Fixed Position Numbers

If this is checked all position numbers will be retained and can not be changed. 

Approval Watermark Proposal

Enable to display a "Draft" watermark on every quote for all Media Campaigns which are not approved (Checks for the fields "ADvendio__IsApproved__c").

Approval Watermark (PreInvoice)

(with 2.83) - Enable to display of a "Draft" watermark on all Invoices which are in status "Draft", "Reviewed", or "Created". 

Custom Quote PDF

Insert your Visualforce page containing the custom quote pdf. This will show when pressing 'generate document' on Media Campaign.

For more details please have a look here: 7.5.9 How to customize the PDFs?

Custom Invoice PDF

Insert your Visualforce page containing the custom invoice pdf. This will show when pressing 'show document' on Invoices. It will also be used in the billing run to attach the documents.

For more details please have a look here: 7.5.9 How to customize the PDFs?

Show Product Recommendations

Displays product recommendations when adding campaign items.

Use new Media Configuration

Turns on the new MediaConfiguration (If you see this option, highly recommended!) Learn about Media Configuration Functions here.

Prevent Fiscal Year Overlapping

7.2.2.6 Sell by fiscal year only - Please activate the checkbox to prevent the creation of Media Campaigns with a runtime in more than one fiscal year.

Set Media Campaign Name

Feature deprecated. Please don't use instead program a flow or workflow to set the name field! Here you can download an example SetMediaCampaignName-2.flow

Use new Media Search

Turns on the new media search page

Quantity Discount decimal places

The number of decimal places that will be displayed in the quantity discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_1__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs.

Customer Discount decimal places

The number of decimal places that will be displayed in the customer discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_2__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs.

Agency Discount decimal places

The number of decimal places that will be displayed in the agency discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_3__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs.

Special Discount decimal places

The number of decimal places that will be displayed in the special discount value. (Field: ADvendio__Campaign_Item__c.ADvendio__Rate_Discount_4__c). Use a similar setting in your quote and invoice preferences to adjust the PDFs.

Sales Price decimal places

The number of decimal places that will be displayed in the sales price and the according to surcharges. For more information about this feature take a look at the following Wiki page: 7.6.14 Setup Sales Price Decimals.

Default Agency Earnings

Use this to set a default percentage for your AE which will then be set when creating any new campaign item.

ModifyCampaignItems JavaScript Extension

Link to a custom JavaScript static resource. This JavaScript is added to the New MediaConfiguration and Optimizer pages.

Steps on how to use this:

1. Upload your static resource with the javascript via Setup

2. view the file in Salesforce

3. copy the last part of the URL, like this "/resource/1234551234000/ADvendio__ModifyCisJs"

4. copy this last part into the field ModifyCampaignItems JavaScript Extensions in your Administration Settings

CampaignBuilder JavaScript Extension

Create, upload and enable your custom script:

1. Create your custom javascript file 7.2.23.2 Setup of custom logic for the Campaign Builder (Custom javascript) | Creating your custom javascript file

2. Upload it to your org via Setup as per steps 7.2.23.2 Setup of custom logic for the Campaign Builder (Custom javascript) | Use your custom script

3. Enable it in the ADvendio Administration Settings.

   1. Open the App Launcher.

   2. Search for Administration Settings and Switch to the Administration Settings tab.

   3. Next to Custom JavaScript (Campaign Builder), enter the link you copied from the URL

   4. Click Save

Match Publication Dates Validation

Enable this setting to avoid your users from setting other dates in the Campaign Item record page than the ones being set by Publication dates. For further information about this feature please read: 4.3.9 Publication Dates

Display Apply Price Rules Button in Media Configuration

will enable the blue button to show up in Media Configuration. 

Display Check Availability Button in Media Configuration

will enable the blue button to show up in Media Configuration. 

Hide Apply Price Rules modal

This feature will result in the application of price rules modal not being shown when you save in the Media Configuration. You can see the modal when you have price rules in your system and want to save in the Media Configuration.

Calculate number of Requested Contents

When enabled the requested Contents field will be filled in the Media Configuration by the number of Contents you have already selected. The field is relevant for the Availability Check with Contents.

Enable New Key Values UI

When this setting is enabled, new key values UI will be shown rather than original UI on media configuration. This is crucial to prepare for the deprecation of our November 2024 release when this new UI will be enabled by default to all clients.

Enable New Postal Codes UI

When this setting is enabled, new postal code targeting UI will be shown rather than original UI on media configuration. This is crucial to prepare for the deprecation of our November 2024 release when this new UI will be enabled by default to all clients.

Use new Media Search

Turns on the lightning media search page

Only available results in Media Search

Turns on a setting to only show the results which are available in an Availability Check in the Media Search. 

Redirect to Campaign Builder

This feature turns on the possibility to be redirected to the Campaign Builder page. For more information about the setup of the Campaign Builder please check the following Wiki: 7.2.23 Setup of the Campaign Builder

Disable Criteria-Breakdown By Forecast

starting with Version 2.85 - Check this if you like to turn off the detailed Criteria Breakdown for your Org which influences your 4.4 Check Availability in ADvendio?.

Disable Emails (Check Availability)

If checked all users will only see the results in the browser and not additionally receive an email. This setting works for the standard button and the availability within the Media Configuration!

Disable the selection of fully booked cells

Overbooking prevention - this feature disables the selection of fully booked cells in the Booking Calendar and in the Extended Publication Date Calendar. 7.2.4.2 Prevent Overbooking.

Prevent Fiscal Year Overlapping

7.2.2.6 Sell by fiscal year only - Please activate the checkbox to prevent the creation of Media Campaigns with a runtime in more than one fiscal year.

Enable Custom Fiscal Periods

Activate this checkbox when an organisation is using a custom calendar on Salesforce

Use New VAT Calculation

Activate to use the improved VAT which syncs between Media Campaigns and Invoices. Read how to Configure the VAT Calculation. Also, remember to activate Early Payment Discount for Quotes and Invoices. 

Start of Week

This selection defines which day is set to the beginning of the week and will be chosen by the system when your billing payment interval is set to weekly. Might be overwritten by the Legal Entity and is defined by a 7.2.9.1 Edited in a Picklist Values Sets (Global Picklists)

Calculate the Frequency from the runtime

This setting will turn on the frequency calculation for fixed prices based on the billing category. More details can be found here: 3.1.4.4.1 How to automate Frequency calculation for time unit-based prices?

Enable Advanced Commitments

Enable the usage of the advanced Commitments feature. For more information about this feature please take a look at 4.16.2 How to Assign Commitments to Media Campaigns

Enable Priorities for Advanced Commitments

Enable this feature for Hierarchal Matching for Advanced Commitments based on higher priority. More details on Advanced Commitments vs. Basic Commitments

Approval Watermark (PreInvoice)

Enable to display a "Draft" watermark on every PreInvoice for all Invoices which are not approved (Checks for the fields "ADvendio__IsApproved__c").

Activate Auto Invoice Dispatch History

It creates an Activity related to the Debtor Account for each invoice after the Invoice was successfully sent during the Billing Run via mail.

Invoice Email Server URL

Read here how to 7.6.4 Setup automated Invoices Emails.

Invoice Email From Email Address

Read here how to 7.6.4 Setup automated Invoices Emails.

Enable Site Filter in Invoice Wizard

Allows you to filter by site and integrate the multi-select picklist to your wizards. 7.6.3 Customize your Finance Wizards.

Default Invoice Date

allows user to configure a default invoice date to be used by the Invoice Wizard. Picklist with options; Day of billing run(default), End of previous month, Start of previous month, End of current month, Start of current month, End of next month, Start of next month or Planned invoice date. 

Disable Invoice PDF creation

if checked the Invoice PDF generation will be disabled. This means that Phase 2 (PDF Generation) and Phase 3 (Email sending) will not occur for your billing runs. 

Run preInvoices for last X months only

The default of the this field is blank which means that the batch conditions work like before, all media campaigns which are set up to be able to create Pre-Invoices will be processed. When the value is added so that the query only gets media campaigns where the MediaCampaign__c.Campaign_End_Date__c is later than the current date minus the number of month from the admin settings.

Customers, who have the GenerateInvoiceBatch.cls for Pre-Invoice Generation scheduled, need to reschedule it after this issue is released and the Release 2.166 is installed in their org.

Enable calculation of Revenue Schedules Daily

If you activate daily Revenue Schedules, these are created for every day of a Campaign Item instead of monthly. Read more about Revenue Schedule and Delivery Data.

Enable site-based delivery data

Enable this to get delivery data from the ad server divided by sites.