Create Funding Record in RL to BV

 

 

There are five main sections for the Funding integration to BV-

 

1.         Funding Information is entered

2.         Required fields to be populated

3.         Season status is set to “Ready for Scheduling”

4.         Funding Status is set to “Active”

5.         BV Deal lists funders/underwriters, funder start dates and funder end dates.

 

Step

Action

Result

  1. Locate the desired deal template and scroll down to the table section.
  • Search and identify the desired deal template on table section to create Funding records.
  • Desired deal is displayed.

2. Enter the below required fields on Funding Records:

  • Full Legal Name (Underwriter)
  • Common Name (Underwriter)
  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start
  • End

 

 

Type the values in the required fields on Funding and Underwriter Records:   

  • Full Legal Name (Underwriter)
  • Common Name (Underwriter)
  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start – Funding Info Start Date
  • End-Funding Info End Date

 

The following fields are displayed on the Funding Record-

  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start
  • End

3. Update the status on the Funding Record to “Active”

Click on the Funding status to update from “Pending” to “Active”.

Funding record status is set to Active.

4. Confirm the PBS Traffic        ID is populated on Funding Records.

Click in BV and check the funding records are created on associated deal.

Funding records are created in BV.

 

 Training Video - Funding record creation