Cancel a Confirmed Order

When canceling an order or part of an order that was already committed and confirmed, there are three main steps:

1. Cancel the corresponding lines on the campaign schedule.
2. Re-commit the schedule to create an order cancellation request.
3. Send and confirm the cancellation request with the Order Partner as required.

To cancel a confirmed order (an order with the status Confirmed), do the following:

1. Navigate to the Schedule tab of the campaign that contains the order to be canceled.
   
   
2. On the Schedule tab, do the following:
   
   
   1. Select the desired Schedule grid line(s).
      
      
   2. Click the Cancel button. The status of the Schedule grid line(s) changes from Committed to Draft - Cancelled.
      
      
   3. Click the Save Changes button. 
      
      
   4. Optional: Depending on Agency or Enterprise settings, changes to a committed schedule may require re-approval. If the Commit button is inactive, re-obtain the necessary approvals before continuing.
      
      
   5. Select the Schedule grid line(s) to be canceled again.
      
      
   6. Click the Commit button to re-commit the schedule and create an order cancellation request within OneStrata.
      
      
3. On the Order tab, open the Order Details page of the order.
   
   
4. Click the Cancel button to send the Order Partner an order cancellation request.
   
   
5. Depending on the type of the Order Partner, additional steps may be required:
   

   Order Partner Type	Step(s)
   External Confirmation Order Partner	Notify the Order Partner about the order cancellation request outside of OneStrata. When the Order Partner confirms the order cancellation request, upload a confirmation document on the Order Details page.
   In-System Confirmation Order Partner	The Order Partner must confirm or decline the order cancellation request within Vendor Inbox.
   Auto-Confirmation Order Partner	The order cancellation request is automatically accepted. No further action is required.

Download an Order

To download an order, do the following:

1. Navigate to the Order Details page of the desired order.
   
   
2. Optional: By default, the Order Details page displays the most recent version of the order. If desired, click the Version menu and select a different order version.
   
   
3. Optional: By default, the Order Details page uses the default Order Details template. If there are multiple Order Details templates and the order has not been sent yet, it is possible to select a different template. If desired, click the Template menu and select a different Order Details template.
   
   
4. Click Download Version.
   
   
5. Select the download format, a PDF file or an Excel sheet.

Revise a Confirmed Order

When revising an order that was already committed and confirmed, first make the desired changes on the Schedule grid. Then, re-commit the new or modified Schedule grid lines. Re-send and re-confirm the order with the Order Partner as required.

To revise a confirmed order (an order with the status Confirmed), do the following:

1. Navigate to the Schedule tab of the campaign that contains the order to be revised.
   
   
2. On the Schedule tab, do the following:
   
   
   1. Make the desired changes in the Schedule grid.
      
      
   2. Click the Save Changes button. The new or modified Schedule grid lines now have the status Draft - New or Draft - Revised.
      
      
   3. Optional: Depending on Agency or Enterprise settings, changes to a committed schedule may require re-approval. If the Commit button is inactive, re-obtain the necessary approvals before continuing.
      
      
   4. Select the new or modified Schedule grid lines.
      
      
   5. Click the Commit button to re-commit the schedule and create a revised order.
      
      
3. Depending on Agency settings, order revisions are either automatically sent to an Order Partner or must be manually re-sent. This setting is managed on the Administration > Application Settings > Order Management page.
   
   

   Option	Step(s)
   If automatically sending order revisions is enabled:	No further user action is required.
   If automatically sending order revisions is not enabled:	Choose the appropriate action: If the Order Partner is configured for External Confirmation, follow the steps for sending an order to an External Order Partner. If the Order Partner is configured for In-System Confirmation, follow the steps for sending an order to an In-System Order Partner. If the Order Partner is configured for Auto-Confirmation, the revised order is confirmed as soon as the schedule is re-committed. No further action is required.

Reassign the Vendor Contact

If a vendor contact for an In-System Order Partner has been sent an order, it is possible to reassign the responsibility to review the order to another contact.

To reassign the vendor contact, do the following:

1. On the Order Details page of the desired order, click the Reassign Vendor button to open the Reassign Vendor widget.
   
   
2. In the Reassign Vendor widget:
   

   Field Name	Step(s)
   Read-only Template	Review the applied Order Details template.
   Read-only Original Vendor Contact Email Address	Review the email address of the original vendor contact.
   New Vendor Contact Email Address	Select or enter the email address of the vendor contact who will be reassigned to review the order request.
   Optional Add Comment	Optional: Enter a comment about the order request. The text that is entered here is included in the email to the new vendor contact, and is also added to the Comment History section of the order's Order Details page.

   
   
   
3. Click the Send button. The new vendor contact receives an email informing them that they have been sent an order in Vendor Inbox.

Send an Order Reminder

If a vendor contact for an In-System Order Partner has been sent an order, but has not confirmed or declined the request yet, it may be helpful to send them a reminder to take action in Vendor Inbox.

To send an order reminder, do the following:

1. On the Order Details page of the desired order, click the Reminder Notification button to open the Reminder Notification widget.
   
   
2. In the Reminder Notification widget:
   

   Field Name	Step(s)
   Read-only Template	Review the applied Order Details template.
   Read-only Vendor Contact Email Address	Review the email address of the vendor contact.
   Optional Add Comment	Optional: Enter a comment about the order request. The text that is entered here is included in the email to the new vendor contact, and is also added to the Comment History section of the order's Order Details page.

   
   
   
3. Click the Send button. The vendor contact receives an email reminding them to confirm or decline the order request.