Table of Contents
Overview
When schedule lines are committed on the Schedule grid, located on the Schedule tab, OneStrata automatically does the following:
- On the Schedule tab: Enables automatic flight period soft locking
- On the Orders tab: Groups committed lines with the same Order ID into orders on the Orders grid
- On the External Integrations tab: For Placement lines with a Technology Assignment value, creates one or more Ad Placement lines on the Ad Server grid
- On the Actualization tab: Creates one or more Order, Cost Package, Media Package, Placement, Fee, and Billing Period lines on the Actualization grid
The Actualization Grid lines can then be updated with actual delivery data from a Supplier or 3rd Party source and actualized. Actualizing a schedule Placement or Fee is done by actualizing the corresponding Cost or Fee lines.
Actualize a Standard Media Placement or Non-Media Fee
To actualize a standard media Placement or non-media Fee, do the following:
- Open the appropriate media campaign.
- Navigate to the campaign's Actualization tab.
- Select the Standard Actualization Grid, if it is not already selected.
- Click the Billing Period(s) filters and select the appropriate billing period months.
- Select the Cost or Fee line that corresponds to the desired media Placement or non-media Fee.
- Click Roll settings and select one of the delivery balance roll options: None, Proportionally, Next Month, or Last Month.
- Click the Apply Source button and select a source for the Cost or Fee line's Actual values: Committed, Site, or 3rd Party.
- Optional: If desired, make additional changes to the Cost or Fee line. For example, manually adjusting an Actual value.
- Click the Actualize button.
Actualize a Margin Media Placement or Non-Media Fee
To actualize a margin media Placement or non-media Fee, do the following:
- Open the appropriate media campaign.
- Navigate to the campaign's Actualization tab.
- Select the Margin Actualization Grid, if it is not already selected.
- Click the Billing Period(s) filters and select the appropriate billing period months.
- Identify and select the Cost or Fee line that corresponds to the desired media Placement or non-media Fee.
- Click Roll settings and select one of the delivery balance roll options: None, Proportionally, Next Month, or Last Month.
- If necessary, update two out of the three values: Vendor Net Cost (VC), Margin %, and Client Net Cost (VC). The third value automatically triangulates from the other two values. For more information, see Actualization Grid Reference.
- Click the Actualize button.