Table of Contents
Overview
The Order Details page contains detailed information about a specific order.
Access the Order Details Page of a Specific Order
To access the Order Details page of a specific order, do the following:
- Navigate to the Orders tab of the campaign that contains the desired order.
- In the Order grid, click the Name & ID value of the order. By default, the Order Details page opens on the Overview tab.
Order Details Overview Tab UI Elements
The Order Details > Overview tab provides a high-level summary of a specific order.
The Overview tab contains the following elements:
Item | Description | |
|---|---|---|
| 1 | Overview section | General information about the selected order version:
Also includes:
|
| 2 | Template menu | Which Order Details template is being applied. Click the Template menu to select a different Order Details template. |
| 3 | Version menu | Which order version is being displayed. Click the Version menu to select a different order version. |
| 4 | Campaign Details section | Information about the campaign associated with the order:
|
| 5 | Comment History section | Any comments made by the agency or vendor during the selected order version's order confirmation process. |
| 6 | Contact section | The Agency/Business Unit Contact, the Order Partner Contact, and the Payee Contact associated with the order. |
| 7 | Order 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. |
| 8 | Order Details grid | A table that contains information about each committed Cost Line, for 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. |
| 9 | Terms & Conditions section | The set of Terms & Conditions associated with the order. Click the link to download a PDF copy of the Terms & Conditions. |
| 10 | Order Documents section | Any documents that were previously uploaded to the order. Click Upload Document to upload another document. |
| 11 | Order 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. |
| 12 | Action buttons Close link
Download Version button
Send button
Reassign Vendor button
Reminder Notification button
| Actions that can be done on the Order Details page:
|
Order Details Grid Reference
The Order Details grid contains information about each committed Cost Line, for the selected order version.
The table below describes the default Order Details columns. If a OneStrata enterprise has created their own custom Order Details template, the Schedule grid may contain fewer or more columns, in a different order.
For more information, see Order Details Template and Input Types.
Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro. The table is being loaded. Please wait for a bit ... Input Type Column Name Copied Line Type Copied Status ID External Provider ID On an Order Details template, the External Provider ID field is not a unique field that can be added or removed from the template. Instead, the External Provider ID field is "tied" to the Id field; if the Id field is added to an Order Details template, any Order Details grids generated from that template includes the ID and External Provider ID columns. This value only applies to Cost Lines that are linked to a DSP insertion order, search campaign, or social campaign: Copied Start Date The start date of the Schedule grid line. Copied End Date The end date of the Schedule grid line. Copied Supplier Copied Name Copied Format Copied Format Dimension The dimensions of the Schedule grid line. Copied Rate Type The pricing model by which the Schedule Grid line is purchased, such as CPM (Impressions), CPC (Clicks), or Fixed. The Rate Type value determines the type of unit represented in the Units value, and is required before entering rate, units, or cost information. Copied Vendor Net Rate (VC) The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added. Copied Units Copied Vendor Net Cost (VC) The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added. Copied Unit Calendar A visual representation of how many units are scheduled to run per Flight Period, grouped by calendar month. For more information, see Unit Calendar.Description The type of Schedule Grid line. The status of the Schedule grid line. Copied The OneStrata-generated identification number of the Schedule grid line. Copied The Supplier entity assigned to the Schedule grid line. The name of the Schedule grid line. The format type of the Schedule grid line. The number of units being purchased.
Order Details Billing Tab UI Elements
The Order Details > Billing tab displays a read-only list of each Billing Period line by Cost line, including External ID, actualization status, and invoice status.
The Billing tab contains the following elements:
Item | Description | |
|---|---|---|
| 1 | Order header | Same as the Overview tab order header. |
| 2 | Filters icon | Click to open the filter pane and filter through the list of the order's committed Schedule grid lines. |
| 3 | Search bar | Search for a committed schedule line within the order by Cost Line Name or Cost Line ID. |
| 4 | Columns icon | Click to customize the columns displayed within the Billing grid. |
| 5 | Order Billing Grid | A read-only list of each billing period by Cost Line, for the selected order version. For more information, see Order Billing Grid Reference. |
| 6 | Action buttons | Same as the Overview tab Action buttons. |
Order Billing Grid Reference
The Order Billing grid displays a read-only list of each billing period by Cost Line, for the selected order version.
| Column Name | Description |
|---|---|
| Cost Line ID | The unique, OneStrata-generated 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-generated identification number of the Billing Period line. |
| Status | The status of the Billing Period line:
|
| 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-generated 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:
|
| Client Gross | The Client Gross Cost of the Billing Period line. |
| Client Net | The Client Net Cost of the Billing Period line. |
| Client Total | The Client Total Cost of the Billing Period line. |