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Table of Contents



Overview

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.


Terms and Concepts

This section contains information about terms and concepts related to fees and tech rates in OneStrata

Fee Types

There are three ways that a fee or tech rate can be added to a schedule:

Fee TypeDescription

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 Rate Types:

  • Fixed
  • Percentage of Media (POM)
  • Other (Volume-based)
Rate TypesDescription

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.


Reference Data > Fees & Tech Rates Tab UI Reference

Fees & Tech Rates Tab UI Elements


ItemDescription
1Reference Data navigation tabs

Use these tabs to access and manage different types of Reference Data records:

  • Fees & Tech Rates tab
  • Taxes tab
  • Commissions tab
  • Exchange Rates tab
  • Terms & Conditions tab
  • Media tab
  • Cost Categories tab
2Filters iconClick the Filters icon to open the filter pane and filter through the list of Fee records,
3Search bar

Search for a Fee record by name or Fee Record ID. 

4Create Record buttonClick to create a new Fee record.
5Fees Grid

A list of a OneStrata enterprise's Fee records.

For more information, see Fees Grid Reference.


Fees Grid Reference

The Fees Grid is a list of a OneStrata enterprise's Fee records.

The following table contains information about columns in the Fees Grid:

Column Name

Description

ID (Fee Record 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.

  • Assigned
  • Central:
Media Type

The Media Type that the Fee record can be applied to.

Rate Type

The Rate Type of the Fee record.

  • Fixed:
  • Percentage of Media:
  • Other (Volume-based):

Vendor Rate

Cost Type

The Cost Type of the Fee record:

  • Vendor GrossThe 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 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 record is valid for.

Last Modified

Which OneStrata user last modified the Fee record, and when.

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