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Overview

Include A Shared Block
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pageCommit a Schedule LinesLine

Orders on the Order Grid can then be sent.

In OneStrata, sending an Order refers to electronically sending a vendor a request to place a media buy. The order request signals the desire to initiate a media buying transaction between the Agency and a vendor, or Order Partner.

When the Order Partner confirms or declines the Order, the status of the Order within OneStrata is updated accordingly Order Partners to secure inventory.

OneStrata Orders Terms and Concepts

This section contains information about terms and concepts related to Orders in OneStrata Orders.

Types of Order Partner Approval Confirmation

The process of sending an Order to an Order Partner depends on how the Order Partner has been configured to receive and confirm Orders. This setting is defined in the Administration module: Administration > Entity Management > Order Partners > (Specific Order Partner) > Order Approval Confirmation Setting.

There are three types of Order approval confirmationsPartner Approval Confirmations:

  • External Confirmation
  • In-System Vendor Confirmation
  • Agency Auto-Confirmation
The approval confirmation setting is managed in the Administration module: Administration > Entity Management > Order Partners > (Specific
Order Partner
) > Order
Approval Confirmation
Setting
TypeDescription
.
External Confirmation

Order requests are sent to the External Order Partner outside of OneStrata. For example, over email.

After the Order Partner confirms or declines the order externally, the Agency user uploads a document (like a screenshot or PDF) to OneStrata to confirm or decline the Order within OneStrata.

In-System Vendor Confirmation

Order requests are sent to the In-system Order Partner within the OneStrata Vendor Inbox portal.

When the Order Partner responds to the Order request within Vendor Inbox, the decision and new Order status (Confirmed or Declined) are automatically pushed to OneStrata, 

Agency Auto Confirmation

Order requests are not manually confirmed by the Auto-Confirmation Order Partner.

When an Order is sent in OneStrata (by clicking the Send button on the Order screen) by the Agency user, the Order is immediately considered confirmed within OneStrata. Biddable suppliers and tech providers typically fall into this category, with orders set up in an outside platform.


Media Campaigns > (Specific Campaign) > Orders Tab UI Reference

The Orders tab displays a list of information about a campaign's media orders, by Order Partner.

Orders Tab UI Elements


Item

Description

1Campaign Header

Include A Shared Block
shared-block-keyCampaign-Header-Reference
pageAbout Media Campaigns

2

Filters icon


Click the Filters icon to open the filter pane and filter through the list of Orders.

3

Search bar

A Shared Block
shared-block-keySearch-icon


Search for an Order by name or Order ID.

4

Order Grid

A list of a campaign's Orders, grouped by Order Partner.

For more information, see Order Grid Reference.


Anchor
Order-Grid-Reference
Order-Grid-Reference
Order Grid Reference

A non-exhaustive list of the most common Order Grid columns. Depending on how an agency or Enterprise has been configured, the Order Grid may contain more or fewer columns, in a different order.

Column NameDescription

Anchor
Order-Status
Order-Status
Status (Order Status)

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The status of the Order

.

:

  • New: No confirmation request has been sent to the Order Partner

  • Pending: A confirmation request was sent to an Order Partner, and the Order has not been accepted or rejected yet

  • Confirmed: A confirmation request was sent to an Order Partner, and the Order was accepted

  • Declined: A confirmation request was sent to an Order Partner, and the Order was rejected

  • Revised-Unsent: An Order that was previously Confirmed, but has new changes that have not been sent to the Order Partner yet. When a new confirmation request is sent to the Order Partner, the Revised-Unsent status changes to Pending.

  • Cancelled-Unsent: An Order that was previously Confirmed, but is now marked within OneStrata for cancellation. When the cancellation request is sent to the Order Partner, the Cancelled-Unsent status changes to Cancelled Requested.
Cancelled

  • Cancellation Requested: A cancellation request was sent to an Order Partner for an Order that was previously Confirmed. When the Order Partner accepts the cancellation request, the Cancelled Requested status changes to Cancelled.

  • Cancelled: An Order that was previously Confirmed, but is now cancelled.

Name & ID (Order Name & Order ID)

Name (Order Name): The name of the Order. Click the Order Name link to open an Order and access its Order screen.

ID (Order ID): The unique, OneStrata identification number of the Order.

Actualization Status

Include A Shared Block
shared-block-keyActualization-Statuses
pageAbout Actualization

The actualization status of the Order:

  • Not Actualized: None of the Billing Period lines associated with the Order are actualized
  • Partially Actualized: At least one, but not all, of the Billing Period lines associated with the Order are actualized
  • Actualized: All of the Billing Period lines associated with the Order are actualized

For more information, see Actualization Grid Reference.

Start Date

The start date of the Order.

End Date

The end date of the Order.

Gross (Vendor Gross Cost)

Include A Shared Block
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pageCosts and Calculations

Net (Vendor Net Cost)

Include A Shared Block
shared-block-keyVendor-Net-Cost
pageCosts and Calculations

Client (Client Gross Cost)

Include A Shared Block
shared-block-keyClient-Gross-Cost
pageCosts and Calculations

Action

Open the Manage Order screen to split or merge Orders.

About the Order Screen

The Order screen contains more information about a specific Order.

AnchorAccess-Order-screenAccess-Order-screenAccess the Order Screen of an Order

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To access the Order screen of a particular Order, do the following:

Navigate to the Orders tab of the campaign that contains the Order: Campaigns > Media Campaigns > (Specific Campaign) > Orders.
  • In the Order Grid, click the Name & ID value of the desired Order. By default, the Order screen opens on the Overview tab.

    • Orders Tab > (Specific Order) > Overview Tab UI Reference

    The Overview Tab provides a high-level summary of a specific Order.

    Orders Tab > (Specific Order) > Overview Tab UI Elements

    Image Removed

    Item

    Description

    1Order header

    General information about the selected Order version:

  • Name: The name of the Order
  • Order Status: The status of the Order
  • Last Updated Date: When the Order was most recently updated within OneStrata
  • Last Updated By: Which OneStrata user most recently updated the Order
  • Last Updated Email: The email of the OneStrata user that most recently updated the Order
    • New Items: The number of new lines in the Order (new schedule Placement, Media Package, or Cost Package lines)

  • Revised Items: The number of revised lines in the Order (revised schedule Placement, Media Package, or Cost Package lines)
  • Cancelled Items: The number of cancelled lines in the Order (cancelled schedule Placement, Media Package, or Cost Package lines)

    • Also includes:

    • Version button: Click to select a specific version of the Order
    • Overview / Billing tabs: Click to navigate between the Order screen's Overview and Billing tabs
    2

    Campaign Details section

    Information about the campaign associated with the Order:

    • Campaign Name: The name of the campaign
    • Order ID: The unique, OneStrata identification number of the Order
    • Flight Date: The start and end dates of the campaign
    • Client: The Client of the campaign
    • Product: The Product of the campaign
    3Comment History section

    Any comments made by the Agency or Vendor during the selected Order version's approval request process.

    4Contact section

    The Agency/Business Unit Contact, the Order Partner Contact, and the Payee Contact associated with the Order. 

    5Order section

    The total cost and cost breakdown of the selected Order version. The previous Order version's total cost is also displayed, if there is one.

    6Order Details section

    A table that contains information about each Placement in the selected Order version.

    The columns and column order of the Order Details table depend on Enterprise settings, and are defined in the Administration module: Administration > Data Fields and Templates > Order Detail Template.

    7Terms & Conditions section

    The set of Terms & Conditions associated with the Order. Click the link to download a PDF copy of the Terms & Conditions.

    8Order Documents section

    Any documents that were previously uploaded to the Order. Click Upload Document to upload another document.

    9Order Confirmation section

    The Agency and Order Partner Contacts, and when the selected Order version was confirmed.

    If the Order Partner is configured for External Confirmation, the uploaded proof of confirmation is included and can be downloaded.

    10

    Action buttons

    Close link

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    Download Version button

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    Send button

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    Reassign Vendor button

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    Reminder Notification button

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    Actions that can be done on the Order screen:

    Close link: Close Order Details and return to the Orders list.
    Download Version button: Download the selected Order version as a PDF or Excel file.
    Send button: Click to send the Order to the Order Partner.
    Reassign Vendor button: Only available when an Order has been sent to an Order Partner configured for In-System Confirmation. If the Order status is Confirmed or Declined, click to reassign the Order to another Order Partner.
    Reminder Notification button: Only available when an Order has been sent to an Order Partner configured for In-System Confirmation. If the Order status is Pending, click to send a reminder to the Order Partner to take action.

    Orders Tab > (Specific Order) > Billing Tab UI Reference

    The Billing Tab displays a read-only list of each Billing Period line by Cost line, including External ID, Actualization Status, and Invoice Status. 

    Orders Tab > (Specific Order) > Billing Tab UI Elements

    Image Removed

    Item

    Description

    1Order Header

    Same as the Overview tab Order header.

    2

    Filters icon

    Include A Shared Block
    shared-block-keyFilters-icon
    pageAbout Schedules

    Click to open the filter pane and filter through the list of the Order's committed schedule lines.

    3

    Search bar

    Include A Shared Block
    shared-block-keySearch-icon
    pageAbout Orders

    Search for a committed schedule line within the Order by Cost Line Name or Cost Line ID.

    4

    Columns icon

    Include A Shared Block
    shared-block-keyColumns-icon
    pageAbout Schedules

    Click to customize the columns displayed within the Billing Grid.

    5

    Billing Grid

     A read-only list of each billing period by cost line, including external ID, actualization status and invoice status.

    For more information, see Billing Grid Reference.

    6Action buttons

    Same as the Overview tab Action buttons.

    AnchorBilling-Grid-ReferenceBilling-Grid-ReferenceBilling Grid Reference
    Column NameDescriptionCost Line ID

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

    Cost Line Name

    The name of the schedule line associated with the Billing Period line.

    Billing Period Id

    The unique, OneStrata identification number of the Billing Period line.

    Status

    The status of the Billing Period line:

    • Active
    • Cancelled
    Start Date

    The start date of the Billing Period line.

    End Date

    The end date of the Billing Period line.

    Rate Type

    The Rate Type of the Billing Period line.

    Units

    The number of units of the Billing Period line.

    Vendor Gross

    The Vendor Gross Cost of the Billing Period line.

    Vendor Net

    The Vendor Net Cost of the Billing Period line.

    External ID

    The External ID of the Billing Period line. A Billing Period line only has an External ID if it has been exported to an external financial system.

    Actualization Status

    The Actualization Status of the Billing Period line.

    Invoice Status

    The Invoice Status of the Billing Period line.

    Invoiced Amount

    The amount of the invoice associated with the Billing Period line.

    Estimate ID

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

    Estimate Name

    The name of the Estimate associated with the Billing Period line.

    Cost Category

    The Cost Category associated with the Billing Period line.

    Product ID

    The identification number of the Product associated with the Billing Period line.

    Product Name

    The Product associated with the Billing Period line.

    Estimate Start Date

    The start date of the Estimate associated with the Billing Period line.

    Estimate End Date

    The end date of the Estimate associated with the Billing Period line.

    Estimate Budget

    The budget of the Estimate associated with the Billing Period line.

    Estimate Currency

    The currency type of the Estimate associated with the Billing Period line.

    Purchase Order ID

    The unique, OneStrata identification number of the Purchase Order associated with the Billing Period line.

    Invoice Lock

    Whether the Billing Period line is locked or unlocked:

    • Lock: Changes cannot be made to the Billing Period line
    • Unlock: Changes can be made to the Billing Period line
    Client Gross

    The Client Gross Cost of the Billing Period line.

    Client Net

    The Client Net Cost of the Billing Period line.

    Client TotalThe Client Total Cost of the Billing Period line

    Click to open the Manage Order screen, and split or merge Orders.