Table of Contents
Before Beginning
This section contains some information that is important to know before creating a Fee record.
Fee records must be unique; for more information, see Fee Record Uniqueness Requirements.
Once a Fee record is created, the following values cannot be changed:
- The fee type of the record
- The media type of the record
- The valid-from date of the record
- What entity level the record is valid for (enterprise-level, Agency-level, or Business Unit-level)
- The vendor contract of the record (the Supplier Type, Payee, Order Partner, Supplier, and Currency values)
- The vendor rate details of the record (the Cost Type and Rate Type values)
Create a Fee Record
When creating a Fee record, there are six main steps:
- Start the Fee record creation process.
- Enter general information.
- Enter vendor-specific information.
- Optional: Assign a Default Technology Assignment Provider (for Assigned Fees only).
- Enter client-specific information.
- Finish the Fee record creation process.
Start the Fee Record Creation Process
To start the Fee record creation process, do the following:
- Navigate to the Administration > Reference Data > Fees & Tech Rates tab.
- Click the Create Fee button to open the Create Fee widget.
Enter General Details
In the General section of the Create Fee widget:
Field Name The value of any fields with a red background cannot be changed after the Fee record is created. | Description |
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Name | Enter a name for the Fee record. |
Fee Type | Select the type of the Fee record: |
Editable in Schedule The Editable in Schedule toggle is only available for Central Fee records. | For a Central Fee record, turn the Editable in Schedule toggle on or off:
|
Media Type | Select the Media Type of the Fee record. |
Valid From | Select the valid-from date of the Fee record. This date can be earlier than the date that the Fee record is created. The valid-from date of a Fee record restricts which campaigns the Fee record can be applied to:
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Optional Valid To | Optional: Select the valid-to date of the Fee record. The valid-to date of a Fee record restricts which campaigns the Fee record can be applied to:
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Applicable To Details Apply at Enterprise Level or Agency Business Unit | Select whether the Fee record can be applied to campaigns for any client, or only to campaigns for clients that belong to a specific Business Unit. To create an enterprise-level Fee record (a Fee that can be applied to campaigns for any client), do the following:
To create a Fee record that can only be applied to campaigns for clients that belong to a specific Business Unit, do the following:
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Supplier Type | Select whether the Fee record has a Media Supplier or a Non-Media Supplier. The Supplier Type field restricts the selectable vendor contract entities (the Payee, Order Partner, and Supplier entities):
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Vendor Contract Details Payee Order Partner Supplier Currency | Select the Payee, Order Partner, Supplier, and Currency of the Fee record. The possible selections are automatically limited to valid combinations of Payees, Order Partners, Suppliers and Currencies (as determined by the existing Contract entities), starting with Payee:
|
Enter Vendor Rate Details
In the Vendor Rate Details section of the Create Fee widget:
Field Name The value of any fields with a red background cannot be changed after the Fee record is created. | Description |
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Cost Type | Depending on the previously selected Fee Type value, select the cost type of the Fee record:
|
Rate Type | Depending on the previously selected Fee Type value, select the rate type of the Fee record (how the Fee record is calculated):
|
Cost Category | Select the Cost Category of the Fee record. The available cost category options depend on the previously selected Supplier and Media Type values. |
Rate | Depending on the previously selected Rate Type value, choose the appropriate action:
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Optional Buffer The Buffer field is only available for Assigned Fee records with a volume-based rate type. | Optional: For an Assigned Fee record with a volume-based rate type, enter the buffer percentage. The buffer percentage is used when calculating the cost of the fee. For more information, see Volume-Based Rate Type. |
Optional: Assign a Default Technology Provider
The Default Technology Assignment section is only available for Assigned Fee records.
If an Assigned Fee record assigns a default technology provider, when the Fee record is applied to a Placement line, the default provider is automatically added to the Technology Assignments column of that Placement.
(Optional) In the Default Technology Assignment section of the Create Fee widget:
Field Name | Description |
---|---|
Provider | Select the default provider. |
Service Type | Select the default service type. |
Default External Placement | Select the default external placement type. |
Enter Client Rate Details
A Fee record must have at least one client rate. For more information, see Client Rate Availability.
In the Client Rate Details section of the Create Fee widget:
Field Name | Description |
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Client | Click Add Value and select the client of the client rate:
|
Commission | Select the commission option of the client rate:
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Client Net Rate | By default, the client rate is the same as the previously entered Rate (vendor rate) value. If the Margin Workflow and fee margins are enabled, the client rate can be changed to a value that is different from the vendor rate. |
Optional Valid From | Optional: Modify the valid-from date of the client rate, which by default is the same as the valid-from date of the Fee record. This date cannot be earlier than the valid-from date of the Fee record. |
Optional Valid To | Optional: Select the valid-to date of the client rate. This date cannot be later than the valid-date of the Fee record. |
Optional Position | Optional: Change the position number of the client rate. The position number of a client rate does not impact how the rate is applied, and is only used for client rate display management. |
Finish the Fee Record Creation Process
Finish the Fee record creation process by choosing one of the following options:
Option | Step(s) |
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Save the Fee record, close the Create Fee editor, and return to the Fees & Tech Rate tab. | Click the Save button. |
Save the Fee record and immediately copy the newly created Fee record. The Create Fee editor remains open, and fields in the copied Fee record can be edited as desired. | Click the Save And Create Another button |