7.2.1.1 Administration Settings
To access the Administration Settings, navigate to the App Launcher and search for the term "Administration Settings". You will then be directed to a Visual Force Page with two tabs. The first tab allows you to adjust your personal user settings, while the second tab to adjust the general administration settings that affect ALL users.
- 1 Personal Settings
- 2 Administration Settings
- 2.1 1. Administrator Actions
- 2.1.1 1.1 PDF Settings
- 2.1.2 1.2 Media Campaign/Configuration Settings
- 2.1.3 1.3 Media Search Settings
- 2.1.4 1.4 Availability Forecast
- 2.1.5 1.5 Booking Calendar Settings
- 2.1.6 1.6 Billing and Accounting Settings
- 2.1.6.1 1.6.1 General
- 2.1.6.2 1.6.2 Invoicing
- 2.1.6.3 1.6.3 Delivery Data/Revenue Schedules
- 2.1.6.4 1.6.4 Pay Factor Settings
- 2.1.6.5 1.6.5 Flexible Payment Plan Settings
- 2.1.6.6 1.6.6 Publisher Payout Settings
- 2.1.6.7 1.6.7 Accounting Interface Settings
- 2.1.7 1.7 Account Settings
- 2.1.8 1.8 Inventory Settings
- 2.1.9 1.9 Inventory Forecast Settings
- 2.1.10 1.10 Set PDF document names
- 2.2 2. Default Settings for all users
- 2.1 1. Administrator Actions
- 3 Other usages of Administration Settings
Personal Settings
Here you can set up how your media campaign line items will be sorted (if you are not using the alternative 8.5.1 Setup the Campaign Item Related List Visual Force Page (VFP)).
You can also set your
personal default rate card,
quote and invoice preferences 7.5.5.4 Quote / Invoice Preference Hierarchy and
activate the 4.3.9.1 Extended Publication Date Calendar if needed, and
set the number of search results for the Media Search.
Administration Settings
1. Administrator Actions
1.1 PDF Settings
Label | Description |
---|---|
Fixed Position Numbers | If this is checked all position numbers will be retained and can not be changed. |
Approval Watermark Proposal | Enable to display a "Draft" watermark on every quote for all Media Campaigns which are not approved (Checks for the fields "ADvendio__IsApproved__c"). |
Approval Watermark (PreInvoice) | (with 2.83) - Enable to display of a "Draft" watermark on all Invoices which are in status "Draft", "Reviewed", or "Created". |
Custom Quote PDF | Insert your Visualforce page containing the custom quote pdf. This will show when pressing 'generate document' on Media Campaign. For more details please have a look here: 7.5.9 How to customize the PDFs? |
Custom Invoice PDF | Insert your Visualforce page containing the custom invoice pdf. This will show when pressing 'show document' on Invoices. It will also be used in the billing run to attach the documents. For more details please have a look here: 7.5.9 How to customize the PDFs? |
1.2 Media Campaign/Configuration Settings
Label | Description |
---|---|
Show Product Recommendations | Displays product recommendations when adding campaign items. |
Use new Media Configuration | Turns on the new MediaConfiguration (If you see this option, highly recommended!) Learn about Media Configuration Functions here. |
Prevent Fiscal Year Overlapping | 7.2.2.6 Sell by fiscal year only - Please activate the checkbox to prevent the creation of Media Campaigns with a runtime in more than one fiscal year. |
Set Media Campaign Name | Feature deprecated. Please don't use instead program a flow or workflow to set the name field! Here you can download an example SetMediaCampaignName-2.flow |
Use new Media Search | Turns on the new media search page |
Quantity Discount decimal places | The number of decimal places that will be displayed in the quantity discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_1__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs. |
Customer Discount decimal places | The number of decimal places that will be displayed in the customer discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_2__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs. |
Agency Discount decimal places | The number of decimal places that will be displayed in the agency discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_3__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs. |
Special Discount decimal places | The number of decimal places that will be displayed in the special discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_4__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs. |
Sales Price decimal places | The number of decimal places that will be displayed in the sales price and the according to surcharges. For more information about this feature take a look at the following Wiki page: 7.6.14 Setup Sales Price Decimals. |
Default Agency Earnings | Use this to set a default percentage for your AE which will then be set when creating any new campaign item. |
ModifyCampaignItems JavaScript Extension | Link to a custom JavaScript static resource. This JavaScript is added to the New MediaConfiguration and Optimizer pages. Steps on how to use this:
|
CampaignBuilder JavaScript Extension | Create, upload and enable your custom script:
|
Match Publication Dates Validation | Enable this setting to avoid your users from setting other dates in the Campaign Item record page than the ones being set by Publication dates. For further information about this feature please read: 4.3.9 Publication Dates |