Review

The Review Module replaces the old Viewer. It covers the filtering on all types of invoices.

All attributes in the Review Module represent filters on created invoices.

  1. Filter on invoice Type - It is defaulted to All Invoice types. It is only possible to filter on one specific invoice type when all is not selected. Means this is not a multi select field.
  2. Order Year - Default is the current year. this filter applies on orders that can be selected in 17
  3. Due Date from - This filter only applies for Invoice types "CCT Invoice Deal prepayment", "CCT Invoice Campaign" and "CCT Invoice Placement". it filters based on the invoice due dates on placement level. Default: First of Jan of the current year.
  4. Due Date until - This filter only applies for Invoice types "CCT Invoice Deal prepayment", "CCT Invoice Campaign" and "CCT Invoice Placement". it filters based on the invoice due dates on placement level. In combination with the filter above it can filter for a due date period. Default: 31st of December of the current year.
  5. Date From - This filter applies for all other invoice types. Base of this filter is the delivery period on a Invoice Detail "Date from". Default: 1st for the current month.
  6. Date until - This filter applies for all other invoice types. Base of this filter is the delivery period on a Invoice Detail "Date to". Default: Last day for the current month.
  7. Invoice Date - Filter on Invoice Date. This is the date that is also Printed on an invoice.
  8. Invoice due date - This is the option to filter for a single  invoice Due Date. 3 and 4 are for a range of due dates.
  9. Posting Date from - This is a filter on the posting date used on a Invoice Detail. With 10 you can filter on a posting date range.
  10. Posting Date to -   This is a filter on the posting date used on a Invoice Detail. With 9 you can filter on a posting date range.
  11. Invoice number from - This is a filter on invoice numbers. With 12 you can search for a range of invoice numbers. To search for a single invoice you´d also need to enter the same number in 12.
  12. Invoice number to - This is a filter on invoice numbers. With 11 you can search for a range of invoice numbers.
  13. Salesbranch - Filter on salesbraches/saleshouses that are assigned to the order, campaigns or placements. So based on this invoices are filtered on where the salesbranch is used.
  14. Media combination - Filter on used Mediacombination from Suborder.
  15. Agencies - Filter on Agencies that have an order or a Deal
  16. Advertisers - Filter on Advertisers that have an order or Deal
  17. Orders - Filter on orders. Here also the filter 2 is applied in the selection of which orders can selected.
  18. Sub orders - Filter on suborder from the selected orders in 17. If no order are selected this filter will show no values.
  19. Channels - Filter on Channels that are assigned on "CCT Invoice Item" Records.
  20. Revenue Channels - Filter on "Revenue Channels" (origin Placement) that that are assigned on CCT Invoice Detail
  21. Deals - Filter is dependent on a selected saleshouse. This filter only applies for Invoice types "CCT Invoice Deal prepayment", "CCT Invoice Campaign" and "CCT Invoice Placement".
  22. Campaigns - Filter is dependent on a selected saleshouse/salesbranch. Shows campaigns assigned to the salesbranch. Multiselect is possible.
  23. Placements - Filter is dependent on a selected campaign. Shows placements assigned to the selected Campaigns. Multiselect is possible.
  24. Order Types - Filter on order type.
  25. Collective Invoices - Filter on collective invoice record.
  26. Transaction type - Filters on transaction type (Geschäftsart). Shows the transaction type along with its identifier code (e.g., "Barter (BTR)").
  27. Export Status - Filter on export status. Represents the status/error state of export to a 3rd party finance system, e.g. SAP.
  28. Delivery Type - Filter on delivery method for sending invoices, e.g. email delivery, postal delivery.
  29. Product - Filter on product. Shows products associated with selected advertiser(s).
  30. Invoice recipient- Filter on Invoice recipients that have an order or Deal

Following filters are available after selecting one of the Invoice types related to Deal Invoicing; All Deals Invoice at Once (ID 10), CCT Invoice Placement (ID 300), CCT Invoice Campaign (ID 301), CCT Invoice Deal Prepayment Detail (ID 302):

  • Due date from - Type Date; only mandatory if neither Invoice date nor Invoice number range is set. The 3 fields are not mutually exclusive and can be used together to limit the data.
  • Due date until - Type Date; only mandatory if neither Invoice date nor Invoice number range is set. The 3 fields are not mutually exclusive and can be used together to limit the data.
  • Invoice date - Type Date; will filter only for invoices that were generated on the entered date. Only mandatory if neither Due date range nor Invoice number range is set. The 3 fields are not mutually exclusive and can be used together to limit the data.
    Note: here we look at the invoice date of the Invoice Detail.
  • Invoice number from - Type Number; only mandatory if neither Due date range nor Invoice date is set. The 3 fields are not mutually exclusive and can be used together to limit the data.
  • Invoice number to - Type Number; only mandatory if neither Due date range nor Invoice date is set. The 3 fields are not mutually exclusive and can be used together to limit the data.
  • Sales branch - Type Filter; on Sales branches that are assigned to deals and campaigns. Visibility of filter dependent on ground setup.
  • Sales areas - Type Filter; on Sales areas that are assigned to deals and campaigns. Visibility of filter dependent on ground setup.
  • Agencies - Type Filter; on Agencies that are assigned to deals.
  • Advertisers - Type Filter; on Advertisers that are assigned to deals.
  • Channels - Type Filter; on channels.
  • Revenue channels - Type Filter; on revenue channels.
  • Deals - Type Filter; on Deals.
  • Campaigns - Type Filter; on Campaigns.

Checkbox and action buttons in the Review screen

There is an 'Only invoiced' (31) checkbox. This is relevant for Invoicing types related to Deal Invoicing, where we process both records for which an Invoice detail gets created during an Invoicing run and records for which no Invoice detail gets created during an Invoicing run (zero value placements and In-House billing records via the unchecked isAccountable checkbox in the Order type, and Revenue Only billing records via the checked noInvoiceCreation checkbox in the campaign_status). With the checkbox, you can thus steer that the Review returns all processed records or only the records for which an Invoice detail got created during the Invoicing run.

Following action buttons can be used in the Review screen:

  • 32. Zip - Downloads a zip folder that contains the original invoices.
  • 33. Delivery - Generates delivery notes (Lieferschein) grouped by invoice recipient.
  • 34. Copy - Creates a copy of an invoice document.
  • 35. Review - A click on Review returns the invoicing and cancellation data based on the applied filters.

The dropdown (36) can be used to determine the table structure of the results area. The three options 'Header', 'Header Detail', and 'Simple' align with those in the Invoicing and Cancellation screens.