Administration Module

Entity Management

Support Order Revisions After Changes to Order Confirmation Method

What is it? When the Order Partner confirmation setting is adjusted after initial setup in Admin > Entity Management > Order Partners, the order will go into a Revised state, allowing users to confirm the order without requiring assistance from OneStrata Support.

The Order Approval Confirmation Setting in Admin > Entity Management > Order Partners defines how orders under that Order Partner are handled within the system. There are three types of order confirmation settings:

External confirmation
In-system confirmation
Auto-confirmation

Previously, there was not support for certain scenarios where orders were created under one order confirmation setting and then that setting was changed. This led to potential data conflicts with SMBS or third party finance systems. Assistance from OnsStrata Support teams was required update to the correct Confirmed status and flow to the finance system.

Now, OneStrata has added support for all scenarios to maintain order continuity when changing to a new order confirmation setting selection. The order will go to a Revised state, display a message that the setting has changed, and allow buyers to Confirm themselves without requiring Support team assistance.

For more information, see Send an Order.

Where is it? This feature affects the Order Partners setting on the Entity Management tab within the Admin module.

Do I need to do anything? When there are active orders already sent under one of the methods and revisions are committed, that order will now follow the latest confirmation workflow.

No configuration changes are needed to see this in effect.

Data Fields and Templates

Add Cost Line, Media Line, and Ad Unit IDs in Concatenated Name Fields

What is it? Users can add Cost Lines, Media Lines, and Ad Unit IDs to custom concatenated name fields, such as the Media Package, Cost Package, or Ad Placement name fields. These field types can be added at the same schema level or higher. For example, the Media Package Name field can reference the Order, Cost Line, and Media Line IDs, but not the Ad Unit or Ad Placement IDs.

Where is it? This feature affects the Data Fields and Templates tab in the Admin module.

For more information, see Create a Data Field.

Do I need to do anything? These ID fields can now be added to formulas in the Admin > Data Fields and Templates page. Note: in some cases, such as prior to Save or Commit, the ID field may be blank. If that is the case, the system will update the ID value when the name is next recalculated.

Include Estimate External ID (EEID) in Order Details Template

What is it? The Estimate External ID field (EEID), which is the Estimate's ID in SBMS or a third party finance systems, is now available for inclusion on the Order Details configuration template. If selected, this field will display in the Campaign Details section of the Order UI and the header section of Order exports. If there are multiple Estimates applied to Cost Lines in the order, they will all be listed.

Where is it? This feature affects the Create a Template feature in the Data Fields and Templates tab in the Admin module.

Do I need to do anything? This field can now be added to Order Detail templates. As with other template changes, that selection will only apply to new campaigns created.