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Reconciling Insertion Orders

How are you reconciling IO's? Are you reconciling IO's?Is anyone using the A/R Media Billing feature? How successful has it been? Any hints you can share?

Thanks,

Sandy Husk

This is one of the first features I started using when I upgraded. If Clients and profits had nothing else going for it (which it DOES) I would buy it just for this, for one simple reason. If I forget to bill media, it costs me a FORTUNE. I have alerted all my Print Media Vendors that if they do not receive an Insertion Order from my company, any other order, verbal or otherwise, is invalid and my company will not accept responsibilty. My jobs may contain multiple insertion orders, but only for one month, ie. one job cannot have insertions for June and July. That way reconciliation at the end of the month is alot easier. If my costs and billings don't match, then I return to Media Billings to find out what wasn't billed, and if I can't find it from there, then I return to the original insertion orders. The tracking in C&P is phenomenal, I have never lost a Media billing since I started using that section. Simply PO's and IO's from C&P is an absolute must. I am currently trying to incept the use of C&P broadcast orers, but I have some reluctance from my employess who are used to doing it another way. I am however the boss, so I WILL win...eventually. :0) If you have more questions, please write. I'd be happy to help.

Sebastian Ogden
Managing Director
Quantum Communications Int'l Ltd.

The simplest way to reconcile insertion orders (or broadcast orders) would be to run the Media Reconciliation report. It's one of the Media Post Buy reports (which can be created for one client or all) - it shows you whether there are (or not) any A/R or A/P invoices against media orders, and if they have been paid or not. You can see a sample of this report at:
www.clientsandprofits.com/reports/212_MediaRecon_byClient.jpg
And here's how you print this report: View > Media then File > Print Media Reports > Post-Buy > Reconciliation - By Client A tip I can give you about using the Media A/R features is to run the Unbilled Media Report, so you have a reference for what should be billed that month. This report too can be run for one or all clients, and will list unbilled print &/or broadcast orders. You can see a sample of this report at:
www.clientsandprofits.com/reports/315_UnbilledMedia.jpg
And here's how you print this report: Snapshots > Work In Progress > Unbilled Media Also, enter a Space Close date on insertion orders for easier print media billing. And be consistent with your entries for Broadcast Month for broadcast orders - if you aren't, the client will have to receive more than one invoice to be billed for a single month's broadcast orders.

Best Regards,

Mary Peczeli
Clients & Profits

Our shop is trying to decide whether to purchase C&P Classic or C&P Pro. We do a fair amount of Media Planning and I'm wondering if it is worth the expense to upgrade...or is their a feature to classic that satisfy our planning needs...Any thoughts?? Any Suggestions would be greatly appreciated.

Julie Munsell

How do other agencies determine which orders are open in C&P that have been transferred via Media Link from SmartPlus for a single broadcast month?

In other words, how do you determine which media invoices have not been received against broadcast/insertion orders for a specific month?

Patsy Callender