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The Actualization tab displays information related to actualizing committed Schedule Grid linesCost Lines.
The Actualization tab contains the following elements:
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1 | Campaign Header |
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2 | Standard and Margin selection | Click to switch between the Standard Actualization grid and the Margin Actualization grid. | ||||||
3 | Filters icon
| Click the Filters icon to open the filter pane and filter through the list of all committed |
Cost Lines within the campaign. | ||||||||
4 | Search bar
| Search for a |
Cost Line by Entity (Supplier or Order Partner) or ID. | ||||||||
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| Click the Roll settings to select how any under- or over-delivery balance is carried over to future months:
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| Click the Apply Source button to |
overwrite the Schedule grid's Actual Cost for Period, Actual Rate, and Actual Units column values:
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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 the selected lines. | |||||||
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Click the Billing Period(s) filter to select the billing periods that are displayed in the Actualization grid. By default, only one billing period (month) is selected and displayed on the Actualization grid.
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Click the Billing Period(s) filter to select the Billing Periods that are displayed in the Actualization grid.
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| A list of a campaign's committed |
Cost Lines, grouped by order and broken down into selected billing periods |
. For more information, see Actualization Grid Reference. |
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The Actualization grid is a list of a campaign's committed Schedule grid lines, Cost Lines, grouped by order and broken down into the selected billing periods and grouped by 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:
period(s). By default, only one billing period (month) is selected:
- If the campaign is in-flight, the default billing period is the previous month of the campaign
- If the campaign has not started yet, the default billing period is the first month of the campaign
- If the campaign has already finished, the default billing period is the last month of the campaign
There are two types of Actualization grids:
- Standard Actualization grid: Used to actualize standard Cost Lines
- Margin Actualization grid: Used to actualize margin Cost Lines
Standard Actualization Grid Reference
The Standard Actualization grid is used to actualize standard Cost Lines, Cost Lines that have a Cost Method value of Standard.
The table below describes the Standard Actualization grid columns:
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Margin Actualization Grid Reference
The Margin Actualization grid is used to actualize margin Cost Lines, Cost Lines that have a Cost Method value of Margin.
The table below describes the Margin Actualization grid columns:
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Actualization Grid Type | Column Name | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Standard, Margin | Checkbox | Click to select one or more Actualization grid lines. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Standard, Margin | Line Type | The type of the Actualization grid line, according to the following hierarchy:
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Anchor | Actualization-Status | Actualization-Status | Status (Actualization Status)
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The actualization status of the Actualization grid line.
If Line Type is Billing Period, the possible statuses are:
Not Actualized: The Billing Period line is not actualized in OneStrata.Actualized: The Billing Period line is actualized in OneStrata.
If Line Type is Placement, Media Package, Cost Package, Fee, or Order, the possible statuses are:
Not Actualized: None of the Billing Period lines filtered under the line are actualized.Partially Actualized: At least one, but not all, of the Billing Period lines filtered under the line are actualized.
Standard,
Margin
The invoice status of the Actualization Grid line.
If Line Type is Billing Period, the possible statuses are:
Not Invoiced: The Billing period line is not invoiced (no invoice has been created for the billing period).Invoiced: The Billing Period line is invoiced (an invoice has been created for the billing period).
If Line Type is Placement, Media Package, Cost Package, Fee, or Order, the possible statuses are:
Not Invoiced: None of the Billing Period lines filtered under the line are invoiced.Partially Invoiced: At least one, but not all, of the Billing Period lines filtered under the line are invoiced.
Standard,
Margin
The name of the entity associated with the Actualization Grid line.
If Line Type is Billing Period:
Entity Name: The month and year of the billing periodID: Billing Period ID - The unique, OneStrata identification number of the Billing Period line.
If Line Type is Placement, Media Package, Cost Package, or Fee:
Entity Name: The name of the SupplierID: Cost Line ID - The unique, OneStrata identification number of the associated schedule line.
If Line Type is Order:
Entity Name: The name of the Order Partner. Click the Entity Name link to open the Order Details page of the order.Standard,
Margin
The name of the Cost Line.
A read-only value that is automatically populated from the media schedule.
Standard,
Margin
The External ID of the Billing Period line.
A read-only value that is only populated if the Billing Period line has been exported to an external financial system.
Standard,
Margin
Start and End Date
The start and end dates of the Cost Line orBilling Period line.A read-only value that is automatically populated from the media schedule.
Standard,
Margin
The total vendor cost of the Cost Line or Billing Period line, for its entire flight.
On the Standard Actualization grid, depending on the primary Cost Type of the campaign, the Contract Total value is equal to the Vendor Gross Cost (VC) or the Vendor Net Cost (VC).A read-only value that is automatically populated from the media schedule.
Standard,
Margin
Rate Type
The Rate Type of the Cost Line.
A read-only value that is automatically populated from the media schedule.
Standard,
Margin
The Vendor Net Rate (VC) of the Cost Line or Billing Period line.
shared-block-key | Margin-Actualization-Triangulation |
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Depending on which set of margin actualization triangulated values are active:
- The Vendor Net Cost, Margin %, and Client Net Cost columns triangulate off each other
- The Rate, Actual Units, and Vendor Net Cost (VC) columns triangulate off each other
- The Client Net Rate (VC), Actual Units, and Client Net Cost (VC) columns triangulate off each other
For more information, see Margin Actualization Triangulation Rules.
Margin
Client Net Rate (VC)
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Standard,
Margin
Actualization Grid Reference
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The number of units of the Cost Line or Billing Period line, for its entire flight. A read-only value that is automatically populated from the media schedule. | Standard, Margin | Current for Period | Standard, Margin | Pre-Actualized | Standard, Margin | Balance | Standard | Actual Source | Standard | Actual Cost for Period | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Standard | Actual Rate | The rate to be actualized or that is actualized.
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Standard | Actual Units (standard actualization) | The amount of delivered units to be actualized or that is actualized.
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Margin | Actual Units (margin actualization) | The amount of delivered units to be actualized or that is actualized.
| Standard |
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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 Billing Period line, for the filtered billing period(s), as provided by the Order Partner within Vendor Inbox.
Site Units
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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 Billing Period line, for the filtered billing period(s), as provided by the Order Partner within Vendor Inbox.
3rd Party Cost
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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 delivery cost of the Billing Period line, for the filtered billing period(s), as provided by the external Ad Server provider.
3rd Party Units
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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 amount of delivered units of the Billing Period line, for the filtered billing period(s), as provided by the external Ad Server provider.
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