Media recommended Process

Please follow the process below to“

• create a media schedule

process supplier POs

manage and invoice internal production costs (media management tasks)

invoice a client

Click on “file / configuration / jobs / planning templates”

Select a job type eg media from the drop down list and create a planning template

The default plan consists of a minimum of two phases

1. an administration phase for media management tasks

and at least one media phase (the example below has two media phases)

The internal time spent on media management is not billed to an external supplier. We only invoice our client.
We use “HOUSE” an the internal supplier of these services. Amend the HOUSE supplier record to reflect “commission =100%” and tick option “commission is mark-up”. This will ensure zero supplier cost but create a billable amount for the client.

In the plan below:

We are charging $1000.00 for media management;

Right click on the media plan and select 'create tasks'. These tasks will appear in the 'Planning Tab'

Click on tab

Manage tasks eg create sub tasks and assign to staff

If client has a special mark up for services from a media supplier, set this up in the 'mark up' config menu

When the media plan is created, the default mark-up appears

Enter the “bill to client” amount

The proposed media plan

If the job status is not 'live', click on

Click on tab to create POs

Create POs for each supplier; you have the option to select a PO date and a PO due date.

Approve the POs

Plan with booked media spots

Click on tab
You have the option to create three client invoices or a single invoice. We recommend there three separate client invoices are created - it is much easier to manage changes.

Approve the client invoices

Log the invoices

Media plan with invoiced bookings

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