ADvendio Preview Version 2.175 - Spring 2025

Issue Type

Components

Description

Improvement

Campaign builder

Fixed an Issue with the parsing of related lists assigned to the items via flexible targeting sets

Improvement

Campaign builder

Fixed rendering Issue with Static From/Until Date Fields in Campaign Builder

Improvement

Media Configurations

Fixed an issue with Selected Brands/Products - In media Config no longer available

Improvement

Inventory Setup Assistant/Package Manager

Fixed issues with [Inventory Setup Assistant] Package Manager

Changes and Optimization

API/ Invoice Item Cancelation

Enable Invoice Item Cancellation via invocable method for flows

Improvement

Invoicing

Improve error handling in files: APEX heap size error

Accounts

Changes and Optimizations

• We improved the AccountTurnover process to exclude outdated accounts and campaigns older than two years, preventing errors for unsupported account records.

• We transitioned two campaign-related workflow rules and their field updates to Salesforce Flows, aligning with Salesforce’s plan to deprecate Workflow Rules and Process Builder. Please find more info on this Wiki page: Workflow Rules & Process Builder End of Support by end of 2025

Ad Material Management

New Feature

We added a preview feature to Ad Material Management, allowing users to View native ads. Native ads use uploaded HTML/CSS templates with mapped variables for accurate previews, replacing the old file upload preview with a more dynamic and user-friendly experience.

Booking Calendar LWC

Changes and Optimizations

We fixed the following issues:

• Resolved a filtering issue in Media Search and Booking Calendar where not all records were displayed due to query limits, now reverted to 1,000 for better performance.

• Addressed inconsistencies with the rate card filter in the Booking Calendar, ensuring proper selection, deselection, and filtering based on templates or media campaigns.

• Corrected an error ("I[O].split is not a function") caused by templates with custom checkbox fields in the Booking Calendar.

• Adjusted the Site filter in the Booking Calendar to display only relevant sites based on the selected Rate Card and Media Campaign.

• Improved the "Filter" section to handle large record sets in Media Search and Booking Calendar, with a configurable record limit setting added.

• Fixed incorrect media campaign IDs in the Booking Calendar, ensuring proper updates when switching campaigns.

• Resolved a miscalculation in the monthly view of the Booking Calendar for end dates of months.

Campaign Builder

Changes and Optimizations

This release includes a wide range of improvements to the Campaign Builder, focused on boosting performance, UI consistency, targeting capabilities, data accuracy, and error handling. Below are the key enhancements and fixes delivered:

🎯 Feature Improvements

🔢 Enhanced AdServer Price Precision

• The AdServer Price field on Campaign Items now supports up to 9 decimal places, independent of the general Sales Price Decimal setting.

📍 Streamlined Postal Code Validation

• Multiple error messages in the Postal Code Targeting tab are now consolidated into a single summary, improving readability and reducing user confusion.

🎨 Improved UI Alignment

• Visual alignment in the Targeting tab has been refined.

🔡 Bulk Keyword Input Support

• Users can now paste large lists of keywords (predefined and freeform) directly into the Value field.

🧭 Breadcrumb Navigation in Search Trees

• The selection tree now includes breadcrumbs to display the hierarchy of values, helping users distinguish between similarly named targeting options.

🚀 Dynamic Preloading of Regional Settings

• We improved dynamic data loading for locale, currency, and language in Campaign Builder.

📊 Check Availability Improvements

• Fixed issues where availability results were not returned or were stuck in a “Checking” state (especially for brand targeting).

• Introduced support for a new Feature Setting:
  CheckAvailabilityConfiguration, with control over retry delay and attempt count.
  Example config:

  { "delay": 3000, "retries": 50 }

🛠️ Fixes in Campaign Builder and Related Features

🔁 Item Configuration & Save Behavior

• Fixed a bug where 100% Special Discount caused the Quantity to be cleared, blocking item saving.

• Resolved an issue where picklist values without a record type were being reset on quantity/date updates.

• Fixed currency field paste errors that cut off digits or formatting.

🧩 Tab Rule & Field Behavior

• The Rate Calculation Quantity field now fully hides when Tab Rules require it.

• Read-only picklist fields from related objects now display correctly in Campaign Builder.

🧮 Net Calculator Fixes

• Fixed unexpected resets when using the Tab key in calculator inputs.

• Ensured Target Net and Special Discount fields trigger proper recalculations.

• Fixed issues with Budget N2 logic (e.g., emptying it did not update values).

• Enhanced support for eCPM calculations with proper handling of agency commission.

📆 Publication Date Fixes

• Corrected an issue where the year dropdown displayed the wrong year when selecting January.

• Fixed saving issues due to conflicting Salesforce IDs in publication date records.

• Addressed incorrect content quantity calculations when using constant quantity settings and multiple dates.

• Optimized performance by reducing calendar request time and Salesforce response delays.

🎯 Targeting Component Stability

• Fixed multiple bugs in the targeting module:

  • Resolved “Script-thrown exception” on Brand targeting.

  • Pasting >100 values now shows correct error and behavior.

  • Fixed inconsistencies in targeting trees (add/edit/remove).

  • Fixed the “Unselect” button not working in Content targeting.

  • Eliminated duplicate content targeting when mixed with Flexible Targeting Sets.

  • Addressed issues with availability check failures when brand targeting was present.

Campaign Creator/CampAIgner BETA

New Feature

Introducing the CampAIgner – Smarter, Simpler Campaign Creation

We've completely reimagined the way campaigns are built. The CampAIgner combines a redesigned, intuitive user interface with the power of AI-driven recommendations to help you build better campaigns—faster.

✨ Whether you're setting objectives, selecting products, or refining targeting, every step has been streamlined to save time and reduce complexity. The result? A smoother, smarter, and more user-friendly campaign setup experience that puts intelligent insights at your fingertips.

👉 More information will follow.

Check Availability

Changes and Optimizations

We have implemented the following fixes:

• We resolved an issue where past-dated Campaign Line Items were incorrectly returning availability in the Campaign Builder.

• We addressed a timezone issue where the timestamp used for availability forecasts in the Campaign Item Related List and Media Configurator differed based on the user's timezone.

• We fixed the Check Availability process in the Optimizer, which was previously failing due to unhandled actions related to Frequency and Guaranteed AI.

• Fixed problems with Connection IDs from ADvendio not being fully considered in targeting features for Freewheel.

• We improved our error handling, that a proper response is shown if Keys or other Targeting Criteria used are inactive in Google, so that you can fix the configuration instead of seeing a Null error.

Check Availability

Changes and Optimizations

• We updated old Adserver names: DFP changed to GAM, and Appnexus changed to Xandr in the Result Lists.

• we refactored Check Availability LWC for Media Search, Self Service, and Campaign Builder to improve performance and simplify the code by consolidating two jobs into one.

AI Video Creatives

New Feature

🎬 AI Video Creative Integration with Waymark

We’ve partnered with Waymark to introduce a new Lightning Web Component that enables AI-powered video creative generation directly within ADvendio. Through a guided flow, users can easily create and download videos for use in their campaigns.

⚠️ Please note: Use of this feature requires a separate agreement with Waymark.

🧹 Creative Management Enhancements

• Deactivate Creatives:
  You can now deactivate creatives within ADvendio, giving you more control over which assets are active and available for use.

• Cleanup of Duplicate Unique Key:
  We’ve removed a duplicate unique key field in the AdCreative Template object.
  This field was previously unused, so no impact is expected.

More details will follow.

Dynamic Pricing/Price Rules

Changes and Optimizations

We fixed an issue related to the Dynamic Pricing query limit error

Email-Notification

Improvement

We updated Gateway Result Emails to use Salesforce My Domain URLs for job ID and Campaign Item links, ensuring compatibility with Salesforce's API changes by the June 14, 2025 deadline.

EventDates

Changes and Optimizations

We fixed issues in the exclusivity check / booking calendar service, where availability checks were not providing the right results if contents were not used.

Inventory Setup assistant

Changes and Optimizations

We fixed two issues in the Inventory Setup Assistant.

• We resolved a script error that occurred when attempting to create placements with the same name in multiple rows, allowing equal names without triggering an error.

• We corrected the behavior of the Publication Number field in the "Create Publication Dates" UI, ensuring it is set to a default value of 1 and is non-editable as intended.

Key Values

New Feature

We developed a new global setting in the administration settings that disables the ability for users to create custom Freeform key-values in the targeting screen. When enabled, users can only select from pre-defined key-values, ensuring consistency and preventing unintended targeting or errors.

We also fixed an issue in the Freeform Key Value Feature for Xandr, where the submit to AdServer process crashed if key values contained leading or trailing whitespaces.

LicenseModule

Changes and Optimizations

We introduced the following License Module enhancements:

• We enabled ADvendio ONE features in sandbox orgs with a message indicating their availability only with ADvendio ONE so that you are free to try them out.

Fixes:

• We fixed an issue where the license update process in version 2.173 caused an error message to reappear repeatedly despite being resolved multiple times.

Lightning Experience

Changes and Optimizations

We removed the 'CMS-Key-Value' Picklist Reference from Related List Filters on the Lightning Record Page.
We removed wrongly added related list component from the new Connection Lightning layout.

Lightning Flow

Improvement

We renamed the "Save and Back" button to "Save and Continue" and implemented logic to save availability results and navigate users to the next screen upon clicking.

Media Buying

Improvement

💼 Media Buying Enhancements

We’ve introduced several improvements to streamline and expand the capabilities of our Media Buying features:

• Improved OmniBudget Overview
  The OmniBudget Overview now correctly displays data even when campaign dates span multiple years, ensuring consistent visibility across longer planning periods.

• Submit Buying Order UI Improvements
  We’ve added Check All / Uncheck All buttons to the Submit Buying Order interface for faster and easier selection of buying items.

• Extended Name Support for Buying Entities
  New fields have been introduced to support names longer than 80 characters:

  • Buying Order Extended Name

  • Buying Item Extended Name

• Simplified Submit from Campaign View
  You can now initiate the Buying Submit process directly from the Media Campaign using the Buying Order Related List component.

• Enhanced Metrics Aggregation
  The system now automatically aggregates additional media buying metrics from Buying Items into their parent Campaign Items / Revenue Schedules, improving visibility and reporting accuracy.

⚠️ Important Note:
In our next release, the relationship structure between Media Buying and Media Campaigns will change.
If you're currently using Media Buying in production, please contact us as soon as possible so we can support your migration.

Media Campaign

Changes and Optimizations

We fixed an issue where the Campaign item related list main list of items did not update after adding or deleting items.

Media Configuration

Changes and Optimizations

We fixed an issue where an error appears in the console when attempting to add Creative Targeting in Media Configuration.
We fixed an issue where the ability to delete a campaign item in Media Config was dependent on how the Media Search was accessed.
We fixed an issue where publication dates in the Media Config calendar were incorrectly displayed in grey after updating to version 2.173.

Media Search

Changes and Optimizations

We fixed an issue with Non-Removable Fields in Media Search Results.

Publication Date Wizard

Changes and Optimizations

We fixed the issue related to the Publication Dates Wizard Skipping July When Using "Create Series of Dates."

Rate card

Changes and Optimizations

We fixed an issue related to the Copy rate card feature failure due to the number of records.

Targeting Sets

Changes and Optimizations

We fixed an error in the Targeting Sets Wizard where clicking the "Unselect All" button caused issues, whether or not any targeting was selected.

We enabled the Advanced Targeting for Freewheel to be used in Targeting Sets.

Components

 Issue Type

 Description

Integration / Vistar

New Feature

ADvendio now offers seamless integration with Vistar Media, empowering users to manage their digital out-of-home (DOOH) campaigns more efficiently. This integration enables the submission of media campaigns and retrieval of delivery data—all within ADvendio. With automated data syncing and real-time performance insights, advertisers gain better visibility and control, streamlining campaign execution and enhancing reporting accuracy.

Check Login / Authentication

Changes and Optimizations

We’ve improved our messaging in the Check Login functionalities, to communicate authentication problems in the third party integrations in a better way.

Delivery Data

Changes and Optimizations

We fixed a problem with our delivery reports feature. The imported metrics were doubled if the same Ad ID was used across multiple Campaign Item Records. This problem was more prone to happen if you were using scheduled delivery reports and a high number of active Campaign Items (4.000+)

Buying Delivery Data

Changes and Optimizations

We've resolved an issue in the Buying Delivery Data feature that caused exceptions when processing GMS responses after job completion

Submit Buying Order

New Feature

We made the Buying Submit process available for flows, so you can create custom automation, which handles the Media Buying submit.

Programmatic Media Campaign Generation

Improvement

We gave flexibility to the customer to consider a new parameter when creating a Programmatic Media Campaign. This new parameter is the “partner name” which is managed through a Feature Setting and will allow to create Programmatic Media Campaigns separated by partner name which will be part of the current unique Key differentiator used for this purpose.

Integration / Facebook

Changes and Optimizations

We updated our Facebook Integration to the Facebook Marketing API v.21
We’ve enhanced the authentication of our Meta Integrations from ADvendio to be able to access all required pages and audiences related to external Ad Accounts from your Facebook Business Account.

The 'Set Budget Order Level' checkbox in our Facebook Integration now functions correctly, allowing users to control budget prioritization between Buying Orders and Buying Items.

We updated our token generation process to include the new permission budget_management in the new tokens generated for the Facebook Integration.
This new permission will allow customers to retrieve Pages from different Business Portfolios

Integration / Freewheel

New Feature

For customers that were using the partner module (that's going to be deprecated in March 2025) or want to start using the Marketplace capabilities our Freewheel Integration now supports the new Inventory Package targeting from the Freewheel Marketplace module

🧠 1. Inventory Package Targeting

ADvendio now supports Freewheel Inventory Packages (IP) for both:

• Standard Campaign Items

• Programmatic Guaranteed Deals (PG)

You can now:

• Import available Inventory Packages from Freewheel via the Transfer to ADvendio tool (only for what the content owner gives access)

• Include or exclude them in your campaign item targeting.

• Include them in our Availability Check

• Submit to AdServer features to assign the right inventory packages to your Freewheel bookings from ADvendio, to better target reach extensions and external inventory in your bookings.
  
  

• Having an inventory package available in Advendio will help to save time avoid targeting errors while configuring a campaign, and keep the team independent in terms of who needs to set these types of targeting and who needs to apply them allowing for more precise and efficient ad placements

📦 2. Forecasting & Availability Check for PG Deals

Users can now run Availability Checks for Programmatic Guaranteed (PG) deals, with real-time feedback from Freewheel's forecasting API.

• Availability checks rely on AvailabilityQuantity__c, not the standard quantity field.

• For PG Deals, ADvendio first checks if a Deal ID exists. If not, it auto-submits the deal to Freewheel and retrieves the ID.

• Forecasts are run via Freewheel's on_demand_forecasts API and results are returned to Salesforce.

⚠️ Freewheel’s response times can vary (~3–30 mins same as doing it directly in Freewheel), so async handling and retry logic have been added.

• Also, we’ve enhanced our debug capabilities for the Freewheel integration, allowing our team faster analysis of issues and unclarities in API communication.

Integration / Google AdManager

New Feature

✅ Service Account Authentication Support

ADvendio now supports connecting to Google Ad Manager using Service Accounts as a secure alternative to standard user-based authentication.

This improvement offers more flexibility for managing GAM access, allowing customers to choose between:

• Standard user credentials, or

• Service Account-based logins

This simplifies authentication management and ensures long-term maintainability of your GAM integration.

👉 Learn how to set it up:
Connect to GAM Using Service Accounts

🛠 Fixes in GAM Integration

• AdServer Price Precision
  Fixed an issue where AdServer prices were always rounded to two decimals when sent to GAM, even when more precision was defined.

• Status Update Reliability
  Resolved multiple issues that:

  • Prevented items from activating correctly.

  • Caused duplicate status updates to be triggered unnecessarily.

• Audience Segment Import
  Fixed a problem where Audience Segments were not imported as expected.

• Delivery Reporting (Custom Metrics)
  Corrected issues with Custom Delivery Metrics not showing properly in delivery reports.

• Key Value Targeting (Freeform)
  Fixed issues with Broad and Prefix value matching in freeform key value targeting.

• Creative Targeting with Freeform Keys
  Resolved issues where freeform key values weren't correctly used in creative targeting.

• RFP Import Enhancements
  Improved the RFP import process to ensure Proposal Dates are correctly included in all cases.

🚀 New Functional Capabilities

• Archive / Cancel Items
  You can now archive or cancel campaign items in GAM directly from ADvendio using the Status Submit functionality.

• Latest API Version Support
  We’ve upgraded our GAM integration to use the Google Ad Manager API version v202411, ensuring compatibility with the latest Google features and security updates.

Integration / Google Display & Video 360

Improvement

We made the following enhancements:

• We added a new extended text field to the Buying Campaign object to support names longer than 80 characters for DV360 campaigns.

• We enhanced the Buying Campaign search field by adding an in-field option to create a new Buying Campaign directly while creating a Buying Order for DV360.

• The DV360 integration now supports linking multiple Buying Orders to the same Buying Campaign, submitting multiple Buying Campaigns at once and we enhanced the handling of dates with Buying Campaigns

• We enabled the Pacing UI component for DV360 Buying Orders, adapting it to display pacing and unit values aligned with DV360's platform requirements.

Integration / Google Display & Video 360

New Feature

We developed enhancements to the DV360 integration in ADvendio, allowing users to create and submit Buying Campaigns directly from the UI, link them to Buying Orders, and manage Advertiser consistency between the two objects.

Integration / Pinterest

Changes and Optimizations

We've updated the Buying Delivery Data feature to match Pinterest's native 90-day data retrieval window for buying items, ensuring seamless and accurate data synchronization.

Integration / Xandr

Improvements

We've introduced several updates to enhance targeting flexibility, error handling, creative support, and reporting stability within our Xandr integration:

🎯 Targeting & Campaign Configuration

• Improved Handling of Duplicate Placements
  Submitting to Xandr now works seamlessly even if duplicate placements have been selected in ADvendio, ensuring clean submission and error-free processing.

• Postal Code List Support
  You can now define Postal Code Lists as part of Geo Targeting criteria, enabling more precise geographic targeting in your campaigns.

• Multiple AdTypes Per Campaign Item (Monetize)
  On Xandr Monetize, it’s now possible to assign multiple AdTypes to a single Campaign Item, allowing you to associate various creatives/media with a single Line Item setup.

  • You can still switch between Product Type and Multi-Product Type in the AdType component, with improved error handling to prevent submission issues.

📈 Budget & Scheduling Enhancements

• Daily Impression Budgets for Augmented Line Items
  Augmented Line Items now support setting a daily impression budget, enabling more granular pacing control.

• Start Date Auto-Adjustment for New Items
  When pushing a new campaign item with a past start date, the system now:

  • Automatically adjust the start date to the current time.

  • Displays a notification to the user, explaining the change.

📦 Creative & Delivery Reporting

• Native Creative Upload Fixes
  Resolved an issue where data fields were missing when uploading Native Creatives to Xandr.

• Buyer Seat ID Retrieval via Delivery Report
  We now retrieve Buyer Seat IDs via delivery reports, enabling easier DSP targeting on PG Deals.

  ⚠️ Note: This only works for Buyer Seats that have already been used in completed or active PG Deals.
  New Buyer Seats must still be added manually in ADvendio.

• Delivery Report Stability Improvements
  We’ve optimized the Delivery Report configuration to reduce timeouts and ensure more complete and reliable data imports.

Integration / Adswizz

Changes and Optimizations

We fixed the following issues in our Adswizz integration:

• Improved our import of ISP, DMA Region and MSA Region criteria for our Adswizz Integration, as not all imports were creating the same number of connection ids in ADvendio.

• fixed issues with ISP targeting not being properly included when pushing from ADvendio to Adswizz.

• Fixed problems with the Region Geo Targeting

Integration / Adswizz

Improvement

• We are now supporting to set custom First Party Targeting for your Adswizz bookings on Campaign Item or Ad Spec, by using our new Custom Key Value field for this.

• For our Adswizz Integration, we push Ads together with your Campaigns, which you can further adjust to set them live directly in Adswizz. This saves time in the initial setup of your Adswizz campaigns via the ADvendio Integration, while still giving you flexibility of the platform. Learn more about this logic and the fields we set per default in our integration: [Mapping] Creation of Ads in Adswizz by ADvendio

Gateway Microservice Architecture

Improvement

Architecture Improvements for our Snapchat Integration, Broadsign Integrationton, Google Campaign Manager 360 Integration, AmazonDSP Integration, increase stability and performance.

Components

 Issue Type

 Description

Optimizer

Improvement

We enhanced our Optimizing Version Activation feature to make sure delivered quantity is updated automatically in pre-invoices generated for new Campaign Item versions.

Pre-Invoice generation

Changes and Optimizations

We fixed an issue where after the refinement of the code in the version 2.173 Total Pre-Invoices created incorrectly due to very old accounting date logic.

Taxes (GST, HST, VAT)

New Features

With version 2.175, we’ve extended our VAT handling capabilities by introducing support for VAT Types 3 and 4, offering greater flexibility for region-specific tax needs.

What’s new:

• Added support for VAT Types 3 & 4 across all finance-related features.

• New fields, updated formula fields, and adjusted roll-up logic for Campaign Items and Invoice Items.

• Updated matching logic between Media Campaigns and Invoices.

• AdSpecs can now use VAT Types 1–4, aligned with Custom Settings.

• PDFs and self-service flows updated to reflect the new VAT types.

• Calculations and exemptions for Types 3 and 4 follow the same logic as Types 1 and 2.

📘 More on VAT Handling in ADvendio

Invoicing / Billing run

Improvement

With the release of Invoice Wizard (Lightning) – Aura and Invoice Wizard (New), checkbox fields were converted to picklists value field with a default value of blank. With this version Checkbox Values introduced as Picklist in Finance Feature Settings(Invoice Wizard (Lightning and New), and PreInvoice Wizard Lightning).

Changes and Optimizations

We fixed an issues in the New Invoice Wizard where:

• Media Campaign filter was not enabling the filter function.

• The default value of the email notification checkbox was set to true by default

• Dispatch type field which was not fully visible at the bottom of the table and would not show dispatch type when language is not English

Media Buying - Invoicing enhancements

ADvendio’s Flexible Pricing feature enhances invoicing flexibility by enabling actual monthly media cost and delivered quantity to dictate invoice amounts. This is a major upgrade for agencies and publishers aiming to invoice clients based on real-time campaign performance which now also includes Quantity information.

1. New Flexible Pricing Checkbox on Campaign Items to activate the feature.

2. New field Monthly Price Average introduced on Revenue Schedules.

3. Monthly Price Average is calculated as:
   Actual Media Spend / Delivered Quantity

4. Capping Logic: Invoice amounts are always capped at
   Sales Price x Quantity of the campaign item — avoiding overcharging.

📌 Billing Categories Supported

✅ Supported: CPM, CPC, vCPM, CPCV

❌ Not Supported: Fixed Price, Budget and others

1. Only Monthly payment intervals are supported.

2. Unlimited Invoicing and Linear Distribution are not allowed when Flexible Pricing is enabled.

Discounts, Surcharges & PDFs

• Supports Absolute Discounts and Surcharges, capped at Sales Price x Quantity.

• Sales Price Surcharges are not supported when using Flexible Pricing.

• Invoice PDFs reflect the Monthly Average Price instead of static sales prices.

Validations & Restrictions

• Validation rules enforce supported billing categories and payment intervals.

• Sales Price Surcharges and Linear Distribution are disabled if Flexible Pricing is checked.

🔍 Use Cases Enabled

• Actual pricing per impression or click dynamically updated from monthly delivery reports.

• Enables reliable and transparent billing by reflecting performance fluctuations.

❌ Accounting Records do not support Flexible Pricing

More details here

New Optimization PDF / Landscape PDF

New Feature

ADvendio introduces a fully revamped Optimization PDF to improve configurability, document consistency, and PDF generation logic for optimized media campaigns. Optimization PDFs are automatically generated and attached when you activate an Optimizer Version — ensuring traceability and saving time

🧷 New Preference Object & UI

• New Optimization PDF Preference object allows full control over PDF settings.

• Based on Landscape layout only – Portrait not supported (with clear error messaging).

• Admins can configure:

  • Which components appear (cover letter, footers, headers, campaign period, etc.)

  • Design elements like fonts, logos and hex colors

📤 Automatic Generation & Preview Behavior

• PDF generated and auto-attached when activating an Optimizer Version, unless admin disables it via checkbox.

• Enhanced preview logic:

  • If PDFs are disabled or already attached, the UI adjusts to reflect that

🔍 Error Handling & Feedback

• Improved validation if Portrait layout is selected:

  • “Optimization PDF preference does not support Portraits”

• Save button now deactivated during loading or errors.

• Clearer messaging for unsupported formats.

👁️ Hide Non-Optimized Campaign Items (Optional)

• New checkbox in the PDF Preference:

  • When enabled, non-optimized campaign items are hidden from the PDF.

  • Financial values remain in the total table for accuracy.

  • Great for cleaner documents with only actionable items.

More details on how to manage the Optimization PDF preference can be found here

More details on Optimization PDF generation can be found here

Delta invoicing - Flexible Payment Plan creation

New Feature

We’ve streamlined how Flexible Payment Plans (FPPs) adapt to campaign item changes — making your invoicing process smoother and more accurate.

✅ Automatic Adjustments

Flexible Payment Plans now are automatically recalculated when a Campaign Item's amount is changed. Whether you’re using percentage-based or absolute FPPs:

• Open FPPs are adjusted to reflect the updated amount.

• If no open FPP exists, a new one is created automatically with the correct remaining value.

🧮 Smart Distribution

Remaining percentages or amounts are split proportionally across open FPPs, keeping invoices aligned and accurate without manual edits.

🗓️ Avoiding Errors with Duplicate Dates

The system now detects conflicts when a new FPP shares the same date with an existing one and automatically shifts to the next available date — ensuring pre-invoice generation works seamlessly.

🔁 Pre-Invoice Generation on Optimization

The Optimizer Activation now directly triggers pre-invoice generation for Campaign Items with FPPs, eliminating manual steps. We’ve also removed outdated warning messages from the interface for a cleaner user experience.

Improvement

We enhanced the delta invoicing by following:

• Map legal entity to pre-invoice with delta

• We enhanced the Invoice type changes to take into account outstanding amount

Version

Issue Type

Components

Description

2.175.3

Changes and optimizations

Advertised Brand / Product, Media Configuration

We fixed an issue where Selected Brands/Products were not available in the Media Configuration anymore.  

New Feature

API, Invoice / Invoice item cancelation

Invoice Item Cancellation Now Available via Flow

To improve automation and integration with custom workflows, Invoice Item Cancellation can now be triggered directly through Salesforce Flow — no more manual clicks required.

What’s New:

• Automation-Ready: Customers can now cancel Invoice Items using Flow, making it easier to automate billing adjustments.

• Consistent Behavior: All existing validations and business rules used in the UI are now fully enforced within the flow-based cancelation.

• Flexible Integration: This update allows seamless integration into your invoicing processes without relying on the manual UI.

This enhancement aligns Invoice Item Cancelation with the capabilities already available for Invoice Cancelation — offering more control and efficiency for your billing workflows.

Changes and optimizations

Campaign Builder

We fixed 2 issues for the Campaign Builder:

• we fixed an issue for specific custom matching criteria that made the save process fail

• we fixed an rendering issue when using static fields

Improvement

Invoicing / Billing run

During the Invoice run, an error message could be thrown if there is a problem with one of the Invoices in the batch. Therefore we improved the error handling email when we send an email to the user informing of the stage and success of the batch job.

Changes and optimizations

Campaign Builder

We fixed an issue for the Campaign Builder where when trying to save a campaign item with a specific flexible targeting set an error was displayed.

Changes and optimizations

Inventory Setup assistant, Package Manager

We fixed a few issues found on the Package Manager.