Approve a Plan

When you and the vendor agree on the proposal, you manually confirm the client approval on the side panel. The Approvals side panel displays the status of the media plan. An Approved stamp appears next to the plan with a version number. A contract link is available for viewing.

Approvals Side Panel

ApproveAPlan1.png

Step

Procedure

Results

1 Click the Actions button.

The drop menu appears.

2 Select Approvals under Manage. The Approvals side panel appears listing the plans under Client Approval.
3 Click the Approve plan link. The Approve Plan page appears.
4 Review or enter the Client* and Brand* fields under Assign Client & Brand tab. Client and brand are requirements for approval.
5 Review or enter the Campaign ID* under Assign Campaign ID tab. Campaign ID is a requirement for approval.
5a

Advantage Users only:

Review or enter the Advantage IDs under Assign Campaign ID tab.

Division

Product

Sales Class

Entering or modifying Advantage IDs require access and proper permissions.
6 Click the Attach contract link. The file directory appears.
7 Select the attached contract from the directory. The file name appears.
8 Attach the file. The file name appears on the page.
9 Select Approve. A confirmation message appears.

Client Approval – Approving Media Plan Example

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The Approve Plan page provides the following tabs:

  • Assign Client & Brand
  • Assign Campaign ID
  • Attach Contract

The assigned client, brand, and campaign ID along with the attached contract are required for approval. For agency users with Advantage ERP and proper permissions, the Advantage ID codes are available for editing prior to approval.

Client Approval - Approve Plan Page Tabs

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When the campaign has the entered client, brand, and campaign ID, you only attach the contract and approve the plan. The assigning of the client, brand, and campaign ID is auto-populated. Clicking on the Attach contract... link launches the directory file to upload the contract. Click the Approve button completes the client approval process.

Note: The Campaign ID is a requirement. Enter a Campaign ID before attaching a contract for plan approval.

The Client Approval listing displays an Approved label of the media plan. Basis Platform automatically creates a new version (Ver. #) of the approved plan.

 

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