The Commercial Optimizer

...

Select the Source for the Reason for the optimization. There are the following two options Order Optimization and Order Amendment:
1. Proactive/Order Optimization - this optimization source makes changes directly to your Campaign Item. It does not create a new line item or initiate the cancellation of existing invoices.
  1. Order Optimization should only be used for changes that have no impact on the invoice or finance-relevant criteria. For example, changing Targeting Criteria, Line Descriptions, Frequency Capping, or quantities/discounts for items that have not yet been invoiced.
2. Reactive/Order Amendment - this optimization source creates a new line item based on the configuration entered by the Commercial Optimizer. A cancellation Campaign Item will be created, and cancellation pre-invoices where necessary.
  1. Order Amendment can be used to make changes to every aspect of your Campaign Item. If an Item has been invoiced or used in any financial relevant process (such as the Accounting Records creation processes), then this Optimizer Source should be used.
Pick one or more reasons and move with the arrows to the "Chosen" box.
If you like you can also add a comment in the Internal Comment or Comment text fields.
Either click on the Next button to continue or click the link back to the Media Campaign if you made a mistake.

...

	Optimization	Amendment
	Optimization	Standard	Merge periods	Merge All
If there are existing invoices?	➖
Optimizing version
Campaign Item	Override the existing item	Cancel and create new Campaign Item	Cancel and create new Campaign Item	Cancel and create new Campaign Item
Invoices	➖	Original invoices will be fully canceled & New invoices will be created	Respective invoice line items will be canceled for changed Campaign Item Just one Credit Note is issued for all changed Campaign Items in the current period New invoice will be created in the current period for changed Campaign items	Create only 1 invoice with “Merge all cancelation” type for all the changes
Cancelation wizard	Should not be used	Should not be used	Should not be used	Should not be used

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!

Info
With version 2.167 “Merge All Cancelation” type Invoice and invoice items can be canceled unless those are cancelation invoice items. So even when you try to cancel full Merge All Cancelation type invoice only invoice items that have no connected items as a reference (Cancelation items) will be canceled.

...

Note
If your users are experiencing CPU or SOQL limits when activating their optimizing versions, you might want to consider the alternative set out here.

...

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

Info
Remember: If you are working with pre-invoices only - you will not get these options and buttons. From Version 2.120 and up, it is now possible to run the pre-invoice generation when activating an Optimizing version to ensure correct data in your pre-invoices. For more information on how to set this up, please see setup Commercial Optimizer.

...

Versions Compared