Contract - Revision history

John.devonshire: /* Fields */

2017-02-05T15:20:21Z

‎Fields

Alex.tso at 13:57, 14 August 2013

2013-08-14T13:57:53Z

Alex.tso: /* User Fields */

2013-08-12T18:52:51Z

‎User Fields

Alex.tso: /* Notes */

2013-08-12T17:59:25Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:20:05Z

‎Notes

Alex.tso: /* Attachments */

2013-08-12T17:19:47Z

‎Attachments

Alex.tso: /* Attachments */

2013-08-12T17:19:31Z

‎Attachments

John.devonshire at 01:02, 10 August 2013

2013-08-10T01:02:28Z

Administrator at 00:42, 5 August 2013

2013-08-05T00:42:59Z

Administrator: /* Posting Tasks */

2013-07-25T20:37:00Z

‎Posting Tasks

@@ Line 79: / Line 79: @@
 Advertiser: This is the name of the Advertiser (Client). Since Ad Manager allows you to specify the brand at the Subcontract level, it is recommended the Advertiser's name go here.
-Agencies: This is where any Agencies that are associated with this Contract can be added. In Ad Manager, the Agency is the "Bill To" field. Therefore, if you are dealing directly with the Advertiser and not going through an Agency, the Advertiser should be entered here as the Agency. To add an Agency to the Contract, select the New ([[File:New_add_button.JPG]]) button and choose the desired Agency. If the Agency is not listed, you can add one by clicking on <NEW> at the top of the pulldown list. For information on how to enter Agencies, [[Agencies|click here]].
+Agencies: This is where any Agencies that are associated with this Contract can be added. In Ad Manager, the Agency is the "Bill To" field. Therefore, if you are dealing directly with the Advertiser and not going through an Agency, the Advertiser should be entered here as the Agency. To add an Agency to the Contract, select the New ([[File:New_add_button.JPG]]) button and choose the desired Agency. If the Agency is not listed, you can add one by clicking on <NEW> at the top of the pulldown list. For information on how to enter Agencies, [[Agencies|click here]].  You can mark an Agency as being the "Primary Agency" so that it can appear on customized views and reports for this contract.
 Created on/by: These two field show you when this Contract was created and who created it.

@@ Line 79: / Line 79: @@
 Advertiser: This is the name of the Advertiser (Client). Since Ad Manager allows you to specify the brand at the Subcontract level, it is recommended the Advertiser's name go here.
-Agencies: This is where any Agencies that are associated with this Contract can be added. In Ad Manager, the Agency is the "Bill To" field. Therefore, if you are dealing directly with the Advertiser and not going through an Agency, the Advertiser should be entered here as the Agency. To add an Agency to the Contract, select the New ([[File:New_add_button.JPG]]) button and choose the desired Agency. If the Agency is not listed, you can add one by clicking on <NEW> at the top of the pulldown list. For information on how to enter Agencies, [[Agency|click here]].
+Agencies: This is where any Agencies that are associated with this Contract can be added. In Ad Manager, the Agency is the "Bill To" field. Therefore, if you are dealing directly with the Advertiser and not going through an Agency, the Advertiser should be entered here as the Agency. To add an Agency to the Contract, select the New ([[File:New_add_button.JPG]]) button and choose the desired Agency. If the Agency is not listed, you can add one by clicking on <NEW> at the top of the pulldown list. For information on how to enter Agencies, [[Agencies|click here]].
 Created on/by: These two field show you when this Contract was created and who created it.

@@ Line 331: / Line 331: @@
 == User Fields ==
-Ad Manager allows users to create their own fields to store information for use throughout the program. These User fields can be filtered on when doing a find.
+For more information on the User fields page, [[User fields page|click here]].
-−
-[[File:New_Contract_Userfields.JPG]]
-−
-The functions available through the buttons immediately above the User Fields pane are:
-−
-[[File:New_add_button.JPG]]- The New button allows you to create a new User field. When a User field is created, Ad Manager creates it for every Contract.
-−
-[[File:New_delete_button.JPG]]- The Delete button allows you to delete the highlighted User field. When a User field is deleted, it is deleted for every Contract.
-−
-[[File:New_properties_button.JPG]]- Clicking the Properties button will allow you to change the name of the highlighted User field. When the name of a User field is changed, it is changed for every Contract.
-−
-For additional information on the buttons that appear at the top of the window, [[Buttons#Contract|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Contract Tools Menu|click here]].
-−
-To change the value assigned to a User field, double click the User field to edit, and type the new value in. Press the Enter key on your keyboard to save your change. Every User field does not need to be filled in for a contract, only those items that relate to this Contract.
 == Contract Value ==

@@ Line 164: / Line 164: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]].
+For more information on the Notes page, [[Notes page|click here]].
 == Posting Schedules ==

@@ Line 164: / Line 164: @@
 == Notes ==
-The Notes Page allows you to store notes for use on Posting Cards/Instructions, along with general notes about the Contract.
+For more information on the Notes page, [[Notes|click here]].
-−
-[[File:New_Contracts_Notes.JPG]]
-−
-For information on the buttons that appear at the top of the window, [[Buttons#Contract|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Contract Tools Menu|click here]].
-−
-To enter a note to appear on Posting Cards/Instructions, click in the Posting card note pane and type the note you wish to have appear.
-−
-If you wish to enter a general note for the Contract (this note will not appear on Posting Cards/Instructions), click in the Notes pane and type the appropriate information.
 == Posting Schedules ==

@@ Line 1: / Line 1: @@
 == Attachments ==
-For more information on the Attachments page, [[Attachments|click here]]
+For more information on the Attachments page, [[Attachments page|click here]]
 == Bills ==

@@ Line 1: / Line 1: @@
 == Attachments ==
-The Attachments Page is where documents can be stored pertaining to the Contract. You can create a document library showing different files or documents, of any file type (TXT, DOC, XLS, PDF), with each Contract. Signed Contracts and Proposals are a couple of examples of what can be saved here.
+For more information on the Attachments page, [[Attachments|click here]]
-−
-[[File:New_Contract_Attachments.JPG]]
-−
-Tool buttons on the Attachments Page:
-−
-[[File:New_add_button.JPG]]- Add a new item for this Contract. A window will appear where you can select the desired file.
-−
-[[File:New_delete_button.JPG]]- Delete an item for this Contract. Highlight the item, and click the Delete button.
-−
-[[File:New_properties_button.JPG]]- Open the document or File item. Highlight the item and click the properties button.
-−
-[[File:New_save_button.JPG]]- Save the item to your computer or network drives. Highlight the item, and click on the Save As button.
-−
-For additional information on the buttons that appear at the top of the window, [[Buttons#Contract|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Contract Tools Menu|click here]].
 == Bills ==

@@ Line 1: / Line 1: @@
 == Attachments ==
@@ Line 380: / Line 378: @@
 == Versions ==
 == Web Customers ==
 Type topic text here.

@@ Line 246: / Line 246: @@
 [[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 tab.
-[[File:New_update_button.JPG]]- The Update button allows you to select one or more posting tasks and update the posting task information for them. For more information on using the Update button, see [[Subcontract#Assigned|Change or Remove Posting Information]].
+[[File:New_update_button.JPG]]- The Update button allows you to select one or more posting tasks and update the posting task information for them. For more information on using the Update button, see [[Posting How To#Change or Remove Posting Information|Change or Remove Posting Information]].
 The functions available through the buttons immediately above the Posting Tasks pane are: