Order Updates
Changes cannot be made to these two items on an order if they have been invoiced in a previous month.
Billing Method (IBB VS Contract)
Bill Type/Bill cycle ( Broadcast VS Calendar)
Which Invoicing Preference should you NEVER select in SAP on the contract account when setting up consolidated Invoicing?
One Invoice for all orders (ZIPM)
(Risk It Option Available)
True/ False: You can regenerate an invoice to change the bill to a different Advertiser and/or Agency.
False
TRUE/ FALSE: The client can request up to 3 different delivery Methods.
False - 2 Maximum.
Where can sales locate the Escalation PATH, Billing Summary, W9, Client portal link, and FBO playbook?
My Spectrum Reach Finance Page (MSR)
These 4 items would require sales to CARB the next month forward, but Support will make the changes for active orders.
Agency Discrepancy
Bill to
Discounts
AE updates.
Currently, what two signatures are listed on each ANACAB Page to meet notarization requirements?
What does each name represent?
Kristin Holm & Alison Barnes
One represents witness/system official and the other is the Notary.
Name 6 reasons sales/clients would need an invoice to be regenerated.
Revenue Adjustment, Payment Applied, Scripts, EDI/Order Field updates, Name Change, Address change
What resource can sales use to confirm the EDI field information, co-op marking, discount, and delivery method for all orders that will be billed in the current month?
Billing Summary
(Risk It Option Available)
Match each Support Specialist to their designated Region
Ajla - West
Zoria - Central
Elliot - Great Lakes
Crystal - BlueRidge
Breyanna - Southeast
Solomon - Northern
NAME 4 items listed under NO-CARB cheat sheet.
Hint: Two of the items have an exception if the order was billed the previous Month.
IBB VS contract, Broadcast vs Calendar, EDI FIELDS, CO-OP
TRUE/ FALSE: You can locate the spot ID for linear orders and streaming orders on an invoice that were not initially marked for Co-op on the invoice itself?
FALSE
(Risk It Option Available)
Name all 4 places you (specialist) can go to download copies of invoices that were regenerated?
SAP: CI REPORT TILE, Invoice Portal, Archive Folder, Sales Aging Report
Which team can update the Parent Name for an Advertiser in MicroStrategy if the name is incorrect?
Field Finance
Revenue is displayed in MicroStrategy based off this Bill Cycle.
Broadcast
You received a salesforce request from sales requesting for an invoice to be regenerated with contract billing instead IBB. Will an invoice regeneration do the trick? YES/NO – Explain, why?
NO – Once the order is invoiced no changes can be made.
This salesforce request is used by sales requesting that the order be billed once it has ended instead of waiting for the month end billing process.
DEMAND BILL
(Risk It Option Available)
This Team is responsible for uploading the scripts and has access to the spots for up to 90 days in InnCreative.
Execution Team
(Risk It Option Available) X2
You received a salesforce request from sales requesting for both the advertiser and the agency to receive invoice copies each month. Walk us through what needs to happen to the SAP accounts.
*Advertiser email address was provided and Agency - Advertiser relationship is established.
Checkbox “Bill to CC” in SAP on both the Advertiser and Agency BP.
Sales sent an email to reachbusops@charter.com stating the client did not receive a copy of their streaming order that was $0.00. Why did the client not receive an invoice?
We do not produce $0.00 invoices for AOS.
(Risk It Option Available)
You received a request on 5/27 from sales inquiring about why their linear order was invoiced for Broadcast instead of Calendar for April. Can you explain why this happened with the order details provided below?
Order Details:
The flight dates crossed months. The order should have been broken out by month.
Sales submitted a billing request asking for the client to be setup for Consolidated billing. They also stated that all invoices should be separated by market. How can we make this happen?
Select "One Invoice for orders with the same estimate Number." (ZIEN) for their billing Preference in SAP Contract account.
*Each order should list a market included in the Estimate EDI field.
Name all status updates included on the regeneration Log for each line.
SENT TO CSG
BATCH Dropped
COMPLETED
What is Co-op?
Advertising order placed by two or more advertisers-often involving a retailer and a manufacturer where advertising cost is shared.
Name all 3 Support Leaders Birthdays
Alison 12/8
Elaina 12/9
Catie 8/10