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The system validates that all invoice dates stay within the same fiscal year as the media campaign to avoid to set aside reserves! Also, make sure that your administrator has activated the FPP!

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These values get then used to create pre-invoices and invoices.

This in is an optional feature. A new admin setting allows your admin to enable that feature read more here 7.6.6 Set up Flexible Payment Plans (FPP)

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  1. Use the App Launcher and search for the Object Flexible Payment Plan
  2. Open your campaign item and click in on the related list Flexible Payment Plan on the new button

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  • Select the relevant Campaign Item (if not created out of an item)
  • Make sure to only use either
    • the Amount OR
    • the Percentage a field in all FPP for this campaign item.
  • Give the plan a name in the field Payment Plan 
  • Optionally add a description for yourself and your co-workers.


Make sure to obey the following rules:

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titleRules

Validation Rules

  • Each campaign item , can only have one flexible payment plan for any given date
  • A flexible payment plan can't be changed or deleted if it is used/referenced for/by an invoice
  • Either field Amount or PercentageAmount of a flexible payment plan has to be defined, but not both.
  • The InvoiceDate of a flexible payment plan must be in the same fiscal year of the media campaign if the feature "Prevent Fiscal Year Overlapping" in settings is activated.
  • For each campaign item
    • the total amount of all its flexible payment plans must equal to the given amount of the campaign item OR
    • the sum of field PercentageAmount of all its flexible payment plans must not be bigger than 100%
  • For package products
    • if one component product has a flexible payment plan defined, all other component products must have flexible payment plan too
  • Flexible Payment Plan records can only be created, updated or deleted if all related billed Invoice Items are cancelled. 

Status Flag

If those rules are not followed or no FPP data has been entered the red status flag will be shown:

The little status field will reflect if all these rules are obeyed and show a green flag.

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