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Add Rate Card Details

Modules>Advertising>Rate Cards>Find, List, Add, or Query Rate Card>Rate Card Profile>Info Tab>rate card details child form>Add button

A rate card contains advertisement rates. Rate card details include ad particulars, G/L information, and membership information about the customer. Add rate card details, also called base rates, when you want to complete an Insertion Order. Rate Card Details populate the base rate drop-down list on the Add-Insertion Order page.

This topic covers using the Add-Rate Card Detail page to add rate card details.

Adding Rate Card Details

1. Go to Modules>Advertising>Rate Cards>Find, List, Add, or Query Rate Card>Rate Card Profile>Info Tab>rate card details child form. Click the Add button. The Add-Rate Card Detail page opens.
2. Fill in the fields in the Advertising Rate section as described in the table below:

   Fields	Required	Description
   rate card	Required	This field is populate with the rate card name from the Rate Card Profile.
   ad rate display name	Required	Enter a short, friendly name from the ad rate.
   ad rate	Required	Enter the dollar amount for the ad rate.

3. Fill in the fields in the advertising section as described in the table below:

   Fields	Required	Description
   placements (min)	Optional	Enter a number for the minimum number of ad placements allowed for this rate.
   placements (max)	Optional	Enter a number for the maximum number of ad placements allowed for this rate.
   ad size	Optional	Select a size from the drop-down list.
   ad position	Optional	Select a position from the drop-down list.
   ad color	Optional	Select a color or color group from the drop-down list.
   start date	Optional	Select or enter the date that this ad rate becomes available.
   end date	Optional	Select or enter the date that this ad rate becomes unavailable.
   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.
   default rate - always available	Optional	Click this check box to make the current fee available always.

4. Fill in the fields in the G/L Information 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 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: 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.

5. Fill in the fields in the membership and customer sections 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.
   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.
   organization 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.

6. Click the Save button to save your changes and return to the Rate Card Profile page. Click the Cancel button to return to the Rate Card Profile page without saving your edits.