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Saving an Advertising Insertion Order

Saving an advertising insertion order can result in one of three scenarios depending on the order status in the Status field. One status just saves the insertion order. Another status saves the insertion order and then creates a regular Orders record. Finally and another status saves the insertion order and then creates a cancellation Orders record. Additionally, insertion orders create two scheduled transactions that move the sales account monies received to a deferred account since the advertising products are typically deferred income products. See Understanding Advertising Management Insertion Order Accounting for more information on the accounting issues for scheduled transactions.

Note

If the advertiser or the contact does not have an approved credit or enough credit to place an order, the insertion order cannot be saved. A message notifies the user that at that point in time the advertiser or agency does not have an approved credit status.

 

Saving an advertising insertion order is described in the following sub-topics:

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