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  • Created by Former user, last modified by Former user on 2020-03-09
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Please ask your administration to 7.6.6 Set up Flexible Payment Plans (FPP) before using this feature (Version 2.81 and up).

Currently ADvendio supports the following use cases. Should two cases apply the selected publication date (use case 1) will overrule the second use case. 

1. Use Case: One Invoice for each Publication Date

Here are the steps you have to follow:

  1. Create your media campaign and
  2. add the campaign line items you like to sell. 
  3. Enter Selected Publication Dates using the new Media Configuration
  4. Save your campaign items.
  5. You will find the newly created flexible payment plan records in the related list of each campaign item:


Split

The automatically created flexible payment plan records will list the invoice date of the publication date record and split the amount evenly (linear):

  • Set a percentage amount of 100% for one publication date,
  • split the percentage 50% - 50% for two publication dates
  • split the percentage by 33% - 33% - 34% for three publication dates
  • and so on...

The amount is distributed evenly across all invoices. All overhang (if values are not accurate and there are rounding differences compares CI to InvoiceItems) is collected and added in the last invoice.

2. Use Case: Invoice fully at the End of the Run-Time/Start of the Run-Time*

Here are the steps you have to follow:

  1. Create your media campaign and
  2. add the campaign line items you would like to sell and set the checkbox: "Invoice at end of runtime" or "Invoice at start of runtime".
  3. Save your campaign items.
  4. You will find the newly created flexible payment plan record in the related list of each campaign item.
  5. If your Campaign Item runtime changes, then the associated flexible payment plan will update automatically. 

Invoice at start of runtime available from Version 2.115 and up. If you do not see the field in your Campaign Item layout, please contact your Admin. If you started from an older version, you may also need to create the Flexible Payment Plan Creation Type picklist value manually. Read here for more information. 


3. Advance or Prepayment

Version 2.99 and up prevents automatic creation of FFP in case of PrePayment. Technically you will have to have the following setting:

  1. Create FlexiblePaymentPlan Automatically checked in the AdminSettings AND
  2. Media Campaign with the following Payment Settings:
    • Payment Due Date = "due at beginning of interval"
    • Payment Interval = "total account (one Invoice)"
    • Payment Start = "before / during Billingperiod"

Then the system will automatically skip the FPP creation for all Campaign Items of the MediaCampaign (even if CI checkbox "Invoice at end of runtime" or "Invoice at start of runtime" is checked)


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