Schedule file: Difference between revisions

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[[image:Mediaschedule2.jpg‎]]
==Quick notes==


== Quick notes ==
===Menu Location===
 
=== Menu Location ===


Using the mouse: Menu > Media > Schedules > Schedule File
Using the mouse: Menu > Media > Schedules > Schedule File
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Using the keyboard: Alt+M, M, S, S
Using the keyboard: Alt+M, M, S, S


=== Easy Reference ===
===Quick Reference===
{{Quick Reference}}
 
Refer [http://userwiki.neosys.com/index.php/NEOSYS_General_User_Interface General User interface]
 
===Media Schedule Printout===


== How it works ==
You can access the [[Schedule Printout|Media Schedule Printout]] page by clicking the "List" button on top.
=== Section 1 ===
==How it works==
==== Schedule no. ====
===Section 1===
====Schedule no.====


[[File:ScheduleFileSection1.jpg|frame|100px|Section 1]]
[[File:ScheduleFileSection1.jpg|frame|100px|Section 1]]
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Create new schedule or Open an existing schedule.  
Create new schedule or Open an existing schedule.  


The schedule number can either be generated automatically or manually entered (See [[Using_NEOSYS_Media_System#Schedule_Numbering_methods|Schedule Numbering]])
The schedule number can either be generated automatically or manually entered (See [[Using_NEOSYS_Media_System#Choosing_a_plan_or_schedule_numbering_method|Schedule Numbering]])


The system gives us the option to Create a new schedule or Copy from an existing schedule/plan.
The system gives us the option to Create a new schedule or Copy from an existing schedule/plan.


==== Period ====
====Period====
Period for which ads are scheduled. Shows the current month and year by default.  
Period for which ads are scheduled. Shows the current month and year by default.  


Enter the period for which Schedule is created.
Enter the period for which Schedule is created.


==== Start date & Stop date ====
====Start date & Stop date====
The start and end date of the ad campaign. These fields show First and Last day of Month for which schedule is created.
The start and end date of the ad campaign. These fields show First and Last day of Month for which schedule is created.


Select the desired Start and End Dates.
Select the desired Start and End Dates.


''Note-'' You can book for a maximum of upto 365 days at a stretch.  
You can book for a maximum of 365 days at a stretch.


=== Section 2 ===
===Section 2===
[[File:ScheduleFileSection2.jpg|frame|100px|Section 2]]
[[File:ScheduleFileSection2.jpg|frame|100px|Section 2]]


==== Brand ====
====Brand====
Shows Product name of Schedule.
Product name of the Schedule.


{{Open Search Create|brand}}
{{Open Search Create|brand}}


==== Client ====
====Client====
Client company to which Brand belongs to.  
Client company to which Brand belongs to.  


''Note-'' Field is updated automatically from client record in the Client and brand file.  
This info is obtained from client name field in the Client and Brand file where this brand is present.


==== Campaign ====
====Campaign====
Name of Marketing/Advertising Campaign.
Name of Marketing/Advertising Campaign.


==== Market ====
====Market====
Target Market for Campaign.  
Target Market for Campaign.  


{{Open Search Create|market}}
{{Open Search Create|market}}


==== Currency ====
====Currency====
Invoicing Currency.
Invoicing Currency.


''Note-'' Field is updated automatically from client record in the Client and brand file. If no currency is mentioned in the client record it is updated automatically with the base currency.
Base currency is taken as default if no currency is mentioned in the client and brand file used by the schedule.


=== Section 3 ===
===Section 3===
[[File:ScheduleFileSection3.jpg|frame|100px|Section 3]]
[[File:ScheduleFileSection3.jpg|frame|100px|Section 3]]


==== Proposed ====
====Proposed====
Date at which the ad campaign was proposed.
Date at which the ad campaign was proposed.


Default value is current date.
Default value is current date.


==== (Proposal) No. ====
====(Proposal) No.====
Current Proposal version no.
Current Proposal version no.


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The first time a schedule is saved, proposal number is 1. Every time a schedule is saved you have the option of updating the schedule to a new proposal number and hence keep an audit trail of all changes made to the schedule.
The first time a schedule is saved, proposal number is 1. Every time a schedule is saved you have the option of updating the schedule to a new proposal number and hence keep an audit trail of all changes made to the schedule.


==== Approval date ====
====Approval date====
Date at which the campaign is approved.  
Date at which the campaign is approved.  


Select the approval date.
''Note-''
A schedule has to be approved for it to be booked.  
A schedule has to be approved for it to be booked.  


If an unapproved schedule is being booked the system marks it as approved and the approval date is updated automatically with the current date.
If an unapproved schedule is being booked the system prompts the user to enter the approval date before proceeding to book.


==== Booked & Invoiced ====
====Booked & Invoiced====
Dates at which the schedule is fully booked and invoiced.  
Booked: The date on which the schedule was fully booked.


Dates are updated automatically when the schedule is booked and invoiced.
Invoiced: The date on which the schedule was fully invoiced.


=== Section 4 ===
===Section 4===
[[File:ScheduleFileSection4.jpg|frame|100px|Section 4]]
[[File:ScheduleFileSection4.jpg|frame|100px|Section 4]]


==== Client Order No. ====
====Client Order No.====
Shows the client purchase order number, if any. This has to be entered manually and appears on the schedule and invoice printout.
Client Purchase Order number, if any. This has to be entered manually and appears on the schedule and invoice printout.


==== Company Code ====
====Company Code====
Company of the schedule creator.  
Company of the schedule creator.  


{{Open Search|company}}
{{Open Search|company}}


Incase of a single company this is updated automatically and if there are multiple companies it has to be entered manually.
If there are multiple companies then company code has to be entered manually else company code appears as default.


==== Executive ====
====Executive====
Shows current Schedule Owner's Name.  
Current Schedule Owner's Name.  


Default name that appears is as entered in the client and brand record of the selected brand. If no executive name is entered in the client and brand record this is updated with the current user's User code as entered in the User details page in NEOSYS.
{{Executives|list}}


==== Attention ====
====Attention====
Shows Client Representative's Name.
Client Representative's Name.


''Note-'' Field is updated automatically from client record in the Client and brand file.
Client representative's name should be manually entered if no information mentioned in client record in the Client and brand file.


==== Job No. ====
====Job No.====
Shows job no. of related job.
Job no. of related job.


{{Open Search Create|job no.}}
{{Open Search Create|job no.}}
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By entering Job No. we can link the schedule to the job. This also helps us to print corresponding job no. on various schedule printouts.
By entering Job No. we can link the schedule to the job. This also helps us to print corresponding job no. on various schedule printouts.


=== Section 5 ===
===Section 5===
[[File:ScheduleFileSection5&6.jpg|frame|center|1000x400px|Section 5]]
[[File:ScheduleFileSection5&6.jpg|1050px|Section 5]]


==== Media Vehicle ====
====Media Vehicle====
Shows media vehicle to be booked.  
Media vehicle to be booked.  


{{Open Search Multiple|vehicle}}
{{Open Search Multiple|vehicle}}


==== Specifications ====
====Specifications====
Shows the vehicle specifications booked.  
{{Open Search|specifications}}
 
Specifications are usually special or fixed positions in a media vehicle. The rate card mentions the charge for advertising on these specific positions on the magazine or newspaper. NEOSYS allows us to enter these special positions in the vehicle rate card file with their respective charges conveniently.
 
Avoid using commas in the specification field, instead use single quote or a blank space. Refer to [http://userwiki.neosys.com/index.php/Media_FAQ#Why_is_the_Gross_Amount_field_picking_up_the_amount_before_the_comma_in_the_Specification_field.3F Gross amount picked up from Ratecard]
 
Below is an example of how it appears on the rate card of a magazine
 
Special Positions US$
 
Outside back cover 8'000
 
Inside front cover 7'500
 
Page one 7'500
 
Inside back cover 7'500
 
Double page spread 7'900
 
====Loading====
Either enter a loading specification manually or if the vehicle has a ratecard defined use F7 to select from the drop down.
 
Loading charges are like the add ons over the ad. For instance you may want a full page ad but there would be extra charges depending on where the ad would be placed within a newspaper or a magazine, the first half of a magazine would be more expensive than the second half, these extra charges are called loading charges. They are usually a particular percentage of the cost of the ad which can be viewed on the rate card.


{{Open Search|specifications}}
The Specification and Loading fields are directly linked to the rate cards. Assuming the rate cards have been entered in NEOSYS, the cost of the ad and the loading charges are automatically calculated by the system based on the size of the ad which is then entered in the bill and cost section.


==== Loading ====
"Loading" field is optional and can be configured not to appear in Media Configuration File. See [http://userwiki.neosys.com/index.php/Media_Configuration_File#Ratecards_may_have_Loading Configure Loading in Media Configuration File]
Shows the vehicle loading specifications booked. Loading specification is a premium specification being booked.


Either enter a loading specification manually or if the vehicle has a ratecard defined use F7 to select from the drop down
====Position/program====
====Dates====
This opens up a date grid that allows entering the planned ads.


''Note-'' The Specification and Loading fields are directly linked to the rate cards. Assuming the rate cards have been entered in NEOSYS, the cost of the ad and the loading charges are automatically calculated by the system based on the size of the ad which is then entered in the bill and cost section.
Clicking on the folder icon opens media diary showing ads for one schedule line only.


==== Certify Button ====
====Certify Button====
Certify Planned Ads.
Certify Planned Ads.


Click on this button to open list of planned ads which can be certified.
Click on this button to open list of planned ads which can be certified.


Refer to [[Certify/Certification_file|Certification file]] to learn about certifications.
Refer to [http://userwiki.neosys.com/index.php/Certificates/_Voucher_file Certificate/Voucher File] to learn about certification.


''Note-'' The Maximum allowed No. of Ads for certification is '''200'''.
There is a limit to the No. of Ads selected for certification. Only the first '''300''' ads will be displayed on the certification screen.


==== Book Button ====
====Book Button====
Book Ads and issue booking orders to be sent to supplier.  
Book Ads and issue booking orders to be sent to supplier.  


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See [[New Booking Orders/Cancellations]]
See [[New Booking Orders/Cancellations]]


==== Diary Button ====
====Diary Button====
View the schedule information in media diary format.
View the schedule information in media diary format.


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See [[Media Diary]]
See [[Media Diary]]


==== Invoice Button ====
====Invoice Button====
Issue invoices to the client.  
Issue invoices to the client.  


Click on this button to open the New media invoice page where changes can be made as required and the proforma invoice can be viewed before creating the invoice.
Click on this button to open the New media invoice page where changes can be made as required and the proforma invoice can be viewed before creating the invoice.


''Note-'' NEOSYS recommends to always check the proforma invoice before invoicing the client in order to avoid mistakes on the original invoice.
NEOSYS recommends to always check the proforma invoice before invoicing the client in order to avoid mistakes on the original invoice.


See [[New Invoices/ Proformas]]
See [[New Invoices/ Proformas]]


==== Time / Days ====
====Time/Material/Days/Flags====
Time field shows the time of day at which the ad appears in case of TV or Radio. Example: 08:00 , 15:00 etc
Enter the time of day at which the ad appears in the Time field. This applies in case of TV or Radio spots. Example: 08:00, 15:00 etc.


Days shows the day of the week at which ads are restricted to appear on. Example: Enter 1 for Monday etc.
Time range can also be entered. This allows the booking requirements to be more clearly expressed to the media and also enables more accurate reconciliation with monitoring systems. E.g. 8:00-9:00


''Note-'' The start day of the week can be configured.
Days corresponds to the day of the week at which ads are restricted to appear on. Example: Enter 1 for Saturday, 2 for Sunday and so on.  


==== Plan Ads ====
The start day of the week can be configured in the Market file. See [[Market_File| Market File]]
Shows the total number of ads that can be planned per week for a vehicle.
 
Schedule lines can be hidden/filtered by double clicking position/program/times/material/days)
 
Refer to link regarding [[Media_FAQ#How_to_mark.2Fflag_special_ads_in_NEOSYS.3F| Flags]]
 
====Plan Ads====
The total number of ads that can be planned per week for a vehicle.


Enter permitted number of ads per week separated by "/" symbol.
Enter permitted number of ads per week separated by "/" symbol.
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Example: Entering 10/10/10/10 will restrict no. of ads per week to 10.
Example: Entering 10/10/10/10 will restrict no. of ads per week to 10.


==== Clear Button ====
====Clear Button====
Clear Scheduled Ads.
Selectively clear ads by status. Status Options are:
 
*Unbooked
*Ads without certificate/voucher copy/tear-sheet/supplier invoice
*Ads with rejection certificate/voucher copy/tear sheet
*Uninvoiced
*All
 
====Material Button====
Reference data regarding the materials sent to the supplier.
 
====Dates Button====
 
This is where the dates on which the ads are scheduled to appear will be selected. The letter X can be used to mark the dates and once we press OK we wil get a popup confirming the number of dates chosen.
 
NOTE – only those days of the week can be chosen which have been selected in the vehicle file. If unable to select a particular day in Dates please select that day in the Day of week section in the vehicle file.
 
[[File:mediascheduledategrid.jpg]]
 
The following different options can be used to select the ads as per requirement -
 
X - Indicates a single ad
 
2 - Indicates two ads (of type X)
 
A - Indicates a single ad using material "A"


Click on this button to open a date grid showing planned ads which can be cleared.
B - Indicates a single ad using material "B"


==== Material Button ====
2A - Indicates two ads of material "A"
Shows reference data regarding the materials sent to the supplier.


==== Dates Button ====
ABC - Indicates three ads of different types A, B and C
Select dates to schedule ads.


Opens a date grid which can be used to enter number of ads on desired days.
3A2B - Indicates five ads, 3xA and 2xB


==== Book Button ====
====Book Button====
Book only Ads belonging to that row (Media Vehicle).
Book only Ads belonging to that row (Media Vehicle).


Opens a media booking order showing only ads of that row (Media Vehicle) which can be booked.
Opens a media booking order showing only ads of that row (Media Vehicle) which can be booked.


==== Free Button ====
If you click "Book" on a line which has never been booked then the system offers to book all lines for the same media vehicle that are have never been booked and are not currently hidden/filtered.
 
 
====Free Button====
Mark Ads as "Free".
Mark Ads as "Free".
[[File:Mediaschedulefreeads.jpg]]


Opens a date grid showing planned ads for that row (Media Vehicle) which can be marked as free.  
Opens a date grid showing planned ads for that row (Media Vehicle) which can be marked as free.  


''Note-'' Ads can be free to agency or to client or to both, NEOSYS allows you to choose all options and the system automatically makes the changes in the bill and cost section based on the number of free ads to the client or to the agency.
Ads can be free to agency or to client or to both, NEOSYS allows you to choose all options and the system automatically makes the changes in the bill and cost section based on the number of free ads to the client or to the agency.


==== Clear Button ====
====Clear Button====
Clear Scheduled Ads.
Clear Scheduled Ads.


Click on this button to open a date grid showing planned ads for that row (Media Vehicle) which can be cleared.
Click on this button to open a date grid showing planned ads for that row (Media Vehicle) which can be cleared.


==== Material Button ====
====Material Button====
Shows reference data regarding the materials for that row (Media Vehicle) sent to the supplier.
Reference data regarding the materials for that row (Media Vehicle) sent to the supplier.


==== Dates ====
Shows planned ads on a date grid.


Clicking on the icon opens media diary showing ads for the that row (Media Vehicle) only.
====Order No.====
 
==== Order No. ====
Shows order numbers of all the booking orders generated.
Shows order numbers of all the booking orders generated.


Click on the icon or Press F6 to view booking order.
Click on the icon or Press F6 to view booking order.


==== No. Ads ====
====Bulk Ad====
Shows the number of ads planned in the Dates calendar on the schedule line.
Checking this option allows user to add unlimited ads for a vehicle, specially in digital and radio/tv media where there are hundred thousand impressions and hundreds of ads.
 
You can enable this feature in the vehicle file itself so that you don't have to check it every time you want to ad unlimited ads, as NEOSYS will not allow any user to add unlimited ads without enabling this feature either in schedule or vehicle file.
 
[[File:Ads1.jpg]]
 
For already invoiced ads NEOSYS will not allow users to enable this feature and instead will ask to create a new line for that vehicle.
 
For already booked/certified ads NEOSYS will only give a warning before enabling the Bulk ad feature and will allow you to enable it.
 
Screenshot below of already invoiced ads followed by the screenshot of booked ads.
 
[[File:Bulk1.jpg]]
 
[[File:Bulk2.jpg]]


==== Bill and Cost Section ====
====No. Ads====
Shows details about the cost to the agency and client, discounts received and given, commission, etc. that are entered in the bill and cost section.  
The number of ads planned in the Dates calendar on the schedule line.
 
====Bill and Cost Section====
Details about the cost to the agency and client, discounts received and given, commission, etc. that are entered in the bill and cost section.  


If the vehicle currency is different from the invoice currency, the system calculates the invoice amount based on the exchange rate entered in NEOSYS.  
If the vehicle currency is different from the invoice currency, the system calculates the invoice amount based on the exchange rate entered in NEOSYS.  


'''Note:'''
The system prompts:
*When the cost to the agency is more than the cost to the client the system prompts the user about the same and once that is confirmed a reason for the unprofitability has to be mentioned.
*The system also prompts the user when the cost to the client is over 50% than the cost to the agency. This feature helps avoid entering of incorrect amounts in the schedule.


==== Num Free ====
*when the cost to the agency is more than the cost to the client the system prompts the user about the same and once that is confirmed a reason for the unprofitability has to be mentioned.
*when the user when the cost to the client is over 50% than the cost to the agency. This feature helps avoid entering of incorrect amounts in the schedule.
 
====Num Free====
Shows no. of ads that were marked free for that vehicle.
Shows no. of ads that were marked free for that vehicle.


==== Gross Unit Amt ====
====Gross Unit Amt====
Shows the Gross Unit Rate per Ad.
The Gross Unit Rate per Ad.


Rate is automatically updated from the ratecard but can be changed in the schedule as required.
Depending on the rate card specification selected the gross unit amount appear. This can be changed in the schedule if required.


==== More Button ====
====More Button====
Shows the Loading/Discount/Commission/Fees fields.
Shows the Loading/Discount/Commission/Fees fields.


Enter the appropriate loading, discount, commission or fees charged.
Enter the appropriate loading, discount, commission or fees charged.


''Note- '' Loading/Discount/Commission/Fees can be entered as a percentage of Gross Unit Amount or number.(Example: "10%", "20%" or just "100", "200".)
Loading/Discount/Commission/Fees/Tax/Other amounts can be entered as a percentage of Gross Unit Amount or number.(Example: "10%", "20%" or just "100", "200".)


==== Net Unit Amount ====
====Net Unit Amount====
Shows Net Unit Amount after taking the loading/discount/commission/fees.
Shows Net Unit Amount after taking the loading/discount/commission/fees.


==== Amount ====
====Amount====
Shows total amount i.e. Net Unit Amount * Amount of Ads.
Shows total amount i.e. Net Unit Amount * number of Ads.


==== Exchange Rate ====
====Exchange Rate====
Shows the Exchange rate for currency of vehicle chosen to invoicing Currency.
Shows the Exchange rate for currency of vehicle chosen to invoicing Currency.


This field is automatically populated using data from the [[Currency & Exchange Rate File]].
Exchange rate is taken from the [[Currency & Exchange Rate File]] depending on the starting date of the schedule and effective date in currency and exchange rate file. Unless is very rare circumstances an exchange rate is defined in the [[Client_%26_Brand_File#Show_exchange_rates | Client & Brand File]].


Currency exchange rates have to be entered in NEOSYS as and when required. The lock in the system restricts users to put an exchange rate of 1 while converting from cost currency to bill currency in a schedule. Considering the fact that the cost currency and bill currency are different. This is done because several users put rate "1" on the schedule even when the cost and bill currency are different. To prevent this USER error NEOSYS has disallowed users to put the exchange rate as 1 on the schedule. One can set the exchange rate on the client and brand file to override the currency file exchange rate.
====Invoice Amount====
 
==== Invoice Amount ====
Shows total amount in chosen invoicing currency.
Shows total amount in chosen invoicing currency.


==== Vehicle Name ====
====Vehicle Name====
Shows name of vehicle chosen for advertising.
Shows name of vehicle chosen for advertising.


=== Section 6 ===
===Section 6===
[[File:ScheduleFileSection7.jpg|frame|center|1000x400px|Section 6]]
[[File:ScheduleFileSection7.jpg|frame|center|1000x400px|Section 6]]


==== Notes ====
====Notes====
Shows any reference information regarding the schedule. If there are notes on the vehicle record of the selected vehicle, you are given the option of adding those notes to this section as you enter the vehicle code. These notes appear only on the schedule printouts.
Any reference information regarding the schedule. If there are notes on the vehicle record of the selected vehicle, you are given the option of adding those notes to this section as you enter the vehicle code. These notes appear only on the schedule printouts.


==== Invoice Notes ====
====Invoice Notes====
Shows notes regarding the invoicing which appears on all invoices issued from the schedule.
Notes regarding the invoicing which appears on all invoices issued from the schedule.


==== Material Details ====
====Material Details====
Shows material/artwork details which can be selected to appear on the schedule and invoice printouts. You can also upload images on the schedule with reference to the artwork.
Shows material/artwork details which can be selected to appear on the schedule and invoice printouts. You can also upload images on the schedule with reference to the artwork.


=== Section 7 ===
===Section 7===
 
[[File:ScheduleFileSection8.jpg|frame|center|1000x400px|Section 7]]
[[File:ScheduleFileSection8.jpg|frame|center|1000x400px|Section 7]]


==== Material Letter ====
====Material Letter====
Shows the material letter used in the Dates calendar of the schedule.
The material letter used in the Dates calendar of the schedule.


==== Material No.====
====Material No. (Prior Schedule)====
Shows the material no. used in prior schedule.
For reusing  material from a previous schedule, one MUST enter the prior Schedule No. This will prevent the system from automatically creating new entries in the [[Material_File| Material File]] for the new schedule (as the schedule is actually just reusing the materials of a previous schedule and not using a new material). Effectively, materials are automatically identified from the schedule data entry from the first schedule number on which they are used.


==== Brand Code ====
====Brand Code====
Shows the code of the scheduled brand. The brand name shows automatically in the material description field which can be edited if required.
The brand code can be indicated per material code. This is useful when there are multiple brands on a media schedule since one cannot otherwise indicate multiple brands on a schedule. If the brand code per material is not specified (i.e. left blank) in the material table then the overall schedule brand code is used instead.


==== Size/Duration ====
====Size/Duration====
Shows size or duration of the ads in case of newspaper and television or radio ads respectively.
Although material size can be written per line in the main body of the schedule, it MUST be re-entered if you want size to show in the list of materials. This is because although you can indicate a pattern of materials with different sizes within one line of the schedule (A,B,C etc) but there is only one column to enter the size for all of them. So in this case the size cannot be usefully entered in the lines of the schedule and must be entered below per material.


==== Material Code ====
The size entered must consist of two numbers. Eg. 10X5, 10CM5COL, 2 MIN 1 SEC etc. Characters A-Z and space can be used. Numbers may contain a decimal point and must be positive.
Shows Material Code.


==== View/Upload ====
====Material Code====
Uploads files related to materials.
Field indicating if Material is pending delivery. Enter anything to indicate that material is not pending delivery (this will take the material off from the [[Configuring_NEOSYS_Media_System#Pending_Materials| material pending list]]).  


==== Material Description/Special Instructions ====
====View/Upload====
Uploads files related to materials. Can also be used to view the file if it has already been uploaded. If a * is present near this button, it means that a file has already been uploaded for this material.
 
====Material Description/Special Instructions====
Allows you to add the material description and special instructions to be followed by the supplier.
Allows you to add the material description and special instructions to be followed by the supplier.


=== Section 8 ===
===Section 8===
[[File:ScheduleFileSection9.jpg|frame|100px|Section 8]]
[[File:ScheduleFileSection9.jpg|frame|100px|Section 8]]


==== Invoice Section ====
====Invoice Section====
Shows a list of the invoices issued from the schedule with the invoice details.
Shows a list of the invoices issued from the schedule with the invoice details.


==== Invoice date ====
====Invoice date====
Shows the date the invoice was created.
Shows the date the invoice was created.


==== Invoice No. ====
====Invoice No.====
Shows the invoice number.
Shows the invoice number.


==== Amount ====
====Amount====
Shows the invoice amount.  
Shows the invoice amount.  


Click on the icon or Press F6 to open invoice.
Click on the icon or Press F6 to open invoice.


==== Cost(Base) ====
====Cost(Base)====
Shows amount in the base currency regardless of the invoice currency.  
Shows amount in the base currency regardless of the invoice currency.  


Click on the icon or Press F6 to open invoice.
Click on the icon or Press F6 to open invoice.


==== User Name ====
====User Name====
Shows who created the invoice.  
Shows who created the invoice.  


==== Date/Time ====
====Date/Time====
Shows when the invoice was created.
Shows when the invoice was created.


==== Station ====
====Station====
Shows the IP address of the computer used to create the invoice.
Shows the IP address of the computer used to create the invoice.


=== Section 9 ===
===Section 9===
[[File:ScheduleFileSection10.jpg|frame|100px|Section 9]]
[[File:ScheduleFileSection10.jpg|frame|100px|Section 9]]


==== Version section ====
====Version section====
<b> What is a version? </b>
<b> What is a version? </b>


NEOSYS document versioning provides a complete verifiable audit trail of who has done what, where and when in NEOSYS. There is no user interface to amend these records and versions are numbered sequentially to make it harder to tamper with.
NEOSYS document versions provide a complete verifiable audit trail of who has done what, where and when in NEOSYS. There is no user interface to amend these records and versions are numbered sequentially to make it harder to tamper with.


Every time anyone creates or updates a record in NEOSYS, NEOSYS records their username, the time and date, the workstation number. It also keeps a copy of the old record.
Every time anyone creates or updates a record in NEOSYS, NEOSYS records their username, the time and date, the workstation number. It also keeps a copy of the old record.
Line 358: Line 430:
At the bottom of each record on screen, you can see a complete history of creation and all amendments and you can click on any individual amendment to see the prior record.
At the bottom of each record on screen, you can see a complete history of creation and all amendments and you can click on any individual amendment to see the prior record.


If the same user makes more than one change to a particular record in one day then only one historical version will be retained for reference but the date, time and workstation number of all updates is records. This is to save wasting space in the database.
If the same user makes more than one change to a particular record in one day then only one historical version will be retained for reference but the date, time and workstation number of all updates is recorded. This is to save wasting space in the database.


<b>How do I save a schedule as a different version?</b>
<b>How do I save a schedule as a different version?</b>
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Each time a schedule is saved you are given the option of updating to a proposal number. If you go ahead with updating to a new proposal number automatically a new version number is created.
Each time a schedule is saved you are given the option of updating to a proposal number. If you go ahead with updating to a new proposal number automatically a new version number is created.


==== Version ====
{{Version}}
Shows the version number and number of times changes have been made to the document.
 
Click on the icon or Press F6 to view older version.
 
==== Proposal ====
Shows the number of times the document has been updated to a proposal number.
 
==== User name ====
Shows who made the changes to the document.
 
==== Date/Time ====
Shows when the changes were made.
 
==== Station ====
Shows the IP address of the computer used to make the changes.

Latest revision as of 11:48, 28 July 2021

Quick notes

Menu Location

Using the mouse: Menu > Media > Schedules > Schedule File

Using the keyboard: Alt+M, M, S, S

Quick Reference

Refer General User interface

Media Schedule Printout

You can access the Media Schedule Printout page by clicking the "List" button on top.

How it works

Section 1

Schedule no.

Section 1

Reference number to access schedule.

Create new schedule or Open an existing schedule.

The schedule number can either be generated automatically or manually entered (See Schedule Numbering)

The system gives us the option to Create a new schedule or Copy from an existing schedule/plan.

Period

Period for which ads are scheduled. Shows the current month and year by default.

Enter the period for which Schedule is created.

Start date & Stop date

The start and end date of the ad campaign. These fields show First and Last day of Month for which schedule is created.

Select the desired Start and End Dates.

You can book for a maximum of 365 days at a stretch.

Section 2

Section 2

Brand

Product name of the Schedule.

Enter brand code, search for existing brand or create new brand.

Client

Client company to which Brand belongs to.

This info is obtained from client name field in the Client and Brand file where this brand is present.

Campaign

Name of Marketing/Advertising Campaign.

Market

Target Market for Campaign.

Enter market code, search for existing market or create new market.

Currency

Invoicing Currency.

Base currency is taken as default if no currency is mentioned in the client and brand file used by the schedule.

Section 3

Section 3

Proposed

Date at which the ad campaign was proposed.

Default value is current date.

(Proposal) No.

Current Proposal version no.

Proposals are user controlled versions. You may send revised proposals to the client and NEOSYS allows you to keep track of all the proposals generated by saving them under different proposal numbers.

The first time a schedule is saved, proposal number is 1. Every time a schedule is saved you have the option of updating the schedule to a new proposal number and hence keep an audit trail of all changes made to the schedule.

Approval date

Date at which the campaign is approved.

A schedule has to be approved for it to be booked.

If an unapproved schedule is being booked the system prompts the user to enter the approval date before proceeding to book.

Booked & Invoiced

Booked: The date on which the schedule was fully booked.

Invoiced: The date on which the schedule was fully invoiced.

Section 4

Section 4

Client Order No.

Client Purchase Order number, if any. This has to be entered manually and appears on the schedule and invoice printout.

Company Code

Company of the schedule creator.

Enter existing company code or Search for specific company.

If there are multiple companies then company code has to be entered manually else company code appears as default.

Executive

Current Schedule Owner's Name.

Default executive name is picked up from the Client and Brand file of the selected brand, otherwise it is updated with the current user's User code as shown in the User details page in NEOSYS. For more info see Executive in Client and Brand File

If you want to remove executives from the list, see How do I remove executives that are no longer present or required in NEOSYS

Attention

Client Representative's Name.

Client representative's name should be manually entered if no information mentioned in client record in the Client and brand file.

Job No.

Job no. of related job.

Enter job no. code, search for existing job no. or create new job no..

By entering Job No. we can link the schedule to the job. This also helps us to print corresponding job no. on various schedule printouts.

Section 5

Section 5

Media Vehicle

Media vehicle to be booked.

Enter vehicle code, search for existing vehicle or create new vehicle.

Specifications

Enter existing specifications code or Search for specific specifications.

Specifications are usually special or fixed positions in a media vehicle. The rate card mentions the charge for advertising on these specific positions on the magazine or newspaper. NEOSYS allows us to enter these special positions in the vehicle rate card file with their respective charges conveniently.

Avoid using commas in the specification field, instead use single quote or a blank space. Refer to Gross amount picked up from Ratecard

Below is an example of how it appears on the rate card of a magazine

Special Positions US$

Outside back cover 8'000

Inside front cover 7'500

Page one 7'500

Inside back cover 7'500

Double page spread 7'900

Loading

Either enter a loading specification manually or if the vehicle has a ratecard defined use F7 to select from the drop down.

Loading charges are like the add ons over the ad. For instance you may want a full page ad but there would be extra charges depending on where the ad would be placed within a newspaper or a magazine, the first half of a magazine would be more expensive than the second half, these extra charges are called loading charges. They are usually a particular percentage of the cost of the ad which can be viewed on the rate card.

The Specification and Loading fields are directly linked to the rate cards. Assuming the rate cards have been entered in NEOSYS, the cost of the ad and the loading charges are automatically calculated by the system based on the size of the ad which is then entered in the bill and cost section.

"Loading" field is optional and can be configured not to appear in Media Configuration File. See Configure Loading in Media Configuration File

Position/program

Dates

This opens up a date grid that allows entering the planned ads.

Clicking on the folder icon opens media diary showing ads for one schedule line only.

Certify Button

Certify Planned Ads.

Click on this button to open list of planned ads which can be certified.

Refer to Certificate/Voucher File to learn about certification.

There is a limit to the No. of Ads selected for certification. Only the first 300 ads will be displayed on the certification screen.

Book Button

Book Ads and issue booking orders to be sent to supplier.

Click on this button to open Media booking order where the booking details are entered as required and a preview of the booking order can be viewed before issuing the final order.

See New Booking Orders/Cancellations

Diary Button

View the schedule information in media diary format.

Click on this button to view ads from the schedule in Media Diary.

See Media Diary

Invoice Button

Issue invoices to the client.

Click on this button to open the New media invoice page where changes can be made as required and the proforma invoice can be viewed before creating the invoice.

NEOSYS recommends to always check the proforma invoice before invoicing the client in order to avoid mistakes on the original invoice.

See New Invoices/ Proformas

Time/Material/Days/Flags

Enter the time of day at which the ad appears in the Time field. This applies in case of TV or Radio spots. Example: 08:00, 15:00 etc.

Time range can also be entered. This allows the booking requirements to be more clearly expressed to the media and also enables more accurate reconciliation with monitoring systems. E.g. 8:00-9:00

Days corresponds to the day of the week at which ads are restricted to appear on. Example: Enter 1 for Saturday, 2 for Sunday and so on.

The start day of the week can be configured in the Market file. See Market File

Schedule lines can be hidden/filtered by double clicking position/program/times/material/days)

Refer to link regarding Flags

Plan Ads

The total number of ads that can be planned per week for a vehicle.

Enter permitted number of ads per week separated by "/" symbol.

Example: Entering 10/10/10/10 will restrict no. of ads per week to 10.

Clear Button

Selectively clear ads by status. Status Options are:

  • Unbooked
  • Ads without certificate/voucher copy/tear-sheet/supplier invoice
  • Ads with rejection certificate/voucher copy/tear sheet
  • Uninvoiced
  • All

Material Button

Reference data regarding the materials sent to the supplier.

Dates Button

This is where the dates on which the ads are scheduled to appear will be selected. The letter X can be used to mark the dates and once we press OK we wil get a popup confirming the number of dates chosen.

NOTE – only those days of the week can be chosen which have been selected in the vehicle file. If unable to select a particular day in Dates please select that day in the Day of week section in the vehicle file.

Mediascheduledategrid.jpg

The following different options can be used to select the ads as per requirement -

X - Indicates a single ad

2 - Indicates two ads (of type X)

A - Indicates a single ad using material "A"

B - Indicates a single ad using material "B"

2A - Indicates two ads of material "A"

ABC - Indicates three ads of different types A, B and C

3A2B - Indicates five ads, 3xA and 2xB

Book Button

Book only Ads belonging to that row (Media Vehicle).

Opens a media booking order showing only ads of that row (Media Vehicle) which can be booked.

If you click "Book" on a line which has never been booked then the system offers to book all lines for the same media vehicle that are have never been booked and are not currently hidden/filtered.


Free Button

Mark Ads as "Free".

Mediaschedulefreeads.jpg

Opens a date grid showing planned ads for that row (Media Vehicle) which can be marked as free.

Ads can be free to agency or to client or to both, NEOSYS allows you to choose all options and the system automatically makes the changes in the bill and cost section based on the number of free ads to the client or to the agency.

Clear Button

Clear Scheduled Ads.

Click on this button to open a date grid showing planned ads for that row (Media Vehicle) which can be cleared.

Material Button

Reference data regarding the materials for that row (Media Vehicle) sent to the supplier.


Order No.

Shows order numbers of all the booking orders generated.

Click on the icon or Press F6 to view booking order.

Bulk Ad

Checking this option allows user to add unlimited ads for a vehicle, specially in digital and radio/tv media where there are hundred thousand impressions and hundreds of ads.

You can enable this feature in the vehicle file itself so that you don't have to check it every time you want to ad unlimited ads, as NEOSYS will not allow any user to add unlimited ads without enabling this feature either in schedule or vehicle file.

Ads1.jpg

For already invoiced ads NEOSYS will not allow users to enable this feature and instead will ask to create a new line for that vehicle.

For already booked/certified ads NEOSYS will only give a warning before enabling the Bulk ad feature and will allow you to enable it.

Screenshot below of already invoiced ads followed by the screenshot of booked ads.

Bulk1.jpg

Bulk2.jpg

No. Ads

The number of ads planned in the Dates calendar on the schedule line.

Bill and Cost Section

Details about the cost to the agency and client, discounts received and given, commission, etc. that are entered in the bill and cost section.

If the vehicle currency is different from the invoice currency, the system calculates the invoice amount based on the exchange rate entered in NEOSYS.

The system prompts:

  • when the cost to the agency is more than the cost to the client the system prompts the user about the same and once that is confirmed a reason for the unprofitability has to be mentioned.
  • when the user when the cost to the client is over 50% than the cost to the agency. This feature helps avoid entering of incorrect amounts in the schedule.

Num Free

Shows no. of ads that were marked free for that vehicle.

Gross Unit Amt

The Gross Unit Rate per Ad.

Depending on the rate card specification selected the gross unit amount appear. This can be changed in the schedule if required.

More Button

Shows the Loading/Discount/Commission/Fees fields.

Enter the appropriate loading, discount, commission or fees charged.

Loading/Discount/Commission/Fees/Tax/Other amounts can be entered as a percentage of Gross Unit Amount or number.(Example: "10%", "20%" or just "100", "200".)

Net Unit Amount

Shows Net Unit Amount after taking the loading/discount/commission/fees.

Amount

Shows total amount i.e. Net Unit Amount * number of Ads.

Exchange Rate

Shows the Exchange rate for currency of vehicle chosen to invoicing Currency.

Exchange rate is taken from the Currency & Exchange Rate File depending on the starting date of the schedule and effective date in currency and exchange rate file. Unless is very rare circumstances an exchange rate is defined in the Client & Brand File.

Invoice Amount

Shows total amount in chosen invoicing currency.

Vehicle Name

Shows name of vehicle chosen for advertising.

Section 6

Section 6

Notes

Any reference information regarding the schedule. If there are notes on the vehicle record of the selected vehicle, you are given the option of adding those notes to this section as you enter the vehicle code. These notes appear only on the schedule printouts.

Invoice Notes

Notes regarding the invoicing which appears on all invoices issued from the schedule.

Material Details

Shows material/artwork details which can be selected to appear on the schedule and invoice printouts. You can also upload images on the schedule with reference to the artwork.

Section 7

Section 7

Material Letter

The material letter used in the Dates calendar of the schedule.

Material No. (Prior Schedule)

For reusing material from a previous schedule, one MUST enter the prior Schedule No. This will prevent the system from automatically creating new entries in the Material File for the new schedule (as the schedule is actually just reusing the materials of a previous schedule and not using a new material). Effectively, materials are automatically identified from the schedule data entry from the first schedule number on which they are used.

Brand Code

The brand code can be indicated per material code. This is useful when there are multiple brands on a media schedule since one cannot otherwise indicate multiple brands on a schedule. If the brand code per material is not specified (i.e. left blank) in the material table then the overall schedule brand code is used instead.

Size/Duration

Although material size can be written per line in the main body of the schedule, it MUST be re-entered if you want size to show in the list of materials. This is because although you can indicate a pattern of materials with different sizes within one line of the schedule (A,B,C etc) but there is only one column to enter the size for all of them. So in this case the size cannot be usefully entered in the lines of the schedule and must be entered below per material.

The size entered must consist of two numbers. Eg. 10X5, 10CM5COL, 2 MIN 1 SEC etc. Characters A-Z and space can be used. Numbers may contain a decimal point and must be positive.

Material Code

Field indicating if Material is pending delivery. Enter anything to indicate that material is not pending delivery (this will take the material off from the material pending list).

View/Upload

Uploads files related to materials. Can also be used to view the file if it has already been uploaded. If a * is present near this button, it means that a file has already been uploaded for this material.

Material Description/Special Instructions

Allows you to add the material description and special instructions to be followed by the supplier.

Section 8

Section 8

Invoice Section

Shows a list of the invoices issued from the schedule with the invoice details.

Invoice date

Shows the date the invoice was created.

Invoice No.

Shows the invoice number.

Amount

Shows the invoice amount.

Click on the icon or Press F6 to open invoice.

Cost(Base)

Shows amount in the base currency regardless of the invoice currency.

Click on the icon or Press F6 to open invoice.

User Name

Shows who created the invoice.

Date/Time

Shows when the invoice was created.

Station

Shows the IP address of the computer used to create the invoice.

Section 9

Section 9

Version section

What is a version?

NEOSYS document versions provide a complete verifiable audit trail of who has done what, where and when in NEOSYS. There is no user interface to amend these records and versions are numbered sequentially to make it harder to tamper with.

Every time anyone creates or updates a record in NEOSYS, NEOSYS records their username, the time and date, the workstation number. It also keeps a copy of the old record.

At the bottom of each record on screen, you can see a complete history of creation and all amendments and you can click on any individual amendment to see the prior record.

If the same user makes more than one change to a particular record in one day then only one historical version will be retained for reference but the date, time and workstation number of all updates is recorded. This is to save wasting space in the database.

How do I save a schedule as a different version?

Each time a schedule is saved you are given the option of updating to a proposal number. If you go ahead with updating to a new proposal number automatically a new version number is created.

Version History

Version

Shows the version number and number of times changes have been made to the document.

Click on the icon or Press F6 to view older version.

Proposal

Shows the number of times the document has been updated with a proposal number.

User name

Shows who made the changes to the document.

Date/Time

Shows when the changes were made.

Station

Shows the IP address of the computer used to make the changes.