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Defining Advertising Organization Unit Settings

Paige Freeman
  • Updated

The first thing that needs to be done when implementing the Advertising subsystem is to set up your organization unit’s settings related to Advertising. All of the advertising product types are listed with predefined defaults you can change to reflect your organization’s business rules. When a new advertising product is created, the system automatically sets the flags to the values defined here based on the product type of the advertising product.

Organization unit settings consists of two parts: Advertising Parameters and Advertising Product Types. 

Advertising Parameters

To set up your organization unit’s advertising parameters:

  1. From Organization Unit Settings, select Advertising Product Types and Parameters from the Advertising Setup card.
  2. The Advertising Product Types and Parameters page displays, as shown below.
  3. Select the edit pencil at the top of the page to modify the Advertising parameters.
    The Edit Advertising Parameter page displays, as shown below.
  4. Enter the Default Agency Discount Percent.
    This is the agency discount percent that defaults for all product rate codes defined for all advertising products. The default agency discount percent can be changed at the rate code level.
  5. Select Save to save your changes and return to the previous page.

Advertising Product Types

To set up your organization unit’s advertising product types:

  1. From Organization Unit Settings, select Advertising Product Types and Parameters from the Advertising Setup card.
  2. The Advertising Product Types and Parameters page displays, as shown below.
  3. Select the edit pencil next to the product type you wish to edit.
    The Edit Defaults for Product Type page displays, as shown below.
  4. Set the toggles that apply:

    1. Print Ad

    2. Web Ad

    3. Use Rate Card Schedule

    4. Default Require Contract

    5. Default Fulfill Frequency

    6. Include in Percentage Surcharge Fee Calculation

    7. Eligible for Sales Commission

    8. Eligible For Agency Commission

    9. Renewable

    10. Include in Page Plan

    11. Include In Display Ad Page Count

  5. Select Save to save your changes and return to the previous page.
Screen Element Description
Defaults for Advertising Product Types
Print Ad Toggle. The Print Ad toggle determines whether the product type default is print.
Web Ad Toggle. The Web Ad toggle determines whether the product type default is Web.
Use Rate Card Schedule Toggle. This toggle identifies the advertising product type codes of advertising products for which advertising rate card schedule detail records should be automatically created by the system. When an advertising product is created with the product type code associated with the App_Org_Unit_Adv_Prod_Type_Defaults, the value in this field defaults into the Adv_Product USE_ADV_SCHEDULE_FLAG.
Contract-Related Defaults
Default Require Contract Toggle. If set to YES, all products with this product type default to “Requires Contract.” This can be changed, however, during product creation.
Default Fulfill Frequency Toggle. If set to YES, all products with this product type apply towards the purchasing customer’s frequency commitment by default. This can be changed, however, during product creation.
Insertion Order-Related Defaults
Include in Percentage Surcharge Fee Calculation Toggle. When a new advertising product is created with the same product type code as this record, the Include In Percent Fee flag is set to the value defined for this field. Some types of advertising fees are not flat fees, rather they are based on a percentage of other fees in the insertion order. For example, a color surcharge might be a percentage of the display’s advertisement cost.
Eligible for Sales Commission Toggle. If set to YES, products sold with this product type are eligible for a sales commission. Typically, display advertisements are eligible for commission, but surcharge fees and classified advertisement fees are not.
Eligible For Agency Commission Toggle. If set to YES, products sold with this product type are eligible for an agency commission.
Renewable Toggle. If set to YES, products with this product type are eligible to be renewed if their Available Thru date has passed.
Product-Related Defaults
Include in Page Plan Toggle. When a new advertising product is created with the same product type code as this record, the Include In Page Plan flag is set to the value defined for this field. The page plan is a report that lists all insertion orders flagged to be included in the page plan. The report is used to assign advertisements to page numbers and positions on the page.
Include In Display Ad Page Count Toggle. If set to YES, products with this product type will be included in the display ad page count.