TheSales Ordertab displays information about the sales order, so that you do not need to switch over to the Sales module to review its details. This displays information on all the line items in the order and not just those line items in the invoice. This tab does not reflect any calculations or modifications from the Fin- ance module or actual performance. It is a read only view of the sales order reflecting the last Active Order status as explained inInvoices and Active Order Valueson page 36.
Note:Child line items of run of groups are visible on this tab, even though they are not visible in the Sales module. These line items are created behind the scenes so that multiple products can be associated with the singe run of group parent line item.
On the far right, aViewbutton lets you choose from different sets of fields that can be shown in the grid.
You can also right-click a line to jump to that line on another view or tab.
Sales Line Items
When you click theSales Ordertab, theSales Line Itemsview is displayed by default. This provides a read-only view of most fields on the Media Plan tab in the Sales module. The grid displays a row for each line item in the sales order whether it is a standalone, parent of a group, or child of a group line item. These fields are described below and in theSales Module User’s Guide.
Field Description
Sort Order This reflects sorting defined for the line items in the Sales module.
Note:For child line items of groups, it reflects both the sort order of the group line item and the child line items (e.g., 3-1, 3-2, 3-3).
Line Item ID
This is the unique ID assigned to the line item when it was created in Operative.One. It does not appear on an order level invoice.
Line Item Name
This is the Line Item Name.
Product Name
This is the Product for the line item. The Product’s definition includes its ad slots which can be associated with partners. Parent line items of groups created from packages dis- play the package name.
Start Date This is the first day the line item is contracted to run.
End Date This is the last day the line item is contracted to run.
Unit Cost This is theNet Unit Cost.
Cost Method
This determines how line item goals are calculated (e.g., impressions, clicks, actions, time).
l ForCPMandFlat Rate Impressions, it is:
(Quantity/1000) * Net Unit Cost
l ForSOV-Flat Rate, Net Cost always equals Net Unit Cost. l Forall otherCost Methods, it is:
Quantity * Net Unit Cost
Note:Flat Rate line items behave like CPC or CPA to determine an overall contract basis goal and the Sales module total Net Cost. However, they calculate as zero in the Finance module when using a performance basis. In most cases you will want their Quantity to be 1.
Note:Makegoods are an exception where the Net Cost is always zero.
Note:Taxes are not factored into the values on the Media Plan tab.
Note:Gross Cost is based on Gross Unit Cost instead of Net Unit Cost.
Unit Type This corresponds to the Cost Method.
Quantity This is the number of units purchased. The units correspond to the Cost Method and Unit Type fields. For a Flat Fee Cost Method, this should be 1.
Can Invoice
Yesmeans that the line item is invoiced in the Finance module.
Nomeans there is no invoice schedule associated with the line item and it does not appear in financial exports. If it is a child line item within a group, its performance details may still appear on thePerformance Viewof the Invoice Line Items tab and its delivery may be rolled into its parent. However, if the Can Invoice flag is No, invoice and revenue numbers are not calculated directly for this line item.
Field Description
Cumulative Targeting Fields
This displays all of a line item’s Operative.One targeting, both targeting added at the line item level as well as targeting embedded in the product.
Cumulative Custom Fields
This shows any custom fields assigned to a line item in the form:
Field Name1: Field Value1; Field Name2: Field Value2; Field Name3: Field Value3
You can also addParent Line Item IDandLine Item Typecolumns to the grid by mousing over any column name, clicking the triangle to the right of the column name, clicking the Columns link in the drop- down list, and then checking the field names.
Field Description
Parent Line Item ID For a child line item of a group, this shows the ID for its parent group line item.
Line Item Type This indicates if the line item is part of a group or not.
l ILI(Individual Line Item) means it is not part of a group line item. l GLI(Group Line Item) means it is the parent for a group line item. l CLI(Child Line Item) means it is a child within a group.
Sales Line Item - Last Updated Timestamp
This is the date and time when the line item was last modified within the Sales module.
Note:At this time, this reflects any save on the Finance & Legal tab even if it did not impact the specific line item. Otherwise, it reflects the last save of the line item.
Preset Schedule If the line item’s product uses a preset schedule, this shows the schedule name and its entry (issue, episode, etc.) in the form:
Schedule - entry
For example:
Monthly - June
Sales Line Item Pricing
If you set theViewbutton toPricing, the fields in the grid change and you can see additional details about the line items. The following fields appear in the Sales Line Item Pricing view but not in theSales Line Itemsview.
Field Description
Makegood Nomeans the line item is not a makegood.
Yesmeans the line item is a makegood. ItsTreat as Makegoodbox is checked in the Sales module. Makegoods are typically used when a previously sold line item was billed based on contracted terms, and the delivery of that line item did not meet the goals for which the client paid. You then create a makegood line item that runs at no cost to the cli- ent to make up the difference.
Makegood line items always show in the Sales module as having a Net Cost of zero. In the Finance module the Net Invoice Amount is always zero, but Invoice Units are still tracked. In the Finance module, the Recognized Revenue can be configured to be either zero or to evaluate based on the Net Invoice Amount and the revenue terms. Whether revenue is zero or not is set with the Invoicing Organization settings in the Administration module. The Net Unit Cost is still pushed to the production system for makegoods.
Unit Cost Before Dis- counts
This is the unit cost without premiums and discount percentages applied.
Note:A unit corresponds to the Cost Method. CPM is the cost per 1000 impressions and for CPC it is the cost per click.
Note:In Operative.One, this is not referred to as the Gross Unit Cost.
Targeting Premium
Not all companies use targeting premiums.
This is the monetary value by which the unit cost is increased or decreased based on tar- geting premiums. If targeting premiums do not impact actual pricing and only apply to the rate card, this is always zero. For more information on targeting premiums, see theSales Module User’s Guide.
Unit Cost Before Dis- counts with Premium
This is calculated as:
Unit Cost Before Discounts + Targeting Premium
Total Dis- count Per- centage
This shows the total discount percentage for the line item that is applied to theUnit Cost Before Discounts with Premiumto produce theNet Unit Cost.
When you mouse over this field, an i ( ) icon appears and if you mouse over the icon, a popup displays the individual discount percentages that went into the total. These can apply either Combined (e.g., 10% and 15% = 25%) or Sequential (e.g., 10% and 15% = 23.5%) based on the discount profile. The discount profile also defines which discount fields are available and how gross is calculated as explained in theAdministration Module User’s Guide.
Net Unit Cost
Field Description
Gross Unit Cost
This is a variation on the unit cost value of the line item that some organizations use to understand the value charged by the agency to the advertiser, or it reflects a portion of dis- counts. The gross calculation can vary depending on an order’s discount profile as
explained in theAdministration Module User’s Guide.
l For the legacy default discount profile, gross is based on:
Net Unit Cost/((100- Agency Discount)/100)
l For other discount profiles, gross is optionally defined as part of the discount profile as a portion, but not necessarily all, of the discount fields. For example, if a discount profile contains 3 discount fields, the gross can be configured to reflect the cost with the first two discount fields but not the third. The gross reflects premiums if they impact actual pricing.
Gross Cost
This is a variation on the total net cost value of the line item that some organizations use to understand the value charged by the agency to the advertiser, or it reflects a portion of dis- counts. The gross calculation can vary depending on an order’s discount profile as
explained in theAdministration Module User’s Guide.
l For the legacy default discount profile, gross is based on:
Net Cost/((100- Agency Discount)/100)
l For other discount profiles, gross is optionally defined as part of the discount profile as a portion, but not necessarily all, of the discount fields. For example, if a discount profile contains 3 discount fields, the gross can be configured to reflect the cost with the first two discount fields but not the third. The gross reflects premiums if they impact actual pricing.
Cost Before Dis- counts
This is the total contracted value of the line item without discounts. It is calculated by apply- ing the Unit Cost Before Discounts with Premium to the Quantity based on the Cost
Method.
l ForCPM and Flat Rate Impressions, it is:
(Quantity/1000) * Unit Cost Before Discounts with Premium
l Forall otherCost Methods, it is:
Quantity * Unit Cost Before Discounts with Premium
Net Cost This is the total contracted net value of the line item. It is calculated by applying the Net Unit Cost to the Quantity based on the Cost Method.
l ForCPMandFlat Rate Impressions, it is:
(Quantity/1000) * Net Unit Cost
l Forall otherCost Methods, it is:
Quantity * Net Unit Cost
Agency Discount Percentage
This shows theAgency Discountpercentage for the line item. This field is not displayed by default but can be added to the grid. You can also see its value by mousing over the Total Discount Percentage field’s i ( ) icon.
Sales Order Roles
If you set theViewbutton toRoles, the fields and rows in the grid change to show users assigned on the order’s Team Involvement tab. This shows who in your company is involved with the deal so that you know who to contact if you have questions or concerns. If a user is assigned as an order’s Primary Sales- person or Additional Salesperson, you can also see their Commission Split % indicating their financial stake in the order.
Sales Order Properties
If you set the View button to Order Properties, the fields and rows in the grid change to show the details on the Order Properties tab for the order within the Sales module. This includes any order level custom fields as well as the Order Type and Sales Stage.
Note:The Line Item Defaults information is not displayed.