Media FAQ - Revision history

Arvind: Minor corrections

2026-11-05T12:37:16Z

Minor corrections

← Older revision		Revision as of 12:37, 5 November 2026
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	===How do I cancel/credit note an invoice?===		===How do I cancel/credit note an invoice?===

	The NEOSYS Media Schedule very flexible and quickly become unmanageable if users allow intricate mixing of pending invoicing and credit noting via the different methods.		The NEOSYS Media Schedule is very flexible and can quickly become unmanageable if users allow intricate mixing of pending invoicing and credit noting via the different methods.

	We strongly recommend ~~that~~ users to keep things simple an keep the pending invoicing and pending credit noting states separate if possible.		We strongly recommend users to keep things simple and keep the pending invoicing and pending credit noting states separate if possible.

	There are three methods:		There are three methods:
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	#Click 'Create Proforma' button to check all is OK.		#Click 'Create Proforma' button to check all is OK.
	#Click 'Create Invoice' button		#Click 'Create Invoice' button
	~~#If the Finance module is enabled, don’t forget to post the credit note in journals created.~~

	====Credit note by reduction in an invoiced bill amount====		====Credit note by reduction in an invoiced bill amount====
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	====Credit note for individual invoiced ad dates/spots of a schedule====		====Credit note for individual invoiced ad dates/spots of a schedule====

	Useful when individual ads spots ~~failed~~ to ~~air~~.		Useful when individual ads spots need to be cancelled or corrected.

	1.. Click the 'Dates' button on the vehicle line/row of the dates you want to credit note		1.. Click the 'Dates' button on the vehicle line/row of the dates you want to credit note
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	[[File:Creditnote by deleting invoiced ads.6.png.png\|frameless\|499x499px]]		[[File:Creditnote by deleting invoiced ads.6.png.png\|frameless\|499x499px]]

	5. ~~When you are returned to the schedule, click~~ OK on the popup to confirm reduction.		5. Click OK on the popup to confirm reduction.

	[[File:Creditnote by deleting invoiced ads.7.png.png\|frameless]]		[[File:Creditnote by deleting invoiced ads.7.png.png\|frameless]]
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	Check the Proforma is all OK then click Invoice.		Check the Proforma is all OK then click Invoice.

	~~Don’t forget to post the invoice journals created.~~

	===How to invoice a specific range of ads in a schedule spanning over many months?===		===How to invoice a specific range of ads in a schedule spanning over many months?===

Gregory: /* Credit note for individual invoiced ad dates/spots of a schedule */

2026-11-05T11:14:37Z

Credit note for individual invoiced ad dates/spots of a schedule

Show changes

Gregory: /* How do I cancel/credit note an invoice? */

2026-11-05T10:53:42Z

How do I cancel/credit note an invoice?

@@ Line 52: / Line 52: @@
 ===How do I cancel/credit note an invoice?===
-#Click invoice on the schedule file.
+The NEOSYS Media Schedule very flexible and quickly become unmanageable if users allow intricate mixing of pending invoicing and credit noting via the different methods.
-OLD Method:
+We strongly recommend that users to keep things simple an keep the pending invoicing and pending credit noting states separate if possible.
-To cancel an Invoice in media you need to:
 #Click the INVOICE button at the top of the dates column (you will be asked to update the version number (say no) and save the schedule (say yes)
 #In the invoice creation screen don’t chose any options (except maybe enter the invoice date) and click "Proforma"

Arvind: /* Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? */

2025-12-15T06:24:43Z

Why is invoicing with tax per line blocked when schedule has document level Discount/Fee?

← Older revision		Revision as of 06:24, 15 December 2025
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	===Possible issue with this workaround:===		===Possible issue with this workaround===

	There is an important difference between using a fee/discount vehicle and entering fee/discount at bottom of the schedule.		There is an important difference between using a fee/discount vehicle and entering fee/discount at bottom of the schedule.

Arvind: /* Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? */

2025-12-15T06:20:46Z

Why is invoicing with tax per line blocked when schedule has document level Discount/Fee?

← Older revision		Revision as of 06:20, 15 December 2025
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	If a schedule has fee/discount entered at the bottom and if you choose to show the "Tax" column when creating the invoice, the below error message will appear:		If a schedule has fee/discount entered at the bottom and if you choose to show the "Tax" column when creating the invoice, the below error message will appear:

	~~TAX CANNOT BE SHOWN IN COLUMNS IF ANY DISCOUNT~~% ~~OR FEE& IS APPLIED IN THE SCHEDULE FOOTING TO THE TOTAL SCHEDULE~~		Tax cannot be shown in columns if any Discount% or Fee% is applied in the schedule footing to the total

	[[File:Errormsg.png]]		[[File:Errormsg.png]]

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	Initial Setup:		Initial Setup:

	~~Please follow~~ below steps:		Follow below steps:

	1. Create a new media types file:		1. Create a new media types file:

	[[File:Media types.png~~\|689x689px~~]]		[[File:Media types.png]]


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	~~How to~~ apply document level discount as a vehicle?		4. To apply document level discount as a vehicle:

	[[File:Discount vehicle line.png~~\|824x824px~~]]		[[File:Discount vehicle line.png]]

	~~Make sure to type~~ 'NEGATIVE' in the Private Comments sections, otherwise you will not be able to enter a negative discount amount.		Type 'NEGATIVE' in the Private Comments sections, otherwise you will not be able to enter a negative discount amount.

	[[File:Private comment.png~~\|414x414px~~]]		[[File:Private comment.png]]


	Proceed ~~for~~ saving the schedule:		5. Proceed with saving the schedule:

	[[File:WARNING2.png~~\|341x341px~~]]		[[File:WARNING2.png]]


	~~The~~ reason ~~could be anything, but for this example we are choosing the following~~:		6. Enter any reason:

	[[File:Reasoning.png~~\|575x575px~~]]		[[File:Reasoning.png]]


	~~Tick~~ the 'Tax' Column:		7. Invoice the schedule and click the 'Tax' Column on the "New Media Invoices" page:

	~~[[File:Heading for click on tax.png\|755x755px]]~~

	[[File:Click on tax.png]]		[[File:Click on tax.png]]
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	Resulting Invoice:		Resulting Invoice:

	[[File:Invoice print for discount on vehcile2.png~~\|698x698px~~]]		[[File:Invoice print for discount on vehcile2.png]]


	How to apply document level Fee as a vehicle?		8. How to apply document level Fee as a vehicle?

	[[File:Fee vehicle line.png.png~~\|856x856px~~]]		[[File:Fee vehicle line.png.png]]

	Tick the tax column as shown in ~~the screenshot above~~.		9. Tick the tax column as shown in previous section.


	How it appears on Journals in the Finance module:		How it appears on Journals in the Finance module:

	~~The discount/fee amount is posted to the 'Other Media Income' A/c instead, whereas when using the usual document level discount/fee the amount is applied to each~~		Journal entries for vehicle line fee:
	vehicle~~'s media income account. (see last screenshot for comparison)~~

	~~Fee case:~~

	~~[[File:Journal~~ fee~~.png\|972x972px]]~~


	~~Discount case~~:

	[[File:Journal ~~discount2~~.png~~\|978x978px~~]]		[[File:Journal fee.png]]


	~~Compared with the journals created if usual document level~~ discount ~~field used~~:		Journal entries for vehicle line discount:

	[[File:~~Discount document level journal~~.png~~\|983x983px~~]]		[[File:Journal discount2.png]]


	Possible issue with this workaround:		===Possible issue with this workaround:===

	There is an important difference between using a fee/discount vehicle and entering fee/discount at bottom of the schedule.		There is an important difference between using a fee/discount vehicle and entering fee/discount at bottom of the schedule.

Saif at 11:27, 12 December 2025

2025-12-12T11:27:43Z

Show changes

Saif: /* Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? */

2025-12-12T08:39:44Z

Why is invoicing with tax per line blocked when schedule has document level Discount/Fee?

← Older revision		Revision as of 08:39, 12 December 2025
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	== Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? ==		== Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? ==

			=== Problem ===
	Unfortunately this is a NEOSYS limitation. The work around is to record the Discount/Fee as a vehicle line.		Unfortunately this is a NEOSYS limitation. The work around is to record the Discount/Fee as a vehicle line.

Arvind at 06:41, 12 December 2025

2025-12-12T06:41:23Z

← Older revision		Revision as of 06:41, 12 December 2025
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	Please follow below steps:		Please follow below steps:

	==== Initial Setup ====		=== Initial Setup ===
	1. Create a new media types file:		1. Create a new media types file:

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	==== How to apply document level discount as a vehicle? ====		=== How to apply document level discount as a vehicle? ===
	[[File:Discount vehicle line.png\|824x824px]]		[[File:Discount vehicle line.png\|824x824px]]

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	[[File:Invoice print for discount on vehcile2.png\|698x698px]]		[[File:Invoice print for discount on vehcile2.png\|698x698px]]

	==== How to apply document level Fee as a vehicle? ====		=== How to apply document level Fee as a vehicle? ===
	[[File:Fee vehicle line.png.png\|856x856px]]		[[File:Fee vehicle line.png.png\|856x856px]]

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	==== How it appears on Journals in the Finance module~~: =~~===		=== How it appears on Journals in the Finance module ===
	The discount/fee amount is posted to the 'Other Media Income' A/c instead, whereas when using the usual document level discount/fee the amount is applied to each		The discount/fee amount is posted to the 'Other Media Income' A/c instead, whereas when using the usual document level discount/fee the amount is applied to each

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	~~TODO: Add instructions on how to generate exactly the same journal entries by adding different disc~~/fee ~~vehicles based on the different media types used in~~ the schedule.		===Possible issue with this workaround===
			There is an important difference between using a fee/discount vehicle and entering fee/discount at bottom of the schedule.

	~~e.g~~ a schedule has ~~two vehicles of different~~ media types ~~(∴ diff media~~ income a/c), ~~you want to apply 10% doc level~~ discount ~~but you want~~ the ~~10% amounts to go to each~~		In a schedule that has multiple media types with different income and cost accounts, when you enter fee/discount at the bottom of the schedule, the fee/discount amount is distributed across all the income and cost accounts involved.

	of the vehicle~~'s media type~~ income accounts ~~(and not into the 'Other Media' income A~~/c).		Whereas, if you enter the fee/discount as a new vehicle line, the fee/discount amount will reflect only in the income and cost accounts of that fee/discount vehicle.

	So create ~~disc~~/~~fee~~ vehicles ~~applicable to~~ each media type:		So if the fee/discount MUST be distributed across all media types used in the schedule, then you must create separate fee/discount vehicles for each media type.

	~~Veh line 1: GUNE - Gulf News (Newspaper Income A/c) Net 1000.00~~

	~~Veh line 2: GURA - Gulf Radio (Radio Income A/c) Net 2000.00~~

	~~Veh line 3: DFNE - Disc/Fee (Newspaper) Discount of -5% on 1000.00 = Net: -50.00~~

	~~Veh line 4: DFRA - Disc/Fee (Radio) Discount of -5% on 2000.00 = Net: -100~~.00

Saif: /* How to apply document level discount as a vehicle? */

2025-12-05T08:41:05Z

How to apply document level discount as a vehicle?

← Older revision		Revision as of 08:41, 5 December 2025
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	[[File:Discount vehicle line.png\|824x824px]]		[[File:Discount vehicle line.png\|824x824px]]

	Make sure to type 'NEGATIVE' in the Private Comments sections:		Make sure to type 'NEGATIVE' in the Private Comments sections, otherwise you will not be able to enter a negative discount amount.

	[[File:Private comment.png\|414x414px]]		[[File:Private comment.png\|414x414px]]
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	~~Result~~:
			Resulting Invoice:

	[[File:Invoice print for discount on vehcile2.png\|698x698px]]		[[File:Invoice print for discount on vehcile2.png\|698x698px]]
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	~~Result~~:
			Resulting Invoice:

	[[File:Invoiced fee vehicleline.png.png\|697x697px]]		[[File:Invoiced fee vehicleline.png.png\|697x697px]]
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	==== How it appears on Journals in the Finance module ====		==== How it appears on Journals in the Finance module: ====
	~~After applying~~ the Fee:		The discount/fee amount is posted to the 'Other Media Income' A/c instead, whereas when using the usual document level discount/fee the amount is applied to each

			vehicle's media income account. (see last screenshot for comparison)


			Fee case:

	[[File:Journal fee.png\|972x972px]]		[[File:Journal fee.png\|972x972px]]
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	~~After applying the~~ Discount:
			Discount case:

	[[File:Journal discount2.png\|978x978px]]		[[File:Journal discount2.png\|978x978px]]
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	~~In comparison~~ with usual document level discount:
			Compared with the journals created if usual document level discount field used:

	[[File:Discount document level journal.png\|983x983px]]		[[File:Discount document level journal.png\|983x983px]]




			TODO: Add instructions on how to generate exactly the same journal entries by adding different disc/fee vehicles based on the different media types used in the schedule.

			e.g a schedule has two vehicles of different media types (∴ diff media income a/c), you want to apply 10% doc level discount but you want the 10% amounts to go to each

			of the vehicle's media type income accounts (and not into the 'Other Media' income A/c).

			So create disc/fee vehicles applicable to each media type:

			Veh line 1: GUNE - Gulf News (Newspaper Income A/c) Net 1000.00

			Veh line 2: GURA - Gulf Radio (Radio Income A/c) Net 2000.00

			Veh line 3: DFNE - Disc/Fee (Newspaper) Discount of -5% on 1000.00 = Net: -50.00

			Veh line 4: DFRA - Disc/Fee (Radio) Discount of -5% on 2000.00 = Net: -100.00

Saif: /* Why is invoicing with tax per line blocked when schedule has document level Discount/Fee? */

2025-12-05T08:03:07Z

Why is invoicing with tax per line blocked when schedule has document level Discount/Fee?

← Older revision		Revision as of 08:03, 5 December 2025
Line 802:		Line 802:
	Please follow below steps:		Please follow below steps:

	==== Setup: ====		==== Initial Setup ====
	1. Create a new media types file:		1. Create a new media types file: