Matrix of Profile Settings

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