Campaign Billing & Campaign Editing

(4 hours)

Campaign Billing

• Prepare Performance Billing

• Prepare Flexible Billing

• Generate Invoices

• Print Invoices

• Regenerate Invoices

Finding Entered Campaigns

• Campaign Inquiry

• Orders By Product

• Orders By Entry Date

• My Orders – Quick Entry

• Orders by Period

• Product/Group Analysis

Campaign Editing

• Edit Campaign Header

  • Cancel A Campaign

  • Change Agency/Agency Percentage

  • Change Campaign End Date

  • Change Terms

  • Change Campaign Type

  • Change Sales Reps

  • Change Campaign Status

  • Change Billing Contact/Address

• Reverse Campaign Invoicing

• Edit Campaign Line Items

  • Delete Lines

  • Add Lines

  • Changes within Lines

Bulk Campaign Editing

• Campaigns Approvals

• Bulk Update Campaign Status

• Change Issue Date / Period

• Reconcile Campaign Actuals

• Import Actuals from a File

• Classified Self-Serve Order Approval

Other Order Processes

• Affidavit Processing

• Trade Contract Setup & Usage