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Financial Order Management Page UI Elements

The Financial Order Management page displays information about an enterprise's financial orders.

The Financial Order Management page has the following elements:

#ItemDescription
1Collapse/Expand

Depending on how the enterprise is configured, financial orders are grouped by campaign and then by estimate, or by estimate and then by campaign.

By default, the list of all financial orders has all rows expanded:

  • If all rows are expanded, click to collapse all rows
  • If all rows are collapsed, click to expand all rows
2

Filters icon

Click the Filters icon to open the filter pane and filter through the list of financial orders.

3

Search bar


Search for a campaign or estimate by:

  • Identifier (Campaign ID or Estimate ID)
  • Name (Campaign Name or Estimate Name)
  • External identifier (Campaign EID or Estimate EID)
4Cost Type Options

Select a cost type to determine how values in the Total Cost column are displayed.

Changing the cost type that is displayed does not change how the financial order is exported; all cost types are included in the exported financial order.

There are five cost types options:

  • Vendor Gross: The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.
  • Vendor Net: The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.
  • Client Gross: The amount that the client is quoted, before any discounts are applied.
  • Client Net: The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added.
  • Client Total with Tax: The amount that the client is charged, after any discounts are applied and after any commission or taxes are added.
5

Export Financial Order button

Click to manually export the selected financial orders:

  • If no financial orders are selected, the Export Financial Order button is inactive.
  • If one or more financial orders are selected, the Export Financial Order button is active.


6

Financial Order Management (FOM) grid

A list of all financial orders, grouped by Estimate and Media Campaign.

For more information, see Financial Order Management (FOM) Grid Reference.

Financial Order Management Grid Reference

The following table contains information about the columns in the Financial Order Management (FOM) grid:

Column nameDescription
Estimate

The name of the estimate associated with the financial order, including:

  • ID (Estimate ID): The OneStrata identifier of the estimate.
  • EID (External ID): The identifier of the estimate used by an external media finance system (such as SBMS), if any.
Media Campaign

The name and identifier of any campaigns linked to the estimate.

Financial Order ID

The OneStrata identifier of the financial order.

Financial Order Status

The export status of the financial order to an external media finance system, such as SBMS:

  • Unsent: The most recent version of the financial order has not been sent or uploaded to the external media finance system.

  • Sent: The most recent version of the financial order was successfully sent and uploaded to the external media finance system.

  • Failed: The most recent version of the financial order was sent to the external media finance system, but was not successfully uploaded.

Export Summarization

The summarization type of the financial order when it is exported or uploaded to an external media finance system.

Status Message

More information about the financial order export status, if any.

  • If Financial Order Status is Unsent, the status message displays information about the unsent financial order.
    • If financial order revisions based on estimate updates is enabled but automatic financial order exports are not enabled, changes to an estimate will cause a new financial order version to be created. However, this new version is not automatically sent.

      In this scenario, the status message of the unsent financial order is "Order: Status changed based on modifications to the Estimate".
    • Otherwise, there is no status message.

  • If Financial Order Status is Sent, the status message confirms that financial order was successfully exported to the external media finance.
    • For example, "BillingPeriod 123: Successfully created in SBMS".

  • If Financial Order Status is Failed, the status message contains troubleshooting information.
    • For example, "Order : Cannot determine order module". 

Agency

The Agency associated with the financial order.

Business Unit

The Business Unit associated with the financial order.

Client

The Client associated with the financial order.

Client Group

The Client Group associated with the financial order, if any.

Media

The media type of the financial order.

Payee

The Payee of the financial order.

Order Partner

The Order Partner of the financial order.

Supplier

The Supplier of the financial order.

Start Date

The start date of the financial order.

End Date

The end date of the financial order.

Currency

The currency of the financial order.

Cost Type

The cost type of the financial order:

Total Cost

The total cost of the financial order, campaign, or estimate, in the selected cost type.

Financial Order Version

The order version of the financial order.

New financial order versions are triggered by:

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