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 in OneStrata (by clicking the Send button on the Order Details page) depends on how the Order Partner has been configured to receive and confirm orders. This setting is defined on the Administration > Entity Management > Order Partners > (Specific Order Partner) > Details tab, in the Order Approval Confirmation Setting section.
There are three types of order confirmation:
- External Confirmation
- In-System Vendor Confirmation
- Agency Auto-Confirmation
| Order Confirmation Type | Description |
|---|---|
External Confirmation | When an order is sent in OneStrata to an Order Partner configured for external confirmation (an external Order Partner), some actions are done in OneStrata and some actions are done outside of OneStrata. Any communication with the vendor is done outside of OneStrata, for example over email. Once the vendor confirms or declines the order request externally, a document (like a screenshot or PDF) is uploaded to OneStrata as proof of their response, and the status of the order is updated accordingly. |
In-System Vendor Confirmation | When an order is sent in OneStrata to an Order Partner configured for in-system confirmation (an in-system Order Partner), the order request is sent to Vendor Inbox for further action. In Vendor Inbox, the selected vendor contact can confirm or decline the order request. Their decision is pushed to OneStrata, and the status of the order is updated accordingly. If the internal seller workflow is enabled, an in-system Order Partner can be further specified as an internal seller Order Partner. Orders that are sent to an internal seller Order Partner are confirmed or declined in Vendor Inbox by an internal OneStrata Seller user, not by a third-party vendor. |
Agency Auto Confirmation | When an order is sent in OneStrata to an Order Partner configured for agency auto confirmation (an auto-confirmation Order Partner), the order request is automatically confirmed, and the status of the order is immediately updated to Confirmed. Biddable suppliers and tech providers are typically configured for auto confirmation. |