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Anne Krieg

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The central field in the Ad Position Placement option is the formula field Availability- f42_dispo__countAvailable__c

API Field Name

Fomula

Formula Content

f42_dispo__countAvailable__c

if( f42_dispo__Publication__r.f42_dispo__isDigital__c = TRUE,
(f42_dispo__physicalLimit__c - ( f42_dispo__blockedSumReserved__c + f42_dispo__blockedSumBooked__c + f42_dispo__DispoBookSumVolumeConfirmed__c + f42_dispo__DispoBookSumVolumeReserved__c )),
(f42_dispo__physicalLimit__c - ( f42_dispo__blockedCount__c + f42_dispo__blockedCountBooked__c + f42_dispo__confirmedCountRollup__c + f42_dispo__reservedCountRollup__c )))

Physical limit of an availability:

  • Minus blocked positions in reserved/posted status

  • Minus Booking entries with the status reserved/posted

Note

The posted / reserved / blocked bookings are entered using rollup summaries for the Ad Position Placement object.

  • For digital publications, availability is recorded via the reserved/booked/blocked volume within a Booking / Blocked position entry.

  • For normal print publications, only the number of Booking / Blocked position entry.

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  • Reservations in MVX are made in the quotation process via the Product Property for the availability check /wiki/spaces/OFB/pages/1708327327.

  • The value of Product Property, in this case the Booking information, is written as a JSON String in the Specification Export field (SF42_QuoLI_Specification_Export__c) on the Position Object (sf42_quotefx__SF42_GenLineItem__c).
    → Here the IDs contain the corresponding availability, number of reservations, corresponding blocked positions.

  • When synchronizing the quote line items to the opportunity (creating opportunity products), the JSON string is written 1:1 to the opportunity line item in field sf42_quotefx__SF42_QuoLI_Specification_Export__c

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  • The central trigger for MVX

  • Responds to OpportunityLineItem creation from appero quote and creates new Booking entries for MediaVelox using the JSON specification sf42_quotefx__SF42_QuoLI_Specification_Export__c

  • If there are already Booking entries in the opportunity, these are not updated, but deleted and rewritten.

  • Creates new Blocked Position entries if the Booking triggers such a rule.

Dispobook.trigger

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Temporal validity of Dispobook entries

If a Booking entry (f42_dispo__DispoBook__c) is no longer valid, the data record is set to "archived" using a checkbox. Archived bookings are no longer counted towards availability.

Also here a formula field is in the center:

API Field Name

Formula

Formula Content

f42_dispo__Calculated_Archive__c

if(
OR(TEXT(f42_dispo__Order_Processing__c) = 'canceled' || TEXT(f42_dispo__Order_Processing__c) = 'rescheduled',
AND(
OR(
IF(RecordType.DeveloperName = '

Fixed Publication Date

FixedPublicationDate', f42_dispo__Issue__r.f42_dispo__ClosingDate__c < TODAY(),f42_dispo__Issue__r.f42_dispo__PublicationDateUntil__c < TODAY() ),
f42_dispo__Quote__r.sf42_quotefx__SF42_QuoValidThruDate__c < TODAY()
),
f42_dispo__Opportunity__r.IsClosed != true
)
),
true,false)

A Booking is set to archived if:

  • Booking canceled (status of the Booking entry)

  • Booking rescheduled (status of the Booking entry)

  • The publication period is in the past:

    • For Print: f42_dispo__Issue__r.f42_dispo__ClosingDate__c

    • For Digital: f42_dispo__Issue__r.f42_dispo__PublicationDateUntil__c

  • Offer validity expired

    • The opportunity is lost

    • Quote Valid Date is in the past and Opportunity is still open

    Archived bookings are no longer counted against availability. However, since rollup summaries cannot be applied to calculation fields, the value of the field f42_dispo__Calculated_Archive__c is written with the help of a simple checkbox using a trigger:

    ...

    • Writes the value of the field f42_dispo__Calculated_Archive__c into the checkbox field
      f42_dispo__archivesarchive__c.

    • Updates associated Blocked Position entries.

    • Updates the document dispatch belonging to a Booking (no voucher copy is created for cancelled Booking), for f42_dispo__MVX_ProofOfDeliveryRule__c, Record Type Based on Dispo Books.

    ...

    Blocked Positions f42_dispo__DispoBlockedItems__c are also marked as archived using a calculation field:

    API Field Name

    Formula

    Formula Content

    f42_dispo__Calculated_Archive__c


    at the Blocked Position

    f42_dispo__DispoBookEntry__r.f42_dispo__Calculated_Archive__c


    The field f42_dispo__Calculated_Archive__c in the Blocked Position uses a formula to transfer the value from the triggering Booking entry.

    The DispoBlockedItems.trigger writes the value of the calculation field into the checkbox field f42_dispo__archive__c at the Blocked Position.

    ...

    • Writes new Booking and deletes existing ones when the opportunity is won and the booking status changes to confirmed.Deletes Booking if the opportunity is lost

    • The same proceed also for the corresponding Blocked Position

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