Media estimate [in-depth guide]
Guide contents: Overview | Special fields | Main input | Orders tab
Media estimates are used as an organizing element for all of your insertion & broadcast orders by clients. 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 & insertion order can be linked to a media estimate and viewed & printed from the Estimate screen.
There are several fields in the system that you may or may not see based on your options, but you will see them mentioned in the help guide. These include:
If you do not see these fields in your system, but do see them in the help guide, don't worry. These options are used for advanced financial tracking options in the general ledger. These options are covered in your initial setup training. If you do not see them now, you probably don't need them.
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 below. The user can then enter specific details about this estimate like a campaign, (which is created per client from Menu > Project > Campaign). A campaign can last a long period of time. A project number, task & class can be entered. The client division & client product are created under Menu > Billing > Client > select client from list > select the division or Product tab. A division can have multiple products. Once a division is selected from the dropdown menu, the corresponding products will appear 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 to the estimate can be made to all the orders tied to it by clicking on the Update orders action.
The Orders tab displays all orders that were put onto this estimate. The estimate is tied to the orders by 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.