When selecting the Billing Profile option "Separate by" = Client, this option:
Allows Print/Interactive/OOH billings to be combined on a common bill for each client based on the following:
For the same media code and the same bill month.
It will pull buys from all regular estimates as well as product group estimates where Bill as Group=N.
Ignores settings within the lower profile levels, Product, Media, and Estimate. This includes lower level bill formulas unless the bill formula has been overridden on the buy. The system will display a message indicating this feature:
"Lower levels not used when Client Level Billing specified at Client level".
The "Comprehensive Billing Detail" option that is offered within the Live/Draft Bills and Re-Print Bills options is unavailable with this feature.
There are certain circumstances where the system will create additional bills for the same media code/same bill month.
Billing for product group estimates where Bill As Group=Y will ALWAYS break to a separate bill.
When selecting "Bill Commission Separately" option (checkbox on the Live/Draft bills screen) the commission portion will break to a separate bill.
Billing for fee only buys may break to a separate bill, unless the "C" (Combined - Client Billable) option is specified in the Bill $ Column to Print field of the Profile Definition for the client.
Subtotal Options:
No Subtotal: Sorts by Activity Date within Vendor.
Vendor: Sorts by Vendor with a subtotal for each Vendor.
Vendor Ad#: Sorts by Vendor with a secondary sort by Ad Number and displays a subtotal for each Vendor.
Ad# Vendor: Sorts by Ad Number with a secondary sort by Vendor and displays a subtotal for each Ad Number. Ad Caption 1 is also displayed for each Ad Number.
State: Sorts by state, city, vendor, and displays a subtotal for each state.
Market: This subtotal option requires the setting "Suppress Markets? = N". Sorts by Vendor and displays a subtotal for each Market.
Product: Sorts by Product and displays a subtotal for each Product. When using Product Group estimates:
Bill as Group = Y – Billing will break to a separate bill. The product code member will be included as part of the Subtotal description (i.e., Total [Prod Group Name]/[Prod Code Member].
Bill as Group = N – Billings will be split by each product code member of the Product Group based on the pre-established allocation %. It is then grouped/subtotaled with buys with the same product.
Estimate: Sorts by Estimate and displays a subtotal for each Estimate. The subtotal includes the product code along with the Estimate code (i.e., Total [Prod Code] / [Estimate Code]. When using Product Group estimates:
Bill as Group =Y – Billing will break to a separate bill. The subtotal will display with the Product Group name (i.e., Total [Prod Group Name]/[Estimate].
Bill as Group = N – Billings will be split by each product code member of the Product Group based on the pre-established allocation %. A subtotal displays for each of the product group members/estimate (i.e., Total [Prod Group Member] / [Estimate]).
Commission%: Sorts by vendor commission.