Overview

A Fee record defines important information about a fee or tech rate, like how the record is added to a media schedule (its fee type) and how it's calculated (its rate type).

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
Name	Enter a name for the Fee record.
Fee Type	Select the type of the Fee record: Assigned Central
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: If the Editable in Schedule toggle is on: Any Central Fee lines created from the Fee record can be edited within the Schedule grid. The Editable in Schedule toggle is off: Any Central Fee lines created from the Fee record cannot be edited within the Schedule grid.
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: A Fee record can only be applied to a campaign if at least one client rate within the Fee record is valid for the campaign. A client rate is valid if the dates of the client rate overlap the dates of the campaign by at least one day. The valid-from date of a client rate within a Fee record can be no earlier than the valid-from date of the Fee record. For more information, see Client Rate Availability.
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: A Fee record can only be applied to a campaign if at least one client rate within the Fee record is valid for the campaign. A client rate is valid if the dates of the client rate overlap the dates of the campaign by at least one day. The (optional) valid-to date of a client rate within a Fee record can be no later than the valid-to date of the Fee record, if any. For more information, see Client Rate Availability.
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: Select the Apply at Enterprise level checkbox. If this checkbox is not visible, the user does not have the permissions to create enterprise-level Fee records. To create a Fee record that can only be applied to campaigns for clients that belong to a specific Business Unit, do the following: Do not select the Apply at Enterprise level checkbox. For Agency, select the desired Agency entity. For Business Unit, select the desired Business Unit entity.
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): Media: The Payee, Order Partner, and Supplier dropdown fields only display vendor contract entities that meet the following conditions: The Payee, Order Partner, or Supplier is part of an existing Contract entity; and That Contract contains at least one Media supplier. Non-Media: The Payee, Order Partner, and Supplier dropdown fields only display vendor contract entities that meet the following conditions: The Payee, Order Partner, or Supplier is part of an existing Contract entity; and That Contract contains at least one Non-Media supplier.
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: For Payee, select the desired Payee entity. For Order Partner, select the desired Order Partner entity. For Supplier, select the desired Supplier entity. For Currency, select the desired currency.

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
Cost Type	Depending on the previously selected Fee Type value, select the cost type of the Fee record: For a Central Fee record, the only possible Ccost type is Vendor Net. For an Assigned Fee record, the cost type options are: Vendor Gross Allocated Amount (if the Allocated Workflow is enabled)
Rate Type	Depending on the previously selected Fee Type value, select the rate type of the Fee record (how the Fee record is calculated): For a Central Fee record, the only possible rate type is Fixed. For an Assigned Fee record, the rate type options are: Percentage of Media A volume-based rate type
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: If Rate Type is Fixed, enter the fixed amount of the fee. If Rate Type is Percentage of Media, enter the percentage of the fee. If Rate Type is volume-based, enter the per-unit cost of the fee.
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
Client	Click Add Value and select the client of the client rate: All Clients: The client rate can be applied to campaigns for all clients. A specific Client Group: The client rate can only be applied to campaigns for clients that part of the specified Client Group entity. A specific Client: The client rate can only be applied to campaigns for the specified Client entity.
Commission	Select the commission option of the client rate: None: When the Fee record is applied (assigned to a specific Placement as an Assigned fee or added to the schedule as a Central fee), 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 applied (assigned to a specific Placement as an Assigned fee or added to the schedule as a Central fee), Commission rules are applied as normal. Same as Media (if the Fee record is an Assigned Fee): When the Fee record is assigned to a specific Placement, any Commission rules applied to the Placement are also applied to the fee.
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)

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

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