Overview 

Actualization is the process where actual delivery metrics of a campaign are received from a Supplier or a third party and compared to the original schedule. ​Once these delivery metrics are reviewed by the Agency, the schedule is actualized, and that information is shared with finance for approved amounts to be paid to Suppliers.

Actualization Terms and Concepts

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

Types of Actualization

In OneStrata, there are two type of actualization:

• Standard actualization
• Margin actualization

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

The Actualization tab displays information related to actualizing committed Schedule Grid lines.

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Actualization-Tab-UI-Elements Actualization-Tab-UI-Elements

Actualization Tab UI Elements

The Actualization tab contains the following elements:

The Apply Source button is only available on the Standard Actualization Grid

• .

	Item	Description
1	Campaign Header	Include A Shared Block shared-block-key Campaign-Header-Reference page About Media Campaigns
2	Standard and Margin selection	Click to switch between the Standard Actualization grid and the Margin Actualization grid.
3	Filters icon Include A Shared Block shared-block-key Filters-icon page About Schedules	Click the Filters icon to open the filter pane and filter through the list of all committed schedule lines.
4	Search bar Include A Shared Block shared-block-key Search-icon page About Orders	Search for a committed schedule line by Entity (Supplier or Order Partner) or ID.
5	Anchor Roll-settings Roll-settings Roll settings	Click the Roll settings to select how any under- or over-delivery balance is carried over to future months: None: The balance is not distributed. Instead, the overall totals on the Schedule Grid line will be updated. Proportionally: The balance is evenly distributed over the remaining months of the campaign. Next Month: The entire balance is carried over to the next month of the campaign. Last Month: The entire balance is carried over to the final month of the campaign.
6	Anchor Apply-Source-button Apply-Source-button Apply Source button InactiveImage Added Image Removed Active Image Removed Info The Apply Source button is only available on the Standard Actualization grid.	Click the Apply Source button to override the Schedule Grid grid's Actual Cost for Period, Actual Rate, and Actual Units column values: Committed: The values of the Actual columns are reset to the media schedule values. Site: The values of the Actual columns are updated to match the values of the Site columns. 3rd Party: The values of the Actual columns are updated to match the values of the 3rd Party columns.
Info
7	Actualize button	If no Actualization Grid lines are selected, the Actualize button is inactive. If one or more Actualization Grid lines are selected, the Actualize button is active. Click the Actualize button to actualize selected lines.
8	Anchor BilingBilling-Periods-filterBiling Billing-Periods-filter Billing Period(s) filter	By default, only one Billing Period billing period (month) is selected and displayed on the Actualization Gridgrid. If the campaign is in-flight, the default selected Billing Period billing period is the previous month of the campaign. If the campaign has not started yet, the default selected Billing Period billing period is the first month of the campaign. If the campaign has already finished, the default selected Billing Period billing period is the last month of the campaign. Click the Billing Period(s) filter to select the Billing Periods that are displayed in the Actualization Gridgrid.
9	Actualization Gridgrid	A list of a campaign's committed schedule lines, broken down into selected billing periods and grouped by Order. For more information, see Actualization Grid Reference.

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Actualization-Grid-Reference Actualization-Grid-Reference

Actualization Grid Reference

The Actualization Grid grid is a list of a campaign's committed Schedule Grid grid lines, broken down into selected Billing Periods billing periods and grouped by Order.

The following table contains information about the Actualization Grid columns:

order.

There are two Actualization grids, the Standard Actualization grid and the Margin Actualization grid, used for actualizing standard Schedule grid lines and margin Schedule grid lines, respectively.

The following table contains information about the Standard and Margin Actualization grid columns:

The number of units of the Actualization Grid line, for its entire flight. 

A read-only value that is automatically populated from the media schedule.

The total Vendor Cost (in Vendor Currency) of the Actualization Grid line, for the filtered billing periods(s).

• On the Standard Actualization Grid, depending on the primary Cost Type of the campaign, the Current for Period value is equal to the Vendor Gross Cost or the Vendor Net Cost.
• On the Margin Actualization Grid, the Current for Period value is equal to the Vendor Net Cost.

A read-only value that is automatically populated from the media schedule.

If the line has never been actualized, the Pre-Actualized value is equal to the Current for Period value.

When the line is actualized for the first time, the Pre-Actualized value becomes locked and no longer changes, even if the Current for Period value changes.

For example, imagine a Cost line that has never been actualized:

• Its Current for Period value is $100.
• Its Pre-Actualized value is set to whatever the Current for Period value is, which is $100.
• If the Cost line's Current for Period value changes, its Pre-Actualized value also changes.

Then, the Cost line is actualized in OneStrata:

• At the time of actualization, its Current for Period value is $100.
• At the time of actualization, its Pre-Actualized value is also $100, and becomes locked.
• Afterwards, if the Cost line's Current for Period value changes (for example, it increases to $125), its Pre-Actualized value does not change (it remains $100).

Standard,

Margin

The difference between the Actual Cost for Period value (the value to be actualized or that is actualized) and the Current for Period value (the value that was committed).

• On the Standard Actualization Grid, depending on the primary Cost Type of the campaign, the Balance value is equal to the Vendor Gross Cost or the Vendor Net Cost.
• On the Margin Actualization Grid, the Balance value is equal to the Vendor Net Cost.

The source(s) of the Actual Cost for Period, Actual Rate, and Actual Units values:

• Committed: The media schedule
• Site: The Actualization Grid's Site columns
• 3rd Party: The Actualization Grid's 3rd Party columns 
• Manual: The user has manually changed one or more values

The Vendor Cost to be actualized or that is actualized, for the filtered billing period(s).

The Rate to be actualized or that is actualized.

Only available if the Order was sent to an In-System Order Partner, and the Order Partner sent delivery metrics through Vendor Inbox.

The amount of delivered Units of the Actualization Grid line, for the filtered billing period(s), as provided by the Vendor/Order Partner within Vendor Inbox.

For more information, see Manage External Integrations.

The amount of delivered Units of the Actualization Grid line, for the filtered billing period(s), as provided by the external integration Provider.

Only available if the ad serving was provided by an ad server connected to OneStrata, and if the OneStrata Agency's Suppliers were linked to the external integration Provider's suppliers.

For more information, see Manage External Integrations.

The Vendor Net Cost, Margin %, and Client Net Cost columns are linked, and their values are triangulated off each other.

Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost

By default, the Margin % value is locked (not editable), and the Vendor Net Cost and Client Net Cost values are unlocked (editable). Click a lock icon to change whether the column is locked or unlocked.