More ways to invoice
Support for multi-order invoices. The new Invoices module enables you to create and track invoices (as well as credit memos, cash receipts, and adjustments) from suppliers, with support for multiple orders on a single invoice. Additionally, you can link multiple orders against a single buy in the same invoice, and the Invoices list on the module's home page loads faster, displaying all invoices in the system without pagination.
The new Invoices module is enabled by supplier. When you opt to migrate a supplier's invoices to the new module, the process occurs overnight. Once migrated, all of the supplier's invoices are available in the new Invoices module and the supplier can't be selected in the old Invoices module. Additionally, organizations that use Spectra DS can enable the Invoices module for specific locations. Contact your Mediaocean account team for details.
Report on multi-order invoices. For agencies using the new Invoices module, the Reporting module supports invoices with multiple orders in the following ways:
- The Invoice status report and Missing invoice report display multiple rows (one for each Order ID) for invoices with multiple orders.
- The Invoice status report displays the Invoice amount as the Invoice amount set for each specific order. You must aggregate all orders for a multi-order invoice to view the total Invoice amount.
- Reports created with Report Writer support multiple orders on invoices if you include the Invoice amount, Invoice #, and Order ID fields when building a report. When run with that data, reports display one row for each invoice/order combination.
Invoices created in the new Invoices module won't appear in the Bulk data API until your agency explicitly opts-in to receive the data. Contact your Mediaocean account team for details.
Invoice support for external placements. Invoices that are imported into the new Invoices module using API integration (such as for bidded providers like Facebook) can contain placements that didn't originate in Campaign management and thus don't have a placement ID. These placements appear at the top of an itemized invoice and display the placement name and ID from the originating provider. The placements' total monetary amount is displayed for audit purposes, but doesn't affect the invoice's amount and can be excluded from the itemized invoice.
Prevent duplicate invoices. (Spectra DS users only) If your agency uses Print Buy Toolkit and the Invoices module of Radia (both old or new Invoices modules), Radia now sends a notification to Spectra that prevents users from entering invoices in Print Buy Toolkit Radia buys. This feature isn't retroactive, but if existing buys are resent to Spectra, the notification is also sent to prevent duplicate invoices.
Streamline your ordering
More granular budget approvals for faster approval. In addition to campaign-level budgets, you can now approve separate budgets for specific suppliers, at the order level, using a toggle in the new Approve column on the Order view. Order-level budget approvals are enabled by your agency administrator in Agency Setup using the new Enable internal order approval setting; if the Restrict order approval to planned amount setting is also enabled, orders require re-approval if they are increased over the planned amount.
Users must have the APPROVE permission to approve order-level budgets. Once enabled for your organization or location:
- You can preview the order before sending it to the supplier using a new Preview PDF icon () on the Order view.
- Unapproved orders have the status of Needs approval; once approved, their status changes to Unsent.
- You must have permission to approve orders, but you can still see the Approve column if you don't have permission. Contact your security manager for details.
- If your agency has campaign-level budget approval enabled as well, the campaign's budget must also be approved before you can take any action on the order, such as sending it to the supplier.
- Order-level budget approval is available only for new campaigns.
Attach PDFs of terms and conditions. To ensure consistency in Terms & Conditions applied to orders, Mediaocean can enable your administrator to upload a PDF in Agency Setup to attach for each specific location/media/client/supplier combination. If PDF-attached Terms & Conditions are enabled and exist for a location/media/client/supplier, they are automatically embedded in orders sent from Campaign Management; you can use the Preview column on the Order view and button on the Send order form to see how the T&Cs will appear in the order. Note: If PDF Terms & Conditions are enabled, Campaign Management users can't manually enter T&Cs, so organizations that want users to override the default T&Cs should not use this feature.
Prevent fee order discrepancies. To ensure a smooth reconciliation process by preventing discrepancies in order amounts, your agency administrator can enable the Automatically accept fee orders on internal approval setting in Agency Setup. Once enabled, all fee orders related to a campaign are automatically accepted when an internal user approves the campaign's budget.
Safer file management
Automated file virus scan. Uploading or downloading files as part of your buying and reconciliation workflows now triggers an automated virus scan, such as uploading a new Terms & Conditions PDF. If Prisma detects a virus, the file request won't be executed and a message informs you it's infected. No response appears for clean files.
Clarification on buy and sell lines in the Buying guide. The Buying guide report has a new Billable? column that indicates whether a line is billable.
Campaign Management usability improvements
Automatic subscription update. Campaign Management now automatically refreshes the home page campaign list when you add a subscription to a client.
Easier dimension entry. Radia now prompts you with the correct formatting when you type custom values into the Dimensions field on the Change items (bulk change) dialog.
Prisma is now Prisma for Buyers. To better reflect that the Prisma-brand application suite covers all sides of the buying and selling process, Prisma (which buyers use to send orders to Radia) is now referred to as Prisma for Buyers.
- On the media plan, custom fields that accept free-form text now appear correctly (instead of as drop-down options).
- For system-calculated fees, you can now override the monthly cost (if you have permission) and the units are correctly updated.
- For agency opportunities exchanged with Prisma buyers, Prisma user can no longer:
- delete placements that haven't been excluded and accepted by the trading desk partner.
- move standalone placements (Radia budget lines) into a package.
- To reduce differing triangulation methods from month to month, dCPM cost method placements now always distribute units first.
- Radia users are no longer prevented from accepting orders due to months being reconciled in Prisma.
See the Known issues page for details.
See the Release details PDF for additional information and updated help topics for each feature.