Invoicing and Accounting Records are the only features, as of right now, which are supported by custom fiscal periods.
Other features impacted by fiscal periods being enabled are either continuing working work based on the Gregorian calendar or displaying an error message. Please don't hesitate to let us know what features you would like to see next to support custom fiscal periods by simply creating a feature request using our support portal.
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In order to work with Custom Fiscal periods on ADvendio, your company calendar should be adjusted, this feature should be enabled in ADvendio Administration Settings as well as and Fiscal periods should be created under your legal entity.
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To start, please ensure your Company setup uses a Custom calendar year in Salesforce. Please note that the Custom Fiscal year Year might be enabled only once.
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There will be split functionality and a new dialog window Split Campaign Item will pop up with Timeframe and in the drop-down menu:
Calendar weekly sharing
Calendar 2 weekly sharing
monthly breakdown
Quaterly Quarterly breakdown
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2. Accounting periods (Legal entity)
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3. Administration Settings
Final The final step when both Accounting periods on the Legal entity level and Custom Calendar on the Salesforce level are set is to enable this feature on ADvendio Administrative Settings. When this checkbox "Enabled Custom Fiscal Periods" is enabled Invoicing and Accounting record features will use a custom calendar.
Invoicing
PreInvoices Pre-invoices and Invoices will be issued using Custom Fiscal periods. To present for which period Invoice records are dedicated new field should be added to the invoice layout - fiscal start and fiscal end date. The field fields Fiscal Start Date and Fiscal End Date on an Invoice record will be the deciding factors to which period the invoice belongs to. During the pre-invoice generation the period is assigned based on the (planned) invoice date, while in the Billing Run, the assigned period can and will be overridden depending on the entered invoice date while using the Invoice Wizard.
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Payment interval “weekly” is not supported. You will see an error message when trying to invoice such a media campaign when fiscal periods are enabled in the administration settings
Invoicing based on delivered quantity is not supported. Only invoicing based on linear distribution works. You will see an error message when trying to invoice a media campaign with at least one non-linear campaign item when fiscal periods are enabled in the administration settings
Accounting Records
Since the Invoicing feature with Custom fiscal Fiscal Period enabled is only supported with linear distribution, digital campaign items will be working like non-digital items, which means that delivery data have no impact on the calculations done during the accounting record processes. Based on this implementation, the accounting record process “Distribution” will be distributing Accounting Records linearly.
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