Using NEOSYS Agency System - Revision history

Gregory: /* Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices */

2019-09-23T06:23:28Z

Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices

← Older revision		Revision as of 06:23, 23 September 2019
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	As a principle, billing analysis should agree with finance P&L continuously. If the one disagrees with the other at any point, then we can say that either one or the one is not a true statement of the facts, or that one of them is out of date. Neither option seems appealing.		As a principle, billing analysis should agree with finance P&L continuously. If the one disagrees with the other at any point, then we can say that either one or the one is not a true statement of the facts, or that one of them is out of date. Neither option seems appealing.

	However there is a far greater advantage to keeping the billing analysis in agreement with the P&L. If the operational departments can make the billing analysis say a different thing from the finance, then each department can do their own thing and this is uncontrolled behaviour. NEOSYS binds two departments loosely together and forces BOTH to become better organised and more up to date. This ~~in an~~ subtle and powerful advantage of using NEOSYS.		However there is a far greater advantage to keeping the billing analysis in agreement with the P&L. If the operational departments can make the billing analysis say a different thing from the finance, then each department can do their own thing and this is uncontrolled behaviour. NEOSYS binds two departments loosely together and forces BOTH to become better organised and more up to date. This is a subtle and powerful advantage of using NEOSYS.

	Operational departments and finance departments are often used to working independently but this is generally considered a bad idea in an integrated online world. They often expect and want to use NEOSYS to replicate what they were doing before using NEOSYS. However, NEOSYS is by default setup to encourage interdependence between operational departments and the finance team. This fosters good practices and mitigates old disjointed, uncontrolled, independent and duplicated work.		Operational departments and finance departments are often used to working independently but this is generally considered a bad idea in an integrated online world. They often expect and want to use NEOSYS to replicate what they were doing before using NEOSYS. However, NEOSYS is by default setup to encourage interdependence between operational departments and the finance team. This fosters good practices and mitigates old disjointed, uncontrolled, independent and duplicated work.

Arvind at 13:48, 17 September 2018

2018-09-17T13:48:35Z

← Older revision		Revision as of 13:48, 17 September 2018
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	You can select one item from each of the above groups to automatically generate the column title from the options that you have selected in the Information type and Category columns. This is useful when you choose multiple Information Types and Categories. The various forms of capitalisation allow you to choose the style as initial capitalisation, full capitalisation and all lower case.		You can select one item from each of the above groups to automatically generate the column title from the options that you have selected in the Information type and Category columns. This is useful when you choose multiple Information Types and Categories. The various forms of capitalisation allow you to choose the style as initial capitalisation, full capitalisation and all lower case.

	=== Designing billing analysis report to show 'Type' as columns ===		== Designing billing analysis report to show 'Type' as columns ==

	NEOSYS allows you to display Media or Job Types as column headings in Billing Analysis reports, by choosing the "Selected Type" option to choose a particular Type and entering the corresponding Type's name as the column's Title.		NEOSYS allows you to display Media or Job Types as column headings in Billing Analysis reports, by choosing the "Selected Type" option to choose a particular Type and entering the corresponding Type's name as the column's Title.

Joel: /* Defining Column Titles in Billing Analysis Column Design */

2018-09-17T06:10:01Z

Defining Column Titles in Billing Analysis Column Design

← Older revision		Revision as of 06:10, 17 September 2018
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	You can select one item from each of the above groups to automatically generate the column title from the options that you have selected in the Information type and Category columns. This is useful when you choose multiple Information Types and Categories. The various forms of capitalisation allow you to choose the style as initial capitalisation, full capitalisation and all lower case.		You can select one item from each of the above groups to automatically generate the column title from the options that you have selected in the Information type and Category columns. This is useful when you choose multiple Information Types and Categories. The various forms of capitalisation allow you to choose the style as initial capitalisation, full capitalisation and all lower case.

			=== Designing billing analysis report to show 'Type' as columns ===

			NEOSYS allows you to display Media or Job Types as column headings in Billing Analysis reports, by choosing the "Selected Type" option to choose a particular Type and entering the corresponding Type's name as the column's Title.

			[[image:reportbytype.png]]

	== Designing multiperiod billing analysis columns ==		== Designing multiperiod billing analysis columns ==

Arvind: Moved "Unspecified Executive(s)" to Troubleshooting Agency

2018-09-05T13:24:01Z

Moved "Unspecified Executive(s)" to Troubleshooting Agency

← Older revision		Revision as of 13:24, 5 September 2018
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	It is also possible to configure NEOSYS to post all generated finance journals immediately. There may be cases where the posting cannot be done immediately because of finance validation issues and in this case NEOSYS falls back to leave the problematic journals unposted for manual invention prior to posting.		It is also possible to configure NEOSYS to post all generated finance journals immediately. There may be cases where the posting cannot be done immediately because of finance validation issues and in this case NEOSYS falls back to leave the problematic journals unposted for manual invention prior to posting.

	~~=== Unspecified Executives in Billing analysis reports ===~~

	If a billing analysis report shows "Unspecified executives" where the executive name is expected to appear, this means that the executive name has not been entered in the Client & Brand file. NEOSYS first searches for the executive name entered in the brand level in the Client & Brand file. If not available, then it uses the executive name entered at the top of that Client & Brand file.

	If an executive enters their name in a schedule/job file for a brand that already has another executive name entered in the Client and Brand file, then billing analysis report will show the executive name entered in the client and brand file, and not that entered in the schedule/job file.

	== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==		== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==

Arvind: /* Unspecified Executives in Billing analysis reports */

2018-09-05T13:18:13Z

Unspecified Executives in Billing analysis reports

← Older revision		Revision as of 13:18, 5 September 2018
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	=== Unspecified Executives in Billing analysis reports ===		=== Unspecified Executives in Billing analysis reports ===

	Unspecified executives ~~means that~~ executive name ~~on the Job or Schedule file~~, ~~does not match either~~ the executive name ~~for the Client or per brand Brand,~~ in the Client & Brand ~~File~~. NEOSYS ~~gets~~ the executive name on the ~~billing analysis code by first searching for~~ the ~~corresponding brand, and if~~ not available ~~will take~~ the ~~client~~ executive~~. This means~~ that ~~there is one executive for each brand~~. If ~~another~~ executive enters their name ~~for~~ a schedule for that ~~same brand~~, ~~the~~ billing analysis report will show ~~that voucher under~~ the executive name ~~already defined~~ in the brand ~~executive field~~ and not ~~theirs~~.		If a billing analysis report shows "Unspecified executives" where the executive name is expected to appear, this means that the executive name has not been entered in the Client & Brand file. NEOSYS first searches for the executive name entered in the brand level in the Client & Brand file. If not available, then it uses the executive name entered at the top of that Client & Brand file.

			If an executive enters their name in a schedule/job file for a brand that already has another executive name entered in the Client and Brand file, then billing analysis report will show the executive name entered in the client and brand file, and not that entered in the schedule/job file.

	== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==		== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==

Gregory: /* Unspecified Executives in Billing analysis reports */

2018-09-05T12:54:53Z

Unspecified Executives in Billing analysis reports

← Older revision		Revision as of 12:54, 5 September 2018
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	=== Unspecified Executives in Billing analysis reports ===		=== Unspecified Executives in Billing analysis reports ===

	Unspecified executives means that executive name is not ~~specified~~ for the ~~client~~ or brand. NEOSYS gets the executive name on the billing analysis code by first searching for the corresponding brand, and if not available will take the client executive. This means that there is one executive for each brand. If another executive enters their name for a schedule for that ~~client~~, the billing analysis report will show that voucher under ~~unspecified~~ executive.		Unspecified executives means that executive name on the Job or Schedule file, does not match either the executive name for the Client or per brand Brand, in the Client & Brand File. NEOSYS gets the executive name on the billing analysis code by first searching for the corresponding brand, and if not available will take the client executive. This means that there is one executive for each brand. If another executive enters their name for a schedule for that same brand, the billing analysis report will show that voucher under the executive name already defined in the brand executive field and not theirs.

	== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==		== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==

Gregory: /* How does billing analysis code work? */

2018-09-05T12:33:57Z

How does billing analysis code work?

← Older revision		Revision as of 12:33, 5 September 2018
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	A billing analysis code has multiple parts as given below that identify all the possible break-downs of company revenue. Whereas the P&L accounts are typically only broken by type of business.		A billing analysis code has multiple parts as given below that identify all the possible break-downs of company revenue. Whereas the P&L accounts are typically only broken by type of business.

	28/291clientcodemarketcodesuppliercode*media/jobtype		28/291clientcodemarketcodesuppliercodemedia/jobtype???*executivename

	28/29 stands for income/cost account.		28/29 stands for income/cost account.
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	If a particular account number in the finance module is mentioned in the job or media types file then that account is considered to be a P&L billing or cost account. The NEOSYS finance module imposes a restriction that all postings to P&L billing and cost accounts must have an analysis code. This restriction applies at a low level and is therefore regardless of the journal type or the source being automatic or manually entered. By comparison, postings to any other account NEOSYS Finance module imposes a restriction that they cannot have an analysis code. The end result is that the billing and cost section of the NEOSYS Profit and Loss report will always agree, to the cent, with the NEOSYS billing analysis reports.		If a particular account number in the finance module is mentioned in the job or media types file then that account is considered to be a P&L billing or cost account. The NEOSYS finance module imposes a restriction that all postings to P&L billing and cost accounts must have an analysis code. This restriction applies at a low level and is therefore regardless of the journal type or the source being automatic or manually entered. By comparison, postings to any other account NEOSYS Finance module imposes a restriction that they cannot have an analysis code. The end result is that the billing and cost section of the NEOSYS Profit and Loss report will always agree, to the cent, with the NEOSYS billing analysis reports.

	NEOSYS billing analysis reports are, by default, based on actual posted vouchers on income and cost accounts in the finance module. Such postings are usually generated by the various billing modules of NEOSYS but can also be entered manually directly into the finance journals for adjustments and billing or cost matters not handled by NEOSYS billing modules like annual discounts		NEOSYS billing analysis reports are, by default, based on actual posted vouchers on income and cost accounts in the finance module. Find more on why [[Using_NEOSYS_Agency_System#Why_is_NEOSYS_billing_analysis_based_by_default_on_POSTED_invoices_and_not_ISSUED_invoices \| Billing Analysis reports are based on posted vouchers]]. Such postings are usually generated by the various billing modules of NEOSYS but can also be entered manually directly into the finance journals for adjustments and billing or cost matters not handled by NEOSYS billing modules like annual discounts

	NEOSYS billing analysis reports can also be customized to show billings at prior stages like budget/forecast/plan/scheduled/invoiced billings etc. However, this discussion is related to analysis codes here and that is relevant only to posted vouchers.		NEOSYS billing analysis reports can also be customized to show billings at prior stages like budget/forecast/plan/scheduled/invoiced billings etc. However, this discussion is related to analysis codes here and that is relevant only to posted vouchers.
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	It is also possible to configure NEOSYS to post all generated finance journals immediately. There may be cases where the posting cannot be done immediately because of finance validation issues and in this case NEOSYS falls back to leave the problematic journals unposted for manual invention prior to posting.		It is also possible to configure NEOSYS to post all generated finance journals immediately. There may be cases where the posting cannot be done immediately because of finance validation issues and in this case NEOSYS falls back to leave the problematic journals unposted for manual invention prior to posting.

			=== Unspecified Executives in Billing analysis reports ===

			Unspecified executives means that executive name is not specified for the client or brand. NEOSYS gets the executive name on the billing analysis code by first searching for the corresponding brand, and if not available will take the client executive. This means that there is one executive for each brand. If another executive enters their name for a schedule for that client, the billing analysis report will show that voucher under unspecified executive.

	== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==		== Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices ==

Joel: /* Why doesn't NEOSYS allow canceling or amendment of Invoices after issue? */

2018-06-27T13:39:41Z

Why doesn't NEOSYS allow canceling or amendment of Invoices after issue?

← Older revision		Revision as of 13:39, 27 June 2018
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	NEOSYS makes it easy to cancel invoices or amend invoices so this is not really an issue, and, in the end, it is better to have a complete record of all cancellation or amendments in NEOSYS.		NEOSYS makes it easy to cancel invoices or amend invoices so this is not really an issue, and, in the end, it is better to have a complete record of all cancellation or amendments in NEOSYS.

	=== Why doesn't NEOSYS allow ~~canceling~~ or amendment of Invoices after issue? ===		=== Why doesn't NEOSYS allow cancelling or amendment of Invoices after issue? ===

	This is done to maintain traceability in the system. It is quite possible that a booking order/invoice may be sent out immediately after generation. In such scenarios deletion of documents in the system, after the document are sent out, can lead to errors in accounting.		This is done to maintain traceability in the system. It is quite possible that a booking order/invoice may be sent out immediately after generation. In such scenarios deletion of documents in the system, after the document are sent out, can lead to errors in accounting.
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	Once an invoice has been issued then it has an existence outside of the NEOSYS system in the form of files, printouts and emails etc.		Once an invoice has been issued then it has an existence outside of the NEOSYS system in the form of files, printouts and emails etc.

	There is no way to be sure that someone has not sent (and will not send) the ~~canceled~~ invoice to the client.		There is no way to be sure that someone has not sent (and will not send) the cancelled invoice to the client.

	Similarly, if you amend an invoice then there would be two or more possibly completely different invoices in existence with exactly the same number.		Similarly, if you amend an invoice then there would be two or more possibly completely different invoices in existence with exactly the same number.

Steve at 18:10, 2 April 2018

2018-04-02T18:10:05Z

← Older revision		Revision as of 18:10, 2 April 2018
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	This covers tasks common to both the NEOSYS Media System and the NEOSYS Job System.		This covers tasks common to both the NEOSYS Media System and the NEOSYS Job System.

			== Using full text search ==

			This is a quick and easy way to find your documents. Just type in one or more words, or the start of any word, directly into the document no field, to get a list of documents that refer to all your given words.

			Currently this applies to Media Plans, Media Schedules, Jobs, Purchase Orders and Estimates.

			For example, to search for all jobs with Attention: Steve, and Campaign: Some Festival - type "STEV FEST" into the Job No. field and press the Enter or Tab key.

			All punctuation is treated as spaces and what remains are "words" which includes normal words, numbers and codes. Unfortunately, this means that searching for "3/2018" is the same as searching for 3 and 2018 which is probably not what you expect. To search by period, enter something like "FESTIVAL 1801" where the period is in the format YYMM.

			What is searched? Generally all text, numbers and codes in the document header and footer are searched. The body or lines of the document are not searched. To see the exact fields searched, search for something that does not exist and the error message will list all the fields that have beem searched.

			Remember that is it not necessary to type the whole word. Save yourself some time by only typing the first few letters of the word, enough to make it unique.

	== Cancelling or Amending Incorrect Client Invoices ==		== Cancelling or Amending Incorrect Client Invoices ==

Gregory: /* Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices */

2018-03-15T13:48:59Z

Why is NEOSYS billing analysis based by default on POSTED invoices and not ISSUED invoices

← Older revision		Revision as of 13:48, 15 March 2018
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	As a principle, billing analysis should agree with finance P&L continuously. If the one disagrees with the other at any point, then we can say that either one or the one is not a true statement of the facts, or that one of them is out of date. Neither option seems appealing.		As a principle, billing analysis should agree with finance P&L continuously. If the one disagrees with the other at any point, then we can say that either one or the one is not a true statement of the facts, or that one of them is out of date. Neither option seems appealing.

	However there is a far greater advantage to keeping the billing analysis in agreement with the P&L. If the operational departments can make the billing analysis say a different thing from the finance, then each department can do their own thing and this is uncontrolled behaviour.NEOSYS binds two departments loosely together and forces BOTH to become better organised and more up to date. This in an subtle and powerful advantage of using NEOSYS.		However there is a far greater advantage to keeping the billing analysis in agreement with the P&L. If the operational departments can make the billing analysis say a different thing from the finance, then each department can do their own thing and this is uncontrolled behaviour. NEOSYS binds two departments loosely together and forces BOTH to become better organised and more up to date. This in an subtle and powerful advantage of using NEOSYS.

	Operational departments and finance departments are often used to working independently but this is generally considered a bad idea in an integrated online world. They often expect and want to use NEOSYS to replicate what they were doing before using NEOSYS. However, NEOSYS is by default setup to encourage interdependence between operational departments and the finance team. This fosters good practices and mitigates old disjointed, uncontrolled, independent and duplicated work.		Operational departments and finance departments are often used to working independently but this is generally considered a bad idea in an integrated online world. They often expect and want to use NEOSYS to replicate what they were doing before using NEOSYS. However, NEOSYS is by default setup to encourage interdependence between operational departments and the finance team. This fosters good practices and mitigates old disjointed, uncontrolled, independent and duplicated work.