Automatically Matching EDI Affidavits

If you want to automatically match all the affidavits in the Affidavit Entry/Match - EDI applet, you will follow these instructions:

EDI Selection Window

To automatically match EDI Affidavits:

1. Click <Select All> to select all the displayed affidavits.

2. When the Select All window displays, complete the Report Requests section as well as the standard Report Formatting Options section.

   You can use the check boxes to pick and choose which Report Requests you want

   Item Check Box Description Request Affidavit Matching Report Selected by default. This report shows the results of matching purchased spots from buy entry with spots entered from affidavits, on a spot-by-spot basis within a specified broadcast month. The report details each spot on the buy line, showing successful matches, forced matches, spots which were ordered, but did not air and spots which aired, but were not ordered.   Request Electronic Invoice Listing Selected by default. This report shows the affidavit detail of all affidavits that were transmitted via EDI and accepted into Broadcast through EDI Affidavit Entry/Match based on the selection criteria requested.   Print Program Titles Selected by default. Includes the ordered program titles on the report. If the spots ran during an actual survey period, the affidavit titles will also appear on the report.   Print Unmatched Items Only Selected by default. Shows only the unmatched items on the report. When not selected, shows all items.   3-Decimal-Postition Ratings Not selected by default. Displays ratings to three decimal places. When not selected, displays ratings to one decimal place.   Print Ratings Selected by default To suppress ratings columns from showing on the report, click the Print Ratings checkbox to remove the checkmark.

    

  Select All Window

3. Click the Submit button  to begin the automatic matching process.

4. When the automatic matching process is complete, you'll return to the Affidavit Entry/Match - EDI window and will close it.

5. Click the Reports icon in the MediaBank A|V toolbar to display the View Spool File window where you can access your report.

6. Depending on the results:

• All EDI affidavits that were successfully matched to buys will appear in the Affidavit Matching Report, which prints to your specified outqueue and are ready for clearance.

• Once an affidavit is matched, you can clear it for payment using Affidavit Clearance option.

• Any EDI affidavits that could not be successfully matched will appear in the Affidavit Matching Report, which prints to your specified outqueue.

• To fix any affidavits that could not be successfully matched, you can proceed with any of the following procedures:

• • Use the Affidavit Entry/Match option to make changes to the affidavit. Then repeat the matching process.

  • Use the Buy Worksheet in the Buy Module to make changes to the buy. Then repeat the matching process.

  • Use the Copy button to correct the affidavit details.

• Any EDI affidavits that could not be entered into the Broadcast affidavit files, will appear in the EDI Affidavit Entry Error Report, which prints to your specified outqueue.

• To fix any affidavits that could not be entered into the Broadcast affidavit files, use the EDI Affidavit Correction option to correct or delete the affidavits. Then repeat the matching process.

Additional options

• Inquiry button: Use the Inquiry button to select from a list of existing estimates or affidavits.

• Clear button: Use the Clear button to clear all fields in the prompt window.

Related Topics

• Affidavit Matching Report

• Electronic Invoice Listing