Billing Profile Definition Overview

Company, office, client, and product codes must have billing and buying profiles to be used in Broadcast. The Billing Profile Definition option establishes the normal billing and disbursing rules. (You'll use Buying Profile Definition to define the buying profile.) Media and estimate profiles are not required, but allow special tailoring of billing requirements at the media and estimate levels if needed.

The definitions are hierarchical and require that the company and office be defined before clients can be defined. Values set at higher levels of the hierarchy become the defaults for lower levels; however, certain fields can be changed at client, product, media and/or estimate levels. Furthermore, when making changes the standard Hierarchical Change Rule applies.

The interface for the Billing Profile Definition consists of a set of tabs. The tabs are labeled the same for all levels but contain information appropriate for the level that you have selected. In the area above the tabs, you'll find information that will let you know what level you are currently working with.

The Profile Options Chart summarizes the settings which can be configured on the Billing Profile Definition tabs and the levels at which they can be changed.

Proceed to the Billing Profile Definition Prompt topic.