Schedule Overview

The Schedule Overview provides information across all issues within a publication. From the Schedule Overview you can see:

    • How many of each type of advert and how many editorials were placed in an issue.
    • The companies which placed the orders for adverts/editorials in an issue.
    • An order history for a specified company i.e. what type of ad they have placed and in which issues over all the issues in a publication.

  • Go to Orders & Items > Schedule Overview in the main menu bar.

In the Hot Area, enter or Search for the publication code you wish to view. There is communication button next to this field if you would like to make a communication related to this publication. Note that a communication against the publication is not also linked to any company.

Underneath the publication code is a field for entering a company code, this will be explained later, first we will look at a publication.

Once you have entered a publication code, the window expands to show the issues.

Down the left hand side are the item codes for the adverts, there is a description box in the bottom left hand corner, clicking on an item code will display the description in this box. Editorials are separated out and appear after the total for the adverts.

Across the page are columns, each column represents one issue. The numbers in green cells represent the number of that type of advert in that issue of the publication e.g. in the example above, in the issue 29/04 (April 2003) there were 13 adverts WE/C3. At the bottom of the grid there is a TOTAL row showing the total number of adverts in that magazine.

There is also a Filter button below the grid. This switches the display from showing only those item codes (adverts) that have been booked, to all item codes for the publication, some of which may never have been placed in an issue.

From this window you can see which companies placed the orders for the adverts/editorials. This can either be for an individual advert type in an issue or all the adverts in an issue by using the total row. To show the companies, double click on the green cell containing the number. In this example we will show an advert type that was used once in an issue.

The window now changes to show a grid containing a list of the companies. The list can be exported to Excel by clicking on the Excel button.

There are three Edit Buttons  which allow you to view information in more detail. Click on the line of the order you are interested in, and the first edit button will open the Orders screen with the issues used. The second edit button opens the Companies screen of the company that placed the order. If you right click on this edit button you can view the order history of that company across the issues in a publication as described below. The third edit button opens the Orders Screen of the selected advert. To return to the main schedule overview window, click on the Done button.

Viewing a Company's Order History

There are two ways of looking at the orders a company has placed across issues in a publication,

  1. either right clicking on the edit button as described above
  2. or Enter or Search for the company code in the field beneath the publication code.

Hit return and the window will expand to show a new grid.

Down the left hand side are the item codes (adverts), there is description box in the bottom left hand corner. Across the top are the issues, each issue is in a separate column. The numbers in the green cells show what advert type this company placed an order for and in what issue. The second number shows the total number of adverts of that type in the issue e.g. in the screen above, out of a total of 11 2H/C3 adverts in that issue, our company placed an order for one. You can double click on the green cell to view more details about the order.

There are two Filter buttons at the bottom, Filter 1 shows all the advert types as above, Filter 2 shows only those advert types that the company placed an order for. There is also a go to a New Button  if you want to create a new contract for this company.