Setting up and Configuring NEOSYS Media System - Revision history

Gregory: /* Alerttypes */

2023-02-28T13:15:45Z

Alerttypes

← Older revision		Revision as of 13:15, 28 February 2023
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	=== Alerttypes ===		=== Alerttypes ===

	There is a fixed list of alert types which control ~~what~~ email ~~is actually~~ sent out.		There is a fixed list of alert types which control the contents of the email sent out.

	Alerttypes ~~have~~ optional ~~following~~ parameters which are position dependent. ~~For example to email all unapproved magazines and newspapers ad to executives the alerttype+parameters would be:~~		Alerttypes are followed by optional parameters which are position dependent.

	~~UNAPPROVED~~:M,N:TOEXEC		<ALERT_TYPE>:[MEDIA_TYPE, ..]:[TOEXEC \| USERNAME, ..] <hour of day, ..>:[day of month, ..]>

	~~but~~ to do all ~~media types put~~:		For example to email all unapproved ads to executives the alerttype+parameters would be:

	UNAPPROVED::TOEXEC		UNAPPROVED::TOEXEC

			or to email users JOE and CLARE, use:

			UNAPPROVED:M,N:JOE,CLARE

			and to email every day at 9am and 5pm use:

			UNAPPROVED:M,N:JOE,CLARE 9,17

			and to email on first day of month, use:

			UNAPPROVED:M,N:JOE,CLARE 9,17:1

	=== Pending Approvals ===		=== Pending Approvals ===

Gregory: /* Pending Invoicing */

2023-02-28T13:13:39Z

Pending Invoicing

← Older revision		Revision as of 13:13, 28 February 2023
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	CREATEALERT MEDIA UNINVOICED::BYEXEC 8 STEVE STEVE,JOAN,NEOSYS (ROS)		CREATEALERT MEDIA UNINVOICED::BYEXEC 8 STEVE STEVE,JOAN,NEOSYS (ROS)

			=== Schedule Pending Approval ===

			For totally unapproved schedules at 9am, use:
			CREATEALERT UNAPPSCH MEDIA UNAPPSCH 9 EXODUS STEVE

			For all approved but then amended schedules, use:
			CREATEALERT UNAPPSCH1 MEDIA UNAPPSCH1 9 EXODUS STEVE

			For both, use:
			CREATEALERT UNAPPSCH2 MEDIA UNAPPSCH2 9 EXODUS STEVE

	=== Stop All Inactive Vehicles ===		=== Stop All Inactive Vehicles ===

Priyanka: /* Configuring the media accruals from the schedules */

2017-10-01T10:26:41Z

Configuring the media accruals from the schedules

← Older revision		Revision as of 10:26, 1 October 2017
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	[[Image:accrual.jpg]]		[[Image:accrual.jpg]]

	If you need the Accrual account to be ACCXXXX (where XXXX is the vehicle code), then you need to assign %VEHICLE% in this file and if you need it to be ACCXXXX (where XXXX is the supplier code), you need to assign %SUPPLIER% in this file.		{{Default media accruals A/c no}}

	== Configuring and Using Material Order Footings ==		== Configuring and Using Material Order Footings ==

Arvind: /* Pending Certifications */

2017-04-13T11:55:41Z

Pending Certifications

← Older revision		Revision as of 11:55, 13 April 2017
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	=== Pending Certifications ===		=== Pending Certifications ===

	Alerttype: "UNCERTIFIED:xxx:yyy" where xxx is a optional list of media types and yyy may be TOEXEC		Alerttype: "UNCERTIFIED:xxx:yyy" where xxx is an optional list of media types and yyy may be TOEXEC

	Example: Email alert to both users JIM and JOAN of all uncertified magazine and newspaper ads. Run as manager STEVE at ~~9am and 4pm~~.		Example: Email alert to both users JIM and JOAN of all uncertified magazine and newspaper ads. Run as manager STEVE at 4 pm.

	CREATEALERT UNCERT MEDIA UNCERTIFIED:M,N 16 STEVE JIM,JOAN (ROS)		CREATEALERT UNCERT MEDIA UNCERTIFIED:M,N 16 STEVE JIM,JOAN (ROS)

Arvind: /* Importing Schedules */

2017-04-04T06:58:11Z

Importing Schedules

← Older revision		Revision as of 06:58, 4 April 2017
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	== Importing Schedules ==		== Importing Schedules ==

	We need a file ~~containing~~ first row ~~with column heading~~ containing the following ~~columns. Case~~ insensitive. Any other column headings will be ignored. Some columns are optional		We need a file with the first row containing the following column headings, case insensitive. Any other column headings will be ignored. Some columns are optional.

	*SCHEDULE NO		*SCHEDULE NO
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	1. Save the file like comma separated value file (CSV) but with TABs instead of commas Text fields should be quoted as usual in CSV files		1. Save the file like comma separated value file (CSV) but with TABs instead of commas Text fields should be quoted as usual in CSV files

	2. Copy/Move the file into NEOSYS/NEOSYS folder where NEOSYS is installed on the server. Cut and paste from GEDIT to NOTEPAD works well in Remmina. ~~Filename~~ should be 8.3 format eg ML1704.CSV		2. Copy/Move the file into NEOSYS/NEOSYS folder where NEOSYS is installed on the server. Cut and paste from GEDIT to NOTEPAD works well in Remmina. The filename should be 8.3 format eg ML1704.CSV

	3. In maintenance mode in TEST DATABASE, validate the file		3. In maintenance mode in TEST DATABASE, validate the file

Arya Mohandas at 06:46, 4 April 2017

2017-04-04T06:46:52Z

← Older revision		Revision as of 06:46, 4 April 2017
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	Get a List of Vehicles in the standard user interface to check that all have been loaded ok.		Get a List of Vehicles in the standard user interface to check that all have been loaded ok.

			== Importing Schedules ==

			We need a file containing first row with column heading containing the following columns. Case insensitive. Any other column headings will be ignored. Some columns are optional

			*SCHEDULE NO

			*PERIOD

			*START DATE

			*STOP DATE

			*BRAND CODE

			*COMPANY CODE

			*MARKET CODE

			*BILL CURRENCY CODE

			*PROPOSAL DATE

			*EXECUTIVE CODE

			*TAX CODE

			*VEHICLE CODE

			*GROSS UNIT BILL

			*DISCOUNT PERC BILL

			*NET UNIT BILL

			*GROSS UNIT COST

			*DISCOUNT PERC COST

			*NET UNIT COST

			*NUMBER OF ADS

			Manual edits may be performed/required eg to convert market names to codes, currency codes to NEOSYS currency codes etc

			1. Save the file like comma separated value file (CSV) but with TABs instead of commas Text fields should be quoted as usual in CSV files

			2. Copy/Move the file into NEOSYS/NEOSYS folder where NEOSYS is installed on the server. Cut and paste from GEDIT to NOTEPAD works well in Remmina. Filename should be 8.3 format eg ML1704.CSV

			3. In maintenance mode in TEST DATABASE, validate the file
			IMPORTSCH ML1704.CSV

			4. If no errors then do the actual import.
			IMPORTSCH ML1704.CSV (U)

			5. If any errors then get a new file or perhaps edit it to fix problems, then repeat from step 1.

			6. If no errors then repeat from validation step in LIVE DATABASE

	== Configuring booking revision orders to be numbered like 999A, 999B, 999C etc. ==		== Configuring booking revision orders to be numbered like 999A, 999B, 999C etc. ==

Priyanka: /* Setting up authorisations for a client with separate planning, booking and invoicing teams who bill at cost */

2015-09-30T10:24:29Z

Setting up authorisations for a client with separate planning, booking and invoicing teams who bill at cost

← Older revision		Revision as of 10:24, 30 September 2015
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	#Planning Team must be able to create schedules and enter planned ads. But they must not be able to issue booking orders.		#Planning Team must be able to create schedules and enter planned ads. But they must not be able to issue booking orders.
	#Booking Team must be able to update the schedule with actual ad dates and issue booking orders. They must not be able to issue invoices.		#Booking Team must be able to only update the schedule with actual ad dates and issue booking orders. They must not be able to issue invoices or make any changes made by the planning team.
	#Invoicing Team must be able to issue invoices and access booking orders.		#Invoicing Team must be able to issue invoices and access booking orders.

	Below are the methods to achieve these objectives:		Below are the methods to achieve these objectives:
	#Put a lock for the task BOOKING ORDER CREATE. This authorisation should be given only to the Booking Team.		#Put a lock for the task BOOKING ORDER CREATE. This authorisation should be given only to the Booking Team.
			#Put a lock for the task SCHEDULE CREATE and SCHEDULE UPDATE PLAN. This authorisation should be given only to the Planning Team
	#The authorisation for BOOKING ORDER ACCESS can be given to all the 3 teams.		#The authorisation for BOOKING ORDER ACCESS can be given to all the 3 teams.
	#Put a lock for the task MEDIA INVOICE CREATE. This authorisation should be given only to the Invoicing Team.		#Put a lock for the task MEDIA INVOICE CREATE. This authorisation should be given only to the Invoicing Team.
	#Also see [[Setting_up_and_Configuring_NEOSYS_Media_System#Setting_up_authorisation_when_there_is_no_difference_between_bill_and_cost\| How to handle operations where there is no difference between bill and cost]]		#Also see [[Setting_up_and_Configuring_NEOSYS_Media_System#Setting_up_authorisation_when_there_is_no_difference_between_bill_and_cost\| How to handle operations where there is no difference between bill and cost]]

Arya Mohandas at 08:21, 14 September 2015

2015-09-14T08:21:41Z

← Older revision		Revision as of 08:21, 14 September 2015
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	In case the staff who are not authorised to see billing figures are authorised to create schedules even though they cannot see the client billing information, as they do the data entry, NEOSYS will fill in the billing information with the standard fees and charges if present on file, or simply copy and use the media costs as the cost to client. Probably other staff, who are responsible for media billing will check and ensure that the billing figures are correct or will uplift and/or add fees etc. before the client is billed.		In case the staff who are not authorised to see billing figures are authorised to create schedules even though they cannot see the client billing information, as they do the data entry, NEOSYS will fill in the billing information with the standard fees and charges if present on file, or simply copy and use the media costs as the cost to client. Probably other staff, who are responsible for media billing will check and ensure that the billing figures are correct or will uplift and/or add fees etc. before the client is billed.

			== Setting up authorisations for a client with separate planning, booking and invoicing teams who bill at cost ==

			The client has an in-house team for planning the ads (Planning team). Booking is done through an intermediary agency (Booking Team) and the Invoicing Team of this intermediary agency issues the invoice to the client. In this scenario, these are the different objectives for each department:

			#Planning Team must be able to create schedules and enter planned ads. But they must not be able to issue booking orders.
			#Booking Team must be able to update the schedule with actual ad dates and issue booking orders. They must not be able to issue invoices.
			#Invoicing Team must be able to issue invoices and access booking orders.

			Below are the methods to achieve these objectives:
			#Put a lock for the task BOOKING ORDER CREATE. This authorisation should be given only to the Booking Team.
			#The authorisation for BOOKING ORDER ACCESS can be given to all the 3 teams.
			#Put a lock for the task MEDIA INVOICE CREATE. This authorisation should be given only to the Invoicing Team.
			#Also see [[Setting_up_and_Configuring_NEOSYS_Media_System#Setting_up_authorisation_when_there_is_no_difference_between_bill_and_cost\| How to handle operations where there is no difference between bill and cost]]

Arya Mohandas at 08:14, 14 September 2015

2015-09-14T08:14:33Z

← Older revision		Revision as of 08:14, 14 September 2015
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	All other tasks should not be authorised to monitoring, especially the common keys AM AMC etc. should not be given unless specifically required.		All other tasks should not be authorised to monitoring, especially the common keys AM AMC etc. should not be given unless specifically required.

			== Setting up authorisation when there is no difference between bill and cost==

			In case NEOSYS is being using internally by clients and not by intermediaries like agencies then NEOSYS may not need to issue invoices or if invoices are issued to sister companies at cost, there may be no need to have any distinction between bill amount and cost amount.

			To do this you should generally remove authorisation from the task "MEDIA COST ACCESS" and generally enable authorisation to "MEDIA INVOICE ACCESS"

			In this case the "cost" side of all screens and reports will be hidden from the users and NEOSYS will appear simpler and present only billing info on all screens and reports. Since Bill=Cost then there is no problem with this.

			== Setting up authorisation to restrict users from seeing media billing information ==

			It is possible to have staff who are authorised to see media costs but not media billing information. This could be the case if you have staff who are "Media Bookers" who operate on schedules entered by "Media Planners"

			To do this you should remove authorisation to do "MEDIA INVOICE ACCESS" so the billing side of all NEOSYS screens and reports will be hidden from the users who are not authorised.

			In case the staff who are not authorised to see billing figures are authorised to create schedules even though they cannot see the client billing information, as they do the data entry, NEOSYS will fill in the billing information with the standard fees and charges if present on file, or simply copy and use the media costs as the cost to client. Probably other staff, who are responsible for media billing will check and ensure that the billing figures are correct or will uplift and/or add fees etc. before the client is billed.

Priyanka at 06:02, 24 December 2014

2014-12-24T06:02:00Z

← Older revision		Revision as of 06:02, 24 December 2014
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	# Add the key AMI to the list of keys for each of the user groups (not each of the users) that previously had access to media invoices (eg finance, media etc) and also include it in the list of keys for the user group for Production Executive (or other groups) that you wish to enable.		# Add the key AMI to the list of keys for each of the user groups (not each of the users) that previously had access to media invoices (eg finance, media etc) and also include it in the list of keys for the user group for Production Executive (or other groups) that you wish to enable.
	# In the Users section, next to '''every''' user who is to have access to media invoices, use the popup to change the menu to be "Production Media" if they had "Production" before or to "Production Media Management" if they had "Production Management" before. Management gives them access to the billing analysis reports subject to further authorisations.		# In the Users section, next to '''every''' user who is to have access to media invoices, use the popup to change the menu to be "Production Media" if they had "Production" before or to "Production Media Management" if they had "Production Management" before. Management gives them access to the billing analysis reports subject to further authorisations.

			== Enabling Minimal Access to Certificate File for Monitoring Department Staff ==

			The following tasks are required at a minimum.<br>

			COMPANY ACCESS or COMPANY ACCESS "X"<br>

			CERTIFICATE ACCESS - AMCF<br>
			CERTIFICATE CREATE – UMCF or CMCF<br>
			CERTIFICATE UPDATE – UMCF<br>
			MENU MENU – AM0<br>
			SCHEDULE ACCESS OTHERS – AM0<br><br>

			MEDIA COST ACCESS - Not required<br>

			<b>Suggested locks</b><br>
			AMCF – Access Media Certificate File<br>
			UMCF – Update Media Certificate File (required to change or remove certification data)<br>
			CMCF – Create Media Certificate File (required to enter new certification data)<br>
			AM0 – Access Media Level 0 – given to all media staff including Monitoring Staff<br><br>

			All other tasks should not be authorised to monitoring, especially the common keys AM AMC etc. should not be given unless specifically required.