Overview

This page contains a description of the OneStrata system default templates.

Input Types

This section describes the possible ways that cells receive their values in OneStrata:

Editable By User	Input Type	Description
Sometimes	Applied	The value is automatically assigned, or "applied" to the cell, based on the value of one or more related cells. For example, there may be a Commission record that is automatically assigned to any Schedule grid line associated with a specific Supplier entity,
No	Calculated	The numeric value is automatically calculated by OneStrata, according to a pre-defined system default formula or according to a user-defined formula.
Sometimes	Concatenated	The text value is automatically created by OneStrata, according to a user-defined concatenation formula. The concatenation formula specifies which other field values are concatenated, in what order, and by which delimiter.
No	Copied	The value is a read-only copy of another cell. The original cell is possibly located on another grid or page.
Yes	Entered	The value is entered by the user.
No	Generated	The value is automatically generated by OneStrata.
Yes	Selected	The value is selected by the user, from a list of pre-defined options.
Sometimes	Triangulated	The value is part of a triangulation set.

System Default Advertiser View Template

The Advertiser View template defines the information included on the following items:

The Advertiser View page, located on the Schedule tab.
The downloaded Advertiser View page, which is exported as an Excel file.

General Settings

The following table describes general settings on the Advertiser View template:

Setting Name

Description

Include Logo

Whether or not the client and agency logos are displayed on the Advertiser View page.

By default, this setting is not enabled.

Include Terms and Conditions

Whether or not a Terms and Conditions record is included on the Advertiser View page.

By default, this setting is not enabled.

Advertiser View - Campaign Details Section

The Advertiser View - Campaign Details section displays general information about the campaign.

The following table describes the default columns and column order of the Advertiser View - Campaign Details section:

	Column Name	Description
1	Start Date	The start date of the campaign.
2	End Date	The end date of the campaign.
3	Campaign Name	The name of the campaign.
4	Budget	The budget of the campaign.
5	Product	The product of the campaign.

The following table describes the other columns that can be added to the Campaign Details section:

Column Name	Description
Version	Not currently available.
External ID	The external identifier of the campaign.
Purchase Order Number(s)	The identifier of the purchase order(s) associated with the campaign, if any.
Market(s)	Not currently available.

Advertiser View - Schedule Section

The Advertiser View - Schedule section displays information about the media and non-media purchases in the campaign, grouped by Order Partner. The values in this section are copied from the Schedule grid columns with the same name.

The following table describes the default columns and column order of the Advertiser View - Schedule section:

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	Input Type	Column Name	Description
1	Copied	Start Date	The start date of the Schedule grid line.
2	Copied	End Date	The end date of the Schedule grid line.
3	Copied	Supplier	The Supplier entity assigned to the Schedule grid line.
4	Copied	Name	The name of the Schedule grid line.
5	Copied	Format	The format type of the Schedule grid line.
6	Copied	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
7	Copied	Cost Category	The Cost Category assigned to the Schedule grid line.
8	Copied	Rate Type	The rate type of the Schedule grid line.
9	Copied	Client Net Rate (CC)	The cost per unit that the client is charged.
10	Copied	Units	The number of units being purchased.
11	Copied	Client Net Cost (CC)	The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added.
12	Copied	Unit Calendar	A high-level summary and visual representation of a Schedule grid line's billing periods. For more information, see Unit Calendar Bars.
13	Copied	Client Commission Rule	The Commission record applied to the Schedule grid line, if any. Depending on Commission record settings, campaign settings, and Schedule grid line values, a default Commission record may be automatically applied.
14	Copied	Client Commission Cost (CC)	The amount of commission that the client is charged.
15	Copied	Client Total Cost (CC)	The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

Advertiser View - Billing Summary Section

The Advertiser View - Billing Summary section displays the costs of the media and non-media purchases of the campaign, summed in total and by month.

The following table describes the default rows and row order of the Advertiser View - Billing Summary section:

	Column Name	Description
1	Client Gross Cost (CC)	The amount that the client is quoted, before any discounts are applied.
2	Client Net Cost (CC)	The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added.
3	Client Total Cost (CC)	The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

The following table describes the other rows that can be added to the Billing Summary section:

Column Name	Description
Client Discount Cost (CC)	The amount of the Vendor Discount that is passed on to the client. Vendor Discount: The amount of the discount that the vendor gives.
Client Commission Cost (CC)	The amount of commission that the client is charged.
Client Tax Cost (CC)	The tax on activity that the client is charged, not including any commission.
Client Tax on Commission Cost (CC)	The tax on commission that the client is charged.
Client Total With Tax Cost (CC)	The amount that the client is charged, after any discounts are applied and after any commission or taxes are added.

System Default External Integrations Template

The External Integrations template defines the columns and column order of the Ad Server grid, located on the Ad Server Provider dashboard.

Ad Server Grid

The Ad Server grid displays information about the campaign's Ad Placements, by Ad Server provider.

The following table describes the default columns and column order of the Ad Server grid:

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Input Type	Column Name	Description
Generated	Item Type	The type of the Ad Server grid line: Package Ad Placement
Generated	Status	The status of the Ad Placement: Not Uploaded: The Ad Placement is not linked to an ad server placement. Canceled (gray): The Ad Placement was canceled in OneStrata before being linked to an ad server placement. Uploaded: The Ad Placement is linked to an ad server placement. Edited: The Ad Placement is linked to an ad server placement, but has since been edited. Re-upload the Ad Placement to update the ad server placement. Upload Failed: The Ad Placement failed to be linked to an ad server placement. Hover over the status to see an error message. Canceled (yellow): The Ad Placement was linked to an ad server placement and then canceled in OneStrata. However, the linked ad server placement has not been canceled in the ad server campaign yet. Re-upload the Ad Placement to cancel the ad server placement in the ad server campaign. Archived: The Ad Placement is canceled in OneStrata and the linked ad server placement is canceled in the ad server campaign.
Concatenated, Generated, Copied	Name / ID This column has a maximum length of 512 characters.	The name and identification number of the Ad Server grid line. If Item Type is Ad Placement: Name (Ad Placement Name): The name of the Ad Placement ID (Ad Placement ID): The OneStrata-generated identification number of the Ad Placement EID (Ad Placement External ID): The identification number used by the Ad Server provider for the Ad Placement. An Ad Placement does not have an EID value until it has been uploaded to a linked ad server campaign If Item Type is Package: Name (Ad Placement Package Name): The name of the Package ID (Media Line ID): The OneStrata-generated identification number of the Media Line that generated the Package
Copied	Cost Line ID	The OneStrata-generated identification number of the Cost Line that generated the Ad Server grid line. The Cost Line ID value is copied from the Schedule grid.
Copied	Start Date	The start date of the Ad Server grid line. The Start Date value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	End Date	The end date of the Ad Server grid line. The End Date value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	Rate Type	The rate type of the Ad Placement. The Rate Type value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	Supplier	The Supplier entity associated with the Ad Placement or Package. The Supplier value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	Format	The format of the Ad Placement. The Format value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	Format Dimension	The dimensions of the Ad Placement. The Format Dimension value is copied from the Schedule grid line that generated the Ad Server grid line.
Copied	Service Type	The service type of the Ad Placement: AdServing: The Ad Placement is served by the Ad Server provider Tracking: The Ad Placement is tracked by the Ad Server provider
Selected	Placement Type	How the Ad Placement is placed. The possible Placement Type values depend on the selected Ad Server provider and Service Type. For more information, see Placement Types. By default, the value of Placement Type is set to the value of Default External Placement Type, which is part of the Technology Assignments column on the Schedule grid.

System Default Media Schedule Template

The Media Schedule template defines the columns and column order of the Schedule grid, located on the Schedule tab.

Schedule Grid

The Schedule grid displays information about the (planned or committed) media and non-media purchases in the schedule. By default, canceled Schedule Grid lines are filtered out.

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

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Input Type	Column Name	Description
Selected	Line Type	The type of the Schedule Grid line: Placement Media Package Cost Package Fee
Generated	Status	The status of the Schedule Grid line: Draft - New: The line is not committed. Committed: The line is committed. Draft - Revised: The line was previously committed, but now has new, uncommitted changes. Draft - Cancelled: The line was previously committed and is now pending cancellation. The line will be fully cancelled once it is committed again. Cancelled: The line was previously committed, was flagged for cancellation, and was committed again to complete its cancellation.
Generated	ID	The OneStrata-generated identification number of the Schedule grid line.
Selected	Start Date	The start date of the Schedule grid line. By default, the Start Date value of a newly created Schedule grid line is the start date of the campaign.
Selected	End Date	The end date of the Schedule grid line. By default, the End Date value of a newly created Schedule grid line is the start date of the campaign.
Selected	Supplier	The Supplier entity assigned to the Schedule grid line.
Selected	Estimate ID	The OneStrata-generated identification number of the estimate associated with the Schedule grid line.
Entered, Concatenated	Name	The name of the Schedule grid line
Selected	Format	The format type of the Schedule grid line.
Selected	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
Selected	Cost Category	The Cost Category assigned to the Schedule grid line.
Selected	Rate Type	The rate type of the Schedule grid line.
Triangulated	Vendor Net Rate (VC)	The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.
Triangulated	Units	The number of units being purchased.
Triangulated	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.
Selected	Unit Calendar	A high-level summary and visual representation of a Schedule grid line's flight periods. For more information, see Unit Calendar Bars.
Selected	Fee Assignments	Any fee(s) assigned to the Schedule grid line. For more information, see Assign a Fee to a Placement.
Selected	Technology Assignments	Any Ad Server provider(s) assigned to the Schedule grid line. For more information, see Assign an Ad Server to a Placement.
Calculated	Total Fee Cost (CC)	The total cost of the fee(s) assigned to the Schedule grid line.
Applied, Selected	Client Commission Rule	The Commission record applied to the Schedule grid line, if any. Depending on Commission record settings, campaign settings, and Schedule grid line values, a default Commission record may be automatically applied.
Calculated	Client Commission Cost (CC)	The amount of commission that the client is charged.
Triangulated	Client Total Rate (CC)	The cost per unit that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.
Triangulated	Client Total Cost (CC)	The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

System Default Order Details Template

The Order Details template defines the columns and column orders of the following items:

The Order Details grid that is located on the Order Details page.
The Order Details grid that is included with the PDF or Excel export of the Order Details page.
The Order Details grid that is sent to Vendor Inbox, if using an In-System Order Partner

Order Details Grid

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
Copied	Line Type	The type of Schedule Grid line.
Copied	Status	The status of the Schedule grid line.
Copied	ID	The OneStrata-generated identification number of the Schedule grid line.
Copied	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.
Copied	Start Date	The start date of the Schedule grid line.
Copied	End Date	The end date of the Schedule grid line.
Copied	Supplier	The Supplier entity assigned to the Schedule grid line.
Copied	Name	The name of the Schedule grid line.
Copied	Format	The format type of the Schedule grid line.
Copied	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
Copied	Rate Type	The rate type of the Schedule grid line.
Copied	Vendor Net Rate (VC)	The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.
Copied	Units	The number of units being purchased.
Copied	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.

Content

Space Tools

Table of Contents

Overview

Input Types

System Default Advertiser View Template

General Settings

Advertiser View - Campaign Details Section

Advertiser View - Schedule Section

Advertiser View - Billing Summary Section

System Default External Integrations Template

Ad Server Grid

System Default Media Schedule Template

Schedule Grid

System Default Order Details Template

Order Details Grid

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Content

Space Tools

System Default Template Reference

Table of Contents

Overview

Input Types

System Default Advertiser View Template

General Settings

Advertiser View - Campaign Details Section

Advertiser View - Schedule Section

Advertiser View - Billing Summary Section

System Default External Integrations Template

Ad Server Grid

System Default Media Schedule Template

Schedule Grid

System Default Order Details Template

Order Details Grid

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