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Overview

The Order Details page contains more detailed information about a specific order.

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Access the Order Details Page of a Specific Order

To access the Order Details page of a specific order, do the following:

  1. Navigate to the Orders tab of the campaign that contains the desired order.

  2. In the Order Gridgrid, click the Name & ID value of the desired order. By default, the Order Details page opens on the Overview tab.

Order Details Page UI ReferencePage UI Reference

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Order Details Page > Overview Tab UI Elements

The Overview tab provides a high-level summary of a specific order.

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The Overview tab contains the following elements:

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Item

Description

1Order HeaderOverview section

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 (newly committed Schedule Grid grid lines)
  • Revised Items: The number of revised lines in the order (changed and re-committed Schedule Grid grid lines)
  • Cancelled Canceled Items: The number of cancelled canceled lines in the order (cancelled canceled Schedule Grid grid lines)

Also includes:

  • Version button: Click to select a specific version of the order
  • Overview / Billing tabs: Click to navigate between theOverview and Billing tabs
2Template menu

Which Order Details template is being applied.

Click the Template menu to select a different Order Details template.

3Version menu

Which order version is being displayed.

Click the Version menu to select a different order version.

4

Campaign Details section

Information about the campaign associated with the order:

  • Campaign Name: The name of the campaign
  • Order ID: The unique, OneStrata-generated 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
5Comment History section

Any comments made by the Agency agency or Vendor vendor during the selected order version's approval request order confirmation process.

6Contact section

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

7Order 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.

8

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Order Details

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A table that contains information about each Placement in committed Cost Line, for the selected order version.

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

9Terms & Conditions section

The set of Terms & Conditions associated with the order.

Click the link to download a PDF copy of the Terms & Conditions.

10Order Documents section

Any documents that were previously uploaded to the order.

Click Upload Document to upload another document.

11Order 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.

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Action buttons

Close link

Download Version button

Send button

Reassign Vendor button

Reminder Notification button

Actions that can be done on the Order Details page:

  • Close link: Click to close theOrder Details page and return to the Orders tab.

  • Download Version button: Click to 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 Pending, click to reassign the order to another Order Partnervendor contact.

  • 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 vendor contact to take action.

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Order Details Grid Reference

This section contains a list of the system default Order Details grid columns.

Depending on the Order Details template being used, there may be more or fewer columns, in a different order.

Column NameDescription
Line Type

The type of the Schedule grid line associated with the order:

  • Cost Package
  • Media Package
  • Placement
  • Fee
Status

The commit status of the Schedule grid line:

  • New: The Schedule grid line was committed for the first time
  • Revised: The Schedule grid line was committed, edited, and then committed again
NameThe name of the Schedule grid line.
Start Date The start date of the Schedule grid line.
End DateThe end date of the Schedule grid line.
SupplierThe Supplier entity associated with the Schedule grid line.
FormatThe format of the Schedule grid line.
Format Dimensions

The dimensions of the Schedule grid line.

  • If Format is a display type like Square or Banner, the Format Dimension value is in pixel dimensions
  • If Format is a video type like Preroll or Midroll, the Format Dimension value is in seconds
Rate TypeThe Rate Type of the Schedule grid line.
UnitsThe number of units of the Schedule grid line.

Order Details Page > Billing Tab UI Elements

The Billing 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

1Order Headerheader

Same as the Overview tab Order Headerorder header.

2

Filters icon

Include A Shared Block
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pageAbout Schedules

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

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Search bar

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pageAbout Orders

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

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Columns icon

Include A Shared Block
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pageAbout Schedules

Click to customize the columns displayed within the Billing Gridgrid.

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.

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Billing Grid Reference

Column NameDescription
Cost Line ID

The unique, OneStrata-generated 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-generated 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-generated 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 Total

The Client Total Cost of the Billing Period line.