Release 15.13 - November 12, 2025
New
Enforce Corporate and Homogeneous Publisher Rules
Two new options have been created to account for multi-publisher setup within Ad Orbit. Both of these options need to be enabled internally by a member of the Ad Orbit team. If you want either setting enabled, please reach out to the support team.
Enforce Corporate Rules
When enabled, this option requires that companies within Ad Orbit must be set to a publisher designated as a 'Corporate' publisher.
Enforce Homogeneous Publisher Rules
When enabled, each invoice can only include items from a single publisher. An invoice cannot include items from multiple publishers.
There are various restrictions implemented in order to enforce this.
On the Create Invoice search page, the Publication Publisher search field is required.
When creating orders, line items included in installments, ad-hoc groups, display groups, or packages set to invoice together must be for a single publisher.
Bank Accounts will be automatically selected based on the publisher associated with the invoice.
When this is enabled and the payment gateway is not vaulted, there's an additional option to specify a currency on a Bank Account.
Client Center Assign from Ticket Action
A new action has been added to the artwork upload pages in the Client Center that allows contacts to 'Assign from Ticket'. When the action is used, all of the assets from the original ticket will be added to the current ticket.
Two new system configurations were added for the functionality.
Enable Client Center Ticket All Asset Assignment: This enables the new 'Assign from Ticket' action in the Client Center. If set to No, contacts will not see this action.
Client Center Ticket All Asset Assignment Month Range: The range in months for how far back similar tickets can be searched and assigned from.
When a customer clicks the 'Assign from Ticket' action, they can pick from an eligible previous ticket, which will clone all assets to the current ticket.
A previous ticket is considered eligible if:
The ticket has some form of asset associated with it. The assets do not need to be marked as final.
The item was run within the month range set in the Client Center Ticket All Asset Assignment Month Range configuration.
It is for the same ad size for print and digital ad tickets, or the same product for digital media tickets as the current ticket.
Weekly Material Reminder Model
A new Weekly model has been created for artwork and material reminder emails. The Individual model is the system default, and is how the system has worked historically.
The model can be changed on the Material Reminder Settings page.
When the Weekly model is set, a weekly summary of upcoming materials is sent each Monday morning, with all items that are coming due within the specified number of days included.
A new "Weekly Material Reminder" email template is used for automated reminders, and the "Grouped Artwork Reminder From User" template is used for all grouped reminders sent manually.
Rather than an 'Artwork Due Reminder Days' setting that is used for the Individual model, the Weekly model will use an 'Upcoming Print/Digital Material Days' setting. One number should be input here, which will determine how far to look forward when sending weekly reminders.
For example, if this value is set to 14, and an item's material due date is 10/1, then the item will be included in the weekly emails sent on 9/22 and 9/29.
Improvements
Ad Spec Updates
For consistency, a handful of updates have been made to the Ad Specification fields throughout Ad Orbit.
There is now an Ad Spec equivalent for Delivery Solution service products, called Material Specifications. This field will only be visible on services designated as Delivery Solutions.
The Ad Specs set on the ad size, if set, will now always be displayed for Slot, Impression, and Targeted line items on the ticket in Ad Orbit, the ticket in the Client Center, and in the Ad Specs merge tags in emails.
Metabase and Data Warehouse Additions
Multiple fields were added to Metabase and the Data Warehouse in this month's release.
Lost Reason Name and Lost Reason Comments have been added as fields to the Forecast Fact table and the Sales Fact table.
A new Dim Event table has been created.
Event ID, Placement Note, and Ad Note fields have been added to the Dim Order Item table.
Event Name has been added as a field to the Analytics Sales table.
Email-To, Email-From, Queued Email ID, Tracking Code, as well as the Phone or In-Person flag have been added as fields to the Activity Fact table.
Metabase Dashboard Embedding now has additional parameters to restrict questions and dashboards based on users and publications.
Asset Upload Form Template Improvements
In last month's release, we made large changes and updates to our Asset Upload Template functionality. This release, we made some small changes to continue improving the feature.
The Display Text fields now support additional formatting options, rather than plain text.
New validation options have been added to the Short Text and Long Text attribute fields. On both of these field types, when editing the Field Settings, there are new validation options for URL and email address.
If set, when a contact enters information into that field in the Client Center, they must either enter a valid URL or a valid email address, depending on how the field was configured.
Consolidated Production Report Updates
One of the available bulk actions that can be performed from the Consolidated Production Report is to download ticket assets. This release, we made an update to account for the dynamic attributes that can be set on tickets when assets are uploaded using the Asset Upload Form Templates. Now, when assets are downloaded from the Consolidated Production Report, any applicable asset template dynamic attribute values will be included in the export as well.
When using the new Weekly reminder model for artwork reminder emails, Product Type does not need to be selected to send artwork reminder emails from the report. Instead, you can send reminders across all Product Types.
Brand Changes
There is a new 'Brands' field on companies. When adding or editing a company, you can now select multiple Brands to associate with the company.
There is also a new system configuration Require Brand on Companies that is set to No by default. If set to Yes, then Brand will be a required field when adding or editing companies and publications.
If set to Yes, existing Brand relationships will be automatically created based on existing sales. If a company has a fully approved order with a line item that has a Brand association, that Brand has been automatically added to the company record.
Similarly, when set to Yes and a new order is fully approved, any new Brands will be automatically added to the company.
Along with this change, you can now set a default Market. When a default is set, that Market will be selected automatically when creating new companies, but can be changed as needed.
Additional Improvements
On the Aging Report Detail, the 'Description' column has been relabeled to 'Issue/Product', and new 'Publication' and 'Event' columns have been added.
If users have the 'Edit Line Items and Sales Splits' user permission, they can now edit commission splits in bulk from the Consolidated Sales Report.
The Invoice Totals popup on the Invoice Search page now include Fee and Cash Less Fee totals.
Emojis are now supported on email templates as well as individual emails sent from Ad Orbit.
A new Clone action has been added to the Package setup page. When a package is cloned, the clone will bring over all of the original package's setup details as well as the line item details.
A Summary table has been added to the Sales Rep Goal Metrics - Gap to Close report, which will show the totals of each month searched.
An API endpoint has been created for Reserved digital media products.
When creating a new installment schedule, there is a new option to enter an Initial Installment Percent. This field is optional, and when set, will be used to determine the percent of the first installment in the schedule, and the remaining balance will be divided among the remaining installments.
A display update was made on the Ad Orbit login page for sites using SSO.
A 'Bad Debt Write-Off' type has been added for Credit Memos.
Bulk actions can now be performed from the Forecast Detail report if you have the new user permission 'Bulk Update Forecasts'. The actions currently available are Update Cash Value by Percent, Update Rep, and Delete.
When manually sending an order email, there are new checkboxes to 'BCC Self' as well as 'BCC Order Rep' if you are sending an email for an order you are not the order rep on.
A Classification Account field has been added to GL Classes. When set, this will override the publication classification.
Bulk update actions are now available on Ad Sizes. The new actions include Update Default GL Class, Update Asset Upload Template, Enable User Defined Pricing, Disable User Defined Pricing, Enable, and Disable. There are additional restrictions for the Disable action, and not every ad size may be disabled when the action is performed, depending on if the ad size is being used on a rate card or MagBuilder.
A timestamp has been added to the Electronic Transaction Logs report.
A warning icon and message has been added when viewing Ad Orbit using the 'switch user' functionality.
Fixes
Different contacts were being automatically selected when sending artwork reminder emails from a ticket page when compared to the Consolidated Production Report. The contacts selected will now be consistent regardless of where the email is generated from.
Saved, scheduled reports are now saving properly with the correct date range when a specific issue is used in the search filters.
GL Classes can no longer be edited on items in closed GL periods when the Enforce GL Period Date Entry Limits configuration is enabled.
A specific scenario causing an incorrect order pre-pay discount to be applied has been resolved.
Event ticket e-commerce store products that use variants are now properly recognizing the quantity set on the variant.
ACH and credit card payments against pre-pay invoices through the Client Center now show properly on the Electronic Transaction Logs report.
Invoices can now be merged when they are from separate order companies if they are from the same billing company.
A tweak was made to Finance Approving orders with installment schedules to allow for a slight bit more flexibility in the installment percent breakdown.
Event products assigned to Item Product Classes can now be deleted.
When a company's Parent company is updated, their Root company as well as the Root company of their children companies are now being updated.
The clickable breadcrumbs on the Mail Merge template pages have been fixed to direct to the correct pages.
E-commerce products that do not map to an internal Ad Orbit product and do not require shipping will now automatically be marked as completed once the checkout process through the storefront is finished.
XREFs can now be edited on companies if there is a different missing required field on the company.
The Product filter on the Company Search page has been updated to improve performance.
A performance fix was done on the Sent Emails search page.
An error when uploading unassigned artwork in the Client Center has been fixed.
Multi-select attributes are now showing properly on Asset Upload Forms in the Client Center.
On event products, if the finance classification is set on the product, that is used as the finance classification value. If not set, then the relevant publication finance classification will be used.
A display fix was made on multi-select dynamic attributes.
When editing the Ad Type on an Ad Size, the available Asset Upload Form Templates are now updating to reflect the correct types.
If an invoice is deleted or voided in QBO, the export process will no longer attempt to re-create the invoice in QBO.
When submitting Asset Upload Forms in the Client Center, validation is now being enforced when re-submitting a form after it's been submitted once.
An error has been resolved when filtering the Sent Emails search page using the 'To' or 'From' email address fields.
The correct publication alias fields are now being pushed to the Data Warehouse and Metabase.