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Planning: 'Rebate' & 'Rebated Cost' fields are now available.

Previously, the 'Cost' field was the only way to represent media investment. You can now analytically track rebate amounts and the resulting final media cost across your plan, reports, and exports without affecting the official approval workflow.

How is it Now: the 'Cost' Field

In the standard workflow, the 'Cost' field is the primary source of truth for financial commitments. The 'Cost' field follows a strict two-step approval process (Planning -> Pending Commitment -> Committed), and serves as the baseline to pace the Authorized Spend (Target) and calculate the Forecast.

What’s New: 'Rebate' & 'Rebated Cost' Fields

To provide better financial granularity, allowing you to define blackline provisions or reconcile with Compass data, two new fields are now available:

  • Rebate: A dedicated input field to enter the rebate amount (entered as a positive value, minimum is 0).

  • Rebated Cost: A calculation field showing the net investment (Rebated Cost = Cost - Rebate).

Key Takeaways

  • Global & Optional: Available for all countries and media types, but not mandatory for plan completion.

  • No Re-approval: Updating a Rebate does not trigger a new approval flow, even if the plan is already 'Committed'.

  • Customized Views: You can now personalize your Sheet View and Calendar View to include these additional fields and save them as private views.

  • Reporting & Exports: These fields are available in the Reports section and can be included in your Forecast Export templates.

⚠️ Note: The cost field remains the committed amount (for PO and invoice) and is the reference for the Authorized Spend.


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