Change the Validity Dates of a Master Data Record

To change the validity dates of a master data record, do the following:

1. Go to the appropriate master data page:
   

   Master Data Entity	Master Data Tab
   Agency	Go to the Admin > Entity Management > Agencies page.
   Business Unit	Go to the Admin > Entity Management > Business Units page.
   Client	Go to the Admin > Entity Management > Clients page.
   Client Group	Go to the Admin > Entity Management > Client Groups page.
   Contract	Go to the Admin > Entity Management > Contracts page.
   Product	Go to the Admin > Entity Management > Products page.
   Product Group	Go to the Admin > Entity Management > Product Groups page.

   
   
   
2. Open the master data record by clicking its name link in the Name / ID column.
   
   
3. If needed, go to the Valid Dates tab of the master data record.
   
   
4. For Valid From and/or Valid To, enter the desired validity date(s).
   
   
5. Click Save.

Manage Client Records

Add a Commission Record to a Client

Commission records can be created generally on the Admin > Reference Data > Commissions tab, or created directly within a Client record.

To create a Commission record directly within a Client, do the following:

1. Go to the Admin > Entity Management > Clients page.
   
   
2. Open the Client record by clicking its name link in the Name / ID column.
   
   
3. By default, the Client record opens on the Details tab. Go to the Commissions tab.
   
   
4. Click Create Commission.
   
   
5. Follow the general steps for creating a Commission record. Keep in mind that when creating a Commission record directly within a Client record, the values of the Agency, Business Unit, Client Group and Client fields are fixed and cannot be edited.

Add a Passback Record to a Client

A Client Passback record defines the decimal percentage of the vendor discount that is passed on to a Client. Only one Client Passback record can be valid for a Client at a time, meaning that if a Client has multiple Passback records, the validity dates of these Client Passback records cannot overlap.

To create a Passback record for a Client, do the following:

1. Go to the Admin > Entity Management > Clients page.
   
   
2. Open the Client record by clicking its name link in the Name / ID column.
   
   
3. By default, the Client record opens on the Details tab. Go to the Passbacks tab.
   
   
4. Click Create a New Passback Period to open the Create Record widget.
   
   
5. On the Create Record widget:
   

   Section	Field Name	Description
   Passback Record Applicable Dates	Valid From	Select the start date of the Client Passback record's validity period. By default, the valid-from date is the date of the record's creation.
   	Optional Valid To	Optional: Select the end date of the Client Passback record's validity period.
   Default Client Passback	Passback	Enter the default Client Passback Percentage of the Client. The Client Passback Percentage is used to calculate the Client Discount Percentage, which in turn is used to calculate the Client Discount Cost of the Cost Lines in campaigns for the Client. If the Client Passback record does not have any custom passbacks, the default Client Passback Percentage is always used. If the Client Passback record has a custom passback defined at the Media Type or cost category level, the more specific Client Passback Percentage is used when applicable. Otherwise, the default Client Passback Percentage is used.
   Media Level Passbacks	Read-only Media Type	The name of the Media Type(s) associated with a custom passback percentage.
   	Optional Media Passbacks	Optional: Add a custom passback percentage to a Media Type. If a Client Passback record has a Media Type-level custom passback percentage, this percentage is used to calculate the client discount on Cost Lines in campaigns with the same Media Type. To add a custom passback percentage to a Media Type, do the following: In the Media dropdown, select a Media Type. Click Add. In the same row as the newly added Media Type, click Edit to open the Media & Cost Category Passbacks widget. In the Media & Cost Category Passbacks widget, for Default Media Passback, enter the desired percentage. Click Save.
   	Optional Cost Category Passbacks	Optional: Add a custom passback percentage to a Media Type, at the cost category level. If a Client Passback record has a cost category-level custom passback percentage, this percentage is used to calculate the client discount on Cost Lines with the same cost category, in campaigns with the same Media Type. To add a custom passback percentage to a Media Type and cost category, do the following: In the Media dropdown, select a Media Type. Click Add. In the same row as the newly added Media Type, click Edit to open the Media & Cost Category Passbacks widget. In the Media & Cost Category Passbacks widget, for Default Media Passback, enter the default Media Type-level percentage. In the Allow column, select the checkbox of the desired cost category. For Custom Passback, enter the desired cost category-level percentage. Click Save.

   
   
   
6. Click Create.

Assign a Client Tax Category to a Client

To assign a client tax category to a Client, do the following:

1. Go to the Admin > Entity Management > Clients page.
   
   
2. Open the Client record by clicking its name link in the Name / ID column.
   
   
3. By default, the Client record opens on the Details tab. Go to the Taxes tab.
   
   
4. On the Taxes tab, enter the following information:
   

   Field Name	Description
   Client Tax Category	Select the desired client tax category.
   External ID	Enter an identifying code for the client tax category.
   Optional Valid From	Optional: Select the date from which the Client is part of the client tax category. Otherwise, by default the Client is permanently part of the client tax category.
   Optional Valid To	Optional: Select the date until which the Client is part of the client tax category. Otherwise, by default the Client is permanently part of the client tax category.

   
   
   
5. Click Save.

Manage Order Partner Records

Add an Email Domain to an Order Partner

When an order is sent to a in-system Order Partner, the contact assigned to the order receives an email notification that there is a new order in Vendor Inbox that they should take action on. Or, if the contact does not have a Vendor Inbox account yet, they receive an email inviting them to create a Vendor Inbox account.

In order for the Order Partner contact to receive such emails, their email domain must be first added to the Order Partner record

To add an email domain to an Order Partner record, do the following:

1. Go to the Admin > Entity Management > Order Partners page.
   
   
2. Open the Order Partner record by clicking its name link in the Name / ID column,
   
   
3. In the Order Partner record, go to the Email Domains tab.
   
   
4. On the Email Domains tab:
   
   
   1. For Email Domains, enter the desired email domain, making sure to start the domain with the @ symbol.
      
      
   2. Click the Add button.
      
      
5. Click Save.

Manage Payee Records

 Assign a Vendor Tax Category to a Payee

To assign a vendor tax category to a Payee, do the following:

1. Go to the Admin > Entity Management > Payees page.
   
   
2. Open the Payee record by clicking its name link in the Name / ID column.
   
   
3. By default, the Payee record opens on the Details tab. Go to the Taxes tab.
   
   
4. On the Taxes tab, enter the following information:
   

   Field Name	Description
   Vendor Tax Category	Select the desired vendor tax category.
   External ID	Enter an identifying code for the vendor tax category.
   Valid From	Optional: Select the date from which the Payee is part of the vendor tax category. Otherwise, by default the Payee is permanently part of the vendor tax category.
   Valid To	Optional: Select the date until which the Payee is part of the vendor tax category. Otherwise, by default the Payee is permanently part of the vendor tax category.

   
   
   
5. Click Save.