Overview

Fees and tech rates are added to individual Placements within a media schedule, but are generally pre-defined as a Reference Data Fee record. This improves consistency and reduces human error when applying fees, because OneStrata automatically calculates and applies the appropriate fees and costs.

Fees and Rates Terms and Concepts

This section contains information about terms and concepts related to fees and tech rates in OneStrata

Fee Types

There are three ways that a fee or tech rate can be added to a schedule:

Fee Record Uniqueness Requirements

A Fee record must have a unique combination of the following values, otherwise it cannot be saved:

• The Name of the record
• The Valid From date of the record
• The Rate Type of the record
• Applicable To details: The Apply at Enterprise level checkbox is selected OR the values of the Agency and Business Unit fields
• Client Rate details: The values of the Client, Commission, Client Net Rate, and Valid To fields

Only one of the values listed above needs to be different. For example, two Fee records that have different Agency values can be otherwise completely identical.

Client Rate Availability

A client rate defines, for a given Fee record, which client(s) are charged at which rate(s).

A Fee record can only be applied to a campaign (assigned to a specific Placement as an Assigned fee or added to the schedule as a Central fee) if there is at least one available client rate within the Fee record.

If multiple client rates are available, the user can choose which rate to apply:

• For an Assigned fee, only one client rate can be assigned to a single Placement, but different client rates can be assigned to different Placements in the same campaign.
• For a Central fee with multiple eligible client rates, only one client rate can be added to the schedule.

A client rate is available if:

• The client rate is valid (the dates of the client rate overlap the dates of the campaign by at least one day).
• The client rate is eligible:
  • The level of the client rate includes or matches the client of the campaign.
  • There is no other client rate (within the same Fee record) at a more specific level that also includes or matches the client of the campaign.

For examples, see Client Rate Availability Examples.

Client Rate Levels

Client rates can be created at multiple levels, such that the same fee rate is used for all clients or a specific fee rate is used for specific client(s).

There are three client rate levels:

Client Rate Dates

A client rate is valid for a campaign if the valid from/to dates of the client rate and the dates of the campaign overlap by at least one day.

The dates of a client rate must fall within the dates of the containing Fee record:

• The valid-from date of the client rate cannot be earlier than the valid-from date of the Fee record. By default, the valid-from date of the client rate is the same as the valid-from fate of the Fee record.
• The valid-to date of the client rate cannot be later than the valid-to date of the Fee record.

A Fee record can have multiple client rates for the same client, as long as the valid from/to dates do not overlap. For example, the Client Rate Details section of a Fee record could look like the table below:

Client Rate Availability Examples

As mentioned above:

A Fee record can only be applied to a campaign (assigned to a specific Placement as an Assigned fee or added to the schedule as a Central fee) if there is at least one available client rate within the Fee record.

If multiple client rates are available, the user can choose which rate to apply:

• For an Assigned fee, only one client rate can be assigned to a single Placement, but different client rates can be assigned to different Placements in the same campaign.
• For a Central fee with multiple eligible client rates, only one client rate can be added to the schedule.

A client rate is available if:

• The client rate is valid (the dates of the client rate overlap the dates of the campaign by at least one day).
• The client rate is eligible:
  • The level of the client rate includes or matches the client of the campaign.
  • There is no other client rate (within the same Fee record) at a more specific level that also includes or matches the client of the campaign.

For example, imagine a Fee record that has the following Client Rate Details section:

 In the following scenarios:

• Client A1 and Client A2 are part of Client Group A
• Client B is not part of Client Group A