Cancelations

New fields for cancelation:

The following new fields have been created for cancelations functionality

Field Details:

Object: Campaign_Item__c
Field API Name: Status__c
Field Label: Status
Field Type: Picklist
Picklist Values (No additional values should be added manually by users):
- “Blank”
- "Canceled"
Permissions: ADvendio Super User will have permission set with both "Read" and "Write" access.

Campaign Item Cancelations

Campaign items cancelation during the Optimizing Version Activation (Delta) now includes adjustments to references, status updates, and alignment with delta pre-invoice generation rules

Adjustments to Cancelation Processing

Cancelation pre-invoice items now reference the original campaign item instead of the cancellation campaign item.
The Status__c of the canceled campaign item is updated to "Canceled". Once Status__c field has been set to "Canceled” this cannot be changed or altered manually through UI or through API.
The CreationType__c of cancellation pre-invoice items is also set to "Cancellation".

Following updates apply universally to Invoice Cancellations, Invoice Item Cancellations, and Campaign Item Cancellations:

Cancellation pre-invoice items must adhere to the same rules as general pre-invoice generation.
For closed accounting periods, cancelation pre-invoice items are assigned to the next open accounting period. If no pre-invoice exists, one is created.
For open accounting periods, cancelation pre-invoice items are assigned to a matching pre-invoice. If none exists, a new pre-invoice is created.
Pre-invoice items for periods with a later closed accounting period behave as the period is closed.
The rules are same as of Delta Preinvoice Generation

Invoice Cancelation

When an invoice is canceled, the system creates a negative clone called a cancelation invoice. The original invoice status is updated to Canceled.

Previously, the status of related invoice items was left empty. Now, these items will also have their status updated to Canceled, ensuring consistency for customers who require this information at the invoice item level.

The pre-invoice generation process will not update or delete cancelation pre-invoice items, except when reassignment is required due to a change in the invoice date of their current pre-invoice. In such cases, if the updated invoice date matches an existing pre-invoice, the system will merge the two pre-invoices.

This rule does not impact cancelation pre-invoice items from Standard Cancellation, Merged Period Cancellation, or Merge-All Cancellation, which address delta-disabled campaign item cancelations. It also does not affect cancelation pre-invoice items from Invoice or Invoice Item Cancelations, as they must remain in their respective dedicated cancellation invoices.