6.3.9 Status of Campaign Items, Invoices, and Invoice Items
On this page, we will provide a detailed explanation of the different statuses used for Campaign Items, Invoices, and Invoice Items.
Campaign Item - Billing Status
Status | Explanation |
|---|---|
Created | This Campaign Item refers to Invoice Items that are either invoiced canceled/cancellation invoices or not invoiced (yet). |
Action to be taken: invoice invoices | |
Open (Default) | This Campaign Item has no Invoice Items (yet). |
Action to be taken: Create preinvoices | |
Invoiced | For this Campaign Item all Invoice Items have been invoiced. |
Action to be taken: Not applicable | |
Partly canceled/invoiced | This Campaign Item is partially invoiced or partially canceled |
Action to be taken: Not applicable | |
Canceled | For this Campaign Item, the Campaign Item has either been canceled or is a cancellation Campaign Item. |
Action to be taken: Not applicable | |
Irrelevant (Version 2.110 and up) | This Campaign Item has a connected item but no Invoice Items. This means that the item was cancelled or is a cancellation item but was never and does not need to be invoiced. |
Action to be taken: Not applicable |
Invoice Status
There are five standard statuses for PreInvoices and Invoices. The following ADvendio Processes only work with the checked ones:
Status/Process | Update delivered Quantity | BillingRun | Cancellation Processes | Explanation |
|---|---|---|---|---|
draft | Manually set/ or custom Automation possible. The status draft can be used together with the status reviewed as an alternative to the standard status created. An invoice in status draft can be updated but not be invoiced. | |||
reviewed | Manually set/ or custom Automation possible. The status reviewed can be used together with the status draft as an alternative to the status created. The invoice will not be updated anymore with changes but can be invoiced. | |||
created | Automatically set when running the preinvoice wizard or creating a pre-invoice. Unless overwritten by a custom automation (as above). This status marks that this is a Pre-Invoice and can be invoiced. Furthermore it can be updated by changes at the Campaign Item. | |||
invoiced | Automatically set when running the Billing wizard. This invoice has been invoiced and can only be cancelled from this point on. | |||
canceled | Automatically set when running the Cancellation wizard or similar processes. This invoice has been cancelled and cannot be processed any further. |
Invoice Item Status
Invoice item status should never be changed manually (or by the flow). The status is set (empty) by the invoice or if this invoice item was canceled, it is set to “Canceled”
Status | Explanation |
|---|---|
- | If no status is set the Invoice Status can be used to determine the progress. |
canceled | The status of Invoice Items will only be set if the single Invoice Item is cancelled but not the whole Invoice. |
Examples
Example 1
Description | Status | Items you have |
|---|---|---|
Create Campaign Item | Open | Would have one preinvoice |
Create Preinvoice | Created | Preinvoice |
Invoice Preinvoice | Invoiced | Invoice |
Cancel Invoice | Partly cancelled/invoiced | Cancelled invoice and cancellation preinvoice |
Invoice cancellation invoice | Open | Cancelled invoice and cancellation invoice (Campaign Item has no connected item) |
Create new preinvoice | Created | Cancelled invoice, cancellation invoice and new preinvoice |
Invoice new preinvoice | Invoiced | Cancelled invoice, cancellation invoice and new invoice |
Example 2
Description | Status | Items you have |
|---|---|---|
Create Campaign Item | Open | Would have two invoice items |
Create Preinvoices | Created | Two preinvoices |
Invoice Preinvoice 1 | Partly cancelled/invoiced | Invoice 1, preinvoice 2 |
Cancel Invoice 1 | Partly cancelled/invoiced | Cancelled invoice 1, cancellation preinvoice and preinvoice 2 |
Invoice cancellation invoice | Partially created | Cancelled invoice 1, cancellation invoice and preinvoice 2 (Campaign Item has no connected item) - missing preinvoice 1 |
Create new preinvoice 1 | Created | Cancelled invoice 1, cancellation invoice, preinvoice 1 and preinvoice 2 |
Invoice new preinvoice 1 | Partly cancelled/invoiced | Cancelled invoice, cancellation invoice, new invoice 1 and preinvoice 2 |
Invoice preinvoice 2 | Invoiced | Cancelled invoice, cancellation invoice, new invoice 1 and invoice 2 |
Example 3
Description | Status | Items you have |
|---|---|---|
Create Campaign Item | Open | Would have two invoice items |
Create preinvoices | Created | Two preinvoices |
Invoice both | Invoiced | Two invoices |
Cancel Invoice 1 | Partly cancelled/invoiced | Cancelled invoice 1, cancellation preinvoice and invoice 2 |
Invoice cancellation invoice | Partly cancelled/invoiced | Cancelled invoice 1, cancellation invoice and invoice 2 (Campaign Item has no connected item) - missing new preinvoice 1 |
Create new preinvoice 1 | Partly canceled/invoiced | Cancelled invoice 1, cancellation invoice, invoice 2 and new preinvoice 1 |
Invoice preinvoice 1 | Invoiced | Cancelled invoice 1, cancellation invoice, invoice 2 and invoice 1 |
Example 4
Description | Billing Status | Items you have |
|---|---|---|
Create Campaign Item | Open |
|
Create preinvoices | Created |
|
Invoice preinvoices | Invoiced |
|
Cancel Campaign Item |
| Results in: |
Result: | ||
Original Campaign Item | Cancelled | Cancelled invoice item |
Cancellation Campaign item | Created | Cancellation preinvoice |
Invoice your cancellation campaign item preinvoice | Cancelled | Cancelled |