Overview

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Orders on the Order Grid can then be sent to Order Partners to secure inventory.

OneStrata Orders Terms and Concepts

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

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. There are three types of Order approval confirmations:

External Confirmation
In-System Vendor Confirmation
Agency Auto-Confirmation

The approval confirmation setting is managed in the Administration module: Administration > Entity Management > Order Partners > (Specific Order Partner) > Order Approval Confirmation Setting.

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 a list of a campaign's media orders, by Order Partner.

Orders Tab UI Elements

	Item	Description
1	Campaign Header
2	Filters icon	Click 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

Column Name	Description
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. Cancelled 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	Open the Manage Order screen to split or merge Orders.

About the Order Screen

The Order screen contains more information about a specific Order.

Access the Order Screen of an Order

To access the Order screen of a particular Order, do the following:

Navigate to the Orders tab of the campaign that contains the Order: Campaigns > Media Campaigns > (Specific Campaign) > Orders.
In the Order Grid, click the Name & ID value of the desired Order. By default, the Order screen opens on the Overview tab.

Orders Tab > (Specific Order) > Overview Tab UI Reference

The Overview Tab provides a high-level summary of a specific Order.

Orders Tab > (Specific Order) > Overview Tab UI Elements

	Item	Description
1	Order header	General information about the selected Order version: Name: The name of the Order Order Status: The status of the Order Last Updated Date: When the Order was most recently updated within OneStrata Last Updated By: Which OneStrata user most recently updated the Order Last Updated Email: The email of the OneStrata user that most recently updated the Order New Items: The number of new lines in the Order (new schedule Placement, Media Package, or Cost Package lines) Revised Items: The number of revised lines in the Order (revised schedule Placement, Media Package, or Cost Package lines) Cancelled Items: The number of cancelled lines in the Order (cancelled schedule Placement, Media Package, or Cost Package lines) Also includes: Version button: Click to select a specific version of the Order Overview / Billing tabs: Click to navigate between the Order screen's Overview and Billing tabs
2	Campaign Details section	Information about the campaign associated with the Order: Campaign Name: The name of the campaign Order ID: The unique, OneStrata identification number of the Order Flight Date: The start and end dates of the campaign Client: The Client of the campaign Product: The Product of the campaign
3	Comment History section	Any comments made by the Agency or Vendor during the selected Order version's approval request process.
4	Contact section	The Agency/Business Unit Contact, the Order Partner Contact, and the Payee Contact associated with the Order.
5	Order section	The total cost and cost breakdown of the selected Order version. The previous Order version's total cost is also displayed, if there is one.
6	Order Details section	A table that contains information about each Placement in the selected Order version. The columns and column order of the Order Details table depend on Enterprise settings, and are defined in the Administration module: Administration > Data Fields and Templates > Order Detail Template.
7	Terms & Conditions section	The set of Terms & Conditions associated with the Order. Click the link to download a PDF copy of the Terms & Conditions.
8	Order Documents section	Any documents that were previously uploaded to the Order. Click Upload Document to upload another document.
9	Order Confirmation section	The Agency and Order Partner Contacts, and when the selected Order version was confirmed. If the Order Partner is configured for External Confirmation, the uploaded proof of confirmation is included and can be downloaded.
10	Action buttons Close link Download Version button Send button Reassign Vendor button Reminder Notification button	Actions that can be done on the Order screen: Close link: Close Order Details and return to the Orders list. Download Version button: Download the selected Order version as a PDF or Excel file. Send button: Click to send the Order to the Order Partner. Reassign Vendor button: Only available when an Order has been sent to an Order Partner configured for In-System Confirmation. If the Order status is Confirmed or Declined, click to reassign the Order to another Order Partner. Reminder Notification button: Only available when an Order has been sent to an Order Partner configured for In-System Confirmation. If the Order status is Pending, click to send a reminder to the Order Partner to take action.

Orders Tab > (Specific Order) > Billing Tab UI Reference

The Billing Tab displays a read-only list of each Billing Period line by Cost line, including External ID, Actualization Status, and Invoice Status.

Orders Tab > (Specific Order) > Billing Tab UI Elements

	Item	Description
1	Order Header	Same as the Overview tab Order header.
2	Filters icon	Click to open the filter pane and filter through the list of the Order's committed schedule lines.
3	Search bar	Search for a committed schedule line within the Order by Cost Line Name or Cost Line ID.
4	Columns icon	Click to customize the columns displayed within the Billing Grid.
5	Billing Grid	A read-only list of each billing period by cost line, including external ID, actualization status and invoice status. For more information, see Billing Grid Reference.
6	Action buttons	Same as the Overview tab Action buttons.

Billing Grid Reference

Column Name	Description
Cost Line ID	The unique, OneStrata identification number of the schedule line associated with the Billing Period line.
Cost Line Name	The name of the schedule line associated with the Billing Period line.
Billing Period Id	The unique, OneStrata identification number of the Billing Period line.
Status	The status of the Billing Period line: Active Cancelled
Start Date	The start date of the Billing Period line.
End Date	The end date of the Billing Period line.
Rate Type	The Rate Type of the Billing Period line.
Units	The number of units of the Billing Period line.
Vendor Gross	The Vendor Gross Cost of the Billing Period line.
Vendor Net	The Vendor Net Cost of the Billing Period line.
External ID	The External ID of the Billing Period line. A Billing Period line only has an External ID if it has been exported to an external financial system.
Actualization Status	The Actualization Status of the Billing Period line.
Invoice Status	The Invoice Status of the Billing Period line.
Invoiced Amount	The amount of the invoice associated with the Billing Period line.
Estimate ID	The unique, OneStrata identification number of the Estimate associated with the Billing Period line.
Estimate Name	The name of the Estimate associated with the Billing Period line.
Cost Category	The Cost Category associated with the Billing Period line.
Product ID	The identification number of the Product associated with the Billing Period line.
Product Name	The Product associated with the Billing Period line.
Estimate Start Date	The start date of the Estimate associated with the Billing Period line.
Estimate End Date	The end date of the Estimate associated with the Billing Period line.
Estimate Budget	The budget of the Estimate associated with the Billing Period line.
Estimate Currency	The currency type of the Estimate associated with the Billing Period line.
Purchase Order ID	The unique, OneStrata identification number of the Purchase Order associated with the Billing Period line.
Invoice Lock	Whether the Billing Period line is locked or unlocked: Lock: Changes cannot be made to the Billing Period line Unlock: Changes can be made to the Billing Period line
Client Gross	The Client Gross Cost of the Billing Period line.
Client Net	The Client Net Cost of the Billing Period line.
Client Total	The Client Total Cost of the Billing Period line.

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OneStrata Orders Terms and Concepts