Finance Wizard | Feature Setting Name | Feature Name | Template Name | Value |
---|---|---|---|---|
PreInvoice Wizard | FilterFields | Finance | GenerateInvoiceWizard | Account__c;Agency__c |
TableFields | Finance | GenerateInvoiceWizard | Campaign_Start_Date__c;Campaign_End_Date__c;Account__c;Agency__c | |
Invoice Wizard | FilterFields | Finance | CreateInvoicesPdfWizard | ADvendio__MediaCampaign__r.PaymentInterval__c;ADvendio__MediaCampaign__r.PaymentStart__c;ADvendio__MediaCampaign__r.PaymentDueDate__c;ADvendio__MediaCampaign__r.Account__c;ADvendio__MediaCampaign__r.Agency__c;ADvendio__MediaCampaign__r.PostalRecipient__c;ADvendio__MediaCampaign__r.invoice_recipient__c |
TableFields | Finance | CreateInvoicesPdfWizard | ADvendio__AdvertiserName__c;ADvendio__AgencyName__c;ADvendio__PostalRecipientName__c;ADvendio__RecipientName__c;ADvendio__CampaignName__c;ADvendio__InvoiceDate__c;ADvendio__InvoicedAmountNet3__c | |
SettingFields | Finance | CreateInvoicesPdfWizard | ADvendio__InvoiceDate__c | |
Invoice Wizard (Lightning) | Tablefields | Finance | InvoiceWizard | ADvendio__AdvertiserName__c;ADvendio__AgencyName__c;ADvendio__PostalRecipientName__c;ADvendio__RecipientName__c;ADvendio__CampaignName__c;ADvendio__InvoiceDate__c;ADvendio__InvoicedAmountNet3__c;Name |
Filter fields | Finance | CreateInvoicesPdfWizard | Same as Invoice Wizard Value | |
Cancellation Wizard | FilterFields | Finance | InvoiceCancelationItemsWizard | Campaign_Start_Date__c;Campaign_End_Date__c;Account__c;Agency__c;PostalRecipient__c;invoice_recipient__c |
TableFieldsMasters | Finance | InvoiceCancelationItemsWizard | Name;MediaCampaignFullNumber__c;Account__c;Agency__c;Campaign_Start_Date__c;Campaign_End_Date__c;PostalRecipient__c;invoice_recipient__c;OwnerId | |
TableFieldsItems | Finance | InvoiceCancelationItemsWizard | Name;from_Date__c;until_Date__c;Quantity__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__placement__r.ADvendio__site__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__ad_type__c;ADvendio__ad_price__r.ADvendio__ad_spec__r.ADvendio__placement__c;ADvendio__SelectedContentInformation__c;ADvendio__SelectedPublicationDateInformation__c |
Make sure that you use NO BLANKS between the fields and separate by semicolon. |
This table displays the ADvendio Standard for every finance wizard. If those records are not available, the wizards use the ADvendio Standard coming with the source code. Some wizards show additional fields like for instance Runtime Start or Runtime End in the PreInvoice Wizard. Those fields have special logic behind it and can not be changed or removed.
To customize those wizards, please make sure to use the right start object for your field path:
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Starting with version 2.85 and up we also support the multi-select picklist site to be integrated into your finance wizards. Pls have your administrator activate it. 7.2.1.1 Administration Settings. You don't need to add site to your feature settings.
ADvendio__MediaCampaign__r.PaymentInterval__c;ADvendio__MediaCampaign__r.PaymentStart__c;ADvendio__MediaCampaign__r.PaymentDueDate__c;ADvendio__MediaCampaign__r.Account__c;ADvendio__MediaCampaign__r.Agency__c;ADvendio__MediaCampaign__r.PostalRecipient__c;ADvendio__MediaCampaign__r.invoice_recipient__c;ADvendio__OrderNumber__c;
Your Invoice Wizard filters area will look like this:
ADvendio__AdvertiserName__c;ADvendio__AgencyName__c;ADvendio__PostalRecipientName__c;ADvendio__RecipientName__c;ADvendio__CampaignName__c;ADvendio__InvoiceDate__c;ADvendio__InvoicedAmountNet3__c; ADvendio__OrderNumber__c
You are able to add other fields as filters or columns for any of the finance wizards.
By default, when activating an optimization, there are three cancellation options available: Cancellation Standard (Per Period), Cancellation and merge periods and Cancellation and merge all.
To configure which options are available to your ADvendio users, you can use the ModeAvailability Feature Setting. Navigate to Feature Settings and create or modify* the following record:
* This Feature Setting can also be created by running the postinstall script for Version 2.115.
ADvendio.PostInstall.runMethod('insertFeatureSettingsForInvoiceCancelationModeAvailabilityByVersion2_115', null);