Champaign item field and Billing Status

New field on Campaign item

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

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

• it counts it during the billing run when we switch preinvoice to 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:

Here is an overview of how the billing status on the Campaign item is represented based on the status of Champaign item/Preinvoices and invoices.

The following billing status exists:

1. Open

• Criteria:

  • 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).

• Indication:

  • The campaign item is in an open state, awaiting further billing actions.

2. Created

• Criteria:

  • 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.

3. Invoiced

• Criteria:

  • All pre-invoices are invoiced, and the CI amount matches or exceeds the total amount of invoices.

  • New field: "Invoiced Amount" to track the total invoiced amount for the CI.

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

  • If previously invoiced, any change that causes the amounts to not match changes the status to "Partially Invoiced/Canceled."

  • 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.

4. Canceled

• Criteria:

  • 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.

5. Partially Invoiced/Canceled

• Criteria:

  • At least one pre-invoice is invoiced.

  • The CI 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 CI are canceled, or the CI is canceled, but the cancellations are not invoiced.

  • This includes cancellation CIs 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 CI amounts are changed when in "Invoiced" status, it moves to "Partially Invoiced/Canceled."

  • If an optimizer is used and the CI 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.

6. Partially Created

• This status is deprecated and should not be used.

7. Irrelevant

• Criteria:

  • 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