The new delta invoicing allows Advendio ONE users to optimize and adjust their campaign items without reversing all previously invoiced invoices and invoice items. During optimization, Delta invoicing only issues the delta of the changes and does not impact the invoicing if the optimization is not related to financial change.
How to enable the Delta invoicing?
Delta invoicing can be enabled in the Administration setting
Once Delta invoicing is enabled it should never be disabled again. This will call the new Delta Preinvoice generation which can not be reversed.
Pre-requisites to enable delta invoicing
The prerequisite for Delta invoicing is the usage of a Legal entity and valid accounting periods. The organization where delta invoicing is enabled must have at least one active legal entity and the period created. The warning occurs if there is no legal entity and period.
Once the user presses the Yes button, the system checks if there is an accounting period (like for a billing run). If there is no accounting period it shows the error:
And will not save the changes.
Accounting periods
When an Accounting Periods Object Invoicing Closed field is marked as true a Validation runs to check if there are open pre-invoices assigned to this Accounting Period (Invoice__c.AccountingPeriod__c). If there’s no pre-invoice assigned, it saves the changes to the Accounting Period. And shows an error message if there are open pre-invoices and restricts it from closing.
When there are pre-invoices without the accounting period the preinvoice generation will assign an accounting period to all the preinvoices on the org. If the runtime of the campaign item is in the future and accounting periods are not yet created, the accounting period will stay empty and when it is created it will be assigned to the Preinvoice with the next preinvoice generation.