When you are using the pre-invoice wizard or running the billing run ADvendio creates
- Invoices and
- Invoice Items
which match your
- Media Campaign and
- Campaign Items
but are split into the selected billing periods. It comes preconfigured but you might need to extend or adjust the custom setting Mapping BA. Make sure that you map all the fields you have in the Media Campaign/Campaign Item to the related fields in the Invoice/Invoice Item objects.
You can also map your custom fields so that you won't need to create your own workflows/apex to copy the data from one to the other.
- Navigate to Setup → Custom Code → Custom Settings
- Find Mapping BA
- Click on Manage
- Click on"Edit" next to Source and enter all fields which values you like to map. These fields should match the Media Campaign and Campaign Items.
- Click on "Edit" next to Target and enter all fields which values you like to map. The fields you enter here are the fields in the Invoice and Invoice Items.
