changes, and click Save and Close ().If you do not see your changes in the Preview & Merge window, click Refresh (
).
- Double-click the menu or item to open the Editing Item Details page. Make your changes and then click Save and Close (
- To preview a different BEO, select its number from the list. Only those BEO numbers created for the current booking are available.
- To merge the BEO, select the BEO Template, and then click Go To Merge (
). The Create Merge Document page displays with the events on the BEO preselected. You can then generate the BEO for distribution. - To mark the BEO revised, select the Revise BEO checkbox. The revised date and time display in the BEO Revised Date column on the Manage Events page.
- Click Close (
).
If you want to see the most recent version of a BEO, click Open Last Merged BEO. This opens the Booking Document page where you can find all versions of the merged document in the Notes & Attachments section. The most recent version is listed at the top. Click View next to the document name to open the BEO.