Batch merge booking documents
The content of this page is specific to the Delphi Core product type. If you are using the Delphi product type, click here to access the Delphi-specific online help.
You can use the batch merge feature to create a single Word or PDF document that includes multiple BEOs or banquet checks. This feature is useful when you need to send your customer one document that includes all the BEOs for their program. You can also use the batch merge feature to distribute upcoming BEOs to your banquets team.
To batch merge for a booking
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Open the booking with the BEOs or banquet checks you want to compile into a single document.
To see a list of the BEOs and banquet checks that exist for the booking, navigate to the Documents section.
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Do one of the following to open the Create Batch Merge Document for Booking page:
- Click Batch Merge at the top of the Booking page.
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Click Manage Events. On the toolbar, click BEO (
) and select Batch Merge.This option only applies to batch merging BEOs.
- Under Choose Merge Type, complete the fields as appropriate.
Search details Merge Type Select BEO or Banquet Check. Merge Template Select the template of the documents. If one of the documents uses a different template, you need to remove it from the batch to avoid formatting issues. Include Diagrams This checkbox displays if your property is integrated with Delphi Diagramming. When selected, all room plan diagrams are included in your BEO batch merge. Options including diagram exclusion and print orientation are managed in Delphi Diagramming. For more information, see Delphi Diagramming Online Help.
This feature is available with version R54 and higher.
Output File Format Select Word or PDF. Follow your property's standards. Language and Secondary Language These display when you have access to at least one alternate language. - To create a single language document, select the appropriate Language and leave Secondary Language set to None.
- To create a bilingual document, leave Language set to Default and select the appropriate Secondary Language.
For additional information, see Merging booking documents in alternate languages.
Locale This displays when you have access to at least one alternate language. The locale controls the translation of date text and the currency format used in the document. Time formats, date formats, and currency symbols are not affected by this field. For additional information, see Merging booking documents in alternate languages.
- Under Enter Search Criteria, use the criteria fields to search for the BEOs or banquet checks to include in the batch.
Search details Property This displays all properties that have BEOs and banquet checks on the booking. Banquet Check Batch Printed Options Use this field to search for all banquet checks, banquet checks that have been batch printed, or banquet checks that have not been batch printed. This list only displays when you are batch merging banquet checks.
Done BEOs only Use this field to search for BEOs where all booking events are marked done. Records Using Selected Template Only Use this field to search for BEOs or banquet checks that were merged using the selected merge template. - Click Search.
- In Select Records to Merge, select the checkbox next to each BEO or banquet check to include in the batch. The name of the first event on each BEO displays for reference. With version R55 and higher, the selection grid is customizable. Columns can be rearranged, added or removed from view, and sorted to help locate the appropriate documents to merge.
- Click Generate.
- To view the batch merge document, click the document link at the top of the page. Click Document Path and then click View File. You can also open the document from the Batch Merge home page. Click the document name and then click the file. Each BEO or banquet check begins on a new page within the batch merge document.
When you review a merged document, some section headers do not display. Amadeus hides a section when it does not contain any menus or items. A section is also hidden when the Do Not Print on Check option has been selected for all the menus and items in that section. Any function rooms with a zero rental are also hidden.
To batch merge for a distribution
- Navigate to Batch Merge.
- Click Merge.
- Under Choose Merge Type, complete the fields as appropriate.
Search details Merge Type Select BEO or Banquet Check. Merge Template Select the template of the documents. If one of the documents uses a different template, you need to remove it from the batch to avoid formatting issues. Include Diagrams This checkbox displays if your property is integrated with Delphi Diagramming. When selected, all room plan diagrams are included in your BEO batch merge. Options including diagram exclusion and print orientation are managed in Delphi Diagramming. For more information, see Delphi Diagramming Online Help.
This feature is available with version R54 and higher.
Output File Format Select Word or PDF. Follow your property's standards. Language and Secondary Language These display when you have access to at least one alternate language. - To create a single language document, select the appropriate Language and leave Secondary Language set to None.
- To create a bilingual document, leave Language set to Default and select the appropriate Secondary Language.
For additional information, see Merging booking documents in alternate languages.
Locale This displays when you have access to at least one alternate language. The locale controls the translation of date text and the currency format used in the document. Time formats, date formats, and currency symbols are not affected by this field. For additional information, see Merging booking documents in alternate languages.
- Under Enter Search Criteria, use the criteria fields to search for the BEOs or banquet checks to include in the batch. The following criteria can be set:
Search details Account
Use this field to search for BEOs or banquet checks that apply to a specific account.
Booking Post As
Use this field to search for BEOs or banquet checks that have a specific Booking Post As value.
Event Start and Event End Dates
Use this field to search for BEOs or banquet checks that take place during a specific time frame.
BEO Start and BEO End #
Use this field to search for BEOs based on the assigned BEO numbers.
Event Classification
Use this field to search for BEOs or banquet checks with one or more event classifications.
Property This displays all properties where you have booking access. Booking Status
Use this field to search for BEOs or banquet checks based on the booking status.
Function Room
Use this field to search for BEOs or banquet checks with events that take place in one or more function rooms.
Banquet Check Batch Printed Options Use this field to search for all banquet checks, banquet checks that have been batch printed, or banquet checks that have not been batch printed. This list only displays when you are batch merging banquet checks.
Done BEOs only Use this field to search for BEOs where all booking events are marked done. Booking Owners, Service Managers, Catering Managers, and Other Managers Use these fields to search for users responsible for the BEOs.
These fields display in version R55 and higher.
Records Using Selected Template Only Use this field to search for BEOs or banquet checks that were merged using the selected merge template.
- Click Search.
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In Select Records to Merge, select the checkbox next to each BEO or banquet check to include in the batch. The name of the first event on each BEO displays for reference. With version R55 and higher, the selection grid is customizable. Columns can be rearranged, added or removed from view, and sorted to help locate the appropriate documents to merge.
- Click Generate.
- To view the batch merge document, click the document link at the top of the page. Click Document Path and then click View File. You can also open the document from the Batch Merge Documents section of the Booking page. Click the document name and then click the file. Each BEO or banquet check begins on a new page within the batch merge document.
When you review a merged document, some section headers do not display. Amadeus hides a section when it does not contain any menus or items. A section is also hidden when the Do Not Print on Check option has been selected for all the menus and items in that section. Any function rooms with a zero rental are also hidden.