ELEMENTOS QUE INFLUYEN EN LA MOTIVACIÓN LABORAL

Units

This shows theInvoice Unitsfor this invoice plus all previous invoices for this order and invoicing organization. This is not a total impression count unless all lines are billing on per- formance and all performance is impression based (such as CPM and Flat Rate Impres- sions).

Remaining Invoice Amount

This shows how much of the order remains to be invoiced in future periods. For the last period, it can indicate that there was under delivery when invoicing on performance. It is calculated as:

Net Cost - Cumulative Net Invoice Amount

TheNet Costis the value on theSales Order Informationfields to the left and is the total contracted in the sales module for all periods.

Remaining Invoice Units

This shows how much of the order’s units (quantity) remain to be invoiced in future periods or any remaining uninvoiced units in the last period. This uses a sum of the quantity fields across the different cost methods. It shows the difference between theCumulative Invoice Unitsand the total units contracted across all periods in the sales module.

Cumulative Unpaid Amount

This field works with thePaid Statusfield which requires an integration from your account- ing/invoicing system back into Operative.One, so that Operative.One is aware of which invoices are paid and which are outstanding. If this integration is not set up, then this field always equals the Cumulative Net Invoice Amount.

When that integration is set up, the system is aware of the Paid Amount, which is the total amount of the order for this invoicing organization that was paid. This field then shows:

Cumulative Net Invoice Amount - Paid Amount

Invoice Line Items Tab Fields

When you open an invoice, the Invoice Line Items tab is displayed by default. This tab provides a grid with a row per line item showing invoice and revenue numbers calculated by the system. For order level

invoicing, it contains one row for the entire order. It lets users override calculated invoice and revenue num- bers when the invoice is unlocked as explained inOverriding Invoice or Revenue Numberson page 49. On the far right, aViewbutton lets you choose from three different sets of fields that can be shown in the grid. You can switch to a view showing performance delivery numbers as well as more comprehensive invoicing data.

Note:You can resize the height of the grid, by clicking its bottom border and dragging it to the desired pos- ition.

If you right-click on a line item row, you see a list of options that open the other views or other tabs. When that view or tab opens, the line item you right-clicked is highlighted in the grid so you can more easily loc- ate corresponding details on the other view or tab.

l Invoice Breakdownstays on the Invoice Line Items tab and selects the line item in the Invoice Breakdown view, as described inInvoice Breakdownon page 70. This shows additional and cumu- lative details about the line.

l Performancestays on the Invoice Line Items tab and selects the line item in the Performance view, as described inPerformance Viewon page 72. This shows primary or billable third-party deliv- ery information about the line.

l Invoice Defaultappears when you are not on the Default view and it selects the line item in the Default view, as described inDefault Viewon the facing page.

l Sales Line Item - Detailswitches to the Sales Order tab and shows the Sales Line Items view, as described inSales Line Itemson page 74.

l Sales Line Item - Pricingswitches to the Sales Order tab and shows the Sales Line Item Pricing view, as described inSales Line Item Pricingon page 76.

on page 79.

l Taxesswitches to the Taxes tab if the tax feature is enabled as described inTaxes Tab Fieldson

page 80.

Note:Order level invoicing does not support moving between tabs by right-clicking the line.

Note:Columns can be reordered, and on some views, additional columns can be added to a grid. Changes to grid columns on the Invoice Line Items tab are stored on your computer and apply to the grid until you clear your browser settings (e.g., cookies).

Note: Values from the Express or Sales module reflect only the last Active Order status of a sales order as explained inInvoices and Active Order Valueson page 36.

Default View

TheDefault Viewappears when you first open an invoice and displays the following fields.

Field Description

Sort Order This reflects sorting defined for the line items in the Sales module.

Note:For child line items of groups, it reflects both the sort order of the group line item and the child line items (e.g., 3-1, 3-2, 3-3).

Line Item ID This is the unique ID assigned to the line item when it was created in Operative.One. It does not appear on an order level invoice.

Line Item Name

This is theLine Item Namefrom the sales order. It does not appear on an order level invoice. If you click the arrow to the left of the name, the options to jump to this line item on other views and tabs appear.

Order Name This is theOrder Name. It only appears on an order level invoice.

Start Date This is the Start Date from the sales order across all periods.

End Date This is the End Date from the sales order across all periods.

Quantity This is the total contractedQuantityfrom the sales order . It is the total purchased units across all periods and not just the units expected for the invoice period. It does not reflect actual delivery.

Net Cost This is the total contracted net value from the sales order. It is the total across all peri- ods as contracted and not an expected amount specific to the invoice period. It does not reflect Finance module calculations or changes.

When you mouse over this field, an i ( ) icon appears. If you mouse over the icon, a popup displays theCost MethodandNet Unit Costapplied to theQuantityto derive the Net Cost.

Field Description

Invoice Units This shows the invoice units for the period. It defaults based on the invoice schedule defined in the Sales module as explained inSales Order Finance Settingson page 24.

l When invoicing on a contracted or manual basis, this defaults to the Suggested Invoice Units from the Invoice Schedule.

l When invoicing based on performance data, it defaults to show the performance delivery data that occurred during the billing period as it becomes available. When an invoice is not locked, this number can be overridden by double-clicking the field in the grid. This lets you enter the number of units you wish to invoice. When this number is overridden, it appears in blue. After the number is overridden, the Suggested Units field on the Invoice Breakdown view, described inInvoice Breakdownon page 70, displays the original suggested number. For performance based invoicing, the Sugges- ted Units field shows the original number based on the performance delivery data only when the invoice is locked.

Overriding units does not automatically change the Net Invoice Amount or Recognized Revenue, even when invoicing or recognizing based on performance. The Finance mod- ule lets you track and invoice units and invoice amounts separately from each other. For a change in Invoice Units to impact amounts, you can tell the system to recalculate as explained inCalculating Amounts Based on Units/Quantityon page 55.

When you mouse over this field, an i ( ) icon appears. If you mouse over the icon, a popup displays information on how the value was derived.

Field Description

Net Invoice Amount

This shows the invoice amount (monetary value) for the period. It defaults based on the invoice schedule defined in the Sales module as explained inSales Order Finance Set- tingson page 24.

l When invoicing on a contracted or manual basis, this defaults to the Suggested Invoice Amount from the Invoice Schedule.

l When invoicing based on performance data, it defaults to the calculated mon- etary value based on performance delivery data during the billing period. When an invoice is not locked, this number can be overridden by double-clicking in the grid. This lets you choose the monetary value you charge. When this number is over- ridden, it appears in blue. After the number is overridden, the Suggested Amount field on the Invoice Breakdown view, as described inInvoice Breakdownon the next page, dis- plays the original suggested number. For performance based invoicing, it shows the ori- ginal calculated number based on the performance delivery data only when the invoice is locked.

Overriding the Invoice Units does not automatically change this number. For a change in Invoice Units to impact amounts, you can tell the system to recalculate as explained inCalculating Amounts Based on Units/Quantityon page 55.

When you mouse over this field, an i ( ) icon appears. If you mouse over the icon, a popup displays information on how the value was derived.

In the Administration module, if the “Allow users to invoice more than the net cost of the line item or order?” setting is No, the Net Invoice Amount cumulative for all periods can- not be more than the Net Cost for the line. For a performances basis, after a line item has reached its delivery goal, it is capped, and no further invoice amounts can be accrued. The system prevents you from manually overriding above this amount as well. For a contracted basis, manual increases in earlier periods are subtracted from later peri- ods to ensure the Net Cost is not exceeded. This invoicing organization setting can be overridden at the product level on a product’s Finance Settings tab in the Administration module.

Recognized Revenue

This defaults to the calculated revenue for the period which is based off the revenue recognition setting for the product or the invoicing organization as explained inOrgan- izational Setupon page 12.

When an invoice is not locked, this number can be overridden by double-clicking in the grid. This lets you choose the amount you wish to recognize.

When you mouse over this field, an i ( ) icon appears. If you mouse over the icon, a popup displays information on how the value was derived.

In the Administration module, if the “Allow users to recognize more than the net cost of the line item or order?” setting is No, the Recognized Revenue cumulative for all periods cannot be more than the Net Cost for the line. This invoicing organization setting can be overridden at the product level on a product’s Finance Settings tab in the Administration module.

Field Description

Unrecognized Revenue

This shows the revenue that you have not yet recognized. If in the final period this is greater than zero, then you may have under delivered. If this is negative, you have recognized more revenue than contracted.

It is the (contracted) Net Cost for all periods minus the Cumulative Recognized Rev- enue for the line. The Cumulative Recognized Revenue is the revenue from this period plus all previous periods.

Deferred Rev- enue

This shows whether you have recognized more or less revenue than you have invoiced. It is calculated as:

Cumulative Net Invoice Amount - Cumulative Recognized Revenue

If this is negative, you have recognized more revenue than you have invoiced. If this is positive, you have invoiced more than you have recognized.

Gross Invoice Amount

This is a variation on Net Invoice Amount that some organizations use to understand the value charged by the agency to the advertiser, or it reflects a portion, but not all, of the discount percentages.

Its value is determined by ensuring that the ratio between the Gross Invoice Amount and Net Invoice Amount is the same as the ratio between the line item’s total Gross Cost and Net Cost as calculated by the Sales module:

Line Item Gross Cost * Net Invoice Amount / Line Item Net Cost

Gross Cost from the Sales module is visible on the Sales Order tab’s Pricing view, as explained inSales Line Item Pricingon page 76. The gross calculation can vary depend- ing on an order’s discount profile as explained in theAdministration Module User’s Guide.

Gross Invoice Amount does not appear by default but can be added by mousing over any column name, clicking the triangle to the right of the column name, clicking the Columns link in the drop-down list, and then checking Gross Invoice Amount.

Invoice Amount without Dis- counts

This is a variation on Net Invoice Amount that excludes the discount percentages but includes premiums if they impact actual prices.

Since discount calculations can vary based on the discount profile, this is calculated based on ensuring that the ratio between the Invoice Amount without Discounts and Net Invoice Amount is the same as the ratio between the Unit Cost Before Discounts with Premium and the Net Unit Cost.

It is calculated as:

(Line Item Unit Cost Before Discounts With Premium / Line Item Net Unit Cost) * Net Invoice Amount

This field does not appear by default but can be added by mousing over any column name, clicking the triangle to the right of the column name, clicking the Columns link in the drop-down list, and then checking Invoice Amount without Discounts.

Invoice Breakdown

If you set theViewbutton toInvoice Breakdown, the fields in the grid change and you can see additional details about the line items. The following fields appear in the Invoice Breakdown view but not in the

Default View.

Field Description

Suggested Unit Terms

This shows the method of invoicing selected for Invoice Units in the Sales module as explained inViewing and Setting Invoice Scheduleson page 27.

Suggested Amount Terms

This shows the method of invoicing selected for the Net Invoice Amount (monetary value) in the Sales module as explained inViewing and Setting Invoice Scheduleson page 27.

Suggested Units

This shows the default value of the Invoice Units field based on what was set in the Sales module. This number does not change based on edits made to an invoice, so if numbers are overridden in the Finance module, this shows their original values based on the Sales module.

l For acontractedormanualbasis, this lets you see the original value if you over- ride the Invoice Units field. If there is no override, this equals the Invoice Units field.

l For aperformancebasis, it is zero or empty until an invoice is locked. After an invoice is locked, it shows the value calculated based on the performance. If the Invoice Units are overridden, this still shows the original number based on the per- formance delivery numbers when locked.

Suggested Amount

This shows the default monetary value of the Net Invoice Amount field based on what was set in the Sales module. This number does not change based on edits made to an invoice, so if numbers are overridden in the Finance module, this shows their original val- ues based on the Sales module.

l For acontractedormanualbasis, this lets you see the original value if you over- ride the Net Invoice Amount field. If there is no override, then this equals the Net Invoice Amount field.

l For aperformancebasis, it is zero or empty until an invoice is locked. After an invoice is locked, it shows the value calculated based on the performance. If the Net Invoice Amount is overridden, this still shows the original suggested number based on the performance delivery numbers.

Primary Per- formance

This shows the total delivery during the period for the line item as reported by the primary production systems to which production line items were pushed. This corresponds to the same unit types as the Quantity field, which depends on the Cost Method of the line item. For CPC, this is clicks. For CPA, this is actions. Otherwise it shows impressions or noth- ing.

Note:For group line items, the Finance module sums up the total delivery of child line items for the parent line item when all the line items in the group have the same unit type. For Place Holder groups, delivery is summed for those child line items that have the same unit type as the parent and whose dates overlap with the parent.

Field Description

Third-Party Performance

This shows the total delivery for the line item during the period that was reported by the third-party production system set as billable. This reflects only delivery from the server specified on theBillable Third-Party Serverfield on the line item’s Advanced Edit page.

Note:For group line items, the Finance module sums up the total delivery of child line items for the parent line item when all the line items in the group have the same unit type. For Place Holder groups, delivery is summed for those child line items that have the same unit type as the parent and whose dates overlap with the parent.

Cumulative Invoice Units

This shows the period’s Invoice Units plus the Invoice Units of previous periods.

Note:If an invoice for the order is locked or prior_locked, whether this reflects adjust- ments depends on the invoicing organization setting for “Incorporate adjustments into invoicing calculations.”

Cumulative Net Invoice Amount

This shows the period’s Net Invoice Amount plus the Net Invoice Amount of previous periods.

Note:If an invoice for the order is locked or prior_locked, whether this reflects adjust- ments depends on the invoicing organization setting for “Incorporate adjustments into invoicing calculations.”

Remaining Units

This shows how many units are left to be invoiced in later periods. It is calculated as:

Quantity - Cumulative Invoice Units

Remaining Amount

This shows the amount left to be invoiced in later periods. It is calculated as: