View All of a Campaign's Orders

To view all of a campaign's orders, do the following:

• Navigate to the Orders tab of the desired campaign.

Download an Order

To download an order, do the following:

1. Navigate to the Order Details page of the desired order.
   
2. Optional: By default, the Order Details page displays the most recent version of the order. If desired, click the Version menu and select a different order version.
   
   
3. Optional: By default, the Order Details page uses the default Order Details template. If there are multiple Order Details templates and the order has not been sent yet, it is possible to select a different template. If desired, click the Template menu and select a different Order Details template.
   
   
4. Click Download Version.
   
   
5. Select the download format, a PDF file or an Excel sheet.

Revise a Confirmed Order

When revising an order that was already committed and confirmed, first make the desired changes on the Schedule grid. Then, re-commit the new or modified schedule lines. Re-send and re-confirm the order with the Order Partner as required.

To revise a confirmed order (an order with the status Confirmed), do the following:

1. Navigate to the Schedule tab of the campaign that contains the order to be revised.
   
   
2. On the Schedule tab, do the following:
   
   
   1. Make changes to the corresponding schedule lines (status is Committed) as desired.
      
      
   2. Click the Save Changes button. The new or modified schedule lines now have the status Draft - New or Draft - Revised.
      
      
   3. Optional: Depending on Agency or Enterprise settings, changes to a committed schedule may require re-approval. If the Commit button is inactive, re-obtain the necessary approvals before continuing.
      
      
   4. Select the new or modified schedule lines.
      
      
   5. Click the Commit button to re-commit the schedule and create a revised order.
      
      
3. Depending on Agency settings, order revisions are either automatically sent to an Order Partner or must be manually re-sent: Administration > Application Settings > Order Management > Automatically send Order revisions to Vendor on schedule changes.
   
   If automatically sending order revisions is enabled, no further user action is required. Otherwise, do one of the following to re-send the order:
   
   
   • If the Order Partner is configured for External Confirmation, follow the steps for sending an order to an External Order Partner.
     
     
   • If the Order Partner is configured for In-System Confirmation, follow the steps for sending an order to an In-System Order Partner.
     
     
   • If the Order Partner is configured for Auto-Confirmation, the revised order is confirmed as soon as the schedule is re-committed. No further action is required.

Cancel a Confirmed Order

When canceling an order or part of an order that was already committed and confirmed, first cancel the appropriate lines on the campaign schedule. Then, re-commit the schedule to create an order cancellation request. Send and confirm the cancellation request with the Order Partner as required.

To cancel a confirmed order (an order with the status Confirmed), do the following:

1. Navigate to the Schedule tab of the campaign that contains the order to be cancelled.
   
   
2. On the Schedule tab, do the following:
   
   
   1. Select the schedule lines (status is Committed) to be canceled.
      
      
   2. Click the Cancel button. The new or modified schedule lines now have the status Draft - Cancelled.
      
      
   3. Click the Save Changes button. 
      
      
   4. Optional: Depending on Agency or Enterprise settings, changes to a committed schedule may require re-approval. If the Commit button is inactive, re-obtain the necessary approvals before continuing.
      
      
   5. Select the schedule lines (status is Draft - Cancelled) to be cancelled.
      
      
   6. Click the Commit button to re-commit the schedule and create an order cancellation request within OneStrata.
      
      
3. On the Order tab, open the Order Details page of the order.
   
   
4. Send the Order Partner an order cancellation request by clicking the Cancel button:
   
   
   • If the Order Partner is configured for External Confirmation, notify the Order Partner about the order cancellation request outside of OneStrata. When the Order Partner confirms the order cancellation request, upload a confirmation document on the Order Details page.
     
     
   • If the Order Partner is configured for In-System Confirmation, the Order Partner must confirm or decline the order cancellation request within Vendor Inbox.
     
     
   • If the Order Partner is configured for Auto-Confirmation, the order cancellation request is automatically accepted. No further action is required.