New fields for cancelation:
The following new fields have been created for cancelations functionality
Field Details:
Object:
Campaign_Item__c
Field API Name:
Status__c
Field Label:
Status
Field Type:
Picklist
Picklist Values (No additional values should be added manually by users):
“Blank”
"Canceled"
Permissions:
ADvendio Super User
will have permission set with both "Read" and "Write" access.
Campaign Item Cancelations
Campaign items cancelation during the Optimizing Version Activation (Delta) now includes adjustments to references, status updates, and alignment with delta pre-invoice generation rules
Adjustments to Cancelation Processing
Cancelation pre-invoice items now reference the original campaign item instead of the cancellation campaign item.
The
Status__c
of the canceled campaign item is updated to "Canceled". OnceStatus__c
field has been set to "Canceled” this cannot be changed or altered manually through UI or through API.The
CreationType__c
of cancellation pre-invoice items is also set to "Cancellation".
Following updates apply universally to Invoice Cancellations, Invoice Item Cancellations, and Campaign Item Cancellations:
Cancellation pre-invoice items must adhere to the same rules as general pre-invoice generation.
For closed accounting periods, cancelation pre-invoice items are assigned to the next open accounting period. If no pre-invoice exists, one is created.
For open accounting periods, cancelation pre-invoice items are assigned to a matching pre-invoice. If none exists, a new pre-invoice is created.
Pre-invoice items for periods with a later closed accounting period behave as the period is closed.
The rules are same as of Delta Preinvoice Generation
Invoice Cancelation
When an invoice is canceled, the system creates a negative clone called a cancelation invoice. The original invoice status is updated to Canceled.
Previously, the status of related invoice items was left empty. Now, these items will also have their status updated to Canceled, ensuring consistency for customers who require this information at the invoice item level.
For the purpose of Delta
The status of the original delta invoice item and related technical reversal is set to Canceled.
The status of the original technical reversal item is set to Canceled.
The pre-invoice generation process will not update or delete cancelation pre-invoice items, except when reassignment is required due to a change in the invoice date of their current pre-invoice. In such cases, if the updated invoice date matches an existing pre-invoice, the system will merge the two pre-invoices.
This rule does not impact cancelation pre-invoice items from Standard Cancellation, Merged Period Cancellation, or Merge-All Cancellation, which address delta-disabled campaign item cancelations. It also does not affect cancelation pre-invoice items from Invoice or Invoice Item Cancelations, as they must remain in their respective dedicated cancellation invoices.