Add Advertising Charge
An Advertising Charge is an additional charge that you can add when creating an Insertion Order. Add an Advertising Charge when you want to add and manage extra advertising fees.
To add an Advertising Charge, use the following steps:
- Go to . The Add-Advertising Charge Product page opens.
- Fill in the fields for the populated product type in the Miscellaneous Product Setup section as described in the table below (include display order):
Fields Required Description product code/name Required The product code is often an abbreviated or short version of your product's name.
The product name should be descriptive enough for your customers to understand what it is but short enough for Fulfillment Reports.
description Optional Enter a description for the Advertising Charge. product category Optional Select a category from the drop-down list. subcategory Optional Select a subcategory from the drop-down list. product type Required This field is populated with the product type Advertising Charge. price Required Enter the numeric amount for the currency you choose in the currency field. start date Optional Select or enter the date that this price becomes valid. end date Optional Select or enter the date that this price becomes invalid. email template Optional Select an existing email template from the drop-down list. This is the template netFORUM uses to send an email once the customer purchases the product. do not discount? Optional Select this check box if you do not want discounts applied to this product at this price. taxable flag Optional If your publication is taxable, select this check box. Please note that if you do not select this check box, netFORUM will not allow any taxes at all to be applied to this product, not even deferrals. You are not determining how much tax is applied here, just that it can be applied in the future. award credit flag? Optional TBD display order Optional Enter a number that determines the order this product appears in a list of products. - Fill in the check boxes to select the Delivery Method: mail, email, or fax.
- Fill in the fields for the optional currency you select from the drop-down list in the G/l Accounts section as described in the table below:
Field Required Description split revenue among multiple accounts? Optional TBD business unit Required TBD project Optional Select a project that was added when adding a business unit. You can search or query on this value later. a/r account Required Select the account for Accounts Receivable from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. The account you choose is debited every time you sell an event registration. revenue account Required Select the account for revenue from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want.
This account is credited when you sell an event registration, and debited when you void an invoice in a closed batch
liability account Required Select the account for liability from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want. This account is credited when a paid invoice is canceled. return account Required Select the account for return from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want.
This account is debited when an invoice is canceled. For most associations, the return account is the same account used for the revenue account.
write off account Required Select the account for Accounts Receivable from the drop-down box. This field defaults to an account and not to blank. Make sure you select the account you want.
This account is debited when you create a write off. This is typically an expense account or the revenue account for the product.
deferred? Optional Click this check box if the invoice payment is deferred. Once you click this check box, a drop-down box appears. Select an account from the drop-down box.
If you check this check box the following happens:
If a registration is deferred, the deferred account is credited at the time the registration is sold. This account is debited when the recognize revenue process is run for the appropriate period.
If you have checked the ‘deferred’ check box on the product, it is not credited until you run the recognize revenue process for the period in which the ‘recognize after’ date for the product is included.
- Fill in the fields for the Price Control Attributes section as described in the table below:
Field Names Required Description member? Optional Select the membership status for this fee from the drop-down list. member type Optional This field displays only when you select Member in the member field. member status Optional This field displays only when you select Member in the member field. source code Optional Enter the first few letters of the Source Code to see a list of matching source codes. Select your source code from the list. registrant type Optional Select a registrant type from the drop-down list. customer type Optional Select the customer type from the drop-down list. individual type Optional This field displays only when you select Individual in the customer type field. org type Optional This field displays only when you select Organization in the customer type field. non-profit? Optional This field displays only when you select Organization or Chapter / Affiliate in the customer type field. default rate - always available Optional Click this check box to make the current fee available always. fee class Optional Select a fee class from the drop-down list. Examples of fee classes include: early, late, or pre-reg. - Click the Save button to add the advertising charge and go to the Advertising Charge Product Profile. Click the Cancel button to return to the previous page without saving your changes.