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New Media Order Window

Specify the following details as required:


Name
If this Media Order should be linked to a Project, select first the Project's name from the drop down list that appears once clicking in the Name field.  At the left upper corner of the New Media Order window the Project wheel icon appears indicating the link. If the Media Order should have a different name, once that the link to the Project has been established, delete the Project name now and give it a different name.
Number
A number for the Media Order will be created automatically.
Urgent
Select Yes or No.
Assigned To: 
Select the Farmers WIFE User responsible for carrying out the Media Order. This person will get a notification in the To-do tab of the Toolbox, under Media Orders. By clicking on the Media Order line the User can access the Media Order.

Client
Enter the Client details as required.
Contact
Enter the Contact details as required.
  • If the Server setting is set to Yes, you must select a Client and Contact from the Contact database. Otherwise, any name can by simply typed in these fields.
ID
Specify the Client's ID, if any. This field is connected to Client and Contact, if Contact exists.
Email
Specify the email address of the Client. When an existing Client is selected and an Email is set up for this Client, the Email field is filled in automatically.
Note
Specify any notes relating to the Media Order.
Invoice Note
Specify any Invoice notes which may be applicable to the Media Order.
  • Please note only User with the access to the Invoice Module will see the Invoice Note field.
Custom Fields
 Below the standard fields there is a line separating from the customized fields,  as defined in the Server Setup. 
Deadline
 Click on the grey box in the right hand upper corner of the Media Order window next to Deadline: Not Set, to set a deadline for the Media Order. Select a date in the calendar and assign a time.
  • In Toolbox > Settings tab > Hourline > Pending Media Orders With Deadline setting can be enabled, so a Media Order icon (tape) will show in the header of the day if a Media Order has been set with a deadline. The Media Order icon can be used as a shortcut to enter the Media Order window directly.
Draft
 Tick this checkbox at the bottom of the window if this Media Order is still a draft. When searching for it, it will be found under status Draft.
Discounts
 The Discounts at the top of the New Media Order window are connected to the Client's personal Discounts setup in their Contact Profile. If a Project with a Media Order gets changed to another Client with a default Discount set for Media Orders, the Media Order inside of the Project is only affected and changed IF there was no Discount previously given. If there is a manual Discount set on a Media Order (the cell turns yellow) and the Client of the Project is changed to another Client with a default discount set, the Media Order will keep the manually set Discount (yellow cell) and won't adapt to the default Discount of the new Client. All new Media Orders now created inside of this Project will have the default Discount from the Client Contact applied.



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