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Overview

Include A Shared Block
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pageCommit a Schedule Line

Orders can then be sent.

In OneStrata, sending an Orderorder 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 Orderorder, the status of the Orderorder within OneStrata is updated accordingly.

OneStrata Orders

Order Terms and Concepts

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

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Order-Confirmation-Types
Order-Confirmation-Types
Types of Order

Partner Approval

Confirmation

The process of sending an Order order request to an Order Partner depends on how the Order Partner has been configured to receive and confirm Ordersorders. 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 Partner Approval Confirmationsorder confirmation:

  • External Confirmation
  • In-System Vendor Confirmation
  • Agency Auto-Confirmation
Order Partner Approval Confirmation 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 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 order request within Vendor Inbox, the decision and new Order 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 order is sent in OneStrata (by clicking the Send button on the Order screenDetails page) by the Agency user, the Order 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 information about a campaign's media orders.

Orders Tab UI Elements


Item

Description

1Campaign Header

Include A Shared Block
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Click the Filters icon to open the filter pane and filter through the list of Ordersorders.

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Search for an Order order by name (Order Name) or ID (Order ID).

4

Order Grid

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

For more information, see Order Grid Reference.


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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

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Order-Status
Order-Status
Status (Order Status)

The status of the Orderorder:

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

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

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

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

  • Revised-Unsent: An Order 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 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.

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

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

Name & ID (Order Name & Order ID)

Name (Order Name): The name of the Orderorder. Click the Order Name link an order's name to open an theOrder and access its Order screenDetails page and view more information about the order or send the order.

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

Actualization Status

Include A Shared Block
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The actualization status of the Orderorder:

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

For more information, see Actualization Grid Reference.

Start Date

The start date of the Orderorder.

End Date

The end date of the Orderorder.

Gross (Vendor Gross Cost)

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Net (Vendor Net Cost)

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pageCosts and Calculations

Client (Client Gross Cost)

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pageCosts and Calculations

Action

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