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This version shared with the customers should ONLY be installed in the Scratch ogrsSandbox. This should not be installed in the production org until announced.

  1. make Make sure that the Legal entity has valid accounting periods

  2. enable Enable Delta invoicing on the Admin settings

    1. Edit layouts to add new fields and picklist values of the campaign items, invoices, and invoice

    itemsremove
    1. item

      1. (lightbulb) The Cancelation creation type is a new picklist value on this field. It should be added to the Invoice item object after installation

  3. Add a new Invoice-related list component to your Invoice object

  4. Remove all processes that call the delivery data update function on the invoice object

  5. if If you use an optimizer - remove the processes that set the default optimization source and cancelation modesif

    1. Remove everything that calls preinvoice generation after optimizing version optimization

  6. If you want to test campaign item in-field editing - disable the feature setting “Prevent field changes”

  7. new New Delta Preinvoice generation - run preinvoice generation for all your campaign combinations, payment intervals, flexible payment plans, and timesheet activitieshow , and invoice contacts. All the billing process

  8. How the pre-invoice items are merged into preinvoices, based on the runtime, intervals, and the accounting period status

  9. validate Validate the campaign item billing status and the campaign item invoiced amount

  10. If you use Landscape PDF - check the layout

  11. Validate process and recalculation of the Published payout

  12. Ask your admin to check the Mapping BA custom settings, if there are only default values, those can be cleaned up. If there are custom settings created by your admin, those should be validated

Please read what comes in the next Delta release to have a correct expectation.