Fees & Tech Rates Tab UI Elements

The Administration > Reference Data > Fees & Tech Rates tab displays information about a OneStrata enterprise's Fee records.

Fees & Tech Rates Tab UI Elements

The Fees & Tech Rates tab contains the following elements:

	Item	Description
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
2	Filters icon	Click the Filters icon to open the filter pane and filter through the list of Fee records,
3	Search bar	Search for a Fee record by name or Fee Record ID.
4	Create Record button	Click to create a new Fee record.
5	Applied Filters bar	Displays any filters that have been applied to the Fees grid. By default, the Status filter is applied, and inactive Fee records are filtered out.
6	Fees Grid	A list of a OneStrata enterprise's Fee records. For more information, see Fees Grid Reference.

Fees Grid Reference

The Fees grid is a list of a OneStrata enterprise's Fee records. By default, inactive Fee records are not displayed on the Fees grid.

The following table contains information about columns in the Fees grid:

Column Name	Description
Status	The status of the Fee record: Active: The Fee record can be viewed and is available (cannot be assigned to a Placement or added to a schedule) Inactive: The Fee record can be viewed, but is not available (cannot be assigned to a Placement or added to a schedule)
ID Fee Record ID	The OneStrata identification number of the Fee record.
Name	The unique name of the Fee record.
Fee Type	Whether the Fee record is assigned to a Placement or added to a schedule: Assigned: The Fee record is assigned to individual Placement lines within a campaign. Central: The Fee record is assigned to the entire media schedule of a campaign.
Media Type	The Media Type that the Fee record can be applied to.
Rate Type	The rate type of the Fee record. Fixed: Percentage of Media: Other (Volume-based):
Vendor Rate	The vendor rate of the Fee record. Depending on the cost type of the Fee record, this value is the Vendor Net Rate or the Vendor Gross Rate.
Cost Type	The cost type of the Fee record: Vendor Gross: The amount that the vendor quotes, before any standard discounts are applied and any taxes are added. Vendor Net: The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added. Allocated Amount: The client budget allocated to the media line within the schedule
Cost Category	The Cost Category of the Fee record.
Agency	The Agency that the Fee record can be applied to. If the Agency column is empty, the Fee record is an enterprise-level Fee record that is applied to all Agencies.
Business Unit	The Business Unit that the Fee record can be applied to. If the Business Unit column is empty, the Fee record is an enterprise-level Fee record that is applied to all Business Units.
Client Group	The specific Client Group(s) that the Fee record can be applied to, if any. If the Fee record is applied to one or more Client Groups, click on the link in the Client Group column to open the Client Rate widget and view client rate details.
Client	The specific Client(s) that the Fee record can be applied to, if any. If the Fee record can be applied to all clients, the Client column displays the All Clients rate of the Fee record. If the Fee record can be applied to one or more specific Clients, click on the link in the Client column to open the Client Rate widget and view client rate details.
Payee	The Payee associated with the Fee record.
Order Partner	The Order Partner associated with the Fee record.
Supplier	The Supplier associated with the Fee record.
Currency	The currency in which the Fee record is applied.
Valid From / Valid To	The date range that the Fee record is valid for.
Last Modified	Which OneStrata user last modified the Fee record, and when.

The Client Rate widget displays rate information about the specific Client Group or Client entities that a Fee record applies to, if any. Users can only see the client rate details for Client and Client Group entities that they have access to.

The following table contains information about columns in the Client Rate widget.

Column Name

Description

Client

The name and system UID (unique ID) of the Client Group or Client.

Valid From

The date from which the Fee record applies to the Client Group or Client.

Rate

The Client Net Rate that applies to the Client Group or Client.

If the margin workflow is enabled, users can create Fee records that have separate Vendor Net Rate and Client Net Rate values.

Content

Space Tools

Table of Contents

Fees & Tech Rates Tab UI Elements