Table of Contents
Overview
Master data entities are used across an agency to operate its business and define entities such as an agency's clients, products, and vendors. Master data records streamline data sharing and facilitate data transactions between teams and throughout an agency.
Master Data Terms and Concepts
This section contains information about terms and concepts related to master data entities.
Types of Master Data Entities
There are two groups of master data entities:
| Master Data Group | Description |
|---|---|
| Agency Group | Advertising agencies, their business structures, and their client relationships. |
| Vendor Group | Who is paid for a media activity, who runs the activity, where the activity is run, and the relationship between these three entities. |
Agency Group Entities
| Entity | Description |
|---|---|
Enterprise | The highest level entity within the OneStrata platform. Enterprises are configured and managed by OneStrata. If you want to modify any enterprise-level settings, contact your OneStrata representative. |
Agency | An advertising agency. The second-highest level entity overall, but the highest level entity within the OneStrata business structure. An Agency has zero or more Business Units. |
Business Unit | An office, branch, or subdivision within an Agency, depending on the operating structure or financial reporting needs of the Agency. A Business Unit has zero or more Clients. |
Client Group | An optional grouping of one or more Clients. |
Client | An advertiser that an Agency or Business Unit is planning and buying media for. A Client has zero or more Products. |
Product Group | An optional grouping of one or more Products. |
Product | A Client's product, activity, or brand. |
Vendor Group Entities
| Entity | Description |
|---|---|
Payee | An entity that is paid for media activity and is part of the vendor structure (Payee, Order Partner, and Supplier). |
Order Partner | An entity that processes orders and is part of the vendor structure (Payee, Order Partner, and Supplier). |
Supplier | An entity that runs media or non-media activity and is part of the vendor structure (Payee, Order Partner, and Supplier). |
Contract | The record that links one Payee, one or more Order Partners, and one or more Suppliers. |
Types of Order Partners
The type of an Order Partner affects how the Order Partner receives and approves an order.
| Order Partner Type | Description |
|---|---|
External Order Partner | An Order Partner configured for external confirmation; the vendor confirms or declines the order outside of OneStrata. For example, over email. |
In-System Order Partner | An Order Partner configured for in-system confirmation; the vendor confirms or declines the order in Vendor Inbox. |
Internal Seller Order Partner The internal seller workflow is a gated feature and not enabled by default. If the internal seller workflow is not enabled, internal seller Order Partners cannot be created. To enable this feature, contact your OneStrata representative. | An Order Partner configured for in-system confirmation and the internal seller workflow. |
Auto-Confirmation Order Partner | An Order Partner configured for auto-confirmation; all orders are automatically approved once sent. |
Types of Suppliers
The type of a Supplier affects the type of Cost Line that the Supplier can be assigned to.
| Supplier Type | Description |
|---|---|
Media Supplier | A vendor that provides advertising space.
|
Non-Media Supplier | A vendor that provides a media activity-related service, like ad serving or tracking, but does not provide the actual media advertising space.
|
Validity Dates
The Valid From and Valid To fields on a master data record define its validity dates. In turn, the validity dates affect the campaigns or Cost Lines that the master data entity can be assigned to.
| Master Data Entity | Validity Dates |
|---|---|
| Agency | The Agency can only be assigned to campaigns that start and end within the Agency record's validity dates. |
| Business Unit | The Business Unit can only be assigned to campaigns that start and end within the Business Unit record's validity dates. |
| Client Group | The Client Group can only be assigned to campaigns that start and end within the Client Group record's validity dates. |
| Client | The Client can only be assigned to campaigns that start and end within the Client record's validity dates. |
| Product Group | The Product Group can only be assigned to campaigns that start and end within the Product Group record's validity dates. |
| Product | The Product can only be assigned to campaigns that start and end within the Product record's validity dates. |
| Payee | Payee records do not have validity dates. |
| Order Partner | Order Partner records do not have validity dates. |
| Supplier | The Supplier can only be assigned to Cost Lines that start and end within the Supplier's validity dates, for a specific Contract. Note: Supplier records do not directly define validity dates; a Supplier's validity dates are defined per Contract on the Contract record. In other words, a Supplier can be in multiple Contracts and have different validity dates for each Contract. By default, the Supplier's validity dates for a Contract are the same as that Contract's validity dates, but can be customized when creating or editing the Contract record. |
| Contract | The Contract can only be applied to Cost Lines that start and end within the Contract record's validity dates. |