Live/Draft Bills

After collecting activity for billing, use this option to select the activity to print on draft or live bills. You may also reject items that need to be corrected. See Cancelling a Billing Request.

If you make changes to the buy or to the profile settings such as to include the headline and insertion order number on the bill, you must recollect the insertions available for billing by using Billing Request or the overnight PBA. Any change to the profile or buy will not be reflected on the bill unless the billing activity is recollected after the change is made. See Billing Address for an explanation of how the address is retrieved for a bill.

1. Select Billing | Live/Draft Bills.

Live/Draft Bills Prompt

2. If the "Override Screen with Profile Values" field is checked, you must key at least the Client or the Client Group code so that the Client's Billing Profile is used.

If unchecked, fill in the following fields for either Billing type (Draft or Live) .

3. Use the Billing Type radio buttons to select either Live or Draft bills.

4. Leave the fields listed below blank to retrieve all activity that has been collected for billing OR key one or more of them to limit (filter) the billing activity that displays on the Billing Selection window.

• Client or Client Group or Client/Product

• Media

• Estimate

• Vendor

• Bill Month/Year

4. The date in the Bill Date field appears on the bill as the Bill Date and is used with the Due Days field to calculate the Due Date on the bill. Accept the default of today's date or key a MM/DD/YYYY of up to a month in the past or in the future.

5. In the Due Days field, key the number of days to be added to the Bill Date to calculate the Payment Due date. Key 00 (zero zero) to print "TOTAL DUE UPON RECEIPT" as the due date.

6. To print a separate bill for the commission, click the Bill Commission Separately check box to display a check.

7. To produce a Client Activity Report along with Live billing, click the Cancel Client Activity Report check box to remove the check. This setting can only be used with the Output to Printer selection as described below.

8. Use the Comprehensive Billing Detail check box to indicate whether to include adjustment detail on this bill.

• Checked. Show all adjustment detail since the activity was originally billed. This does not affect the total due on this bill.

• Unchecked. Only show activity being billed on this bill.

9. Click View by Vendor to have the bill selection window group bills by Vendor code.

10. Click “Include Items on Billing Hold” check box to show items that have been placed on billing hold. Items on Billing Hold cannot be selected for live/draft billing. If you do not want to include items on Billing Hold, remove the check from the checkbox. Depending on installation, Items are automatically placed on Billing Hold during the DFA Import process when reserve is generated from the DFA and stored as a negative amount in Mediaocean’s Interactive Buying for an estimate/vendor with a space code of DFARESERVE or USERESERVE.  Note: Items that have been manually placed on Billing Hold in Mediaocean Interactive Buying are also included in the collection and may not be related to the DFA Import

11. Accept the default Billing Format to print Detail (only) bills or click a radio button to select Combination (both Detail and Summary bills) or Summary (only) bills.

12. Billing Output:

• PDF: (Default). The billing you release on the Detail window generates PDF bills.

• Output to Printer: Billing is directed to a billing output queue for printing on a laser printer. This selection is used with the Cancel Client Activity Report setting as described above.

Note: Whichever method you use will be the default the next time you use this option. If billing to printer output, change the Report Formatting Options on the detailed Billing Selection window, if necessary.

12. Click the Next icon to display the Billing Selection window where you select the insertions to bill and/or items to remove from the billing collection.