It is possible to customize the filter fields for all of the finance wizards, which means for PreInvoice, Invoice and Cancellation Wizard. Furthermore, also the table columns can be customized. The following guide will create the standard records, that can be customized.
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1. Feature Settings - fields, filters and table
To customize the finance wizards navigate to the Overview tab and click on Feature Settings at the section Setup & Settings.
Please click the button New Feature Setting to create a new record with the following data:
| Finance Wizard | Feature Setting Name | Feature Name | Template Name | Value |
|---|---|---|---|---|
| PreInvoice Wizard | FilterFields | Finance | GenerateInvoiceWizard | Account__c;Agency__c |
| TableFields | Finance | GenerateInvoiceWizard | Campaign_Start_Date__c;Campaign_End_Date__c;Account__c;Agency__c | |
| Invoice Wizard | FilterFields | Finance | CreateInvoicesPdfWizard | ADvendio__MediaCampaign__r.PaymentInterval__c;ADvendio__MediaCampaign__r.PaymentStart__c;ADvendio__MediaCampaign__r.PaymentDueDate__c;ADvendio__MediaCampaign__r.Account__c;ADvendio__MediaCampaign__r.Agency__c;ADvendio__MediaCampaign__r.PostalRecipient__c;ADvendio__MediaCampaign__r.invoice_recipient__c |
| TableFields | Finance | CreateInvoicesPdfWizard | ADvendio__AdvertiserName__c;ADvendio__AgencyName__c;ADvendio__PostalRecipientName__c;ADvendio__RecipientName__c;ADvendio__CampaignName__c;ADvendio__InvoiceDate__c;ADvendio__InvoicedAmountNet3__c | |
| SettingFields | Finance | CreateInvoicesPdfWizard | ADvendio__InvoiceDate__c | |
| Invoice Wizard (Lightning) | Tablefields | Finance | InvoiceWizard | ADvendio__AdvertiserName__c;ADvendio__AgencyName__c;ADvendio__PostalRecipientName__c;ADvendio__RecipientName__c;ADvendio__CampaignName__c;ADvendio__InvoiceDate__c;ADvendio__InvoicedAmountNet3__c;Name |
| Filter fields | Finance | CreateInvoicesPdfWizard | Same as Invoice Wizard Value | |
| Cancellation Wizard | FilterFields | Finance | InvoiceCancelationItemsWizard | Campaign_Start_Date__c;Campaign_End_Date__c;Account__c;Agency__c;PostalRecipient__c;invoice_recipient__c |
| TableFieldsMasters | Finance | InvoiceCancelationItemsWizard | Name;MediaCampaignFullNumber__c;Account__c;Agency__c;Campaign_Start_Date__c;Campaign_End_Date__c;PostalRecipient__c;invoice_recipient__c;OwnerId | |
| TableFieldsItems | Finance | InvoiceCancelationItemsWizard | Name;from_Date__c;until_Date__c;Quantity__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__placement__r.ADvendio__site__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__ad_type__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__placement__c;ADvendio__SelectedContentInformation__c;ADvendio__SelectedPublicationDateInformation__c |
| Warning |
|---|
Make sure that you use NO BLANKS between the fields and separate by semicolon. |
Example:
This table displays the ADvendio Standard for every finance wizard. If those records are not available, the wizards use the ADvendio Standard coming with the source code. Some wizards show additional fields like for instance Runtime Start or Runtime End in the PreInvoice Wizard. Those fields have special logic behind it and can not be changed or removed.
| Note | ||||||||
|---|---|---|---|---|---|---|---|---|
To customize those wizards, please make sure to use the right start object for your field path:
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Special Logic
Lookup vs Text Fields
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