Advantage Billing Report Overview

Advantage software is an enterprise resource planning (ERP) system built for advertising agencies to manage bill pay across digital and traditional media types. Basis' integration with Advantage lets you push billing exports that map to Advantage's business objects directly to Advantage.

How It Works

When setting up Basis to work with Advantage, Basis maintains seven different Advantage fields (“key fields”), surfacing existing Advantage codes for all of these required key fields. As you're setting up and working with your Basis campaign, you can make the appropriate selections for each of these fields.

Advantage Details Location in Basis
Configure Advantage account, credentials and connections Main Menu [] > My OrganizationBilling tab

Confirm or select Advantage Client Code

Main Menu [] > My OrganizationClients/Brands and Service Providers tabs

Confirm or select Media Vendor Code Main Menu [] > Inventory Directory > Vendor tab
Confirm or select Advantage key fields including Division, Product, Campaign, and Sales Class IDs Main Menu [] > Campaign > Campaign details (at media plan approval)
Advantage Ad Server Vendor Code IDs Main Menu [] > My OrganizationBilling tab

To import an Advantage billing report:

Workflow chart of exporting a campaign to Advantage billing

In Basis

  1. Set up Basis to work with your Advantage software system. See Add Advantage Account and Advantage ERP Configuration in Billing for more information.

  2. Go to Main Menu [] > My OrganizationBilling tab to export client orders and vendor billing reports from Basis to the Advantage FTP host. For a detailed list of fields in the reports, see the Advantage client order table and vendor billing table.

In Advantage

  • Click “Media Import” to read / update the data on the FTP host. Advantage automatically populates those required key fields into Advantage’s AQUA, which is pre-programmed with specific codes to associate line items with appropriate clients and vendors.

The net value in the billing reports excludes margin. When the line item in Basis has margin, the ERP system requires managing that value.

Vendor Payment Agreement

Basis assists you with the vendor payment agreement. With the vendor billing report from Basis, you download the data, enter the invoice fields, reconcile the amounts, and upload into Advantage. See Advantage Vendor Billing Reports and related table for payment information.