Cancelations

The Delta Invoicing feature introduces significant enhancements to the handling of invoice and invoice item cancelations, as well as the integration of new functionality for campaign item processing. These improvements ensure greater consistency, accuracy, and streamlined workflows within the invoicing and pre-invoicing processes.

Invoice Cancelation

• When Delta is enabled, canceling an invoice will:

  • Set the status of the invoice to "Canceled".

  • Set the status of each related invoice item to "Canceled".

  • Assign the Creation Type field of all created cancelation invoice items to "Cancelation".

New Field: The Creation Type field for invoice items was introduced during Delta development to facilitate better tracking and categorization.

Open

2. Invoice Item Cancelation

• Enhancements to invoice item cancelation include:

  • Automatic cancelation of Delta Adjustment and Technical Reversal invoice item types as a pair.

  • Continuation of setting the original invoice item’s status to "Canceled" during cancelation.

  • Assignment of the Creation Type field to "Cancelation" for all cancelation invoice items.

Open

Campaign Item Cancelation

• The Optimizer is now the sole interface for canceling campaign items. The Cancelation Wizard has been deprecated.

• Key changes include:

  • Cancelation Campaign Items are now created only for campaign item cancelations. Other optimizations adjust the original campaign item directly.

  • Cancelation invoice items created through campaign item cancelations are now referenced to the canceled campaign item, rather than the cancelation campaign item.

  • A new Campaign Item Field called "Status" has been introduced:

    • Campaign item cancelations set this field to "Canceled".

The "Status" field cannot be altered outside the cancelation process.

Pre-Invoice Assignment Rules

• Cancelation invoice items created by campaign item cancelation adhere to the same pre-invoice assignment rules as Delta Pre-Invoice Generation.

• Key considerations:

  • Open accounting periods play a significant role in pre-invoice assignments.

  • Refer to the Pre-Invoice Generation for detailed insights.

Separation of Cancelation Invoices

• Invoice and invoice item cancelations will not be assigned to non-cancelation pre-invoices.

• Cancelation invoices maintain their separation by creating a dedicated cancelation invoice that clones the original invoice.