Certificates/ Voucher file: Difference between revisions

Revision as of 08:14, 28 December 2011

A list of ads pending or not pending certification with various filtering options can be generated as per requirement. The ads can be certified directly from this list.

Filter

Dates

Filters the report for files within given time period.

Select a Start (From) Date and End (To) Date

Schedule No.

Filter Report for specific schedule(s).

Enter the schedule to book or Press F7 to Search or Press F6 to Create New. Click on (+) to select multiple Schedules.

Filter 2

Company

Filters report for specific company(s).

Enter company code or Press F7 to Search or Press F6 to create new. Click on (+) to select multiple companies.

Client Group

Filter for all clients associated with the client group

Enter an existing Client Group Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the (+) icon to select multiple Groups.

Client

Filter for specific client(s).

Enter an existing Client Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the (+) icon to select multiple Clients.

Brand

Filter for specific brand(s).

Enter an existing Brand Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the (+) icon to select multiple Brands.

Media Type

Filter for specific Media Type(s).

Enter an existing Type Code or Press F7 to Search from a List or F6 to Create a Type code. Click on the (+) icon to select multiple Media Types.

Market

Filter for specific Market(s).

Enter an existing Market Code or Press F7 to Search from a List or F6 to Create a Market code. Click on the (+) icon to select multiple Markets.

Supplier Group

Filter for all suppliers associated with a group.

Enter Supplier Group Code or Press F7 to Search or F6 to Create new. Click on the (+) icon to select multiple Supplier Groups.

Supplier

Filter for specific supplier(s).

Enter Supplier Code or Press F7 to Search or F6 to Create new. Click on the (+) icon to select multiple suppliers.

Vehicle

Filter for specific Vehicle(s).

Enter an existing Vehicle Code or Press F7 to Search from a List or F6 to Create a Vehicle code. Click on the (+) icon to select multiple Vehicles.

@@ Line 2: / Line 2: @@
 A list of ads pending or not pending certification with various filtering options can be generated as per requirement. The ads can be certified directly from this list.
-Most of the fields on this form have been documented at [[List of Ads Pending Booking]]. The fields that are specific to this page will be documented here.
 == Filter ==
+=== Dates ===
+Filters the report for files within given time period.
-=== Certified ===
+Select a Start (From) Date and End (To) Date
-*Certified Ads
-Selecting this option would list only the ads that have been certified with their certification/ voucher number which can be viewed and modified as per requirement.
-*Uncertified Ads
-Selecting this option would list the ads which have not been certified and these ads can be directly updated with their certification/ voucher numbers from this list.
+=== Schedule No. ===
+Filter Report for specific schedule(s).
-*All Ads
+Enter the schedule to book or Press F7 to Search or Press F6 to Create New. Click on '''(+)''' to select multiple Schedules.
-This option is a combination of the previous two options and would list all the ads regardless of their certification status.
+== Filter 2 ==
+=== Company ===
+Filters report for specific company(s).
-=== Booked ===
+Enter company code or Press F7 to Search or Press F6 to create new. Click on '''(+)''' to select multiple companies.
-*Booked Ads Only
+=== Client Group ===
+Filter for all clients associated with the client group
-Selecting this option lists only the ads that have already been booked.
+Enter an existing Client Group Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the '''(+)''' icon to select multiple Groups.
-*Unbooked Ads
+=== Client ===
+Filter for specific client(s).
-Selecting this option lists only the ads that have not been booked yet.
+Enter an existing Client Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the '''(+)''' icon to select multiple Clients.
-*All Ads
+=== Brand ===
+Filter for specific brand(s).
-This option is a combination of the previous two options and would list all the ads regardless of their booking status.
+Enter an existing Brand Code if you know it or Press F7 to Search from a List or F6 to Create new. Click on the '''(+)''' icon to select multiple Brands.
-== Buttons ==
-=== Update All ===
+=== Media Type ===
+Filter for specific Media Type(s).
-NEOSYS allows the user to update all Ads belonging to a particular vehicle or schedule with the Certification status at the same time without having to update each and every ad individually.
+Enter an existing Type Code or Press F7 to Search from a List or F6 to Create a Type code. Click on the '''(+)''' icon to select multiple Media Types.
-At least a Vehicle or Schedule has to be specified when using this option in order to prevent accidental excessive updates.
+=== Market ===
+Filter for specific Market(s).
-The Update All button updates all the ads filtered above. Ads that already have a Certificate number will not be influenced by this update
+Enter an existing Market Code or Press F7 to Search from a List or F6 to Create a Market code. Click on the '''(+)''' icon to select multiple Markets.
-[[image:Repcertificatefile3.jpg]]
+=== Supplier Group ===
+Filter for all suppliers associated with a group.
-=== Clear All ===
+Enter Supplier Group Code or Press F7 to Search or F6 to Create new. Click on the '''(+)''' icon to select multiple Supplier Groups.
-Clears the Certificate numbers of all the ads filtered above provided that the ads have not already been invoiced.
+=== Supplier ===
+Filter for specific supplier(s).
-=== Search ===
+Enter Supplier Code or Press F7 to Search or F6 to Create new. Click on the '''(+)''' icon to select multiple suppliers.
-Searches for the specified ads and presents a screen where you can enter (or remove) the certificate/voucher number next to each ad. Once the ads have been certified you are given the option of directly issuing a client invoice for those ads, selecting the invoice option would lead you to the media invoice page from where the invoice can be issued.
+=== Vehicle ===
+Filter for specific Vehicle(s).
-===[[Certify/Certification file]]===
+Enter an existing Vehicle Code or Press F7 to Search from a List or F6 to Create a Vehicle code. Click on the '''(+)''' icon to select multiple Vehicles.

Certificates/ Voucher file: Difference between revisions

Revision as of 08:14, 28 December 2011

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