Table of Contents
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: The following table describes the other columns that can be added to the Campaign Details section: Not currently available. The identifier of the purchase order(s) associated with the campaign, if any. Not currently available.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. Column Name Description Version External ID The external identifier of the campaign. Purchase Order Number(s) Market(s)
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: Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro. The table is being loaded. Please wait for a bit ... Input Type Column Name Copied Start Date The start date of the Schedule grid line. Copied End Date The end date of the Schedule grid line. Copied Supplier Copied Name Copied Format Copied Format Dimension The dimensions of the Schedule grid line. Copied Cost Category Copied Rate Type The rate type of the Schedule grid line. Copied Client Net Rate (CC) The cost per unit to the client after any discounts are added but before any commissions or taxes are added. Copied Units Copied Client Net Cost (CC) The cost to the client after any discounts are added but before any commissions or taxes are added. 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. 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. Copied Client Commission Cost (CC) The agency commission charged to the client. Copied Client Total Cost (CC) The cost to the client after any discounts and commissions are added but before any taxes are added.Description 1 2 3 The Supplier entity assigned to the Schedule grid line. 4 The name of the Schedule grid line. 5 The format type of the Schedule grid line. 6 7 The Cost Category assigned to the Schedule grid line. 8 9 10 The number of units being purchased. 11 12 13 14 15
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: The cost to the client before any discounts, commissions, or taxes are added. The cost to the client after any discounts are added but before any commissions or taxes are added. Client Total Cost (CC) The cost to the client after any discounts and commissions are added but before any taxes are added. The following table describes the other rows that can be added to the Billing Summary section: The discount given by the agency to the client. The agency commission charged to the client. The tax on activity charged to the client. The tax on commission charged to the client. The total cost to the client after any discounts, commissions, and taxes are added.Column Name Description 1 Client Gross Cost (CC) 2 Client Net Cost (CC) 3 Column Name Description Client Discount Cost (CC) Client Commission Cost (CC) Client Tax Cost (CC) Client Tax on Commission Cost (CC) Client Total With Tax Cost (CC)
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: Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro. The table is being loaded. Please wait for a bit ... Input Type Column Name Description Generated Item Type The type of the Ad Server grid line: Generated Status The status of the Ad Placement: 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: If Item Type is Package: 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 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: 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. Generated Last Upload The date and timestamp of when the Ad Placement was last uploaded and the person who uploaded it. The Last Upload value is generated based on when a user last uploaded the Ad Placement.
Re-upload the Ad Placement to cancel the ad server placement in the ad server campaign.Copied
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: Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro. The table is being loaded. Please wait for a bit ... The type of the Schedule Grid line: The status of the Schedule Grid line: 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. 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. Entered, Concatenated The dimensions of the Schedule grid line. The rate type of the Schedule grid line. The cost per unit to the agency after any discounts are added but before any commissions or taxes are added. The cost to the agency after any discounts are added but before any commissions or taxes are added. A high-level summary and visual representation of a Schedule grid line's flight periods. For more information, see Unit Calendar Bars. Any fee(s) assigned to the Schedule grid line. For more information, see Assign a Fee to a Placement. Any Ad Server provider(s) assigned to the Schedule grid line. For more information, see Assign an Ad Server to a Placement. Applied, Selected 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. The agency commission charged to the client. MultiExcerpt named client-total-rate was not found -- Please check the page name and MultiExcerpt name used in the MultiExcerpt-Include macro Triangulated Client Total Cost (CC) The cost to the client after any discounts and commissions are added but before any taxes are added.Input Type Column Name Description Selected Line Type Generated Status Generated ID The OneStrata-generated identification number of the Schedule grid line. Selected Start Date Selected End Date 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. Name The name of the Schedule grid line Selected Format The format type of the Schedule grid line. Selected Format Dimension Selected Cost Category The cost category of the Schedule grid line. Selected Rate Type Triangulated Vendor Net Rate (VC) Triangulated Units The number of units being purchased. Triangulated Vendor Net Cost (VC) Selected Unit Calendar Selected Fee Assignments Selected Technology Assignments Calculated Total Fee Cost (CC) The total cost of the fee(s) assigned to the Schedule grid line. Client Commission Rule Calculated Client Commission Cost (CC) Triangulated Client Total Rate (CC)
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: Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro. The table is being loaded. Please wait for a bit ... Input Type Column Name Copied Line Type Copied Status ID 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. This value only applies to Cost Lines that are linked to a DSP insertion order, search campaign, or social campaign: Copied Start Date The start date of the Schedule grid line. Copied End Date The end date of the Schedule grid line. Copied Supplier Copied Name Copied Format Copied Format Dimension The dimensions of the Schedule grid line. Copied Rate Type The rate type of the Schedule grid line. Copied Vendor Net Rate (VC) The cost per unit to the agency after any discounts are added but before any commissions or taxes are added. Copied Units Copied Vendor Net Cost (VC) The cost to the agency after any discounts are added but before any commissions or 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.Description The type of Schedule Grid line. The status of the Schedule grid line. Copied The OneStrata-generated identification number of the Schedule grid line. Copied The Supplier entity assigned to the Schedule grid line. The name of the Schedule grid line. The format type of the Schedule grid line. The number of units being purchased.