Availability check
Introduction
The availability check is the heart of the MediaVelox quotation process. One key object for the availability check is the Ad position (placement), which is assigned to both ad position placement (availability) and product. On the other hand, another key object is the Product Property, which displays the placement options in a clearly arranged form. The Product Property is linked to the Publication through the Product Group to which it is assigned.
In the quotation process itself, the product property has two functions: it displays the available advertising spaces in real-time and gives the possibility to book them.
Setup
Product Groups
Requirement:
In order to activate the availability check in appero quote, Product Groups must be assigned to Publications. The amount of product groups you will need is left to individual choice. The distinction between print and digital publications should be a taken into consideration when deciding the amount of product groups you will use. Under no circumstances may both types of publication be included in the same product group. Each publication having its own separated product groups makes the quotation structure clearer.
Product property Structure
To query availability in the quotation process, a product property without calculation (type table) is created for each publication or its associated product group.
These product properties use object queries to query the current availability of existing issues when the user adds the product to the quote.
The object query for print publications (time-based booking) is structured as follows:
Syntax | Example | Explanation |
|---|---|---|
<Salesforce Object API Name>| | f42_dispo__AdPosCatalog__c| | If the Salesforce object "AdPosCatalog__c" is used in the query, appero quote automatically recognizes that the issue number for reservation per issue should be displayed in the product property dialog. All mentioned fields are required to display and use the issue description and the publication date (Issue__r) as well as the availability figures (bookingLimit__c, reservedCountRollup__c, confirmedCountRollup__c, blockedCount__c). Spaces in custom labels can be stored by using " ". |
Note on the switch to appero quote Lightning:
Product properties in MediaVelox in which the label adIssueName = Issue comes as a result when writing an object query should be edited. As the label adIssueName is no longer supported, it should be replaced/updated, for example, for f42_dispo__Issue__r or f42_dispo__IssueName__c = Issue.
Structure of object query for digital products
The availability check in the quotation process
In order for the availability check to be effective in appero quote, the product' historical data must have the necessary characteristics. The previously explained relationships must be stored for the following objects to ensure a smooth connection:
On the product:
Ad Format (Lookup auf f42_dispo__AdFormat__c)
Ad Position (Lookup auf f42_dispo__AdPosition__c)
Is mandatory, so that the availability check only displays availabilities for the corresponding placement of the relevant issues or time-periods.
On the position:
Publication (Lookup auf f42_dispo__Publication__c)
Ad positions assigned to Products always require to be assigned to a Publication. On the one hand, this is necessary so that the availability check can use the “is digital” checkbox on the publication to determine whether the availability is to be applied to a specific point in time (date-based issue) or to a time period (time-period-based issue). On the other hand, the publication group to which a publication can be assigned can be accessed as required.