View All Financial Orders

To view all financial orders on the Financial Orders Management page, do the following:

• Navigate to the Finance > Financial Orders tab. 

Anchor

Export

-Financial-Order

Export-Financial-Order

Export a Financial Order

Financial orders can be automatically or manually exported to the Financial Bridge, where they can then be pushed—via FreeWheel's financial APIs—to

an external media finance system

like SBMS

• Automatic and Require Media Order Send to Vendor is Off: Financial orders are automatically exported when a schedule is committed
• Automatic and Require Media Order Send to Vendor is On: Financial orders are automatically exported when a media order is sent to the Vendor
• Manual: All financial orders must be manually exported, from the Financial Order Management page

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Automatic or manual financial orders exports are controlled by a FreeWheel-managed setting. For questions about financial export settings or financial API specifications, contact your OneStrata representative.

Automatically Export a Financial Order

If automatic financial order exports are enabled, no user action is required.

Depending on an additional FreeWheel-managed setting, financial orders are automatically exported either:

• When a schedule is committed; or
• When an order is sent to an Order Partner

Manually Export a Financial Order

To manually export a financial order to an external finance system, do the following:

1. Navigate to the Financial Order Management page (Finance > Financial Orders )tab.
   
   
2. Select the desired financial orders that you want to export, by doing one of the following:
   
   
   • Select an individual financial order row
     
     
   • Select a Media Campaign or Estimate row. This will automatically select selects all of the financial orders rows that are nested under the Media Campaign media campaign or Estimateestimate.
     
     
3. Click the Export Financial Order button.