Table of Contents
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 |
|---|---|---|
| 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 charges a Client for the services provided. | The Administration > Reference Data > Commissions page |
Exchange Rate | Exchange rate between two types of currencies. | The Administration > Reference Data > Exchange Rates page |
| Terms & Conditions | Set of legal agreements that apply to a particular Media type, Agency, Business Unit, Client Group / Client, or Order Partner. | The Administration > Reference Data > Terms & Conditions page |
Media Type Media | An advertising method, like Digital. Each campaign is for a single Media Type. | The Administration > Reference Data > Media page |
Cost Category | A subcategory of a Media Type, like Social or Display. | 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.
Fee Types
There are three ways that a fee or tech rate can be added to a schedule:
| Fee Type | Description |
|---|---|
Assigned Fee | 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. |
Central 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 on additional settings, these values can or cannot be modified within the schedule. |
Entered 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. |
Rate Types
A Rate Type is the pricing model by which ad units are purchased.
There are three categories of Rate Types:
- Fixed
- Percentage of Media (POM)
- Other (Volume-based)
| Rate Types | Description |
|---|---|
Fixed | 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. |
Percentage of Media (POM) | 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. |
Other (Volume-based) | 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:
| Term | Description |
|---|---|
Client Commission | |
Client Commission Percentage | The percentage of commission that the client is charged. |
Client Commission Basis | The cost type that the Client Commission Percentage is applied to:
|
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. |
| Name | The unique name of the Fee record. |
| Fee Type | How the Fee record will be entered on a media schedule.
|
| Media Type | The Media Type that the Fee record can be applied to. |
Rate Type | The Rate Type of the Fee record.
|
Vendor Rate | |
Cost Type | The Cost Type of the Fee record:
|
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:
|
ID | The OneStrata identification number of the Commission record. |
| Name | The unique name of the Commission record. |
| Valid From / Valid To | The date range that the Commission record is valid for. |
Commission Commission Percent Client Commission Percentage | The percentage of commission that the client is charged. |
Commission Basis Client Commission Basis | The cost type that the Client Commission Percentage is applied to:
|
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.
|
Last Modified | When the Commission record was last modified. |