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Challenge

A Campaign Item was set up

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to be invoiced to one debtor. However, it was either intended

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Solution

Setup

Info

This requires the ADvendio Lightning Flows Extension. Ask your admin to 7.6.11 Install the Split Billing Lightning Flow.

When you create a Media Campaign you usually select a debtor and bill the whole campaign to one account. But occasionally you might want to split the bill between two accounts. To simplify this process we prepared a lightning flow for you that will let you do this without the effort of manually creating a new Media Campaign.

You can either proceed below by reading our Wiki or you can watch the following video explaining the feature:

Widget Connectorwidth1000to be, or now needs to be, split across two debtors. The challenge is carrying out this splitting easily while also ensuring that any existing invoices are cancelled and reissued correctly.

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Solution

ADvendio Lightning Flows Extension provides a pre-configured Lightning Flow to split billing of a single Campaign Item across two debtors.

The following video explains the feature in full and full step by step guidelines are below:

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urlhttps://www.youtube.com/watch?v=B55-20aQN7Y&t=6s
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500px

To split the billing for a Campaign Item of a Media Campaign got to the Campaign Item and click on the action "Split Billing".Image Removed

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A pop-up will open for you to select where the new payer/debtor account for this item can be selected. Choose the right account and hit press "Next".Image Removed

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In the next screen you have to , enter the percentage how much of the Sales Price of the Campaign Item which should be billed to the new payer. Hit "Next".Image Removeddebtor. The default suggested amount is 50%. Press “Next

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In the last step confirm that you want to create the creation of a new Media Campaign and Campaign Item to bill the new payer by clicking "Finish". Image RemovedThe screen will also inform the user of the name under which to find the new Media Campaign. If any changes need to be made, press “Previous

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Results:

  • there will be a new Media Campaign created with the name of the original Media Campaign and the suffix "_new".

  • The debtor of this Campaign will be the selected "payer".

  • The new Media Campaign will contain a clone of the original Campaign item with the Sales Price calculated according to the entered percentage.

  • The Sales Price of the original Campaign Item will be re-calculated with the counter-value of the entered percentage so that the sum of both new Sales Prices will be the same as the original Sales Price.

EXAMPLE: If the original Campaign item has a Sales Price of 100 € and the split is set to 50% the original Campaign item and the clone Campaign Item will both have a Sales Price of 50 € after the Billing Split.

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Setup