1. Activate Media Configuration

The system administrator is able to activate or deactivate the media configuration at any time.

Please activate the Media Configuration:

1. Navigate to Overview > Setup & Setting > Administration Settings and select the tab Administration settings. 
2. Please expand the first section Administrator Actions.
3. Activate the Media Configuration by selecting the checkbox Use new Media Configuration.

Note: It is always possible to deactivate this feature. In this case, the old Media Configuration is used again.

1.1 Overview of features

The media configuration changes the way how to configure your Campaign Items. The system administrator is now able to display or hide fields, tabs or action buttons and customize those to specific needs so that different users see exactly the information they need to see.

The features in the Media Configuration were optimized and redesigned:

1. Tabs can be renamed, removed and created with different fields in the tab setup.
2. Fields can be displayed at every tab as input field, read-only field or hidden field. It is also possible to display one field for every tab.
3. Action buttons can be enabled and disabled. Moreover, all action buttons are redesigned and coming with new functionality: Copy Item, Delete Item, Copy Value and Split Item.
   1. Copy Item: The user is able to copy a Campaign Item multiple times.
   2. Delete Item: The user is asked if he is sure to delete the corresponding Campaign Item.
   3. Copy Value: The user is able to Copy any Value to other Campaign Items, for instance Dates, Quantity, picklist values or Key Values. That feature saves at lot of the time.
   4. Split Item: The user is able split a Campaign Item by Time Frame, Countries, Regions, Cities, Content, Key Values, Publication Dates, Web Browsers or Operating Systems. Furthermore, the user can share a value across all splitter items, for instance, Quantity, Sales Price or Guaranteed Ad Impressions.
4. Products are displayed with product icon.
   
5. Packages are displayed with package icon and component icons. Packages and Campaign Items can be combined as AdHoc Bundles, Publication Dates can only be selected for components.
   1. Linear Package: All information should be entered at package header level and automatically written down to the components.
   2. Prorated Package: All information should be entered at package header level and automatically written down to the components.
   3. Individual Package: All information should be entered at component level and automatically written up to the package header.
6. Tab Setup: All tabs and their fields are configured in the object Tab Setup as well as the the sort order. The system administrator is also able to select different tabs and their fields for different features: It is possible to show different fields for the Media Configuration and the Commercial Optimizer. Moreover, it is possible to show other fields for the "Add Items" button as for the "Edit Items" button. It is important to setup all relevant fields and tabs at this point, because restrictions are made at Tab Rules.
7. Tab Rules: Tab Rules defines, under which conditions fields are editable (input fields), read-only fields or fields, that are hidden for a specific user or user group. It is also possible to define, under which conditions action buttons are enabled or disabled and for which feature this rule should work. Tabs and their fields are configured in the object Tab Setup.

Some functionality configured by the system administrator can be disabled or read-only for the user. As a system administrator please ensure, that user groups see the right information.

Note: Changes are only successfully saved after the Save button was clicked and there was no information missing. Tab Rules are only useful to hide some fields or action buttons for users or user groups. Moreover, Tab Rules are sometimes only useful if the condition is based at Ad Price level or Ad Spec level because the Campaign Item is not yet created (exception could be the "Edit Item" button).

1.2 Action Buttons

Action buttons allow the user to configure Campaign Items more easily. Copy, Delete, Copy Value and Split are great features to configure and generate the required Campaign Items quickly.

Learn more about the action buttons:

1. Copy Item: This function allows the user to copy a Campaign Item. The user is able to define a number, how often the Campaign Item should be copied. Moreover, the user sees the corresponding Campaign Item to make sure, that the right item is selected. He is also able to abort the process.
   
2. Delete Item: The user is asked if he is sure to delete the corresponding Campaign Item. Moreover, the user sees the corresponding Campaign Item to make sure, that the right item is selected. He is also able to abort the process.
    
3. Copy Value: The user is able to copy any value to other Campaign Items, for instance Dates, Quantity, picklist values or Key Values. First, the user has to activate the feature by clicking the icon. Second, the user has to select one field, that should be copied to other ones (for instance, Quantity). This field is now marked with a blue border. All other fields in the column get a green border except those, where this information can not be copied. The user can deselect fields with a green border. Immediately, the old value appears again and the border of this field gets grey. Of course, the user can select those fields again by clicking on this fields. Lastly, the user clicks the green "ok" button to copy the values to all selected fields, he can also abort the process by clicking the red "cancel" button. The user is able to repeat that process for different fields in one row.
    
4. Split Item: The user is able to split a Campaign Item by Time Frame, Countries, Regions, Cities, Content, Key Values, Publication Dates, Web Browsers or Operating Systems. Those values are only selectable, if the Campaign Items meets the requirements like having Geo Targeting information for Countries, Regions or Cities. Furthermore, you can share a value across all splitter items, for instance, Quantity, Sales Price or Guaranteed Ad Impressions.
    

Action Buttons can be enabled or disabled by using Tab Rules. Furthermore, those action buttons can be enabled or disabled for different features.

1.3 Tab Setup

The ADvendio Package comes with different tabs and fields that are similar to the old media configuration. This tabs and their fields as well as the sort order can be customized by the system administrator. It is possible to use different tabs for different features, for instance, the Media Configuration can have other tabs and fields as the Commercial Optimizer. Moreover, it is possible to define, what tabs and fields are displayed for the "Add Items" or "Edit Items" button.

Please customize the Media Configuration:

1. Navigate to Overview > Setup & Setting > Tab Setup and click New Tab Setup to create a new tab with fields or click Edit at an existing Tab to edit this tab. You can also delete not necessary tabs by clicking Del at those tabs.
2. Edit the Tab Setup Name.
3. Edit the Sort Order.
4. Select the checkbox Static Fields, if these fields should be visible for every tab (Recommendation: Only check in first setup tab record).
5. Select all Feature Assignments, for that this tab should be used. If you make no selection, this tab is used in every feature.
6. Select all fields in the Select Fields section, that should be displayed at this tab.
   1. Click the "plus" icon at any position to add a new field below this position.
   2. Click the "delete" icon at any position to delete this position.
7. Click the Save button to create your tab or save your changes.

Note: In most cases it is only useful to select Campaign Item fields here.

Standard tabs and fields:

1. Period: From Date, Until Date, Line Description and Publication Dates
2. Pricing: Quantity, Guaranteed AI, Rate Calculation Quantity, Sales Price, AC and Package
3. Frequency Capping: FC Quantity, FC Ad served every and FC Period
4. Time: AdDayOfWeek and AdHourOfDay
5. Browser: AdOperationSystems and AdWebBrowsers
6. Geo: Geo Targeting
7. Key Values: Key Values
8. Content: Content Targeting

Moreover, there exists one more tab called "Static Tab", that displays the Billing Category next to the Action Buttons for every tab.

1.3.1 Accumulating Currency/Number Fields

Currency and Number fields can be accumulated in order be provided with a grand total.

Setting up the total for currency fields:

1. Navigate to Overview > Setup & Setting > Tab Setup and click New Tab Setup to create a new tab with fields or click Edit for making changes to an existing tab.
2. Enter/Edit the Tab Setup Name.
3. Enter/Edit the Sort Order.
4. Select the checkbox Static Fields in order to make these fields available for every tab.
5. Select all Feature Assignments for which this tab should be available. If you make no selection, this tab is used in every feature.
6. Select all fields in the Select Fields section, that should be displayed in this tab.
   1. Click the "plus" icon at any position to add a new field below this position.
   2. Click the "delete" icon at any position to delete this position.
7. The grand total can only be enabled for currency fields. In order to activate the grand total for a certain currency field, please set the checkbox Sum Up to TRUE.
8. Click the Save button to create your tab or to save your changes.

1.4 Tab Rules

Tab Rules define, under which conditions fields are editable (input fields), read-only fields or fields, that are hidden for a specific user, user group or profile. It is also possible to define, under which conditions action buttons are enabled or disabled and for which feature this rule should work.

Please create Tab Rules for the Media Configuration:

1. Navigate to Overview > Setup & Setting > Tab Rules and click New Tab Rule to create a new rule using conditions or click Edit at an existing Tab Rule to edit this rule. You can also delete not necessary rules by clicking Del at those rules.
2. Edit the Tab Rule Name.
3. Select all Feature Assignments, for that this rule should be used. If you make no selection, this rule is used in every feature if the condition is true.
4. Select a Condition, the Operator and the Value to create an input criteria. As Source, you should use already existing fields in objects like Ad Specs or Ad Price, because Campaign Item fields does not exist at this moment (exception could be the "Edit Item" button). You can also select Profile or Role using the pick list value "Current User". Click the "plus" icon to create a second condition (AND connection). Click the "delete" icon to delete the condition.
5. Define all Actions, that should be enabled or disabled.
6. Select all Fields, that should be Required Fields.
7. Select all Fields, that should be Read-Only Fields. You can also select the Checkbox All fields read-only to have only read-only fields in the Media Configuration.
8. Select all Fields, that should be Hidden Fields. Those fields will not be displayed, if the Condition is met.
9. Click the button Save to create your tab or save your changes.

Note: If all fields are hidden in one column, the whole column is not displayed. If all columns are not displayed, the tab disappears from the Media Configuration.

Standard rules:

1. Name: Make optimized Campaign Items read only
2. Condition Source: Campaign Item Field > Optimization Exclusion
3. Condition Operator: not equal to
4. Condition Value: empty
5. Read-Only Fields: All fields read-only (TRUE)

Example:

1. Name: Agency Commission
2. Condition Source: Campaign Item Field > Ad Price > Ad Spec > No Agency Comission
3. Condition Operator: equals
4. Condition Value: TRUE
5. Read-Only Fields: AC

2. Net Calculator

To add this function to your media configuration you need to either modify your pricing tab or create a new tab with the following information:

Columns:

 Sum up any you like: i.e. ADvendio__BudgetN2__c

2.1 Configure the Media Campaign Budget

The budget can be entered by the user on the media campaign. It will then compare the spend amount within the media campaign with the set budget to allow better selling:

In order to tell ADvendio which amount net or gross value to choose you have to modify the ADvendio Custom setting: 

Click on Manage and then Edit and set the Campaign Item field API for the Budget Amount Field API Name: