Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note

Cancellation wizard(visualforce page)feature will be discontinued by the end of 2024

...

Prerequisite for Cancellations:

(This will avoid "Apex CPU time limit exceeded" error messages)

  • do not cancel Campaign Items that have not been invoiced, just delete or change them

  • delete Pre-Invoices manually

  • set the BillingStatus to what you expect after the cancellation

...

Start Cancelation Merge all
You are going to cancel the selected campaign items and combine those cancellations with any open invoice for this billing period. This means that depending on the number and run-time of your cancelled and open items only one invoice will be generated.

Info

Conditions when an Invoice item get merged into a Merge All Cancelation Pre-Invoice:

  • The Invoice Item and the Merge All Cancelation Pre-Invoice have the same Accounting Date

OR

  • The Invoice Item is a new version of an Accounting Date where the previous version of the Campaign Item was already invoiced

    • Note: If a Campaign Item gets optimized twice without invoicing in between, the previous version of the newest version was not invoiced!

Note

Cancellation options can be configured by your Admin using a Feature Setting.  

...