Adding Digital Fees

 

Overview

Beginning in v19.6, digital fees (e.g. Ad Serving, Creative, Talent fees) can be entered at the Estimate, Vendor or Placement levels. Fees will be broken out into a separate Fees tab within the Media Plans screen and a separate Fees section within Campaign Management. Fee Categories, Vendors and the Fee Setup within the Fees screen in the Master Data section must be completed prior to adding fees to a Media Plan. Please reference Fee setup in SBMS for the steps to do this.

Adding Fees to a Media Plan

Fees added to an Estimate, Vendor or Placement will be calculated based on the Fee Setup settings configured within the Fees screen.

To add a fee - Ad Server Fee example:

1. Within Media Plans,Select the Ad Server from the Ad Server column.

1. Either right-click on the placement and select Add Fee or select the Add Fee button.

 

1. From the Add Fee window, select the Fee Level (Estimate, Vendor or Placement), Fee Category, Fee Vendor and Fee Name (all previously set up within the Fees screen).

 

Note: Fees will be calculated based on the Fee Level and Type set up in the Fees screen. At the placement level, fees can be entered manually (Flat), calculated off the units (Calculated) or based off the Ad Server Rates (Rate Card) set up within the Vendors screen.

1. Review the Fee details, then select one of the save options to apply the fee.
   1. Save & Close- Fee is saved to the Fees tab and the Add Fee screen closes.
   2. Save & New- Fee is saved to the Fees tab, Add Fees screen remains open in order to add a new fee.
   3. Save & Copy - Fee is saved to the Fees tab, Add Fees screen remains open and fee can be copied to a new placement or vendor.
2. The Fee will then appear in the Fees tab.

 

Fee Entry Options

Fees will be calculated based on the Fee Level and Type set up in the Fees screen.

Ad Server - Rate Card

To add rates set up in the Ad Server Rate within the Vendors screen, the Fee Type can be set up as Rate Card within the Fee Setup tab of the Fees screen.

When entering a Fee for that Ad Server Fee Type, the rate from the Rate Card will be applied.

Flat - Entered Fee Type

To manually type in a Fee, the Fee Type can be set up as Flat - Entered within the Fee Setup tab of the Fees screen.

When adding a Fee for that Fee Name, the Fee Amount can be manually entered.

Flat - Fixed Fee Type

A Flat Fixed Fee can be set to be applied against the Estimate, Vendor or Placement. The fee would then be automatically applied based on the Frequency set up -First Month, Last Month, Monthly or Monthly Allocation.

Monthly Allocation will take the total fixed amount and disperse it across all months in the Estimate, Vendor or Placement.

Frequency by Month will apply the fixed amount to each month in the Estimate, Vendor or Placement.

 

Calculated Fee Type

To enter a fee/rate based on the guaranteed placement units, select the CalculatedFee Type within the Fee Setup tab of the Fees screen.

 

When adding a Fee for that Fee Name, the calculated fee applied to the Estimate/Vendor/Placement will be based off the guaranteed units.

 

Applying Commission to Fees

A commission % can be applied to the fee by checking Agency Commission within the Fee Setup tab of the Fees screen. When Agency Commission is unchecked, no commission will be applied to the fee.

When adding this fee, the Agency Commission will be applied to the fee and total within Fee with Commission.



 

Example Fees applied to the Media Plan:
 

Deleting Fees

1. From the Fees tab within Media Plans, select the fee(s) to delete.
2. Click the delete keyboard key.
3. A warning will be displayed: "Are you sure you want to delete the scheduled Fee(s)?”
4. Choose Yes to delete, choose No to cancel the deletion.

Editing Fees - Flat - Entered

Only Flat - Entered fees can be edited from the Fees tab within the Media Plans screen.

1. From the Media Plans Fees tab, double-click the fee under the Entered Fee Amount column.
2. Type over the Fee with the adjusted amount.

Editing Fees - Fixed and Calculated Fees

1. Delete the existing Calculated Fee within the Media Plans Fees tab.
2. Make the Fee adjustment within the Fees Setup tab within the Fees screen.
3. Add the Fee into the Media Plans screen.

Editing Fees - Ad Server Rate Card

1. Delete the existing Ad Server fee within the Media Plans Fees tab.
2. Make the Fee adjustment for that Ad Server within the Ad Server Rates tab from the Vendors screen.
3. Add the Fee into the Media Plans screen.

Additional Fee Features

Setting the Placement Details Description

Placements with an applied Fee can be identified by the Placement Detail description. Add, remove and rearrange the fields to come up with the placement descriptions.

1. From the Media Plans menu, select Set Placement Details for Fees

1. Check the fields to show, uncheck the columns to hide. Use the Up and Down buttons to rearrange the order of the fields.

Fee Filters

Use the Fee filters to check the Fees to be displayed within the Fees tab. Uncheck the Fees to hide.

To filter to the fees of a specific placement, right-click on the placement and select Show Fees.

The fees for that placement will then be displayed on the Fees tab.

Placement Fee Cost Columns

Ads Srv. Fee, Alternateive AS Fee, and/or Other fee columns will indicate placement level fee costs associated with that Media Plan placement

Summary Section

Fees will be summarized and broken out by Publisher and Month in the Summary Section of the Media Plans and Campaign Management screens.

Campaign Management

Fees are broken out into their own section and can be approved, cancelled, billed and frozen within Campaign Management.

Invoicing Fees

Change the Vendor Type to the appropriate selection when entering invoices -Ad Server, Alternative Ad Server or Fee Vendor. Enter the invoice details and select Save to save the invoice.

Invoice Reconciliation

The Match button in Invoicing will be disabled for Fee Vendor invoices. Select the Reconciliation button to Manual Match the invoice within Invoice Reconciliation.

Refer to Digital Invoicing.pdf and Digital Invoice Reconciliation.pdf for specific steps in entering and reconciling invoices.

Match Report

Generate the Match Report while reconciling Fee invoices to see purchased versus invoiced details.

 

Invoice Status

Fee Vendors will have their own invoice records within the Invoice Status screen. Use this screen to monitor Invoice statuses and check monthly scheduled versus invoiced details. Invoices can then be Ok’ed to pay and Cleared for Payment.