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Overview

Include A Shared Block
shared-block-keyCommit-Effects
pageCommit a Schedule Line

The Actualization Grid grid lines can then be adjusted as needed, like updated with actual delivery data from a Supplier or 3rd Party source and actualized. Actualizing a schedule Placement or Fee is done by actualizing the corresponding Cost or Fee lines, and actualized. The validated metrics and amounts are then pushed to the agency's financial system, where client and vendor invoices can be processed.


Anchor
Actualize-Standard-Cost-

Placement

Line
Actualize-Standard-

Placement

Cost-Line
Actualize a Standard

Media Placement or Non-Media Fee

Cost Line

Standard Cost Lines use the Standard cost method. In the Standard cost method option, vendor costs and client costs are directly connected and can be easily calculated from each other.Image Removed

To actualize a standard media Placement or non-media FeeCost Line, do the following:

  1. Open the appropriate media campaign.

  2. Navigate to the campaign's Actualization tab tab.

  3.  Select the Standard Actualization Gridgrid, if it is not already selected.

  4. Optional: Click the Billing Period(s) filters filter (see Actualization Tab UI Elements, item 8) and select the appropriate desired billing period months to actualize. By default, only one billing period is displayed.

  5. Select the Cost or Fee line that corresponds to the desired media Placement or non-media Fee.
    desired Cost Line.

  6. Review the delivery balance Roll setting (see Actualization Tab UI Elements, item 5) and make sure that the appropriate option is selected. If desired, change the roll optionClick Roll settings and select one of the delivery balance roll options: None,Proportionally,Next Month, or Last Month.

  7. Adjust the Actual Cost for Period, Actual Rate, and Actual Units columns to the values that will be actualized. There are two options:
     
    • Apply values from a third-party source: Click the Apply Source button and select a source
    for the Cost or Fee line's Actual values: or Optional: If desired, make additional changes to the Cost or Fee line. For example, manually adjusting an Actual value

    • Manually adjust values: The Actual Cost for Period, Actual Rate, and Actual Units columns are linked, and their values are triangulated off each other. When one column is manually updated, the second locked column does not change and the third unlocked column is recalculated accordingly. For more information, see Standard Actualization Triangulation Rules.

  8. Click the Actualize button.

Anchor
Actualize-Margin-

Placement

Cost-Line
Actualize-Margin-

Placement

Cost-Line
Actualize a Margin

Media Placement or Non-Media Fee

Cost Line

Margin Cost Lines use the Margin cost method. In the Margin cost method option, vendor costs and client costs are not directly connected. Instead, they are connected through a third value, Margin Percentage, which indicates the percentage difference between what the vendor charges and what the client is billed. Image Removed

To actualize a margin media Placement or non-media FeeCost Line, do the following:

  1. Open the appropriate media campaign.

  2. Navigate to the campaign's Actualization tab tab.

  3.  
    Select the Margin Actualization Gridgrid, if it is not already selected.

  4. Optional: Click the Billing Period(s) filters filter (see Actualization Tab UI Elements, item 8) and select the appropriate desired billing period months to actualize. By default, only one billing period is displayed.

  5. Identify and select Select the Cost or Fee line that corresponds to the desired media Placement or non-media Fee.
    desired Cost Line.

  6. Review the delivery balance Roll setting (see Actualization Tab UI Elements, item 5) and make sure that the appropriate option is selected. If desired, change the roll optionClick Roll settings and select one of the delivery balance roll options: None,Proportionally,Next Month, or Last Month.

  7. Manually adjust the values that will be actualized. There are two options:

    If necessary, update two out of the three values:
    • Update
    • Vendor Net Cost (VC), Margin %,
    and
    • or Client Net Cost (VC)
    . The third value automatically triangulates from the other two values
    • :These three columns are linked, and their values are triangulated off each other. When one column is manually updated, the second locked column does not change and the third unlocked column is recalculated accordingly. For more information, see Margin Actualization Triangulation Rules.

    • Update actual delivered units: Unlock and manually update the Actual Units column. For more information, see Margin Actualization
    Grid Reference
  8. Click the Actualize button.