3.6.4 Ad Hoc Packages
Ad Hoc Packages are bundles of ad specifications that sales users create on the spot. These packages can be described as "immediate" or "impromptu". They are not associated with a particular ad price and can be included in a PDF to provide customers with a general idea or the illusion of purchasing a personalized package. If the "Package" field is added to the layout and your administrator has enabled this function in the 7.2.2 Setup Media Configuration, you will see the Package dropdown box in your media configuration.
If you choose to put two or more line items in an Adhoc Package choose the same package name
from the picklist or
type in your own package label (version 2.94 and up).
In this example above the user choose the predefined label "Package 1", in the example below the user typed the label "Special Package" into the dropdown box.
If you need other standard picklist values please inform your administrator. This will lead to the following PDF:
Ad Hoc Package Header Information
We changed the header information at landscape PDFs in versions 2.107 and up. This means that the Billing Category and the Quantity are summed up if the Billing Category is the same amongst all components.
We changed the header information at landscape PDFs in versions 2.116 and up.You can now opt to show the Start and End Date of Ad Hoc Packages in the header information by marking the checkbox Show Dates on Package Header as true in either your Quote or Invoice Preferences.
We changed the header information at landscape PDFs in versions 2.178 and up.You can now opt to show the Surcharges (sum of absolute values) except Sales Price Surcharges ,Discounts (sum of absolute values & weighted average %) ,Commissions (weighted average %) in the header information by marking the checkbox Hide Adhoc Package details from Header false in either your Quote, Invoices or Optimization PDF Preferences.
The field Hide Adhoc Package details from Header in Quote, Invoices or Optimization PDF Preferences is set to True by default for all the existing customer using Advendio
Following Amounts are used to calculate the weight avg % value for the header of adhoc package
Quantity Discount (%) | Gross Amount (B1) |
Customer Discount (%) | Gross Amount (B1) |
Agency Discount (%) | Gross Amount (B1) |
Special Discount (%) | Gross Amount (B1) |
Agency Commission (%) | Customer Net (N1) |
Third Party Commission (%) | Agency Net (N2) |
Hide Components on PDF
There is now an option to conceal some elements of your ad hoc package when generating PDFs. You can achieve this in two ways: either at the Media Campaign level or at the Quote Preference / Invoice Preference level. Below are instructions on how to make use of this feature.
Please note:
if the checkbox is checked on the Quote or Invoice preference level but not on the Media Campaign level, it will still be considered as checked. It would be more practical to choose one method instead of using both simultaneously.
Hide components on Media Campaign level
In order to hide the component you can simply check the box in your media campaign:
When the button for hiding components of ad hoc packages on the PDF is checked, the display will be streamlined to show only the summarized totals, omitting the detailed component fields.
When this option is selected at the media campaign level, the PDF will display:
Listed Price Gross (B3): The gross listed price of the package.
Surcharges: Any applicable surcharges.
Total Discount Abs: The absolute total discount.
AE % (Agency Commission Percentage): The percentage commission for the agency.
Agency Net (N2): The net amount after agency commission (N2).
Third Party Commission: Any commission for third parties.
Agency Net (N3): The net amount after third-party commission (N3).
This ensures that the detailed component fields such as AddFees, RateDiscount1, RateDiscount2, RateDiscount3, RateDiscount4, TotalDiscountAbs, AgencyCommission, and ThirdPartyCommission are hidden from the item table, providing a cleaner, more summarized view.
Hide components on Quote/Invoice preference level
To hide the components for all your offers/invoices of a specific preference, simply check the "Hide ad hoc Package Components" box in your Quote Preferences or Invoice Preferences. When this option is selected at the quote or invoice preference level, the PDF will display:
Listed Price Gross (B3): The gross listed price of the package.
Surcharges: Any applicable surcharges.
Total Discount Abs: The absolute total discount.
AE % (Agency Commission Percentage): The percentage commission for the agency.
Agency Net (N2): The net amount after agency commission (N2).
Third Party Commission: Any commission for third parties.
Agency Net (N3): The net amount after third-party commission (N3).
Similarly, individual component details such as AddFees, RateDiscount1, RateDiscount2, RateDiscount3, RateDiscount4, TotalDiscountAbs, AgencyCommission, and ThirdPartyCommission will be hidden from the item table. This approach ensures that the focus is on the summarized total values rather than the individual components.
By selecting this option at either the media campaign level or the quote/invoice preference level, the PDF will present a more concise and clear overview of the package, highlighting the total costs and discounts while omitting the detailed breakdown of each component.
Hide Components details on PDF
In order to hide the component details for all your offers/invoices of a specific preference you can simply check the box "Hide ad hoc Package Component details" in your Quote Preferences or Invoice Preferences and specify certain fields for ad hoc package components. For more details please got to Manage Quote Preferences.