View Fee Records 

The Fees grid, located on the Administration > Reference Data > Fees & Tech Rates tab, is a list of the Fee records within a OneStrata enterprise. By default, only active Fee records are displayed.

View Active Fee Records

To view active Fee records, do the following:

• Navigate to the Administration > Reference Data > Fees & Tech Rates tab.

View Inactive Fee Records

To view inactive Fee records, do the following:

1. Navigate to the Administration > Reference Data > Fees & Tech Rates tab.
   
   
2. In the Applied Filters bar (see Fees & Tech Rates Tab UI Elements, item 5), click the Status filter dropdown.
   
   
3. By default, True (active Fee records) is selected. Select False to display inactive Fee records.

View All Fee Records

To view all Fee records (active and inactive), do the following:

1. Navigate to the Administration > Reference Data > Fees & Tech Rates tab.
   
   
2. In the Applied Filters bar (see Fees & Tech Rates Tab UI Elements, item 5), click the Status filter dropdown.
   
   
3. Click Clear to remove any selected status options.

Open a Fee Record

To open a Fee record, do the following:

1. Navigate to the Administration > Reference Data > Fees & Tech Rates tab.
   
   
2. Optional: If the Fee record is inactive, click the Status filter dropdown. Then, select False in order to display inactive Fee records.
   
   
3. Click the name of the desired Fee record, in the Name column of the Fees Grid.

Copy a Fee Record

Copying a Fee record is a quick way to create a new record that is similar to an existing record, and makes it easier to create individual Fee records for related fees with the same core elements.

To copy a Fee record, do the following:

1. Open the desired Fee record.
   
   
2. At the bottom of the screen, click the Duplicate button. This opens the Create Fee editor.
   
   

3. Change or keep values as desired.

   A Fee record must have a unique combination of the following values, otherwise it cannot be saved:

   • The Name of the record
   • The Valid From date of the record
   • The Rate Type of the record
   • Applicable To details: The Apply at Enterprise level checkbox is selected OR the values of the Agency and Business Unit fields
   • Client Rate details: The values of the Client, Commission, Client Net Rate, and Valid To fields

   Only one of the values listed above needs to be different. For example, two Fee records that have different Agency values can be otherwise completely identical.

4. Choose one of the following options:
   
   
   • Click the Save button: Save the Fee record, close the Create Fee editor, and return to the Fees & Tech Rate tab.
     
     
   • Click the Save And Create Another button: Save the Fee record, immediately copy the newly created Fee record (which is itself a copy), and start the Fee record copying process again.

Deactivate or Reactivate a Fee Record 

Fee records can be active (can be assigned to media buys) or inactive (view-only and cannot be assigned to new media buys). Since inactive Fee records are automatically filtered from the Fees grid, deactivating a Fee record provides a way to streamline the Fees grid and hide old Fee records. If they need to be used again, inactive Fee records can be reactivated.

Deactivate a Fee Record

To deactivate an active Fee record, do the following:

1. Open the desired Fee record.
   
   
2. At the bottom of the screen, click the Deactivate button.

Reactivate a Fee Record

To reactivate an inactive Fee record, do the following:

1. Open the desired Fee record.
   
   
2. At the bottom of the screen, click the Reactivate button.