Open the App Launcher and search for Quote Preferences.
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Field Label | Function |
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Hide Package Component Details | (Columns with Fields not rows): By default, all package components are hidden, if you like to show package component details to your customers, set this directly in the Campaign Item (see 3.6 Packages for more information). If you then want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field |
Hide Package Component Fields | In this list you can define which fields should be hidden for package components in the PDF. Please see the table below for more information. (Please note that the value in the fields will not display for components only, Package Header fields will still be populated.) |
Hide Package Header Details on PDF | When this setting is activated, it will be mapped to the relevant field on Campaign Item by the Media Configuration upon creation. When active on the Campaign Item level, ADvendio hides everything in the line of the Package Header except for name, from and until date, booking quantity and the final amount (N1, N2 or N3 depending on AE and TPC. Attention: N2 will be hidden when there is no AE) |
Show dates on Package Header | When this setting is activated, the Start and End date of Ad Hoc Packages will be summarised in the Package Header on your Quote. |
Hide ad hoc Package Component Details | When this setting is activated, ad hoc package components will be hidden on the PDF. Read more about this setting right here: 3.6.4 Ad Hoc Packages |
Show Contact's mailing address | If checked, the PDF will show the contacts mailing address instead of the accounts billing address |
Quantity Discount decimal places | The number of decimal places which will be displayed for the quantity discount. |
Agency Discount decimal places | The number of decimal places which will be displayed for the agency discount. |
Customer Discount decimal places | The number of decimal places which will be displayed for the customer discount |
Special Discount decimal places | The number of decimal places which will be displayed for the special discount. |
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More information on the PDF Labels here 7.2.6 Configure Legal Entities
Click Save to complete the creation or editing of the proposal layout.
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To hide certain fields for package components they have to be entered as line-separated list (see above). The fields need to be written like in the table below, to be recognized by the system. If you don't enter any fields in the list, the following default fields will always be hidden for package components (when the Hide Package Components Details checkbox is active):
Sales Price
Amount
Quantity Discount
Customer Discount
Agency Discount
Special Discount
Amount net
Agency Commission (%)
Amount net/net
eCPM
eCPC
additional fees
Here is a list of all possible fields and what text string needs to be entered for them to be hidden:
Field | API_Name | What you need to enter |
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Sales Price | ADvendio__Sales_Price__c | salesprice |
Amount | ADvendio__Amount__c | amount |
Quantity Discount | ADvendio__Rate_Discount_1__c | ratediscount1 |
Customer Discount | ADvendio__Rate_Discount_2__c | ratediscount2 |
Agency Discount | ADvendio__Rate_Discount_3__c | ratediscount3 |
Special Discount | ADvendio__Rate_Discount_4__c | ratediscount4 |
Amount net | ADvendio__Amount_net__c | amountnet |
Agency Commission (% | ADvendio__Agency_Commission__c | agencycommission |
Amount net/net | ADvendio__Amount_net_net__c | amountnetnet |
eCPC | ADvendio__eCPC__c | ecpc |
eCPM | ADvendio__eCPM__c | ecpm |
Additional Fees / Surcharges | Summary of multiple fields | addfees |
Position Number | ADvendio__PositionNumber__c | position |
Ad Spec → Site | ADvendio__Ad_Spec__r.ADvendio__Site__c | site |
Ad Spec → Placement | ADvendio__Ad_Spec__r.ADvendio__Placement__c | placement |
Ad Spec → Ad Type | ADvendio__Ad_Spec__r.ADvendio__Ad_Type__c | adtype |
Campaign Item Name | Name | name |
Ad Spec → Description on PDF | ADvendio__DescriptionOnPDF__c | adprice.adspec.descriptiononpdf |
Frequency Capping | Summary of multiple fields | fc |
Technical Targeting Information | Summary of multiple fields | technicaltargeting |
AdHourOfDay & AdDayOfWeek | ADvendio__AdHourOfDay__c & ADvendio__AdDayOfWeek__c | timetargeting |
Geo Targeting Information | Summary of multiple fields | geotargeting |
Ad Key Values | ADvendio__AdKeyValues__c | adkeyvalues |
Selected Content Information | ADvendio__SelectedContentInformation__c | selectedcontentinformation |
Selected Publication Date Information | ADvendio__SelectedPublicationDateInformation__c | publicationdatetargeting |
Third Party Commission | ADvendio__Third_party_commission__c | thirdpartycommission |
Amount Net3 | ADvendio__Amount_net3__c | amountnet3 |
From Date | ADvendio__from_Date__c | fromdate |
Until Date | ADvendio__until_Date__c | untildate |
Billing Category | ADvendio__Billing_category__c | billingcategory |
Quantity | ADvendio__Quantity__c | quantity |
Guaranteed AI | ADvendio__Guaranteed_AI__c | guaranteedai |
Line Description | ADvendio__LineDescription__c | linedescription |
Notice that the text string might not be equal to either label or API name of the field.
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