Difference between revisions of "Leases"
(Created page with "Page for Leases. ---- == Attachments == The Attachments Page is where documents can be stored for the Lease. You can create a document library showing different files or doc...") |
|||
| Line 1: | Line 1: | ||
Page for Leases. | Page for Leases. | ||
| − | |||
== Attachments == | == Attachments == | ||
| Line 10: | Line 9: | ||
The functions available through the buttons immediately above the Attachments pane are: | The functions available through the buttons immediately above the Attachments pane are: | ||
| − | + | - Add a new item for this Lease. A window will appear where you can select the desired file. | |
| − | + | - Delete an item from this Lease. Highlight the item, and click the Delete button. | |
| − | + | - Open the document or File item. Highlight the item and click the properties button. | |
| − | + | - 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, click here. For information on the menu items that appear under the Tools menu, click here. | For additional 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, click here. | ||
| − | |||
== Contacts == | == Contacts == | ||
| Line 29: | Line 27: | ||
Tool buttons specific to the Contacts Page: | Tool buttons specific to the Contacts Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the list of Contacts on the Lease in the desired order. | |
| − | + | - 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: | 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: | ||
| − | + | - 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 >. | |
| − | + | - Delete the highlighted Contact from the Lease. | |
| − | + | - Edit the information for the highlighted Contact. | |
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | ||
| Line 47: | Line 45: | ||
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. | 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 == | == Details == | ||
| Line 60: | Line 57: | ||
| − | Fields | + | === 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. | 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. | ||
| Line 76: | Line 73: | ||
Renew On: This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease. | Renew On: This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease. | ||
| − | |||
== Faces == | == Faces == | ||
| Line 85: | Line 81: | ||
Tool buttons specific to the Faces Page: | Tool buttons specific to the Faces Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the list of Faces on the Lease in the desired order. | |
| − | + | - 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. | |
| − | + | - 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: | 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: | ||
| − | + | - Delete the highlighted Face from the Lease. | |
| − | + | - Edit the information for the highlighted Face. | |
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | ||
| Line 105: | Line 101: | ||
| − | Right Click | + | === Right Click === |
- 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). | - 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). | ||
| Line 121: | Line 117: | ||
Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record. | Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record. | ||
| − | |||
== Lessors == | == Lessors == | ||
| Line 130: | Line 125: | ||
Tool buttons specific to the Lessors Page: | Tool buttons specific to the Lessors Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the list of Lessors on the Lease in the desired order. | |
| − | + | - 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: | 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: | ||
| − | + | - 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 >. | |
| − | + | - Delete the highlighted Lessor from the Lease. | |
| − | + | - Edit the information for the highlighted Lessor. | |
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here. | ||
| Line 148: | Line 143: | ||
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. | 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. | ||
| − | |||
== Notes == | == Notes == | ||
| Line 159: | Line 153: | ||
If you wish to enter a general note for the Lease, click in the Notes pane and type the appropriate information. | If you wish to enter a general note for the Lease, click in the Notes pane and type the appropriate information. | ||
| − | |||
== Payment Schedules == | == Payment Schedules == | ||
| Line 168: | Line 161: | ||
Tool buttons found at the top of the Lease - Details screen when you are on the Payment Schedules Page: | Tool buttons found at the top of the Lease - Details screen when you are on the Payment Schedules Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the Payment Schedules in the desired order. | |
| − | + | - 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. | |
| − | + | - 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. | |
| Line 180: | Line 173: | ||
The functions available through the buttons immediately above the Payment Schedules pane are: | The functions available through the buttons immediately above the Payment Schedules pane are: | ||
| − | + | - 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. | |
| − | + | - Delete the highlighted Payment Schedule from this Lease. Highlight the item and click the Delete button. | |
| − | + | - Opens the Lease Payment Schedule - Details window to allow you to review or change any information related to the Lease Payment. | |
| − | Right Click | + | === Right Click === |
| − | + | - 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. | |
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. | 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. | ||
| Line 204: | Line 197: | ||
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. | 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 == | == Payment Summary == | ||
| Line 213: | Line 205: | ||
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, click here. | 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, click here. | ||
| − | |||
== Payments == | == Payments == | ||
| Line 222: | Line 213: | ||
Tool buttons found at the top of the Lease - Details screen when you are on the Payments Page: | Tool buttons found at the top of the Lease - Details screen when you are on the Payments Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the Payments in the desired order. | |
| − | + | - The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page. | |
| − | + | - 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. | |
| Line 234: | Line 225: | ||
The functions available through the buttons immediately above the Payments pane are: | The functions available through the buttons immediately above the Payments pane are: | ||
| − | + | - 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. | |
| − | + | - Delete the highlighted Payment from this Lease. Highlight the item and click the Delete button. | |
| − | + | - Opens the Payment - Details window to allow you to review or change any information related to the payment. | |
| − | Right Click | + | === Right Click === |
| − | + | - 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. | |
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. | 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. | ||
| Line 262: | Line 253: | ||
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. | 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. | ||
| − | |||
== Posting Schedules == | == Posting Schedules == | ||
| Line 271: | Line 261: | ||
Tool buttons found on the top of the screen when you are the Posting Schedules Page: | Tool buttons found on the top of the screen when you are the Posting Schedules Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - The Order button allows you to sort the activities in the desired order. | |
| − | + | - 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: | The functions available through the buttons immediately above the Posting Schedules pane are: | ||
| Line 281: | Line 271: | ||
- Allows you to delete a scheduled item. When you delete scheduling from this page, Ad Manager automatically updates your Subcontract charting information for you. | - Allows you to delete a scheduled item. When you delete scheduling from this page, Ad Manager automatically updates your Subcontract charting information for you. | ||
| − | + | - 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, click here. For information on the menu items that appear under the Tools menu, click here. | For additional 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, click here. | ||
| Line 289: | Line 279: | ||
| − | Right Click | + | === Right Click === |
- 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). | - 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). | ||
| Line 307: | Line 297: | ||
Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted schedule. | Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted schedule. | ||
| − | |||
== Sites == | == Sites == | ||
| Line 316: | Line 305: | ||
Tool buttons specific to the Sites Page: | Tool buttons specific to the Sites Page: | ||
| − | + | - Customize Current View allows you to select the columns to display and the order to display them in. | |
| − | + | - Order allows you to sort the list of Sites on the Lease in the desired order. | |
| − | + | - 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. | |
| − | + | - The Update button allows you to highlight multiple Sites and apply the same properties to them. | |
| − | + | - 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: | 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: | ||
| − | + | - Add a new Site to the Lease. | |
| − | + | - Delete the highlighted Site from the Lease. | |
| − | + | - 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). | 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). | ||
| Line 342: | Line 331: | ||
| − | Right Click | + | === Right Click === |
- 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). | - 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). | ||
| Line 358: | Line 347: | ||
Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Sites. | Update - The Update menu item allows you to to modify a property (or properties) for one or more highlighted Sites. | ||
| − | |||
== User Fields == | == User Fields == | ||
| Line 367: | Line 355: | ||
The functions available through the buttons immediately above the User Fields pane are: | The functions available through the buttons immediately above the User Fields pane are: | ||
| − | + | - The New button allows you to create a new User field. When a User field is created, Ad Manager creates it for every Lease. | |
| − | + | - The Delete button allows you to delete the highlighted User field. When a user field is deleted, it is deleted from every Lease. | |
| − | + | - 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 Lease. | |
For additional 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, click here. | For additional 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, 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 Lease, only those items that relate to this Lease should be filled in. | 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 Lease, only those items that relate to this Lease should be filled in. | ||
| − | |||
| − | |||
Revision as of 14:40, 9 July 2013
Page for Leases.
Contents |
Attachments
The Attachments Page is where documents can be stored for the Lease. You can create a document library showing different files or documents, of any file type (TXT, DOC, XLS, PDF), with each Lease. Electronic copies of any correspondence and the Lease itself are a couple of examples of what can be saved here. The Attachments Page will only be visible to those who have the Multimedia module.
The functions available through the buttons immediately above the Attachments pane are:
- Add a new item for this Lease. A window will appear where you can select the desired file.
- Delete an item from this Lease. Highlight the item, and click the Delete button.
- Open the document or File item. Highlight the item and click the properties button.
- 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, click here. For information on the menu items that appear under the Tools menu, click here.
Contacts
The Contacts Page is used to enter information referring to all Contact people for a Lease.
Tool buttons specific to the Contacts Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the list of Contacts on the Lease in the desired order.
- 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:
- 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 >.
- Delete the highlighted Contact from the Lease.
- Edit the information for the highlighted Contact.
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the 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
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.
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, click here.
Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the 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
The Faces Page lists all Faces that have been attached to the Lease.
Tool buttons specific to the Faces Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the list of Faces on the Lease in the desired order.
- 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.
- 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:
- Delete the highlighted Face from the Lease.
- Edit the information for the highlighted Face.
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the 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 Click
- 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).
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
The Lessors Page is used to enter Lessor/Payee information for a Lease.
Tool buttons specific to the Lessors Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the list of Lessors on the Lease in the desired order.
- 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:
- 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 >.
- Delete the highlighted Lessor from the Lease.
- Edit the information for the highlighted Lessor.
For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the 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.
Notes
The Notes Page allows you to store general notes about the Lease. This page can be used by Lease Representatives to record contact notes anytime they make a call or visit the landlord, so they will have a detailed history of the Lease and what has happened.
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, click here.
If you wish to enter a general note for the Lease, click in the Notes pane and type the appropriate information.
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. You are required to have the Financial Module in order to use this page.
Tool buttons found at the top of the Lease - Details screen when you are on the Payment Schedules Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the Payment Schedules in the desired order.
- 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.
- 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:
- 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.
- Delete the highlighted Payment Schedule from this Lease. Highlight the item and click the Delete button.
- Opens the Lease Payment Schedule - Details window to allow you to review or change any information related to the Lease Payment.
Right Click
- 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.
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, click here. For information on the menu items that appear under the 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
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. You are required to have the Financial Module in order to use this page.
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, click here.
Payments
The Payments Page provides a listing of all payments that have been scheduled to be payed for this Lease. You are required to have the Financial Module in order to use this page.
Tool buttons found at the top of the Lease - Details screen when you are on the Payments Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the Payments in the desired order.
- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
- 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:
- 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.
- Delete the highlighted Payment from this Lease. Highlight the item and click the Delete button.
- Opens the Payment - Details window to allow you to review or change any information related to the payment.
Right Click
- 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.
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, click here. For information on the menu items that appear under the 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.
Posting Schedules
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.
Tool buttons found on the top of the screen when you are the Posting Schedules Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- The Order button allows you to sort the activities in the desired order.
- 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:
- Allows you to delete a scheduled item. When you delete scheduling from this page, Ad Manager automatically updates your Subcontract charting information for you.
- 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, click here. For information on the menu items that appear under the 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 Click
- 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).
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.
Sites
The Sites Page lists all Sites that have been attached to the Lease.
Tool buttons specific to the Sites Page:
- Customize Current View allows you to select the columns to display and the order to display them in.
- Order allows you to sort the list of Sites on the Lease in the desired order.
- 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.
- The Update button allows you to highlight multiple Sites and apply the same properties to them.
- 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:
- Add a new Site to the Lease.
- Delete the highlighted Site from the Lease.
- 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, click here. For information on the menu items that appear under the 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 Click
- 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).
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
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. These fields in turn become searchable criteria in your Lease query and can be added to a customized view of a Lease listing.
The functions available through the buttons immediately above the User Fields pane are:
- The New button allows you to create a new User field. When a User field is created, Ad Manager creates it for every Lease.
- The Delete button allows you to delete the highlighted User field. When a user field is deleted, it is deleted from every Lease.
- 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 Lease.
For additional 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, 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 Lease, only those items that relate to this Lease should be filled in.
