Overview

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

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

1. Start the Fee record creation process by opening the Create Fee editor 
2. Add general information to the Fee record
3. Add vendor-specific information to the Fee record
4. Optional: Define a Default Technology Assignment Provider (for Assigned Fees only)
5. Add client-specific information to the Fee record
6. Finish the Fee record creation process by doing one of the following
   1. Save the Fee record and close the Create Fee editor
   2. Save the Fee record and immediately copy the newly created record

Before Beginning

This section contains some important information to be aware of before creating a Fee record.

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
• Applicable To details: The Apply at Enterprise level checkbox is selected OR the Agency and Business Unit values
• Vendor Contract details: The Payee, Order Partner, Supplier, and Currency values
• Vendor Rate details: The Cost Type and Rate Type values

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Start the Fee Record Creation Process

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

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Add-General-Details Add-General-Details

Add General Details

In the General section, specify the following information:

1. For Name, enter a unique name of the Fee record.
   
   
2. For Fee Type, select how the Fee record will be added to a schedule:
   
   
   • Assigned: 

     Include A Shared Block Inline
     shared-block-key Assigned-Fee page About Reference DataFees and Tech Rates

     
     
     
   • Central:

     Include A Shared Block Inline
     shared-block-key Central-Fee page About Reference DataFees and Tech Rates

     
     
     
3. 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 toggle is on: Any Central Fee cost lines created from the Fee record can be edited within the media schedule
       
       
     • The Editable in Schedule toggle is off: Any Central Fee cost lines created from the Fee record cannot be edited within the media schedule
       
       
4. For Media Type, select the Media Type that the Fee record applies to.
   
   
5. For Valid From, select the start date of the Fee record.
   
   
6. Optional: For Valid To, select the end date of the Fee record.
   
   
7. For the Applicable To section, choose one of the following options:
   
   
   • Make
   Optional: For Apply at Enterprise level, click to make
   • the Fee record available
   to
   • across the entire OneStrata enterprise:
     
     
     • Select the Apply at Enterprise
   . Otherwise, the Fee record is only available to the Agency and Business Unit specified in the Agency and Business Unit fields.
   
   • • level checkbox. If this checkbox is not visible, the user's account does not have the permissions to create
   Enterprise
   • • enterprise-level Fee records.
       
       
   • Make the Fee record available only for a specific combination of Agency and Business Unit:
     
     
     • For Agency, select the Agency that the Fee record applies to.
       
       
     • For Business Unit, select the Business Unit that the Fee record applies to.
       
       
8. For the Vendor Contract section, enter the following information:
   
   
   1. For Payee, select the Payee of the Fee record.
      
      
   2. For Order Partner, select the Order Partner of the Fee record.
      
      
   3. For Supplier, select the Supplier of the Fee record.
      
      
   4. For Currency, select the currency in which the Fee record is transacted.

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Add-Vendor-Rate-Details Add-Vendor-Rate-Details

Add Vendor Rate Details

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

1. For Cost Type. select the Cost Type of the Fee record:
   
   
   • Vendor Gross: 

     Include A Shared Block Inline
     shared-block-key Vendor-Gross-Cost page Costs and Calculations

     
     
     
   • Vendor Net:

     Include A Shared Block Inline
     shared-block-key Vendor-Net-Cost page Costs and Calculations

     
     
     
   • Allocated Amount:

     Include A Shared Block Inline
     shared-block-key Allocated-Amount page Costs and Calculations

     
     
     
2. For Rate Type. select how the Fee record is calculated. The Rate Type options depend on the previously selected Fee Type value:
   
   
   • If Fee Type is Central, the only Rate Type option is Fixed:

     Include A Shared Block Inline
     shared-block-key Fixed-Rate-Type page About Reference DataFees and Tech Rates

     
     
     
   • If Fee Type is Assigned, the Rate Type options are:
     
     
     • Percentage of Media:

       Include A Shared Block Inline
       shared-block-key Percentage-of-Media-Rate-Type page About Reference DataFees and Tech Rates

       
       
       
     • Other (Volume-based):

       Include A Shared Block Inline
       shared-block-key Volume-based-Rate-Type page About Reference DataFees and Tech Rates

       
       
       
3. For Cost Category, select the Cost Category of the Fee record. The Cost Category options depend on the value of the Media Type field.
   
   
4. For Rate, choose the appropriate action:
   
   
   • If Rate Type is Fixed, enter the fixed amount of the fee. For example, if the fee is $5,000, enter 5,000.
     
     
   • 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 Rate Type is volume-based, enter the per-unit cost of the fee. For example, if the fee is $0.30 per unit, enter 0.30.
     
     
5. 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.

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Add-Technology-Assignment-Details Add-Technology-Assignment-Details

Optional: Add Technology Assignment Details

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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.

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

1. For Provider, select the default provider of the technology assignment.
   
   

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

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

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Add Client Rate Details

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

1. Click Add Value and select a Client.
   
   
2. For Commission, select a commission type:
   
   
   • None: When the Fee record is assigned to a media line on the Schedule Grid, no commission is added to the fee, even if there is one or more Commission rules that would normally be applied.
     
     
   • Default: When the Fee record is assigned to a media line on the Schedule Grid, any Commission rules that apply are applied as normal.
     
     
   • Same as Media: When the Fee record is assigned to a media line on the Schedule Grid, any Commission rules applied to the media line are also applied to the fee.
     
     
3. 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 that is different from the rate that the Vendor charges.
   
   
4. Optional: For Valid To, select an end date for the Fee record to be valid for the selected Client.

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Finish the Fee Record Creation Process

When creating and saving a new Fee record, there are two 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 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.