Difference between revisions of "Media invoices"

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= Enter media invoices = <!--T:1-->
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= Enter media invoices = <!--T:30-->
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<!--T:2-->
  
 
This manual describes how to manually enter media invoices in to Marathon.
 
This manual describes how to manually enter media invoices in to Marathon.
   
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==Preparation == <!--T:3-->
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== Link a supplier to the media == <!--T:31-->
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Media | Backoffice | Base registers | Media
  +
To make searching and manual entries easier, you can link media to the supplier from whom the invoice originates.
   
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<!--T:4-->
  
 
{{ExpandImage|MED-INV-EN-Bild1.png}}
  
{{ExpandImage|MED-INV-EN-Bild1.png}}
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<!--T:5-->
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== Enter invoice == <!--T:32-->
  ⚫
The columns are used for the invoice interpretation service only, not when you register invoices manually.
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To make searching and entering more easy, connect media with the suppliers that the invoices are coming from.
  
 
 
 
{{ExpandImage|MED-INV-EN-Bild2.png}}
  
{{ExpandImage|MED-INV-EN-Bild2.png}}
   
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<!--T:6-->
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== Searching == <!--T:33-->
  ⚫
Example: Searching on media code Channel.se. Since the media is linked to a supplier in the base registers, the supplier is shown as default under Registration. Other search criteria can be Order number, Insertion period or Client.
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Begin by pressing {{btn|New}}
  
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If the media are not linked to a supplier, all orders will be shown when you specify a supplier.
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The columns shown are only for the invoice interpretation service, they are not used in the manual registration.
  
   
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<!--T:7-->
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<!--T:34-->
 
{{ExpandImage|MED-INV-EN-Bild3.png}}
  
{{ExpandImage|MED-INV-EN-Bild3.png}}
   
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== Search == <!--T:8-->
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<!--T:35-->
  ⚫
{{ExpandImage|MED-INV-EN-Bild4.png}}
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In this example we search on media code TV3.se. Since the media is connected to a supplier in the base registers, the supplier is suggested by default in ”registration”.
  
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If no connections have been made, all orders will be included when choosing suppliered.
  
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If the search result is too big, you can continue searching within the result. Search by:
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In this search the result shows only TV3.se.
  
  ⚫
Reconciliation code(s), Select/deselect the codes you wish to see.
  ⚫
Order number
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Insertion date
   
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<!--T:9-->
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<!--T:36-->
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{{ExpandImage|MED-INV-EN-Bild4.png}}
 
 
{{ExpandImage|MED-INV-EN-Bild5.png}}
  
{{ExpandImage|MED-INV-EN-Bild5.png}}
   
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== Registration == <!--T:37-->
⚫
 
  ⚫
Select the insertions that shall be entered on the invoice. You can see the total amount in the upper right corner; if everything is correct and no amounts need to be corrected, you can book the invoice directly.
   
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<!--T:10-->
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<!--T:38-->
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You can also search on a single order number and get the same hit, but in this case the order is marked as search result.
  
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{{ExpandImage|MED-INV-EN-Bild6.png}}
  
{{ExpandImage|MED-INV-EN-Bild6.png}}
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{{ExpandImage|MED-INV-EN-Bild7.png}}
  
 
 
  ⚫
If the invoice does not balance with the insertions, open the insertion and make corrections. The amounts under ”this invoice” shall balance with the invoice. In this example, the invoice amount is higher than what has been registered on the insertion, which causes a negative discrepancy.
  ⚫
The correction can be made on gross, net, or if the discrepancy concerns commissions on the rows or as total net-net amount.
   
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<!--T:11-->
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<!--T:39-->
  ⚫
{{ExpandImage|MED-INV-EN-Bild7.png}}
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You can continue searching within the search results (if it is too large) on the following:
  
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* Reconciliation code(s). Check the boxes on the codes you want to see.
  
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* Order number
  
   
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<!--T:12-->
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<!--T:40-->
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If you need to pause the registration, you can use the SAVE AS PENDING button. The invoice is then saved, and you can continue the registration later.
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  ⚫
<!--T:41-->
 
{{ExpandImage|MED-INV-EN-Bild8.png}}
  
{{ExpandImage|MED-INV-EN-Bild8.png}}
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{{ExpandImage|MED-INV-EN-Bild9.png}}
  
   
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== The registration == <!--T:13-->
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=== Other functions in the registration === <!--T:42-->
   
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<!--T:14-->
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<!--T:43-->
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INSERT ORDER = If the invoice has been started and an order has been placed subsequently, you can retrieve it. This means you do not need to start the search from the beginning.
⚫
Select the insertions that shall be registered on the invoice. You can follow the total amount in the upper right corner and if everything agrees, the invoice can be booked immediately.
  
   
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<!--T:15-->
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<!--T:44-->
  ⚫
CREATE ORDER = If no order exists and you must enter amounts in order to register the invoice, you can create an order.
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{{ExpandImage|MED-INV-EN-Bild10.png}}
  
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{{ExpandImage|MED-INV-EN-Bild11.png}}
  
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<!--T:16-->
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<!--T:45-->
  ⚫
Enter insertion date and client. This will become a temporary order with order number beginning with 900.000. Open the order and write amount.
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If the invoice doesn’t agree with the registered insertions, open the insertion and make a correction. The amounts under “this invoice” shall agree with the invoice amount. In this case the invoice amount is higher than what has been registered on the insertion, which makes a negative discrepancy.
  
  ⚫
The invoice part of this order can then be moved into a ”real” order in Media | Reconciliation | List
⚫
Correction can be made on gross, net or – if the discrepancy concerns commissions, on each commission row or as a total net-net amount.
  
   
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<!--T:17-->
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<!--T:46-->
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{{ExpandImage|MED-INV-EN-Bild12.png}}
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{{ExpandImage|MED-INV-EN-Bild9.png}}
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<!--T:18-->
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<!--T:47-->
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{{ExpandImage|MED-INV-EN-Bild10.png}}
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If you must stop working with the invoice for a while, use the function {{btn|Save as pending}}. It will thus be saved for later registration.
  
   
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<!--T:19-->
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<!--T:48-->
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{{ExpandImage|MED-INV-EN-Bild13.png}}
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{{ExpandImage|MED-INV-EN-Bild11.png}}
   
  ⚫
<!--T:49-->
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== Other functions in registration == <!--T:20-->
  
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When booking the invoice, you can also see which order number this temporary order has been assigned (booking with new posting can only be used if you use our invoice interpreting service).
   
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<!--T:21-->
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== Change order number == <!--T:50-->
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In Media | Reconciliation | List
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{class= mandeflist
  
  ⚫
Enter the order number and the entry date. You can also transfer part of the invoice by entering the amount.
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!Insert order
  
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|If you have started with the invoice and added an order later, you can fetch it here. Hence you don’t have to start searching all over again.
  
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|-
  
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!Create order
 
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|If there is no order and you need an amount in order to registrate the invoice.
 
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|}
  
   
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<!--T:22-->
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<!--T:51-->
  ⚫
{{ExpandImage|MED-INV-EN-Bild12.png}}
⚫
Create order and enter an insertion date and client. This will be atemporary order and its number starts with 900.000. Open the order and enter amount.
  
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The invoice part of this order can later be moved to a “real” order in Reconciliation media invoices.
  
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<!--T:23-->
  
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{{ExpandImage|MED-INV-EN-Bild14.png}}
 
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{{ExpandImage|MED-INV-EN-Bild15.png}}
  
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<!--T:24-->
  
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When booking the invoice you can see what number this temporary invoice got.
  
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== Change order number== <!--T:25-->
  
⚫
Enter order number and insertion date. You can also move a part of an invoice by entering amount.
  
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<!--T:26-->
  
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{{ExpandImage|MED-INV-EN-Bild16.png}}
  
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== Reverse media invoice== <!--T:27-->
  
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This is done in the tab Booked invoices in Enter media invoices.
  
   
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<!--T:28-->
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== Reversing an invoice == <!--T:52-->
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This is done under the Booked Invoices tab within Media | Media Invoices.
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{{ExpandImage|MED-INV-EN-Bild17.png}}
  
   
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<!--T:29-->
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<!--T:53-->
  ⚫
{{ExpandImage|MED-INV-EN-Bild13.png}}
 
 
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[[Category: Manuals]]
 
[[Category: MED-INV-EN]]
  
[[Category: MED-INV-EN]]
 
[[Category: Media]]
  
[[Category: Media]]

Latest revision as of 09:09, 16 September 2026

Enter media invoices

This manual describes how to manually enter media invoices in to Marathon.

Link a supplier to the media

Media | Backoffice | Base registers | Media To make searching and manual entries easier, you can link media to the supplier from whom the invoice originates.

Enter invoice

The columns are used for the invoice interpretation service only, not when you register invoices manually.

Searching

Example: Searching on media code Channel.se. Since the media is linked to a supplier in the base registers, the supplier is shown as default under Registration. Other search criteria can be Order number, Insertion period or Client. If the media are not linked to a supplier, all orders will be shown when you specify a supplier.

If the search result is too big, you can continue searching within the result. Search by: Reconciliation code(s), Select/deselect the codes you wish to see. Order number Insertion date

Registration

Select the insertions that shall be entered on the invoice. You can see the total amount in the upper right corner; if everything is correct and no amounts need to be corrected, you can book the invoice directly.

If the invoice does not balance with the insertions, open the insertion and make corrections. The amounts under ”this invoice” shall balance with the invoice. In this example, the invoice amount is higher than what has been registered on the insertion, which causes a negative discrepancy. The correction can be made on gross, net, or if the discrepancy concerns commissions on the rows or as total net-net amount.

If you need to pause the registration, you can use the SAVE AS PENDING button. The invoice is then saved, and you can continue the registration later.

Other functions in the registration

INSERT ORDER = If the invoice has been started and an order has been placed subsequently, you can retrieve it. This means you do not need to start the search from the beginning.

CREATE ORDER = If no order exists and you must enter amounts in order to register the invoice, you can create an order.

Enter insertion date and client. This will become a temporary order with order number beginning with 900.000. Open the order and write amount. The invoice part of this order can then be moved into a ”real” order in Media | Reconciliation | List

When booking the invoice, you can also see which order number this temporary order has been assigned (booking with new posting can only be used if you use our invoice interpreting service).

Change order number

In Media | Reconciliation | List Enter the order number and the entry date. You can also transfer part of the invoice by entering the amount.

Reversing an invoice

This is done under the Booked Invoices tab within Media | Media Invoices.

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