Before Beginning

This section contains information that is important to know before creating a master data record.

Create an Agency

To create an Agency record, do the following:

1. Go to the Administration > Entity Management > Agencies page.
   
   
2. Click the Create Agency button to open the Create Agency widget.
   
   
3. On the Create Agency widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Agency.
   	Code	Enter an identifying code for the Agency.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Agency's name.
   	Optional Official Name	Optional: Enter the official, legal name of the Agency.
   	Optional Local Name	Optional: Enter a localized name for the Agency.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Agency's logo.
   	Valid From	Select the start date of the Agency record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Agency record's validity period.
   Financial	Optional Payment Term	Optional: Enter the default payment terms of the Agency.
   	Agency Currency	Select the currency in which the Agency transacts.
   Address	Optional Legal	Optional: Add the legal address of the Agency by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the legal address of the Agency. Click Save.
   Additional Details	External ID	Enter an external identifier for the Agency.
   	Optional Parent Agency	Optional: If this Agency should be part of an existing Agency, select the parent Agency.

   
   
   
4. Click Create.

Create a Business Unit

To create a Business Unit record, do the following:

1. Go to the Administration > Entity Management > Business Units page.
   
   
2. Click the Create Business Unit button to open the Create Business Unit widget.
   
   
3. On the Create Business Unit widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Business Unit.
   	Code	Enter an identifying code for the Business Unit.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Business Unit's name.
   	Optional Official Name	Optional: Enter the official, legal name of the Business Unit.
   	Optional Local Name	Optional: Enter a localized name for the Business Unit.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Business Unit's logo.
   	Valid From	Select the start date of the Business Unit record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Business Unit record's validity period.
   Financial	Optional Financial Reporting Code	Enter a billing or reporting code for the Business Unit.
   	Optional Payment Term	Optional: Enter the default payment terms of the Business Unit.
   	Optional Legal Entity	Optional: Enter the official, legal name of the Business Unit.
   Address	Optional Legal	Optional: Add the legal address of the Business Unit by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the legal address of the Business Unit. Click Save.
   Additional Details	External ID	Enter an external identifier for the Business Unit.
   	Agency	Select the Agency that this Business Unit belongs to.

   
   
   
4. Click Create.

Create a Client Group

To create a Client Group record, do the following:

1. Go to the Administration > Entity Management > Client Groups page.
   
   
2. Click the Create Client Group button to open the Create Client Group widget.
   
   
3. On the Create Client Group widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Client Group.
   	Code	Enter an identifying code for the Client Group.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Client Group's name.
   	Optional Official Name	Optional: Enter the official, legal name of the Client Group.
   	Optional Local Name	Optional: Enter a localized name for the Client Group.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Client Group's logo.
   	Valid From	Select the start date of the Client Group record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Client Group record's validity period.
   	Optional Industry	Optional: Enter the industry of the Client Group.
   Financial	Optional Payment Term	Optional: Enter the default payment terms of the Client Group.
   Address	Optional Billing	Optional: Add the billing address of the Client Group by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Client Group. Click Save.
   Additional Details	External ID	Enter an external identifier for the Client Group.
   	Business Unit	Select the Business Unit that this Client Group belongs to.

   
   
   
4. Click Create.

Create a Client

To create a Client record, do the following:

1. Go to the Administration > Entity Management > Clients page.
   
   
2. Click the Create Client button to open the Create Client widget.
   
   
3. On the Create Client widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Client.
   	Code	Enter an identifying code for the Client.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Client's name.
   	Optional Short Code	Optional: Enter a shortened or alternation version of the Client's code.
   	Optional Official Name	Optional: Enter the official, legal name of the Client.
   	Optional Local Name	Optional: Enter a localized name for the Client.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Client's logo.
   	Valid From	Select the start date of the Client record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Client record's validity period.
   	Optional Industry	Optional: Enter the industry that the Client is in.
   	Optional Client Category	Optional: Enter the category of the Client.
   	Optional Company Registration Number	Optional: Enter the business registration number of the Client.
   Financial	Currency Code Client Currency	Select the currency that the Client transacts in.
   	Optional Tax Registration Number	Optional: Enter the tax registration number of the Client.
   	Optional Payment Term	Optional: Enter the default payment terms of the Client.
   	Optional ERP Interface System	Optional: Enter the name of the ERP (enterprise resource planning) system of this Client.
   	Optional ERP Code	Optional: Enter a code or phrase that represents the ERP system of this Client.
   Address	Optional Billing	Optional: Add the billing address of the Client by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Client. Click Save.
   	Optional Legal	Optional: Add the legal address of the Client by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the legal address of the Client. Click Save.
   Additional Details	External ID	Enter an external identifier for the Client.
   	Agency	Select the Agency that this Client belongs to.
   	Business Unit	Select the Business Unit that this Client belongs to.
   	Optional Client Group	Optional: Select a Client Group to add this Client to.

   
   
   
4. Click Create.

Create a Product Group

To create a Product Group record, do the following:

1. Go to the Administration > Entity Management > Product Groups page.
   
   
2. Click the Create Product Group button to open the Create Product Group widget.
   
   
3. On the Create Product Group widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Product Group.
   	Code	Enter an identifying code for the Product Group.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Product Group's name.
   	Optional Official Name	Optional: Enter the official, legal name of the Product Group.
   	Optional Local Name	Optional: Enter a localized name for the Product Group.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Product Group's logo.
   	Valid From	Select the start date of the Product Group record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Product Group record's validity period.
   Address	Optional Billing	Optional: Add the billing address of the Product Group by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Product Group. Click Save.
   Additional Details	External ID	Enter an external identifier for the Product Group.
   	Client	Select the Client that this Product Group belongs to.

   
   
   
4. Click Create.

Create a Product

To create a Product record, do the following:

1. Go to the Administration > Entity Management > Products page.
   
   
2. Click the Create Product button to open the Create Product widget.
   
   
3. On the Create Product widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Product.
   	Code	Enter an identifying code for the Product.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Product's name.
   	Optional Short Code	Optional: Enter a shortened or alternation version of the Product's code.
   	Optional Official Name	Optional: Enter the official, legal name of the Product.
   	Optional Local Name	Optional: Enter a localized name for the Product.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Product's logo.
   	Valid From	Select the start date of the Product record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Product record's validity period.
   Address	Optional Billing	Optional: Add the billing address of the Product by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Product. Click Save.
   Additional Details	External ID	Enter an external identifier for the Product.
   	Business Unit	Select the Business Unit that this Product belongs to.
   	Client	Select the Client that this Product belongs to.
   	Optional Product Group	Optional: Select a Product Group to add this Product to.

   
   
   
4. Click Create.

Create a Payee

To create a Payee record, do the following:

1. Go to the Administration > Entity Management > Payees page.
   
   
2. Click the Create Payee button to open the Create Payee widget.
   
   
3. On the Create Payee widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Payee.
   	Optional Local Name	Optional: Enter a localized name for the Payee.
   	Optional Code	Optional: Enter an identifying code for the Payee.
   	Optional Legal Name	Optional: Enter the official, legal name of the Payee.
   	Optional Company Registration Number	Optional: Enter the business registration number of the Payee.
   	Optional Group	Optional: Enter the group of the Payee.
   	Optional Category	Optional: Enter the category of the Payee.
   	Optional Notes	Optional: Enter additional information about the Payee.
   Address	Optional Billing	Optional: Add the billing address of the Payee by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Payee. Click Save.
   Additional Details	External ID	Enter an external identifier for the Payee.

   
   
   
4. Click Create.

Create an Order Partner

To create an Order Partner record, do the following:

1. Go to the Administration > Entity Management > Order Partners page.
   
   
2. Click the Create Order Partner button to open the Create Order Partner widget.
   
   
3. On the Create Partner widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Order Partner.
   	Optional Local Name	Optional: Enter a nickname for the Order Partner.
   	Optional Code	Optional: Enter an identifying code for the Order Partner.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Order Partner's logo. If the Include Logo setting in the Order Details template is selected, this URL is used to source the Order Partner logo that is displayed on the Order Details and Vendor Order Details pages.
   	Optional Market	Optional: Enter a market for the Order Partner.
   Address	Optional Billing	Optional: Add the billing address of the Order Partner. To add a billing address, do the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the billing address of the Order Partner. Click Save.
   Contact	Optional Contact	Optional: Add a contact to the Order Partner record. To add a contact, do the following: Click + Add Contact to open the Add Contact widget. In the Add Contact widget: Enter the information of the contact, including name and email. Click Save.
   Additional Details	Order Approval Confirmation Setting	Select how the Order Partner receives and confirms orders: Agency Auto Confirmation: The Order Partner confirms orders automatically. In System Vendor Confirmation: The Order Partner confirms orders within Vendor Inbox. When creating an In-System Order Partner, additional steps are required to enable access to Vendor Inbox. For more information, see Add an Email Domain to an Order Partner Record. External Confirmation: The Order Partner confirms orders externally.
   	Optional (For In-System Order Partners only) Internal Seller Workflow The Internal Seller Workflow checkbox is only available if: The Order Approval Confirmation Setting value is In System Vendor Confirmation; and The Internal Seller workflow is enabled.	Optional: For an in-system Order Partner, create an Internal Seller Order Partner by selecting the Internal Seller Workflow checkbox. Orders that are sent to an Internal Seller Order Partner are confirmed in Vendor Inbox by an internal OneStrata seller user, instead of by a third-party vendor. This enables an internal trade desk-like configuration.
   	External ID	Enter an external identifier for the Order Partner.

   
   
   
4. Click Create.

Create a Supplier

To create a Supplier record, do the following:

1. Go to the Administration > Entity Management > Suppliers page.
   
   
2. Click the Create Supplier button to open the Create Supplier widget.
   
   
3. On the Create Supplier widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Supplier.
   	Optional Short Name	Optional: Enter a shortened or alternate version of the Supplier's name.
   	Optional Local Name	Optional: Enter a localized name for the Supplier.
   	Optional Logo URL	Optional: Enter a URL to a page that hosts the Supplier's logo.
   	Optional Media Owner	For future use.
   	Type	Select whether the Supplier is a media Supplier or a non-media Supplier. Media Suppliers can only be assigned to media Cost Lines and non-media Suppliers can only be assigned to non-media Cost Lines.
   	Optional Notes	Optional: Enter additional information about the Supplier.
   Media	Media	Add at least one Media Type to the Supplier.  A Supplier can only be assigned to Cost Lines in campaigns that have a Media Type that the Supplier supports. To add a Media Type, do the following: In the Media dropdown, select a Media Type. Click Add.
   	Read-only UI Name	The name of the added Media Type.
   	External ID	Enter an external identifier for the Media Type.
   	Optional Code	Optional: Enter an identifying code for the Media Type.
   	Optional Cost Categories	Optional: Select one or more cost categories to add to the Supplier. Only cost categories for the selected Media Type are displayed. If no specific cost categories are manually selected, all cost categories are added. A Supplier can only be assigned to Cost Lines that have a cost category that the Supplier supports.
   Address	Optional Legal	Optional: Add the legal address of the Supplier by doing the following: Click + Add Address to open the Add Address widget. In the Add Address widget: Enter the legal address of the Supplier. Click Save.

   
   
   
4. Click Create.

Create a Contract

To create a Contract record, do the following:

1. Go to the Administration > Entity Management > Contracts page.
   
   
2. Click the Create Contract button to open the Create Contract widget.
   
   
3. On the Create Contract widget, enter the following information:
   

   Section	Field Name The value of any fields with a red background cannot be changed after the record is created.	Action
   General	Name	Enter the name of the Contract.
   	Valid From	Select the start date of the Contract record's validity period. By default, the valid-from date is the date of the record's creation. For more information, see Validity Dates.
   	Optional Valid To	Optional: Select the end date of the Contract record's validity period.
   	External ID	Enter an external identifier for the Contract.
   Currencies	Default Currency	Select the default Vendor Currency of the Contract. When a Contract is applied to a Cost Line, the Vendor Currency of the Cost Line is automatically set as the default currency of the Contract, but can be changed if other currencies have been added to the Contract.
   	Optional Other Currencies	Optional: Add one or more other currencies to the Contract. For more information, see Default Currency above.
   Entity Access	All entities within <enterprise_name>	Select whether or not the Contract exists at the enterprise level: All entities within <enterprise_name>: The Contract can be applied to Cost Lines in any campaign. Select specific entities: The Contract can only be applied to Cost Lines in campaigns for specific Agencies and/or Business Units.
   	Select specific entities
   Vendor Hierarchy	Payee	Select the Payee of the Contract.
   	Order Partners	Select one or more Order Partners to add to the Contract.
   	Suppliers	Select one or more Suppliers to add to the Contract.
   	Optional Custom Supplier Valid Dates	Optional: Add custom validity period dates to a Supplier. By default, the Supplier's validity period is defined by the Contract's validity period. However, a Supplier can be given custom validity period dates, as long as those dates are within the Contract's validity period. A Supplier can only be assigned to Cost Lines that start and end within the Supplier's validity period. To add custom validity period dates to a Supplier, do the following: In the Suppliers dropdown, select the Supplier. Click Add. In the top field, select the desired valid-to date. In the bottom field, select the desired valid-from date.
   Media Types & Discounts This section displays the Media Types of the selected Supplier(s).	Read-only Media Type	The name of the Media Type.
   	Default Discount	Enter the default Vendor Discount Percentage, for the specified Media Type. When a Contract is applied to a Cost Line, the Vendor Discount Cost of the Cost Line is determined by applying the Vendor Discount Percentage of the Contract (for the Media Type of the campaign that the Cost Line is in) to the Vendor Gross Cost of the Cost Line. Vendor Discount Cost = Vendor Gross Cost * Vendor Discount Percentage If the Contract does not have any custom discounts, the default Vendor Discount Percentage is always used. If the Contract has a custom discount defined at the cost category level, the more specific Vendor Discount Percentage is used when applicable. Otherwise, the default Vendor Discount Percentage is used.  To add a default Vendor Discount Percentage to a Media Type, do the following: For the desired Media Type, click Edit to open the Media Type Discounts widget. In the Media Type Discounts widget, for Default Discount, enter the desired percentage. Click Save Changes.
   	Optional Custom Discounts	Optional: Add one or more custom Vendor Discount Percentages to the specified Media Type, at the cost category level. To add a custom Vendor Discount Percentage to a Media Type and cost category, do the following: For the desired Media Type, click Edit to open the Media Type Discounts widget. In the Media Type Discounts widget, in the Allow column, select the checkbox of the desired cost category. For Custom Discount, enter the desired percentage. Click Save Changes.
   	Optional Payment Terms	Optional: Enter the default payment terms of the Contract, for the specified Media Type.

   
   
   
4. Click Create.