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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

Orders 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 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.

OneStrata Orders Terms and Concepts

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

Types of Order Partner Approval Confirmation

The process of sending an Order to an Order Partner depends on how the Order Partner has been configured to receive and confirm Orders. This setting is defined in the Administration module: Administration > Entity Management > Order Partners > (Specific Order Partner) > Order Approval Confirmation Setting.

There are three types of Order Partner Approval Confirmations:

  • External Confirmation
  • In-System Vendor Confirmation
  • Agency Auto-Confirmation
Order Partner Approval Confirmation TypeDescription
External Confirmation

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

After the Order Partner confirms or declines the order externally, the Agency user uploads a document (like a screenshot or PDF) 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 information about a campaign's media orders.

Orders Tab UI Elements


Item

Description

1Campaign Header

2

Filters icon


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

3

Search bar

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.

Order Grid Reference

A non-exhaustive list of the most common Order Grid columns. Depending on how an agency or Enterprise has been configured, the Order Grid may contain more or fewer columns, in a different order.

Column NameDescription

Status (Order Status)

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 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.

  • Cancellation 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

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)

The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.

Net (Vendor Net Cost)

The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.

Client (Client Gross Cost)

The amount that the client is quoted, before any discounts are applied.

Action

Click to open the Manage Order screen, and split or merge Orders.

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