When the “delta invoicing” is enabled on the admin settings, there is only one optimization source Delta Optimization available on the optimizer. It is a preselected and read only field in the Optimizer UI .
Campaign item cancelation
For Campaign item cancelation button X is used in the Optimizer to cancel any type of Champaign item without limitations
except Canceled Champaign items are disabled for cancelation
After saving the optimization you will be redirected to optimization version object where you can activate the optimization
With the activation of the optimizer version we will:
For Cancelled campaign item we generate Cancelation Champaign item
For Cancelled invoice/invoice items
We merge the cancelation invoice items into the next open PreInvoice
When there is no open pre-invoice, we create one for cancellation items
Adding new CIs with optimizer:
When a new Champaign item is added through an optimizer
We create a new Champaign item and add those invoice items into the next open PreInvoice when optimization is activated
Editing of the Campaign Items:
It works like optimization source Proactive
Delta Change reason:
A new fields of delta change reason has been also created which are used in the adjustment sentence or line for every single delta invoice item it has also been mapped from Campaign Item during the Pre-Invoice Generation to the related invoice items, therefore have also create the related campaign item field. It is possible to add this field to the Tab Setup of the Optimizer, where the user can fill out the reason.
When you save the optimization, you will be redirected to the Optimization version object
When user or a flow changes the Optimization source or cancelation type is selected it doesn't allow to activate the optimization version
Important informantion
The “PreventFieldChanges” feature setting is enabled it is now ignored for the purpose of delta optimization. When the feature setting is disabled we allow customers to edit the CI and pick up the changes during PreInvoice generation.
Apply commitment condition action button does not apply commitment if “PreventFieldChanges” feature setting is enabled ( This will be fixed in the next version)
If you wish to optimize the sales price you need to change its read only status through changing feature setting
The quantity and the distribution unit of the Campaign item with budget billing category cannot be changed during optimization. The Quantity should always be 1 and distribution always amount
The case where Quantity is optimized for the CPM item, but not the revenue schedule you will not see any delta changes in your pre invoices as there is no financial change unless there is a change the Delivery data in revenue schedules too or if you already have over delivery that is reflected as delta in the pre invoices
The delta pre invoice generation gets trigger automatically and the pre invoices are generated and invoice items are created when the optimization version is activated