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Overview
Reference Data records store additional information about entities, and are used in calculations, building schedules, and sending orders.
Types of Reference Data Records
In OneStrata, there are seven types of Reference Data records:
Record Type | Description | Location within the OneStrata UI | |||||||||||
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| Fee & Tech Rate | Non-media fee that can be added to a media schedule Placement. | The Administration > Reference Data > Fees & Tech Rates page | |||||||||||
| Tax | Tax rules and requirements. | The Administration > Reference Data > Taxes page | |||||||||||
| Commission | An amount that an Ageny Agency charges a Client for the services provided. | The Administration > Reference Data > Commissions page | |||||||||||
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| The Administration > Reference Data > Exchange Rates page | |||||||||||
| Terms & Conditions |
| The Administration > Reference Data > Terms & Conditions page | |||||||||||
Media Type Media |
| The Administration > Reference Data > Media page | |||||||||||
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| The Administration > Reference Data > Cost Categories page |
About Fees and Tech Rates
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.
There are three ways that a fee or tech rate can be added to a schedule:
| A Shared Block | ||
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A fee that is automatically created within a media schedule when a Fee 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 values cannot by changed by the user within the schedule. |
| A Shared Block | ||
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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 on additional settings, these values can or cannot be modified within the schedule. |
| A Shared Block | ||
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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. |
| A Shared Block | ||
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A Rate Type is the pricing model by which ad units are purchased. There are three categories of Rate Types:
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Fixed
| A Shared Block | ||
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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.
| A Shared Block | ||
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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.
| A Shared Block | ||
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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.
About Commissions
An Agency may charge a Client a commission for their services: Client Commission = Client Commission Percentage x Client Commission Basis.
Client Commission values are followed by (CC) or (AC), indicating in Client Currency or in Agency Currency. For more information, see Currencies.
A Commission record defines the Client Commission Percentage and Client Commission Basis:
Client Commission
| Include A Shared Block | ||||
|---|---|---|---|---|
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Client Commission Percentage
| Include A Shared Block | ||||
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Client Commission Basis
| Include A Shared Block | ||||
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Reference Data Page UI Reference
Reference Data > Fees & Tech Rates Tab UI Reference
Column Name
Description
ID
The OneStrata identification number of the Fee record.
The unique name of the Fee record.
How the Fee record will be entered on a media schedule.
- Assigned:
Include A Shared Block Inline shared-block-key Assigned-Fee page About Reference Data - Central:
Include A Shared Block Inline shared-block-key Central-Fee page About Reference Data
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-key Fixed-Rate-Type page About Reference Data - Percentage of Media:
Include A Shared Block Inline shared-block-key Percentage-of-Media-Rate-Type page About Reference Data - Other (Volume-based):
Include A Shared Block Inline shared-block-key Volume-based-Rate-Type page About Reference Data
Vendor Rate
| Include A Shared Block | ||||
|---|---|---|---|---|
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Cost Type
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: 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 or rate is valid for.
Last Modified
Which OneStrata user last modified Fee record, and when.
Reference Data > Commission Tab UI Reference
Column name
Description
Status
The status of the Commission record:
- Active: The Commission record can be used.
- Inactive: The Commission record has been deactivated and cannot be used.
ID
The OneStrata identification number of the Commission record.
The unique name of the Commission record.
The date range that the Commission record is valid for.
Commission
Commission Percent
Client Commission Percentage
page |
Commission Basis
Client Commission Basis
| Include A Shared Block | ||||
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Agency
The Agency associated with the Commission record.
Business Unit
The Business Unit associated with the Commission record.
Client Group
The Client Group associated with the Commission record.
Client
The Client associated with the Commission record.
Product
The Product associated with the Commission record.
Media
The Media Type of the Commission record.
Cost Category
The Cost Category of the Commission record.
Supplier
The Supplier associated with the commission.
Default
Whether the Commission record is the default commission for the given level or not.
- Level refers to the combination of Agency, Business Unit, Client Group, Client, Product, Media, Cost Category, and Supplier values
- If there is only one Commission record for a level, that record is automatically the default commission.
- If there is more than one Commission record for a level, one of the Commission records can be selected as the default.
- When a Commission record is a default commission, it is automatically applied to a schedule line that matches its levels. If desired, Users can change the default Commission record to a different Commission record.
Last Modified