Bill Allocations
Billing Allocation
Each bill in Ad Manager can be allocated so that the appropriate monies are associated with the correct time frame. Before you begin the allocation process, you can specify which postings and/or reservations are included as part of this bill definition. While not a mandatory step, it can make it easier to find the postings and/or reservations when allocating monies. To specify which items to include, go to the Applies to tab on the Bill Definition.
From here, you can specify that you wish to include postings and/or reservations from specific subcontracts. To do this, click on “Applies to Specific Subcontracts”.
In the top portion of the screen, you can select the specific markets, Brands, Subcontract Types and/or Subcontract Dates you want to include in this allocation. If you wish for this bill definition to allocate static media Subcontracts, click “Applies to static subcontracts”. If you wish to include only specific media types, select the appropriate media type. If you wish for this bill definition to allocate digital media subcontracts, click “Applies to digital subcontracts”. If you wish for this bill definition to include only specific segments, select the appropriate segment. Please note that you can include both static and digital subcontracts when using the Applies to, if appropriate.
After you have set your criteria, you can see which postings have been included, based on your selections. You can do this by clicking on the Postings tab. If the list does not include/exclude postings as appropriate, return to the Applies To tab and make the appropriate changes.
After you have set your criteria, you can see which reservations have been included, based on your selections. You can do this by clicking on the Reservations tab. If the list does not include/exclude postings as appropriate, return to the Applies To tab and make the appropriate changes.
To allocate a bill, go to the Bill Definiton – Allocation Tab and click New
You will be able to select whether you wish to add a static media allocation or a digital media allocation.
