Use * syntax for faster search

Versions Compared

Old Version 1

changes.mady.by.user Hub Admin

Saved on

compared with

New Version Current

changes.mady.by.user Hub Admin

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Section


Column
width50%


Panel
borderColor#c8c8c8
borderWidth1
borderStylesolid

Table of Contents

Table of Contents
maxLevel2
indent20px
stylenone



Column
width50%




Overview

Include A Shared Block
shared-block-keyCommit-Effects
pageCommit a Schedule LinesLine

Orders on the Order Grid can then be sent.

In OneStrata, sending an order refers to electronically sending a vendor a request to place a media buy. The order request signals the desire to Order Partners to secure inventory.initiate a media buying transaction between the Agency and a vendor, or Order Partner.

When the Order Partner confirms or declines the order, the status of the order within OneStrata is updated accordingly.

Order

OneStrata Orders

Terms and Concepts

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

Order Partner Approval Confirmation

.

Anchor
Order-Confirmation-Types
Order-Confirmation-Types
Order Confirmation Types

The process of sending an Order to an Order Partner depends order in OneStrata (by clicking the Send button on the Order Details page) depends on how the Order Partner has been configured to receive and confirm Orders. orders. This setting is defined on the Administration > Entity Management > Order Partners > (Specific Order Partner) > Details tab, in the Order Approval Confirmation Setting section.

There are three types of Order approval confirmationsorder confirmation:

  • External Confirmation
  • In-System Vendor Confirmation
  • Agency Auto-Confirmation

The approval confirmation setting is managed in the Administration module: Administration > Entity Management > Order Partners > (Specific Order Partner) > Order Approval Confirmation Setting.

External Confirmation

Order requests are sent to the External Order Partner outside of OneStrata. For example, over email.

Order Confirmation TypeDescription

Anchor
External-Order-Confirmation
External-Order-Confirmation
External Confirmation

When an order is sent in OneStrata to an Order Partner configured for external confirmation (an external Order Partner), some actions are done in OneStrata and some actions are done outside of OneStrata.

Any communication with the vendor is done outside of OneStrata, for example over email.

Once the vendor

After the Order Partner

confirms or declines the order request externally,

the Agency user uploads

a document (like a screenshot or PDF) is uploaded to OneStrata

to confirm or decline the 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 request within Vendor Inbox, the decision and new 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 is sent in OneStrata (by clicking the Send button on the Order screen) by the Agency user, the 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 a list of a campaign's media orders, by Order Partner.

Orders Tab UI Elements

Image Removed

Item

Description

1Campaign Header

Include A Shared Block
shared-block-keyCampaign-Header-Reference
pageAbout Media Campaigns

2

Filters icon

Click to open the filter pane and filter through the list of Orders.

3

Search bar

A Shared Block
shared-block-keySearch-icon

Image Removed

Search for an Order by name or Order ID.

4

Order Grid

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

For more information, see Order Grid Reference.

AnchorOrder-Grid-ReferenceOrder-Grid-ReferenceOrder Grid ReferenceColumn NameDescription AnchorOrder-StatusOrder-StatusStatus (Order Status)

Image Removed

Image Removed

Image Removed

Image Removed

Image Removed

Image Removed

Image Removed

Image Removed

The status of the Order.

New: No confirmation request has been sent to the Order Partner
Pending: A confirmation request was sent to an Order Partner, and the Order has not been accepted or rejected yet
Confirmed: A confirmation request was sent to an Order Partner, and the Order was accepted
Declined: A confirmation request was sent to an Order Partner, and the Order was rejected
Revised-Unsent: An 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

as proof of their response, and the status of the order is updated accordingly.

Info

See also:


Anchor
In-System-Order-Confirmation
In-System-Order-Confirmation
In-System Vendor Confirmation

When an order is sent in OneStrata to an Order Partner configured for in-system confirmation (an in-system Order Partner), the order request is sent to Vendor Inbox for further action.

In Vendor Inbox, the selected vendor contact can confirm or decline the order request. Their decision is pushed to OneStrata, and the status of the order is updated accordingly.

If the internal seller workflow is enabled, an in-system Order Partner can be further specified as an internal seller Order Partner. Orders that are sent to an internal seller Order Partner are confirmed or declined in Vendor Inbox by an internal OneStrata Seller user, not by a third-party vendor.

Info

See also:


Anchor
Auto-Order-Confirmation
Auto-Order-Confirmation
Agency Auto Confirmation

When an order is sent in OneStrata to an Order Partner configured for agency auto confirmation (an auto-confirmation Order Partner), the order request is automatically confirmed, and the status of the order is immediately updated to Confirmed.

Biddable suppliers and tech providers are typically configured for auto confirmation.

Info

See also:


Order Partner Types

There are four types of Order Partners:

  • External Order Partners
  • In-system Order Partners
  • Internal seller Order Partners
  • Auto-confirmation Order Partners
Order Partner, the Revised-Unsent status changes to Pending.
Cancelled-Unsent: An 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.
Cancelled Requested: A cancellation request was sent to an Order Partner for an Order that was previously Confirmed. When the Order Partner accepts the cancellation request, the Cancelled Requested status changes to Cancelled.
  • Cancelled: An Order that was previously Confirmed, but is now cancelled.

    • Name & ID (Order Name & Order ID)

    Name (Order Name): The name of the Order. Click the Order Name link to open an Order and access its Order screen.

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

    Actualization Status

    Include A Shared Block
    shared-block-keyActualization-Statuses
    pageAbout Actualization

    The actualization status of the Order:

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

    For more information, see Actualization Grid Reference.

    Start Date

    The start date of the Order.

    End Date

    The end date of the Order.

    Gross (Vendor Gross Cost)

    Include A Shared Block
    shared-block-keyVendor-Gross-Cost
    pageCosts and Calculations

    Net (Vendor Net Cost)

    Include A Shared Block
    shared-block-keyVendor-Net-Cost
    pageCosts and Calculations

    Client (Client Gross Cost)

    Include A Shared Block
    shared-block-keyClient-Gross-Cost
    pageCosts and Calculations

    Action

    Open the Manage Order screen to split or merge Orders.

    About the Order Screen

    The Order screen contains more information about a specific Order.

    AnchorAccess-Order-screenAccess-Order-screenAccess the Order Screen of an Order

    Image Removed

    To access the Order screen of a particular Order, do the following:

    Navigate to the Orders tab of the campaign that contains the Order: Campaigns > Media Campaigns > (Specific Campaign) > Orders.
  • In the Order Grid, click the Name & ID value of the desired Order. By default, the Order screen opens on the Overview tab.

    • Orders Tab > (Specific Order) > Overview Tab UI Reference

    The Overview Tab provides a high-level summary of a specific Order.

    Orders Tab > (Specific Order) > Overview Tab UI Elements

    Image Removed

    Item

    Description

    1Order header

    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 (new schedule Placement, Media Package, or Cost Package lines)
    • Revised Items: The number of revised lines in the Order (revised schedule Placement, Media Package, or Cost Package lines)
    • Cancelled Items: The number of cancelled lines in the Order (cancelled schedule Placement, Media Package, or Cost Package lines)

    Also includes:

    • Version button: Click to select a specific version of the Order
    • Overview / Billing tabs: Click to navigate between the Order screen's Overview and Billing tabs
    2

    Campaign Details section

    Information about the campaign associated with the Order:

    • Campaign Name: The name of the campaign
    • Order ID: The unique, OneStrata 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
    3Comment History section

    Any comments made by the Agency or Vendor during the selected Order version's approval request process.

    4Contact section

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

    5Order 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.

    6Order Details section

    A table that contains information about each Placement in the selected Order version.

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

    7Terms & Conditions section

    The set of Terms & Conditions associated with the Order. Click the link to download a PDF copy of the Terms & Conditions.

    8Order Documents section

    Any documents that were previously uploaded to the Order. Click Upload Document to upload another document.

    9Order 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.

    10

    Action buttons

    Close link

    Image Removed

    Download Version button

    Image Removed

    Send button

    Image Removed

    Reassign Vendor button

    Image Removed

    Reminder Notification button

    Image Removed

    Actions that can be done on the Order screen:

    Close link: Close Order Details and return to the Orders list.
    Download Version button: 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, click to reassign the Order to another Order Partner.
    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 to take action.

    Orders Tab > (Specific Order) > Billing Tab UI Reference

    The Billing Tab displays a read-only list of each Billing Period line by Cost line, including External ID, Actualization Status, and Invoice Status. 

    Orders Tab > (Specific Order) > Billing Tab UI Elements

    Image Removed

    Item

    Description

    1Order Header

    Same as the Overview tab Order header.

    2

    Filters icon

    Include A Shared Block
    shared-block-keyFilters-icon
    pageAbout Schedules

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

    3

    Search bar

    Include A Shared Block
    shared-block-keySearch-icon
    pageAbout Orders

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

    4

    Columns icon

    Include A Shared Block
    shared-block-keyColumns-icon
    pageAbout Schedules

    Click to customize the columns displayed within the Billing Grid.

    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.

    AnchorBilling-Grid-ReferenceBilling-Grid-ReferenceBilling Grid ReferenceColumn NameDescriptionCost Line ID

    The unique, OneStrata 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 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 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 TotalThe Client Total Cost of the Billing Period line

    For more information, see About Entities > Order Partners > Order Partner Types

    .