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7.2.1.1 Administration Settings

7.2.1.1 Administration Settings

To access the Administration Settings, navigate to the App Launcher and search for the term "Administration Settings". You will then be directed to a Visual Force Page with two tabs. The first tab allows you to adjust your personal user settings, while the second tab to adjust the general administration settings that affect 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

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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?

1.2 Media Campaign/Configuration Settings

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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