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1 Multiple Jobs/Multiple Products (ID.05). 2 Current Process – Key Components  The current client hierarchy has Time Warner as the client with products.

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Presentation on theme: "1 Multiple Jobs/Multiple Products (ID.05). 2 Current Process – Key Components  The current client hierarchy has Time Warner as the client with products."— Presentation transcript:

1 1 Multiple Jobs/Multiple Products (ID.05)

2 2 Current Process – Key Components  The current client hierarchy has Time Warner as the client with products representing General, Hispanic, Insight & Intelligent Home  Jobs are created based on regions/states ( i.e Texas, California, Mid-West)

3 3 Proposed Future Process – Key Components  Create Client, Division, Product hierarchy (CDP) where client is Time Warner, divisions are General and Hispanic  Create multiple products representing states or regions (i.e Texas, California, Mid-West)  Create a Master Affiliate job for each division, where an affiliate job is created for each product code  Create Master Estimate  Bill job where one invoice is generated for each Master Affiliate scenario

4 4 Proposed Future Process – Key Components Vantage Term Agency Term Definition Master DocumentA document that is created in SAP to link a Master Job with all the affiliate/activity jobs. Affiliate JobSub job linked to a master job; used when a number of individual jobs relate to the same work/campaign/project and need to be billed together. The billing will print by Master Job, Affiliate Job 1, Affiliate Job 2, etc. on one invoice.  Demonstrate the Master Affiliate job for these types of contracts

5 5 Master/Affiliate/Activity Based – Structure 1 2 3

6 6 Master/Affiliate/Activity Based Job – Master Job  The Master Job Structure consists of a main job (Master Job) linked to sub-jobs  Sub-jobs can be either of the following types:  Affiliate  Activity-based  Master job that has linked Affiliate or Activity-based jobs  Can have a single segment structure with only one office and one line of business  Can have a multi-segment structure with more than one office and more than one line of business  SAP uses the Master job with an Affiliate or Activity-based job to allow grouping of jobs for billing  This structure can be used when an agency needs to break work into several manageable sections

7 7 Master/Affiliate/Activity-based Job – Master Job  Create Master Jobs selecting  Individual jobs relate to the same work/campaign/project and need to be billed together  The process for opening Master and Affiliate or Activity-based jobs is similar to Standard jobs  A Master Document is created in the system to link the jobs together, which is then used to bill the entire structure as one job  Set the Job Indicator field to Master Job  The Job Indicator field is used to identify the type of job being opened and defaults to Standard Job Exercise 5: Create Master Job Work In Progress

8 8 Master/Affiliate/Activity-based Jobs – Master Document  A Master Document must be created to link the Master Job and its Affiliate jobs and/or Activity-based jobs for billing purposes  The Master Document  Master document is created in the background by the system while a Master Job is being created and prior to the creation of Affiliate or Activity based Jobs  Links all jobs by accumulating all the WBS Elements/Job Segments from the entire Master-Affiliate/Activity-based Job Structure  Used for billing purposes - allows all the WBS Elements of all Affiliate/Activity- based jobs to be billed together with the Master Job  Can be used as a selection on reports to see details for all Affiliate/Activity-based jobs

9 9 Master/Affiliate/Activity Jobs – Affiliate/Activity-Based Jobs  Create Affiliate and Activity-based jobs by selecting?  When creating an Affiliate or Activity-based job, the steps you follow are the same as when you are creating a Standard Billable Job and a Multi-segment Job with the following additions:  Set the Job Indicator field to Affiliated or Activity-based  Reference the Master Job number  The system automatically updates the Master Document with the newly created Affiliate or Activity-based job Exercise 6: Create Affiliate Job


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