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7.1.6 Schedule Account Revenue Calculation

7.1.6 Schedule Account Revenue Calculation

This section guides you through resetting the account summary fields for company turnover at the beginning of the year.

ADvendio is planning to implement an automated process for future releases.

Please make sure to use the Apex class: "AccountTurnover".

How to schedule the Apex Job

To schedule the Apex Job please follow these steps:

  1. From Setup, enter Apex Classes in the Quick Find box, select Apex Classes, and then click Schedule Apex.

  2. Choose a name for the job and specify the name of the class that you want to schedule (AccountTurnover).

  3. Indicate how often the Apex class should run:

    • For Weekly—specify one or more days of the week the job is to run (e.g. Monday and Wednesday).

    • For Monthly—specify either the date or the day the job is to run (e.g. the second Saturday of every month.)

  4. Set the start and end dates for the Apex scheduled class. If a single day is specified, the job runs only once.

  5. Specify a preferred start time. The exact start time of the job depends on service availability.

  6. Click Save.

Functions of the Apex Job

This Apex Class will:

  •  Summarize the Turnover_Amount__c by adding up all related MediaCampaigns to the Account sorted by the following:

    • next calendar year, 

    • this calendar year, 

    • last calendar year, 

    • the calendar year before last year

  • (if a fiscal year was set up):

    • Next Fiscal Year

    • This Fiscal Year

    • Last Fiscal Year

  •  it is batchable and schedulable

  • refers to the Account and Agency lookup including all Media Campaigns

If you cannot find some of the fields needed, please ensure to add them to your layout in Setup.

New batch job Account Turnover Full Scope

With version 2.182 anf onwards new batch class AccountTurnoverFullScopehas been introduced which is an upgraded processing job designed to give you a complete 360-degree view of an Account's financial performance within ADvendio.

  • Total Revenue Inclusion: Previously, turnover calculations primarily focused on direct Advertisers. This new job now captures and includes revenue from all Media Campaigns where the Account is designated as the Agency, providing a more realistic picture of the total business volume associated with that partner.

  • Automatic Historical Cleanup: To maintain high data quality, the job performs a deep scan of the last four years of historical data. This ensures that if a campaign's value or status was changed in the past, those changes are correctly propagated to the Account’s turnover fields, and any "ghost" or stale values from old records are purged.

  • Admin Action: This job runs as a separate technical process (AccountTurnoverFullScope). Admins can schedule it to run periodically or trigger it manually when a full refresh of historical revenue data is required for auditing or end-of-year reporting.