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This feature requires the ADvendio Lightning Flows Extension. Ask your admin to 7.6.12 Install the Change Debtor Lightning Flow. You can find a video explaining the feature in this blog article: ADvendio’s Lightning Flow Debtor Change Instantly Updates Campaign Invoicing. |
When you create a Media Campaign, you usually select typically choose a debtorDebtor. However, occasionally sometimes you might want may need to change the debtor after the Media Campaign has begunstarted, or even after you've already invoicing invoiced the original debtor. When changing the debtor for a Media Campaign, it is important Debtor. It's crucial to remember to cancel, change or reissue the relevant invoices when changing the Debtor for a Media Campaign.
To simplify this process , and to ensure that you've taken all the necessary steps have been taken, we prepared have created a lightning flow. This flow which will enable allow you to change the debtor of a Media Campaign without needing having to manually maintain manage the invoicing aspect. To change the debtor for a Media Campaign got , all you need to do is go to the Media Campaign and click on the "Change Debtor" action “Change Debtor“.
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A puppop-up will open for you to select the new debtor for this Media Campaign. Choose the new debtor and press next.
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Results:
The
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Debtor for the Media Campaign will
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be updated to
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a new
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Debtor.
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All previous pre-existing invoices for the old
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Debtor will be cancelled.
New pre-invoices will be generated for the new
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Debtor.