Challenge
Sometimes, due to either internal or external circumstances, it is necessary to end or cut short a running Campaign Item. Where the item has already been partially invoiced, cancelling the item could lead to a lot of administrative work and overhead where already issued invoices are cancelled and new invoices need to be issued.
Solution
With version 2.128, it is now possible to ‘end’ a Campaign Item prematurely and to automatically create and issue remaining invoices or outstanding credit notes. In order to do this navigate to the Campaign Item which you need to end and press End Campaign Item:
The process of ending a Campaign Item depends on whether or not there is delivery data for this item.
1. Ending a Campaign Item without AdServer Logins (non-delivery data based Invoices)
In the End Campaign Item window, set the new end date for your Campaign Item and the new quantity. The default is the current end date and quantity
Press Update
Campaign Item End Date and Quantity is updated
End Campaign Item Status Completed
A new preinvoice is created to invoice any outstanding amounts or credit note amounts over-invoiced to date
2. Ending a Campaign Item with AdServer Logins (delivery data based Invoices)
In the End Campaign Item window, you can set the new end date for your Campaign Item. The default is the current end date and time
Press Update
Campaign Item End Date updated
End Campaign Item Status in progress
An Import is scheduled to import the delivery at least 24 hours after the new end date
Once the import is complete, the total delivered quantity is the new quantity of the Campaign Item
End Campaign Item Status Completed
Setup
In order to use the End Campaign Item function you need to:
Add the End Campaign Item button to your Campaign Item Layout
Activate the Flow to schedule your delivery import