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Functionality of Status “Reviewed”:
Reviewed pre-invoices are not updated, similar to invoiced invoices.
Draft pre-invoices can be updated or reassigned as needed.
Resetting Status to Draft:
If any amounts (B3 → N3) change or new pre-invoice items match a reviewed pre-invoice, the status is reset to Draft.
Prevents creation of unnecessary additional delta pre-invoices.
Invoice Assignment Rules:
Ensures that pre-invoice assignments are managed efficiently without creating duplicate pre-invoices.
Rounding during delta preinvoice generation
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Validations relevant to Pre-
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invoice Generation
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InvoiceAmount__cGrossAmountB3__cGrossAmountB2__cGrossAmountB1__cInvoicedAmountNet1__cInvoicedAmountNet2__cInvoicedAmountNet3__cInvoiceSurchargeB3Abs__cInvoiceSurchargeB2Abs__cRateDiscount1AbsCustom__cRateDiscount2AbsCustom__cRateDiscount3AbsCustom__cRateDiscount4AbsCustom__cInvoicedQuantity__cSalesPrice__c
Validations relevant to Pre-invoice Generation
Following validations are in place for Media campaign and Campaign items for when the pre-invoice generation is triggered
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Media Champaign Conditions
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Error Message
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MediaCampaign__c.PaymentInterval__c is not filled
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Missing fields: Payment Interval, Payment Start, ...
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MediaCampaign__c.PaymentStart__c is not filled
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MediaCampaign__c.PaymentDueDate__c is not filled
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MediaCampaign__c.Campaign_Start_Date__c is not filled
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MediaCampaign__c.Campaign_End_Date__c is not filled
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MediaCampaign__c.PaymentInterval__c is weekly in combination with Custom Fiscal Period enabled on Admin Settings
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A payment interval weekly (1 week) is not supported when fiscal periods are activated.
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Champaign Item Condition
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Error Message
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Campaign_Item__c.BillMe__cis not set
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items without bill me set will be ignored
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/
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PacketItem__r.BillMe__cis not set
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package components with bill me set will be ignored if the related package header doesn’t have bill me set
| Note |
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Packages are not supported yet in the delta pre-invoice generation. |
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/
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MediaCampaign__c.PaymentInterval__c is weekly and the Billing category is Budget
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The first encountered budget item related to a weekly media campaign will throw an error
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Pre-invoice generation is not supported for the Budget billing category with a weekly payment interval.
| Info |
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Using the media campaign button with standard pre-invoice generation: |
Customers can change unlimited invoicing to true/false when the campaign items are partially or fully invoiced for delta invoicing.
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The “Update delivery data” button has been removed from the Invoice object and this action of updating the delivered quantity is included in the PreInvoice generation and the Pre-invoice update stage is included in the old billing run. We strongly advise removing all the custom flows or actions related to this button.
When the pre-invoices are generated for the media champaign with weekly payment interval when the Admin Setting “Enable calculation of Revenue Schedules Daily“ is disabled it will create Pre-Invoices with a 0 as invoice item InvoicedQuantity__c and QuantityDelivered__c. Kindly report if it gives a null pointer error.
If the campaign item is changed/edited without optimizer the changes will not be reflected automatically in the pre-invoices and the run pre-invoices button has to be triggered to have the change reflected in the pre-invoice. With optimizer, the pre-invoice gets updated automatically
Absolute Surcharges and Discount
A new rounding-off logic is in place for the calculation of absolute surcharges and discounts
Positive absolute surcharges make use of the rounding mode
HALF_DOWNNegative absolute surcharges make use of the rounding mode
HALF_UPAbsolute discounts make use of the rounding mode
FLOORAmounts based on actuals make use of the rounding mode
HALF_UP
Due to the new rounding logic, the user may notice a cent difference between periods.
The updated logic ensures that when the total campaign item amount matches the invoice amount (indicating the campaign item was fully invoiced), no delta pre-invoice items are created.
In cases where the campaign item amounts do not match the invoice item amounts combined, delta invoice items will still be created.
The amounts of Absolute discounts and absolute surcharges in case of unlimited invoicing are capped at the amount of Sales Price
| Info |
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The new logic in place would produce a one-cent difference in version 2.171 and 2.172 To avoid this difference in 2.171 users can limit MC where the pre-invoice generation is run (Setting on the admin settings) The numbers in the table are just for an example |
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Version 171 or lower
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Version 172+
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Surcharge B3 Abs used for amount calculation
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16.66499999999999999999999999999999560010000000
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16.665
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Calculation used for Surcharge B3 Abs
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Campaign Surcharge B3 / Campaign Item Sales Price * (capped) invoice item sales price
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Campaign Item Surcharge B3 * invoice item distribution ratio
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Amount B2 before rounding
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1683.33499999999999999999999999999999560010000000
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1683.335
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Rounding Mode
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HALF_UP
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HALF_UP
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Amount B2 rounded
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1683.33
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Following validations are in place for Media campaign and Campaign items for when the pre-invoice generation is triggered
Media Champaign Conditions | Error Message |
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Champaign Item Condition | Error Message | |||
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| items without bill me set will be ignored | / | ||
| package components with bill me set will be ignored if the related package header doesn’t have bill me set
| / | ||
| The first encountered budget item related to a weekly media campaign will throw an error | Pre-invoice generation is not supported for the Budget billing category with a weekly payment interval.
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Customers can change unlimited invoicing to true/false when the campaign items are partially or fully invoiced for delta invoicing.
| Info |
|---|
The “Update delivery data” button has been removed from the Invoice object and this action of updating the delivered quantity is included in the PreInvoice generation and the Pre-invoice update stage is included in the old billing run. We strongly advise removing all the custom flows or actions related to this button. When the pre-invoices are generated for the media champaign with weekly payment interval when the Admin Setting “Enable calculation of Revenue Schedules Daily“ is disabled it will create Pre-Invoices with a If the campaign item is changed/edited without optimizer the changes will not be reflected automatically in the pre-invoices and the run pre-invoices button has to be triggered to have the change reflected in the pre-invoice. With optimizer, the pre-invoice gets updated automatically |
Absolute Surcharges and Discount
A new rounding-off logic is in place for the calculation of absolute surcharges and discounts
Positive absolute surcharges make use of the rounding mode
HALF_DOWNNegative absolute surcharges make use of the rounding mode
HALF_UPAbsolute discounts make use of the rounding mode
FLOORAmounts based on actuals make use of the rounding mode
HALF_UP
Due to the new rounding logic, the user may notice a cent difference between periods.
The updated logic ensures that when the total campaign item amount matches the invoice amount (indicating the campaign item was fully invoiced), no delta pre-invoice items are created.
In cases where the campaign item amounts do not match the invoice item amounts combined, delta invoice items will still be created.
The amounts of Absolute discounts and absolute surcharges in case of unlimited invoicing are capped at the amount of Sales Price
| Info |
|---|
The new logic in place would produce a one-cent difference in version 2.171 and 2.172 To avoid this difference in 2.171 users can limit MC where the pre-invoice generation is run (Setting on the admin settings) The numbers in the table are just for an example |
| Version 171 or lower | Version 172+ |
|---|---|---|
Surcharge B3 Abs used for amount calculation |
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Calculation used for Surcharge B3 Abs |
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Amount B2 before rounding |
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Rounding Mode |
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Amount B2 rounded |
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Rounding during delta preinvoice generation
All the following values during the Pre-Invoice Generation are rounded off before the invoice items are saved to the database.
InvoiceAmount__cGrossAmountB3__cGrossAmountB2__cGrossAmountB1__cInvoicedAmountNet1__cInvoicedAmountNet2__cInvoicedAmountNet3__cInvoiceSurchargeB3Abs__cInvoiceSurchargeB2Abs__cRateDiscount1AbsCustom__cRateDiscount2AbsCustom__cRateDiscount3AbsCustom__cRateDiscount4AbsCustom__cInvoicedQuantity__cSalesPrice__c
Commitments
With delta invoicing enabled, the user can apply commitments / re-apply commitments to the campaign items that are partially or fully invoiced. That is, Media Campaign Action “Apply Commitments“ can be used to apply the new commitment conditions to the invoiced campaign items.
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