Media Estimate

Overview

Media Estimates are used as an organizing element for all of your insertion and broadcast orders by client. The current release does not support a specific estimating capability for media. The estimate is also used for integrating the system with other media buying systems. Each broadcast and Insertion order can be linked to a Media Estimate and can be viewed and printed from the Estimate Screen.

Special Fields

There are several fields in the system that you may or may not see based on your options, but you will see mentioned in the help guide. These include:

• Company

• Office

• Department

• Item

• Task

• Class

If you do not see these fields in your system, but do see them in the help guide, don't��t worry. These options are used for advanced financial tracking option in the general ledger. These options are covered in your initial setup training. If you do not��t see them now, you probably do not��t need them.

Main Input

Create a new media estimate from Menu > Media > Media Estimates > click . The user can then select an active Client and the Edit Estimate screen will show up as below. The user can then enter specific details about this estimate like Campaign, which is created by Client from Menu > Project > Campaign. A campaign can last a long period of time. A project number, task and class can be entered. The Client Division and Client Product are created under Menu >  Billing > Client > select client from list > select Division or Product tab. A division can have multiple products. Once a division is selected from the dropdown menu, the corresponding products will show up in the Client Product dropdown menu. The Flight Interval changes the lines that can be entered under the line items for the Broadcast orders. After creating an estimate, Orders can be tied back to the estimate while entering them. Any changes made to the estimate can be made to all the Orders tied to it by clicking on the Update Orders action.

Orders Tab

The orders tab displays all orders that were put onto this estimate. The estimate is tied to the orders when entering either the IO or the BO. The standard listing screen allows the user to search for orders based on Vendor ID, Order Number, range of Order dates or Status and further drill down to the order by clicking on the pencil icon.