Setup values
Throughout the system you'll see fields like market segments and function room setups that have a picklist in them. The choices in those picklists are called setup values.
Some picklists, like the booking status, cannot be changed. Others allow you to define the list to meet the needs of how your company does business. To understand which fields you can customize, navigate to Setup Values. When you choose the All Setup Values list view, you'll see all of the setup values that can be edited.
We provide a full list of the setup values with examples in the Overview: Setup values topic.
Corporate vs. property values
Corporate setup values are shared by all properties in the org. Typically your company will define a corporate list for most of the fields with the values they want to use for reporting. Sometimes they'll allow property administrators to add their own values, while other companies do not allow any property additions.
Make sure you understand your company's policy on setup values before making any changes. If you know your values are controlled by your corporate team and you're not a corporate administrator, skip to the Event Classification lesson.
If you're at a brand new property and you met with a consultant who helped you enter your setup values, you should be all set. But once you get up and running, sometimes you realize as you're working or running a report that you need to add something.
If you created your own property, and you are the first property in the org, we provide a starter kit of corporate values that you'll want to review and edit to meet your company's needs before your team starts entering business. Add any values that you need, and change any that are not applicable to your processes to inactive. From that point forward, when you add another property, only property-specific event classifications will be added and your existing corporate values will remain the same.
Adding setup values
Let's say you're the corporate administrator and your company just added a new form to their website where customers can request a proposal for a group event. To report on this new revenue stream, add a new Lead Source. Navigate to Setup Values, and then click the New button. Since all properties can receive leads from the website, set the Record Type to Corporate Setup Value.
Next, enter the Value, the Abbreviation, and then click Save.
It usually takes around fifteen minutes for a new value to display in the picklist, so don't panic if you check the Lead Source field on an account or booking and you don't see it right away. There's a process that runs in the background and the length of time it takes to complete depends on how busy things are in the system. If you don't see the new value after 24 hours, open a ticket with support—they may need to restart your processor.
Deactivating setup values
If there's a setup value that doesn't apply to your company, you can deactivate it. The value will continue to display on existing records where it was previously selected; however, it will no longer be available for selection when one of those records is modified or a new record is created.
To deactivate a setup value, navigate to Setup Values, and click Edit next to the value. Clear the Active check box, and then click Save. Just like when you add a new value, you must wait for the processor to complete before you'll see the change in the fields.
Values in custom fields
Your corporate administrator may have added custom picklist fields to your org, or Amadeus may have created them as part of your initial configuration. If you have custom picklist fields, the values for those are not managed in the Setup Values area—that's just for picklists that Amadeus provides by default with the system. You can tell if a field is custom by going to Setup > Create > Objects, clicking on the object (Booking, Volume Contract, etc.), and looking at the Custom Fields & Relationships section. Amadeus fields that come with the system have this symbol 
to the left of the Field Label.
If you have a picklist without that symbol, (like Direct Bill Approved in the above image) click the Field Label to open it and navigate to the Values section. Here you can add, reorder, or replace the values. Refer to Salesforce help to learn more.
You can open Amadeus picklists this way and use the reorder button to sort the values alphabetically, but you must not edit the values in here. Always use the Setup Values tab as instructed above.
Replacing setup values
Sometimes a company decides to adjust how they track things, and setup values need to be changed for reporting. For example, if your market segment list has included State Association and National Association for ten years but now they just want to report on Association as one segment. Another common scenario is when a property is migrated into your database. Maybe your company acquired a new property that listed State and National Associations separately, but your list only has Association. Instead of having to open all of the migrated accounts and bookings with the incorrect segments to fix the data, you can use our tool to bulk replace them in a matter of minutes. First, go to Setup Values > Market Segments. Add the new corporate value for Association, and change the values that you no longer want (State Association and National Association) to inactive.
Next, navigate to Amadeus Settings, and then click Replace Setup Values. Select Market Segment as the Setup Value Type and the results below will display how many accounts and bookings are currently assigned each segment. Inactive values are red, which makes it even easier to identify what you need to replace. So for our example, you would select Association in the Replace With column, and then click Replace Setup Values.
You do have to select a property, so you need to repeat this to update the value in the bookings for each property. If you share accounts with all properties in your org, you only have to run this once for the account values.
Corporate administrators automatically have access to replace setup values. If a property administrator should have access, add the Replace Setup Values permission set to their user profile.
Quiz time
- Can property administrators replace setup values?
- No, only corporate administrators have access
- Yes, if a corporate administrator adds a permission set to their user profile
- Yes, both corporate and property administrators can replace setup values by default
Summary
Being able to produce the reports that you need relies on quality setup values. Make sure you have processes in place for your company to control who approves the values and that all properties understand how to request changes to them.
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