Push Screen
The Push screen will take the claimed billing rows and visualise into a format reflective of how the loading will be pushed into SMD. This is where any changes to the loading can be actioned before the push. Billing Portal will aggregate all billing rows that share a Booking Order Line ID unless separated on the claim screen.
Tutorial Video
Overview
The Push Screen is where claimed billing lines are aggregated and prepared for processing before being pushed into the SMD system. It displays your assigned loadings in a format that mirrors the actual SMD loading structure. This screen allows you to review, edit, finalize, or remove billing lines before final submission.
Key Features
1. View Aggregated Billing Lines
Billing lines sharing the same Booking Order Line ID are grouped and displayed as a single entry.
This aggregation helps visualize how data will be processed into SMD.
2. Search and Filter
Use the search bar at the top to find billing lines by Advertiser, SMD Schedule, Ad Category, or Placement Description.
Use the filter bar to narrow results by Platform or OMnet assignment.
3. Bulk Actions via Three-Dot Menu
When one or more billing lines are selected, the bulk action menu enables you to:
| Action | Description |
|---|---|
| Download | Export selected billing lines into an Excel file for review or reporting. |
| Edit Table | Edit Medium Code, Creditor, Ad Category, and Placement Description fields for multiple lines grouped by platform. |
| Mark as Finalized | Mark selected lines as finalized to indicate they have been processed externally and should not be pushed to SMD. |
| Remove from Push Screen | Remove billing lines from the push screen, sending them back to the claim screen for further action. |
4. Individual Billing Line Actions
Each billing line has its own action menu allowing:
| Action | Description |
|---|---|
| Show Billing Report Details | View detailed information of all individual billing rows combined into the loading line. |
| Edit Billable Cost | Update the cost value for the billing line and provide a reason for the change. Edited lines are highlighted. |
| Mark as Finalized | Mark a specific billing line as finalized. |
| Remove from Push Screen | Remove the billing line from the push screen view. |
5. Add New Booking (Admin Only)
Admin users can add new billing lines directly into the Push Screen.
This feature is not available for general users.
Processing Billing Lines
Select one or more billing lines to process.
Click the Submit button to push the billing lines to the Summary page and subsequently to SMD.
If multiple lines share the same Booking Order Line ID but have different costs, processing one will push all linked lines.
Visual Indicators
Red Border on Edited Cost: Lines with modified billable cost will have a red border around the cost field for easy identification.
Separated Lines: Billing lines separated on the Claim Screen will be indicated here but cannot be re-separated from the Push Screen.
Tips & Notes
Use the Bulk Edit Table feature to save time updating multiple lines with similar changes.
Always verify billing details before submitting to avoid errors downstream.
If a billing line has errors, it cannot be pushed and must be corrected on the Claim Screen first.