Applying DST (Daylight Saving Time) to your Media Campaigns within ADvendio is an automated, synchronised process. DST can be set up currently based on the selling country and requires a few configuration steps before it can be used.
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Important: In relevant AdSpec, ensure that both the VAT (Value Added Tax) and DST (Daylight Saving Time) checkboxes are set to "True." |
All steps below must be completed before DST can be used and applied within your org.:
Steps to follow:
In order to set up the correct calculation of DST for your Media Campaigns and Invoices you have to do the following steps:
1. Prepare Picklists/Record Types - Update Customers Only
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To create or edit a custom DST setting do this:
Navigate to Setup > Custom Code > Custom Settings (Classic: Setup > Develop > Custom Settings)
Select DST > Manage
Click New or Edit next to existing records.
Enter a Name for this DST information, for instance, use "Austria_2022".
Enter the Rate in %, for instance, use "5" or "10".
Use the Seller Country field to determine the country for the DST Rate to be applicable. If you only sell from one country this is the only setting you will need to create.
Enter Valid From
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and Valid to, if this DST setting is valid in a specific time frame.
Click the button Save.
Please make sure that the entered values for Seller Country are identical to those in the Company Profile / Legal Entity. Otherwise, the system will not be able to match the correct DST Rate!
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Navigate to the object Legal Entities. Open all your records and enter the
Country ISO Code (recommended!) or alternatively use the free text field
Country
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3b. Salesforce Organisation's country
If you are not using Legal entities please make sure that you have entered a country in your Salesforce Organisation as the system will choose your Salesforce Org's country/state as Seller Country. You will find this under Setup > Company Information. Make sure to fill the Address field Country with the 2-digit Alpha ISO Code of your country. List can be found here: http://data.okfn.org/data/core/country-list
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Make sure your Ad Specs which are applicable for DST have the DST-relevant checkbox set.
5. Configure your Invoice and Quote Preferences
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Ad Spec
DST relevant
Media Campaign
DST Exempt
DST Amount
DST Rate
Invoiced Amount DST
Non Taxable Amount DST
Taxable Amount DST
Campaign Item
DST Exempt
DST Amount
DST Rate
Invoice
DST Exempt
DST Amount
DST Rate
Invoiced Amount DST
Non-Taxable Amount DST
Taxable Amount DST
Invoice Item
DST Exempt
DST Amount
DST Rate
DST relevant
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