Bill Allocations - Revision history

Pat.wilkin at 14:24, 22 June 2017

2017-06-22T14:24:57Z

2014-10-09T18:46:22Z

‎Finding Unallocated Revenue

2014-10-09T18:45:31Z

‎Finding Unallocated Revenue

2014-09-21T13:32:31Z

2014-09-21T12:54:10Z

2014-09-20T13:48:21Z

‎Reviewing Bills

2014-09-20T13:47:37Z

2014-09-19T18:17:30Z

‎Allocating a Bill

2014-09-19T18:16:38Z

‎Allocating a Bill

2014-09-19T15:08:42Z

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 [[File:Notfullyallocated.JPG]]
-NOTE:  If users add '''and''' remove either a Posting or Reservation to the Subcontract's scheduling, it will display that the Allocation is not OK.  However, if '''all monies have been allocated''', and a new Posting or Reservation is added without one or more being removed, the Allocation will display as still being OK.  It is the users responsibility to reallocate the monies in this situation because Ad Manager considers all of the monies as being already allocated.
+NOTE:  If users add '''and''' remove either a Posting or Reservation to the Subcontract's scheduling, it will display that the Allocation is not OK.  However, if '''all monies have been allocated''', and a new Posting or Reservation is added without one or more being removed, the Allocation will display as still being OK.  It is the users responsibility to reallocate the monies in this situation because Ad Manager considers all of the monies as being already allocated.  This is especially important to know when scheduling design changes for static Postings as the new Postings will need to be added to the Allocation and the monies re-allocated.
 ==Viewing Bill Allocations==

@@ Line 143: / Line 143: @@
 [[File:Notfullyallocated.JPG]]
-NOTE:  If users add '''and''' remove either a Posting or Reservation to the Subcontract's scheduling, it will display that the Allocation is not OK.  However, if '''all monies have been allocated''', and a new Posting or Reservation is added without one or more being removed, the Allocation will display as being OK.  It is the users responsibility to reallocate the monies in this situation because Ad Manager considers all of the monies as being already allocated.
+NOTE:  If users add '''and''' remove either a Posting or Reservation to the Subcontract's scheduling, it will display that the Allocation is not OK.  However, if '''all monies have been allocated''', and a new Posting or Reservation is added without one or more being removed, the Allocation will display as still being OK.  It is the users responsibility to reallocate the monies in this situation because Ad Manager considers all of the monies as being already allocated.
 ==Viewing Bill Allocations==

← Older revision		Revision as of 18:45, 9 October 2014
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	[[File:Notfullyallocated.JPG]]		[[File:Notfullyallocated.JPG]]
		+
		+	NOTE: If users add '''and''' remove either a Posting or Reservation to the Subcontract's scheduling, it will display that the Allocation is not OK. However, if '''all monies have been allocated''', and a new Posting or Reservation is added without one or more being removed, the Allocation will display as being OK. It is the users responsibility to reallocate the monies in this situation because Ad Manager considers all of the monies as being already allocated.

	==Viewing Bill Allocations==		==Viewing Bill Allocations==

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 [[File:StaticAllocationFaces.JPG]]
 ===Digital Media Allocation===
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 [[File:DigitalAllocationLocations.JPG]]
 ===Allocating the Entire Bill===

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 [[File:Notfullyallocated.JPG]]
 ==Viewing Allocated Revenue==
 Ad Manager has a utility that allows you to easily view your allocated revenue.  For information on this tool, [[Viewing_allocated_revenue|click here]].

@@ Line 126: / Line 126: @@
 Continue to create the Allocation Amounts, as necessary, until all revenue has been assigned to an Amount. The Gross and Net Amount fields will automatically populate with the unallocated amounts when you create new Allocation Amounts.
-==Reviewing Bills==
+==Finding Unallocated Revenue==
 If you wish to see which Bills have (or have not) been fully allocated, go to the Bills Finder, and make the appropriate selection.

← Older revision		Revision as of 13:47, 20 September 2014
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	[[File:Notfullyallocated.JPG]]		[[File:Notfullyallocated.JPG]]
		+
		+	==Viewing Allocated Revenue==
		+
		+	Ad Manager has a utility that allows you to easily view your allocated revenue. For information on this tool, [[Viewing_allocated_revenue\|click here]].

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 You will be able to select whether you wish to add a static media allocation or a digital media allocation.
-Identify the Name of this Amount (e.g. Total Allocation, January Amount, Poster Amount, etc); enter the Gross and Net dollars, select the Method to use to allocate the dollars, and if this amount applies to a period of time. To use Posted/Covered dates instead of Scheduled dates to complete the calculation, uncheck the box. If desired, specify the number of decimal places that to round to by entering a value in Precision (the default is "2", down to the penny).
+Identify the Name of this Amount (e.g. Total Allocation, January Amount, Poster Amount, etc); enter the Gross and Net dollars, select the Method to use to allocate the dollars, and if this amount applies to a period of time. To use Posted/Covered dates instead of Scheduled dates to complete the calculation, uncheck the box. If desired, specify the number of decimal places to round to by entering a value in Precision (the default is "2", down to the penny).
 Once you have completed the criteria for this Allocation Amount, click Save.

← Older revision		Revision as of 15:08, 19 September 2014
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−	'''This section identifies how to allocate a bill in Ad Manager, version 5.7.2 or later. For information on allocating invoices in earlier versions, see the [[~~Financial#Allocating_Revenue~~]] section.'''	+	'''This section identifies how to allocate a bill in Ad Manager, version 5.7.2 or later. For information on allocating invoices in earlier versions, see the [[Allocations]] section.'''

	==Set Up==		==Set Up==