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Version 2.90 and up

Configure the Apex Batch Size

In order to improve the performance for business critical jobs (such as Collection and Credit Note Creation), your admin can also limit the batch size for those jobs by configuring a Feature Setting. This will also help to avoid CPU Time Limit error messages. 

Configure the Credit Note Creation

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Navigate to the App Launcher and type Feature Settings and search for the Feature Name: Publisher Payout.

1.1 Ad Specs: Credit Note Ad Price

Step 1: Create an Ad Spec using the Rates Manager or manually which you like to use for you credit notes.


Info
This should be different from your normal inventory, not match any Publisher Payout condition or be used in any Accounting Rule/Records.


Step 2: Open or create a feature setting with the following values:

  • Feature Setting Name: Credit Note Ad Price
  • Feature Name: Publisher Payout
  • Value: Salesforce record ID of the Ad Price you like to use to reimburse your publishers.

1.2 Predefined Fields for Credit Note Media Campaigns: Credit Note MC Fields

Version 2.92 and up (Please upgrade to use this feature!)

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Open or create a record with the feature setting name: Credit Note MC Fields. 


If not existing yet, please create it yourself and fill in the following field values:

  • Feature Setting Name: Credit Note MC Fields
  • Feature Name: Publisher Payout
  • Value: Is for you to configure. Please use the following syntax and don't forget the squared brackets to close in the whole string, and curly brackets for each value, separate everything with a comma
    [{"value":"text or number here","name":"API Name of Field"}, ....]


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1.3 Custom Fields ad Matching Criteria: Matching Criterion

Version 2.92 and up (Please upgrade to use this feature!)

For additional flexibility within the 6.8 Publisher Payout feature, you can configure your own custom fields as matching criteria for the collecting process. Any number of custom fields or fields from the ADvendio Package can be configured as additional matching criteria.

Open or create a record with the feature setting name: Matching Criterion. 

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If not existing yet, please create it yourself and fill in the following field values:

  • Feature Setting Name: Matching Criterion
  • Feature Name: Publisher Payout
  • Value: Is for you to configure. Please use the following syntax and don't forget the squared brackets to close in the whole string, and curly brackets for each value, separate everything with a comma
    [{"conditionField":"API Name of the Field from Publisher Payout Condition","operator":"==","iiField":"API Name of Field from Invoice Item (or related object)"}, ....]


Info
  • Please make sure that you use no whitespace or linebreak in the setting
  • You can use any field from an object related to Invoice Item, to do the objects need to be connected via Lookup / Master Detail Field and you need to enter the whole field path. Example you want to compare a field from Publisher Payout Condtion to a Custom Field from the Ad Spec enter the following path: ADvendio__CampaignItem__r.ADvendio__Ad_Price__r.ADvendio__Ad_Spec__r.YourFieldName__c
  • Any of the following operators can be used: ==, !=, <, >, <=, >= Attention: not all operators can be used for all field combinations, example < will not work when comparing Picklist Fields or Checkboxes
  • To reduce errors, make sure the fields you compare are of the same type, and picklists have the same picklistvalues

1.4 Amount Field

If you like to use a custom field for your publisher payout creation (instead of configuring the 7.2.1.1 Administration Settings) you can specify this in a feature setting. Open or create a feature setting with the following values:

  • Feature Setting Name: Amount Field
  • Feature Name: Publisher Payout
  • Value: Your field API name.

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