6.11 Change Media Campaign Debtor

Owned by Former user (Deleted)
Last updated: 2023-10-10 by Oksana Vinkarklina (Deactivated)
2 min read

 

This feature requires the ADvendio Lightning Flows Extension. Ask your admin to 7.6.12 Install the Change Debtor Lightning Flow.

You can find a video explaining the feature in this blog article: ADvendio’s Lightning Flow Debtor Change Instantly Updates Campaign Invoicing.

When you create a Media Campaign, you typically choose a Debtor. However, sometimes you may need to change the debtor after the Media Campaign has started, or even after you've already invoiced the original Debtor. It's crucial to remember to cancel, change or reissue the relevant invoices when changing the Debtor for a Media Campaign.

To simplify this process and ensure that you've taken all the necessary steps, we have created a lightning flow. This flow will allow you to change the debtor of a Media Campaign without having to manually manage the invoicing aspect. To change the debtor for a Media Campaign, all you need to do is go to the Media Campaign and click on the "Change Debtor" action.

A pop-up will open for you to select the new debtor for this Media Campaign. Choose the new debtor and press next.

 



Results:

  1. The Debtor for the Media Campaign will be updated to a new Debtor.

  2. All previous pre-existing invoices for the old Debtor will be cancelled.

  3. New pre-invoices will be generated for the new Debtor.