Table of Contents
Overview
Reference Data records store additional information about entities, and are used in calculations, building schedules, and sending orders.
Types of Reference Data Records
In OneStrata, there are seven types of Reference Data records:
Record Type | Description | Location within the OneStrata UI |
---|---|---|
Fee & Tech Rate | Non-media fee that can be added to a media schedule Placement. | The Administration > Reference Data > Fees & Tech Rates page |
Tax | Tax rules and requirements. | The Administration > Reference Data > Taxes page |
Commission | An amount that an Agency charges a Client for the services provided. | The Administration > Reference Data > Commissions page |
Exchange Rate | Exchange rate between two types of currencies. | The Administration > Reference Data > Exchange Rates page |
Terms & Conditions | Set of legal agreements that apply to a particular Media type, Agency, Business Unit, Client Group / Client, or Order Partner. | The Administration > Reference Data > Terms & Conditions page |
Media Type Media | An advertising method, like Digital. Each campaign is for a single Media Type. | The Administration > Reference Data > Media page |
Cost Category | A subcategory of a Media Type, like Social or Display. | The Administration > Reference Data > Cost Categories page |