Description: Up to 50 characters - Enter the advertiser name
Bill To: This
field will default to direct for advertiser, unless there is an agency or rep
firm assigned to this advertiser.
Then, it will default to a or r.
You can change the code, but make sure that the record has a complete
address.
Address-1: Up to 30
characters - Enter the advertiser's address
Address-2: Enter any additional address information.
For example Suite 200
City: Enter the city
State: Enter the state as
you would like it to appear on invoices and reports.
Zip: Enter the zip code
Country: Enter the
country (optional)
Contact: Enter the advertiser
contact name. If there is more than
one contact enter both names on the same line.
Phone: Enter the advertiser’s area code (optional) and phone number
Fax: Enter the advertiser’s area code (optional) and fax number
Agency: Enter the agency
if any, associated with this advertiser. Select
the dropdown or begin typing the description to display a selection list from
which to choose.
Rep Firm: Enter the rep
firm, if any, associated with this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose.
Industry: Enter the industry
most commonly used for this advertiser. Select
the dropdown or begin typing the description to display a selection list from
which to choose
Account Executive: Enter
the account executive associated with this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose.
Sales Type: Enter the sales
type most commonly used for this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose
Class: Enter the spot
class most commonly used for this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose
Terms: Enter the terms
most commonly used for this advertiser. Select
the dropdown or begin typing the description to display a selection list from
which to choose
Billing Group: Enter the billing
group most commonly used for this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose
Billing Cycle: Enter the billing
cycle most commonly used for this advertiser.
Select the dropdown or begin typing the description to display a
selection list from which to choose
Gross Billing: Check if you want the invoice to print the gross amount
and not the advertiser commission and net amount.
Unchecked is the most common situation.
In either case, the advertiser commission transaction will carry through
to the Accounts Receivable and the General Ledger
Affidavit: An option in billing that specifies when a spot ran.
f you want the affidavit
statement entered in print invoices customization to print on this advertiser’s
invoice. If this advertiser does
not require an affidavit, leave unchecked.
Co-op: Check if you want the advertiser to receive co-op invoices.
Exact Times: Check if you want the exact time and date each spot ran to print on the
invoice.
Notarized Script: Check
if this advertiser requires a notarized copy of the script.
Summit will print a message on the invoice stating the notarized script
is attached and optionally print the script.
Separation: Enter the normal separation time for this advertiser's
spots from each other.
Monthly
Finance Charge: Enter the
monthly finance charge this advertiser could have applied to invoice balances.
Credit
Limit: Enter this advertiser's
credit limit. When a contract is added for an advertiser whose A/R balance
exceeds the credit limit, the operator will be warned
Notes: Click to open a dialog where you can enter internal notes
regarding this advertiser. Put their email address on the first line if you want
the ability to email reports, etc. to them.
Message: Click to open a dialog where you can enter a message that can
print on confirmations, invoices, and statements for this advertiser.
File-Print submenu.
File-Defaults submenu.
Default values you assign here are automatically entered into the respective
fields of new advertiser records. You can then change them individually as
desired.
See
Billing
Group: see Miscellaneous Definitions -
Billing Group
Billing
Cycle: see
Miscellaneous Definitions - Billing Cycle
Terms:
see Miscellaneous Definitions - Terms
Sales
Type: see Sales Types
Spot
Class: see Miscellaneous Definitions - Spot
Class
Gross
Billing: If you check this, the
gross amount billed will print on invoices instead of the net amount.
Affidavit:
If you check this, a customizable text line prints on invoices .
Exact
Times: If you check this, the date, time, and description will print on an
invoice.
Separation:
Enter the normal time spots for the same advertiser are separated.
Finance
charge: Enter how much the advertiser will be charged
if the bill isn’t paid on time.
