Advertiser/Agency/MBS Tab

The Advertiser/Agency/MBS tab contains the following areas:

SampleAdvertiser/Agency/MBS Tab

Selected advertiser/agency/MBS information - The advertiser, agency, billing agency, and media buying service selected for this sales order appear in the uppermost box. Click on a client name to view its details in the gray area below the box. If the selected client has a credit type other than Unlimited, the details will appear in red. The Add/Modify button is used to select clients. Refer to Adding Clients, below, for detailed instructions.
Preferential Priority - Preferential priority is used to prioritize the orders for an advertiser. This value defaults to the preferential status number entered for the respective advertiser in Setup Editor (Names>Advertisers>General tab). A high-access user can change the preferential priority number here to increase or decrease the priority of this order against all other orders for the respective advertiser. For example, assume the Sears advertiser has a preferential status of 3. If Sears has five orders in the system and one of them is a trade order, the trade order can be given a lower preferential priority in the sales order header so that spots from all other Sears orders schedule before the trade order spots in the event that multiple Sears spots qualify for the same avail.

NOTE - For preferential priority to apply, the station on which the order is running must have preferential status set as a scheduling factor in Setup Editor (Stations>Stations>Scheduler tab).

Agency Commission - If there is an agency associated with this sales order, the agency commission percentage will default in the % field. This percentage can be altered, or No Agency Commission can be chosen. No Agency Commission will be the default selection when a direct advertiser is attached to the order.
Buyer - If desired, enter the buyer name in this field.
Tax Schedule - The default tax schedule appears in this field. If desired, use the dropdown to choose a different tax schedule for this order.

Adding Clients

Use the following procedure to add clients to a sales order.

NOTE - For those clients that have Marketron Global Data Manager enabled, you will not be able to add or edit Advertiser, Agency, or MBS records because these records will be managed in Global Data Manager. Because salespersons cannot enter new advertisers, agencies or MBS, Marketron recommends creating a Standard Operating Procedure (SOP) for your organization where market-level staff can request new additions. Request can be made to a Global Data Manager user, or the organization may choose to limit market-level staff members access to Global Data Manager based on market security.

To add advertisers, agencies, or media buying services to a sales order:

On the Advertiser/Agency/MBS tab of the header, click the Add/Modify button. The Choose Advertisers and Agencies dialog box appears.

Sample Choose Advertisers and Agencies Window

Use the Type dropdown to choose the type of client (advertiser, agency, bill and remit, or media buying service) you want to add to the order. The Items box will populate with the respective client list.

NOTE - If desired, click once on any client in the Items box to see their information in the gray area underneath the Selected Items box. This can be helpful when choosing from among many advertisers with similar names or when skimming credit restrictions.

Choose the desired client(s). Either double-click on the entry, or select the entry and click Add. The chosen entry will be transferred to the Selected Items box. If the client you want to add does not appear in the list, it can be added by clicking the New button.

NOTE - Refer to Adding New Clients for more information on adding new clients.

Repeat steps 2 and 3 until you have selected all the desired clients. If at any time you wish to remove an entry from the Selected Items box, double-click on it, or select it and click Remove.

NOTE - A billing agency can be added to the order by selecting two agencies. The first agency added will be the regular agency (receives the broadcast contract), and the second one added will be the billing agency (receives the invoice).

Sample Type/Agency Area

NOTE - If your station uses advertiser associations, associated data in the header will automatically be chosen when the advertiser is chosen. If desired, these defaults can be removed and different data can be selected instead.

NOTE - If your station uses advertiser associations, a sales assistant (or any other user) who enters orders for a salesperson should be associated with all of the salesperson's advertisers.

Credit Types

The table below explains the credit types that can be listed for a client.

Credit Type	Definition
Cash Before Contracted	Any new sales orders involving this client cannot be converted to contract. After payment is received, a member of the Business Office will lift the credit restriction.
Cash Before Logged	>Orders from this client can be entered, contracted, and scheduled. However, all orders from this client will have to have their credit restriction approved by the credit manager before spots from this order can be generated on the final log.
No Credit	Any new sales orders entered for this client cannot be converted to contracts until their credit is approved.
No New Orders	No new orders involving this client can be entered in Sales Order. If a user attempts to add this client in the sales order header, a message will inform them that orders involving the client are not permitted at this time.
Unlimited	Clients can run spots on any station without any restrictions.