Parent, agency, and advertiser companies

 

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.

Some businesses have very complex relationships with their clients. Microsoft Dynamics Marketing lets users turn on three additional fields to help manage these relationships:

  • Parent Company

  • Agency Company

  • Advertiser Company

Parent Company

The parent company is used to define a hierarchical relationship between two companies.

Agency Company

Some businesses (examples of this include video production companies, media buying agencies, printers, etc.) that use Microsoft Dynamics Marketing work with agencies and their clients.

Advertiser Company

The advertiser company is an optional field that can be displayed on media transactions (orders, expenses, invoices, etc.) to help identify all the parties in a media campaign. The advertiser company field isn't displayed on the Company or Contact dashboard. More information: Set media buying options

To turn on these fields, see the information provided in Configure site settings.

Enhanced order, expense and invoice General Ledger account defaulting

When a parent or agency company is specified, the defaulting logic used to default the general ledger accounts on orders, invoices and expenses is different:

Standard defaulting (when the parent company is not used)

  • The Revenue account is defaulted using the media outlet's Revenue account.

  • The Accounts Receivable account is defaulted from the site’s or organization’s default Accounts Receivable account.

Special defaulting when parent and advertiser are specified on an invoice

  • The Revenue account is defaulted using the media outlet's Revenue account.

  • The Accounts Receivable account is defaulted from the advertiser's Accounts Receivable account if one has been specified. If an Accounts Receivable account hasn't been specified, the Accounts Receivable account is defaulted from the site’s (or organization’s) default Accounts Receivable account.

Special defaulting when parent and advertiser are specified and an order or expense is created from a media plan

  • The Expense Account is defaulted using the parent company’s Expense Account specified on the plan.

  • The Accounts Payable account is defaulted from the advertiser's Accounts Receivable account if one has been specified. If an Accounts Payable account hasn't been specified, the Accounts Payable account is defaulted from the site’s (or organization’s) default Accounts Payable account.

Special defaulting when parent and advertiser are specified and invoice is created from a media plan

  • The Revenue account is defaulted using the account specified on the parent company specified on the plan.

  • The Accounts Receivable account is defaulted from the advertiser's Accounts Receivable account if one has been specified. If an Accounts Receivable account hasn't been specified the Accounts Receivable account is defaulted from the site’s (or organization’s) default Accounts Receivable account.

Special defaulting when parent and advertiser are specified and the invoice is created from the Order Details Page

  • The Revenue account is defaulted using the parent company’s account specified on the order.

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