Use * syntax for faster search

Table of Contents



Cost Category Tab UI Elements

The Administration > Reference Data > Cost Categories tab displays information about an enterprise's cost categories.

The Cost Categories tab contains the following elements:


ItemDescription
1

Reference Data navigation tabs

Use these tabs to access and manage different types of reference data records:

  • Fees & Tech Rates tab
  • Taxes tab
  • Commissions tab
  • Exchange Rates tab
  • Terms & Conditions tab
  • Media tab
  • Cost Categories tab

2Filters iconClick the Filters icon to open the filter pane and filter through the list of cost categories.
3Search bar

Search for a cost category by name, identifier, or external identifier.

4Create Cost Category buttonClick to create a new cost category.
5Applied Filters bar

Displays any filters that have been applied to the Cost Categories grid.

By default, the Status filter is applied, and inactive cost categories are filtered out.

6

Cost Categories Grid

A list of an enterprise's cost categories.

For more information, see Cost Categories Grid Reference.


Cost Categories Grid Reference

The following table contains information about columns in the Cost Categories grid:

Column Name

Description

Status

The status of the cost category.

  • Active: The cost category can be viewed and is available (can be assigned to a Cost Line).
  • Inactive: The cost category can be viewed, but is not available (cannot be assigned to a Cost Line).

Name / ID 

Name (Cost Category Name): The name of the cost category.

ID (Cost Category ID): The OneStrata-generated identification number of the cost category.

Code

The identifying code of the cost category.

Group

For future use.

Agencies

The Agency or Agencies associated with the cost category.

The cost category can only be applied to Cost Lines in campaigns for the specified Agency/Agencies or Business Unit(s).

If this value is blank, the cost category can be applied to all Agencies.

Business Units

The Business Unit(s) associated with the cost category.

The cost category can only be applied to Cost Lines in campaigns for the specified Agency/Agencies or Business Unit(s).

If this value is blank, the cost category can be applied to all Business Units.

Medias

The Media Type(s) associated with the cost category.

The cost category can only be assigned to Cost Lines in campaigns that have the same Media Type.

  • No labels
Provide feedback on this article
You are evaluating Refined.
Back to Top