Table of Contents
View All Financial Orders
To view all financial orders on the Financial Orders Management page, do the following:
- Navigate to Finance > Financial Orders.
Manually Export a Financial Order to an External Finance System
In OneStrata, the Financial Order Export setting controls how financial orders are exported to an external media finance system, such as SBMS:
- Automatic and Require Media Order Send to Vendor is Off: Financial orders are automatically exported when a schedule is committed
- Automatic and Require Media Order Send to Vendor is On: Financial orders are automatically exported when a media order is sent to the Vendor
- Manual: All financial orders must be manually exported, from the Financial Order Management page
The Financial Order Export setting is managed by OneStrata. If you want to edit this setting, contact your OneStrata representative
To manually export a financial order to an external finance system, do the following:
- Navigate to the Financial Order Management page (Finance > Financial Orders).
- Select the financial orders that you want to export, by doing one of the following:
- Select an individual financial order row
- Select a Media Campaign or Estimate row. This will automatically select all of the financial orders rows that are nested under the Media Campaign or Estimate.
- Click the Export Financial Order button.