4.16.1 How to Create Commitments and Conditions

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Last updated: 2023-06-15 by Former user (Deleted)
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1. Create Commitments

To create a new Commitment navigate to the Overview Tab and select the Commitment Object or alternatively click on the related lists in your Account or Advertiser-Agency-Relation.

Select a Commitment record type if applicable:



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

  • Agency Earnings are commitments only for Agency earnings. You need to select an Agency and all conditions are only applied to the media campaign related to that agency.

  • Third-Party Commission is applied in a similar manner to that of agency earning but according to the matching criteria relevant to intermediary related to a particular 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. You can set a Legal Entity to ensure that only Media Campaigns which have the same Legal Entity (or none) assigned will match.



  3. Assign a validity period.

  4. Give it a status.

  5. Check the active checkbox only after the commitment has been agreed upon and when all the related commitment conditions have been added.

  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 the Custom label: "ModifyApprovedRecordNotAllowed" and can be changed by your admin.

  7. Click "Save".

Make sure to do the following:

When your Commitment is Approved and/or Active don't change the Commitment or any related Conditions  - Only the fields below are allowed to be changed.

IMPORTANT: we discourage to change the following fields below once their status has already been changed:

  • Active__c Status should not be activated again once deactivated

  • Approved__c Status should not be approved again once unapproved

  • ClosingDate__c Status should not be changed once already changed

  • Status__c Status should not be changed again once already changed

2. Add Commitment Conditions

Next, open the related list to the Commitment Conditions and click on New. Here you store your commitment conditions which are the object of your agreement. You can add multiple records if needed and even add a hierarchy by using the Shared Revenue Scale record type.

When using the Advanced Commitments you can additionally define matching criteria to your Commitment Conditions which will be taken into account when applying the Commitment Conditions to Campaign Items based on certain runtimes.

To get started, choose one of the following options:

 

The following Commitment Conditions record types are available:

  1. Rebate in Kind

  2. Agency Earning

  3. Rebate in Kind %

  4. Scaled Discount (Amount)

  5. Scaled Discount (Page)

  6. Scaled Discount (Quantity)

  7. Shared Revenue Scale

  8. Special Discount

  9. Third-Party Commission

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

Section: Information

Depending on your type of discount and Rebate fill in the required fields and save. In Scaled Discounts, you have the option to link to a "master" record condition which has to total turnover which you can then grant for several conditions. 

Section: Matching Criteria

You can either use an Advertising Medium to cluster your commitments or optionally the media classification (if defined: 3.1.6 Media Type, Segment, and Differentiation.) Select the appropriate types to classify which advertisements are counting towards this commitment. Also, make sure that you understand the hierarchy of commitment conditions if you happen to use those. 

Section: Discounts

Enter here the discounts you like to grant. 

  • Cash Discount Advertiser translates into the Customer Discount on your Campaign Item and is a % value.

  • Cash Discount Agency maps to the Agency Discount and is a % value.

  • The Special Discount is any other kind of discount not related to the advertiser or Agency and is also a %.

Section: Unit

Also, make sure to specify a Unit Type. This will be used similarly 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.

For Example, A full page Ad will have a Page Equivalency of "1.00". A Half Page Ad will have a Page Equivalency of "0.50". If defined in the Commitment Condition, this value will be compared to the field "Single Product Page Equivalency" at the AdType object to ensure only products with the same Page Equivalency will be counted to this Commitment Condition.