Challenge

Have you ever wondered how the Net and Gross values in ADvendio are calculated?

Solution

Understanding the different amount fields in your Media Campaign (MC) and Campaign Items (CIs) is key. Here's a brief overview of how they work together:

1. Budget Types

There are six types of budgets available: B1, B2, B3, N1, N2, and N3.

1.1. Gross amounts B1, B2, and B3

Gross amount or total amounts, refer to the quantity before taxes, deductions, or costs.
B1, B2, and B3 are different types of gross amounts in ADvendio.
Surcharges and discounts can affect the gross amounts of B3, B2, and B1.

1.1.1. Gross Amounts Examples

Gross Amount (B3): Quantity x Price x Frequency +/- Surcharge B3 (% or Abs.)
Gross Amount (B2): Gross amounts affected by specific surcharges +/- Surcharge B2 (% or Abs.)
Gross Amount (B1): Gross amounts affected by special discounts (e.g., Customer Discounts, Agency Discounts, Quantity Discounts)

1.2. Net Amounts N1, N2, and N3

Net amounts, represented by N1, N2, and N3 in ADvendio, refer to the final amount after deducting taxes, deductions, or costs from the gross amount.

1.2.1. Net Amounts Examples

Customer Net (N1) - Agency earning or Agency Commission (AC)
Agency Net (N2) - Third-Party Commission
Agency Net (N3) (+ ProductCosts - not yet implemented )

1.3. Abbreviations Explained

Abs: Absolute Amount - Represents the specific value without considering any percentage or relative changes
AE: Agency Earnings - Refers to the earnings or commission received by the agency involved in the campaign
AC: Agency Commission - Represents the commission amount paid to the agency for their services
TPC: Third Party Commission - Indicates the commission amount paid to a third-party entity involved in the campaign
PCT: Percentage - Represents a value expressed as a proportion of the whole, often shown as a percentage

To summarize:

B1, B2, and B3 represent gross amounts.
N1, N2, and N3 represent net amounts.
The different fields and calculations ensure accurate tracking and calculation of gross and net values in ADvendio:

	Label	Field API Media Campaign	Field API Campaign Item	Comment
1	List Price
2	= Sales Price		ADvendio__Sales_Price__c	= List Price if not manually changed
3	x (1 + Sales Price Surcharge %)		ADvendio__SurchargeSalesPricePct__c	Version 2.106 and up - Percentage gets applied first!
4	+ CPM / Sales Price Surcharge		ADvendio__SurchargeSalesPrice__c	Might be used to set a premium for targeting e.g. country, region, city
5	x Quantity
6	x Frequency
7	= Gross Amount (B3)	ADvendio__Gross_amount_B3__c	ADvendio__Amount_B3__c
8	x (1 + Surcharge B3 %)		ADvendio__SurchargeB3__c	Percentage gets applied first!
9	+ Surcharge B3 Abs.		ADvendio__SurchargeB3Abs__c
10	= Gross Amount (B2)	ADvendio__Gross_amount_B2__c	ADvendio__Amount_B2__c
11	x (1 + Surcharge B2 %)		ADvendio__SurchargeB2__c	Percentage gets applied first!
12	+ Surcharge B2 Abs.		ADvendio__SurchargeB2Abs__c
13	= Gross Amount (B1)	ADvendio__Gross_amount__c	ADvendio__Amount__c
14	- Quantity Discount Abs. Custom		ADvendio__RateDiscount1AbsCustom__c	Version 2.105 and up Absolute Amount gets subtracted first Don't mix those up with ADvendio__RateDiscount1Abs__c which is automatically calculating the absolute amount for you.
15	- Customer Discount Abs. Custom		ADvendio__RateDiscount2AbsCustom__c	Version 2.105 and up Absolute Amount gets subtracted first Don't mix those up with ADvendio__RateDiscount2Abs__c which is automatically calculating the absolute amount for you.
16	- Agency Discount Abs. Custom		ADvendio__RateDiscount3AbsCustom__c	Version 2.105 and up Absolute Amount gets subtracted first Don't mix those up with ADvendio__RateDiscount3Abs__c which is a automatically calculating the absolute amount for you.
17	- Special Discount Abs. Custom		ADvendio__RateDiscount4AbsCustom__c	Version 2.105 and up Absolute Amount gets subtracted first Don't mix those up with ADvendio__RateDiscount4Abs__c which is a automatically calculating the absolute amount for you.
18	x (1 - Quantity Discount (%))	ADvendio__Rate_Discount_1__c	ADvendio__Rate_Discount_1__c
19	x (1 - Customer Discount (%))	ADvendio__Rate_Discount_2__c	ADvendio__Rate_Discount_2__c
20	x (1 - Agency Discount (%))	ADvendio__Rate_Discount_3__c	ADvendio__Rate_Discount_3__c
21	x (1 - Special Discount (%))	ADvendio__Rate_Discount_4__c	ADvendio__Rate_Discount_4__c
22	= Customer Net (N1)	ADvendio__Discounted_Amount__c	ADvendio__Amount_net__c
23	x (1 - Agency Commission (%))		ADvendio__AgencyEarnings__c/ ADvendio__Agency_Commission__c	AE will only be part of calculation if AC checkbox is set to TRUE You can either use the picklist or the number field to enter a AE%, the number field always wins if both are filled The Media Configuration automatically sets AC Checkbox, if the Media Campaign has an Agency
24	= Agency Net (N2)	ADvendio__Amount_net_net__c	ADvendio__Amount_net_net__c
25	x (1- Third Party Commission (%))	ADvendio__Third_party_commission__c	ADvendio__ThirdPartyCommissionCustom__c	TPC will only be shown if the checkbox "show third party commissioning" is TRUE TPC is always part of item calculation (Amount N3) even if the checkbox is false
26	= Amount Net3 (N3)	ADvendio__Amount_net3__c	ADvendio__Amount_net3__c
27	(+ Non Media Costs)
28	= Taxable Amount (total)	ADvendio__TaxableAmountTotal__c		You can either use Agency Net (N2) or Amount Net3 (N3) as taxable amount, depending on the configuration.