Start the Fee Record Creation Process

On the Fees & Tech Rates tab (Administration > Reference Data > Fees & Tech Rates), click the purple Create Record button. 

Add General Details

In the General section, specify the following information:

1. For Name, enter a unique name of the Fee record.
   
   
2. For Fee Type, select how the Fee record will be added to a schedule:
   • Assigned: 
   • Central:
     
     
3. For the Editable in Schedule toggle, choose the appropriate action:
   
   
   • If Fee Type is Assigned, the Editable in Schedule toggle is inactive — continue to the next step.
     
     
   • If Fee Type is Central, the Editable in Schedule toggle is active. Select one of the following options:
     
     
     • The Editable in Schedule toggle is on: Any Central Fee cost lines created from the Fee record can be edited within the media schedule
       
       
     • The Editable in Schedule toggle is off: Any Central Fee cost lines created from the Fee record cannot be edited within the media schedule
       
       
4. For Media Type, select the Media Type that the Fee record applies to.
   
   
5. For Valid From, select the start date of the Fee record.
   
   
6. Optional: For Valid To, select the end date of the Fee record.
   
   
7. Optional: For Apply at Enterprise level, click to make the Fee record available to the entire Enterprise. Otherwise, the Fee record is only available to the Agency and Business Unit specified in the Agency and Business Unit fields.
   
   If this checkbox is not visible, the user's account does not have the permissions to create Enterprise-level Fee records.
   
   
8. For Agency, select the Agency that the Fee record applies to.
   
   
9. For Business Unit, select the Business Unit that the Fee record applies to.
   
   
10. For Payee, select the Payee of the Fee record.
    
    
11. For Order Partner, select the Order Partner of the Fee record.
    
    
12. For Supplier, select the Supplier of the Fee record.
    
    
13. For Currency, select the currency in which the Fee record is transacted.

Add Vendor Rate Details

In the Vendor Rate Details section, specify the following information:

1. For Cost Type. select the Cost Type of the Fee record:
   • Vendor Gross: The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.
     
     
   • Vendor Net: The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.
     
     
   • Allocated Amount: The client budget allocated to a media line within the schedule.
     
     
2. For Rate Type. select how the Fee record is calculated. The Rate Type options depend on the previously selected Fee Type value:
   • If Fee Type is Central, the only Rate Type option is Fixed:
     
     
   • If Fee Type is Assigned, the Rate Type options are:
     • Percentage of Media:
     • Other (Volume-based):
       
       
3. For Cost Category, select the Cost Category of the Fee record. The Cost Category options depend on the value of the Media Type field.
   
   
4. For Rate, choose the appropriate action:
   
   
   • If Rate Type is Fixed, enter the fixed amount of the fee. For example, if the fee is $5,000, enter 5,000.
     
     
   • If Rate Type is Percentage of Media, enter the percentage of the fee as a decimal. For example, if the fee is 1%, enter 0.01.
     
     
   • If Rate Type is volume-based, enter the per-unit cost of the fee. For example, if the fee is $0.30 per unit, enter 0.30.
     
     
5. Optional: For Buffer, choose the appropriate action:
   
   
   • If Rate Type is Fixed, the Buffer field does not apply — continue to the next step.
     
     
   • If Rate Type is Percentage of Media, the Buffer field does not apply — continue to the next step.
     
     
   • If Rate Type is volume-based, enter a buffer value as percentage. For example, if the buffer is 10%, enter 10. The buffer is added to the number of units specified on the Placement that the fee is assigned to, before the fee is calculated.

Optional: Add Technology Assignment Details

If the Fee Record defines a Default Technology Assignment Provider, its information will be automatically added to the Technology Assignments column in the media schedule whenever the Fee record is applied to a Placement.

To define a Default Technology Assignment Provider, specify the following information in the Default Technology Assignment section:

1. For Provider, select the default provider of the technology assignment.
   
   

2. For Service Type, select the default service type of the technology assignment.
   
   

3. For Default External Placement, select the default external placement of the technology assignment.

Add Client Rate Details

To add a Client to the Fee record, specify the following information in the Client Rate Details section:

1. Click Add Value and select a Client.
   
   
2. For Commission, select a commission type:
   • None: When the Fee record is assigned to a media line on the Schedule Grid, no commission is added to the fee, even if there is one or more Commission rules that would normally be applied.
     
     
   • Default: When the Fee record is assigned to a media line on the Schedule Grid, any Commission rules that apply are applied as normal.
     
     
   • Same as Media: When the Fee record is assigned to a media line on the Schedule Grid, any Commission rules applied to the media line are also applied to the fee.
     
     
3. Optional: If the previously selected Fee record Cost Type is Vendor Net or Allocated Amount, the Client Net Rate allows the user to specify a rate to charge the Client that is different from the rate that the Vendor charges.
   
   
4. Optional: For Valid To, select an end date for the Fee record to be valid for the selected Client.

Finish the Fee Record Creation Process

Click the Save button to create the Fee record.