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Overview
The Order Screen contains more information about a specific 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.
Order Screen UI Reference
Order Screen > Overview Tab UI Elements
The Overview Tab tab provides a high-level summary of a specific Order.
The Overview tab contains the following elements:
Item | Description | |
|---|---|---|
| 1 | Order header | General information about the selected Order version:
Also includes:
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| 2 | Campaign Details section | Information about the campaign associated with the Order:
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| 3 | Comment History section | Any comments made by the Agency or Vendor during the selected Order version's approval request process. |
| 4 | Contact section | The Agency/Business Unit Contact, the Order Partner Contact, and the Payee Contact associated with the Order. |
| 5 | Order 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. |
| 6 | Order 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. |
| 7 | Terms & Conditions section | The set of Terms & Conditions associated with the Order. Click the link to download a PDF copy of the Terms & Conditions. |
| 8 | Order Documents section | Any documents that were previously uploaded to the Order. Click Upload Document to upload another document. |
| 9 | Order 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
Download Version button
Send button
Reassign Vendor button
Reminder Notification button
| Actions that can be done on the Order screen:
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Order Screen > Billing Tab UI Elements
The Billing Tab tab displays a read-only list of each Billing Period line by Cost line, including External ID, Actualization Status, and Invoice Status.
The Billing tab contains the following elements:
Item | Description | |||||||
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| 1 | Order Header | Same as the Overview tab Order header. | ||||||
| 2 | Filters icon
| Click to open the filter pane and filter through the list of the Order's committed schedule lines. | ||||||
| 3 | Search bar
| Search for a committed schedule line within the Order by Cost Line Name or Cost Line ID. | ||||||
| 4 | Columns icon
| 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. | ||||||
| 6 | Action buttons | Same as the Overview tab Action buttons. |
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| Column Name | Description |
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| Cost 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:
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| 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:
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| Client Gross | The Client Gross Cost of the Billing Period line. |
| Client Net | The Client Net Cost of the Billing Period line. |
| Client Total | The Client Total Cost of the Billing Period line. |