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Billing Multiple Persons

The Bill To tab plays an important role in enabling an organization to bill multiple parties a portion of a single insertion order. By adding specific persons to the Bill To tab and designating the percentage of the order they are billed, an Orders record for each Multiple Bill To record is created. To create multiple Orders records, the Multiple Bill To records must be created before an insertion order is saved with a status of Quote. Therefore, if an order is saved first with a status of Verbal, the Multiple Bill To records can be added to the sub-tab before the status of the insertion order is changed to Quote.

To add a Multiple Bill To record to an insertion order, do the following:

  1. Open a new Multiple Bill To record from the Bill To tab on an Advertising Insertion Orders record.
  2. In the Bill To Company field, enter the name of the company from the Companies service who is to be billed for a portion of the advertisement.
  3. In the Bill To field, enter the name of the person from the Persons service who is to the contact for this insertion order.
  4. Designate the portion of the advertisement cost to bill the person/company in this record by entering a percentage amount in the Percent field. Use a whole number since the field stores it as a percentage. For example, the module interprets 50 as 50% and .50 and .5%.

    Note

    When adding persons/companies to the Multiple Bill To tab, the total percent of all the records must equal 100%. An error message alerts the user if the total does not add up to 100%. The record cannot be saved until the percentages total 100% so all parties can be billed correctly.


    Sample Multiple Bill To Record


  5. Click OK to save the record.
  6. Repeat steps 1 through 5 for each person/company that share in the payment for the insertion order.
  7. Modify the Bill To percentages as necessary so they add up to 100.


Note

When the Insertion Order is saved with a status of Quote, each Multiple Bill To record for that insertion order is locked. All fields in the Multiple Bill To form become read-only and cannot be changed, nor can any record be added. Additionally, the Order field in each Multiple Bill To record is populated with its corresponding Orders record.

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