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Overview

A Fee record defines important information about a fee or tech rate, like how the record is added to a media schedule (its fee type) and how it's calculated (its rate type).

Before Beginning

Note

This section contains some information that is important to know before creating a Fee record.

Fee records must be unique; for more information, see Fee Record Uniqueness Requirements.

Once a Fee record is created, the following values cannot be changed:

  • The fee type of the record
  • The media type of the record
  • The valid-from date of the record
  • What entity level the record is valid for (enterprise-level, Agency-level, or Business Unit-level)
  • The vendor contract of the record (the Supplier Type, Payee, Order Partner, Supplier, and Currency values)
  • The vendor rate details of the record (the Cost Type and Rate Type values)

Create a Fee Record

When creating a Fee record, there are six main steps:

  1. Start the Fee record creation process.
  2. Enter general information.
  3. Enter vendor-specific information.
  4. Optional: Assign a Default Technology Assignment Provider (for Assigned Fees only).
  5. Enter client-specific information.
  6. Finish the Fee record creation process.

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Start-Fee-Record-Creation
Start-Fee-Record-Creation
Start the Fee Record Creation Process

To start the Fee record creation process, do the following:

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

  2. Click the Create Fee button to open the Create Fee widget.

Anchor
Enter-General-Details
Enter-General-Details
Enter General Details

In the General section of the Create Fee widget:

Start the Fee Record Creation Process

Image Removed

On the Fees & Tech Rates tab (Administration > Reference Data > Fees & Tech Rates), click the purple Create Record button. 

Add General Details

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In the General section, specify the following information:

For Name, enter a unique name of the Fee record.
For Fee Type, select how the Fee record will be added to a schedule:
  • Assigned: 
    Include A Shared Block Inline
    shared-block-keyAssigned-Fee
    pageAbout Reference Data
    • Central:
    Include A Shared Block Inline
    shared-block-keyCentral-Fee
    pageAbout Reference Data
    For the Editable in Schedule toggle, choose the appropriate action:
    If Fee Type is Assigned, the Editable in Schedule toggle is inactive — continue to the next step.
    If Fee Type is Central, the Editable in Schedule toggle is active. Select one of the following options:
    The Editable in Schedule

    Field Name

    The value of any fields with a red background cannot be changed after the Fee record is created.

    		Description
    Name

    Enter a name for the Fee record.

    Fee Type

    Select the type of the Fee record:

    Editable in Schedule

    Info

    The Editable in Schedule toggle is only available for Central Fee records.

    For a Central Fee record, turn the Editable in Schedule toggle on or off:

    • If the Editable in Schedule 
    • toggle is on: Any Central Fee
    cost
    • lines created from the Fee record can be edited within the
    media schedule
    The
    • Schedule grid.

    • The Editable in Schedule
    toggle
    •  toggle is off: Any Central Fee
    cost
    • lines created from the Fee record cannot be edited within the
    media schedule
    • Schedule grid.
    For
    Media Type
    , select
    Select the Media Type
    that
    of the Fee record
    applies to
    .
    For
    Valid From
    , select the start

    Select the valid-from date of the Fee record

    .
    Optional: For Valid To, select the end

    . This date can be earlier than the date that the Fee record is created.

    The valid-from date of a Fee record restricts which campaigns the Fee record can be applied to:

    • A Fee record can only be applied to a campaign if at least one client rate within the Fee record is valid for the campaign.

    • A client rate is valid if the dates of the client rate overlap the dates of the campaign by at least one day.

    • The valid-from date of a client rate within a Fee record can be no earlier than the valid-from date of the Fee record.

    • For more information, see Client Rate Availability.

    Optional

    Valid To

    Optional: Select the valid-to date of the Fee record.

    Optional: For Apply at Enterprise level, click to make the Fee record available to the entire Enterprise. Otherwise, the Fee record is only available to the Agency and Business Unit specified in the Agency and Business Unit fields

    The valid-to date of a Fee record restricts which campaigns the Fee record can be applied to:

    • A Fee record can only be applied to a campaign if at least one client rate within the Fee record is valid for the campaign.

    • A client rate is valid if the dates of the client rate overlap the dates of the campaign by at least one day.

    • The (optional) valid-to date of a client rate within a Fee record can be no later than the valid-to date of the Fee record, if any.

    • For more information, see Client Rate Availability.

    Applicable To Details

    Apply at Enterprise Level

    or

    Agency

    Business Unit

    Select whether the Fee record can be applied to campaigns for any client, or only to campaigns for clients that belong to a specific Business Unit.

    To create an enterprise-level Fee record (a Fee that can be applied to campaigns for any client), do the following:

    • Select the Apply at Enterprise level checkbox.

      If this checkbox is not visible, the user
    's account
    • does not have the permissions to create
    Enterprise
    • enterprise-level Fee records.

    To create a Fee record that can only be applied to campaigns for clients that belong to a specific Business Unit, do the following:

    1. Do not select the Apply at Enterprise level checkbox.

    2. For Agency, select the
    Agency that the Fee record applies to
    1. desired Agency entity.

    2. For Business Unit, select the desired Business Unit
    that the Fee record applies to.
    1. entity.

    Supplier Type

    Select whether the Fee record has a Media Supplier or a Non-Media Supplier.

    The Supplier Type field restricts the selectable vendor contract entities (the Payee, Order Partner, and Supplier entities):

    • Media: The Payee, Order Partner, and Supplier dropdown fields only display vendor contract entities that meet the following conditions:

      • The Payee, Order Partner, or Supplier is part of an existing Contract entity; and

      • That Contract contains at least one Media supplier.

    • Non-Media: The Payee, Order Partner, and Supplier dropdown fields only display vendor contract entities that meet the following conditions:

      • The Payee, Order Partner, or Supplier is part of an existing Contract entity; and

      • That Contract contains at least one Non-Media supplier.

    Vendor Contract Details

    Payee

    Order Partner

    Supplier

    Currency

    Select the Payee, Order Partner, Supplier, and Currency of the Fee record.

    The possible selections are automatically limited to valid combinations of Payees, Order Partners, Suppliers and Currencies (as determined by the existing Contract entities), starting with Payee:

    1. For Payee, select the desired Payee entity
    For Payee, select the Payee of the Fee record
    1. .

    2. For Order Partner, select the desired Order Partner
    of the Fee record
    1. entity.

    2. For Supplier, select the desired Supplier
    of the Fee record
    1. entity.

    2. For Currency, select the desired currency
    in which the Fee record is transacted.

    Add Vendor Rate Details

    1. .

    Anchor
    Enter-Vendor-Rate-Details
    Enter-Vendor-Rate-Details
    Enter Vendor Rate Details

    Image Removed

    In the Vendor Rate Details section , specify the following information:

    For Cost Type. select the Cost Type

    of the Create Fee widget:

    Field Name

    The value of any fields with a red background cannot be changed after the Fee record is created.

    		Description
    Cost Type

    Depending on the previously selected Fee Type value, select the cost type of the Fee record:

    Vendor Gross: 
    Include A Shared Block Inline
    shared-block-keyVendor-Gross-Cost
    pageCosts and Calculations
    Vendor Net:
    Include A Shared Block Inline
    shared-block-keyVendor-Net-Cost
    pageCosts and Calculations
    Allocated Amount:
    Include A Shared Block Inline
    shared-block-keyAllocated-Amount
    pageCosts and Calculations
    For Rate Type. select how the Fee record is calculated. The Rate Type options depend on the previously selected Fee Type value:
    Rate Type

    Depending on the previously selected Fee Type value, select the rate type of the Fee record (how the Fee record is calculated):

    • For a Central Fee record, the only possible rate type is Fixed.

    • For an Assigned Fee record, the rate type options
    If Fee Type is Central, the only Rate Type option is Fixed:
    Include A Shared Block Inline
    shared-block-keyFixed-Rate-Type
    pageAbout Reference Data
    If Fee Type is Assigned, the Rate Type options
    :
    Include A Shared Block Inline
    shared-block-keyPercentage-of-Media-Rate-Type
    pageAbout Reference Data
    Other (Volume-based):
    Include A Shared Block Inline
    shared-block-keyVolume-based-Rate-Type
    pageAbout Reference Data

    Cost Category

    Select the Cost Category 

    For Cost Category, select the Cost Category

    of the Fee record.

    The Cost Category

     

    The available cost category options depend on the

    value of the

    previously selected Supplier and Media Type

    field

    values.

    For Rate
    Rate

    Depending on the previously selected Rate Type value, choose the appropriate action:

    If
    • If Rate Type
    is
    •  is Fixed,
    enter
    • enter the fixed amount of the fee.
    For example, if the fee is $5,000, enter 5,000.
    If Rate Type is


    • If Rate Type is Percentage of Media, enter the percentage of
    the fee as a decimal. For example, if
    • the fee
    is 1%, enter 0
    • .
    01.

    If

    • If Rate Type
    is
    •  is volume-based, enter the per-unit cost of
    the fee. For example, if
    • the fee
    is $0.30 per unit, enter 0
    • .
    30.

    Optional

    : For Buffer, choose the appropriate action:
    If Rate Type is Fixed, the Buffer field does not apply — continue to the next step.
    If Rate Type is Percentage of Media, the Buffer field does not apply — continue to the next step.
  • If Rate Type is volume-based, enter a buffer value as percentage. For example, if the buffer is 10%, enter 10. The buffer is added to the number of units specified on the Placement that the fee is assigned to, before the fee is calculated.

    • Buffer

    Info

    The Buffer field is only available for Assigned Fee records with a volume-based rate type.

    Optional: For an Assigned Fee record with a volume-based rate type, enter the buffer percentage.

    The buffer percentage is used when calculating the cost of the fee. For more information, see Volume-Based Rate Type.

    Anchor
    Assign-Default-Technology-Provider
    Assign-Default-Technology-Provider
    Optional: Assign a Default Technology Provider

    Note

    The Default Technology Assignment section is only available for Assigned Fee records.

    If an Assigned Fee record assigns a default technology provider, when the Fee record is applied to a Placement line, the default provider is automatically added to the Technology Assignments column of that Placement.

    (Optional) In the Default Technology Assignment section of the Create Fee widget:

    Field Name

    		Description
    Provider

    Select the default provider.

    Service Type

    Select the default service type.

    Default External Placement

    Select the default external placement type.

    Anchor
    Enter-Client-Rate-Details
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    Enter Client Rate Details

    A Fee record must have at least one client rate. For more information, see Client Rate Availability.

    In the Client Rate Details section of the Create Fee widget:

    Field Name

    		Description
    Client

    Click Add Value and select the client of the client rate:

    • All Clients: The client rate can be applied to campaigns for all clients.

    • A specific Client Group: The client rate can only be applied to campaigns for clients that part of the specified Client Group entity.

    • A specific Client: The client rate can only be applied to campaigns for the specified Client entity.

    Commission

    Select the commission option of the client rate

    Optional: Add Technology Assignment Details

    Info

    The values in the Default Technology Assignment section only apply to Assigned Fee records. If the Fee Type of the Fee record is Central, continue to the next step.

    Image Removed

    If the Fee Record defines a Default Technology Assignment Provider, its information will be automatically added to the Technology Assignments column in the media schedule whenever the Fee record is applied to a Placement.

    To define a Default Technology Assignment Provider, specify the following information in the Default Technology Assignment section:

    For Provider, select the default provider of the technology assignment.
    For Service Type, select the default service type of the technology assignment.

  • For Default External Placement, select the default external placement of the technology assignment.

    • Add Client Rate Details

    Image Removed

    To add a Client to the Fee record, specify the following information in the Client Rate Details section:

    Click Add Value and select a Client.
    For Commission, select a commission type

    :

    • None: When the Fee record is applied (assigned to a
    media line on the Schedule Grid
    • specific Placement as an Assigned fee or added to the schedule as a Central fee), no commission is added to the fee, even if there is one or more Commission rules that would normally be applied.

    • Default:
    When
    •  When the Fee record is applied (assigned to a
    media line on the Schedule Grid, any Commission rules that apply
    • specific Placement as an Assigned fee or added to the schedule as a Central fee), Commission rules are applied as normal.

    • Same as Media (if the Fee record is an Assigned Fee): When the Fee record is assigned to a
    media line on the Schedule Grid
    • specific Placement, any Commission rules applied to the
    media line
    • Placement are also applied to the fee.
    Optional: If the previously selected Fee record Cost Type is Vendor Net or Allocated Amount, the Client Net Rate allows the user to specify a rate to charge the Client

    Client Net Rate

    By default, the client rate is the same as the previously entered Rate (vendor rate) value.

    If the Margin Workflow and fee margins are enabled, the client rate can be changed to a value that is different from the vendor rate

    that the Vendor charges

    .

    Optional

    : For Valid To, select an end date for the Fee record to be valid for the selected Client.

    Valid From

    Optional: Modify the valid-from date of the client rate, which by default is the same as the valid-from date of the Fee record.

    This date cannot be earlier than the valid-from date of the Fee record.

    Optional

    Valid To

    Optional: Select the valid-to date of the client rate.

    This date cannot be later than the valid-date of the Fee record. 

    Optional

    Position

    Optional: Change the position number of the client rate.

    The position number of a client rate does not impact how the rate is applied, and is only used for client rate display management.

    Anchor
    Finish-Fee-Record-Creation
    Finish-Fee-Record-Creation
    Finish the Fee Record Creation Process

    Finish the Fee record creation process by choosing one of the following options:

    OptionStep(s)

    Save the Fee record, close the Create Fee editor, and return to the Fees & Tech Rate tab.

    		Click the Save button. 

    Save the Fee record and immediately copy the newly created Fee record.

    The Create Fee editor remains open, and fields in the copied Fee record can be edited as desired.

    		Click the Save And Create Another button

    Finish the Fee Record Creation Process

    Click the Save button to create the Fee record.


    You are evaluating Refined.