Create, view, and delete rate cards

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Microsoft Dynamics Marketing provides robust functions to help users create and manage rate cards which contain 'standard' rates for the media you buy and sell.

To work with rate cards, you must have the Media Buyer type and also have privileges for at least one type of media that uses rate cards. More information: Work with user accounts and staff contacts

Each media outlet has its own set or rate cards. To work with them:

  1. Go to Assets & Media > Media Planning > Media Outlets.

  2. This brings you to the Media Outlets list page. From here, either open an existing outlet or create and save a new one.

  3. Open the Rate Cards related-information tab from the drop-down at the bottom of your selected Media Outlet maintenance page.

  4. The Rate Cards tab provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.

When you create or edit a rate card, the following fields and settings are available:

Field

Description

Active

Mark this check box to activate the rate card.

Market

Specify the market the rate card is for. More information: Markets

Media Outlet

Specify the media outlet the rate card is for.

Rate Card Name

Specify the name of the rate card.

Organization

Specify the organization the rate card belongs to.

Created By

Specify the name of the person who created the rate card.

Company

Specify the company the rate card is for.  A company is not required but if specified, restricts usage of the rate card to the specified company.

Currency

Specify the currency of the rates in the rate card. A currency must be specified if the site is configured to support multiple currencies.

Billing Account

Specify the default billing (invoicing) account associated with the rate card.

Expense Account

Specify the default expense (payment) account.

Valid From

Specify the date the rate card is valid from.

Valid To

Specify the date the rate card is valid to.

Rating File

If you have a Nielsen or Arbitron subscription, you can specify the rating file to associate with the rate card. Rating files provide rating points and additional information.

Default Demo(graphic) Segment

If you have a Nielsen or Arbitron subscription, you can specify the default Demo to associate with the rate card. The default demo is used by Microsoft Dynamics Marketing as a default on orders and invoices and to default rating point values.


System_CAPS_noteNote

Once a rate card has been saved, the media outlet, rating file and market can no longer be changed.

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