Preconditions

1. Report settings (SCV, SHL, Digital and Sponsorship have to exist)

These report settings contain the setup of the invoicing excel files, such as column position and fix values.

Steps to change the Header title of the report columns

  • Go to General Settings > Campaign > ReportSettings
  • Open the master data of the report you want to change
  • Go to tab “Fields” and sort by position “Pos”

Example: Position 0 is column A

  • Open the field of the position you want to change
  • Enter the header title you want to use in field “Label”
  • After you adjusted, do not forget to press "Save"

2. Campaign has to be of Invoicing type: "Campaign Invoicing"

The default value of the field „invoicing type“ is the necessary „Campaign Invoicing“.
It is not necessary to change it and therefore it has been moved to the misc folder and is only visible for admins.

3. Delivery Type in the bundle of the campaign should be filled in accordingly to the type of the campaign

After you adjusted, do not forget to press "Save"

4. Sponsorship label is set via order type of the placement

If the placement is of ordertype "Sponsorship", that setting will overrule the Invoice Label.

e.g. If campaign belongs to Invoice label "SHL" and one placement is of ordertype "Sponsorship", then the placement will be in the Sponsorship - Report and not in the SHL - Report.

5. TV Placement: Spots have to be aired

Only spots that are marked as run will be part of the invoicing report.

Conditions:

  • Time of invoicing: standard
  • Only spots that are marked as run will be part of the invoicing report.

6. Online / Non Media Placement:

Conditions:

  • Pricing: Campaign Price
  • Time of invoicing: specific day
  • Set invoicing day

7. Sponsorship Placement:

Conditions:

  • Order type: Sponsorship

Depending on placement media type, the rules of TV or Online have to be applied as well.