Creating an Advertising Product – Web Client Help Center

Application Security: ProductSetup.AdvertisingProduct

ThreeSixty Web Client allows you to create new advertising products.

To create a new advertising product:

From Product Central, select Advertising from the Create a New Product section.
Alternatively, you can select Create an Advertising Product from the left navigation menu.
The Product Setup screen appears, as shown below.
Enter the Product Code.
Search for and select the parent Media Code.
Select the Product Type from the drop-down.
The Product Type you select determines what information you can edit in the Advertising Setup. Values in the drop-down are populated based on the fixed codes defined for the ADV "PRODUCT_TYPE" system type.
Select the Product Class from the drop-down. Values in the drop-down are populated based on the non-fixed codes defined for the ADV "PRODUCT_CLASS" system type.
Enter the Product Name.
The Invoice Description defaults to the same value.
Enter the Product Sub-Title.
If necessary, enter the Product Manager Email.
Select "Yes" or "No" for the Master Product option. When set to NO, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The toggle defaults to YES.
Select "Yes" or "No" for the Members Only option. When set to YES, the system allows only members to buy this product.
Select "Yes" or "No" for the Renewable option.
Select "Yes" or "No" for the Allow Price Update option. When set to YES, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen.
Select "Yes" or "No" for the Zero-Price option.
Set the toggles that apply:
1. Eligible for Sales Commission
2. Eligible for Agency Commission
3. Has Assigned Sales Rep
Select the Product Status from the drop-down. This is the status of the product. Values include Active, Cancelled, and Discontinued.
Select "Yes" or "No" for the Available to Order option. When set to YES, sets this as an active product for purchase by customers.
Select the Available From date. Defaults to the system date, but it can be overridden. The date from which the product will be available from.
The Available From date cannot be changed if orders have already been created for it.
Select the Available To date. This field is usually left blank unless there is a specific date on which registrations will close. If a date is entered, the product will not be available for orders after this date.
Select Continue.
The Advertising Setup step displays, as shown below.
From the Advertising Codes section:,
1. Select the Ad Type from the drop-down.
2. Select the Ad Size from the drop-down.
3. Select the Color/Webmedia from the drop-down.
4. Select the Premium Position from the drop-down.
From the Advertising Specific Options section:
1. The Invoice Rule Code automatically populates based on the Media Code selected. Change this if necessary.
2. If necessary, select an Associated Type from the drop-down.
3. Enter the Restricted Sale Quantity in the text box. This is used to restrict the number of times an advertising product can be sold and is primarily used for non-issue-based or non-term-based advertising media.
4. Set the toggles that apply:
  1. Requires Contract
  2. Include in Percent Surcharge Fee Calculation
  3. Percent Fee
  4. Use Advertising Rate Card Pricing
  5. Include in Page Plan
5. Enter the Report Sort Order.
Select Continue.
The Rates and Pricing step displays, as shown below.
From the Add Rate Structure and Rate Code section:
1. Select a Rate Structure from the drop-down.
2. Select a Rate Code from the drop-down.
  The Description defaults to the selected rate code, but can be changed if needed.
3. Select a Short Pay code from the drop-down.
From the Additional Options section:
1. Enter the Priority.
  This determines the order the rate codes display on the Order Entry screen. The rate code with the lowest display order displays first.
2. If necessary, enter an Agency Discount percentage.
  This is the percentage to be applied for an agency discount when creating an order for this product.
3. If necessary, enter a Sales Commission percentage.
  This is the percent of sales commission that the salesperson receives when this product is purchased within the rate structure/ rate code selected.
4. Select whether or not this is the Default Rate.
  This rate code defaults for the order when creating an order. For instance, some organizations want to show member savings, but to do that the structure and price must be known to consider the "list price". Only one rate code within a given rate structure for a product can have this checkbox selected.
5. Select whether or not this is a Web Enabled Rate.
  This indicates that the rate structure/code can be used in ThreeSixty e-Business.
6. Select whether or not this is the Default Web Rate.
  This indicates that the rate structure/code is the default rate in ThreeSixty e-Business.
7. Select Add.
  Repeat the steps above to add additional rate structures/codes.
From the Add New Price section:
1. Select the appropriate Rate defined above from the drop-down.
2. Select the Currency from the drop-down.
3. By default, the Valid From date is set to today's date, but can be changed.
4. If necessary, select a Valid Through date.
5. Enter the Price.
6. If necessary, enter the Min Price To Activate amount.
7. If necessary, enter the Max Auto Write-off amount.
8. Select whether or not you want the price to Show as Web Sale Price.
9. If set to "Yes", enter a Strikethrough Price.
10. Select whether or not you want to Show Price End Date.
11. Select Add.
  Repeat the steps above to add additional prices.
Select Continue.
The GL and Revenue Accounts step displays, as shown below.
The Begin Date defaults to today's date, but can be changed if needed.
Enter the Pay Priority.
This establishes the order by which line items on a multi-product order are paid. The lowest priority number is paid first, with zero being paid before any other.
Select a Receivable Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Writeoff Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Cancellation Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Discount Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Discount Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Agency Discount by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Deferred Agency by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Trade for Services by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
Select a Space Credit by entering at least three characters and clicking the magnifying glass search icon to display available options.
Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
From the Tax/VAT Control section, select whether or not the product is Taxable.
If you select "Yes":
1. Select the appropriate Tax Category from the drop-down.
2. Select whether or not you to want to Charge VAT tax on the product.
  If you select "Yes":
  1. Select the appropriate VAT Category and VAT Country from the drop-downs.
From the Revenue Recognition section, select the appropriate Recognition Method from the drop-down.
If you select "On Specific Date":
1. Select the appropriate Recognition Date.
Select Save GL Accounts.
From the Revenue Accounts section:
1. The Begin Date defaults to today's date, but can be changed if needed.
2. Select a Revenue Account by entering at least three characters and clicking the magnifying glass search icon to display available options.
  Alternatively, click Advanced to display a search screen will open for you to search for and select the account. Search for the account using the search fields. Once you have located the correct account in the results grid, select the row and click Select to populate that account on the GL and Revenue Accounts step.
3. Select Save Revenue Accounts.
Select Done.
The new meeting product will open within the Advertising Summary.

Screen Element	Description
Product Code	Text box. The actual Product Code used. For the main exhibition, the Product Code and Parent Product are identical. For booth and other exhibition products, the Product Code describes the actual product and cannot be the same as the Parent Product. However, the Product Code for one exhibition can be the same for another exhibition. When creating new records, the Product Code will default the Parent Product to the same code but can be changed.
Media Code	Search and text box. The parent product. The parent product is always the advertising media.
Product Name	Text box. The name of the product.
Invoice Description	Text box. Defaults to the Product Name. If your Product Name is extraordinary long, you can edit the Invoice Description to 50 characters. If the Invoice Description is longer than 50 characters, it will be cropped off the invoice.
Product Type	Drop-down. Displays the type of advertising product. For example, a print advertisement, Web advertisement, or sponsorship. Values in the drop-down are populated based on the fixed codes defined for the ADV "PRODUCT_TYPE" system type.
Product Class	Drop-down. Displays the media in which the advertising product displays. Values in the drop-down are populated based on the non-fixed codes defined for the ADV "PRODUCT_CLASS" system type.
Product Sub-Title	Text box. This is an optional field that allows you to enter in an additional description (sub-title) that can be used for reporting purposes.
Product Manager Email	Text box. The product manager's email address.
Master Product	Toggle. When set to YES, indicates this product can stand alone. When set to NO, indicates the advertising product is a surcharge. A surcharge cannot be added to an insertion order until the master advertising product has been added.
Members Only	Toggle. When set to YES, it sets that only members can buy this product. Only pertains to current active members. When a product is marked as member-only, only customers who qualify for a rate structure that has been defined for the product being purchased (on the Rates and Pricing screen) and is marked as Can Purchase Member Products (on the Rate Structure Maintenance screen) can buy the product. Therefore, if the customer only qualifies for rate structures that aren't marked as Can Purchase Member Products, then that customer will not able to buy the member-only product. Additionally, if the customer qualifies for a rate structure that IS marked as Can Purchase Member Products, but that rate structure is NOT ALSO defined on the members-only product, then that customer will not be able to buy the members-only product.
Renewable	Toggle. When set to YES, indicates that this product can be renewed.
Allow Price Update	Toggle. If this toggle is set to YES, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen. If the price of the product is $0 and this checkbox is selected, the Line Status will default to Proforma regardless of the Org Unit Line Status default. The system assumes that the price will be manually changed.
Zero Price	Toggle. When set to YES, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code. If this toggle is set to YES, the Waive Shipping toggle is set to YES and disabled on the Rates Pricing screen.
Eligible for Sales Commission	Toggle. When set to YES, indicates that this advertising product produces commission for the salesperson when it is sold. When a product rate code is defined for an advertising product where the "Eligible for Sales Commission" toggle is set to YES, the "Sales Commission" percentage for the rate code is set to the "Commission Percent" defined on the Commissions screen in Organizational Unit Maintenance. When the order line is created, the Order_Detail. SALES_COMMISSION_PCT is set to the "Sales Commission" percentage on the Rate Code screen in Product Maintenance. This is the sales commission percent for this order line. If more than one sales rep is added to the order line, this percentage amount is split among the sales rep, so that the total sales commission percentage equals the percentage defined here.
Eligible for Agency Commission	Toggle. When set to YES, indicates that this advertising product produces commission for the agency after the advertiser has paid the invoice.
Has Assigned Sales Rep	Toggle. When set to YES, indicates this product has a sales representative assigned.
Product Status	Drop-down. Displays the status of this advertising product. Valid values are, active, cancelled, or discontinued.
Available to Order	Toggle. When set to YES, indicates this is an advertising product available for purchase by advertisers.
Available From	Date picker. The date on which this advertising product is available for sale.
Available Through	Date picker. The date on which this advertising product is no longer available for sale.
Advertising Setup
Ad Type	Drop-down. Examples of Ad Type are, DISPLY, ARTCLE, BANNER, BUTTON, POPUP, etc.
Ad Size	Drop-down. This is used to identify the size of the advertisement. Examples of Ad Size are, EIGHTH, HALFPG, MEDIUM, TALL, etc.
Color/Webmedia	Drop-down. This field is not required, but can be entered for any advertising product.
Premium Position	Drop-down. Examples of Premium Position are, BKCOVER, IFRCVR, HOMEPGG, CHKOUT, etc.
Invoice Rule Code	Drop-down. Automatically populated based on the selected Media Code. Values in the drop-down populate based on the codes defined for the fixed ADV "INVOICE_RULE" system type. If the invoice rule is defined as term start date, the order line does not get invoiced until on or after the cycle begin date of the advertising order. If you set the start date of the ad to be a date that is greater than today, the order line will not get invoiced until on or after that date. If you set the ad start date to be less than today, then you order line will be created as invoiced.
Restricted Sale Quantity	Text box. This is used to restrict the number of times an advertising product can be sold and is primarily used for non-issue-based or non-term-based advertising media.
Requires Contract	Toggle. When set to YES, indicates that this advertising product requires that a contract be associated with the order before it can be purchased. If the product is added to an order that does not have a contract, you are presented with a message, but are still allowed to purchase the product.
Include in Percent Surcharge Fee Calculation	Toggle. When set to YES, percentage surcharge fees will default. Some types of advertising fees are not flat fees. The fees are calculated based upon a percentage of other fees in the insertion order.
Use Advertising Rate Card Pricing	Toggle. When set to YES, the product uses rate card schedule pricing. The system automatically creates an advertising schedule record and updates the advertising schedule ID to the Default Advertising Schedule ID. If set to NO, pricing records are not populated with the Default Advertising Schedule ID and the Advertising Schedule field is not enabled for entry. If existing current pricing is defined with advertising rate card schedules, pricing continues to be calculated off of rate card schedules. Products that are percentage fees can not use rate card schedules for pricing.
Include in Page Plan	Toggle. When set to YES, indicates the product should be included as part of the page plan. This is used for print advertisements, not for surcharges.
Report Sort Order	Text box. This is used in the rate card schedule reports as well as the media kit report. Those reports sort the product list first by Media Code, Report Sort Order (in ascending order), and then by Ad Type, Ad Size, Color/Webmedia, and Premium Position.