7.2.1.1 Administration Settings

Open the App Launcher and search for the term "Administration Settings". Then click on the link that will lead you to a Visual Force Page with two tabs. The first tab enables you to set your own personal user settings.

The second tab steers the general administration settings relevant to ALL users.

Personal Settings

Here you can set up how your media campaign line items will be sorted (if you are not using the alternative  8.5.1 Setup the Campaign Item Related List Visual Force Page (VFP)).

You can also set your

Administration Settings

1. Administrator Actions

1.1 PDF Settings

LabelDescription
Fixed Position NumbersIf this is checked all position numbers will be retained and can not be changed. 
Approval Watermark ProposalEnable 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 a "Draft" watermark on all Invoices which are in status "Draft", "Reviewed", or "Created". 
Use the new PDF please always activate!
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?

1.2 Media Campaign/Configuration Settings


LabelDescription
Show Product RecommendationsDisplays product recommendations when adding campaign items.
Use new Media ConfigurationTurns on the new MediaConfiguration (highly recommended!) Learn about Media Configuration Functions here.
Prevent Fiscal Year Overlapping7.2.2.6 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 NameFeature 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 SearchTurns on the new media search page
Quantity Discount decimal placesThe 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 placesThe 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 placesThe 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 placesThe 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 placesThe 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 EarningsUse this to set a default percentage for your AE which will then be set when creating any new campaign item.
ModifyCampaignItems JavaScript Extensions

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
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

This setting can lead to a degradation of the performance when enabled. 

Display Apply Price Rules Button in Media Configurationwill enable the blue button to show up in Media Configuration. 
Display Check Availability Button in Media Configurationwill enable the blue button to show up in Media Configuration. 
Hide Apply Price Rules modalThis feature will result in the apply 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 ContentsWhen 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.

1.3 Media Search settings

LabelDescription
Use new Media SearchTurns on the lightning media search page
Only available results in Media SearchTurns on a setting to only show the results which are available in an Availability Check in the Media Search. 

1.4 Availability Forecast

LabelDescription
Disable Criteria-Breakdown By Forecaststarting with Version 2.85 - Check this if you like to turn off the detailed Criteria Breakdown for your Org which influences your 4.4 How to check your Campaign Items 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!

1.5 Booking Calendar Settings

LabelDescription
Disable the selection of fully booked cellsOverbooking 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.

1.6 Billing and Accounting Settings

1.6.1 General

LabelDescription
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.
Use New VAT CalculationActivate 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 Legal Entity and is defined by a 7.2.9.1 Edited in a Picklist Values Sets (Global Picklists)
Calculate the Frequency from the runtimeThis 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 CommitmentsEnable 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

1.6.2 Invoicing

LabelDescription
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 if checked the system creates tasks for each billing run if invoice email has been sent.
Invoice Email Server URLRead here how to 7.6.4 Setup automated Invoices Emails.
Invoice Email From Email AddressRead here how to 7.6.4 Setup automated Invoices Emails.
Enable Site Filter in Invoice WizardAllows 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. 

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. 

1.6.3 Delivery Data/Revenue Schedules

Turning on Enhanced Delivery Data will greatly increase your data volume. You might have to think about 8.3 Salesforce Archiving Options or buy more Salesforce storage.


LabelDescription
Enable calculation of Revenue Schedules DailyIf 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 dataEnable this to get delivery data from the ad server divided by sites. 

1.6.4 Pay Factor Settings

Both settings can lead to large amounts of data!


LabelDescription
Pay Factor Calculation (Campaign Item) Base PriceChoose here which Base Gross Value you like to use to calculate the Pay Factor.
Pay Factor Calculation (Campaign Item) Discounted PriceChoose here which Discounted Net Value you like to use to calculate the Pay Factor.

1.6.5 Flexible Payment Plan Settings

Flexible Payment plans are an interesting feature to schedule individual invoices based on publication dates. Detailed information here  Flexible Payment Plan (FPP).

We don't recommend using automatically generated FPPs in combination with manual creation FPPs!


LabelDescription
Use new Invoice GenerationTurn on if you are using FPPs.
Flexible Payment Plan Amount FieldSelect the Campaign Item amount field to be used in Flexible Payment Plans. This applies to validations and percentage distribution.
Create FlexiblePaymentPlan AutomaticallyActivates the automatic creation of Flexible Payment Plans for Campaign Items with Selected Publication Dates.
Prevent Fiscal Month OverlappingPrevents the Invoice Date shifting to the next calendar month where invoicing is deferred.

1.6.6 Publisher Payout Settings

LabelDescription
Use enhanced DD for Publisher PayoutIf checked we use the object Enhanced Delivery Data instead of site-based Delivery Data to calculate the Publisher Payout Amounts. Make sure to check the enhanced delivery option when 5.3.2 Scheduling Delivery Data Reports first.
Publisher Payout Amount FieldDeprecated. Please use the feature setting "Amount field" instead and read more here: 8.4.2 Setup Publisher Payout.

1.6.7 Accounting Interface Settings

LabelDescription
Deferred Accounting Method If checked we use the selected accounting method to create deferred items and accounting records. 6.5.3.1 Deferred Accounting Methods.

1.7 User Right Settings

LabelDescription
Disable ACL

1.8 Account Settings

LabelDescription
Use shipping addressDefines which postal code is used when calculating the area classification value. If checked it uses the shipping address otherwise the billing address.

1.9 Inventory Settings

LabelDescription
Show Rate ValidityTurns on the rate validity criteria for AdPrices
Filter for active RecordsAll wizards and components will only show active records. Read more here: 3.1.9 Active and inactive inventory items

1.10 Set PDF document names

The "middle" part of the Administration Settings plus setting shows a feature to name the created documents for offers and invoices. (It will not manage the media campaign record name anymore. Please use the provided flows instead and configure those to your needs.)

This function is available for Quote, Optimizer, and Invoices PDFs and is working the same for all three.

Select the building blocks of your file name in the four boxes by picking the fields names which will then be concatenated to your file name as shown in the bottom field i.e. Quote PDF Name using the API names of the fields. If not chosen the default sets the file name to the media campaign, optimization name or Invoice record name.

2. Default Settings for all users

In this section you can set up how your media campaign line items will be sorted (if you are not using the alternative  8.5.1 Setup the Campaign Item Related List Visual Force Page (VFP)).

You can also set the default standard for ALL users for 

Other usages of Administration Settings