Campaign Management Module

Schedules

Conflicting Draft-Revised Schedule Changes Are Automatically Discarded After Invoicing

What is it? The backend logic for interactions between the Schedule grid and the external financial system was updated, helping keep the two systems aligned.

Clearing or matching an invoice against the billing periods of a Cost Line automatically discards draft-revised changes made to certain fields on that Cost Line (for a list of fields, see below). A draft-revised change is a change that is saved, but not committed.

• Previously, if a Cost Line had any draft-revised changes, clearing or matching an invoice against that Cost Line caused an "Outdated Drafts" warning to be displayed on the Schedule grid. This warning prompted users to manually discard all draft-revised changes, even if the draft-revised change was not related to the invoicing process.
• Now, conflict checks are more targeted and automatic. Clearing or matching an invoice against a Cost Line automatically discards conflicting draft-revised changes made to that Cost Line. A banner that notifies users which Cost Lines have been impacted is displayed.

A draft-revised change is conflicting if it contains a change made to any of the following fields used in the invoicing process:

How am I affected? The following conditions apply:

• If a Cost Line has any conflicting draft-revised changes, all draft changes made to that Cost Line are discarded.
  • For example, if a Placement line has a conflicting draft-revised change to the Estimate ID field (used in the invoicing process) and a draft change to the Name field (not used in the invoicing process), both changes are discarded.
  • For example, if a Media Package line has a conflicting draft-revised change to the Start Date field and a draft-new child Placement line, both the change and the new line are discarded.
• If a fee (a non-media Cost Line) is assigned to a media Cost Line, only draft-revised changes made to the invoiced Cost Line are automatically discarded.
  • For example, if a Placement and its assigned fee both have draft-revised changes, when the Placement is invoiced, the draft-revised changes made to the Placement are discarded but the draft-revised changes made to the fee are not discarded.
  • Instead, a banner that notifies users that the two lines may be out of sync is displayed. The user is prompted to manually review and adjust any possible discrepancies.

Where is it? This change affects the Schedule grid, located on the Schedule tab.

Do I need to do anything? No — this change is automatically applied to all OneStrata enterprises.

Distribute Fee Costs Relative To Media Activity

What is it? There is a new cost distribution method for Assigned fees called Per Media, helping keep media and fee costs more aligned.

• Previously, Assigned fees had two options for distributing billing period costs, Pro Rata and Even.
  • Pro Rata: Total cost is distributed proportionately, according to the number of days in each billing period relative to the total number of days.
  • Even: Total cost is distributed evenly, with each billing period receiving the same amount.
  • These methods distribute fee costs independently of the activity levels of the media Cost Line that the fee is assigned to.
• Now, there is a third option; this method is also the new default cost distribution method for Assigned fees.
  • Per Media: Total cost is distributed according to the relative activity (units or cost) of the media Cost Line that the fee is assigned to.
  • For example, imagine a media Cost Line that runs from July to August, with 20% of its activity running in July and 80% of its activity running in August.
  • If a fee assigned to this Cost Line has the Per Media distribution method, 20% of the total fee cost is billed in July and the remaining 80% in August.

For more information, see About Cost Distribution Methods.

Where is it? This new distribution method affects Assigned fee billing periods, which are managed on the Billing Periods grid, located on the Schedule tab.

How am I affected? Any existing Assigned fees remain as-is, with their previous cost distribution method.

By default, any new Assigned fees have the Per Media cost distribution method.

Do I need to do anything? No — this new distribution method is automatically available for all OneStrata enterprises.

External Integrations

Unlink an Ad Server Placement from a Canceled Ad Placement

What is it? For an external ad server placement linked to an Ad Placement, if the Ad Placement is canceled, the ad server placement can be unlinked from the Ad Placement. The ad server placement can then be linked to a different Ad Placement.

Previously, ad server placements could not be unlinked from canceled Ad Placements; the only option was to also cancel the linked ad server placement.

Where is it? This new feature affects Ad Placements and ad server placements, which are managed on the Ad Server grid, located on the External Integrations tab.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Actualization

Edit Billing Periods During Actualization

What is it? Users can edit the following fields at the Billing Period line level, providing more flexibility and precision during actualization:

• Standard Actualization grid: Actual Cost for Period, Actual Rate, and Actual Units
• Margin Actualization grid: Vendor Net Cost (VC), Client Net Cost (VC), Margin %, and Actual Units

Previously, users could manually enter values for these fields at the Cost Line level but not at the billing period level.

With this feature, users can now individually edit the actual values for multiple billing periods at the same time.

Where is it? This new feature affects the Standard Actualization and Margin Actualization grids, located on the Actualization tab.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Customize the Standard Actualization and Margin Actualization Grids

What is it? The Standard Actualization and Margin Actualization grids are more customizable:

Where is it? These new features affect the Standard Actualization and Margin Actualization grids, located on the Actualization tab.

Do I need to do anything? No — these new features are automatically available for all OneStrata enterprises.

Lock Values When Applying External Source Data During Actualization

What is it? When applying a Site or 3rd Party source during actualization, users can lock the actual value columns of a Cost Line to prevent the committed cost, units, or rate from being overwritten by the external data source.

• Previously, the Actual Rate value could be locked when applying an external data source, but the Actual Cost for Period and Actual Units values could not be locked.
• Now, the Actual Cost for Period and Actual Units values can also be locked.
  • Locking the Actual Cost for Period value can be used to represent an agreement to only pay for the committed cost, even if the actual number of units is greater than the committed units.
  • Locking the Actual Units value can be used to represent an agreement where the actual cost and the planned rate are required.

Depending on which value is locked when the external data source is applied, different values are recalculated:

• The Actual Cost for Period value is locked: The Actual Units value is retrieved from the external data source and the Actual Rate value is recalculated.
• The Actual Units value is locked: The Actual Cost for Period value is retrieved from the external data source and the Actual Rate value is recalculated.
• The Actual Rate value is locked: Depends on the values provided by the external data source.
• For more information, see Types of Actual Value Sources.

Since the actual value columns are locked at the Cost Line level, the locked column selection applies to all the billing periods displayed under that Cost Line.

Where is it? This new feature affects the Standard Actualization grid, located on the Actualization tab.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Reports Module

Data Warehouse

Data Warehouse Data Dictionary is Available

What is it? The OneStrata Data Warehouse Data Dictionary is now available! For descriptions of the fields in the OneStrata Data Warehouse, see OneStrata Data Warehouse Data Dictionary.