Media Buy Management

Field

Description

Client

Select the Client for this Media Schedule.

This could be a direct advertiser or an agency client. 

Product

Select the Product or Brand if this Media Schedule, if applicable. 

Campaign

If this Media Schedule is part of an overarching Media Campaign, select or add the Campaign Code/Name here.

Media Type

(Optional).

By default, a Media Schedule is cross-media. Use this field to limit a Media Schedule to a specific Media Type.

Office

The Office defaults to the Client’s Office.

Schedule No.

This is the unique External No. for this Schedule. By default, the system generates a Schedule No. made up of the

[ClientCode]+[4-digit number], e.g. JSM0001 where “JSM” is the Client Code.

The import template and API support the numbering scheme from the source system, e.g. [ClientCode]+[ProductCode]+[MediaPlanNumber]

Schedule Description

The Media Plan Name

Job

(Optional). If this media schedule is associated with a Client Job, select the job number here. 

Start Date

Start Date of the Campaign or Media Plan

End Date

End Date of the Campaign or Media Plan

Client Approved

(Optional). Enter the Client Approval Date for the media plan.

Client Order No.

This is the MPA Number or Client PO Number Associated with the Media Schedule. There could only be one PO per Media Schedule, but the Client PO can be overridden at the Client Invoice level. 

Service Fee %

This is the Default Service Fee%.  This is automatically applied to all media schedule line items unless a different Service Fee % is used. 

Rebate Commission %

This is the Default Rebate Commission %. This is automatically applied to all media schedule line items unless a different Service Fee % is used. 

Bill Client Fee Only

Tick this box if only Client Fees, e.g. Mark Up, Service Fee, are billed for this schedule. 

Active

Checked by default. Uncheck to deactivate a Media Schedule.

Date Opened

This defaults to the date the Media Schedule is created.

Date Closed

This is automatically populated with the date the Media Schedule is deactivated.

Client Media Manager

This is the employee responsible for this Media Schedule. 

External ID

This is the external system's Campaign or Media Plan number linked to this Media Schedule. The External ID can only be populated through the API or the import template. 

Field

Description

  Currency 

This is on the top of the page. Defaults to the Media Schedule's Currency, but can be overridden at the line item level.

Date

Populate with the Start Date

Start Date

Media plan line-item start date

End Date

Media plan line-item end date

Media Cycle Type

Options are: 

• 4-Week
• 3-Week
• 2-Week
• 1-Week
• Daily
• Monthly-Calendar : The system distributes the cost pro-rated by day within each period
• Monthly-Date: The system evenly distributes the cost across months on the same billing date. 
• Upfront

Charge Type

Agency-defined cost type, e.g. Installation, Production, Lighting. 

Number/Spots

Enter "1" if entering the Total Line Item Cost on the Rate field. If entering a Unit Rate, enter the number of units here.

Size

Size of the billboard or poster.

Rate

This is the Net Rate, i.e. Rate without Fees or Taxes. 

This value gets multiplied with the Number of Units or Spots.  

Mark Up

Agency Margin Amount for this line item.

Details

This is the Location Description

Job No.

(Optional). If the line item is associated with a Job, select the Job here. 

Key No.

This is the unique number for the creative asset, i.e. Ad-ID.  

Navigate to Media > Media Material to manage key numbers. 

Booking Deadline

Date when the contract needs to be confirmed with the vendor. 

This is automatically calculated if the number of days prior to Insertion Date is defined on the Medium (vendor) record.

Material Deadline

Date when the creative materials are due to the vendor. 

This is automatically calculated if the number of days prior to Insertion Date is defined on the Medium (vendor) record.

Adjustment Type

Ad Type

For OOH, this represents the Unit Type, e.g. Static, Digital, Digital full motion, Static - Rotating. 

This is a standard list defined through Media > Media Master Files > Media Types. 

Face Direction

Direction the billboard faces, e.g., S, W, etc.

Medium Inventory No.

Vendor inventory # (aka Unit #).

Market

Designated Market Area (DMA) or City/State, plus the Country designation if available.

Markets need to be defined in Media > Media Master Files > Media Markets. 

Trade Body

This can be used for Geopath ID, Route ID, Trade Body, Audience Delivery Code

Impressions

(Optional) Total Target Impressions for Adults 18+. This is for reference only and will not impact cost calculations. 

Quantity

Panel Quantity or # of Units.  This is different from the value entered in the Number/Spots field used for cost calculations. 

Local Format

Freeform Environment and/or Format, e.g. Roadside_Bulletin 

Forced Vendor Production

Select "Yes" or "No".

Field

Description

Loadings Description

Label or short description for applicable surcharge, e.g. Premium position

Loadings Amount

Surcharge amount, if applicable.

Discount 1 Description

Label or short description for applicable discount

Discount 1 %

Discount rate for first discount

Discount 2 Description

Label or short description for additional discount

Discount 2 %

Discount rate for second discount

Field

Description

Client Rate

Rate + Mark Up from the "Rate & Placement Details" section.

 Sub Total

Rate + Mark Up multiplied by the value in the Number/Spots field.  

Total Loadings

Total Loadings Amount from the "Loadings & Discounts" section. 

Total Discounts

Discount 1 Amount + Discount 2 Amount 

Client Gross

(Sub Total + Total Loadings) minus Total Discounts

Media Commission Rebated %

Defaults to header value if left blank

 Rebated Commission Amount 

Media Commission Rebated % * Client Gross

 Client Net

Client Gross minus Rebated Commission Amount

 Service Fee %

Defaults to header value if left blank

This can be used in place of (or in addition to) the Mark Up amount to represent the agency fee. By default, Service Fees are disclosed on client media invoice. 

 Service Fee Amount

Service Fee % * Client Net

By default, the Service Fee is calculated on Net, but can be overridden on the Client Media Settings. 

 Sub Total

Client Net + Service Fee Amount 

 Tax Code

This is populated with the Default Tax Code from the Client Record. 

Override as needed. 

  Tax

This is populated with the Taxable  Status from the Client Media Settings.

Options are: 

• Non Taxable
• Tax on Service Fee Only
• Taxable

 Tax %

This is the tax rate from the Tax Code record. 

 Tax Amount

This is the calculated Tax amount, i.e. Tax % *  Sub Total

Client Total

Sub Total + Tax Amount

Field

Description

Supplier Rate

Net Rate from the "Rate & Placement Details" section. 

Sub Total

Rate * Number/Spots from the "Rate & Placement Details" section. 

Total Loadings

Total Loadings Amount from the "Loadings & Discounts" section. 

Total Discounts

Discount 1 + Discount 2 from the "Loadings & Discounts" section. 

Supplier Gross

(Sub Total + Total Loadings) minus Total Discounts

Media Commission %

Auto-populated with default value from Medium (aka Vendor) record, if applicable. 

 Media Commission Amount 

Calculated value based on the Media Commission % and the Supplier Gross.

 Supplier Net

Supplier Gross less Media Commission

 Tax Code

This is populated with the Default Tax Code from the Medium record. 

Override as needed. 

 Tax

This is populated with the Taxable  Status from the Medium record.

Options are: Taxable, Non Taxable

 Tax %

This is the tax rate from the Tax Code record. 

 Tax Amount

This is the calculated Tax amount, i.e. Tax Tax % *  Supplier Net

 Supplier Total

Supplier Net + Tax Amount