Page Comparison

Accounting records

New Feature

We have released the lightening version of the accounting record simulation on the Invoice Item. We have disabled all the processes which should not be run on the Invoice item.

Improvement

We have enhanced accounting record generation feature by enabling the possibility to run it only for set time period. This decreases processing time and increases the performance.

• Field name “Run Accounting records for last X months only ”

• API Name: AccountingRecordBatchConditionMonths__c

Whenever you add the the value in this field, it means that the campaign items which has ended more than months set will not be picked up by accounting record generation.

Taxes (GST, HST, VAT)

Improvement

We have created the New fields for VAT type 3 and Type 4. We are planning to patch the actual VAT functionalities later after the release is out

Deprecation

Deprecation

With the version 2.173 we have deprecated:

• Create Pre Invoice Records (old) from Media Campaign Object

• Old Pre-invoice wizard (visualforce page)

• the Old Invoice Wizard (visualforce page)

• Send an email classic

• the Cancel invoice (old) Detail Page Button

• the Cancellation wizard (visualforce page)

Invoicing Wizard

Improvement

With this version we allow users to run several Billing runs to run at the same time if they are run for different legal entities

New Invoicing wizard in Lightening

New Feature

We have released the new Lightening version of the Invoice Wizard. At the same time we have enhanced the functionality:

• User can change the dispatch type of every preinvoice. We have created a new field on the Invoice object t store the changed value of the dispatch type.

  • Object: Invoice

  • Field Label: Invoice Dispatch Type (Manual)

• If only one Legal entity exist on the Org, we will preselect it while loading the new wizard

• Ask your admin to set a maximum count of Preinvoices to be loaded in the Invoicing wizard, this will boost the performance of the billing run

  • Administration Setting name: Number of invoices in the Invoice Wizard

• New “Invoice all” functionality, were you can invoice unlimited amount of preinvoices based on your filters

• Now for the new lightning version, we have checkbox fields shown as a picklist and preselected with blank

Merge PDF in Lightening

New Features

We have released the lightening version of the Merge PDF functionality on the Billing run. The new feature has following enhancements:

• In the PDF table users can select PDFs which require merging

• Invoices Invoice PDFs with all dispatch types can be merged

Pre-Invoice generation

Improvement

During the development of the Delta pre-invoice generation we have cleaned up and enhanced the basic (legacy) pre-invoice generation. It has impact on following functionalities:

• Delivery data button on the invoice object can be removed, because we enhanced this into the preinvoice generation and this is done automatically with the pre-invoice generation

  • The same applies for the Timesheet activities functionality where the delivered hours are automatically rolled up to the InvoicesInvoice items

• Cleaned up VAT and DST calculation rollups

• Enhanced validation for rounding and rest adjustments

• Ensured correct quantity rounding and handling of unlimited budgets

• Ensured correct application of absolute surcharges and discounts in combination with unlimited budgets

• Ensured that the next period is taken into account during Invoice and Invoice Item Cancelation and will leave the accounting period empty when there is no accounting period open during Invoice and Invoice Item Cancelation

We created two new Field on the campaign item which can help you further during the reporting:

• Campaign item billing status changes

  • The Billing Status invoiced will consider also pre-invoices which are not created (yet)

  • The Billing Status invoiced will compare the campaign item invoiced amount with the campaign item amount

  • The Billing Status canceled will now also be set when all invoice items are canceled but the campaign item isn’t ⚠️

  • The Billing Status canceled will only be set if all related cancelation invoice items are invoiced

  • The Billing Status canceled will no longer be one of the possible results of a campaign item cancelation with the Optimizer UI, Optimizer API ⚠️

  • The Billing Status partially created will no longer exist

• Campaign item invoiced amount

During the preinvoice generation, the result email will contain the set filter information in the Preinvoice result email to give you more details on the results.

New Invoice item related list

New Feature

We have introduced new Invoice item related list on the Invoice object. It is not only helpful for all the Delta Users, but might also be use for Basic pre-invoice generation. Please ask your admin to review the feature settings

Delta Invoicing

Delta Beta III

We are happy to announce that Delta Beta Version III is out for you to join our forces in testing and making is a key feature. This version included:

• Supports Campaign cancelation

• Supports Invoice and Invoice item cancelation

• Fixes on the Packages

Media Buying

Changes and optimizations

We addressed and resolved several issues in the Media Buying module:

• We fixed the issue where a method would crash when no value was set.

• We resolved the problem causing the UI to crash when changing tabs.

• We fixed the issue where input fields would trigger a freeze on the Buying Orders creation page.

Task

We enhanced the Media Buying capabilities to deliver a more efficient and flexible experience for managing buying orders and items:

Flexible Editing Options: We introduced functionality to allow users to rename orders and items, even if they were prefilled, enabling better customization and clarity.

New Component Development: We developed a new component for the Buying Item Related List, improving usability and accessibility for managing related buying data.

Enhanced Campaign Item Functionality: we improved the deletion management of campaign items and refined the behavior of related Buying Orders and Buying Items to maintain consistency and reliability.

Improved Linking Capabilities: We enhanced the feature to enable users to link existing Buying Orders to their corresponding Buying Campaign Items, simplifying order management.

Connection Field Enhancements: We improved the Connection Field Update process, ensuring accurate and seamless integration with connected systems.

Buying Configuration UI / Media Buying

Improvement

We made significant updates to the Buying Configuration:

Introduced functionality to prevent the record type from changing.

Implemented checks for the buying configuration for new order creation.

Integration / Xandr

Improvement

Reporting Labels: You can now assign reporting labels to Buying Orders and Buying Items for more streamlined tracking and analysis.

Unlimited Budget Option: Our integration now supports the Unlimited Budget setting, offering greater flexibility in campaign planning.

Pacing Options: Easily set Pacing Options for Buying Orders and define Pacing Percentages for Buying Items, giving you more control over your campaign pacing.

Frequency Capping: We’ve added support for setting Frequency Capping, allowing users to define Frequency Capping specifically at the Buying Item level.

Inventory Type Selection: Users can now select an Inventory Type in the Supply Strategy section of Buying Orders using a dedicated dropdown menu. The menu offers three options: App & Web, Web Only, and App Only.

Integration / Google Display & Video 360

New Feature

Audience Segments Targeting: You can now enable Targeting Audience Segments within DV360, offering more precise control over your campaigns.

Improved Campaign Handling: Define Buying Campaigns directly in ADvendio and submit them seamlessly within Buying Orders.

Enhanced UI for Targeting: Updated the Targeting Component interface for a smoother experience with Audience Segments in DV360.

API Updates: Migrated to Bid Manager API v3 and updated the Buying AdStatus API from v2 to v3 for improved compatibility and performance.

Advanced Targeting Enhancements: Introduced support for exclusions in Inventory Types and added the "Congressional District" option for geo-targeting.

Integration / Linkedin

New Feature

We implemented a refreshed user experience for LinkedIn Token handling to grant OAuth access.

Integration / The Trade Desk

Improvement

We’ve successfully migrated the API from the Solimar platform to Kokai, ensuring improved performance, scalability, and compatibility with future updates and we improved the messaging when updating a Buying Order.

Integration / Pinterest

Changes and optimizations

We fixed an issue in the OAuth Token Generation for Pinterest.

Integration / Facebook

Improvement

We updated the Marketing API of our Facebook Integration to Version 19

Integration / Google Ads

Improvement

We’ve updated our system to support API version 17, ensuring compatibility with the latest features and improvements.