Profile Options Chart

The following chart summarizes the settings which can be set on the Billing Profile Definition tabs and the levels at which they can be changed. Keep in mind that not all settings are allowed at every level of the profile hierarchy.

 

Tab

  

Setting
 

  
 

Co/Off
Level

  
 

Client
Level

  
 

Product
Level

  
 

Media
Level

  
 

Estimate
Level

Company/Office Assignments and Financials

Billing Company/Office

X

X

 

 

 

Disbursing Company/Office

X

X

 

 

 

Clearing Account/Sub-Account

X

 

 

 

 

Payables Account/Sub-Account

X

X

 

 

 

Bank Code/Cash Account

X

X

 

 

 

Check Form

X

X

 

 

 

Check Run Exclusion

 

X

 

 

 

 

 

Co/Off
Level

Client
Level

Product
Level

Media
Level

Estimate
Level

 

Billing Control and Billing Formula

Bill Ordered

X

X

X

X

X

Bill Date Day

 

X

 

 

 

Ordered Percent

X

X

X

X

X

Due Days

X

X

X

X

X

Adjustment Months

X

X

X

X

X

Remit to

X

X

X

 

 

Bill Month Adjustment

 

X

X

X

X

Taxable

 

X

X

 

 

Maximum Bill (000's)

 

X

 

 

 

Bill On-Order Taxes

 

X

 

 

 

Base

X

X

X

X

X

Bill Commission Description

 

X

X

X

X

Commission Percentage

 

X

X

X

X

Commission Description

 

X

X

X

X

 

 

Co/Off
Level

Client
Level

Product
Level

Media
Level

Estimate
Level

 

Billing Formats

Separate Bill

X

X

X

X

X

Market Subtotals

X

X

X

X

X

Group Scheme

X

X

X

X

X

Station Details

X

X

X

X

X

Original Bill Type

X

X

X

X

X

Sequence Markets by Name

X

X

X

X

X

Adjustment Bill Type

X

X

X

X

X

Ordered Column

X

X

X

X

X

Standard Comment

X

X

X

X

X

Print Balance Only

X

X

X

X

X

Bill Form Name

X

X

 

 

 

Show Stations with Zero Balance

X

X

X

X

X

Append Year to Bill Number

X

X

 

 

 

Separate Bill for Commission

 

X

X

X

X

Label 1

 

X

X

X

X

Description 1

 

X

X

X

X

Label 2

 

X

X

X

X

Description 2

 

X

X

X

X

Print Budget Code

X

X

X

X

X

Separate Free of Commission Spots

X

X

 

 

 

Print Agency Name

X

X

X

X

X

Print Agency Address

X

X

X

X

X

Suppress History

X

X

 

 

 

Reconciliation Label

X

X

 

 

 

 

 

Co/Off
Level

Client
Level

Product
Level

Media
Level

Estimate
Level

Client Activity Formats

Report as

 

X

X

X

X

Standard Comment

X

X

X

X

X

 

Billing Address

Alternate Address

 

X

X