Dot2DotCommunications - User contributions [en]

Reports

2023-12-04T12:59:42Z

John.devonshire:

For information on how to customize an existing report, please see [[Customizing a Report]]

== Available Locations Report ==
The Available Locations Report provides information on faces that will be available for a specified period of time. This is a valuable report when looking to supplement the Location List with specific locations or to provide your client with a list of available locations for their potential campaign. This report can be filtered and fine-tuned to provide you with the exact list of available locations that you require, and that your client has asked for.

To run the Available Locations Report, open the Reports window by clicking on the Reports button. Then go to Sales - Available Locations and choose the layout you wish to run.

[[File:New_Available_Locations_Layout.JPG]]

Once you have double-clicked on the Layout you want, the following Print Screen will appear.

[[File:New_Available_Locations_Print.JPG]]

=== Available Faces Tab ===

It is not necessary to select any criteria, except for a period of availability, however if you choose to select criteria, here is a discription of what can be filtered on.

Period - This prompt allows you to specify the time frame for reporting on locations that are available in your inventory.

+/- days - This option allows you to choose an [[Charting How To#Setting Options for Charting|availability date margin]].

Leave gaps in multiples of - In a number of cases, you may be charting several months in advance of the showing. When you do this, you can create time gaps where Faces should not be used. See [[Charting How To#Setting Options for Charting|Minimizing Gaps]].

Media type - This option allows you to identify which media type you wish to run the report for.

Market - This option allows you to identify which Market you wish to run the report for.

Unit type - This option allows you to identify which unit type you wish to run the report for.

Area - This option allows you to identify which area you wish to run the report for.

More criteria... - If you wish to produce a report based on other criteria, select this check box. This action will open up the filter options so you can further streamline your report.

=== Take Over Tab ===

[[File:New_Available_Locations_Take_Over.JPG]]

If you are tight for space during a particular time frame or want to find faces that may be acceptable that aren't currently considered available, you can use the [[Charting How To#Take Over Feature|Take Over features]] to generate a larger pool of faces to select from.

To print the report, see [[Reports#Printing Reports|Printing Reports]].

== Background Database Report ==
The following Background Databases Reports can also be printed when desired. Each of these reports has no options as to their content. The report prints a copy of all the information contained in each database.

{| class="wikitable"
|-
| Areas || Cities || Counties
|-
| Countries || Markets || Media Types
|-
| Mobile Routes || Neighbours || Permits
|-
| Places || Plants || Posting Routes
|-
| States || Unit Types ||
|}

To run any of these Background Databases Reports, open the Reports window by clicking on the Reports button. Then go to Inventory - Other, select the background database category and double-click on the List Layout.

[[File:New_Background_Report.JPG]]

To print the report, see [[Reports#Printing Reports|Printing Reports]].

== Bill Posting Design Summary Report ==
The Bill Posting Design Summary Report provides the Bill Poster with a list of all the Designs required to complete the Posting Tasks during a specified time frame. The quantity of copies needed of each creative is also listed next to the Design Name. In order to run this report, you must specify the desired time frame. All creative that is needed to complete Posting Tasks that are due in this time frame will be listed.

To run the Bill Posting Design Summary Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Bill Posting Design Summary Layout.

[[File:New_Bill_Posting_Design_Summary.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters that will shorten the listing to only those Designs for Posting Tasks you wish to see. Since the filter command only displays Designs for Posting Tasks which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of Designs reported on.

You can choose to see all Designs, or only those involving a Posting, Re-post or those involving a Take Down/Cover. You can also specify the Date(s) you want to print your list for. The report will only list the Designs for those Posting Tasks where the Due Date is within the date range specified. If no date range is entered under Due Date, every Design in Ad Manager will be printed (subject to your other criteria).

You can also choose to filter which Designs to include by selecting the desired items. For example, you may only wish to produce a list of Designs for Posting Tasks assigned to a certain Bill Poster, or select Posting Tasks where the Design is to originate from a particular source plant.

Once you have set all your desired criteria, click OK.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Billing Reports ==
Type topic text here.

== Budget and Audit Report ==
Type topic text here.

== Campaign Summary Report ==
The Campaign Summary Report provides summary of delivery information for all Subcontracts of a Contract and all Markets for that Contract upon the Contract's completion.

To run the Campaign Summary Report, open the Reports window by clicking on the Reports button. Then go to Performance - Campaign Summary and choose the layout you wish to run.

Campaign Summary (Cdn) - This is the Canadian version of the Campaign Summary Report. It is a COMB (Canadian Outdoor Measurement Bureau) approved report that is to be used by Canadian plant operators for reporting purposes.

[[File:New_Campaign_Summary.JPG]]

Once you have double-clicked on the Layout you want, the following Print Screen will appear.

[[File:New_Campaign_Summary_print.JPG]]

Click on the Quick Find button to choose the contract you wish to report on.

To print report, see [[Reports#Printing Reports|Printing Reports]].

== Category Sales Sumarry Report ==
The Category Sales Summary Report provides a breakdown of sales revenue for each of your Categories (e.g. Automotive, Restaurant, etc.). The report displays the Primary Categories with the sold costs in dollar amounts for Gross Value, Net Value and Rate Card Value.

To run the Category Sales Summary Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales - Subcontracts and double-click on the Category Sales Summary Layout.

[[File:New_Category_Sales_Summary.JPG]]

If you wish to produce a report based on certain criteria, select the check box for Selection Criteria. The filter will allow you to identify the parameters that will shorten the listing to only those items you wish to see. Since the filter command only displays items which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

Once you have determined your filter parameters, click on the OK button.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

=== Category/Advertiser Sales Summary Report ===

The Category/Advertiser Sales Summary Report provides a breakdown of what sales have been like for each of your Advertisers, grouped by your Categories. The report displays each Advertiser with the sold costs in dollar amounts for Gross Value, Net Value and Rate Card Value.

== Completion Reports ==
Type topic text here.

== Contracted Open Space Reports ==
There are several formats of Contracted Open Space Reports that can be run in Ad Manager which are found under two categories in the Reports Window. These reports provide information on what space has been SOLD to advertisers. These reports only deal with availability based on information input into the Subcontracts Counts Tab. Faces are assigned to each area based on the market distribution being used for each Subcontract. This distribution is applied to the number of faces listed on each Subcontract Counts Tab to determine expected occupancy and availability. The only other information taken into account are any custom distributions entered on the Distribution Tab of the Subcontracts.

For availability based on scheduling (charting) information, see the [[Reports#Scheduled Open Space|Scheduled Open Space Reports]].

The Contracted Open Space Reports provide a table on how many faces have been Sold and how many are Available in each of your markets over future time frames.

To run the Contracted Open Space Reports, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales and choose either Contracted Open Space (12 Periods) or Contracted Open Space (24 Periods).

The following screen shows the various Layouts in the Contracted Open Space (12 Periods) category.

[[File:New_Contracted_Open_Space_12.JPG]]

The following screen shows the various layouts in the Contracted Open Space (24 Periods) category.

[[File:New_Contracted_Open_Space_24.JPG]]

Once you have double-clicked on the Layout you want, the following Print Screen will appear.

[[File:New_Contracted_Open_Space_print.JPG]]

To run the Contracted Open Space Report, you must select a time interval and a start date. All other items are optional, however...

Time Interval - Select the time period for reporting, by clicking on the radial dial next to the desired time interval. The selections are Every 5 days, One, Five, Ten days..., Weekly, Twice a month, and Monthly.

Start Date - The Start Date field allows you to identify the beginning of the time frame for which you wish to print the report.

Filter Subcontracts - If you wish to produce a report based on specific Subcontract information, select this check box and choose your filter options.

Ignore Dead Proposals, Proposals, Limited Holds (Expired) - This option allows you to choose whether you wish proposals and expired holds to be included in the numbers produced on the report.

Media - This option allows you to identify the media type on which you wish to run the report.

Area - This option allows you to identify the area on which you wish to run the report.

Market - Identify the market on which you wish to run the report in the Market field.

City - This option allows you to identify the city on which you wish to run the report.

Filter Faces - If you wish to produce a report based on specific face information, select this check box and choose your filter options.

Include Non-saleable, Retired, Inactive, Not Installed Faces - If you wish to see include non-active faces to your report, click the check box next to this option.

To print the report, see [[Reports#Printing Reports|Printing Reports]].

=== Areas grouped by market Layout ===

This layout provides information on the number of faces available in each area of your plant, allowing you to determine your expected occupancy in each area based on default market distributions, customized market distributions and Subcontract information.

== Dead Copy Report ==
The Dead Copy Report is used to identify any Faces where the currently posted copy is no longer supposed to be up because the Contract/Subcontract has expired. This report allows you to identify Faces which are immediately available for posting to another Contract/Subcontract.

To run the Dead Copy Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Dead Copy and double-click on the Dead Copy Layout.

[[File:New_Dead_Copy.JPG]]

The following Print Screen will then open.

[[File:New_Dead_Copy_print.JPG]]

The "As of " Date allows you to identify the date for which you wish to run a Dead Copy Report for (default is today's date).

If you wish to produce a report based on other criteria, select the check box for Selection Criteria. The filter will allow you to identify the parameters that will shorten the listing to only those items you wish to see. Since the filter command only displays items which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

Once you have determined your filter parameters, click on the OK button.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Design Activities Report ==
The Design Activities Report provides a listing of any activity related to Designs arriving or leaving the plants.

To run the Design Activities Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Designs - Design Activities and double-click on the List Layout.

[[File:New_Design_Activities.JPG]]

If you wish to filter the report further, click on the Selection Criteria check box. The filter will allow you to identify the parameters that will shorten the listing to include only those items you wish to see. Since the filter command only displays items which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

Once you have determined your filter parameters, click on the OK button.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Export a Report ==
A report format can be exported as a Report Layout format (*.rpl) in order to send a custom report to another office for use in Ad Manager or to send to Dot2Dot Communications to investigate any anomalies with the report.

To export a report layout, click on the Reports [[File:New_reports_button.JPG]] button. This will open the Reports Window. Once the Reports Window is open, go to the category the report belongs to and highlight the Layout you wish to export in the Layout Window. Next, select File - Export from the Reports menu.

[[File:New_Export_Report.JPG]]

The Save As dialog box will open so that you can select where you wish to save the report.

[[File:New_Export_Report_save.JPG]]

Once you have selected the folder to which you will export your report, give it a name in the File Name: field and make sure that the Save as Type: is Report Layout Files (*rpl), click the Save button. A copy of the report has been exported and you are free to close the Report Window. You can now e-mail the report.

For instructions on importing reports, [[Reports#Import a Report|click here]].

== Face Scheduling History ==
The Face Scheduling History Report allows you to see a history of Advertisers and Designs posted and scheduled on each Face during a specified time period. The report displays these postings with their scheduled posting dates as well as their actual posted and covered dates.

To run the Face Scheduling History Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Postings and double-click on the Face Scheduling History Layout.

[[File:New_Face_Scheduling_History.JPG]]

If you wish to filter your report further, click on the Selection Criteria check box. The filter will allow you to identify the parameters that will shorten the listing to include only those items you wish to see. Since the filter command only displays items which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

Once you have determined your filter parameters, click on the OK button.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Grouped Availability Report ==
The Grouped Availability Report provides you with the ability to determine how many Faces are available for a specified time interval for a specified number of consecutive weeks.

To run the Grouped Availability Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales - Grouped Availability (8 Periods) and double-click on the Grouped Availability (Standard) Layout.

[[File:New_Grouped_Availability.JPG]]

The following Print Screen will then open.

[[File:New_Grouped_Availability_print.JPG]]

The "Start Date " allows you to identify the start date for which you wish to run a Grouped Availability Report from (default is today's date).

The "Availability (in days)" option allows you to specify the interval you wish to use for finding the information on how many Faces are available and how many are booked. The number entered here acts as a multiple, and data are provided accordingly. For example, if you enter an Availability of 7, information on how many Faces are available is provided for 7, 14, 21, 28, etc. consecutive days.

This report will take some time to generate as it has to check the availability of each Face for each time frame for each week selected. In order to speed up the processing time, the software gives you the option to choose the number of consecutive weeks worth of data you wish to see by entering it in the "Number of Weekly Increments" field. The fewer the number of consecutive weeks reported on, the faster the report will generate.

The "Media" field allows you to identify which media type you wish to run the report for.

The "Market" field allows you to identify which Market you wish to run the report for.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Import a Report ==
To import a report, click on the Reports [[File:New_reports_button.JPG]] button. This will open the Reports Window. The report must have a Report Layout File (*.rpl) in order to import into Ad Manager. Once the Reports Window is open, go to the category the report belongs to so that all its current layouts are visible in the Layout Window. Next, select File - Import from the Reports menu.

[[File:New_Import.JPG]]

The following screen will then appear.

[[File:New_Import_Report.JPG]]

Find and highlight the Report Layout File (*.rpl) you wish to import and click the Open button. At this point you will be prompted to Name the New Report Layout. This is the name you will see in the Layout window. When you have named your new report, click on the OK button. The Report Layout window will then be opened. Just close this window and your new report will be in the Layout window of your Reports.

Please note that these imported or custom reports are displayed with the [[File:New_new_button_without_arrow.JPG]] icon. These Report Layouts can be deleted, and customized without prompting you to create a copy. Therefore, we recommend that you also save the Report Layout File (*.rpl) somewhere outside of Ad Manager as a backup.

If a report does not work after being imported, check to make sure it has been imported into the correct Report Category.

For instructions on exporting a report, [[Reports#Export a Report|click here]].

== Inventory Status Report ==
The Inventory Status report allows you to produce a snapshot of what is posted on your inventory on any past or current date.

To run the Inventory Status Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Face Current Posting and double-click on the Current Inventory Status Layout.

[[File:New_Inventory_Status.JPG]]

The following Print Screen will then open.

[[File:New_Inventory_Status_print.JPG]]

The "As of " Date allows you to identify the beginning of the time frame you wish to print the Inventory Status Report for.

If you wish to produce a report based on other criteria, select the check box for Selection Criteria.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Lease Information Report ==
Type topic text here.

== Lease Revenue Report ==
The Lease Revenue Report allows the user to identify how much revenue is being generated by each Face on a Lease during a specified time period.

To run the Lease Revenue Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Financial - Lease Revenue and double-click on the Standard Layout.

[[File:New_Lease_Revenue.JPG]]

The following Print Screen will then open.

[[File:New_Lease_Revenue_print.JPG]]

For this report to run, you must identify the range of Postings start dates you wish to include in the report. The output will identify all Contracts assigned to each Face during this period, along with the amout it was sold for.

If you wish to filter your report further, click on the Selection Criteria check box. The filter will allow you to identify the parameters that will shorten the listing to include only those items you wish to see. Since the filter command only displays items which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

Once you have determined your filter parameters, click on the OK button.

For additional information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Location List Report ==
The Location List report is an advance list identifying which faces have been selected for a particular Subcontract and Contract. It provides planned delivery information along with a listing of when faces are due to be posted and covered.

To run the Location List report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Performance - Location List and choose the layout you wish to run.

[[File:New_Location_List.JPG]]

To print report, see [[Reports#Printing Reports|Printing Reports]].

Revised Location List (Canadian)

The Revised Location List is used when reporting any changes to the campaign since the original Location List was printed. It contains all the information in the Location List and allows you to highlight (manually) any revisions. It does not automatically identify any changes made since a previous list was printed.

Location List (Circulation Summary)

The Circulation Summary option provides circulation information at the end of the report summarizing the the Circulation this showing (total and average), the Plant Average circulation, and how much over (or under) the average is being delivered on this contract. Note that the plant average circulations shown are not calculated but taken from the information input in the media type database.

== Maintenance Outstanding Reports ==
Type topic text here.

== Paper Withdrawal Summary Report ==
The Paper Withdrawal Summary Report provides the Plant with a list of all the Advertisers, and quantities of Designs required to complete Posting Tasks during a specified time frame. The quantity of copies needed of each creative and the BIN where they are stored is listed next to the Design Name. In order to run this report, you must specify the desired time frame. All creative that is needed to complete Posting Tasks that are due in this time frame will be listed.

To run the Paper Withdrawal Summary Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Paper Withdrawal Summary Layout.

[[File:New_Paper_Withdrawal_Summary.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters that will shorten the listing to only those Designs on Posting Tasks you wish to see. Since the filter command only displays Designs for Posting Tasks which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of Designs reported on.

You can choose to see all Designs, or only those involving a Posting, Re-post or those involving a Take Down/Cover. You can also specify the Date(s) you want to print your list for. The report will only list the Designs for those Posting Tasks where the Due Date is within the date range specified. If no date range is entered under Due Date, every Design for every Posting Task in Ad Manager will be printed (subject to your other criteria).

You can also choose to filter which Designs to include by selecting the desired items. For example, you may only wish to produce a list of Designs for Posting Tasks assigned to a certain Bill Poster, or select Posting Tasks where the Design is to originate from a particular source plant.

Once you have set all your desired criteria, click OK.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Posting Card Summary Report ==
The Posting Card Summary Report provides information on the number of Posting Tasks that have been completed during a specified time frame and the number of posting cards printed for that time frame. This report shows the number of Posting Tasks by Subcontract, Market, grouped by Media Type.

To run the Posting Card Summary Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Posting Card Summary (by Media) Layout.

[[File:New_Posting_Card_Summary.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters that will shorten the listing to only those Posting Tasks you wish to see. Since the filter command only displays Posting Tasks which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of Posting Tasks reported on.

The Due Date is required to be identified in order to generate a Posting Card Summary Report. In this field you can select the desired start date of the report; all Faces which were to be posted on or before this date will be listed. You can also select a range of dates here by selecting the "between" option. This will allow you to display all Postings occurring during the Due Date range selected.

Once you have determined your filter parameters, click on the OK button.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Postings by Contract ==
The Postings by Contract report provides a listing of posting dates and information for each face on a Contract for a specified date range.

To run the Postings by Contract Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Postings by Contract Layout.

[[File:New_Postings_by_Contract.JPG]]

The following Print Screen will open:

[[File:New_Postings_by_Contract_print.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters which will shorten the listing to only those contracts which you wish to see. Since the filter command only displays contracts which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of contracts reported on.

If you are searching for a particular contract, then identifying the contract number will quickly achieve that objective. Go to the Contract Tab and select "=" in the Number field, then enter the location number in the field next to it. However, the only contract that will be displayed in your report will be that one. If you require a listing of a particular advertiser, go to the Contract Tab and select the advertiser from the pulldown menu of the advertiser field. There are many, many fields you can select for your filter. If you wish to filter on a specific field, then specify what you want to review in that field. If you leave a field blank, then the search will not be dependant on that field.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Postings by Date ==
The Postings by Date report allows you to produce a listing of all the Posting Tasks that occurred/will occur on each date during a specified time frame. In order to run this report, you must specify the desired time frame. All Posting Tasks that have been completed in this time frame will be listed.

To run the Postings by Date Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Postings by Date Layout.

[[File:New_Postings_by_Date.JPG]]

The following Print Screen will open:

[[File:New_Postings_by_Date_print.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters which will shorten the listing to only those Posting Tasks which you wish to see. Since the filter command only displays posting tasks which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of posting tasks reported on.

If you are searching for a particular contract, then identifying the contract number will quickly achieve that objective. Go to the Contract Tab and select "=" in the Number field, then enter the location number in the field next to it. However, the only Contract that will be displayed in your report will be that one. If you require a listing of a particular advertiser, go to the Contract Tab and select the advertiser from the pulldown menu of the advertiser field. There are many, many fields you can select for your filter. If you wish to filter on a specific field, then specify what you want to review in that field. If you leave a field blank, then the search will not be dependant on that field.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Posting in Progress Report ==
The Postings In Progress Report identifies Faces which were supposed to be posted by the specified date but completed on dates have not been keyed into Ad Manager yet. The listing identifies the Face, Contract, Due Date and Advertiser and is grouped by Media Type.

To run the Postings In Progress Report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Operational - Posting Tasks and double-click on the Postings In Progress Layout.

[[File:New_Postings_in_Progress.JPG]]

If you wish to produce a report based on other criteria, click on the Selection Criteria check box. The filter allows the user to identify the parameters that will shorten the listing to only those Posting Tasks you wish to see. Since the filter command only displays Posting Tasks which meet your criteria, the more parameters you identify, the more specific your request and the shorter the list of Posting Tasks reported on.

The Due Date is required to be identified in order to generate a Postings In Progress Report. In this field you can select the desired start date of the report; all Faces which were to be posted on or before this date will be listed. You can also select a range of dates here by selecting the "between" option. This will allow you to display all Faces that were to be posted but were not during the Due Date range selected.

If you are searching for a Face in one Contract in particular, then identifying the Face Number and Media Type will quickly achieve that objective. However, the only Face which you will be able to see will be that one. If you require a listing of a particular area or route, a more general filter request may be more appropriate. There are several different fields which you can select for your filter parameters. If you wish to filter by a specific field, then specify what you want to review in that field. If you leave a field blank, then the filter will not be dependent on that field.

Some fields may already have information selected in them. Should you wish to change any of these inputs you can do so by inputting new information into these fields.

Once you have determined your filter parameters, click on the OK button.

For more information on printing the report, see [[Reports#Printing Reports|Printing Reports]].

== Printing Reports ==
To use reports, click on the Reports [[File:New_reports_button.JPG]] button. This will open the Reports Window. From here, reports can be selected, customized, run, printed and exported.

[[File:New_Reports.JPG]]

The Ad Manager Reports window is divided into two sections, the left side is the Folder List, and the right side is the Layout.

All reports fall into one of the categories listed in the Folder List. You can select the category (Inventory, Operational, Performance, Sales, etc.) of reports you wish to print from the Folder List. Click on any category and the List window will show all reports available for that category. For example, the above window shows all available reports for the category Performance.

For additional information on the buttons that appear at the top of the window, [[Buttons#Report|click here]].

To run a particular report, double-click on the name of the report in the Layout Window. The following Print dialog box will now appear:

[[File:New_Reports_print.JPG]]

From this screen, you must set up your report and then print it or export it for use in another piece of software (such as Word or Excel). Note that depending upon which report you select the window could contain different fields and selection criteria. Click on the Selection Criteria check box to be shown the appropriate filtering options for the report you have selected.

The filter allows the user to identify the parameters which will shorten the listing to only those listings which you wish to see. Since the filter command only displays information which meets your criteria, the more parameters you identify, the more specific your request and the shorter the list of items reported on.

If you are searching for a particular contract, then identifying the contract number will quickly achieve that objective. Go to the Contract Tab and select "=" in the Number field, then enter the location number in the field next to it. However, the only contract that will be displayed in your report will be that one. If you require a listing of a particular advertiser, go to the Contract Tab and select the advertiser from the pulldown menu of the advertiser field. There are many, many fields you can select for your filter. If you wish to filter on a specific field, then specify what you want to review in that field. If you leave a field blank, then the search will not be dependant on that field.

Once you have determined your search parameters, select OK. By clicking on the OK button, all Faces, Designs, Subcontracts, Contracts, and Posting Tasks in your database will be compared to your search guidelines. If when the report is printed or previewed there is no information displayed, then your search parameters were too specific, and none of the information in your database matched these criteria. You will need to go back to Selection Criteria and change your filter criteria to be less specific, or click on the Clear button to clear the filter criteria all together.

If you wish to reduce the amount of information listed on your report because you were not specific enough, select Selection Criteria again. At this point, specify additional criteria which will reduce the list further.

=== Common Features of All Report Print Windows ===

Click on the Selection Criteria option (as shown above) if you wish to filter for specific data on your report. The filter works exactly the same way as all other filters in Ad Manager. The Filter screen offers you a multitude of selections to help streamline the data displayed on your report. Once you have specified the criteria for your filter, hit the OK button. The Selection Criteria check box should now have a checkmark in it, indicating that you have set up a filter.

=== Ordering Your Report ===

See [[Reports#Sorting in Reports|Sorting in Reports]].

=== Previewing Your Report ===

If you wish to view the report on your screen before printing it, click on the Preview button. The report may take a few minutes to generate. Please be patient. Once you have finished viewing your report, click on the Print button to send it to your printer. If you decide that you need to change your selection criteria or order, close the preview of your report to return to the Print Window.

Note, Ad Manager's Reports can work behind the scene's as you can work on other Ad Manager functions while waiting for the preview screen to open.

=== Printing Your Report ===

The Print button allows you to print your report to a printer.

Note that there are some custom reports built for specific countries' or companies' unique needs or languages. Be careful in your selection as the formulae for certain calculations may differ from Standard reports provided.

=== Exporting Your Report To Another Application Format ===

If you wish to export this report for use in another software, click on the Export button. A Save As window will open. Here you must select the place you wish to save the file. Choose the name for the file and type it in the File Name field as shown below:

[[File:New_Report_Export.JPG]]

Once you have selected a file type, given it a name and identified a place to save it, click on the Save button. To open the report in a Word type software save as a text file (*.txt). To open in a spreadsheet software like Excel, save as a Microsoft Excel File (*.xls) type. To create an Adobe file for easy e-mailing to clients and staff, save as an Adobe PDF File (*.pdf) type.

=== Printer Setup ===

The Setup button brings up the Print Setup screen. From here, you may select your printer options.

=== Canceling Your Report Selection ===

The Cancel button allows you to close the Print window.

=== Report Types ===

=== Design Reports ===

Reports in this section are related to design management. Key reports in this section are the:

[[Reports#Design Activities Report|Design Activities report]]

Design List

=== Financial Reports ===

Reports in this section deal with Billing and Leasing information. A key report in this section is the:

[[Reports#Lease Revenue Report|Lease Revenue report]]

=== Inventory Reports ===

These reports range from simple printed lists of each database in the system as well as more detailed reports in the major databases such as Sites and Faces. Key reports in this section are:

Faces - Standard Photo Sheet

Faces - List

=== Map Reports ===

As the name implies, this area contains the mapping reports that can be exported as a PDF file for e-mailing to clients or printing on your color printer.

=== Operational Reports ===

Operational reports are primarily posting related. Key reports in this section are:

[[Reports#Posting Card Summary Report|Posting Cards]]

Posting Instructions

Posting Tasks reports

[[Reports#Inventory Status Report|Inventory Status report]]

=== Performance Reports ===

These reports are designed to provide information on delivery of subcontracts. Key reports in this section are:

[[Reports#Campaign Summary Report|Campaign Summary]]

[[Reports#Location List Report|Location Lists]]

[[Reports#Proof of Performance Report|Proof of Performance report]]

=== Sales Reports ===

Reports in this section are designed to provide summary information you may need for day-to-day operations and planning. Key reports in this section are the:

[[Reports#Available Locations Report|Available Locations report]]

[[Reports#Contracted Open Space Reports|Contracted Open Space reports]]

[[Reports#Scheduled Open Space|Scheduled Open Space reports]]

[[Reports#Time Space Report|Time Space reports]]

Subcontracts - [[Reports#Scheduling Summary Report|Scheduling Summary]] (both overview and detailed version)

== Proof of Performance Report ==
There are 2 main layouts for performance reports, Proof of Performance (Cdn) and Proof of Performance (Standard).

=== Proof of Performance (Cdn) ===

This is the Canadian version of the Performance report. It is a COMB (Canadian Outdoor Measurement Bureau) approved report that is to be used by Canadian plant operators for proof of performance reporting purposes.

To run this report, go to the Reports window, go to Performance - Performance and double-click on the Proof of Performance (Cdn) report in the Layout window.

[[File:New_Proof_of_Performance_CDN.JPG]]

For instructions on Printing the report, see [[Reports#Printing Reports|Printing Reports]].

On the report, the information in the bottom half of the screen displays the Posted and Covered information instead of the Start and End information on the Location List.

The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the software are displayed without a cover date.

=== Proof of Performance (Standard) ===

To run this report, go to the Reports window, go to Performance - Performance and double-click on the Proof of Performance (Standard) report in the Layout window.

[[File:New_Proof_of_Performance_Standard.JPG]]

For instructions on Printing the report, see [[Reports#Printing Reports|Printing Reports]].

On the report, the information in the bottom half of the screen displays the Posted and Covered information instead of the Start and End information on the Location List.

The report is used to provide information on what has been delivered for this contract as of a certain date. The information in the Market Summary box contains calculations as of the date of the report. Locations that have not yet been covered in the software are displayed without a cover date.

=== Overrides ===

This report shows the number of days over or over and under delivery for each face on a Contract.

== Repairs Completion Summary ==
Type topic text here.

== Revenue and Cost Report ==
Type topic text here.

== Running Daily Routing Reports ==
Type topic text here.

== Scheduled Open Space ==
This report provides information on what space has been CHARTED not allocated based on sales information.

For availability based on Contract information, see [[Reports#Contracted Open Space Reports|Contracted Open Space Reports]].

The Scheduled Open Space Report provides information on how many faces have been scheduled and how many are available in each of your markets over future time frames.

To run the Scheduled Open Space Reports, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales and choose either Scheduled Open Space (12 Periods) or Scheduled Open Space (24 Periods).

The following screen shows the various Layouts in the Scheduled Open Space (12 Periods) category.

[[File:New_Scheduled_Open_Space_12.JPG]]

The following screen shows the various Layouts in the Scheduled Open Space (24 Periods) category.

[[File:New_Scheduled_Open_Space_24.JPG]]

Once you have double-clicked on the Layout you want, the following Print Screen will appear.

[[File:New_Scheduled_Open_Space_print.JPG]]

To run the Scheduled Open Space Report, you must select a time interval and a start date. All other items are optional, however...

Time Interval - Select the time period for reporting, by clicking on the button next to the desired time interval. The selections are Every 5 days, One, Five, Ten days..., Weekly, Twice a month, and Monthly.

Start Date - The Start Date field allows you to identify the beginning of the time frame for which you wish to print the report.

Filter Subcontracts - If you wish to produce a report based on specific Subcontract information, select this check box and choose your filter options.

Ignore Dead Proposals, Proposals, Limited Holds (Expired) - This option allows you to choose whether you wish proposals and expired holds to be included in the numbers produced on the report.

Media - This option allows you to identify the media type on which you wish to run the report.

Area - This option allows you to identify the area on which you wish to run the report.

Market - Identify the market on which you wish to run the report in the Market field.

City - This option allows you to identify the city on which you wish to run the report.

Filter Faces - If you wish to produce a report based on specific face information, select this check box and choose your filter options.

Include Non-saleable, Retired, Inactive, Not Installed Faces - If you wish to see include non-active faces to your report, click the check box next to this option.

To print report, see [[Reports#Printing Reports|Printing Reports]].

=== Areas grouped by market Layout ===

This Layout provides information on the number of faces available in each area of your plant, allowing you to determine your expected occupancy in each area based on charting information.

== Scheduling Summary Report ==
The Scheduling Summary Report provides information on the current status of your Subcontracts, what has been scheduled and what needs to be scheduled. From here you can determine the status of upcoming Subcontracts.

To run the Scheduling Summary report, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales - Subcontracts and choose the Scheduling Summary Layout or the Scheduling Summary (Detailed) Layout.

[[File:New_Scheduling_Summary.JPG]]

For instructions on Printing the report, see [[Reports#Printing Reports|Printing Reports]].

=== Scheduling Summary (Detailed) ===

If you wish to produce a Scheduling Summary that identifies all faces scheduled to Contracts, in addition to the Subcontract status, select the Scheduling Summary (Detailed) Layout. This will provide a listing of every face scheduled for each contract along with its scheduled design.

== Sorting in Reports ==

=== Sorting in Reports ===

To display the data on your report in a specific order, click on the Order button on the Print Screen of your report.
Each report is divided into groups of data. Each of these groups can be ordered. The example below shows the Order Screen of a [[Reports#Location List Report|Location List Report]].

[[File:New_Order.JPG]]

To sort a specific group of items in the report, highlight the group name (for example, Subcontract Posting Schedules) in the Groups Box. The current order for this group in the report is displayed in the "Order the selected group by" box. On this Location List Report example, if there is more than one Posting Schedule to the Subcontract, the Posting Schedule will be ordered first by Area then by Site at, then by the Start Date, then by the End Date.
In the above example, to change the order the Posting Schedules are displayed for each Subcontract, go to the "Order the selected group by" box and click the [[File:New_add_button.JPG]] button to add a column to sort by, or highlight the field you do not want to sort by and click on the [[File:New_delete_button.JPG]] button. If you want to move the fields around, highlight the one you want in a different order and use the arrow keys to move it up [[File:New_move_up_button.JPG]] or down [[File:New_move_down_button.JPG]] the list of sorting criteria.
If you want any fields ordered in descending order, highlight the field and double-click it under the Descending column. A "Yes" will be displayed in the Descending column if you have chosen to order that field in descending order. To change a descending order to ascending, double-click the field in the Descending column so that the "Yes" is no longer there.
When you are done ordering your report, click on the OK button.

== Time Space Report ==
The Time Space Report provides a graph on a face-by-face basis of what has been scheduled and posted. This can provide an easy reference to determine what the availability of faces will be in the future.

To run the Time Space Reports, open the Reports window by clicking on the Reports [[File:New_reports_button.JPG]] button. Then go to Sales and choose Time Space (12 Periods).

The following screen shows the various Layouts in the Time Space (12 Periods) category.

[[File:New_Time_Space.JPG]]

Once you have double-clicked on the Layout you want, the following Print Screen will appear.

[[File:New_Time_Space_print.JPG]]

To run the Time Space Report, you must select a time interval, a start date and display options, all other criteria is optional. However...

Time Interval - Select the time period for reporting, by clicking on the radial dial next to the desired time interval. The selections are Every 5 days, One, Five, Ten days..., Weekly, Twice a month, and Monthly.

Start Date - The Start Date field allows you to identify the beginning of the time frame for which you wish to print the report.

Filter Postings - If you wish to produce a report based on specific posting information, select this check box and choose your filter options.

Media - This option allows you to identify the media type on which you wish to run the report.

Area - This option allows you to identify the area on which you wish to run the report.

Market - Identify the market on which you wish to run the report in the Market field.

City - This option allows you to identify the city on which you wish to run the report.

Filter Faces - If you wish to produce a report based on specific face information, select this check box and choose your filter options.

Include Non-saleable, Retired, Inactive, Not Installed Faces - If you wish to see include non-active faces to your report, click the check box next to this option.

Display Options - This option gives you the ability to choose what information from the scheduling you wish to display on the report.

To print the report, see [[Reports#Printing Reports|Printing Reports]].

== Verify Lease Data Report ==
Type topic text here.

Installing Ad Manager

2023-04-19T12:15:06Z

John.devonshire: /* Possible .NET Framework Issue */

If you are installing Ad Manager for the first time, you may follow this set of steps.

===Installation and set up for SQL===

First, you will need to have a Microsoft SQL Server environment available. As of March 2016, Ad Manager is certified up to all versions of SQL to 2014. You may use SQL Express if you wish (please note that if using SQL Express there is a database size limit of 10GB for 2008 and 2012, 4GB for 2005 and 2GB for earlier versions. This is per database and is a limit imposed by Microsoft). SQL needs to be configured for TCP/IP and named Pipes. Please ensure backups are set up once the databases are in place. For instructions on the steps to follow, go to [[How to set up SQL for Ad Manager]].

If you have been provided with an Ad Manager database (converted data or transferred file), add both the main database and the images database (suffixed by _bin) to SQL. Assign user rights as appropriate.

===Install Ad Manager===

Download the newest version of the Ad Manager Client installer (AdMgr.msi) by contacting a Dot2Dot representative.

Place this Ad Manager installer in a location where you can access it on the machine(s) you wish to install it on. Ad Manager can be implemented in a terminal services environment if desired.

Install the new version of Ad Manager on each local machine by following the prompts. If you do not have Scala Content Manager, leave the default as 10.x

Once you have finished installing Ad Manager on each machine, you can use one of these machines to create your Ad Manager database in SQL.

Double click the Ad Manager icon. You may be asked to supply your serial number and license files. If this is the case, please select the dongle (serial number) and license files provided as appropriate. Once you have a valid serial number (dongle) and license on this machine, you will be asked to log in.

====<u>Possible .NET Framework Issue</u>====

There may be an issue where you receive an error message when trying to install the .NET 2.0 Framework.

If this occurs, go to the Control Panel - Programs - Turn Windows features on or off. Check ".NET Framework 3.5 (Includes .NET 2.0 and3.0).

[[File:thumbnail_net35.png]]

After doing this, try installing Ad Manager again.

===Create/Select Database===

Enter the appropriate user information. If you have an Ad Manager database installed on your SQL Server, enter its name.

To create the database the user logging into Ad Manager must have sysadmin rights under the server roles of that users security rights. If you set SQL up to accept Windows authentication and added the user you are logged in as, you may simply check the "Use Windows Authentication" check box. If you are using SQL authentication, enter the username and password for a user you have set up in SQL.

Enter the Server name selected and enter a database name. The Database name you enter will be what you want the system to create as your new database in SQL. Ad Manager will notify you that you are creating a new database and will ask you some additional questions to help set up the database.

Once the database is set up, Ad Manager will notify you.

===Set up Remaining Machines===
At this point, you will be able to access Ad Manager from any machine. Each user will need to supply the serial and license files.

Once the database has been created all user accounts will have to be added to the database, Windows Authentication is considered the most secure security model. The users will not be able to access Ad Manager until their accounts have been created and a user mapping added to the Ad Manager database and _bin database.
If you have any questions or difficulties, please contact a Dot2Dot support representative.

===Security===

If a new user needs to be added to access Ad Manager, this can be done by [[Security_roles|adding the user in SQL]]

2019-09-12T19:06:24Z

John.devonshire:

File:Gmaps1.png

2019-09-12T19:05:03Z

John.devonshire:

File:Media Item.JPG

2018-01-31T18:24:18Z

John.devonshire:

Leases

2018-01-31T18:12:17Z

John.devonshire: /* Fields */

Ad Manager maintains a database of all leases that structures are assigned to. The lease information is used in a number of areas of the software. Additional information can be entered.

In Ad Manager you can track all types of information pertaining to a Lease; from the Lease number, to the terms, to which Sites/Faces are attached to it. With accurate and up-to-the minute data entry, you can have the entire history of the Lease; and, with the use of some saved Finders, you can work with your Leases in a timely organized manner.

You can enter Payment Schedules and track Payments in addition to the standard leasing functionality.

== Adding a New Lease ==

If you are on a Site Window and want to enter Lease information, you can either enter the new lease number in the Lease Number field on the Site Details page and hit the Tab key on your keyboard, or you can go click on the arrow beside the New icon ([[File:New_add_button.JPG]]) for a list of items you can add. Select OTHER, and then select Lease. The Lease - Details Window will appear, and a new Lease can be entered.

To add a Lease into Ad Manager from the main Ad Manager Window, click the File - New - Other menu item and select Lease. The new Lease window will appear.

[[File:New_New_Lease.JPG]]

On this screen, basic information about the Lease can be entered on the Details Page. This information includes the Lease Number, any description you may wish to give for the Lease, type, the start and end dates of the Lease, and any renewal information you may wish to enter. Usually the renewal information will be dependent upon how you wish to track your Leases and when to address renewals. NOTE: Information you put on this page does not affect your Lease Payment Schedule(s). If you make changes to the dates, you will still have to edit the Payments, as necessary, to reflect these changes.

On the Lessors Page you can add Lessor information. To add a new Lessor, click the New ([[File:New_add_button.JPG]]) button to the right and you can either select an existing name or create a new one by choosing <New>. If you choose <New> the following window will appear:

[[File:New_New_Lessor.JPG]]

Complete the necessary data such as name, phone numbers, address, etc. NOTE: Vendor Code is a required field and must be filled in. You may also want to complete the Tax Id box if you are providing your Lessor with Government income statements. Perhaps you may wish to add a contact name if the Lessor is a Company rather than a person. To add the Contact person, click the Contacts Page, click the New button, either choose a name already existing from the list or choose <New> to add a new one and enter the detail. NOTE: You can have as many Lessors on a Lease as necessary.

On the Contacts Page, any contact people that are related to this Lease can be added. To add a Contact person, click on the New ( ) button on the page. From here you can select a Contact from the list, or add one by clicking on <New...> at the top of the list. Once you have finished adding Contacts to the Lease, click on the Save button to save the Lease.

[[File:New_Lessor_Contacts.JPG]]

== Modifying a Lease ==

To modify a Lease, simply click the database from the OTHER folder, then double click the desired item and make the change(s) necessary. Once you have finished, click the Save ([[File:New_save_button.JPG]]) button.

== Deleting a Lease ==

To delete a Lease, there must be no sites associated with it. Select the database from the OTHER folder, then double click the desired item. Select the Delete button ([[File:New_delete_button.JPG]]) for the record. Ad Manager will ask you for confirmation to delete the lease.

==Lease Pages==
==== Attachments Page ====

For more information on the Attachments page, [[Attachments|click here]].

==== Contacts Page====
The Contacts Page is used to enter information referring to all Contact people for a Lease.

[[File:New_Lease_Contacts.JPG]]

Tool buttons specific to the Contacts Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Contacts on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Contacts, in the event changes to the number of Contacts has occurred since you visited this page.

The pane in the window shows a listing of all Contacts that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Contact to the Lease. Click on this button and either select an existing Name from the list or create a new record by choosing < New >.

[[File:New_delete_button.JPG]]- Delete the highlighted Contact from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Contact.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Contacts to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Contacts with a certain Name, Phone number, or Address. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

==== Details Page====
The Details Page is where information about the Lease agreement is displayed. Information on the terms of the Lease, and whether the Lease can be automatically extended.

[[File:New_Lease_Details.JPG]]

For information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.

===== Fields =====

''Description'': This is a quick description of what this Lease pertains to. This description allows the users to be able to recognize the Lease among a long list of Leases.

''Duration'': This is the date range for the Lease. You can enter the date or select the date from the dropdown calendar, and enter in the duration or the end date. Ad Manager will automatically calculate the third value.

''Expires On'': The date when the Lease will expire. If you are extending the lease automatically, this date should always reflect the newest expiry date.

''Extend Automatically'': This check box should be checked if you lease agreement allows you to automatically extend the it without signing a new Lease agreement.

''Extend Expiry To'': If your Lease agreement allows for the automatic extension of the Lease, the expiry date of the extension should be entered here.

''Number'': This is the unique Lease number.

''Renew On'': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.

''Type'': This is where you can specify what type of lease this is (percentage, flat rate, step/escalator, etc). The default value for a lease is <Unspecified>.

==== Faces Page====

The Faces Page lists all Faces that have been attached to the Lease.

[[File:New_Lease_Faces.JPG]]

Tool buttons specific to the Faces Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Faces on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Faces, in the event changes to the number of Faces has occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Faces and apply the same properties to them.

The pane in the window shows a listing of all Faces that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_delete_button.JPG]]- Delete the highlighted Face from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Face.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Faces to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Faces of a certain media type, facing a particular direction, of a particular size, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of Faces will display this menu. From here you can move the selected Face to a different Site, chart/schedule the Face to a Subcontract, or Update a property (or properties) for one or more highlighted Face(s).

[[File:New_Lease_Faces_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to modify a property (or properties) for one or more highlighted Faces.

Move To Site - The Move To Site menu item allows you to move highlighted Faces from this Site to another Site in the inventory. A filter will appear to assist you in selecting the appropriate Site.

Assign To Subcontract - The Assign To Subcontract menu item allows you to highlight a Face and assign it directly to a Subcontract. A filter will appear to assist you in selecting the appropriate Subcontract.

Face Conflicts - The Face Conflicts menu item allows you to view all conflicts that exist for the highlighted Face . You can specify what conditions are considered to be a Conflict prior to clicking OK. The subsequent list is all scheduling that has generated a conflict.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

==== Lessors Page ====
The Lessors Page is used to enter Lessor/Payee information for a Lease.

[[File:New_Lease_Lessors.JPG]]

Tool buttons specific to the Lessors Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Lessors on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Lessors, in the event changes to the number of Lessors has occurred since you visited this page.

The pane in the window shows a listing of all Lessors that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Lessor to the Lease. Click on this button and either select an existing Name from the list or create a new record by choosing < New >.

[[File:New_delete_button.JPG]]- Delete the highlighted Lessor from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Lessor.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Lessors to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Lessors with a certain Name, Vendor Code, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

==== Locations Page ====

The Locations Page lists all Digital (2) Locations that are associated with this Lease.

==== Notes Page ====

For more information on the Notes page, [[Notes page|click here]].

==== Payment Schedules ====

The Payment Schedules Page provides a financial history for this Lease by showing a listing of all payment schedules that have been set up.

[[File:New_Lease_Payment_Schedules.JPG]]

Tool buttons found at the top of the Lease - Details screen when you are on the Payment Schedules Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the Payment Schedules in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payment Schedules, in the event changes to the Payment Schedules have occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payment Schedules and change information on them. All highlighted Schedules will be changed to reflect the items selected.

The functions available through the buttons immediately above the Payment Schedules pane are:

[[File:New_add_button.JPG]]- Add a new Payment Schedule for this Lease. The New Lease Payment Schedule - Details window will open where you can create a new Lease Payment Schedule.

[[File:New_delete_button.JPG]]- Delete the highlighted Payment Schedule from this Lease. Highlight the item and click the Delete button.

[[File:New_properties_button.JPG]]- Opens the Lease Payment Schedule - Details window to allow you to review or change any information related to the Lease Payment.

Right clicking on the list of Payment Schedules will display this menu. From here you can duplicate the Payment Schedule, change the status of a Payment Schedule as well as any line items by using the Update option.

[[File:New_Lease_Payment_Schedules_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Payment Schedules.

Duplicate - The Duplicate menu item allows you to create a new Payment Schedule with the same Line item configuration as the current Payment Schedule.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Payment Schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payment Schedules with certain recurrence patterns, for specific Payees, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.

==== Payment Summary Page ====

The Payment Summary Page allows you to identify how well you have reached your Payment requirements. From this screen you can see how much money has been Paid, Finalized, Exported, Sent, and the Current Balance Owing.

[[File:New_Lease_Payment_Summary.JPG]]

For information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

==== Payments Page ====

The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease.

[[File:New_Lease_Payments.JPG]]

Tool buttons found at the top of the Lease - Details screen when you are on the Payments Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the Payments in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.

The functions available through the buttons immediately above the Payments pane are:

[[File:New_add_button.JPG]]- Create a new Lease Payment Schedule for this Lease. The New Lease Payment Schedule - Details window will open where you can create a new Lease Payment Schedule.

[[File:New_delete_button.JPG]]- Delete the highlighted Payment from this Lease. Highlight the item and click the Delete button.

[[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.

Right clicking on the list of Payments will display this menu. From here you can change the due date of a payment, the status of a payment as well as any line items by using the Update option, as well as, finalize, un-finalize, and reset the exported status of a payment or group of highlighted payments.

[[File:New_Lease_Payments_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Payments.

Finalize - Finalizing a Payment will prevent you from making additional changes to it. This can be done manually prior to a Payment Export, by using this tool, or it will automatically occur during the Export. If you wish to finalize payments using this tool, highlight them first, then right-click to get this menu option. Once finalized, the Payment is marked as Finalized and will display a unique Transaction ID as well as an Check Number.

Un-Finalize - If a Payment has incorrectly been marked as Finalized, this tool allows you to un-finalize it. Ad Manager will remove the Finalized status of the Payment, but will still show a unique Transaction ID, indicating this Payment was Finalized at one time.

Reset Exported Status - If a Payment has been Exported incorrectly, this tool allows you to mark it as un-exported, so that you may Export it again at a later date.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, finalized or exported on a certain date, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.

==== Player Slots page====

The Player Slots page shows you a listing of all Digital (1) Player Slots associated with this lease.

==== Players Page ====

The Players page shows you a listing of all Digital (1) Players associated with this lease.

==== Posting Schedules Page ====

The Posting Schedules Page shows you a listing of all past, present, and future postings for all Faces that are attached to a particular Lease. This is useful in determining how often the Faces have been sold, if you anticipate any difficulties renewing the Lease, or what effect cancelling the Lease will have on any planned or posted Schedules.

[[File:New_Lease_Posting_Schedules.JPG]]

Tool buttons found on the top of the screen when you are the Posting Schedules Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- The Order button allows you to sort the activities in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of activities, in the event changes to the activities have occurred since you visited this page.

The functions available through the buttons immediately above the Posting Schedules pane are:

[[File:New_delete_button.JPG]]- Allows you to delete a scheduled item. When you delete scheduling from this page, Ad Manager automatically updates your Subcontract charting information for you.

[[File:New_properties_button.JPG]]- Allows you to modify or review information related to the highlighted posting schedules. If you modify any information (dates, posting type, design), Ad Manager will check for any scheduling or location related conflicts and inform you of any problems. Ad Manager automatically updates your Subcontract charting information for you.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Posting schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see schedules (charting) related to a particular contract, subcontract, advertiser, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of assigned Faces will display this menu. From here you can alter the assignment's duration, copy to another flight, create a new task (e.g. repost), create a Take-Down task, or Update a property (or properties) for one or more highlighted schedule(s).

[[File:New_Lease_Posting_Schedules_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Copy To Flight - This will allow you to copy (transcribe) the highlighted Faces from this Subcontract flight to any other flight for any Subcontract. Ad Manager will check to ensure the Face is available and suitable on the new Subcontract flight.

Copy to Multiple Flights - This will allow you to copy (transcribe) the highlighted Faces from this Subcontract flight to other flights for other Subcontracts (instead of copying them one at a time). Ad Manager will check to ensure the Face(s) is/are available and suitable on the new Subcontract flights.

Create Take-Down Task - This feature allows you to inform Ad Manager to create a task that will generate a Posting Card/Instruction that will remove the existing copy and not replace it with new copy. You can specify the date that this Take-Down will occur.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

New Task - This will allow you to create a new posting of the same copy on a different date for this Subcontract or create a take down record for the highlighted Face(s).

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted schedule.

==== Reservations Page ====

The Reservations page shows you a listing of all reservations that are associated with the Lease.

==== Sites Page====

The Sites Page lists all Sites that have been attached to the Lease.

[[File:New_Lease_Sites.JPG]]

Tool buttons specific to the Sites Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Sites on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Sites, in the event changes to the number of Sites has occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Sites and apply the same properties to them.

[[File:New_duplicate_button.JPG]]- The Duplicate button allows you highlight a Site from the list and create a new Site with the same Face configuration as the highlighted one.

The pane in the window shows a listing of all Sites that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Site to the Lease.

[[File:New_delete_button.JPG]]- Delete the highlighted Site from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Site.

In addition, while you are in the pane, you can double click on a Site to see details about the Site. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see above).

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Sites to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Sites in a certain city, state, zip code, on a certain street, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of Sites will display this menu. From here you can create a new Site and add it to the Lease, duplicate a Site, Generate Line-of-Site conflicts between Sites, or Update a property (or properties) for one or more highlighted Site(s).

[[File:New_Lease_Sites_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Duplicate - The Duplicate menu item allows you to create a new Site with the same Face configuration as the current Site.

Generate Line-Of-Sight - the Generate Line-Of-Sight menu item allows you to create line of sight conflicts between Faces on a Site, based on their direction facing or virtual Face configuration.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

Site Conflicts - The Site Conflicts menu item allows you to view all conflicts that exist on any Face for this Site. You can specify what conditions are considered to be a Conflict prior to clicking OK. The subsequent list is all scheduling that has generated a conflict.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Sites.

==== User Fields Page====
For more information on the User fields page, [[User fields page|click here]].

Leases

2018-01-31T18:10:51Z

John.devonshire: /* Adding a New Lease */

Ad Manager maintains a database of all leases that structures are assigned to. The lease information is used in a number of areas of the software. Additional information can be entered.

In Ad Manager you can track all types of information pertaining to a Lease; from the Lease number, to the terms, to which Sites/Faces are attached to it. With accurate and up-to-the minute data entry, you can have the entire history of the Lease; and, with the use of some saved Finders, you can work with your Leases in a timely organized manner.

You can enter Payment Schedules and track Payments in addition to the standard leasing functionality.

== Adding a New Lease ==

If you are on a Site Window and want to enter Lease information, you can either enter the new lease number in the Lease Number field on the Site Details page and hit the Tab key on your keyboard, or you can go click on the arrow beside the New icon ([[File:New_add_button.JPG]]) for a list of items you can add. Select OTHER, and then select Lease. The Lease - Details Window will appear, and a new Lease can be entered.

To add a Lease into Ad Manager from the main Ad Manager Window, click the File - New - Other menu item and select Lease. The new Lease window will appear.

[[File:New_New_Lease.JPG]]

On this screen, basic information about the Lease can be entered on the Details Page. This information includes the Lease Number, any description you may wish to give for the Lease, type, the start and end dates of the Lease, and any renewal information you may wish to enter. Usually the renewal information will be dependent upon how you wish to track your Leases and when to address renewals. NOTE: Information you put on this page does not affect your Lease Payment Schedule(s). If you make changes to the dates, you will still have to edit the Payments, as necessary, to reflect these changes.

On the Lessors Page you can add Lessor information. To add a new Lessor, click the New ([[File:New_add_button.JPG]]) button to the right and you can either select an existing name or create a new one by choosing <New>. If you choose <New> the following window will appear:

[[File:New_New_Lessor.JPG]]

Complete the necessary data such as name, phone numbers, address, etc. NOTE: Vendor Code is a required field and must be filled in. You may also want to complete the Tax Id box if you are providing your Lessor with Government income statements. Perhaps you may wish to add a contact name if the Lessor is a Company rather than a person. To add the Contact person, click the Contacts Page, click the New button, either choose a name already existing from the list or choose <New> to add a new one and enter the detail. NOTE: You can have as many Lessors on a Lease as necessary.

On the Contacts Page, any contact people that are related to this Lease can be added. To add a Contact person, click on the New ( ) button on the page. From here you can select a Contact from the list, or add one by clicking on <New...> at the top of the list. Once you have finished adding Contacts to the Lease, click on the Save button to save the Lease.

[[File:New_Lessor_Contacts.JPG]]

== Modifying a Lease ==

To modify a Lease, simply click the database from the OTHER folder, then double click the desired item and make the change(s) necessary. Once you have finished, click the Save ([[File:New_save_button.JPG]]) button.

== Deleting a Lease ==

To delete a Lease, there must be no sites associated with it. Select the database from the OTHER folder, then double click the desired item. Select the Delete button ([[File:New_delete_button.JPG]]) for the record. Ad Manager will ask you for confirmation to delete the lease.

==Lease Pages==
==== Attachments Page ====

For more information on the Attachments page, [[Attachments|click here]].

==== Contacts Page====
The Contacts Page is used to enter information referring to all Contact people for a Lease.

[[File:New_Lease_Contacts.JPG]]

Tool buttons specific to the Contacts Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Contacts on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Contacts, in the event changes to the number of Contacts has occurred since you visited this page.

The pane in the window shows a listing of all Contacts that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Contact to the Lease. Click on this button and either select an existing Name from the list or create a new record by choosing < New >.

[[File:New_delete_button.JPG]]- Delete the highlighted Contact from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Contact.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Contacts to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Contacts with a certain Name, Phone number, or Address. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

==== Details Page====
The Details Page is where information about the Lease agreement is displayed. Information on the terms of the Lease, and whether the Lease can be automatically extended.

[[File:New_Lease_Details.JPG]]

For information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.

===== Fields =====

''Description'': This is a quick description of what this Lease pertains to. This description allows the users to be able to recognize the Lease among a long list of Leases.

''Duration'': This is the date range for the Lease. You can enter the date or select the date from the dropdown calendar, and enter in the duration or the end date. Ad Manager will automatically calculate the third value.

''Expires On'': The date when the Lease will expire. If you are extending the lease automatically, this date should always reflect the newest expiry date.

''Extend Automatically'': This check box should be checked if you lease agreement allows you to automatically extend the it without signing a new Lease agreement.

''Extend Expiry To'': If your Lease agreement allows for the automatic extension of the Lease, the expiry date of the extension should be entered here.

''Number'': This is the unique Lease number.

''Renew On'': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.

==== Faces Page====

The Faces Page lists all Faces that have been attached to the Lease.

[[File:New_Lease_Faces.JPG]]

Tool buttons specific to the Faces Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Faces on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Faces, in the event changes to the number of Faces has occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Faces and apply the same properties to them.

The pane in the window shows a listing of all Faces that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_delete_button.JPG]]- Delete the highlighted Face from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Face.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Faces to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Faces of a certain media type, facing a particular direction, of a particular size, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of Faces will display this menu. From here you can move the selected Face to a different Site, chart/schedule the Face to a Subcontract, or Update a property (or properties) for one or more highlighted Face(s).

[[File:New_Lease_Faces_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to modify a property (or properties) for one or more highlighted Faces.

Move To Site - The Move To Site menu item allows you to move highlighted Faces from this Site to another Site in the inventory. A filter will appear to assist you in selecting the appropriate Site.

Assign To Subcontract - The Assign To Subcontract menu item allows you to highlight a Face and assign it directly to a Subcontract. A filter will appear to assist you in selecting the appropriate Subcontract.

Face Conflicts - The Face Conflicts menu item allows you to view all conflicts that exist for the highlighted Face . You can specify what conditions are considered to be a Conflict prior to clicking OK. The subsequent list is all scheduling that has generated a conflict.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

==== Lessors Page ====
The Lessors Page is used to enter Lessor/Payee information for a Lease.

[[File:New_Lease_Lessors.JPG]]

Tool buttons specific to the Lessors Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Lessors on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Lessors, in the event changes to the number of Lessors has occurred since you visited this page.

The pane in the window shows a listing of all Lessors that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Lessor to the Lease. Click on this button and either select an existing Name from the list or create a new record by choosing < New >.

[[File:New_delete_button.JPG]]- Delete the highlighted Lessor from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Lessor.

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Lessors to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Lessors with a certain Name, Vendor Code, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

==== Locations Page ====

The Locations Page lists all Digital (2) Locations that are associated with this Lease.

==== Notes Page ====

For more information on the Notes page, [[Notes page|click here]].

==== Payment Schedules ====

The Payment Schedules Page provides a financial history for this Lease by showing a listing of all payment schedules that have been set up.

[[File:New_Lease_Payment_Schedules.JPG]]

Tool buttons found at the top of the Lease - Details screen when you are on the Payment Schedules Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the Payment Schedules in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payment Schedules, in the event changes to the Payment Schedules have occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payment Schedules and change information on them. All highlighted Schedules will be changed to reflect the items selected.

The functions available through the buttons immediately above the Payment Schedules pane are:

[[File:New_add_button.JPG]]- Add a new Payment Schedule for this Lease. The New Lease Payment Schedule - Details window will open where you can create a new Lease Payment Schedule.

[[File:New_delete_button.JPG]]- Delete the highlighted Payment Schedule from this Lease. Highlight the item and click the Delete button.

[[File:New_properties_button.JPG]]- Opens the Lease Payment Schedule - Details window to allow you to review or change any information related to the Lease Payment.

Right clicking on the list of Payment Schedules will display this menu. From here you can duplicate the Payment Schedule, change the status of a Payment Schedule as well as any line items by using the Update option.

[[File:New_Lease_Payment_Schedules_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Payment Schedules.

Duplicate - The Duplicate menu item allows you to create a new Payment Schedule with the same Line item configuration as the current Payment Schedule.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Payment Schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payment Schedules with certain recurrence patterns, for specific Payees, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.

==== Payment Summary Page ====

The Payment Summary Page allows you to identify how well you have reached your Payment requirements. From this screen you can see how much money has been Paid, Finalized, Exported, Sent, and the Current Balance Owing.

[[File:New_Lease_Payment_Summary.JPG]]

For information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

==== Payments Page ====

The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease.

[[File:New_Lease_Payments.JPG]]

Tool buttons found at the top of the Lease - Details screen when you are on the Payments Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the Payments in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.

The functions available through the buttons immediately above the Payments pane are:

[[File:New_add_button.JPG]]- Create a new Lease Payment Schedule for this Lease. The New Lease Payment Schedule - Details window will open where you can create a new Lease Payment Schedule.

[[File:New_delete_button.JPG]]- Delete the highlighted Payment from this Lease. Highlight the item and click the Delete button.

[[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.

Right clicking on the list of Payments will display this menu. From here you can change the due date of a payment, the status of a payment as well as any line items by using the Update option, as well as, finalize, un-finalize, and reset the exported status of a payment or group of highlighted payments.

[[File:New_Lease_Payments_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Payments.

Finalize - Finalizing a Payment will prevent you from making additional changes to it. This can be done manually prior to a Payment Export, by using this tool, or it will automatically occur during the Export. If you wish to finalize payments using this tool, highlight them first, then right-click to get this menu option. Once finalized, the Payment is marked as Finalized and will display a unique Transaction ID as well as an Check Number.

Un-Finalize - If a Payment has incorrectly been marked as Finalized, this tool allows you to un-finalize it. Ad Manager will remove the Finalized status of the Payment, but will still show a unique Transaction ID, indicating this Payment was Finalized at one time.

Reset Exported Status - If a Payment has been Exported incorrectly, this tool allows you to mark it as un-exported, so that you may Export it again at a later date.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, finalized or exported on a certain date, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.

==== Player Slots page====

The Player Slots page shows you a listing of all Digital (1) Player Slots associated with this lease.

==== Players Page ====

The Players page shows you a listing of all Digital (1) Players associated with this lease.

==== Posting Schedules Page ====

The Posting Schedules Page shows you a listing of all past, present, and future postings for all Faces that are attached to a particular Lease. This is useful in determining how often the Faces have been sold, if you anticipate any difficulties renewing the Lease, or what effect cancelling the Lease will have on any planned or posted Schedules.

[[File:New_Lease_Posting_Schedules.JPG]]

Tool buttons found on the top of the screen when you are the Posting Schedules Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- The Order button allows you to sort the activities in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of activities, in the event changes to the activities have occurred since you visited this page.

The functions available through the buttons immediately above the Posting Schedules pane are:

[[File:New_delete_button.JPG]]- Allows you to delete a scheduled item. When you delete scheduling from this page, Ad Manager automatically updates your Subcontract charting information for you.

[[File:New_properties_button.JPG]]- Allows you to modify or review information related to the highlighted posting schedules. If you modify any information (dates, posting type, design), Ad Manager will check for any scheduling or location related conflicts and inform you of any problems. Ad Manager automatically updates your Subcontract charting information for you.

For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Posting schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see schedules (charting) related to a particular contract, subcontract, advertiser, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of assigned Faces will display this menu. From here you can alter the assignment's duration, copy to another flight, create a new task (e.g. repost), create a Take-Down task, or Update a property (or properties) for one or more highlighted schedule(s).

[[File:New_Lease_Posting_Schedules_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Copy To Flight - This will allow you to copy (transcribe) the highlighted Faces from this Subcontract flight to any other flight for any Subcontract. Ad Manager will check to ensure the Face is available and suitable on the new Subcontract flight.

Copy to Multiple Flights - This will allow you to copy (transcribe) the highlighted Faces from this Subcontract flight to other flights for other Subcontracts (instead of copying them one at a time). Ad Manager will check to ensure the Face(s) is/are available and suitable on the new Subcontract flights.

Create Take-Down Task - This feature allows you to inform Ad Manager to create a task that will generate a Posting Card/Instruction that will remove the existing copy and not replace it with new copy. You can specify the date that this Take-Down will occur.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

New Task - This will allow you to create a new posting of the same copy on a different date for this Subcontract or create a take down record for the highlighted Face(s).

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted schedule.

==== Reservations Page ====

The Reservations page shows you a listing of all reservations that are associated with the Lease.

==== Sites Page====

The Sites Page lists all Sites that have been attached to the Lease.

[[File:New_Lease_Sites.JPG]]

Tool buttons specific to the Sites Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Sites on the Lease in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Sites, in the event changes to the number of Sites has occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Sites and apply the same properties to them.

[[File:New_duplicate_button.JPG]]- The Duplicate button allows you highlight a Site from the list and create a new Site with the same Face configuration as the highlighted one.

The pane in the window shows a listing of all Sites that are assigned to this Lease. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Site to the Lease.

[[File:New_delete_button.JPG]]- Delete the highlighted Site from the Lease.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Site.

In addition, while you are in the pane, you can double click on a Site to see details about the Site. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see above).

For additional information on buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].

The Filter check box allows you to filter the listing of Sites to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Sites in a certain city, state, zip code, on a certain street, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

Right clicking on the list of Sites will display this menu. From here you can create a new Site and add it to the Lease, duplicate a Site, Generate Line-of-Site conflicts between Sites, or Update a property (or properties) for one or more highlighted Site(s).

[[File:New_Lease_Sites_right_click.JPG]]

To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

Duplicate - The Duplicate menu item allows you to create a new Site with the same Face configuration as the current Site.

Generate Line-Of-Sight - the Generate Line-Of-Sight menu item allows you to create line of sight conflicts between Faces on a Site, based on their direction facing or virtual Face configuration.

Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.

Site Conflicts - The Site Conflicts menu item allows you to view all conflicts that exist on any Face for this Site. You can specify what conditions are considered to be a Conflict prior to clicking OK. The subsequent list is all scheduling that has generated a conflict.

Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Sites.

==== User Fields Page====
For more information on the User fields page, [[User fields page|click here]].

File:New New Lease.JPG

2018-01-31T18:09:38Z

John.devonshire: John.devonshire uploaded a new version of "File:New New Lease.JPG"

Site

2018-01-31T18:07:20Z

John.devonshire: /* Fields */

== Attachments ==
For more information on the Attachments page, [[Attachments page|click here]].

== Categories ==
The Categories Page maintains a listing of all items that have been specified as positive conditions or restrictions at a Site. All Faces on this Site will inherit the conditions and restrictions specified in this window.

Items in the Conditions box on the left side of the screen are considered to be positive attributes for Faces on this Site. Items in the Restrictions box on the right side of the screen are considered to be negative attributes.

[[File:New_Site_Categories.JPG]]

Tool buttons specific to the Categories Page:

[[File:New_add_button.JPG]]- Add a new Condition or Restriction to the Site. If you are adding a new condition (positive attribute), select the above the left box. If you are adding a restriction (negative attribute), select the above the right box.

[[File:New_delete_button.JPG]]- Delete the highlighted Condition or Restriction from the Site. If you are removing a condition (positive attribute), select the above the left box. If you are removing a restriction (negative attribute), select the above the right box.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

== Details ==
The Details Page is where information about the structure is displayed. Information on what type of structure it is (Indoor, Outdoor or Mobile), and whether the Structure is owned or leased. Site details are kept on this page.

[[File:New_Site_Details.JPG]]

For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.

=== Fields ===

Address: This is the actual physical location of the site, which may be different than the Site At description.

City: This is the City/Town where this Site is located.

DMA/DMA Rank: This is where The DMA this site is located in can be stored, allowing you to identify sites that are in the same predefined "market area".

CBSA: This is the CBSA that the site is located in.

Latitude: This is the Latitude of the Site. It is used whenever a map using faces from this site is produced. This value can be typed in, however, Ad Manager will fill in the Latitude and Longitude automatically when the site is positioned correctly on the Map page.

Lease Description: This is a quick description of what this Lease pertains to. This description allows the users to be able to recognize the Lease among a long list of Leases.

Lease Number: This is the lease number related to this site. You can select a lease number from the list. If the Lease is not listed, you can add it by typing the new number into the field. This will bring up the Lease Details window so you can fill in the Lease Information.

Legal Status: This is where you can identify whether the legal status of the Site is either conforming or non-conforming.

Legal Status (local): This is where you can identify whether the local legal status of the Site is either conforming or non-conforming.

Longitude: This is the Longitude of the Site. It is used whenever a map using faces from this site is produced. This value can be typed in however, Ad Manager will fill in the Latitude and Longitude automatically when the site is positioned correctly on the Map page.

Number: This is the unique site (structure) number.

Site At: This is the description of the site. To add the SITE AT description, click on the ellipsis ([[File:New_ellipsis.JPG]]) for the Address Builder window and fill in the site information accordingly.

Survey: This field is used to enter your Outdoor DemoTrack survey number.

Type: Identify whether the site is an indoor site, outdoor site, or a mobile site

ZIP/Postal Code: This field is used to enter your ZIP or Postal Code.

From the Tools Menu, Ad Manager will allow you to Duplicate a Site, Generate line-of-sight conflicts, and check for any Site Conflicts.

== Demographic Zone ==
Type topic text here.

== Faces ==

The Faces Page is used to enter Face information for a Site.

[[File:New_Site_Faces.JPG]]

Tool buttons specific to the Faces Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Faces on the Site in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Faces, in the event changes to the number of Faces has occurred since you visited this page.

[[File:New_update_button.JPG]]- The Update button allows you to highlight multiple Faces and apply the same properties to them.

The pane in the window shows a listing of all Faces that are assigned to this Site. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new Face to the Site.

[[File:New_delete_button.JPG]]- Delete the highlighted Face from the Site.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Face.

In addition, while you are in the pane, you can double click on a Face to see details about the Face. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see above).

For additional information on buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

The Filter check box allows you to filter the listing of Faces to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Faces of a certain media type, facing a particular direction, of a particular size, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

== Images ==
For more information on the Images page, [[Images page|click here]].

== Inactivity ==
The Inactivity Page maintains a history of all dates that a Site or Face has been/will be inactive. If you are inactivating a Site, every Face on the Site will be considered unavailable during this time frame.

[[File:New_Site_Inactivity.JPG]]

The functions available through the buttons immediately above the Inactivity pane are:

[[File:New_add_button.JPG]]- To add an Inactivity, click the New button. When selected, a screen will appear asking for the reason for the Inactivity, the date range the Site or Face will be inactive, and any other notes you wish to maintain about this inactive time frame.
[[File:New_delete_button.JPG]]- To delete an Inactivity period from the list, highlight it and click on the Delete button.

[[File:New_properties_button.JPG]]- To modify an Inactivity period, highlight it and click the Properties button. Make the appropriate changes to the dates or notes, and click the Save ([[File:New_save_button.JPG]]) button.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

The Filter check box allows you to filter the listing of Inactivity periods to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see inactivity periods with particular start dates, end dates, durations, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

== Maintenance Tasks ==
Type topic text here.

== Map ==
The Site Map Page provides you with the ability to view the Site on a map and to edit the latitude and longitude information for the Site (and all Faces associated with it) directly on the map.

[[File:New_Site_Map.JPG]]

Tool buttons specific to the Site Map Page:

[[File:New_zoom_in.JPG]]- By placing the Zoom In tool over the map, you can click to see the map zoomed in twice as close as before, centered where you clicked. If you hold your left mouse button down and drag the mouse, you will see a box being drawn on the map. When you release the left mouse button, Ad Manager will zoom into the specified area.

[[File:New_zoom_out_button.JPG]]- By placing the Zoom Out tool over the map, you can click to see the map zoomed out twice as much as before, centered where you clicked. If you hold your left mouse button down and drag the mouse, you will see a box being drawn on the map. When you release the left mouse button, Ad Manager will shrink the map to the size specified by the box.

[[File:New_pan_button.JPG]]- The Pan tool allows you to move the map to see different areas not visible on the screen. To use the Pan tool, put your mouse over the map, hold down the left mouse button and drag the mouse. The map will move with the Pan tool; when you release the mouse button, Ad Manager will draw the new area of the map.

[[File:New_label_map_button.JPG]]- The Label Map Feature allows you to click on an item on the map, and have Ad Manager automatically label it for you.

[[File:New_set_lat_long_button.JPG]]- The Set the Latitude/Longitude of the Site tool allows you to geocode your Site quickly, easily and accurately. Using the other tools, find the correct location of this Site on your map, select this tool and click on the appropriate spot. Ad Manager will automatically update the latitude and longitude of this Site, and place a symbol there, indicating this is where the Site is.

[[File:New_centre_button.JPG]]- The Center the Map on this Site tool allows you to reposition the map with this Site centered.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

=== Fields ===

Center - This displays the latitude and longitude co-ordinates at the center of the map currently visible.

Latitude - The latitude is how many degrees north (positive value) or south (negative value) of the equator the Site is.

Longitude - The longitude is how many degrees east (negative value) or west (positive value) of the Prime Meridian the Site is.

Zoom Distance - The zoom distance is the distance (in miles) across the width of the map.

== Neighbours ==
The Neighbors Page allows you to enter any Retail Establishment that exists close to this Site. This information can then be used when scheduling.

[[File:New_Site_Neighbours.JPG]]

The functions available through the buttons immediately above the Neighbors pane are:

[[File:New_add_button.JPG]]- The New button allows you to add a new Neighbor to this Site.

[[File:New_delete_button.JPG]]- The Delete button allows you to remove the highlighted Neighbor(s) from this Site.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

== Notes ==
For more information on the Notes page, [[Notes page|click here]].

== Permits ==
The Permits Page is used to enter Permit information for a Site.

[[File:New_Site_Permits.JPG]]

Tool buttons specific to the Site - Permits Page:

[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.

[[File:New_order_button.JPG]]- Order allows you to sort the list of Permits on the Site in the desired order.

[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Permits, in the event changes to the number of Permits has occurred since you visited this page.

The pane in the window shows a listing of all Permits that are assigned to this Site. The functions available through the buttons immediately above the pane are:

[[File:New_add_button.JPG]]- Add a new or select an existing Permit for this Site.

[[File:New_delete_button.JPG]]- Delete the highlighted Permit from the Site.

[[File:New_properties_button.JPG]]- Edit the information for the highlighted Permit.

In addition, while you are in the pane, you can double click on a Permit to see details about the Permit. You can also right click in the pane and select "New" to add a Permit to the Site, "Customize Current View" , "Order" or "Refresh" (see above).

For additional information on buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

The Filter check box allows you to filter the listing of Permits to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Permits applied on certain dates, expiring on certain dates, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

== Player Slots ==
Type topic text here.

== Players ==
Type topic text here.

== Reservations ==
Type topic text here.

== SAMI Circulations ==
Type topic text here.

== SAMI Devices ==
Type topic text here.

== SAMI Positions ==
Type topic text here.

== Structures ==
Type topic text here.

== User Fields ==
For more information on the User fields page, [[User fields page|click here]].

== Utility Accounts ==
The Utility Accounts Page allows you to track your Utility Accounts for this Site, including meter readings. You can also track and export your Utility Payments.

[[File:New_Site_Utility_Accounts.JPG]]

The functions available through the buttons immediately above the Utility Accounts pane are:

[[File:New_add_button.JPG]]- The New button allows you to add a new Utility Account to this Site.
[[File:New_delete_button.JPG]]- The Delete button allows you to remove the highlighted Utility Account(s) from this site.

[[File:New_properties_button.JPG]]- To modify a Utility Account, highlight it and click the Properties button. Make the appropriate changes, and click the Save ([[File:New_save_button.JPG]]) button.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

The Filter check box allows you to filter the listing of Utility Accounts to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Utility Accounts related to a particular vendor, with certain meter readings, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.

== Virtual Face ==
The Virtual faces Page allows users to specify relationships between overlapping saleable Faces on the same physical unit. For example, a bus can be sold as driver side, passenger side and tail; however the entire bus can be sold as a bus wrap as well. By using Virtual Faces, Ad Manager would be set up to show the wrap Face unavailable during a given timeframe if any of the driver, passenger or tail Faces were scheduled, and the 3 Faces would be unavailable if the bus was scheduled to be wrapped.

[[File:New_Site_Virtual_faces.JPG]]

Within each pane there are 2 buttons related to activity in that pane.

[[File:New_add_button.JPG]]- The New button allows you to add a new Virtual Face relationship between the selected Face and another.

[[File:New_delete_button.JPG]]- The Delete button allows you to highlight a Face and remove its relationship to the selected Face.

[[File:New_properties_button.JPG]]- The Properties button allows you to open the highlighted Face.

For additional information on the buttons that appear at the top of the window, [[Buttons#Site|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Site Tools Menu|click here]].

The top pane on the screen allows you to select the Face you wish to work with. Once selected, Ad Manager will display any existing Face relationships in the four panes below it.

=== Fields ===

Each of the lower panes shows a listing of Faces that have a particular relationship with the selected Face.

Doesn't overlap with - This is the default setting for all Faces on a Site. If a Face is listed in this pane, there is no relationship set between it and the highlighted Face in the top of the screen.

Is enclosed by - If a Face is listed in this pane, the Face you are working with is entirely within its confines. For example, if you are working with a Bus Passenger Face, then the Bus Wrap Face would be listed in the "Is enclosed by" pane.

Encloses - If a Face is listed in this pane, the Face you are working with completely covers that Face. For example, if you are working with a Bus Wrap, the Driver, Tail and Passenger Faces would be listed in the "Encloses" pane.

Overlaps with - If a Face is listed in this pane, the Face you are working with is partially affected by that Face. For example, a structure that is sold by the square foot can have several different combinations that overlap.

If a lock appears next to an item, it indicates that based on other relationships set up, this particular Face has to appear in this pane.

For more information on using Virtual Faces, [[FAQ and General Info#Planning Your Virtual Faces|click here]].

If you wish to establish a relationship between Faces, select a Face to work with from the top of the screen. Find one of the Faces you wish to establish a relationship with in the "Doesn't overlap with" pane. Click and drag the Face from the "Doesn't overlap with" pane into the appropriate Virtual Face relationship pane. When you release the mouse button, Ad Manager will create that relationship.

File:New Site Details.JPG

2018-01-31T18:02:57Z

John.devonshire: John.devonshire uploaded a new version of "File:New Site Details.JPG"

Main Page

2018-01-31T16:24:48Z

John.devonshire: /* Financial */

== Release Notes ==

#[[Ad Manager Release Notes]]
#[[Billposter App Release Notes]]
#[[SmartLink Release Notes]]

== Ad Manager Documentation ==

=== General ===

# [[General]]
# [[Installing Ad Manager]]
# [[Security roles]]
# [[Upgrading Ad Manager|Steps to Upgrade your Version of Ad Manager]]
# [[FAQ and General Info]]
# [[Buttons]]
# [[Glossary]]
# [http://wiki.d2dcm.com/index.php/Ad_Manager_Minimum_Specifications Minimum Specifications]

=== How To ===

# [[Charting How To]]
# [[Contract How To]]
# [[Design How To]]
# [[Filtering and Archiving How To]]
# [[Location How To]]
# [[Posting How To]]
# [[XML Mapping Export Tool]]
# [[Using the Check Playlists Tool]]
# [[Using the Custom Rate Option]]
# [[Using the Photo Tools in Ad Manager]]

=== Leases ===

# [[Leases]]
# [[Lease payment schedules]]
# [[Lease payment|Lease Payments]]

=== Inventory ===

# [[Site]]
# [[Face]]
# [[Players]] Digital(1)
# [[Players Digital(2)]]
# [[Output]] Digital(2)
# [[Location]]

=== Contracts ===

# [[Contract]]
# [[Subcontract (Static)]]
# [[Design]]

=== Financial ===

# [[Financial|Financial Overview]]
# [[Bill definition|Bill Definitions]]
# [[Invoice|Invoices]]
# [[Allocations| Bill Allocations]] (version 5.7.1 and earlier)
# [[Bill Allocations]] (version 5.7.2 and later)
# [[Lease payment schedules]]
# [[Lease payment|Lease Payments]]
# [[Percentage_Lease_Payments]]
# [[Utility Payments]]

=== Digital Media (1) ===

# [[Slot_Structure|Setting up Slot Structures]]
# [[Slot_Structure_assignments| Slot Structure Assignment]]
# [[Players]]
# [[Rate_schedules_(digital)|Rate Schedules]]
# [[Rate_cards_(digital)|Rate Cards]]
# [[Special_rates_(digital)|Special Rates]]
# [[Subcontract_(Digital)|Subcontracts]]
# [[Using_the_Custom_Rate_Option|Using Custom Rates on a Subcontract]]

=== Digital Media (2) ===

# [[Digital_media_module|Set up and Configuration]]
# [[How_To_Set_Up_Publishing_To_Content_Manager|Setting up Publishing to Content Manager]]
# [[Digital_Media_Definitions|Digital (2) Definitions]]
# [[Landlords|Landlords]]
# [[Managing_Time_Triggers|Setting up and Managing Triggers]]
# [[Subcontracts_(Digital_2)|Subcontracts]]
# [[Scheduling_(Digital_2)|Scheduling]]
# [[Media_(Digital_2)|Media]]
# [[Reservations (Digital 2)| Reservations]]
# [[Digital_Open_Space|Viewing Digital Open Space]]

=== Maintenance ===

# [[Maintenance]]
# [[Incidents]]
# [[Maintenance jobs]]
# [[Structures]]
# [[Task schedules]]
# [[Tasks]]
# [[Work orders]]

=== Mapping ===

# [[Mapping]]

=== Other ===

# [[Agencies]]
# [[Billposter]]
# [[Lessors]]
# [[Multimedia]]
# [[Permits]]
# [[Utility accounts]]
# [[Utility companies]]
# [[Sales History]]
# [[TAB OOH Ratings Module]]

=== Reports ===
# [[Reports]]
# [[Customizing a Report]]
# [[Ad Manager Report Library]]

=== System Administration ===
# [[Changing the owner of work space items in Ad Manager|Changing the owner of work space items]]

=== Web Ad Manager ===

# [[Web Ad Manager Minimum Specifications]]
# [[How to Configure a Web Ad Manager Server]]
# [[Setup Online PDF Reporting]]
# [[Web Ad Manager Branding|Branding]]

=== Billposter App ===

# [[Billposter App]]
# [[Setting_up_Web_access|Setting Up Web Roles]]
# [[Configuring_Billposter_App_in_Ad_Manager|Setting up Billposter Accounts in Ad Manager]]
# [[Setting_up_Billposter_App|How to Install and set up the Billposter App]]
# [[Billposter_App_Settings|Configuring the Billposter App]]
# [[Using_Billposter_App|Using the Billposter App]]

=== SmartLink ===

# [[SmartLink]]

== Dot2Dot Communications ==

[[Dot2DotCommunications:About|About Dot2Dot Communications]]

Main Page

2018-01-31T16:24:32Z

John.devonshire: /* Financial */

== Release Notes ==

#[[Ad Manager Release Notes]]
#[[Billposter App Release Notes]]
#[[SmartLink Release Notes]]

== Ad Manager Documentation ==

=== General ===

# [[General]]
# [[Installing Ad Manager]]
# [[Security roles]]
# [[Upgrading Ad Manager|Steps to Upgrade your Version of Ad Manager]]
# [[FAQ and General Info]]
# [[Buttons]]
# [[Glossary]]
# [http://wiki.d2dcm.com/index.php/Ad_Manager_Minimum_Specifications Minimum Specifications]

=== How To ===

# [[Charting How To]]
# [[Contract How To]]
# [[Design How To]]
# [[Filtering and Archiving How To]]
# [[Location How To]]
# [[Posting How To]]
# [[XML Mapping Export Tool]]
# [[Using the Check Playlists Tool]]
# [[Using the Custom Rate Option]]
# [[Using the Photo Tools in Ad Manager]]

=== Leases ===

# [[Leases]]
# [[Lease payment schedules]]
# [[Lease payment|Lease Payments]]

=== Inventory ===

# [[Site]]
# [[Face]]
# [[Players]] Digital(1)
# [[Players Digital(2)]]
# [[Output]] Digital(2)
# [[Location]]

=== Contracts ===

# [[Contract]]
# [[Subcontract (Static)]]
# [[Design]]

=== Financial ===

# [[Financial|Financial Overview]]
# [[Bill definition|Bill Definitions]]
# [[Invoice|Invoices]]
# [[Allocations| Bill Allocations]] (version 5.7.1 and earlier)
# [[Bill Allocations]] (version 5.7.2 and later)
# [[Lease payment schedules]]
# [[Lease payment|Lease Payments]]
# [[Utility Payments]]
# [[Percentage_Lease_Payments]]

=== Digital Media (1) ===

# [[Slot_Structure|Setting up Slot Structures]]
# [[Slot_Structure_assignments| Slot Structure Assignment]]
# [[Players]]
# [[Rate_schedules_(digital)|Rate Schedules]]
# [[Rate_cards_(digital)|Rate Cards]]
# [[Special_rates_(digital)|Special Rates]]
# [[Subcontract_(Digital)|Subcontracts]]
# [[Using_the_Custom_Rate_Option|Using Custom Rates on a Subcontract]]

=== Digital Media (2) ===

# [[Digital_media_module|Set up and Configuration]]
# [[How_To_Set_Up_Publishing_To_Content_Manager|Setting up Publishing to Content Manager]]
# [[Digital_Media_Definitions|Digital (2) Definitions]]
# [[Landlords|Landlords]]
# [[Managing_Time_Triggers|Setting up and Managing Triggers]]
# [[Subcontracts_(Digital_2)|Subcontracts]]
# [[Scheduling_(Digital_2)|Scheduling]]
# [[Media_(Digital_2)|Media]]
# [[Reservations (Digital 2)| Reservations]]
# [[Digital_Open_Space|Viewing Digital Open Space]]

=== Maintenance ===

# [[Maintenance]]
# [[Incidents]]
# [[Maintenance jobs]]
# [[Structures]]
# [[Task schedules]]
# [[Tasks]]
# [[Work orders]]

=== Mapping ===

# [[Mapping]]

=== Other ===

# [[Agencies]]
# [[Billposter]]
# [[Lessors]]
# [[Multimedia]]
# [[Permits]]
# [[Utility accounts]]
# [[Utility companies]]
# [[Sales History]]
# [[TAB OOH Ratings Module]]

=== Reports ===
# [[Reports]]
# [[Customizing a Report]]
# [[Ad Manager Report Library]]

=== System Administration ===
# [[Changing the owner of work space items in Ad Manager|Changing the owner of work space items]]

=== Web Ad Manager ===

# [[Web Ad Manager Minimum Specifications]]
# [[How to Configure a Web Ad Manager Server]]
# [[Setup Online PDF Reporting]]
# [[Web Ad Manager Branding|Branding]]

=== Billposter App ===

# [[Billposter App]]
# [[Setting_up_Web_access|Setting Up Web Roles]]
# [[Configuring_Billposter_App_in_Ad_Manager|Setting up Billposter Accounts in Ad Manager]]
# [[Setting_up_Billposter_App|How to Install and set up the Billposter App]]
# [[Billposter_App_Settings|Configuring the Billposter App]]
# [[Using_Billposter_App|Using the Billposter App]]

=== SmartLink ===

# [[SmartLink]]

== Dot2Dot Communications ==

[[Dot2DotCommunications:About|About Dot2Dot Communications]]