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.
Order Terms and Concepts
This section contains information about terms and concepts related to orders in OneStrata.
Types of Order Confirmation
The process of sending an order request 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 confirmation:
- External Confirmation
- In-System Vendor Confirmation
- Agency Auto-Confirmation
| Order Confirmation Type | Description |
|---|---|
| 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 Details page) 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. |