= Medieplaner och ordrar =

Mediaplaner och ordrar

Denna manual är en introduktion i hur du lägger upp medieplaner och ordrar i Marathon.

Medieplaner

I Medieplaner skapas nya planer och skisser. Ordrar skapas som skickas direkt till medierna via e-post eller fax.

Klicka på Medieplaner på startsidan

Snabbsök	Sökning i medieplanslistan efter valfri information.
Ny	Skapa en ny plan.
Öppna	Öppna planen som är markerad.
Utskrift	Möjlighet att skriva ut den/de planer som är markerade.
Materiallista	Export till Excel med selekteringsmöjlighet.
Sök plan	För att söka efter en enstaka plan.
Sök	För sökning efter en order.
Export	Utskrift av planuppgifter till Excel.
Massändra	Möjlighet att ändra flera markerade planer samtidigt.
End aktiva	Bara aktiva planer visas.
End egna	Enbart de medieplaner man själv står som ägare på visas.
Fr o m införingsår	Möjlighet att begränsa planlistan till de som har införande under det valda året.
Ägare	Välj ägare för att se dennes planer.
Grupp	Välj grupp/grupper för att se dess mediaplaner.

När man skapar en ny plan ska uppgifterna i fliken Planhuvud fyllas i. Här uppges de generella upplysningarna för planen med kund, avdelning, plannamn, avtal och annan information.

När alla grunduppgifter är ifyllda sparas planen med knappen Spara. Planen får då ett nummer. Återställ = ångra.

Kopiera plan

Man kan kopiera en existerande medieplan. När du trycker på Kopiera visas en sökruta och du kan välja plan.

Genom att kopiera en plan kopieras allt som är registrerat på planen.

Det går också att kopiera delar av en plan genom att först välja plan och därefter en eller flera ordrar.

Huvud

När en plan skapas kommer du till fliken Huvud. Här anges planens allmänna information. När medieplanen är skapad kan man antingen göra en skiss eller skapa ordrar.

Avdelning	Planutskrifter och fakturor kan separeras per avdelning. De kan också användas för statistik.
Kampanj	Möjlighet att knyta ihop flera planer till en kampanj för utskrifter, rapporter.
Kontaktperson	Kan skrivas ut på fakturor.
Projekt	Om planen ska knytas samman med ett projekt ska projektet väljas här.
Referensnummer	Skrivs ut på planen, fakturan och i rapporter.
Avtal	Kundavtal måste anges. Detta avtal styr betingelserna på alla planens ordrar såvida man inte anger ett avvikande avtal på order eller prisrad.
Fakt. Datum	Möjligt att ange ett avvikande faktureringsdatum som syr över ordinarie faktureringsrutin.
Faktureringsvaluta/Kurs	Se separat manual för hur valuta hanteras i Marathon.
Grupp	Om till exempel intäkter redovisas per grupp (avdelning inom företaget) kan man göra detta till en obligatorisk uppgift. Gruppen kan också hämtas som defaultvärde från kundregistret.
Ägare	Den medarbetare som är planägare. Valet ”End egna” styrs av planägare och det är även ett urval i avstämning av mediafakturor.
Aktiv	Innebär att planen visas när man valt ”End aktiva” i listan över planer. Ta bort markeringen om planen ska inaktiveras . Naktiverade planer kan fortfarande faktureras.
Kommentar	En intern kommentar som syns på planhuvudet.
Godkänd av	och Datum Vem som godkänt planen och vilket datum den blev ghodkänd. Syns enbart inne på planhuvudet.
Kreditberäkna preliminära ordrar	Kryssa för om även preliminära ordrar ska räknas mot kundens kreditlimit.
Planmärkning 1, 2, 3	Egen märkning som kan skrivas ut i rapporter.
Tabellregistrering	Se separat manual.

Skiss

Planskissen hämtar information från Mediedatabasen och beräknar CTC enligt kundavtalet som är valt i planhuvudet. Det går inte att skicka ordrar till medierna från skissen, den har ingen koppling till vanliga bokningar.

Man kan ha upprättat flera skisser som kampanjförslag och sedan automatiskt omvandla en skiss till ordrar på planen, så att man slipper lägga upp dem manuellt. Ordrarna får statusen preliminära. Skissen kan skrivas ut till PDF eller Excel.

Så här skapar du en skiss:

Klicka på fliken Skiss.

• Välj Ny och ange namn och eventuellt en kommentar.

• Välj media och klicka på Mediedatabas. Där får du information om placering, format, färg, antal införanden, införandedatum, bruttopris med mera.

• Tryck på ”Uppdatera order” inne i mediadatabasen. Placering du valt där hämtas till skissen.

• Skriv in den förhandlade rabatten.

• Införanden för TV, radio, sök, internet, bio registreras manuellt, inte via databasen.

• Spara.

Utskrift

Med skräddarsydda utskriftsmallar kan du skriva ut en detaljerad ekonomisk plan baserad på skissen till PDF eller Excel.

Grafisk plan

Under Grafisk plan visas en översikt över införandena per dag eller vecka, om datumen är angivna i skissen. Klicka på Kalkyl för att skriva ut till Excel.

Skapa ordrar från skiss

När skissen är godkänd kan du skapa ordrar från den genom att trycka på ”Skapa ordrar”. Om ordrarna redan existerar får man en varning.

Registrera order

En order består av flera delar.

Orderhuvud	Här uppges ordern generella uppgifter.
Införande	Här registreras införandena som i sin tur består av olika prisrader.

Functions in the order tab:

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'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:

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.
P	Preliminary
R	Definitive order
X	Alteration (Changed) order
I	Cancellation order
RF	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.

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.

Insertion status	Insertions on a definitive order can have their status changed to S - do not invoice and A - 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: P – Preliminary and I - Cancelled.

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.

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.

Media combination

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

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.

Other

This tab shows information about currencies and some other things.

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.

Local printout	Print to PDF.
Fax/E-mail	Send via Marathon'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.

P = printed to PDF.
F = faxed
M = mailed
N = 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.

Printouts

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

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.

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.

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.

The export is printed to Excel.

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.

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.

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.

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.

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.

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.