These are the possible settings in Profiles Definition showing the level at which changes may be made. The PM code indicates there are variations for media type at the product level.
There are also Alternate Address and Tax Exemptions windows with additional fields.
Settings: All Company Level |
Company Level |
Office Level |
Client Level |
Product/ Media Level |
Estimate Level |
Company Code |
Co |
|
|
|
|
Office Code |
Co |
|
|
|
|
Status Code |
Co |
|
|
|
|
Bill Ordered? |
Co |
Of |
C |
|
|
Bill Formula-Base |
Co |
Of |
C |
|
|
Bill Formula Percentage |
Co |
Of |
C |
|
|
Revenue % of |
Co |
Of |
|
|
|
Due Days |
Co |
Of |
|
|
|
Bill Type |
Co |
Of |
|
|
|
Separate Bills |
Co |
Of |
|
|
|
Bill printing: Free Buys on Bills |
Co |
Of |
|
|
|
Print Bill Formula Base Only |
Co |
Of |
|
|
|
$Columns to print |
Co |
Of |
C |
|
|
$Summary Columns to Print |
Co |
Of |
C |
|
|
Date Columns |
Co |
Of |
C |
|
|
Messages |
Co |
|
|
|
|
Changes |
Co |
Of |
|
|
|
Media Bill Month Only |
Co |
|
|
|
|
Post Payable at Net or Net-CD |
Co |
Of |
|
|
|
Payment Restriction Billed Items Only |
Co |
Of |
C |
|
|
Allow Partial Clearing |
Co |
Of |
|
|
|
Allow Media Level Immediate PBA |
Co |
|
|
|
|
Reconciliation Label |
Co |
|
|
|
|
Period Billing Basis |
Co |
Of |
C |
|
|
Suppress Detail Lines |
Co |
Of |
C |
|
|
Suppress Vendor Identification |
Co |
Of |
C |
|
|
Settings: Office Level, Client Level, Product, Media, and Estimate Level |
Company Level |
Office Level |
Client Level |
Product/ Media Level |
Estimate Level |
<Bill Formula> |
|
|
C |
PM |
E |
Company Code (does not display at lower levels) |
Co |
|
|
|
|
Office |
|
Of |
|
|
|
Client |
|
|
C |
|
|
Product |
|
|
|
P |
|
Media |
|
|
|
PM |
|
Estimate |
|
|
|
|
E |
Status Code |
|
Of |
C |
PM |
E |
Allow Media Level Immediate PBA |
Co |
|
|
|
|
Billing/Paying Output Queue |
|
Of |
|
|
|
Print Agency Name |
|
Of |
|
|
|
Print Agency Address? |
|
Of |
|
|
|
Pre-Bill Format Include Ad#/Ad Caption? |
|
Of |
|
|
|
Bank Code |
|
Of |
|
|
|
Allowable Tax Variance |
|
Of |
|
|
|
Tax Applies to Most Clients |
|
Of |
|
|
|
Post Payable At Net or Net-CD |
|
Of |
|
|
|
Allow Partial Clearing |
|
Of |
|
|
|
Billing Company |
|
Of |
C |
PM |
|
Billing Office |
|
Of |
C |
PM |
|
Exclude from General Check Run |
Co |
|
|
|
|
Contract Parent/Sub |
|
|
C |
|
|
Contract Parent Code |
|
|
C |
|
|
Disbursing Company |
|
Of |
C |
PM |
|
Disbursing Office |
|
Of |
C |
PM |
|
Printing Free Buys on Bills |
Co |
Of |
C |
PM |
E |
Ad Information |
|
Of |
C |
PM |
E |
Order Estimate Summary |
|
|
C |
PM |
E |
Payment Restriction: Billed Items Only |
|
Of |
|
|
|
Allowable Invoice Variance |
|
|
C |
|
|
Buy Rate at Code for Media CAR |
|
Of |
C |
PM |
E |
2nd Window |
|
|
|
|
|
Print Rate? |
|
Of |
|
|
|
Bill Ordered? |
Co |
Of |
C |
PM |
E |
Bill Ordered Percentage |
|
Of |
C |
PM |
E |
Bill Ordered Adjustment Months |
|
|
C |
PM |
E |
Bill Ordered Bill Tax? |
|
|
C |
PM |
E |
Bill Month Base |
Co |
Of |
C |
PM |
E |
Bill Month Calculation |
|
|
C |
PM |
E |
Bill Formula - Base |
Co |
Of |
C |
PM |
E |
Bill Formula Percentage |
Co |
Of |
C |
PM |
E |
Revenue % of |
Co |
Of |
C |
PM |
E |
Remit to Code |
|
Of |
C |
PM |
|
Separate Bills |
Co |
Of |
C |
PM |
E |
Separate Bills Prior Months |
|
Of |
C |
PM |
E |
Subtotals |
|
Of |
C |
PM |
E |
Subtotals on Page |
|
Of |
C |
PM |
E |
Bill $ Columns to Print |
|
Of |
C |
PM |
E |
Append Year to Bill Number |
|
Of |
C |
|
|
Print Estimate name 1 on Bill |
|
|
C |
|
|
Print Budget Code on Bill? |
|
|
C |
PM |
E |
Suppress Markets? |
|
Of |
C |
PM |
E |
Sort Markets |
|
Of |
C |
PM |
E |
Print Ad Number? |
|
Of |
C |
PM |
E |
Print Ad Caption? |
|
Of |
C |
PM |
E |
Print Billing Formula Base Only? |
|
Of |
C |
PM |
E |
Append Billing History to Bill? |
|
Of |
C |
|
|
Cash Discount Passed/Offered/Not Offered |
|
|
C |
PM |
E |
Cash Discount Comment? |
|
|
C |
PM |
|
Cash Discount Days |
|
|
C |
|
|
Reconciliation Label |
|
Of |
|
PM |
E |
Print 0 cost buys |
|
|
C |
PM |
E |
Period Billing Basis |
C |
Of |
C |
|
|
Suppress Detail Lines |
Co |
Of |
C |
|
|
Suppress Vendor Identification |
Co |
Of |
C |
|
|
3rd Window |
|
|
|
|
|
Include Market Format? |
|
Of |
C |
PM |
E |
$Columns to print |
|
Of |
C |
PM |
E |
$ Summary Columns to Print |
|
Of |
C |
PM |
E |
Date Columns |
|
|
C |
PM |
E |
Contract Information |
|
|
C |
PM |
E |
Circulation Information |
|
|
C |
PM |
E |
Caption Information |
|
|
C |
PM |
E |
New Page Per Vendor |
|
|
C |
PM |
E |
Quarterly Subtotals |
|
|
C |
|
|
Cost to Client |
|
|
C |
|
|
Reset Summary Page |
|
|
C |
PM |
E |
Messages |
|
Of |
C |
PM |
E |
Changes |
|
Of |
C |
PM |
E |
|
|
|
|
|
|
|
|
|
|
|
|
Report Billable Tax |
|
Of |
C |
PM |
E |
Report Actual Billable |
|
Of |
C |
PM |
E |
Media Bill Month Only |
|
Of |
C |
PM |
E |
Subtotal by Market? |
|
Of |
C |
PM |
E |
Sort Markets |
|
Of |
C |
PM |
E |
Buy Rate at Code |
|
Of |
C |
PM |
E |