View source for Media Plans and Orders/nb


= Mediebudsjetter og Ordrer=

Denne manual gir en introduksjon på hvordan du skaper mediebudsjetter og ordrer i Marathon.

== Mediebudsjetter==
Under mediebudsjetter opprettes nye budsjetter og skisser, ordrer skapes og bookes direkte till mediene via e-post eller faks. Under startsiden gjøres forskjellige budsjettutskrifter og materielliste. Utskrift til PDF eller til Excel.


Klikk på Mediebudsjetter på startsiden.


{{ExpandImage|MED-PLO-NO-Bildobjekt 37.png}}

{|class=mandeflist 
!Ny
|Skap en ny mediebudsjett.
|-
!Åpne
|Åpne det markerte mediebudsjettet.
|-
!Utskrift 
|Mulighet til å skrive ut det/de markerte mediebudsjettene.
|-
!Materialliste 
|Eksport til Excel med selekteringsmulighet.
|-
!Søk budsjett
|Mulighet til å lete etter en viss budsjett.
|-
!Søk ordre
|Mulighet til å søke etter en viss ordre for lettere å finne rett budsjett.
|-
!Eksport
|Mulighet til å eksportere informasjonen i budsjettet til 		Excel.
|
!F o m innr.år
|Mulighet til å begrense budsjettlisten til de som har innrykk under det valgte året. 
|-
!Kun aktive
|Kun aktive mediebudsjetter synes.
|-
!Kun egne
|Du ser kun de mediebudsjettene som du eier.
|-
!Hurtigsøk
|Hurtigsøking blant mediebudsjettene etter valgfri 			opplysning.
|}

Når man velger å opprette et helt nytt budsjett skal budsjetthovedet utfylles. Her oppgis de generelle opplysningene for budsjettet med budsjettnavn, avtale og andre opplysninger.

Når alle grunnopplysninger er utfylte lagres budsjettet med valget Lagre. Budsjettet lagres og får et budsjettnummer. Tilbakestill = fortryd.

{{ExpandImage|MED-PLO-NO-Bildobjekt 40.png}}

{| class=mandeflist
!Kopier budsjett
|
|}

Det finnes mulighet å kopiere et eksisterende budsjett.
Når du velger Kopier kommer en søkeboks opp og du kan velge et budsjett.

Å kopiere et eksisterende budsjett innebærer at alt som er registrert på budsjettet vil kopieres.

Det går også an å kopiere deler av budsjettet ved å først velge budsjett og siden en eller flere ordrer.

{| class=mandeflist
!Hoved
|
|}

Når du velger å skape en ny budsjett kommer du til fliken Hoved. Her angir du de allmenne opplysningene for budsjettet.

Etter å ha opprettet et budsjett kan du enten gå videre med å skape en skisse eller direkte opprette ordrer.

{{ExpandImage|MED-PLO-NO-Bild1.png}}

{|class= mandeflist
!Produkt
|Budsjettutskrifter og fakturaer kan separeres pr. Produkt. Kan 		også brukes for statistikk
|-
!Kampanje
|Mulighet til å knytte sammen flere budsjetter til en kampagne.
|- 
!Kontaktperson
|Opplysning kun i budsjetthovedet. Kan skrives ut i fakturaer.
|-
!Prosjekt
|Dersom budsjettet skal knyttes sammen med et vist prosjekt, må 		prosjektet hentes opp. Ellers kan man koble budsjetter med prosjekter for felles statistikk. 
|-
!Referansenummer
|Skrivs ut på budsjett, fakturaen og i rapporter.
|-
!Avtale
|Kundeavtale må angis på budsjettet. Denne avtale bestemmerhele budsjettets ordrer, dersom ingen avvikende avtale opprettespå respektive ordrer.
|-
!Fakt. Dato 
|-
!Faktureringsvaluta/Kurs
|Se separat beskrivelse over hvordan valuta håndteres.
|-
!Gruppe
|Dersom f eks inntekter redegjøres pr. gruppe (avdeling innen for selskapet) kan dette være en obligatorisk opplysning, dvs. den kan ikke lagres før gruppe er valgt. Gruppen kan også hentes som defaultopplysning fra kunderegistret.
|-
!Eier
|Budsjetteier, valget ”kun egne” fastsettes styrs av planägare og erogså et søkekriterium i f eks avstemming mediefakturaer.
|-
!Aktiv
|Fjern merkingen for å deaktivere budsjettet. Det innebærer kun at 		budsjettet vises ved valget ”kun aktive” og påvirker ikke 		fakturering eler annet.
|
!Kommentar
|Kun en intern kommentar, som vises inne på budsjetthovedet.
|- 
!Godkjent av og dato
|Informasjon om hvem hos kunden som har godkjent budsjettet og 		datoen for det. Vises kun i budsjetthovedet. 
|-
!Kredittberegne planlagte ordrer
|Velg hvis du vil at også planlagte ordrer regnes med i kredittkalkuleringen.
|-
!Budsjettmerking 1,2,3
|egne, valgfrie merkinger for budsjetter. Vises i rapporter. 
|-
!Tabellregistrering
|Se separat manual.
|}

{| class=mandeflist
!Skisse
|
|}

Budsjettskissen henter informasjon fra Mediedatabasen og beregner CTC i følge de kundavtaler som er valgte på budsjetthovedet. Dette er en ren skisse og har ingen kobling til ordinarie bookinger i systemet.

Man kan parallelt opprette flere skisser som kampanjeforslag og siden automatisk omvandle skissen til ordrer på budsjettet uten å legge inn alt på nytt. Ordrene får status Planlagte. Skissen kan utskreves til PDF og Excel.

'''Slik lager du en skisse:'''


{{ExpandImage|MED-PLO-NO-Bildobjekt 41.png}}

Klikk på fliken Skisse.

* Velg Ny og angi navn og eventuell kommentar .

* Velg media og klikk på Mediadatabase. Du får da opplysninger om plassering, format, farge, antall innrykk, eventuelle innrykksdatoer og Brutto.

* Velg Oppdater ordre innen i Mediadatabasen. Opplysningene vill bli hentede til skissen.

* Den forhandlede rabatten kan skrives inn. Ved å klikke på knappen Rabatt vises tidligere rabatter hos mediet.

* Dersom det er TV, SØG, Internet registreras skissen manuellt.

* Lagr.

{| class=mandeflist
!Utskrift
|
|}

Med skreddersydde utskriftsmaler kan du utskrive en detaljert økonomisk plan til PDF eller Excel.

{| class=mandeflist
!Grafisk plan
|
|}

Under Grafisk plan vises en oversikt over innrykk pr dag eller uke (innrykksdatoer må være angitte på skissen). Klikk på Kalkyle for å skrive ut. Kalkyle = Excel

{| class=mandeflist
!Oprett ordrer fra skisse
|
|}

Når alt er godkjent kan du skape ordrer av skissen ved å klikke Oprett ordrer. Dersom ordrer allerede eksisterer, kommer et varsel.

{{ExpandImage|MED-PLO-NO-Bildobjekt 43.png}}

== Registrer ordrer ==

{{ExpandImage|MED-PLO-NO-Bildobjekt 44.png}}

En ordre består av forskjellige deler.

{| class=mandeflist
!Ordrehoved
|Her oppgis den generelle informasjonen over ordren.
|-
!Innrykk
|Her registreres innrykkene som i sin tur består av forskjellige prisrader.
|}

Functions in the order tab:

{| class=mandeflist
!New
|To create new order.
|-
!Open
|Opens existing order.
|-
!Delete order
|Deletes order; only Preliminary orders can be deleted.
|-
!Split
|Split one order into several orders.
|-
!Make definitive
|Change status to a definitive order.
|-
!Printout
|The printout can be sent to the media directly from Marathon.
|-
!Import
|Import an order from another plan. Note, that the order will disappear from the original plan.
|-
!Credit
|Shows client&apos;s credit limit and how much of it that has been used.
|-
!Batch change
|Select several orders and click Batch change. Make changes in the fields you want to change, remember to tick the box in front of every such field. All selected orders will have that information saved.
|-
!Commissions
|Shows the different commissions concerning the media on the order. You can edit commissions here.
|-
!Search order
|Search a certain order in the plan.
|}

Use the Media database as your support when creating new orders.
The subjects fetched from the database are: section, placement, unit, width, height, format and colour.
''See separate manual about the Media database.''


Fields in the General tab:

{| class=mandeflist
!Product
|Same as product on plan, unless you have chosen to have different products on orders.
|-
!Ref no
|Same as on plan, unless you have chosen to have different reference numbers on orders.
|-
!Alt. Order no
|Here you can enter the order number that you received from the media. It is helpful later when matching the order with the media invoice.
|-
!Heading
|Printed on the order, plan, invoice, reconciling list and in reports.
|-
!Instruction
|You can write an instruction to the media, that will be printed on the order.
|-
!Inst on inv
|Select if the instruction also shall be written on the plan and the invoice.
|-
!Mat.delivery
|Choose material delivery method.
|-
!Mat.deliverer
|Will be printed on the order. If this information is written on the client, it will be automatically printed out on new orders.
|-
!Order status
|The different order statuses can be displayed as a code or a name.
|-
!<code> P </code>
|Preliminary
|-
!<code> R </code>
|Definitive order
|-
!<code> X </code>
|Alteration (Changed) order
|-
!<code> I </code>
|Cancellation order
|-
!<code> RF </code>
|Order split on several clients
|-
|}

== Insertion==

This tab is for registration of new insertions, and opening/editing existing insertions. If you have been using the media database, the insertions are shown automatically. If not, you have to register them manually.

{{ExpandImage|MED-PLO-EN-Bildobjekt 52.png}}

If you want to add prices, discounts and commissions on several insertions, keep the Ctrl key pressed while you click on the insertions in the list. Then click on the function Price/ Discount or Commissions.

{| class=mandeflist
!Insertion status
|Insertions on a definitive order can have their status changed to <code> S </code> - do not invoice and <code> A </code>- Pre-invoice. The accounting department can also help to create new insertion statuses in the Base registers (Base registers/Med/Insertion status codes)
|}

There are two more statuses: <code> P </code> – Preliminary and <code> I </code> - Cancelled.

{| class=mandeflist
!Added value
|At the time of ad check you can register the real placement that the advertisement got, and count out possible additional value.
|-
!Reporting code
|You can label an insertion to show in reports.
|-
!''Credit allocation''
|''See separate manual (Media Accounting)''
|-
!''Debit allocation''
|''See separate manual (Media Accounting)''
|-
!''Credit''
|''See separate manual (Media Accounting)''
|-
!Add surcharge
|Here you can add another costs, additional to media cost, on the insertion.
|}

To create a new insertion, Click NEW and fill in insertion date and, if it is a print media, the issue number. On other kind of media, choose start- and end dates.

{{ExpandImage|MED-PLO-EN-Bildobjekt 57.png}}

The tabs Other, Reconciliation and Correction show information about ad check, reconciliation and allocations.

== Price row ==

If you are adding a price row manually, click on NEW in the insertion tab and fill in the information needed. Colour surcharge and other surcharges shall be registered on separate price rows.

If you want to delete a price row, open it and click the Delete button. To delete a compleet insertion, go to the insertion and click on Delete insertion.

When you are ready with the registration, save the insertion with Save.

== Allocation ==

You can allocate plans or orders. Choose which one in the tab Allocation in a media plan. If you choose Order, the same tab will be activated in the Order list.

Check ”Use allocation template on new orders” if you want the allocation model to be suggested for each new order on the plan.

You can add an insertion fee manually, if the amount differs from the amount on the agreement. You can also adjust the insertion fee manually if the clients in the allocation normally have different insertion fees.

You can also enter reference numbers, headings and order fees on the allocation.

{{ExpandImage|MED-PLO-EN-Bildobjekt 61.png}}

== Media combination ==

If the media on the order is a combination, a package of several media, the Media combination tab will be activated.

{{ExpandImage|MED-PLO-EN-Bildobjekt 62.png}}

{| class=mandeflist
!New
|Add a new media in the combination.
|-
!Open
|Open a media to edit information, if for example it has a different format or insertion date etc.
|-
!Delete media/Delete unmarked
|Remove media from the combination
|-
!Batch change
|Make selected changes on several media at one time.
|-
!Allocation/Combination
|
|}

In this tab you can choose which allocation clients that shall be in which media.

{{ExpandImage|MED-PLO-EN-Bildobjekt 63.png}}

== Other ==
This tab shows information about currencies and some other things.

{{ExpandImage|MED-PLO-EN-Bildobjekt 64.png}}

{|class=mandeflist
!Order date
|The date that the order was created.
|-
!Currency
|The order currency.
|-
!''Rate''
|''See separate manual for currency handling.''
|-
!''Invoicing rate'' 
|''See separate manual for currency handling.''
|-
!Invoicing currency
|The currency that is used when invoicing the client.
|-
!''Rate''
|''See separate manual for currency handling.''
|-
!Agreement
|In case another agreement than the one on the plan shall be used.
|-
!Group
|In case the order has another group than the plan.
|-
!Invoice with insertions from
|The invoicing can be limited to a certain insertion date.
|-
!Recalc. method/price changes
|Select between recalculation or no recalculation when price has been changed.
|-
!Recalc. method/yearly agreements
|Select between recalculation or no recalculation when the yearly agreement has been changed.
|-
|}

When the order is saved you will return to the media plan where you can continue creating new orders.

== Make definitive/Print ==
You can print out an order after making it definitive.

{{ExpandImage|MED-PLO-EN-Bildobjekt 66.png}}

{| class=mandeflist
!Local printout
|Print to PDF.
|-
!Fax/E-mail
|Send via Marathon&apos;s sending queue per fax or e-mail. The adress is fetched automatically from the media database. It is however possible to write the number/address manually. The used addresses are saved in the system and you can fetch them by clicking on the list symbol in the Fax/E-mail field.
|}

The column Printed shows the printing status of the order.
{|class=mandeflist
!<code> P </code> = printed to PDF.
|-
!<code> F </code> = faxed
|-
!<code> M </code> = mailed
|-
!<code> N </code> = not printed
|
|}
If the letters are in red, the orders have not been sent. Open the order and go to the Sending queue tab to find out the reason for not being sent.

{| class=mandeflist
!Printouts
|
|}

You can print out plans, material lists and export plan data to Excel from a media plan.

{{ExpandImage|MED-PLO-EN-Bild14.png}}

{| class=mandeflist
!Plan printout
|Before printing a plan you can make a selection of what to show; order, product and insertion period. You can also choose to print order instructions, allocations and a line for the signature. Choose also sorting order.
|}

Print the plan as PDF or send directly by fax or e-mail.

{| class=mandeflist
!Print graphic plan
|
|}

A graphic plan is a printout designed by yourselves that can be printed as PDF or exported to Excel. You can select among other things on plan, client and order. You can also print out several media plans in the same graphic plan.
If you have several graphic plans, select the right one in the field Print template.

{| class=mandeflist
!Export
|
|}

Select one or several plans that you want to export. Then choose which columns that shall be exported. You can select on order and insertion period and select what column the export should be sorted on.

{{ExpandImage|MED-PLO-EN-Bild2.png}}

The export is printed to Excel.

{| class=mandeflist
!Material list
|
|}

Yo can print a material list for one or several plans. You can also select so that th eprintout only concerns one order, some orders or a certain insertion period.

== Sending queue ==

Orders, plans and invoices that are sent (or faxed) from Marathon go through the Sending queue in System: Sending queue. Here you can see if they have been successfully sent or not.

{{ExpandImage|MED-PLO-EN-Bildobjekt 68.png}}

{| class=mandeflist
!Status
|Sending status; sent, waiting in queue or cancelled.
|-
!User
|User code of the sender.
|-
!Company
|Sending company.
|-
!Type
|What has been sent, for example order, alteration order, plan, reminder, invoice, claim, etc.
|-
!Recipient
|Name of recipient.
|-
!Fax/E-mail
|Number/address of the recipient.
|-
!Attempts
|Amount of sending attempts. After 25 failed attempts, the status is changed to ”In queue”.
|-
!Latest attempt
|Last time of attempted sending.
|-
!Error
|If failed, the reason to it.
|-
!Created
|Time of latest attempt to send.
|}

You can stop a certain document in the queue from being sent by selecting it and clicking on the function Cancel. Click Restart to make a new attempt to send.
The function Show shows an image of what has been sent with sender and recipient information.

== Queries ==

In Media: Queries, you can search information with different selections and pressing Search. The program shows a list og insertions and you can deepen into orders and plans.

{{ExpandImage|MED-PLO-EN-Bildobjekt 69.png}}

{| class=mandeflist
!Search
|Searches according to your selection.
|-
!Save default
|Saves selections as default so that they will be suggested next time you log in.
|-
!Reset
|Resets selections to default.
|-
!Reset to zero
|Resets all selections to zero.
|-
!Save selection
|Save a selection with a name and fetch later from a list.
|-
!Import selection
|Gets saved selections from the list.
|-
!From year
|Choose from what year insertions shall be shown.
|}

{{ExpandImage|MED-PLO-EN-Bild3.png}}

{| class=mandeflist
!Open
|Open to see an insertion and deepening in it. This is a read -only view, no editing is possible.
|-
!Batch change
|This function allows to change insertion status on one or several insertions. Requires authorisation.
|-
!Mae definitive
|For making one ore several insertions definitive. Requires authorisation.
|}

The Invoices tab shows what you have invoiced the client. Select an invoice and ckilck on Show.

The Media invoices tab shows invoices that you have received from the media. Open an invoice to see how the amounts are allocated concerning gross, discounts, net, commissions and net-net. If you scan media invoices into Marathon you can see acopy by pressing Show. You can also see the invoice amounts in Excel with the Export function.

{{ExpandImage|MED-PLO-EN-Bild4.png}}

In the Reconciliation tab you can see what has been invoiced from client versus what the media have been invoicing you. You can choose to see amounts for the insertion or the whole order of the insertion.

== Reports ==

Reports are printed from Media: Reports (see separate manual on building reports). You can make selections just as in Queries; the difference is that each media report is predefined to show certain information.

{{ExpandImage|MED-PLO-EN-Bild5.png}}

{| class=mandeflist
!Show
|Click Show to see the report. It can be shown directly in Marathon, as PDF or in Excel, choose in the lower right corner.
|-
!Reset
|Resets all settings. If the selections are predefined in the reports, all info are reset to these.
|-
!Reset to zero
|Resets the selections.
|-
!Save
|Saves a copy of the report with current selections. The copy will be added to the list of reports.
|}

Select subtotals, for example per order and insertion, client, media, media type, etc.

[[Category:MED-PLO-EN]]
[[Category:Manuals]]