Page Comparison

Overview:

...

Navigate to Object Legal Entities and click the button New Legal Entity.
Enter the Legal Entity Name.
Define the Starting Number Of Media Campaign.
Define the Starting Number Of Invoice.
Select the matching Quote and Invoice Preferences. You can customize them with the appropriate Logo and settings. Read how to below.
Optional: If you like to keep the number of digits on your number constant pls enter a value in the field "Left Pad Of Number Of Media Campaign" or "Left Pad Of Number Of Invoice"
Add Billing Address
Enter Accounting Information
1. IBAN, BIC
2. Billing Country ISO Code (relevant to calculate 6.3.4 Value Added Tax (VAT) / Goods and Services Tax (GST))
3. Fill in the Entities Currency and
4. Company Code if applicable.
5. Start of the Week: This selection defines which day is set to the beginning of the week and will be chosen by the system when your billing payment interval is set to weekly. It is defined by a 7.2.9.1 Edited in a Picklist Values Sets (Global Picklists)

...

Standard Custom Label	Example Value	Quote Preference Field	Example Custom Label API Name
Conditions_of_payment/Conditions_of_payment (landscape only)*	1% discount if payment received within ten days otherwise payment 30 days after invoice date	Conditions of Payment	Quote_YourCompany_ConditionsOfPayment
Conditions_of_payment_text/Conditions_of_payment_text*	1% discount if payment received within ten days otherwise payment 30 days after invoice date	Conditions of Payment Text	Quote_YourCompany_ConditionsOfPaymenttext
Delivery_advertising_medium/Delivery_advertising_medium*	Print Advertising only	Delivery Advertising Medium	Quote_YourCompany_DeliveryAdvertisingMedium
First_page_my_address	Example Company • Street 123 • 12345 City • Germany	First Page Address Information	Quote_YourCompany_FirstPageAddress
Footer_additional_information	Our general terms and conditions you will find attached or visit: https://www.company.com/agb	Footer Full Size Data	Quote_YourCompany_FooterAdditionalInformation
Footer_left_side	Company Inc. Street 123 12345 City, Germany Fon: +49 (0) 123-11111-110 Fax: +49 (0) 123-11111-112 https://www.company.com	Footer Left Side Data	Quote_YourCompany_FooterLeftSide
Footer_middle	Registration Court: Court Display City Management Board: John Doe	Footer Middle Data	Quote_YourCompany_FooterMiddle
Footer_right_side	Bank Display City Bank Code: 111 111 00 Account: 1236597451 VAT Id: 64658566645	Footer Right Side Data	Quote_YourCompany_FooterRightSide
Technical_specifications/Technical_specifications*	Ad format 320 * 50	Technical Specifications	Quote_YourCompany_TechnicalSpecifications

...

Standard Custom Label	Example Value	Invoice Preference Field	Example Custom Label API Name
Conditions_of_payment/Conditions_of_payment (landscape only)*	1% discount if payment received within ten days otherwise payment 30 days after invoice date	Conditions of Payment	Quote_YourCompany_ConditionsOfPayment
Conditions_of_payment_text/Conditions_of_payment_text*	1% discount if payment received within ten days otherwise payment 30 days after invoice date	Conditions of Payment Text	Quote_YourCompany_ConditionsOfPaymenttext
Delivery_advertising_medium/Delivery_advertising_medium*	Print Advertising only	Delivery Advertising Medium	Quote_YourCompany_DeliveryAdvertisingMedium
First_page_my_address	Example Company • Street 123 • 12345 City • Germany	First Page Address Information	Quote_YourCompany_FirstPageAddress
Footer_additional_information	Our general terms and conditions you will find attached or visit: https://www.company.com/agb	Footer Full Size Data	Quote_YourCompany_FooterAdditionalInformation
Footer_left_side	Company Inc. Street 123 12345 City, Germany Fon: +49 (0) 123-11111-110 Fax: +49 (0) 123-11111-112 https://www.company.com	Footer Left Side Data	Quote_YourCompany_FooterLeftSide
Footer_middle	Registration Court: Court Display City Management Board: John Doe	Footer Middle Data	Quote_YourCompany_FooterMiddle
Footer_right_side	Bank Display City Bank Code: 111 111 00 Account: 1236597451 VAT Id: 64658566645	Footer Right Side Data	Quote_YourCompany_FooterRightSide
Technical_specifications/Technical_specifications*	Ad format 320 * 50	Technical Specifications	Quote_YourCompany_TechnicalSpecifications

...

Navigate to Overview > Setup & Setting > Quote Preferences or Invoice Preferences.
Click the button New Quote Preference or New Invoice Preference and enter all necessary information:
1. Enter a name for the record.
2. Upload a company logo for this record.
3. Enter the Custom Labels created with your specific Footer Information (see above). If the fields are left empty the standard ADvendio Custom Labels will be used.
Click the button Save to save this record.

...

Versions Compared

Old Version 46

New Version Current

Key