Add the Mark Events Done checkboxes to the Property page
This feature is available with version R57 or higher. To determine the release installed in your org, see Installed Packages.
After a BEO is detailed, users need to select the Done checkbox in the Booking Events grid. With this checkbox selected, reports use the actual revenue on the BEO rather than the event's forecasted values. This also indicates the BEO is ready for distribution.
With version R57 and higher, administrators can choose to have events automatically marked done. This feature is enabled and controlled by three fields on the Property record page that have been automatically added to the Salesforce Lightning default Property record page.
If you have previously customized the Lightning Property record page, or are using the Salesforce Classic experience, follow the steps below to add these fields. For more information on how to use these fields, see View property details.
To add the required fields to a custom Lightning Property record page
-
Click Setup (
), then select Setup.
-
In Quick Find, enter 'App Builder.'
-
Under User Interface, click Lightning App Builder.
-
Find the most recent LightningPropertyRecordPage layout and click Edit. The Property Record page displays.
If the option to edit is not available, this indicates that the Lightning Property page layout has not been customized. The fields for this feature are already available on the page layout.
-
On the left side of the page, select Fields and type 'Mark events' into the search bar.
-
From the options below, select Enable Automatic Mark Events Done and drag it to the Booking & Event Configuration section of the layout.
-
Repeat the previous step for Mark Events Done After Event End Date and Mark Events Done Before Event Start Date.
- Click Save.
- To activate, click Activation... or Activate at the top right.
On the Activation page, select the App Default tab.
Click Assign to Apps or Assign as App Default.
Select Amadeus Delphi, Amadeus Delphi – Events Only, and Amadeus Support.
Click Next to accept any other messages and prompts.
Click Save.
To go back to Delphi, click the browser’s back button.
If the new Lightning record page is not visible, clear the browser cache.
To add the required fields to the Salesforce Classic Property record page
-
Navigate to Setup.
-
Under Build, click Create, then Objects, and then select Property from the list of labels.
-
Hover over the Page Layouts related list and click Edit next to Property Layout. The Property Record page layout displays.
-
In the Property Layout toolbar, click Fields.
-
Find Enable Automatic Mark Events Done, Mark Events Done After Event End Date, and Mark Events Done Before Event Start Date and drag them to the bottom of the Booking & Event Configuration section.
-
Click Save and confirm your changes.
-
Repeat steps 3-6 for all other applicable property layouts.
For assistance with any feature configuration, contact your Amadeus sales representative to learn more about our Professional Services offerings.