Optimizer and the Delta PreInvoice generation
- Sharmeen Hanif
- Liga Bandere
When your organization would like to see who created an adjustment for the campaign items, what exactly, and when was changed as well as to use the Optimization PDF, we strongly advise using this feature.
When the “delta invoicing” is enabled on the admin settings, there is only one optimization source available on the optimizer. It is a preselected and read-only field in the Optimizer UI.
Editing of campaign items is functioning the same way as a proactive source in regards to the Campaign items - It is overriding the existing values of the campaign items. This is different from how it was before because we were not only canceling invoices or invoice items but also canceling the campaign items.
Campaign item cancelation - Is not part of the Delta Beta Version II
Adding new CIs with optimizer:
When a new Campaign item is added through an optimizer we create a new Campaign item and add those invoice items into the next open PreInvoice when optimization is activated
Change of the runtime:
When the runtime of the fully invoiced Campaign Item is changed during an optimization, No new pre-invoices are generated as there is no financial change. However, a new pre-invoice is generated when the runtime of the partially invoiced campaign item is changed during optimization
Delta Change reason
A new field of delta change reason has been created which is used in the adjustment sentence or line for every single delta invoice item. It has also been mapped from the Campaign Item during the Pre-Invoice Generation to the related invoice items. It is possible to add this field to the Tab Setup of the Optimizer, where the user can fill out the reason.
When you save the optimization, you will be redirected to the Optimization version object. Here Delta Invoicing does not require to add any cancelation types.
When a user or a flow changes the Optimization source or cancelation type is selected it doesn't allow to activate of the optimization version
In the case where Quantity is optimized for the CPM item, but not the revenue schedule you will not see any delta changes in your pre-invoices as there is no financial change unless there is a change in the Delivery data in revenue schedules too, or if you already have over delivery that is reflected as the delta in the pre invoices
The delta pre-invoice generation gets triggered automatically and the pre-invoices are generated and invoice items are created when the optimization version is activated