Difference between revisions of "Media credit/en"

From Marathon Documentation
Jump to: navigation, search
(Updating to match new version of source page)
 
(25 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
__FORCETOC__
  
__FORCETOC__
 
 
−
== Credit handling ==
 +
== Credit management ==
−
In {{pth|Media|Credit monitoring}} you can see how much credit your client have been using and if they have been blocked.
 +
In {{pth|Media|Credit monitoring}} you can see how much credit the clients have been using and if they have been blocked.
   
−
{{ExpandImage|MED-CRE-FI-Bild1.png}}
 +
{{ExpandImage|MED-CRE-EN-Bild1.png}}
   
 
{| class=mandeflist
  
{| class=mandeflist
−
!Reset to zero
 +
! Reset to zero
−
|Resetting means that the amount of new blocked clients is set to 0. Next night the program checks blocked clients and by checking the field {{kryss|Only new}} you can easily check if there are new blocked clients.
 +
|Resetting means that the number of new blocked clients is set to zero. The following night, the system will check blocked clients and when you thereafter check the option {{kryss|Only new}} you will see if new blocked clients have appeared.
 
|-
 
|-
−
!Show order
+
!Show order
−
|Click to open Media inquiries and thus the content of the order. The program is looking at allocations, only the main client's orders are shown.
 +
|Brings you to Media queries and hence to see the content of the invoice. Marathon detects possible allocations; only the main client’s orders are shown.
 
|-
  
|-
−
!Comment
 +
!Comment
−
|Optional comment field. Shown only here.
 +
|Field for optional comment. This comment is only shown here.
 
|-
  
|-
 
!Calculate
  
!Calculate
−
|Checks current credit status at client/collective client immediately provided that the parameter {{kryss|Continuous credit check – all functions}}” has been checked.
 +
|Checks current credit on client/collective client immediately if the parameter {{kryss|Continuous credit check – all functions}}” is active.
 
|-
  
|-
 
!Credit
  
!Credit
−
|Select a row and press {{btn|Credit}} to see a sumamry of what the credit includes and a credit graph.
 +
|Select a row and press {{btn|Credit}} to see a summary of what the credit includes and a credit graph.
⚫
|-
  
⚫
!You can limit the list by selecting:
  
 
|-
  
|-
  ⚫
|}
  ⚫
You can delimit the list by selecting:
  +
  +
{| class=mandeflist
 
!Only active
  
!Only active
−
|Only active clients
 +
|Shows only active clients
 
|-
  
|-
 
!Only own
  
!Only own
−
|Clients where you are client manager.
 +
|Shows clients where you are client manager.
 
|-
  
|-
 
!Only new
 
!Only new
−
|Blocked clients since last reset.
+
|Shows blocked clients since the last resetting (Reset to zero) .
 
|-
 
|-
 
!Only blocked
 
!Only blocked
−
|Only clients that have exceeded credit limit and thus have been blocked.
+
|Shows only clients that have been exceeding their credit limit.
 
|-
 
|-
−
!Only credit limited
 +
! Only credit limited
−
|Clients with credit limit.
 +
|Shows clients with a credit limit.
 
|-
 
|-
−
!Only those due for control
 +
! Only those due for control
−
|Only clients that are due for credit control, provided that a date has been set
+
|Shows only clients that are due for credit control, provided that a date for control has been set
 
|}
 
|}
   
 
== Credit limit ==
  
== Credit limit ==
−
Credit limit can be set in two ways: On client and on Collective client (and collective client's collective client etc.) If a credit limit has been set on a client, Marathon primarily checks it. If it has been set on collective client, all clients connected to it without own credit limit are counted. The credit is counted from net and the net is compared with what has been booked on each media type during stated period. The period can be set in {{pth|System|Base registers/MED/Media types}}.
 +
There are two ways of setting a credit limit: On the client or on the collective client (and the collective clients above that). If you set it on a client, Marathon primarily checks it. If it has been set on collective client, all clients connected to it that lack own limit will be calculated in the credit count. The credit is calculated of net amounts and at the time of the check, the net amount is compared to what there has been booked on each media type in the selected intervals. Intervals can be set on the different media types in {{pth|System|Base registers/MED/Media types}}.
   
−
{{ExpandImage|MED-CRE-FI-Bild4.png}}
+
{{ExpandImage|MED-CRE-EN-Bild4.png}}
   
−
In the below example we have stated that Marathon when it comes to Daily press counts 30 days ahead. This facilitates creation of long term media plans without interruption by the credit handling.
 +
In the example above we have stated 30 days on this media type. That allows us to do a client plan with a longer time span without it being locked by the credit check. If there is a zero in the field, everything will be included in the calculation.
   
 
== Settings on client and collective client ==
  
== Settings on client and collective client ==
−
Settings are made in {{pth|System|Base registers/MED/Clients}} ja {{pth|System|Base registers/MED/Collective clients}}.
 +
Settings are done in {{pth|System|base registers/MED/Clients}} and {{pth|System|Base registers/MED/Collective client}}.
   
−
{{ExpandImage|MED-CRE-FI-Bild6.png}}
 +
{{ExpandImage|MED-CRE-EN-Bild6.png}}
   
 
{| class=mandeflist
 
{| class=mandeflist
−
!Credit class
+
!Credit class
−
|Shown in {{pth|Media|Credit monitoring}}, where it is selecyable and sortable.
+
|Shown, selectable and possible to sort on in {{pth|Media|Credit monitoring}}.
 
|-
 
|-
−
!No continuous credit control
+
!No continuous credit check
−
|Uncheck if you want to make an exception from the standard setting (continuous credit control)
+
|An chance to deviate from the general setting (continuous credit check)
 
|-
 
|-
  +
! Allow overdraft
−
!Exceeding allowed
 
−
|Client/Collective client is included in control but will not be blocked if credit limit has been exceeded.
+
|The client/Coll. Client is included in the check, but will not be blocked in case of overdraft.
 
|-
 
|-
−
!Insurance amount 1
 +
! Insurance amount1
−
|The insurance of the parent company. You can add up to five insurance amounts and enter validity periods on the m.
+
|You can enter up to five different insurance amounts and mark them with time limitations.
 
|-
 
|-
−
!Exceeded
+
! Exceeded
−
|If continuous check not is in use the "exceeded-mark" has to be removed, otherwise you will have to wait until next control before you can make any bookings.
+
|If you don’t use continuous credit check you will have to remove the exceeded-mark; otherwise you will have to waituntil the next check to do any bookings.
 
|-
  
|-
−
!Calculate credit on preliminary orders
 +
! Calculate credit for preliminary orders
−
|Choose if you want also preliminary orders to be included in the credit calculation. You can also select this to be stated on the media plan.
 +
|Select this if you want also preliminary orders to be included in the credit count. This can be set to be decided on a plan.
 
|-
 
|-
−
!Days additional to cancellation date
+
! Days additional to cancellation date
−
|You can add extra days to the cancellation period that is set on the media type.
+
|You can add additional days to the date limit set on the media types.
 
|-
 
|-
−
!Warning dates additional to cancellation date
+
! Notice days additional to cancellation day
−
|The system gives a warning whilst making orders. If amount of days for a media group e.g. is set to 30, the control can start five days before insertion date and warnings will be ten days ahead.
+
|Marathon warns when creating orders. If you for example have set 30 days on a media type, you can start checking 5 days before insertion date and receive a notification 10 days before.
 
|}
  
|}
   
 
== Settings on plan ==
 
== Settings on plan ==
   
−
{{ExpandImage|MED-CRE-FI-Bild3.png}}
 +
{{ExpandImage|MED-CRE-EN-Bild3.png}}
 
{| class=mandeflist
  
{| class=mandeflist
−
!Calculate credit on preliminary orders
 +
! Calculate credit for preliminary orders
−
|Posssibility to set separate parameter directly on plan that also preliminary orders will be included in the credit calculation, regardless of the settings on client/collective client.
+
|You can directly, in the general information tab of the plan, decide if preliminary orders should be calculated in the credit count, irrespective what you have set in the client/coll.client information.
 
|}
  
|}
   
 
== General parameter settings ==
  
== General parameter settings ==
   
−
{{ExpandImage|MED-CRE-FI-Bild2.png}}
 +
{{ExpandImage|MED-CRE-EN-Bild5.png}}
  ⚫
Continuous credit check:
−
{{ExpandImage|MED-CRE-FI-Bild5.png}}
 
⚫
Continuous control:
 
 
{| class=mandeflist
 
{| class=mandeflist
 
!No
 
!No
−
|Normal credit check made at nighttime. Clients/Collective clients are checked and, if limit has been exceeded, blocked.
+
|Normal nightly credit control. The clients/coll. clients are checked and, if the limit has been exceeded, they will be blocked.
 
|-
 
|-
−
!Only when sending orders
+
! Only when sending order
−
|Credit control is made on booked orders at the time of sending (printing).
+
|Control of booked orders at the time of sending (printing out).
 
|-
 
|-
 
!All functions
 
!All functions
−
|Full credit check directly when an order is created or booked. This can be overruled on some clients by e.g. including preliminary orders.
+
|Full credit control immediately when an order is created or booked. This can be avoided on certain clients by including also preliminary orders.
 
|-
  
|-
 
!All functions (before)
 
!All functions (before)
−
|Certain functions such as creating a new order or making an order definitive are checked immediately and leads to blocking if limits have been exceeded. Other functions such as allocation of media combinations and recalculations of yearly agreements are checked immediately as well but the client will not be blocked from these functions before the next day.
+
|Certain functions such as creating new order or making an order definitive will immediately be checked and leads to blocking if exceeded. Other functions, such as allocation of media combinations and recalculations of yearly agreements will also be immediately checked but possible exceeding will not lead to blocking until the next day.
 
|}
 
|}
   
Line 111: Line 112:
 
({{pth|System|Base registers|MED/Parameters}})
  
({{pth|System|Base registers|MED/Parameters}})
 
{| class=mandeflist
 
{| class=mandeflist
−
!Include fees' WIP in PRO
+
! Include fees' WIP in PRO
−
|Fee on the client's project is counted in to the credit limit.
+
|Fees that are pending on the client’s WIP (Work in Progress) shall be counted in the credit limit calculation.
 
|-
 
|-
−
!Include purchases' WIP in PRO
 +
! Include purchases' WIP in PRO
−
|Purchases on the client's project are counted in to the credit limit.
+
|Purchases entered on the client’s WIP shall be counted in the credit limit calculation.
 
|-
  
|-
−
!Include others' WIP in PRO
 +
! Include others' WIP in PRO
−
|Other/Materialon the client's project are counted in to the credit limit.
+
|Other entered on the client’s WIP shall be counted in the credit limit calculation.
 
|-
 
|-
−
!Include purchase orders in PRO
 +
! Include purchase orders in PRO
−
|Purchase orders are counted in to the credit limit.
+
|Purchase orders shall be counted in the credit limit calculation.
 
|-
 
|-
  +
!Ota mukaan ostojen projektikustannusarvio
−
!Include project estimate purchases
  
  +
|Luoton arviointiin lasketaan se, mitä asiakkaan projektikustannusarvoissa on budjetoitu ostoihin.
−
|Estimated purchases on a project are counted in to the credit limit.
 
 
|-
 
|-
−
!Only def. orders in credit check
 +
! Only def. orders in credit check
−
|This function can be overruled in the client/collective client register if you want to include also preliminary orders into the check. If this box is checked, it is no longer selectable in the client/coll client registers.
+
|This function can be managed in client-/coll.client registers if you want also preliminary orders in the credit check. If this parameter is checked, the option will not be possible anymore in client-/coll.client registers.
 
|-
 
|-
−
!Include paid pre-invoices
+
! Include paid pre-invoices
−
|Check if you want the pre-invoices to be counted into the credit limit control.
+
|If paid pre-invoices shall be counted in the credit limit calculation.
 
|-
 
|-
−
!Remove blocking automatically
+
! Remove blocking automatically
−
|removes blocking from the client/collective client in the night check automatically when the exceedance has been handled (e.g client payment has been booked)
+
|Removes blocking automatically from client-/coll.client in the nightly check when the exceeding has been handled e.g. as a payment entry from the client.
 
|}
  
|}
   
 
==Credit graph ==
  
==Credit graph ==
−
Credit graph requires additional days (at least one) for evaluation of payment- and invoicing dates. Additional days on invoicing date is set per media type [[Category:MED-CRE-FI]] [[Category:Manuals]]
 +
The credit graph needs additional time, at least oen day, in order to estimate payment- and invoicing dates. The additional time for invoicing is set per media type. [[Category:MED-CRE-FI]] [[Category:Manuals]]
  +
[[Category:MED-CRE-EN]] [[Category:Manuals]] [[Category:Media]]

Latest revision as of 16:01, 16 August 2018


Credit management

In Media: Credit monitoring you can see how much credit the clients have been using and if they have been blocked.

Reset to zero Resetting means that the number of new blocked clients is set to zero. The following night, the system will check blocked clients and when you thereafter check the option "Only new" you will see if new blocked clients have appeared.
Show order Brings you to Media queries and hence to see the content of the invoice. Marathon detects possible allocations; only the main client’s orders are shown.
Comment Field for optional comment. This comment is only shown here.
Calculate Checks current credit on client/collective client immediately if the parameter "Continuous credit check – all functions"” is active.
Credit Select a row and press Credit to see a summary of what the credit includes and a credit graph.

You can delimit the list by selecting:

Only active Shows only active clients
Only own Shows clients where you are client manager.
Only new Shows blocked clients since the last resetting (Reset to zero) .
Only blocked Shows only clients that have been exceeding their credit limit.
Only credit limited Shows clients with a credit limit.
Only those due for control Shows only clients that are due for credit control, provided that a date for control has been set

Credit limit

There are two ways of setting a credit limit: On the client or on the collective client (and the collective clients above that). If you set it on a client, Marathon primarily checks it. If it has been set on collective client, all clients connected to it that lack own limit will be calculated in the credit count. The credit is calculated of net amounts and at the time of the check, the net amount is compared to what there has been booked on each media type in the selected intervals. Intervals can be set on the different media types in System: Base registers/MED/Media types.

In the example above we have stated 30 days on this media type. That allows us to do a client plan with a longer time span without it being locked by the credit check. If there is a zero in the field, everything will be included in the calculation.

Settings on client and collective client

Settings are done in System: base registers/MED/Clients and System: Base registers/MED/Collective client.

Credit class Shown, selectable and possible to sort on in Media: Credit monitoring.
No continuous credit check An chance to deviate from the general setting (continuous credit check)
Allow overdraft The client/Coll. Client is included in the check, but will not be blocked in case of overdraft.
Insurance amount1 You can enter up to five different insurance amounts and mark them with time limitations.
Exceeded If you don’t use continuous credit check you will have to remove the exceeded-mark; otherwise you will have to waituntil the next check to do any bookings.
Calculate credit for preliminary orders Select this if you want also preliminary orders to be included in the credit count. This can be set to be decided on a plan.
Days additional to cancellation date You can add additional days to the date limit set on the media types.
Notice days additional to cancellation day Marathon warns when creating orders. If you for example have set 30 days on a media type, you can start checking 5 days before insertion date and receive a notification 10 days before.

Settings on plan

Calculate credit for preliminary orders You can directly, in the general information tab of the plan, decide if preliminary orders should be calculated in the credit count, irrespective what you have set in the client/coll.client information.

General parameter settings

Continuous credit check:

No Normal nightly credit control. The clients/coll. clients are checked and, if the limit has been exceeded, they will be blocked.
Only when sending order Control of booked orders at the time of sending (printing out).
All functions Full credit control immediately when an order is created or booked. This can be avoided on certain clients by including also preliminary orders.
All functions (before) Certain functions such as creating new order or making an order definitive will immediately be checked and leads to blocking if exceeded. Other functions, such as allocation of media combinations and recalculations of yearly agreements will also be immediately checked but possible exceeding will not lead to blocking until the next day.

Other parameters

(System: Base registers)

Include fees' WIP in PRO Fees that are pending on the client’s WIP (Work in Progress) shall be counted in the credit limit calculation.
Include purchases' WIP in PRO Purchases entered on the client’s WIP shall be counted in the credit limit calculation.
Include others' WIP in PRO Other entered on the client’s WIP shall be counted in the credit limit calculation.
Include purchase orders in PRO Purchase orders shall be counted in the credit limit calculation.
Ota mukaan ostojen projektikustannusarvio Luoton arviointiin lasketaan se, mitä asiakkaan projektikustannusarvoissa on budjetoitu ostoihin.
Only def. orders in credit check This function can be managed in client-/coll.client registers if you want also preliminary orders in the credit check. If this parameter is checked, the option will not be possible anymore in client-/coll.client registers.
Include paid pre-invoices If paid pre-invoices shall be counted in the credit limit calculation.
Remove blocking automatically Removes blocking automatically from client-/coll.client in the nightly check when the exceeding has been handled e.g. as a payment entry from the client.

Credit graph

The credit graph needs additional time, at least oen day, in order to estimate payment- and invoicing dates. The additional time for invoicing is set per media type.

Retrieved from "https://wikidoc.kase.se/index.php?title=Media_credit/en&oldid=43398"