Full Line Entry
In the center of the Line Items screen, you must choose a product and ad type and then click “Full Line Entry.” Full Line Entry can be used for any ad type, but the information on screen and the tabs across the top will differ among the different ad types.
Booking Digital Products
Pricing Details Tab
The line item entry screen displays the “Pricing Details” tab which contains items relevant to the product and the selected ad type, such as the ratecard, section, positions, discount rate, and estimated impressions.
Exactly what you see on this screen will vary based on product setup and ad type setup. For example, if you choose an ad type with a flat rate line type you will see Share of Voice instead of impressions; if you choose CPC, you will see clicks; if you choose CPD you will see days. Section and/or Position will only be displayed if the product is configured to use them.
Group security will dictate if you can override the selected G/L type.
Material Status is used in material collection and options in the dropdown is configured per product in Production Workflow Setup
The Rate in the right column is a hyperlink so that the user can easily override the price on the line. If the rate is a per-something type rate, then there will be options for a rate override, which will then be multiplied by the QTY, or a bottom line override, which will take the discount after the qty is calculated. In the above example, the CPM Rate is $10 and the total price is $250 (10 * 25). If I entered $5.00 in the effective rate below and selected rate adjustment, then that would be $5.00 off the $10 - so the total on the line would be $125 ($5 * 25). If I put $5.00 in the effective rate and selected Bottom Line Override, then the price of the line would be just $5.00 (the system would calculate the adjustment needed to get to that bottom line and the adjustment would be displayed on the adjustments tab.
If the price is a flat fee type rate, then only the rate adjustment option is available.
Line Details
The start and end dates as well as the Proportion Values are in the lower section of the screen under Line Details. Dates will default to the date range of the campaign. These can be edited to start later or end earlier than the campaign, but they must remain within the date range of the overall campaign. Start and end times can be configured there as well.
Tracking Services
The 3rd and 4th Party related fields are under the “Tracking Services” tab. Additionally, the breakdown of day-by-day fulfillment is available here:
Click on the hyperlink of the desired month to see details:
Engagement Tracking
This is for tracking various engagement metrics for certain digital products. For O&O GAM ads, this might not be used, but for Social ads or other 3rd party delivered ads, you may set related engagement goals. For example, an ad in an eNewsletter product, you may track opens, clicks and forwards; for a social campaign, you may track shares and likes. See Engagement Code Setup and Product Setup
Adjustments
Note that the contract, if carried over from the campaign header, can apply its discount to the line or if you remove it will not be applied to this line item. If the contract discount applies, it appears under the Adjustments tab. If not, and you have discounts setup attached to the Ratecard, these will appear and be applied to the amounts.
To manually apply adjustments, user can select an adjustment from the dropdown, adding more adjustment lines as needed
Adjustments can also be added via the hyperlink "Discount Rate" field. Here, a user can either do a bottom line override to the price and have the system calculate the adjustment amount, or they can enter in a manual rate adjustment to discount the rate.
Other Tab
The tab “Other” contains fields which apply to production platforms such as social media sites where the ad is placed.
Custom Data Form - This may be selected based on Product Configuration if the product is setup to use custom forms. This is often used for ads which must be setup in a 3rd party platform, like Facebook, so that the rep (or customer) can fill in the form and submit it so that the production person knows how to set up the ad.
External Project URL - This is used for very large, complex campaigns that are using a 3rd party project tracking tool to manage the line. (This is optional)
Marketing content template - this is for adding marketing materials onto the order confirmation. It can be set on the campaign header as well. (This is optional)
Line Item PO Number - in some cases a line item might have a different PO number than the overall campaign. This is where you can set the Purchase Order number at a line level. (This is optional)
Override Tax - If set, this will override the tax rate to be charged for this line.
Replace Price on Invoice - Set this to yes to replace the price on the invoice with a word (which is defined in Setup -> Admin -> System Parameters -> Replacement Text on Invoices). The idea here was when booking via package, to have text like "Included" on the individual lines instead of the actual price, so that the clients can see line items and understand the value that they are getting.
Tracking Tags Required - Only shown on digital lines (websites and eNewsletters) and doesn't actually have a function within the system itself, but is stored on the line item and can be fed to other systems.
Actuals Billing Method - this displays the Billing Method for Digital Lines - Capped at Monthly Goals, Capped at Total Goal, or no Caps at all. This is typically defaulted from Client Type or Client Setup, but can be overwritten for individual lines
Actuals Reconciliation - This is typically defaulted from Client Type or Client Setup, but can be overwritten for individual lines or on the brand.
Production Link - Can be set by default based on the the rate line selected.
Ad Serving Platform - related to NON-GAM lines. Optional to setup.
Parent Reallocation Line ID - This was added for one of our clients who booked very large, complex digital lines, and some lines didn't always fulfill as expected, so they would sometimes create additional order lines for other websites to ensure that the total goal impressions were served. The additional lines would be linked to the parent line, and it would then display the totals from the reallocation lines as if they were part of the parent line. This dropdown will show other GAM-related digital line IDs on this campaign.
Ad Type Settings - This section is just read-only and informational. It tells the user what line type is used for this ad, whether or not it is agency commissionable and rep commissionable, and What Package ID was used (if it was a package)
Other Identifiers ->
External ID - this is the GAM ID (read only field)
Agency I/O Line ID - this was the external reference to the agency's IO. For this line and the next one, this was a custom workflow for one of our accounts, where the first month they would go in and add the agency IO line ID or the 3rd/4th party Line ID's and then in subsequent months could use that as a key for their manual actuals import.
3rd/4th Party Line ID's - if we are importing in 3rd party or 4th party numbers, this is the external reference for that line, so that we know what numbers to put in for this line. Multiples can be separated by commas
Affiliate Publisher - If this product is setup with an Affiliate, the Affiliate will be listed here (read only). The Commission percent will be set by default, but can be overwritten on the line.
Internal Comment - Meant for Internal comments related to this Order Line. For Print Ads, these will show up in Plan (in the Placement Notes field), and for all ad types, these will be displayed on the Production reports.
Google Ad Manager
The “Google Ad Manager” tab applies to any line items that are being sent to GAM. The screen allows you to enter the fields details related to GAM as per the Ad Server setup for this website. If the ad is not setup to send to GAM, the Google Ad Manager Tab will not display.
The yellow field in the screenshot below will display the current status of the line. The line can be paused or resumed by clicking on the [Pause] link.
The Google Line ID is Displayed here and by clicking the [View in GAM] link, user will be taken to this line in GAM in another tab. (user must have permissions in GAM to be able to use that link, of course).
The exact options available in this window will depend if you have Premium GAM account or not, as well as on the creative type / line type on the line. There are some additional details on all of these fields in the Import/Export Digital GAM Rates section of this documentation, including user instruction on Bulk uploading Geo-targeting and custom targeting.
Reorder GAM Custom Targeting
Click on the Add Custom Targeting button:
and a popup will open with the following options:
Select the Target Key, the operator, and the Target Value and add the rule. The window will stay open for additional target values, and you can close the window when finished.
Note in the example below, in the background I have already added "Car is BMW" AND "Buying Power is 75000" as the targeting. But perhaps now I want to open it a little more and say that the Car is BMW or Mercedes and leave the buying power as is. To do that, I can now "Insert an OR Clause" After a row, before a row, at the top or at the bottom and then Add a rule to put Mercedes in there.
Alternatively, the three lines after the line number 
can be selected and dragged up and down to reorder the list.
This functionality is available on the custom targeting grid in both the main GAM targeting tab and also in the creative targeting area on the Expected Sizes Tab.
Expected Sizes
The expected sizes can be pre-filled based on the Ratecard and Ratecard Line ID selected on the pricing details.
Each creative could have its own targeting rules and there could be multiple creatives for one or more sizes.
Click the Targeting Rules dropdown to create a new targeting rule. Use the Inventory, Custom Targeting, Geo-Targeting, etc as needed to set up specific targeting rules for Creatived.
User can also use the "Load from Preset" dropdown:
These templates are set up in advance in GAM and then Sync'd in the Ad Server Integration setup Targeting Presets node (Navigate to Setup -> Admin -> Ad Server Integration Setup to access the below screen):
Creatives
The Creatives tab allow you to choose an existing material(s) or create a new one to attach to this line. You can attach various components to the material such as files, or links as well as allowing for a preview of the images attached to this line item.
See also Managing Materials for all the different fields on a piece of material.
Across the bottom there are several options to manage the adding of materials to a line. For Print ads, only the "Attach Existing Material" and "Create New Material" options are there, but for Digital, there are 4 choices.
Bulk Upload - This will open a window onto which you can drag and drop materials for this order. The system will look at the materials themselves and create a material ID for each piece of material.
Create Missing Material Sizes - this will create blank material containers. One for each size listed on the Expected sizes tab.
Attach Existing Material - use this for pickups and pickup with change. For Print orders and issue based digital lines, I can also do this function on the Campaign Material Management tab or Production -> Material Management Menu. For Digital ads, it can only be done here, or on the Production Report.
Create New Material - this will create a new material ID. If the ad has a lot of materials, Bulk upload or create missing sizes might be a better option. This option just creates one Material ID at a time, so you might be running through the steps multiple times if there are several creatives.
Here is a short video describing the options for putting creatives on digital lines:
Custom Fields
The “Custom Fields” tab contains all the necessary UDFs if applicable to user’s order line. These are the line / product level UDF's and not the Campaign UDF's.
Production Notes
You can enter relevant production notes in the next tab for the production team to review. These production notes show up on the Production reports and also in Naviga Plan (Called Production Notes in Plan.) In Ad, there are multiple, separate notes. In Naviga Plan, it is just a single field, so all notes will be concatenated together.
Category Metadata
Only relevant to Classified ads. If this is a classified ad going to a digital product, the Category metadata tab is where the category is selected, along with the metadata questions to be answered.
Sales Reps
If your Group Security allows, you can override the Sales Rep for this line item in the “Sales Res(s)” tab and then click “Override Sales Reps” to change it to “Yes”. Then enter the sales rep from the drop-down menu. You can enter more than one rep each with his own commission percentage. On the right panel, the system displays the campaign rep, brand rep and original rep before your replacement took place.
Booking Print Display Ads
Line Details
The exact fields you see on the line details here will depend on if the ad type is a column x inch (mm, cm) or if it is a modular size. The example below is modular so there is a single size field which is a dropdown. In this case it was selected from the ratecard line ID, so it is grayed out and not selectable.
For column inch ads, users will type in the # of columns in one field and the depth in another field.
The Discount Rate in the right column is a hyperlink so that the user can easily override the price on the line. If the rate is a per-something type rate, then there will be options for a rate override, which will then be multiplied by the QTY, or a bottom line override, which will take the discount after the qty is calculated. In the above example, the Col Inch Rate is $100, there is a $10 Adjustment already and the total price is $2160 (4 * 6 * 90). If I entered $75.00 in the effective rate below and selected rate adjustment, then that would be $25.00 off the $100 - so the total on the line would be $1800 (4 * 6 * 75). If I put $75.00 in the effective rate and selected Bottom Line Override, then the price of the line would be just $75.00 (the system would calculate the adjustment needed to get to that bottom line and the adjustment would be displayed on the adjustments tab.
If the price is a flat fee type rate (for Modular ads), then only the rate adjustment option is available.
Creatives / Materials
The Creatives for a print ad are much different from a digital ad. For Print, there can only be one material per issue, where a digital ad might rotate different creatives.
Attach Existing Material - use this for pickups and pickup with change. For Print orders and issue based digital lines, user can also do this function on the Campaign Material Management tab or Production -> Material Management Menu.
User clicks on the button "Attach Existing Material" and the user will be presented with a screen with past materials. Filters can be used across the top to find the desired image and then the user clicks "Select this Material Record" above the preview image.
User is then presented with 3 options:
Pickup w/Change -
This copies all non-final components
If there is an .indd file, it will copy and rename the InDesign file for the new material ID
This will NOT copy the original final material
Use this when doing print pickup with change using InDesign Extension and you don’t want the original to go to Naviga Plan
Pickup -
This will link the original material ID to this order
Full Copy -
This will copy All Materials, including the final material
If there is an .indd file, it will rename the InDesign file for the new material ID
Create New Material - this will create a new material ID. The new, blank material ID will open up and details about the material can be filled in.
There is a video on Material Management on the Campaign Material Management tab which discusses these various pickup options in more detail.
Production Notes
This is the same in Print and Digital lines see Production Notes above
Other Options (Print)
Some of these are the same in Print and Digital Lines, others are unique to Print ads.
Custom Data Form - This may be selected based on Product Configuration if the product is setup to use custom forms. This is often used for ads which must be setup in a 3rd party platform, like Facebook, so that the rep (or customer) can fill in the form and submit it so that the production person knows how to set up the ad.
External Project URL - This is used for very large, complex campaigns that are using a 3rd party project tracking tool to manage the line. (This is optional)
Marketing content template - this is for adding marketing materials onto the order confirmation. It can be set on the campaign header as well. (This is optional)
Line Item PO Number - in some cases a line item might have a different PO number than the overall campaign. This is where you can set the Purchase Order number at a line level. (This is optional)
Override Tax - If set, this will override the tax rate to be charged for this line.
Replace Price on Invoice - Set this to yes to replace the price on the invoice with a word (which is defined in Setup -> Admin -> System Parameters -> Replacement Text on Invoices). The idea here was when booking via package, to have text like "Included" on the individual lines instead of the actual price, so that the clients can see line items and understand the value that they are getting.
Split Run - Set this option to not count lineage on this order, because this spot is part of a split run / fill space
Production Link - Can be set by default based on the the rate line selected.
Space holder Campaign ID - if this is a child in a space holder type ad, select the parent space holder ID from this dropdown. (Space holder ads are also displayed on the campaign header of the parent ad.) Only the material of the PARENT ad will be sent to plan, and only the child ads will actually get billed.)
Number of Tearsheets to Supply - this is only used in external feeds to a tearsheet provider. There is also a more complex option for Tearsheets on the Campaign - Tearsheet Contacts that you may choose to use instead. Both of these options are available for sites using 3rd party tearsheet providers or for those doing manual work to send tearsheets. Another option is to update the Page Numbers in an Issue report with the URL for the tearsheet and Portal Users can log in and see their tearsheet with their order info, or the link can be included on an emailed invoice.
Affiliate Publisher - If this product is setup with an Affiliate, the Affiliate will be listed here (read only). The Commission percent will be set by default, but can be overwritten on the line.
Ad Type Settings - This section is just read-only and informational. It tells the user what line type is used for this ad, whether or not it is agency commissionable and rep commissionable, and What Package ID was used (if it was a package)
Internal Comment - Meant for Internal comments related to this Order Line. For Print Ads, these will show up in Plan (in the Placement Notes field), and for all ad types, these will be displayed on the Production reports.
Placement Options - From Page Priority thru Guaranteed, these will all default from the Position setup, but can be overwritten here. These affect behavior in Naviga Plan.
Override Artwork Type - this relates to deadlines. In Product Setup, you can setup different deadlines for different artwork types.
Internal Comment - Meant for Internal comments related to this Order Line. For Print Ads, these will show up in Plan (in the Placement Notes field), and for all ad types, these will be displayed on the Production reports.
User Defined Fields
Same as Custom Fields on Digital Line above
Category Metadata
Only relevant to Classified ads. For Classified Display ads, you may or may not use the metadata questions as much as you would for a liner ad, but the Category Tree and Category are required for Plan to know what section to put them in on the page.
Rep Assignments
Same as the Sales Reps Tab on a digital line (above)
Affidavits
See documentation under Billing -> Affidavits -> Workflow to understand how affidavits work.
Booking Print Liner Ads
For Booking Liner ads via Package, or booking Liner ads where the same material will be used in multiple products, use the Booking Wizard. For booking to a single product, full line entry may be your desired approach.
Ads created in the Booking Wizard will either open for editing in the booking wizard or in full line entry, depending upon the campaign status and setup. All campaigns in Invoicing started status will open in Full Line entry. Prior to Invoicing started, it MAY open in Full Line entry based on what is set in Advertising System Parameters -> BOOKING WIZARD STATUS CUT-OFF.
To create a new liner ad, after selecting a product and an ad type which has the "Is Listing Ad" flag set, the window that opens up, will have the Material as the first tab.
Material
The Category Tree and Category is selected first. This will determine the number of columns that can be selected in the columns dropdown, and will set the width of the ad
Material Type - options here are listing text or listing display. Listing text is preselected because it is most commonly used. If I change the choice to listing display, the screen will change (text editor disappears) and the system will expect me to upload a pdf of ready artwork. The difference between a listing display and a regular display ad is both in how Naviga Ad treats it and Naviga Plan treats it. A Listing Display ad is still treated like a liner type ad in Naviga Plan. The material is uploaded into this screen and Naviga Ad looks at the size of the material to determine the size of the ad for pricing. The material cannot be provided later for listing display ads because the ad price is based on the material size. If I took the same material, but booked it in the system following the normal Print Display booking workflow, but linked it to a classified category on the Metadata screen, then the Ad will be treated in Plan like a display ad, and the pricing will be based on the booked size, even if material is not yet present.
Pickup Material - This dropdown shows past listing type ads for this customer so the user can pickup a previously used material.
Ad Headline - This is a free format text field here the user can enter a headline for the ad.
Sort text - this will be used to determine sorting in Naviga Plan. The text of the ad is used by default, but the override box can be checked to override the sort text.
Columns - the width of the ad will be determined by the number of columns selected here.
Approval Status - if the customer is due to approve this material in the Portal prior to it running, the approval status can be set here. More commonly used for in house built display ads, but can also be used for liner ads. This can also be set to approved by default based on the ad type setup. Really only important to be set if you are requiring materials to be in an approved state prior to it going to Plan.
Text editor window - User can type text directly into this window to free-format build the ad. More commonly, the user will first go to the Category Metadata tab first to enter metadata and build the ad from a template, and just do small tweaks in the text editor window.
Preview Panel - along the right side of the screen is a WYSIWYG Preview of the ad.
Stats Panel - bottom right of the screen will show the width/depth of the ad, number of agate and text lines as well as number of words and characters in the ad. A jpg preview and a pdf of the ad can be manually downloaded from this screen as well.
Category Metadata
This will be populated with metadata questions available for the Category chosen on the Material tab. Once the metadata is filled in, the template can be selected from the template dropdown at the top of the page. Click the (Re)Generate Material to create the material based on the template selected and the metadata filled in.
For campaigns where multiple lines are using the same metadata, the Copy from Line ID option will copy metadata from one line onto the other lines to save the user time typing.
Insertion Details
This is the tab where the user schedules the insertion dates. User must first select the Ratecard and Rateline. Section and position are optional as far as Plan is concerned because the ad will be planned according to the Category tree and category - but depending upon your product setup, you may choose to require sections and positions, in which case you may have a classifieds section and/or position, so that the user can enter something in those fields (can be set on the rateline if it is required in your system so that the user doesn't have to manually choose it.
In the line details section choose an issue date and click the + sign or click the multi-select button to select multiple dates.
On the top right column, there is a hyperlink for overriding the Price per Insertion. Clicking this link will open a dialog box where you can enter in a bottom line override per insertion (so whatever is entered as the number here will be multiplied by however many issues are on the line.
Other Options
See Other Options above - there isn't anything different for a listing ad compared to what was already described above.
User Defined Fields
Same as Custom Fields on Digital Line above
Rep Assignments
Same as the Sales Reps Tab on a digital line (above)
Affidavits
See documentation under Billing -> Affidavits -> Workflow to understand how affidavits work.
Editing a Liner ad in Full Line Entry
Here is a short video on editing Liner ads. What can be edited is dependent on whether or not any of the insertions on the campaign line have been invoiced and on whether or not there are future issues on the line.
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