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Updating the delivered quantity will do two things:
Update the delivered quantity of the relevant Invoice Items for delivery data and time-based items
Link the relevant Timesheet Activities to the Invoice Items for more transparency and enhanced reporting
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Cancellation handling
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Important note: Cancellation wizard should not be used. We highly recommend using the Optimization wizard (Optimizer) to cancel invoices and campaign items. |
In the case of cancellations, the relation of Timesheet Activity to Invoice Items is handled differently depending on whether or not a new non-cancellation Invoice Item is created. For example; :
Through the Optimizer or Cancellation Wizard where an invoiced Campaign Item is directly cancelled
A cancellation Preinvoice and Invoice Item will be created during the cancellation process matching the invoiced quantity of the originally Invoiced Item. The Timesheet activities will stay allocated to the original Invoice Item.
Through the Optimizer or an Invoice Cancellation, where the Campaign Item isn’t cancelled or where a new Campaign Item will be created (as in Order Amendment)
A cancellation Preinvoice and Invoice Item will be created during the cancellation process matching the invoice quantity of the originally Invoiced Item. When a new preinvoice is created, and the delivered quantity of the Invoice is updated, the activities will be reassigned to the new Invoice Item.
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Add the relevant fields and related lists to the Page Layouts and Media Configuration Tabs
If required ; automate the creation of Timesheets
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