Overview

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.

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Actualize-Standard-Cost-

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Cost-Line

Actualize a Standard

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 campaigncampaign that contains the Cost Line to be actualized.
   
   
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 periods to actualize. By default, only one billing period monthsis 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 delivery balance roll option.
   
   
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 another source:
   Click Roll settings and select one of the delivery balance roll options: None,Proportionally,Next Month, or Last Month.
   
   • Click the Apply Source button and select a source
   for the Cost or Fee line's Actual values:
   • . The options are Committed, Site,
   or
   • and 3rd Party.
     
   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. For more information, see Apply Standard Actualization Triangulation.
     
     
8. Click the Actualize button.

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Cost-Line

Actualize a Margin

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 campaigncampaign that contains the Cost Line to be actualized.
   
   
2. Navigate to the campaign's 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 periods to actualize. By default, only one billing period monthsis displayed.
   
   
5. Identify and select Select the Cost or Fee line that corresponds to the desired media Placement or non-media Fee.
   Click Roll settings and 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 delivery balance roll option.
   
   
7. Manually adjust the values that will be actualized. There are two options:
   
   select one of the delivery balance roll options: None,Proportionally,Next Month, or Last Month.
   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. For more information, see Apply Margin Actualization Triangulation and the Margin Percentage Triangulation set.
     
     
   • Update actual delivered units: Unlock and manually update the Actual Units column. For more information, see
   Actualization Grid Reference
   • Apply Margin Actualization Triangulation and the Margin Actual Units Triangulation set.
     
     
8. Click the Actualize button.