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Table of Contents

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Overview

OneStrata has a large number of fields and terms related to costs and cost calculations, in order to effectively handle complex pricing scenarios that may involve multiple types of currencies.

  • Cost Methods
  • Currencies
  • Cost Types

Anchor
Cost-Methods
Cost-Methods
Cost Methods

Cost Methods are like pricing models; they define which Schedule Grid fields accept user-inputted values and which formulas are applied to those fields in order to calculate what is paid to the Vendor or billed to the Client. Each top-level line on a Schedule Grid (a Cost Package, a Media Package that is not part of a Cost Package, or a Placement that is not part of a Media or Cost Package) can apply a different Cost Method.

OneStrata has three Cost Method options:

  • Standard Cost Method
  • Margin Cost Method
  • Allocated Cost Method

Depending on Enterprise or Agency settings, the Margin Cost Method and Allocated Cost Method options might not be available.

Cost MethodDescription

Anchor
Standard-Cost-Method
Standard-Cost-Method
Standard Cost Method

Vendor costs and Client costs are connected: Vendor Gross Cost = Client Gross Cost

  • If one set of Vendor or Client costs (a combination of Unit and Rate, Unit and Total Cost, or Rate and Total Cost) are defined, all other Cost Types, like Client Commission or Vendor Discount, can be calculated from that set.

Anchor
Margin-Cost-Method
Margin-Cost-Method
Margin Cost Method

Vendor costs and Client costs are calculated separately: Vendor Net Cost =/= Client Net Cost

  • The difference between the Vendor Net Cost and the Client Net Cost creates a "margin", which is income to the Agency.
  • If one set of Vendor costs are defined, the other Vendor Cost Types can be calculated from that set but the Client Cost Types cannot, and vice versa.
  • Vendor and Client costs are connected by the Margin Percentage value. For example, Vendor Net Cost = Client Net Cost - (Client Net Cost x Margin Percentage) 

Anchor
Allocated-Cost-Method
Allocated-Cost-Method
Allocated Cost Method

Used for when the agency is charging the client a fee, which is a % of the cost of the media plus that allocated fee. So user enters the Allocated amount for the line, applies and allocated fee, then the client net cost of that line = the allocated amount less any of the allocated fees. Then all other costs and rates are calculated form the client net cost using the standard set of formulas

  • Used when the Agency is charging the client a fee that is a % of the cost of the media plus that allocated fee.
  • Add media budget including a Percentage of Media fee into the Allocated Amount (CC).


Anchor
Currencies
Currencies
Currencies

OneStrata provides support for up to three different currencies within a single transaction:

  • Vendor Currency, or VC for short
  • Agency Currency, or AC for short
  • Client Currency, or CC for short

Costs and rates are shown in one or more of these currencies, with VC, AC, or CC appended to indicate which currency type the value is in.

Currency TypeDescriptionOrigin

Anchor
Vendor-Currency
Vendor-Currency
Vendor Currency

VC

Payable Currency



A Shared Block
shared-block-keyVendor-Currency

The currency in which the Agency pays the Vendor. Each cost line in a campaign can be in a different Vendor Currency.


Vendor Currency is defined in the Vendor Contract: Administration > Entity Management > Contracts > (Specific Contract)

A contract may have one or more Vendor Currencies.

Anchor
Agency-Currency
Agency-Currency
Agency Currency

AC

Base Currency

Local Currency


A Shared Block
shared-block-keyAgency-Currency

The currency in which the Agency transacts. All cost lines in a campaign must be in the same Agency Currency.


Agency Currency is defined in the Agency record: Administration > Entity Management > Agencies > (Specific Agency) > Details.

Each Agency has only one Agency Currency.

Anchor
Client-Currency
Client-Currency
Client Currency

CC

Billing Currency


A Shared Block
shared-block-keyClient-Currency

The currency in which the Agency bills the Client. All cost lines in a campaign must be in the same Client Currency.


Client Currency is defined in the Client record: Administration > Entity Management > Clients > (Specific Client) > Details.

Each Client has only one Client Currency.


Anchor
Cost-Types
Cost-Types
Cost Types

In OneStrata, Cost Types—fields related to calculating costs—are broadly grouped into three types:

  • Client costs
  • Vendor costs
  • Other costs

When a Cost Type is displayed or used, it specifies which Currency Type the Cost Type is in. For example, Vendor Net Cost (VC) or Vendor Net Cost (CC). 

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Cost Type GroupCost TypeDescriptionOriginCalculation (Cost Model Standard With 1 Tax)
Client

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Client-Commission
Client-Commission
Client Commission


A Shared Block
shared-block-keyClient-Commission

The amount of commission that the Agency charges the Client.


CalculatedClient Commission = Client Commission Percentage x Client Commission Basis
Client

Anchor
Client-Commission-Percentage
Client-Commission-Percentage
Client Commission Percentage

Client Commission Rule

Client Commission %

Commission Percent



A Shared Block
shared-block-keyClient-Commission-Percentage

The percentage of commission that the Agency charges the Client.


Defined in Administration > Entity Management > Client >(Specific Client) > Commission

N/A
Client

Anchor
Client-Commission-Basis
Client-Commission-Basis
Client Commission Basis

Commission Basis

Basis


A Shared Block
shared-block-keyClient-Commission-Basis

The Cost Type that the Client Commission Percentage is applied to:

  • Client Gross Cost: 
    Include A Shared Block Inline
    shared-block-keyClient-Gross-Cost
    pageCosts and Calculations
  • Client Net Cost:
    Include A Shared Block Inline
    shared-block-keyClient-Net-Cost
    pageCosts and Calculations


Defined in Administration > Entity Management > Client >(Specific Client) > CommissionN/A
Client

Anchor
Client-Discount
Client-Discount
Client Discount

Client Passback

The amount of the Vendor Discount that the Agency passes on to the Client.


CalculatedClient Discount = Vendor Discount x Client Passback Percentage
Client

Anchor
Client-Discount-Percentage
Client-Discount-Percentage
Client Discount Percentage

Client Discount Rule

Client Discount %


The percentage of Vendor Net Cost or Vendor Gross Cost that the Agency passes on the Client as a discount.

CalculatedClient Discount Percentage = Vendor Discount Percentage x Client Passback Percentage
Client

Client Gross Cost

Anchor
Client-Gross-Cost
Client-Gross-Cost

Client Gross


A Shared Block
shared-block-keyClient-Gross-Cost

The amount that the Agency quotes the Client, before any discounts are applied.


  • Entered in schedule
  • Calculated

Client Gross = Vendor Gross

Client

Client Net Cost

Anchor
Client-Net-Cost
Client-Net-Cost

Client Net


A Shared Block
shared-block-keyClient-Net-Cost

The amount that the Agency charges the Client for the media purchase(s), after any discounts are applied but before any commission or taxes are added.


  • Entered in schedule
  • Calculated

Client Net = Client Gross - Client Discount


Client

Anchor
Client-Passback-Percentage
Client-Passback-Percentage
Client Passback Percentage

Client Passback Rule

Client Passback %

The percentage of the Vendor Discount that the Agency passes on to the Client.

Defined in

Administration > Entity Management > Client > (Specific Client) > Passbacks		N/A
Client

Anchor
Client-Rate
Client-Rate
Client Rate


A Shared Block
shared-block-keyClient-Rate

The cost per unit that the Agency charges the Client.


  • Entered in schedule
  • Calculated
  • Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Client Rate Details

N/A

Client

Anchor
Client-Tax
Client-Tax
Client Tax

The tax on activity that the Agency charges the Client, not including any commission.Calculated

Depending on Client Tax Rule settings:

  • Client Tax = Client Tax Rule x Vendor Gross
  • Client Tax = Client Tax Rule x Vendor Net
  • Client Tax = Client Tax Rule x Client Gross
  • Client Tax = Client Tax Rule x Client Net
Client

Anchor
Client-Tax-on-Commission
Client-Tax-on-Commission
Client Tax on Commission


A Shared Block
shared-block-keyClient-Tax-on-Commission

The tax on commission that the Agency charges the Client.


CalculatedClient Tax on Commission = Client Tax Rule x Client Commission
Client

Client Total Cost

Anchor
Client-Total-Cost
Client-Total-Cost

Client Total


A Shared Block
shared-block-keyClient-Total-Cost

The amount that the Agency charges the Client, after any discounts are applied and commission is added, but before any taxes are added.


  • Entered in schedule
  • Calculated
Client Total = Client Net + Client Commission
Client

Client Total Cost with Tax

Anchor
Client-Total-Cost-with-Tax
Client-Total-Cost-with-Tax

Client Total with Tax


A Shared Block
shared-block-keyClient-Total-Cost-with-Tax

The amount that the Agency charges the Client, after any discounts are applied and after any commission or taxes are added.


CalculatedClient Total Cost with Tax = Client Total + Client Tax on Cost + Client Tax on Commission
Vendor

Anchor
Vendor-Discount-Percentage
Vendor-Discount-Percentage
Vendor Discount Percentage

Vendor Discount Rule

Vendor Discount %

The percentage of Vendor Net Cost or Vendor Gross Cost that the Vendor gives to the Agency as a discount.

Defined in Administration > Entity Management > Contracts > (Specific Contract)N/A
Vendor

Anchor
Vendor-Discount
Vendor-Discount
Vendor Discount

Vendor Discount Cost


A Shared Block
shared-block-keyVendor-Discount

The amount of the discount that the Vendor gives to the Agency.


Calculated

Depending on the Vendor contract:

  • Vendor Discount = Vendor Net x  (1 / (1 - Vendor Discount Percentage) - 1)
  • Vendor Discount = Vendor Gross x Vendor Discount Percentage
Vendor

Anchor
Vendor-Gross-Cost
Vendor-Gross-Cost
Vendor Gross Cost

Vendor Gross


A Shared Block
shared-block-keyVendor-Gross-Cost

The amount that the Vendor quotes the Agency, before any standard discounts are applied and any taxes are added.


  • Entered in schedule
  • Calculated
Vendor Gross = Vendor Net  + Vendor Discount 
Vendor

Vendor Net Cost

Anchor
Vendor-Net-Cost
Vendor-Net-Cost

Vendor Net


A Shared Block
shared-block-keyVendor-Net-Cost

The amount that the Vendor charges the Agency for the media purchase(s), after any discounts are applied but before any taxes are added.


  • Entered in schedule
  • Calculated
Vendor Net = Vendor Gross - Vendor Discount
Vendor

Anchor
Vendor-Rate
Vendor-Rate
Vendor Rate



A Shared Block
shared-block-keyVendor-Rate

The cost per unit that the Vendor charges the Agency.


  • Entered in schedule
  • Calculated
  • Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Vendor Rate Details

N/A

Vendor

Anchor
Vendor-Tax-Cost
Vendor-Tax-Cost
Vendor Tax Cost

Vendor Tax


A Shared Block
shared-block-keyVendor-Tax-Cost

The tax on activity that the Vendor charges the Agency.


Calculated

Depending on Vendor Tax Rule settings:

  • Vendor Tax = Vendor Net x Vendor Tax Percentage
  • Vendor Tax = Vendor Gross x Vendor Tax Percentage
Vendor

Anchor
Vendor-Total-Cost
Vendor-Total-Cost
Vendor Total Cost

Vendor Total


A Shared Block
shared-block-keyVendor-Total-Cost

The amount that the Vendor charges the Agency, after any discounts are applied but before any taxes are added.




Other

Margin Percentage

Anchor
Margin-Percentage
Margin-Percentage

Margin Rule

Margin %


A Shared Block
shared-block-keyMargin-Percentage

The difference between Vendor Net Cost (the amount that the Agency pays the Vendor) and Client Net Cost (the amount that the Agency charges the Client) that the Agency keeps as income.


  • Entered in schedule
  • Calculated
Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost
Other

Anchor
Allocated-Amount
Allocated-Amount
Allocated Amount


A Shared Block
shared-block-keyAllocated-Amount

The client budget allocated to the media line within the schedule


Entered in schedule

N/A

Other

Anchor
Allocated-Fee-Cost
Allocated-Fee-Cost
Allocated Fee Cost


A Shared Block
shared-block-keyAllocated-Fee-Cost

Client Net Cost of any fees applied to the line, where the fee is a percentage of the Allocated Amount


Calculated