A Rate Card contains advertisement rates listed according to the specifications of the ad or ads being sold. Add a Rate Card to give your advertisers a list of your ad offerings and their prices.
You can add two different types of Rate Cards: a Rate Card and a Basic Rate Card. The Rate Card allows you to set rates for ad size, number of placements, and color. The Basic Rate Card simplifies the rate-setting process and only allows you to set rates for ad size and number of placements.
To add a Rate Card, use the following steps:
| Fields | Required | Description |
|---|---|---|
| rate card description | Required | Enter a short, friendly description of the rate card you are creating. |
| rate card category | Required | Select the rate card category from the drop-down list. The rate details set up for this rate card category appear in the Rate Details section. |
| start date | Optional | Select or enter the date that this rate card becomes valid. |
| end date | Optional | Select or enter the date that this rate card becomes invalid. |
| order | Optional | Enter a number. |
Note: All the Rate Details you see in the Rate Details section are set up in .
| 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 for the event 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:
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