Import media client invoices, supplier invoices and automate the creation of master data
Configuration options for the Mediaocean integration
Following are the fields used to configure the feature to automatically import media invoices and vendor payables into Accountability
In Accountability go to MEDIA and select MEDIAOCEAN CONFIGURATION:
- Default Administrator - this is the person that receives emails/messages regarding any failures or mapping issues - for now we will leave that set to Accountability support. Once up and running we will switch it to the responsible agency person.
- Default Client Manager - when new clients and products are created, they need to be assigned to a Client Manager. Note that when new clients, products or suppliers are auto created - the administrator does get an email notification of that - so that is their trigger to geo review and change any information about the clients/products/suppliers
- Default Accounts Receivable Account - this is not compulsory and would usually be left empty - it is only there to facilitate a situation where the agency wants to post client media invoices from MO to a specific AR account.
- Default Accounts Payable Account - this is not compulsory and would usually be left empty - it is only there to facilitate a situation where the agency wants to post supplier media invoices from MO to a specific AP account.
- Default Media Supplier - Accountability auto creates a 'Medium' for each new Media Supplier/Vendor that comes over from MO. Because on the Accountability Medium table (Media > Media Master Files > Mediums) every new medium must be assigned to a default supplier - we need this is a placeholder. Create a supplier 'Media Ocean Media Imported' for this purpose (MOMI). Ongoing, it has no real effect - since the actual imported transactions are assigned against the actual vendor/supplier defined in the import files from MO.
- Create new clients automatically? - when a new client appears in an MO file - if this is checked Accountability creates a new client and sends an email to the administrator advising of the details - if unchecked Accountability fails the import and notifies the administrator the MO client needs to be mapped (Client Mapping) and the file re-imported.
- Create new products automatically? - when a new client appears in an MO file - if this is checked Accountability creates a new product and sends an email to the administrator advising of the details - if unchecked Accountability fails the import and notifies the administrator the MO product needs to be mapped and the file re-imported.
- Create new suppliers automatically? - when a new client appears in an MO file - if this is checked Accountability creates a new supplier and sends an email to the administrator advising of the details - if unchecked Accountability fails the import and notifies the administrator the MO supplier needs to be mapped (Vendor/Supplier Mapping) and the file re-imported.
- Default Supplier Type - when Accountability auto creates a new supplier, it is assigned to this supplier type. Again - the administrator is notified via email so they can review/change this if required.
- Default Supplier Payment Type - when Accountability auto creates a new supplier, it is assigned to this supplier payment type. Again - the administrator is notified via email so they can review/change this if required.
- Default Client Type - when Accountability auto creates a new client, it is assigned to this client type. Again - the administrator is notified via email so they can review/change this if required.
Office Mapping, Client Mapping, Product Mapping and Supplier/Vendor Mapping tables define master data mapping between both platforms