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Table of Contents

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Overview

Fees and tech rates are added to individual Placements within a media schedule, but are generally pre-defined as a Reference Data Fee record. This improves consistency and reduces human error when applying fees, because OneStrata automatically calculates and applies the appropriate fees and costs.

Fees and Rates Terms and Concepts

This section contains information about terms and concepts related to fees and tech rates in OneStrata

Anchor
Fee-Types
Fee-Types
Fee Types

There are three ways that a fee or tech rate can be added to a schedule:

Fee TypeDescription

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Assigned-Fee
Assigned-Fee
Assigned Fee


A Shared Block
shared-block-keyAssigned-Fee

A fee that is automatically created within a media schedule when a Fee Assignment assignment is added to a Placement.

A pre-existing Assigned Fee record defines how each value in the resulting Assigned Fee cost line is calculated, and these . These values cannot by changed by the user within the schedule.


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Central-Fee
Central-Fee
Central Fee


A Shared Block
shared-block-keyCentral-Fee

A fee that is manually added to a media schedule, and has some pre-defined values.

A pre-existing Central Fee record defines how some values in the resulting Central Fee cost line are calculated, and depending . Depending on additional settings, these values can or cannot be modified within the schedule.


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Entered-Fee
Entered-Fee
Entered Fee


A Shared Block
shared-block-keyEntered-Fee

A fee that is completely manually added to a media schedule, and has no pre-defined values.

All values in the resulting Entered Fee cost line are filled in by the user, within the schedule.


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Rate-Types
Rate-Types
Rate Types

A Shared Block
shared-block-keyRate-Type

A Rate Type is the pricing model by which ad units are purchased.

There are three Rate Types:

  • Fixed
  • Percentage of Media (POM)
  • Other (Volume-based)


Rate TypesDescription

Anchor
Fixed-Rate-Type
Fixed-Rate-Type

Fixed


A Shared Block
shared-block-keyFixed-Rate-Type

A fee that is a set, unchanging amount defined by the value in the Fee record's Vendor Rate field.

Example: A Fixed fee of $5,000.

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Percentage-of-Media-Rate-Type
Percentage-of-Media-Rate-Type
Percentage of Media (POM)


A Shared Block
shared-block-keyPercentage-of-Media-Rate-Type

A fee that is calculated as a percentage of a cost. The percentage is defined by the Fee record's Vendor Rate field, and the cost is defined by the Fee record's Cost Type field.

Example: A POM fee that is 1% of the Vendor Net Cost.

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Volume-based-Rate-Type
Volume-based-Rate-Type
Other (Volume-based)



A Shared Block
shared-block-keyVolume-based-Rate-Type

A fee that is calculated by adding a buffer to units, and multiplying the sum by a volume-based rate. The buffer and rate are defined in the Fee record's Buffer and Vendor Rate fields, and the units are specified on the Placement that the fee is assigned to.

Volume-based Rate Types include CPM (Impressions), CPC (Clicks), and CPA (Acquisitions).

Example: A volume-based fee that is $0.30 per impression, with a 10% buffer.


Reference Data > Fees & Tech Rates Tab UI Reference

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Fees-Tech-Rates-Tab-UI-Elements
Fees-Tech-Rates-Tab-UI-Elements
Fees & Tech Rates Tab UI Elements


ItemDescription
1Reference Data navigation tabs


A Shared Block
shared-block-keyReference-Data-Navigation-Tabs

Use these tabs to access and manage different types of Reference Data records:

  • Fees & Tech Rates
 tab
  •  tab
  • Taxes
 tab
  •  tab
  • Commissions
 tab
  •  tab
  • Exchange Rates
 tab
  •  tab
  • Terms & Conditions
 tab
  •  tab
  • Media
 tab
  •  tab
  • Cost Categories
 tab
  •  tab


2Filters iconClick the Filters icon to open the filter pane and filter through the list of Fee records,
3Search bar

Search for a Fee record by name or Fee Record ID. 

4Create Record buttonClick to create a new Fee record.
5

Applied Filters bar

Displays any filters that have been applied to the Fees grid.

By default, the Status filter is applied, and inactive Fee records are filtered out.

6Fees Grid

A list of a OneStrata enterprise's Fee records.

For more information, see Fees Grid Reference.


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Fees-Grid-Reference
Fees-Grid-Reference
Fees Grid Reference

The Fees Grid grid is a list of a OneStrata enterprise's Fee records. By default, inactive Fee records are not displayed on the Fees grid.

The following table contains information about columns in the Fees Gridgrid:

Column Name

Description

Status

The status of the Fee record:

  • Active: The Fee record can be viewed and assigned to new media lines
  • Inactive: The Fee record can be viewed, but cannot be assigned to new media lines

ID (Fee Record ID)

The OneStrata identification number of the Fee record.

Name

The unique name of the Fee record.

Fee Type

How the Fee record will be entered on a media 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
Media Type

The Media Type that the Fee record can be applied to.

Rate Type

The Rate Type of the Fee record.

  • Fixed:
    Include A Shared Block Inline
    shared-block-keyFixed-Rate-Type
    pageAbout Reference Data
  • Percentage of Media:
    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

Vendor Rate

Include A Shared Blockshared-block-keyVendor-Rate

The vendor rate of the Fee record.

Depending on Cost Type of the Fee record, this value is the Vendor Net Rate or the Vendor Gross Rate.

pageCosts and Calculations

Cost Type

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: The client budget allocated to the media line within the schedule

Cost Category

The Cost Category of the Fee record.

Agency

The Agency associated with the Fee record.

Business Unit

The Business Unit associated with the Fee record.

Client Group

The Client Group associated with the Fee record, if any.

Client

The Client associated with the Fee record, if any.

Payee

The Payee associated with the Fee record.

Order Partner

The Order Partner associated with the Fee record.

Supplier

The Supplier associated with the Fee record.

Currency

The currency in which the Fee record is applied.

Valid From / Valid To

The date range that the Fee record is valid for.

Last Modified

Which OneStrata user last modified the Fee record, and when.