Overview

How to send an order's delivery metrics from Vendor Inbox to OneStrata.

Send Delivery Metrics to OneStrata

To send an order's delivery metrics back to OneStrata, do the following:

Go to the Vendor Orders page.
In the Vendor Orders grid, find the desired order.
Scroll to the right, until the Delivery Metrics column is visible.
For the desired order, click Send Metrics to open the Send Order Metrics widget. For more information, see Send Order Metrics Widget UI Elements.
In the Send Order Metrics widget:
1. Optional: Click the Billing Period menu and select the desired billing periods. By default, all billing periods are displayed.
2. In the Delivery Metrics grid, enter the Invoiced Cost and Delivered Buy Unit values for the desired billing periods Cost Lines. For more information, see Delivery Metrics Grid Reference.
3. Optional: In the Delivery Metrics grid, enter the Delivered Cost and secondary unit values for the desired billing periods / Cost Lines.
4. Click the Save Changes button to save the changes made to the Delivery Metrics grid. Delivery metrics cannot be sent to OneStrata if there are unsaved changes on the Delivery Metrics grid.
5. Click the Send button to send the delivery metrics to OneStrata.

The Send Order Metrics widget has the following elements:

	Item	Description
1	Filter icon	Filter the billing periods that are displayed on the Delivery Metrics grid.
2	Search bar	Search for a billing period.
3	Columns icon	Click to customize the columns and column order of the Delivery Metrics grid.
4	Status filter	By default, the Active status filter is applied and only active Cost Lines / billing periods are displayed.
5	Billing Period menu	Click the Billing Period menu to select the billing period months that are displayed on the Delivery Metrics grid. By default, all (active) billing periods are displayed.
6	Delivery Metrics grid	Purchase and delivery information for the billing periods of each Cost Line in the order. For more information, see Delivery Metrics Grid Reference.
7	Action buttons	Actions that can be done on the Send Order Metrics widget: Cancel: Click to close the Send Order Metrics widget and return to the Vendor Orders page. Save Changes: Click to save changes made to the Delivery Metrics grid. Send: Click to send delivery metrics to OneStrata.

The Delivery Metrics grid displays purchase and delivery information for the billing periods of each Cost Line in the order.

The table below describes the Delivery Metrics grid columns:

Column Name	Description
Line Type	The type of the Delivery Metrics grid line: Cost Line Billing Period
Line ID	The OneStrata-generated identifier of the Cost Line or billing period.
Start & End Date	The start and end dates of the Cost Line or billing period.
Status	The status of the Cost Line or billing period: Active Cancelled By default, only active Cost Lines and billing periods are displayed.
Read-only Purchased Cost	The cost of the number of units that the agency originally purchased for the Cost Line or billing period.
Invoiced Cost	The cost that the vendor is invoicing for the delivered Cost Line or billing period: If the regulated workflow is enabled, the invoiced cost is sent to the client. If the regulated workflow is not enabled, the invoiced cost is sent to the agency.
Read-only Purchased Buy Unit	The number of units that the agency originally purchased for the Cost Line or billing period.
Delivered Buy Unit	The number of units that the vendor delivered for the Cost Line or billing period.
Delivered Cost	The value of the number of units that the vendor delivered for the Cost Line or billing period.
Secondary unit columns	The number of any secondary units that the vendor delivered for the Cost Line or billing period. For more information, see About Secondary Units.