Profiles Definition Explained

To do any work in Traditional Print, Out-of-Home, or Interactive Buying, before even the Buying Profile can be created, you must have a Billing Profile.  This Profile includes controls and settings that establish how your Company uses these Media options (Broadcast and Network have their own Billing Profile option).  This option is where you establish the look of your bills and Client Activity Reports, remittance information for bills, which office may bill and pay, and the columns that print on the Client Activity Report for Billing.

Company Profile is the first level to be established. After this is completed, you may establish the Office Level profile, and so on through Client, Product, Media and Estimate. Certain settings are only available at the Company level, and these filter down to each level below. Certain settings may only be changed at the Company level (  Other settings may be established at the Company level then be overridden at the Office Level (Status Code).

Note: Information you key at a Company or Company/Office level defaults into fields at the lower levels. Default fields at the lower levels may be changed as applicable.

You will notice that certain profile settings only begin at the Office Level, such as Allowable Tax Variance, Tax Applies to Most Clients, Bill $ Columns to Print.

The buttons across the top of the Client Profile (after you key Company, Office, Client then click the Next icon to display the Detail window) cause new windows to display. These are: Tax Exempt, Alt Address, Authority,and Bill Formula.  When you use these links to set up more specifics, always  click Save on that option, and when you return to the Profile, click Save again.

Refer to the Matrix of Profile Settings to understand which profiles may be changed at each level.

Refer to the Profiles Definition All Fields.