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Note |
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Due to Workflow Rules depreciation deprecation by Salesforce, We we are reviewing the rules and will move the relevant rules to the Flows below. |
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Below is a comprehensive list of all predefined Rules and their intended purpose.
Workflow Rule Name | Object | Related Feature | Purpose | Active as default |
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Activate Media Campaign for Billing | Media Campaign | Billing & Accounting - PreInvoice Generation | Enable a Media Campaign for PreInvoice Generation, once it's probability reached 100% | |
Deactivate Media Campaign for Billing | Media Campaign | Billing & Accounting - PreInvoice Generation | Disables a Media Campaign for PreInvoice Generation, once it's probability is lowered from 100% | |
Deactivate Campaign Item for Billing | Campaign Item | Billing & Accounting - Cancellation | Once a Campaign Item is cancelled, no more new PreInvoices will be generated for it | - from version 2.125 |
Distribution-Unit = Amount for Fixed prices | Campaign Item | Billing & Accounting - Calculation | Configures how the Amounts of linear distributed Items will be divided amongst the runtime/invoices | |
ExcludeCheckAvailabilityWithAdTypes | Campaign Item | Check Availability for AdServer and Exclusive Products | Configures your Campaign Item to either use Check Availability from AdServer or Check Availability for Exclusive Products | |
Invoice /w temporary Key created | Invoice Item | Billing & Accounting | ||
Invoice /w temporary Key created | Invoice | Billing & Accounting | ||
MMAutoPopulatePublicationDate | Advertising Material | Sales & Order - Advertising Material | Not in use anymore | |
MMSendNotificationAfterAdApprovalByClient | Advertising Material | Sales & Order - Advertising Material | Set a certain status for your Advertising Material after it has been approved | |
MMSendNotificationAfterAdRejectionByClient | Advertising Material | Sales & Order - Advertising Material | Set a certain status for your Advertising Material after it has been rejected | |
MMSendNotificationAfterScriptApprovalByClient | Advertising Material | Sales & Order - Advertising Material | Set a certain status for your Advertising Material after it has been approved | |
MMSendNotificationAfterScriptRejectionByClient | Advertising Material | Sales & Order - Advertising Material | Set a certain status for your Advertising Material after it has been rejected | |
Reset Availability | Campaign Item | AdServer Gateway - Check Availability | Resets the availability numbers from the AdServer Gateway, | |
Reset_LinearDistribution | Campaign Item | Billing & Accounting - Calculation | Sets Campaign Items to non-linear if you've manually entered Delivery Data | |
Set CPM Price | Campaign Item | Sales & Order / Billing & Accounting - Item Calculation | Marks a Campaign Item as CPM price (Sales Price per 1.000 units) | |
Set Delivery AutoImport | Invoice Item | Billing & Accounting - Invoice based on Delivery Data | Configures Invoice Items based on AdServer connected items to automatically update the Delivery Numbers during a Billing Run. | |
Set Document Type to Cancellation | Media Campaign | Sales & Order - Quote PDF | Sets the document type for the Quote PDF, based on a certain Media Campaign Stage | |
Set Document Type to Order Confirmation | Media Campaign | Sales & Order - Quote PDF | Sets the document type for the Quote PDF, based on a certain Media Campaign Stage | |
Set Document Type to Proposal | Media Campaign | Sales & Order - Quote PDF | Sets the document type for the Quote PDF, based on a certain Media Campaign Stage | |
Set Invoice Number | Invoice | Billing & Accounting - Billing Run | Automatically generates an Invoice Number. | |
Set PreInvoice Number | Invoice | Billing & Accounting - PreInvoice Generation | Automatically generates a number for your Pre Invoice | |
Set_LinearDistribution | Campaign Item | Billing & Accounting - Calculation | Marks certain Campaign Items (for example Fixed Price / CPD, CPW, CPMo) as linear and not delivery data based. | |
Synchronize AdServer ID Status (active) | AdServer ID | AdServer Gateway - Transfer Inventory | Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio | |
Synchronize AdServer ID Status (inactive) | AdServer ID | AdServer Gateway - Transfer Inventory | Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio | |
VatIdConcatenateCountryPrefixAndVatNumber | Account | Billing & Accounting - Vat Calculation | ||
VatIdUpdateFlagOnVatOrCountryPrefixChange | Account | Billing & Accounting - Vat Calculation |
Default Flows available in the ADvendio package
Flow Name | Process Type | Related Feature | Purpose | Package Name | Active as default | Related wiki page |
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Self-Service ADvendio Package Flow Version 1 | Screen Flow | Self-Service feature | Activates and supports Self-Service feature in ADvendio. | ADvendio | ||
Billing Split | Screen Flow | Billing Run | Allows split billing for a single Campaign Item across two debtors | ADvendio Lighting Flow | need to be installed via extension | 6.12 How to Split Billing for a Campaign Item? (Lightning Flows) |
Debtor Change | Screen Flow | Debtor of Media Campaign | change the debtor for a Media Campaign | ADvendio Lighting Flow | need to be installed via extension |