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Only financial changes are taken into consideration considered by the pre-invoice generation and the following items are being compared to evaluate if it is a financial change or not.
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QR code feature users should map the correct amount to the ESR reference.
Following The following invoice fields will calculate the outstanding + the already paid amount:
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Formula | Delta API Name | Delta Label | Normal Formula API Name (can be taken as reference) |
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| Outstanding Invoiced Amount Gross (DST) |
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| Outstanding VAT Total (Type 1) |
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| Outstanding VAT Total (Type 2) |
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| Outstanding Taxable Amount (VAT Total) |
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| Outstanding VAT Total |
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| Outstanding Invoiced Amount Gross (Total) |
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| Outstanding Early Payment Discount abs. |
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| Outstanding Invoiced Amount Gross (incl. EPD) |
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Invoice and Invoice item relevant dates
Please remove the accounting date and accounting end dates from the invoice and invoice item, since those have the old technical logic, which is confusing for the end user.
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Invoice Item Field Label
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API name
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Description
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Invoice date
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Invoice Item Start Date
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InvoiceItemStartDate__c
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Invoice Item End Date
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InvoiceItemEndDate__c
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Start Date
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End Date
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Billing Period Start Date
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Billing Period End Date
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Invoice Item Start Date
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Invoice Item End Date
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Interval End Date
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Interval Start Date
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Accounting Date
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Accounting End Date
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Invoice Item Accounting Date
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Invoice Item Accounting End Date
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Days This Item
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DaysThisItem__c
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Days This InvoiceItem
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DaysThisInvoiceItem__c
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Invoice Field Label
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Accounting Date
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Accounting End Date
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Billing Period Start Date
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Billing Period End Date
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Start date
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End Date
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Fiscal End Date
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Fiscal Start Date
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Invoice Date
Assigning Accounting Periods
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Assigning Accounting Periods
The Delta Pre-Invoice Generation process ensures that all pre-invoices have an assigned accounting period. Suppose accounting periods are not yet created when the pre-invoices are generated. In that case, the accounting period field will remain empty and will be updated during the next pre-invoice generation once the accounting periods are created.
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Following validations are in place for Media campaign and Campaign items for when the pre-invoice generation is triggered
Media Champaign Campaign Conditions | Error Message |
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Champaign Campaign Item Condition | Error Message | |||
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| items without bill me set will be ignored | / | ||
| package components with bill me set will be ignored if the related package header doesn’t have bill me set
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| The first encountered budget item related to a weekly media campaign will throw an error | Pre-invoice generation is not supported for the Budget billing category with a weekly payment interval.
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| Info |
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The “Update delivery data” button has been removed from the Invoice object and this action of updating . Updating the delivered quantity is included in the PreInvoice generation and the Pre-invoice update stage is included in the old billing run. We strongly advise removing all the custom flows or actions related to this button. When the pre-invoices are generated for the media champaign campaign with weekly payment interval when the Admin Setting “Enable calculation of Revenue Schedules Daily“ is disabled it will create Pre-Invoices with a If the campaign item is changed/edited without optimizer the changes will not be reflected automatically in the pre-invoices and the run pre-invoices button has to be triggered to have the change reflected in the pre-invoice. With the optimizer, the pre-invoice gets updated automatically |
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