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title: "Create a Reference Data Record"
canonical: "https://hub.freewheel.tv/space/OS/115081291/Create%20a%20Reference%20Data%20Record"
format: markdown
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Before Beginning This section contains information that is important to know before creating a reference data record. Users can only create Media Types and cost categories in OneStrata if the following conditions are met: The master data source of the OneStrata enterprise is internal. The user has the appropriate user role permissions. If the master data source of the enterprise is external, any new Media Types or cost categories must be created in the linked external system. Once a reference data record is created, certain values on the record cannot be changed. These values depend on the specific type of reference data record. Once created, the following types of reference data records cannot be deactivated or archived: Tax categories and Alternate Tax Options Media Types Create a Fee Record There are two ways of creating a Fee record: By  copying and modifying an existing record . By entering all information manually. To create a Fee record by entering all information manually, do the following: Go to the  Admin  >  Reference Data  >  Fees & Tech Rates  tab. Click the  Create Fee  button to open the  Create Fee  widget. In the  Create Fee  widget, enter the following information: Click  Create  or  Create and Create Another : Create :  Save the record, close the  Create Fee  widget, and return to the  Fees & Tech Rate  tab. Create and Create Anothe r:  Save and  copy the newly created Fee record . The  Create Fee  widget remains open, and fields in the copied Fee record can be edited as desired. Create a Tax Record Create a Tax Category To create a tax category, do the following: Go to the  Admin  >  Reference Data  >  Taxes  tab. Click  Tax Category  to open the Tax Category page. Click  +Add Category . Enter the following information: Click  Save . Create an Alternate Tax Option To create an Alternate Tax Option, do the following: Go to the  Admin  >  Reference Data  >  Taxes  tab. Click  Alternate Tax Option  to open the Alternate Tax Option page. Click  +Add Alt-Tax Option . Enter the following information: Click  Save . Create a Client Tax Record To create a Client Tax record, do the following: Go to the  Admin  >  Reference Data  >  Taxes  tab. Click  Client Taxes  to open the Client Taxes page. Click  Create Record  to open the  Create Client Tax  widget. In the  Create Client Tax  widget, enter the following information: Click  Create . Create a Vendor Tax Record To create a Vendor Tax record, do the following: Go to the  Admin  >  Reference Data  >  Taxes  tab. Click  Vendor Taxes  to open the Vendor Taxes page. Click  Create Record  to open the  Create Vendor Tax  widget. In the  Create Client Tax  widget, enter the following information: Click  Create . Create a Commission Record To create a Commission record, do the following: Go to the  Admin  >  Reference Data  >  Commission  tab. Click  Create Record  to open the  Create Commission  widget. In the  Create Commission  widget, enter the following information: Click  Create  or  Create and Create Another : Create :  Save the record, close the  Create Commission  widget, and return to the  Commission  tab. Create and Create Anothe r:  Save and  copy the newly created record . The  Create Commission  widget remains open, and fields in the copied Commission record can be edited as desired. Create an Exchange Rate Record To create an Exchange Rate record, do the following: Go to the  Admin  >  Reference Data  >  Exchange Rate  tab. Click  Create Record  to open the  Create Exchange Rate  widget. In the  Create Exchange Rate  widget, enter the following information: Click  Create . Create a Terms & Conditions Record To create a Terms & Conditions record, do the following: Go to the  Admin  >  Reference Data  >  Terms & Conditions  tab. Click  Create Record  to open the  Create Terms & Conditions  widget. In the  Create Terms & Conditions  widget, enter the following information: Click  Create . Create a Media Type To create a Media Type, do the following: Go to the  Admin  >  Reference Data  >  Media  tab. Click  +Add Media Type . Enter the following information: Click  Save . Create a Cost Category To create a cost category, do the following: Go to the  Admin  >  Reference Data  >  Cost Categories  tab. Click  Create Cost Category  to open the  Create Cost Category  widget. In the  Create Cost Category  widget, enter the following information: Click  Create .