6.4.5 How to End a Campaign Item

Owned by Former user (Deleted)
Last updated: 2024-01-23 by Oksana Vinkarklina (Deactivated)

Challenge

 

At times, it may become necessary to terminate or shorten a Campaign Item prematurely due to internal or external reasons. However, if the item has already been partially invoiced, cancelling it could result in significant administrative work and overhead. This is because the cancellation of invoices that have already been issued would be required, and new invoices would need to be created.

Solution

 

With version 2.128, Campaign Items can now be ended prematurely with the feature End Campaign Item, automatically communicate this to the AdServer. Remaining invoices or outstanding credit notes can also be created and issued.

Attention: Kindly note that this feature doesn't support package components.

To do this navigate to the Campaign Item which you need to end and press End Campaign Item:

The process of ending a Campaign Item depends on whether or not there is a delivery date for this item.

1. Ending a Campaign Item without AdServer Logins (non-delivery data-based Invoices)

  • In the End Campaign Item window, set the new end date for your Campaign Item and the new quantity. The default is the current end date and quantity.

     

  • Press Update

  • Campaign Item End Date and Quantity are updated

  • End Campaign Item Status changes to Completed

  • Preinvoice generation is triggered to create outstanding invoices or credit notes (where invoiced quantity to date > new quantity)

2. Ending a Campaign Item with AdServer Logins (delivery data-based Invoices)

  • In the End Campaign Item window, you can set the new end date for your Campaign Item. The default is the current end date and time.

     

  • Press Update

  • Campaign Item End Date updated

  • New End Date submitted to the AdServer

  • End Campaign Item Status changes to in-progress

  • An Import is scheduled to import the delivery at least 24 hours after the new end date

    • This can be seen in Setup > Process Automation > Paused Flow Interviews

  • Once the import is completed successfully, the total delivered quantity is the new quantity of the Campaign Item

  • End Campaign Item Status changes to Completed

  • Preinvoice generation is triggered to create outstanding invoices or credit notes (where invoiced quantity to date > new quantity)

What if an ended item is cancelled?

If an item which has the End Campaign Item Status of In Progress is cancelled before it can reach the stage complete, the paused flow will be deleted and the process of ending the item will not continue as it is no longer relevant. The status will be reset and the invoice cancellation for the item will continue as in the normal process.

Setup

To use the End Campaign Item function you need to:

  • Add the End Campaign Item button to your Campaign Item Layout

  • Activate the Flow to schedule your delivery import for ending items with an AdServer connection.