Generate Delivery Instructions Report

The Media Production team can generate a Delivery Instruction document and send it to the client.This is a critical part of the production workflow.

The Delivery Instruction document is sent to either clients or the printer so that they know what posters must be printed and where to deliver them.

Delivery Instructions show the quantity of posters required for a campaign, broken down by Order Plant, Design, Format (face size), and Quantity.

The following prerequisites must be met to generate the Delivery Report:

  • Users must have the Production User role assigned.See Roles Overview.
  • The campaign is fully charted.
  • Design Allocations and Copy Orders are completed.
  • Plants Address and Contact are available in Operations → Scheduling → Operations → Plants.If there is a missing Address / Contact, the information will not be displayed in the Report.
  • The Order Plant field at the Face level has a value for each booking in the Campaign.

To generate the Delivery Instruction report:

  1. Access Operations in the top-left menu, click the Production tab, and then the Campaigns tile.

    2. This presents the filter search window.

    Note: You can also use Operations > Charting > Campaigns.

  2. Use the filters to locate the campaign for which you need to manage a Copy Order.Locate and open the needed campaign record.

    3. This presents the campaign record's Basic Info screen.

    Campaign record

  3. Click the Copy Orders icon in the left navigation bar.

    4. Copy Orders

    The screen refreshes to show the Copy Orders that have been added to the campaign.

  4. Enable the check box next to the Copy Orders that you want included in the report.
  5. Click the Available Actions button button at the top of the frame and select Print Delivery Instruction from the drop-down menu.

    6. Print Delivery Instruction

    The Delivery Instruction report is generated.

  6. Select whether to generate the report in Excel or PDF format.

    7. Select report format

  7. Select a filter to use to generate the report.

    8. You have the following choices:

    • Poster Delivery Date Range
    • Poster Install Date Range

    Report filters

  8. Click view.

    9. The report is generated.

    Report generated

The Delivery Instruction Report can also be generated at the following locations:

  • Operations > Reports
  • Operations > Operations > Reports

See Also: