Create, copy, convert, and print media orders

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Here’s how to create and work with media orders in Microsoft Dynamics Marketing.

  1. Go to Assets & Media > Media Buying > Media Orders.

  2. Choose the New button New button.

    Dynamics Marketing opens the New Media Order page.

  3. Enter the information.

    Field

    Description

    ID

    Dynamics Marketing displays a unique ID number for each order. The ID number is displayed once the order is saved by choosing Save.

    Status

    Select a status for the order.

    Vendor

    Select a contact.

    Vendor Invoice #

    Enter the vendor's invoice number or code.

    Prepared by

    Select a contact.

    Ordered/Prepared for

    Select a contact.

    Client PO #

    Enter the client's Purchase Order number or code.

    Memo

    Enter additional information by choosing the Memo button.

    Date

    Enter the order date.

    Payment Due Date

    Enter the date the vendor should be paid.

    Ship to

    Select a contact.

    Type

    Select a type from the pull-down menu.  

    Currency

    Select a currency.

  4. Choose Save.

  1. Select the media order you want to copy by marking its check box Check box symbol.

  2. Choose the Copy button Copy button.

  3. Choose OK.

  1. Select the media order you want to void by marking its check box Check box symbol.

  2. Choose the Delete button Delete button.

  3. Choose OK.

    Dynamics Marketing sets all the amounts to zero and changes the status to Void.

  1. Select the media order you want to invoice by marking its check box. Check box symbol

  2. Choose the Invoice button.

  3. Choose OK.

  1. Choose the Email button Email button.

    Dynamics Marketing displays the media order ready to be sent via email.

  2. Choose Submit.

    Dynamics Marketing sends the media order and makes a copy of the media order in Notes.

  1. Choose the Print Print button button.

    Dynamics Marketing displays the media order ready to print in a pop-up browser window.

  2. Choose the Print Print button button again.

    Dynamics Marketing opens a Print window so you can select the printer you want to use, and other printing details. Dynamics Marketing also makes a copy of the media order in Notes.

Financial and general ledger accounts are designed for marketing budget management only. Financial features are restricted to the limits stated in the Security and Financial Disclaimer. Microsoft Dynamics Marketing is not designed to comply with country/region-specific laws, regulations, or common business practices.

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