Version 2.90 and up
In order to improve the performance for business critical jobs (such as Collection and Credit Note Creation), your admin can also limit the batch size for those jobs by configuring a Feature Setting. This will also help to avoid CPU Time Limit error messages.
To automate your Publisher Payment Credit Note creation you have to modify feature settings and the administration settings for your users.
Navigate to the App Launcher and type Feature Settings and search for the Feature Name: Publisher Payout.
Step 1: Create an Ad Spec using the Rates Manager or manually which you like to use for you credit notes.
This should be different from your normal inventory, not match any Publisher Payout condition or be used in any Accounting Rule/Records. |
For example
And the related Ad Price
Step 2: Open or create a feature setting with the following values:
Version 2.92 and up (Please upgrade to use this feature!)
If you like to reimburse your Publishers using the 6.8 Publisher Payout feature, you can configure which fields in your Credit Note will be pre-filled:
Open or create a record with the feature setting name: Credit Note MC Fields.
If not existing yet, please create it yourself and fill in the following field values:
[{"value":"text or number here","name":"API Name of Field"}, ....]
[
{"value":"total account (one Invoice)","name":"ADvendio__PaymentInterval__c"},
{"value":"due to beginning of interval","name":"ADvendio__PaymentDueDate__c"},
{"value":"before / during Billingperiod","name":"ADvendio__PaymentStart__c"},
{"value":"English","name":"ADvendio__Quote_Language__c"},
{"value":"Booked","name":"ADvendio__Stage__c"},
{"value":"true","name":"ADvendio__BillMe__c"},
{"value":"001A000001NNoka","name":"ADvendio__Intermediary__c"},
{"value":"This is a Publisher Payout Credit Note.","name":"ADvendio__Description__c"},
{"value":"15.5","name":"ADvendio__Third_party_commission__c"}
]
001A000001NNoka - example ID of a pre-defined intermediary for all Credit Note Media Campaigns
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Version 2.92 and up (Please upgrade to use this feature!)
For additional flexibility within the 6.8 Publisher Payout feature, you can configure your own custom fields as matching criteria for the collecting process. Any number of custom fields or fields from the ADvendio Package can be configured as additional matching criteria.
Open or create a record with the feature setting name: Matching Criterion.
If not existing yet, please create it yourself and fill in the following field values:
[{"conditionField":"API Name of the Field from Publisher Payout Condition","operator":"==","iiField":"API Name of Field from Invoice Item (or related object)"}, ....]
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If you like to use a custom field for your publisher payout creation (instead of configuring the 7.2.1.1 Administration Settings) you can specify this in a feature setting. Open or create a feature setting with the following values:
To change this from the standard N3 to anything that your business likes to use open App Launcher and find the Administration Settings. Select the value you like to use in the picklist at Publisher Payout Amount Field:
If you check this field, the enhanced delivery data will be used instead of the regular delivery data. This can only be done for DFP and depends on the AdServer IDs you like to assign to your Publisher Payout Conditions. Most conditions will not require that feature. Read more here: 7.2.1.1 Administration Settings, 5.3.3 Schedule Delivery Data Reports (Legacy Feature), and 5.3.6 Enhanced Delivery Data.