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Table of Contents


Overview

The Order Details page contains detailed information about a specific order.

Order Details > Overview Tab UI Elements

The Order Details > Overview tab provides a summary of the order.

The Overview tab contains the following elements:


Item

Description

1Overview section

General information about the order, for the selected order version:

  • Name: The name of the order.
  • Status: The status of the order.
  • Last Updated Date: The date that the order was most recently updated in OneStrata.
  • Last Updated By: The name of the OneStrata user who most recently updated the order.
  • New Items: The number of new lines in the order.
  • Revised Items: The number of revised lines in the order.
  • Cancelled Items: The number of canceled lines in the order.
2Template menu

The Order Details template being applied.

3Version menu

The selected order version. By default, the most recent order version is displayed.

Click the Version menu to change the order version, if more than one version exists.

4Order Details navigation tabs

Use these tabs to navigate between the Overview and Billing tabs.

5

Campaign Details section

Information about the campaign that the order is part of:

  • Campaign Name: The name of the campaign.
  • Order ID: The OneStrata-generated identifier of the order.
  • Client: The client of the campaign.
  • Flight Date: The start and end dates of the campaign.
  • Product: The product of the campaign.
6Comment History section

Any comments made by the agency buyer or vendor during the order confirmation process, for the selected order version.

7Agency section

Information about the Agency:

  • The Agency entity associated with the campaign.
  • The OneStrata user that created the campaign.
  • The Business unity associated with the campaign, if any.
8Order Partner Info section

Information about the Order Partner:

  • The name of the Order Partner.
  • For an In-System Order Partner: The name and email address of the vendor contact that the order was sent to.
  • The billing address of the Order Partner. 
9Payee section

Information about the Payee:

  • The name of the payee.
  • The billing address of the payee.
10Order section

The cost of the order, for the selected order version:

  • Total cost
  • Media gross cost
  • Media net cost
  • Non-media cost
  • Taxes

If there is an earlier order version, the previous order version's total cost is also displayed.

11

Order Details grid

Information about the Cost Lines in the order, for the selected order version.

For more information, see Order Details Grid Reference.

12Terms & Conditions section

The set of Terms & Conditions linked to the Order Partner. 

Click the link to download a PDF copy of the Terms & Conditions.

13Order Documents section

Any documents that were previously uploaded to the order.

Click Upload Document to upload another document.

14More Information section

Space for additional order-related information.

15Order Confirmation section

Information about the order confirmation process:

  • (Agency Name) Confirmation
    • Name: The name of the OneStrata user who sent the order.
    • Date: The time and date that the order was sent.
  • Order Partner Confirmation
    • Name: The name of the OneStrata or Vendor Inbox user who confirmed the order.
    • Date: The date that the OneStrata or Vendor Inbox user confirmed the order.

 For External Order Partners: The uploaded confirmation document is linked and can be downloaded.

16

Action buttons

Actions that can be done on the Order Details page:

  • Close: Click to close the Order Details page and return to the Orders tab.
  • Download Version: Click to download the selected order version.
  • Send button: Click to send the order to the Order Partner.

The following buttons are only available if the order has been sent to an In-System Order Partner:

Order Details Grid Reference

Important:

  • The columns and column order of the Order Details grid are defined by the Order Details template. For more information, see Order Details Template and System Default Order Details Template.
  • For revised orders:
    • If the Only show changes toggle is on, the Vendor Order Details grid only displays rows that contain values that have changed from the previous order version.
    • If the Highlight changed values toggle is on, any values that have changed from the previous order version have a yellow background.

The Order Details grid displays information about the Cost Lines in a specific order and order version. The values in the Order Details grid are copied from the Schedule grid columns with the same name.

The following table describes the default columns and column order of the Order Details grid:

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Input Type

Column Name

Description

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Line Type

The type of Schedule Grid line.

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Status

The status of the Schedule grid line.
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ID

The OneStrata-generated identification number of the Schedule grid line.
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External Provider ID

 

On an Order Details template, the External Provider ID field is not a unique field that can be added or removed from the template.

Instead, the External Provider ID field is "tied" to the Id field; if the Id field is added to an Order Details template, any Order Details grids generated from that template includes the ID and External Provider ID columns.

The identification number used by the external integration provider for the linked external entity.

This value only applies to Cost Lines that are linked to a DSP insertion order, search campaign, or social campaign:

  • For a Cost Line that is linked to a DSP insertion order, the External Provider ID value is the DSP insertion order ID used by the DSP provider.
  • For a Cost Line that is linked to a search campaign, the External Provider ID value is the search campaign ID used by the Search provider.
  • For a Cost Line that is linked to a social campaign, the External Provider ID value is the social campaign ID used by the Social provider.

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Start Date

The start date of the Schedule grid line.

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End Date

The end date of the Schedule grid line.

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Supplier

The Supplier entity assigned to the Schedule grid line.

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Name

The name of the Schedule grid line.

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Format

The format type of the Schedule grid line.

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Format Dimension

The dimensions of the Schedule grid line.

  • If Format is a display type like Square or Banner, the Format Dimension value is in pixel dimensions
  • If Format is a video type like Preroll or Midroll, the Format Dimension value is in seconds

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Rate Type

The rate type of the Schedule grid line.

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Vendor Net Rate (VC)

The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.

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Units

The number of units being purchased.

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Vendor Net Cost (VC)

The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.

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Unit Calendar

A high-level summary and visual representation of a Schedule grid line's flight periods.

For more information, see Unit Calendar Bars.

Order Details > Billing Tab UI Elements

The Order Details > Billing tab provides information about the billing periods of each Cost Line in the order.

The Billing tab contains the following elements:


Item

Description

1Order header

See Order Details > Overview Tab UI Elements.

2Template menu
3Version menu
4Order Details navigation tabs
5

Filters icon

Filter the billing periods that are displayed on the Order Billing grid.

6

Search bar

Search for a billing period by name or ID.

7

Columns icon

Customize the columns and column order of the Order Billing grid.

8

Order Billing grid

Information about the billing periods in the order, for the selected order version.

For more information, see Order Billing Grid Reference.

9Action buttons

See Order Details > Overview Tab UI Elements.

Order Details Grid Reference

The columns and column order of the Order Details grid are defined by the Order Details template. For more information, see Order Details Template and System Default Order Details Template.

The Order Details grid displays information about the Cost Lines in a specific order and order version. The values in the Order Details grid are copied from the Schedule grid columns with the same name.

The following table describes the default columns and column order of the Order Details grid:

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Input Type

Column Name

Description

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Line Type

The type of Schedule Grid line.

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Status

The status of the Schedule grid line.
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ID

The OneStrata-generated identification number of the Schedule grid line.
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External Provider ID

 

On an Order Details template, the External Provider ID field is not a unique field that can be added or removed from the template.

Instead, the External Provider ID field is "tied" to the Id field; if the Id field is added to an Order Details template, any Order Details grids generated from that template includes the ID and External Provider ID columns.

The identification number used by the external integration provider for the linked external entity.

This value only applies to Cost Lines that are linked to a DSP insertion order, search campaign, or social campaign:

  • For a Cost Line that is linked to a DSP insertion order, the External Provider ID value is the DSP insertion order ID used by the DSP provider.
  • For a Cost Line that is linked to a search campaign, the External Provider ID value is the search campaign ID used by the Search provider.
  • For a Cost Line that is linked to a social campaign, the External Provider ID value is the social campaign ID used by the Social provider.

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Start Date

The start date of the Schedule grid line.

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End Date

The end date of the Schedule grid line.

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Supplier

The Supplier entity assigned to the Schedule grid line.

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Name

The name of the Schedule grid line.

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Format

The format type of the Schedule grid line.

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Format Dimension

The dimensions of the Schedule grid line.

  • If Format is a display type like Square or Banner, the Format Dimension value is in pixel dimensions
  • If Format is a video type like Preroll or Midroll, the Format Dimension value is in seconds

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Rate Type

The rate type of the Schedule grid line.

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Vendor Net Rate (VC)

The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.

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Units

The number of units being purchased.

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Vendor Net Cost (VC)

The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.

Copied

Unit Calendar

A high-level summary and visual representation of a Schedule grid line's flight periods.

For more information, see Unit Calendar Bars.

Order Billing Grid Reference

The Order Billing grid displays information about the billing periods of each Cost Line in a specific order and order version.

The following table describes the columns and column order of the Order Billing grid:

Column NameDescription
Cost Line ID

The OneStrata-generated identifier of the Cost Line that the billing period belongs to.

Cost Line Name

The name of the Cost Line that the billing period belongs to.

Billing Period Id

The OneStrata-generated identifier of the billing period.

Status

The status of the billing period:

  • Active
  • Cancelled
Start Date

The start date of the billing period.

End Date

The end date of the billing period.

Rate Type

The rate type of the billing period.

Units

The number of units in the billing period.

Vendor Gross

The Vendor Gross Cost of the billing period.

The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.

Vendor Net

The Vendor Net Cost of the billing period.

The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.

External ID

The identifier used by an external finance system to refer to the billing period, if any.

A billing period only has an external ID if it has been exported to an external financial system.

Actualization Status

The actualization status of the billing period:

  • Actualized: The billing period has been actualized in OneStrata.
  • Not Actualized: The billing period has not been actualized in OneStrata.
Invoice Status

The invoice status of the billing period:

  • Not Invoiced: The external finance system does not have an invoice record reconciled against the billing period.
  • Matched: The external finance system has an invoice matched against the billing period.
  • Cleared: The external finance system has cleared an invoice for payment against the billing period.
Invoiced Amount

The sum of all invoices that have been matched or cleared against the billing period.

Estimate ID

The OneStrata-generated identifier of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Estimate Name

The name of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Cost Category

The cost category of the Cost Line that the billing period belongs to.

Product ID

The identifier of the product associated with the billing period (the product of the campaign that the billing period belongs to).

Product Name

The product associated with the billing period (the product of the campaign that the billing period belongs to).

Estimate Start Date

The start date of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Estimate End Date

The end date of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Estimate Budget

The budget of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Estimate Currency

The currency type of the estimate associated with the billing period (the estimate that is linked to the Cost Line that the billing period belongs to).

Purchase Order ID

The unique, OneStrata identification number of the purchase order associated with the Billing Period line.

Invoice Lock

Whether the billing period is locked or unlocked.

  • Lock: The billing period has been actualized in OneStrata and is locked; no changes can be made to the billing period without unlocking its corresponding invoice in the external financial system.
  • Unlock: The billing period has not been actualized in OneStrata and is not locked; changes can be made to the billing period.
Client Gross

The Client Gross Cost of the billing period.

The amount that the client is quoted, before any discounts are applied.

Client Net

The Client Net Cost of the billing period.

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

The Client Total Cost of the billing period.

The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

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