Campaign Management Module

Actualization

Billing Period Filter Remains When Switching Between Standard and Margin Actualization

What is it? When switching between the Standard Actualization and Margin Actualization grids, billing period months selected through the Billing Period filter remain selected. This makes it easier to actualize a campaign for a specific timeframe, across both standard and margin activity.

• Previously, switching between the two actualization grids would always cause the Billing Period filter to reset, and the user would have to reapply the filter.
• Now, if the Billing Period filter is used to select a certain timeframe on one grid, switching to the other grid maintains that selection, as long as there is activity for that timeframe on the other grid. If there is not, the Billing Period filter resets.

For example, imagine a campaign with two Cost Lines:

• Standard Cost Line: Runs from August 1st to December 31st.
• Margin Cost Line: Runs from September 1st to September 30th.

On November 10th, a user goes to the Standard Actualization grid:

• The month of October is displayed; for in-flight campaigns, the previous month with activity is displayed by default.
• If the user filters for September and switches to the Margin Actualization grid, the Margin Actualization grid is also filtered for September.
• If the user filters for August and switches to the Margin Actualization grid, the Billing Period filter resets because there is no margin activity in August. The Margin Actualization grid displays September, the previous month with margin activity.

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

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

Administration Module

User Management

Change Agency Users to Seller Users

What is it? For enterprises with the Internal Seller workflow enabled, an Agency user can be changed to a Seller user, giving the user the ability to manage internal orders within Vendor Inbox.

Previously, once a user was created as an Agency user, its user type could not be changed.

Note: Agency users can be changed to Seller users, but Seller users cannot be changed to Agency users. For more information, see Change an Agency User to a Seller User.

Where is it? This new feature affects the following areas:

• User records, which are managed on the Admin > User Management > Users tab
• Vendor Inbox

Do I need to do anything? No — this new feature is automatically available for all enterprises that have the Internal Seller workflow enabled.

Other

Vendor Inbox

General Vendor Inbox Updates

What is it? Changes were made to the Vendor Inbox UI, making the UI more consistent and more aligned with OneStrata.

These changes include:

• Removed columns
  • From the Vendor Orders grid: First Spot/Unit Date and Sent / Updated Date
  • From the Vendor Order Billing grid: Invoice Lock
• Standardized styling for statuses, spacing, text alignment, and text truncation.

Where is it? These UI changes affect the entire Vendor Inbox platform.

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