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New fields for cancelation:

The following new fields have been created for cancelations functionality

1. Field Details:

• Object: Campaign_Item__c

• Field API Name: Status__c

• Field Label: Status

• Field Type: Picklist

• Picklist Values (No additional values should be added manually by users):

  • “Blank”

  • "Canceled"

• Permissions: ADvendio Super User will have permission set with both "Read" and "Write" access.

Campaign Item Cancelations

Campaign items cancelation during the Optimizing Version Activation (Delta) now includes adjustments to references, status updates, and alignment with delta pre-invoice generation rules

Adjustments to Cancelation Processing

• Cancelation pre-invoice items now reference the original campaign item instead of the cancellation campaign item.

• The Status__c of the canceled campaign item is updated to "Canceled". Once Status__c field has been set to "Canceled” this cannot be changed or altered manually through UI or through API.

• The CreationType__c of cancellation pre-invoice items is also set to "Cancellation".

Following updates apply universally to Invoice Cancellations, Invoice Item Cancellations, and Campaign Item Cancellations:

• Cancellation pre-invoice items must adhere to the same rules as general pre-invoice generation.

• For closed accounting periods, cancelation pre-invoice items are assigned to the next open accounting period. If no pre-invoice exists, one is created.

• For open accounting periods, cancelation pre-invoice items are assigned to a matching pre-invoice. If none exists, a new pre-invoice is created.

• Pre-invoice items for periods with a later closed accounting period behave as the period is closed.

• The rules are same as of Delta Preinvoice Generation

Invoice Cancelation

When an invoice is canceled, the system creates a negative clone called a cancelation invoice. The original invoice status is updated to Canceled.

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Previously, the status of related invoice items was left empty. Now, these items will also have their status updated to Canceled, ensuring consistency for customers who require this information at the invoice item level.

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The pre-invoice generation process will not update or delete cancelation pre-invoice items, except when reassignment is required due to a change in the invoice date of their current pre-invoice. In such cases, if the updated invoice date matches an existing pre-invoice, the system will merge the two pre-invoices.

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The Delta Invoicing feature introduces significant enhancements to the handling of invoice and invoice item cancelations, as well as the integration of new functionality for campaign item processing. These improvements ensure greater consistency, accuracy, and streamlined workflows within the invoicing and pre-invoicing processes.

Invoice Cancelation

• When Delta is enabled, canceling an invoice will:

  • Set the status of the invoice to "Canceled".

  • Set the status of each related invoice item to "Canceled".

  • Assign the Creation Type field of all created cancelation invoice items to "Cancelation".

New Field: The Creation Type field for invoice items was introduced during Delta development to facilitate better tracking and categorization.

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2. Invoice Item Cancelation

• Enhancements to invoice item cancelation include:

  • Automatic cancelation of Delta Adjustment and Technical Reversal invoice item types as a pair.

  • Continuation of setting the original invoice item’s status to "Canceled" during cancelation.

  • Assignment of the Creation Type field to "Cancelation" for all cancelation invoice items.

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Campaign Item Cancelation

• The Optimizer is now the sole interface for canceling campaign items. The Cancelation Wizard has been deprecated.

• Key changes include:

  • Cancelation Campaign Items are now created only for campaign item cancelations. Other optimizations adjust the original campaign item directly.

  • Cancelation invoice items created through campaign item cancelations are now referenced to the canceled campaign item, rather than the cancelation campaign item.

  • A new Campaign Item Field called "Status" has been introduced:

    • Campaign item cancelations set this field to "Canceled".

The "Status" field cannot be altered outside the cancelation process.

Pre-Invoice Assignment Rules

• Cancelation invoice items created by campaign item cancelation adhere to the same pre-invoice assignment rules as Delta Pre-Invoice Generation.

• Key considerations:

  • Open accounting periods play a significant role in pre-invoice assignments.

  • Refer to the Pre-Invoice Generation for detailed insights.

Separation of Cancelation Invoices

• Invoice and invoice item cancelations will not be assigned to non-cancelation pre-invoices.

• Cancelation invoices maintain their separation by creating a dedicated cancelation invoice that clones the original invoice.