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With the ADvendio Package we deliver a set of Workflow Rules, which either help with ADvendio related processes or are used as examples for how you can utilize these, to automate and support your data management. Some rules are also created, but not set to Active, if you want to use these, you will need to activate them in Setup. Here is a list of all predefined Rules and their purpose:

Workflow Rule NameObjectRelated FeaturePurposeActive as default
Activate Media Campaign for BillingMedia CampaignBilling & Accounting - PreInvoice GenerationEnable a Media Campaign for PreInvoice Generation, once it's probability reached 100%(tick)
Deactivate Media Campaign for BillingMedia CampaignBilling & Accounting - PreInvoice GenerationDisables a Media Campaign for PreInvoice Generation, once it's probability is lowered from 100%(tick)
Deactivate Campaign Item for BillingCampaign ItemBilling & Accounting - CancellationOnce a Campaign Item is cancelled, no more new PreInvoices will be generated for it
(tick)
(error) - from version 2.125
Now handled as part of cancellation process.
Distribution-Unit = Amount for Fixed pricesCampaign ItemBilling & Accounting - CalculationConfigures how the Amounts of linear distributed Items will be divided amongst the runtime/invoices(tick)
ExcludeCheckAvailabilityWithAdTypesCampaign ItemCheck Availability for AdServer and Exclusive ProductsConfigures your Campaign Item to either use Check Availability from AdServer or Check Availability for Exclusive Products(tick)
Invoice /w temporary Key createdInvoice ItemBilling & Accounting
(tick)
Invoice /w temporary Key createdInvoice Billing & Accounting
(tick)
MMAutoPopulatePublicationDateAdvertising MaterialSales & Order - Advertising MaterialNot in use anymore(error)
MMSendNotificationAfterAdApprovalByClientAdvertising MaterialSales & Order - Advertising MaterialSet a certain status for your Advertising Material after it has been approved(tick)
MMSendNotificationAfterAdRejectionByClientAdvertising MaterialSales & Order - Advertising MaterialSet a certain status for your Advertising Material after it has been rejected(tick)
MMSendNotificationAfterScriptApprovalByClientAdvertising MaterialSales & Order - Advertising MaterialSet a certain status for your Advertising Material after it has been approved(tick)
MMSendNotificationAfterScriptRejectionByClientAdvertising MaterialSales & Order - Advertising MaterialSet a certain status for your Advertising Material after it has been rejected(tick)
Reset AvailabilityCampaign ItemAdServer Gateway - Check AvailabilityResets the availability numbers from the AdServer Gateway, (tick)
Reset_LinearDistributionCampaign ItemBilling & Accounting - CalculationSets Campaign Items to non-linear if you've manually entered Delivery Data(tick)
Set CPM PriceCampaign ItemSales & Order / Billing & Accounting - Item CalculationMarks a Campaign Item as CPM price (Sales Price per 1.000 units)(tick)
Set Delivery AutoImportInvoice ItemBilling & Accounting - Invoice based on Delivery DataConfigures Invoice Items based on AdServer connected items to automatically update the Delivery Numbers during a Billing Run.(tick)
Set Document Type to CancellationMedia CampaignSales & Order - Quote PDFSets the document type for the Quote PDF, based on a certain Media Campaign Stage(error)
Set Document Type to Order ConfirmationMedia CampaignSales & Order - Quote PDFSets the document type for the Quote PDF, based on a certain Media Campaign Stage(error)
Set Document Type to ProposalMedia CampaignSales & Order - Quote PDFSets the document type for the Quote PDF, based on a certain Media Campaign Stage(error)
Set Invoice NumberInvoiceBilling & Accounting - Billing RunAutomatically generates an Invoice Number.(tick)
Set PreInvoice NumberInvoiceBilling & Accounting - PreInvoice GenerationAutomatically generates a number for your Pre Invoice(tick)
Set_LinearDistributionCampaign ItemBilling & Accounting - CalculationMarks certain Campaign Items (for example Fixed Price / CPD, CPW, CPMo) as linear and not delivery data based. (tick)
Synchronize AdServer ID Status (active)AdServer IDAdServer Gateway - Transfer InventorySynchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio(error)
Synchronize AdServer ID Status (inactive)AdServer IDAdServer Gateway - Transfer InventorySynchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio(error)
VatIdConcatenateCountryPrefixAndVatNumberAccountBilling & Accounting - Vat Calculation
(tick)
VatIdUpdateFlagOnVatOrCountryPrefixChangeAccountBilling & Accounting - Vat Calculation
(tick)

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