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Select a Commitment record type if applicable (Version 2.99 and up):Image Removed

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  • Advertiser / Agency Discount is used for 'standard' Commitments.

  • Agency Earnings Commitments are Commitments ONLY for AE. You need to select an Agency and all conditions are only applied to agency earnings.

  • Same holds true for Third Party Commission Commitments are matching the Intermediary on the media campaign.

Here are the next steps:

  1. A commitment can be linked to an Advertiser-Agency-Relation or alternatively to either Advertiser or Agency or both (this is also dependent on your record type, see above).

  2. Since version 2.108 you have the possibility to set a Legal Entity to ensure that only Media Campaigns which have the same Legal Entity (or none) assigned will match.

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  3. Assign a validity period.

  4. Give it a status.

  5. Check the active checkbox only after the commitment has been agreed and when all related conditions should be applied.

  6. Optionally: Go through the approval workflow if this is required for your company. ADvendio makes sure that approved records can not be changed later on. The error message is stored in Custom label: "ModifyApprovedRecordNotAllowed" and can be changed by your admin.

  7. Click "Save".


Note

Make sure to do the following:

  1. When your Commitment is Approved and/or Active don't change the Commitment or any related Conditions  - Only a few fields are allowed:

    • Active__c

    • Approved__c

    • ClosingDate__c

    • Status__c

2. Add Commitment Conditions

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Choose one of the following options:Image Removed

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The following four record types are available:

  1. Rebate in Kind

  2. Agency Earning

  3. Rebate in Kind %

  4. Scaled Discount

  5. Special Revenue Scale

  6. Special Discount

  7. Third Party Commission

The layout varies slightly when choosing a specific record type but you will have always four sections: Information, Matching Criteria, Discounts, Unit Count. To learn more about the different commitment conditions check the 4.16.8 Commitment Condition Use Cases.

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Enter here the discounts you like to grant. 

  • Cash Discount Advertiser translates into the Customer Discount on your Campaign Item.

  • Cash Discount Agency maps to the Agency Discount

  • The Special Discount stays Special discount and for the naming the condition name "Commitment" will be used.

Section: Unit

Also make sure to specify a Unit Type. This will be used similar to the relevance criteria and later be compared to the field Unit at the AdPrice.  Your standard options are 

  • Ad Impressions (AIs)

  • Click

  • Page Equivalency

  • Second

  • Day

  • Week 

  • Month

  • Action

Page Equivalency

Select "Page Equivalency" as your unit always in combination with the field Page Equivalency to determine how many pages one unit of the product represents.

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