Commitments

General data

General data
  1. Name of the commitment
  2. From/ To - validity of the cmt (usually from 01.01. until 31.12.)
  3. Comment - optional textfield for comments and memos
  4. Commmitment levels - the available levels are displayed in this grid. The active level is highlighted in grey.
  5. Orders - selection of the orders that are relevant for the cmt
  6. Creates a new cmt-level
  7. Creates a report on cmt-compliance of all commitments that are valid during the current year
  8. Calculation of cmt demands and actual figures. This report is only displayed in a pop up.
  9. Creates a booking report for the cmt
  10. Creates a summary of the contract data in a pop up.
  11. Creates a summary of the cmt's counting and demanding suborders in a pop up.
  12. Creates a new PH record.
  13. Creates a report on product classes that are allocated to the PH level.
  14. Reorganizes the SoA values
  15. Creates a summary of the cmt's advertisers' SoA values.
  1. Refresh of the rebates-in-kind (NR) without reorganization.
  2. Reorganization of suborders that are selected for the calculation of the percental limit of the rebate-in-kind.
  3. If the flag is set, the selected suborders are included in the calculation of the percental limit of the rebate-in-kind.
    If the flag is not set, the limit for the rebate-in-kind (in total) can be set manually.
  4. Manual input of suborder limits. The suborders cannot be booked beyond the limits.
  5. Rebate-in-kind-suborders are enabled for percental calculation of the budget limit through activating the highlighted checkbox.

Commitment level

Commitment level
  1. Name of the connected cmt
  2. The cmt level can only be activated via special action.
  3. ???
  4. Lock - only inactive levels can be locked.
  5. Target volume - the target budget for the cmt level is entered in this field and refers only to cmt-counting order types.
  6. Summary of discount rates and indices. Cashback, agency commission and saleshouse commission are determined in the commitment's settings-tab which will be described in chapter "Contract settings". The discounts are detailed in the following steps.

    Client index = (target volume - cash discount) / (target volume + rebate in kind)
    Saleshouse index = [(target volume - cash discount) - agency commission - cashback] / (target volume + rebate in kind)
    Channel index = [(target volume - cash discount) - agency commission - cashback - saleshouse commission] / (target volume + rebate in kind)
  7. Copies the cmt level
  8. Activates the cmt level. Please note: only one level can be active at a time. The former active level will automatically be disabled on activating a new one.
  1. Set the flag to enable the cmt level for short-term discounts. You can either define a discount percentage based on MG1 or a general price reduction in %.
  2. You can select up to 3 cash discounts.
  3. The cash discount rates are entered as percentage.
  1. You can select up to 11 rebates in kind.
  2. The bonus rates are entered as percentage. This means that x % of the booked budget (only of cmt-counting order types!) is additionally granted and can be used for charge-free spots on cmt-demanding order types.
  1. The SoA (Share of Advertise) target in % is entered in this field.
  2. The current SoA is displayed here.
  3. Displays the channel's SoA budget.
  4. Displays the total SoA budget.
  5. N3 = (target volume - cash discount) - agency provision - cashback
  6. ???

Contract data

Contract data
  1. Once you change the status and save the record, the respective fields are automatically filled with the current date (e.g. set status to "sent" --> field "Proposal sent" will be updated with current date).
  2. Optional selection of a former cmt
  3. Optional selection of a contact person of the advertiser
  4. Optional selection of a contact person of the agency
  5. Optional selection of up to two key accounts
  6. The flag indicates that PH records are available for the cmt.

Contract settings

Contract settings

The settings tab contains information for forecast calculation on the cmt which is done in the active cmt level. Cashback and agency commission are determined by the selected invoice parameter. The saleshouse commission needs to be entered manually.

PH (Performance Hedge)

PH (Performance Hedge)

PH records are created via special action. They can be deleted by clicking on the waste bin-icon and afterwards saving the cmt. But note: deleting the PH record leads to automatically deleting all its PH levels aswell and this cannot be undone once you saved the cmt!

PH levels are created via special action. You can delete them by clicking on the waste bin-icon and afterwards saving the PH record. But note: deleting the PH level leads to automatically deleting all its performance values aswell and this cannot be undone once you saved the PH record!

  1. Optionally you can enter a name for the PH level.
  2. Set the flag to activate the PH level. Only 1 level can be active per PH record.
  3. PH type - Selection of the PH type. The visibility and location of fields might vary depending on which PH type is selected.
  4. Ordergroup assesment base - selection of an ordertype group that will be used as base for calculation of the PH demand.
  5. Calculation assesment base per suborders - if you want to limit the calculation base to specific suborders, you select them in this grid. Please note: you can either select an ordertype group OR suborders for the assessment base, not both!
  6. Ordertype group demand - selection of an ordertype group that will be used for PH demand
  7. Calculation acceptance per suborders - if you want to limit the PH demand to certain suborders, you select them in this grid. It is possible to both select an ordertype group AND suborders.
  8. Target group - selection of a target group
  9. Rate types - selection of a rate type group
  10. To include different or additional rate types for calculation than imported with the TKP values you can optionally select them here.
  11. Set the flag to ignore the rate type for calculation.
  12. Timelines - selection of timelines that will be relevant for PH calculation
  13. Temporal base - the selection determines the amount of performance values that will be created
  14. Calculation base - shall the PH be calculated on MG1 or MG2?
  15. Calculation - shall the calculation be done on-hundred or in-hundred?
  16. Respect negative values in timeslot -
  17. Respect negative values in time basis -
  18. Free index -
  19. Variable in percentage -
  20. Reporting output -
  21. Product class - optional selection of a product class for product class reporting
  22. Activates the PH level.
  23. Creates performance values depending on the selected temporal base (year --> one record for the entire year / quarter --> 4 records / month --> 12 records)
  24. not in use anymore since all performance value records are created at one go which makes the copy functionality redundant
  25. Creates the PH report
  26. Creates a PH report for internal use
  27. Reorganizes the PH calculation
  1. Names of commitment and PH record
  2. Mandatory selection of a media combi. The PH level will be valid for the respective suborders on this media combi.
  3. Validity range of the level
  4. Target volume that will be covered by the PH level.
  1. If the PH level has a name, it is displayed here.
  2. Target TKP/ GRP values for each timeline that was selected in the PH level
  3. Actual TKP/ GRP values for each timeline that was selected in the PH level
  4. Creates the PH report