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

• Invoice PDFs with all dispatch types can be merged

Pre-Invoice generation

Improvement

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 Invoice 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 pre-invoice generation, the result email will contain the filter information to give you more details on the results.

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

• Invoice PDFs with all dispatch types can be merged

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 users. 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 this a key success feature. This version included:

• Supports Campaign cancelation

• Supports Invoice and Invoice item cancelation

• Fixes on the Packages