Campaign item field and Billing Status

To increase the usability and benefits of the new Delta Preinvoice generation, we have made the following enhancements to the Campaign items.

New field on Campaign item

A new Invoiced Item field has been added at the campaign item level which is defined by the following

• it only counts invoice item amounts (invoiced, canceled), not Preinvoice amounts

• it is counted during the billing run when preinvoice is transferred into Invoice (status Invoiced)

  • the total amount of the original CI invoiced amount and cancelation CI invoiced amount equals 0, when they go into canceled status

• for this release version we calculate it on N2, unless the checkbox "show third party commissioning" is TRUE, then we show N3

• This field is updated on the Campaign item with the billing run

Campaign item billing status updates

Here is an overview of how the billing status on the Campaign item is represented based on the status of the campaign item/Preinvoice items and invoices.

The following billing status exists:

Open

• The "Bill Me" field is set to false

• No pre-invoices or invoices exist (e.g., "Bill Me" is true, but pre-invoices are deleted, not created)

Indication: The campaign item is in an open state, awaiting further billing actions

Created

• Pre-invoices are created, and the invoiced amount is 0

• All invoice items related to the CI are canceled, cancellations are invoiced, and the billing run creates new pre-invoices

Indication: The campaign item has generated pre-invoices, but no actual invoices have been issued

Invoiced

• All pre-invoices are invoiced, and the Campaign item amount matches or exceeds the total amount of invoices (Invoiced amount)

• If changes are made to the CI and the total amount matches the "Invoiced Amount," with no open pre-invoices

• If the CI is of a budget billing category with unlimited true and invoiced more than planned, it is considered "Invoiced”

Indication: The campaign item has been fully invoiced

Canceled

• The campaign item is canceled, and the cancellation pre-invoice is invoiced

• If invoices were canceled and the cancellation credit notes were invoiced, new pre-invoices are created, and the "Bill Me" is unchecked, the status is "Canceled”

Indication: The campaign item has been canceled, and all related invoices have been appropriately handled

Partially Invoiced/Canceled

• At least one pre-invoice is invoiced

• The Campaign Item amount matches the "Invoiced Amount," but open pre-invoices still exist

• If the CI was previously "Invoiced" and the amounts no longer match, the status changes to "Partially Invoiced/Canceled"

• All invoice items related to the Campaign Item are canceled, or the CI is canceled, but the cancellations are not invoiced

• This includes cancellation Campaign Items with open cancellation pre-invoices.

• At least one pre-invoice is canceled, but not all

• If invoiced based on actual delivery data and under-delivered, the status remains "Partially Invoiced/Canceled" unless the planned amount is changed

• If Campaign Item amounts are changed when in "Invoiced" status, it moves to "Partially Invoiced/Canceled"

• If an optimizer is used and the Campaign Item is canceled, the billing status will be "Canceled" before activation and "Partially Invoiced/Canceled" upon activation

Indication: The campaign item has a mix of invoiced and open/canceled pre-invoices, indicating partial completion of the invoicing process.

Partially Created

• This status is deprecated and should not be used

Irrelevant

• Nothing was ever invoiced, and the CI was canceled

• There is a cancellation CI that will never be invoiced

Indication: The campaign item is irrelevant for billing purposes and will not be invoiced. to be removed at some time. Nothing was ever invoiced and CI was canceled, there is a cancelation CI that never will be invoiced