Overview:
For businesses with multiple subsidiaries or branches, or businesses that encompass multiple legal entities, ADvendio now provides more relief than ever before. These businesses now have the option to generate invoices with different number ranges for different legal entities if they choose to.
If you like to use the legal entities and numbering feature you have to disable the Standard Advendio CLONE button on the Media Campaign. Instead please use the Generic Clone Feature to provide your users with a duplicate feature. |
The field Offer Number at the object Media Campaign creates for every new Media Campaign a new number. This number is displayed on the PDF document.
The field consists of a unique and consecutively numbered digit as well as a preceding text block "ON-".
The field Offer Number at the object Media Campaign can be expanded by a prefix and/or suffix.
If the field prefix or suffix or both of them are used, the preceding text module "ON-" is not longer displayed.
Note: Prefix and/or suffix should be generated by a workflow rule to make sure, that every Media Campaign use the same syntax. |
ADvendio now provides the option to generate invoices with different number ranges for different legal entities.
Create a Legal Entitiy:
Click the button Save to create this legal entity record.
Using the lookup field Legal Entity enables different number ranges for different legal entities.
Legal Entities can be created at the corresponding object. When creating a new media campaign you can then decide which legal entity the campaign is assigned to. If the Legal Entity field is filled, the corresponding Legal Entity numbering is used instead of the standard Offer Number.
Note: Once a Media Campaign is created and assigned to a legal entity, it can not be changed. If the Media Campaign Number is not automatically populated after creating a Media Campaign with Legal Entity, the User may manually click the button Generate Legal Entity Number. |
The PreInvoice record looks similar to the Invoice record and helps the user to check if every information is correctly displayed.
PreInvoice records do not have a Legal Entity Number until the billing run. They get a PreInvoice Number.
Prefix and/or suffix need to be generated by a workflow rule to make sure that every Media Campaign uses the same syntax. |
The Invoice gets a Legal Entity Number automatically assigned during the billing run to match the correct Legal Entity.
With release version 2.144.1 and higher we introduced a logic to enhance the Invoice Record Name. Now when Legal Entities are involved the record name of the Invoice will be set to be equal the full number according to the Legal Entity. |
It is possible to generate invoices with different number ranges for different legal entities. This means, for instance, that a company with headquarters in Germany can invoice on behalf of a French subsidiary and in the process, use completely different number ranges from those of the company headquarters.
Note: If no Legal Entity Number is automatically populated after the billing run, the User is able to manually click the button Generate Legal Entity Number. If the Legal Entity is filled, the Legal Entity number is used instead of the Offer Number |
ADvendio uses Standard Custom Labels, that are displayed in the PDF documents. This custom labels can be translated and customized to company requirements. If you use Legal Entities, you have the option to create your own Custom Labels for each Legal Entities. If not defined we use the Standard ADvendio Labels.
Create your own Custom Labels:
The following tables explains which Custom Labels to create for each Legal Entity:
Standard Custom Label | Example Value | Quote Preference Field | Example Custom Label API Name |
---|---|---|---|
Conditions_of_payment/Conditions_of_payment (landscape only)* | 1% discount if payment received within ten days otherwise payment 30 days after invoice date | Conditions of Payment | Quote_YourCompany_ConditionsOfPayment |
Conditions_of_payment_text/Conditions_of_payment_text* | 1% discount if payment received within ten days otherwise payment 30 days after invoice date | Conditions of Payment Text | Quote_YourCompany_ConditionsOfPaymenttext |
Delivery_advertising_medium/Delivery_advertising_medium* | Print Advertising only | Delivery Advertising Medium | Quote_YourCompany_DeliveryAdvertisingMedium |
First_page_my_address | Example Company • Street 123 • 12345 City • Germany | First Page Address Information | Quote_YourCompany_FirstPageAddress |
Footer_additional_information | Our general terms and conditions you will find attached or visit: https://www.company.com/agb | Footer Full Size Data | Quote_YourCompany_FooterAdditionalInformation |
Footer_left_side | Company Inc. | Footer Left Side Data | Quote_YourCompany_FooterLeftSide |
Footer_middle | Registration Court: Court Display City Management Board: John Doe | Footer Middle Data | Quote_YourCompany_FooterMiddle |
Footer_right_side | Bank Display City Bank Code: 111 111 00 Account: 1236597451 VAT Id: 64658566645 | Footer Right Side Data | Quote_YourCompany_FooterRightSide |
Technical_specifications/Technical_specifications* | Ad format 320 * 50 | Technical Specifications | Quote_YourCompany_TechnicalSpecifications |
* from 2.114 and up
Standard Custom Label | Example Value | Invoice Preference Field | Example Custom Label API Name |
---|---|---|---|
Conditions_of_payment/Conditions_of_payment (landscape only)* | 1% discount if payment received within ten days otherwise payment 30 days after invoice date | Conditions of Payment | Quote_YourCompany_ConditionsOfPayment |
Conditions_of_payment_text/Conditions_of_payment_text* | 1% discount if payment received within ten days otherwise payment 30 days after invoice date | Conditions of Payment Text | Quote_YourCompany_ConditionsOfPaymenttext |
Delivery_advertising_medium/Delivery_advertising_medium* | Print Advertising only | Delivery Advertising Medium | Quote_YourCompany_DeliveryAdvertisingMedium |
First_page_my_address | Example Company • Street 123 • 12345 City • Germany | First Page Address Information | Quote_YourCompany_FirstPageAddress |
Footer_additional_information | Our general terms and conditions you will find attached or visit: https://www.company.com/agb | Footer Full Size Data | Quote_YourCompany_FooterAdditionalInformation |
Footer_left_side | Company Inc. | Footer Left Side Data | Quote_YourCompany_FooterLeftSide |
Footer_middle | Registration Court: Court Display City Management Board: John Doe | Footer Middle Data | Quote_YourCompany_FooterMiddle |
Footer_right_side | Bank Display City Bank Code: 111 111 00 Account: 1236597451 VAT Id: 64658566645 | Footer Right Side Data | Quote_YourCompany_FooterRightSide |
Technical_specifications/Technical_specifications* | Ad format 320 * 50 | Technical Specifications | Quote_YourCompany_TechnicalSpecifications |
* from 2.114 and up
For every Legal Entity, you can set up
Working with different Legal Entities requires in most cases different document settings.
Create different Quote Preferences or Invoice Preferences:
For more details on Quote and Invoice Preferences go to the pages.