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Edit Insertion Order Profile

Modules>Advertising>Insertion Orders>Find, List, Add, Query Insertion Order> Insertion Order Profile>Edit button

The Edit button allows you to edit insertion order information.

To edit an Inserstion Order profile, use the following steps:

1. Go to Modules>Advertising>Insertion Orders>Find, List, Add, Query Insertion Order>Insertion Order Profile .
2. Click the Edit button. The Edit-Insertion Order page opens.
3. Edit the fields in the Insertion Order-Rate Card section as described in the table below:

   Fields	Required	Description
   advertiser	Required	Enter the first few letters of the advertiser name and select your advertiser from the list of matches or click the look up button to search the List - Organization page. Once you select an advertiser, the organization information fills in the contact information fields below.
   contract	Optional	Select an existing contract from the drop-down list. Once you select a contract, the agency and rate card fields below populate based on the contract information.
   address	Optional	The address field auto-populates with the primary address for the individual selected as the contact for this advertiser. If this contact has more than one address, you can choose a different address from the drop-down list.
   phone, fax, e-mail	Optional	These fields auto-populate with the primary information for the individual selected as the contact. If the individual has more than one phone, fax, or email, you can choose a different option from the appropriate drop-down list .

4. Edit the fields in the Order Info section as described in the table below:

   Fields	Required	Description
   agency	Optional	Once you select a contract, the agency field populates based on the contract information. You can also select a different agency from the drop-down list.
   rate card	Required	Once you select a contract, the rate card field populates based on the contract information. You can also select a different rate card from the drop-down list. The selection you make in this field determines the publications that are available in the publication field. The rate card category linked to this rate card determines the choices available under size, color, and position.
   publication	Required	Select a publication or subscription from the drop-down list. The selection you make in this field determines the Publications that are available under the Materials section.
   size	Optional	Select an existing size from the drop-down list. Whatever size you choose filters the options available under the base rate drop-down field.
   color	Optional	Select an existing color or color combination from the drop-down list. Whatever color you choose filters the options available under the base rate drop-down field.
   position	Optional	Select an existing position from the drop-down list. Whatever position you choose filters the options available under the base rate drop-down field.
   base rate	Optional	Select an existing base rate. You can add base rates from the rate card details child form.
   discount	Optional	Select an existing discount.
   additional charges	Optional	Select up to three additional charges. These are the charges you added in the Advertising Charge group item.
   special instructions	Optional	Enter notes about pricing and other instructions.
   requires tear sheet	Optional	A tear sheet is an internal document used to coordinate the details of each advertisement. Select this check box if the insertion order requires a tear sheet.
   order date	Optional	Select or enter the date you entered the insertion order.
   purchase order number	Optional	Enter the purchase order number.

5. Edit the fields in the Billing Info section as described in the table below:

   Fields	Required	Description
   bill to	Required	Select Other, Advertiser, or Agency. If you select advertiser or agency, the name and address of the advertiser or agency you entered in the previous sections displays. If you select Other, you must enter the customer name in the billing customer field.
   billing customer	Optional	Enter the first few letters of the sort name of the customer to see a list of matches. Select your customer from the list, or click the look up button to search the List –Customer page.
   bill to address	Required	Once you enter or select a customer in the bill to or billing customer field, the bill to address field populates with the customer's primary address. If this customer has more than one address, you can select a different address from the drop-down list.

6. Edit the fields in the Materials section as described in the table below:

   Fields	Required	Description
   material status	Optional	Select an existing material status from the drop-down list.
   received date	Optional	Select or enter the date you received the advertising materials.
   returned date	Optional	Select or enter the date you returned the advertising materials.
   circle number	Optional	TBD
   comments	Optional	Enter comments about materials.

7. Click the Save button to save your changes and return to the Insertion Order Profile. Click the Delete button to delete the insertion order. Click the Cancel button to return to the Insertion Order Profile without saving your changes.