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.
Here are the steps you have to follow:
The automatically created flexible payment plan records will list the invoice date of the publication date record and split the amount evenly (linear):
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. |
Here are the steps you have to follow:
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. |
Version 2.99 and up prevents automatic creation of FFP in case of PrePayment. Technically you will have to have the following setting:
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)