The pre-invoice generation feature allows users to create draft invoices before finalizing and sending them to customers. This process has been enhanced to incorporate accounting periods more effectively.
The new delta invoicing allows Advendio ONE users to optimize and adjust their campaign items without reversing all previously invoiced invoices and invoice items. During optimization or after saving the changes on the Campaign items, Delta invoicing only issues the delta of the changes and does not impact the invoicing if the optimization or adjustment is not related unrelated to financial change.
How to enable the Delta invoicing?
Delta invoicing can be enabled in the Administration setting
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Once Delta invoicing is enabled it should never be disabled again. This will call the new Delta Preinvoice generation which can not be reversed.
Pre-requisites to enable delta invoicing
The prerequisite for Delta invoicing is the usage of a Legal entity and valid accounting periods. The organization where delta invoicing is enabled must have at least one active legal entity and the period created. The warning occurs if there is no legal entity and period.
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And will not save the changes.
Accounting periods
When an Accounting Periods Object Invoicing Closed field is Closed and Accounting Closed fields are marked as true a Validation runs to check if there are open pre-invoices assigned to this Accounting Period (Invoice__c.AccountingPeriod__c). If there’s no pre-invoice assigned, it saves the changes to the Accounting Period. And shows an error message if there are open pre-invoices and restricts it from closing.
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When there are pre-invoices without the accounting period the preinvoice generation will assign an accounting period to all the preinvoices on the org. If the runtime of the campaign item is in the future and accounting periods are not yet created, the accounting period will stay empty and when it is created it will be assigned to the Preinvoice with the next preinvoice generation. |
How do you know that this is Delta Pre-Invoice generation?
There is a simple hit to recognize that there is a Delta Preinvoice generation enabled on the org:
We do not create a unique key on the invoice
We assign the Accounting period to the Preinvoices