The New Delta Pre-Invoice Generation feature ensures that your invoicing process is accurate and up-to-date by comparing the latest invoiced amounts with new amounts and creating delta pre-invoice items for any differences. This feature handles various aspects of invoicing, including timesheet activities, flexible payment plans, packages, and invoice contacts, making your invoicing more efficient and reliable.
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The following new fields for delta invoicing are created which will calculate the outstanding amount based on changes done for Campaigns and what was already invoiced.
New API Name | New Label | Invoice Item API Name + Logic |
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GrossAmountB3Outstanding__c
| Outstanding Gross Amount B3 | GrossAmountB3delta__c
Additional Condition:
NonMedia__c == false |
GrossAmountB2Outstanding__c
| Outstanding Gross Amount B2 | GrossAmountB2delta__c
Additional Condition:
NonMedia__c == false |
GrossAmountB1Outstanding__c
| Outstanding Gross Amount B1 | GrossAmountB1delta__c
Additional Condition:
NonMedia__c == false |
InvoicedAmountNet1Outstanding__c
| Outstanding Invoiced Amount N1 | InvoicedAmountNet1delta__c
Additional Condition:
NonMedia__c == false |
InvoicedAmountNet2Outstanding__c
| Outstanding Invoiced Amount N2 | InvoicedAmountNet2delta__c
Additional Condition:
NonMedia__c == false |
InvoicedAmountNet3Outstanding__c
| Outstanding Invoiced Amount N3 | InvoicedAmountNet3delta__c
Additional Condition:
NonMedia__c == false |
NonMediaAmountOutstanding__c
| Outstanding Non-Media Amount | InvoicedAmountNet3delta__c
Additional Condition:
NonMedia__c == true |
DstAmountOutstanding__c
| Outstanding DST Amount | DstAmountdelta__c
Additional Condition:
DstRelevant__c == true && DstExempt__c == false |
NonTaxableAmountDstOutstanding__c
| Outstanding Nontaxable Amount (DST) | Based on TaxableAmountType__c :
InvoicedAmountNet2delta__c or
InvoicedAmountNet3delta__c Additional Condition:
DstRelevant__c == false || DstExempt__c == true
|
TaxableAmountDstOutstanding__c
| Outstanding Taxable Amount (DST) | Based on TaxableAmountType__c :
InvoicedAmountNet2delta__c or
InvoicedAmountNet3delta__c Additional Condition:
DstRelevant__c == true && DstExempt__c == false
|
VATAmount1Outstanding__c
| Outstanding VAT Amount (Type 1 (A)) | VATAmountdelta__c
Additional Condition:
VATExempt__c == false && VATType__c = '1'
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VATAmount1BOutstanding__c
| Outstanding VAT Amount (Type 1 (B)) | VATAmountBdelta__c
Additional Condition:
VATExempt__c == false && VATType__c = '1'
|
VATAmount2Outstanding__c
| Outstanding VAT Amount (Type 2 (A)) | VATAmountdelta__c
Additional Condition:
VATExempt__c == false && VATType__c = '2'
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VATAmount2BOutstanding__c
| Outstanding VAT Amount (Type 2 (B)) | VATAmountBdelta__c
Additional Condition:
VATExempt__c == false && VATType__c = '2'
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TaxableAmountVatType1Outstanding__c
| Outstanding Taxable Amount (VAT Type 1) | Based on TaxableAmountType__c:
InvoicedAmountNet2Delta__c + DstAmountDelta__c
or
InvoicedAmountNet3Delta__c + DstAmountDelta__c
Additional Condition:
VATExempt__c == false && VATType__c == '1'
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TaxableAmountVatType2Outstanding__c
| Outstanding Taxable Amount (VAT Type 2) | Based on TaxableAmountType__c:
InvoicedAmountNet2Delta__c + DstAmountDelta__c
or
InvoicedAmountNet3Delta__c + DstAmountDelta__c
Additional Condition:
VATExempt__c == false && VATType__c == '2'
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NonTaxableAmountTotalOutstanding__c
| Outstanding Nontaxable Amount (VAT Total) | Based on TaxableAmountType__c :
InvoicedAmountNet2delta__c + DstAmount__c or
InvoicedAmountNet3delta__c + DstAmount__c Additional Condition:
VATExempt__c == true or TaxableAmountType__c not supported or VATType__c not supported
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