Reschedule Bookings

1 Introduction
2 Display on the Dispo Book object
- 2.1 Rebooking of time period based bookings
- 2.2 Rebooking of fixed publication date bookings
3 Rescheduling blocked positions
4 Configuration
- 4.1 Filter settings for fixed publication date bookings
- 4.2 Filter settings for time period bookings
5 Related

For product update from version 20.200 to note: Please add the picklist value "rescheduled" to the f42_dispo__Order_Processing__c field on the dispo book object before installation.

Introduction

The processing of bookings has many facets - it begins with the order and ends with the successful publication. Even after an opportunity has been completed, it may happen that a customer wants to postpone a booking, i.e. an dispo book entry, to a later issue.

Moving bookings is solely about selecting a different issue to an already booked placement. The number, volume and pricing are retained from the original quote.

Display on the Dispo Book object

MediaVelox offers you two custom components for your dispo book record page, through which you can conveniently make the transfers analogous to the original booking process: one for time-based and one for period-based bookings.

Rebooking of time period based bookings

The component for moving bookings is similar to the quote process in appero quote: for digital placements, rebooking consists of selecting an alternative time period that you specify on the timeline itself or via the calendar function.

When initially loading the component, the original booking is displayed, the displayed availability refers to the Availability / f42_dispo__countAvailable__c field or the Transaction Limit / f42_dispo__TransactionLimit__c field, if one is maintained, as in the quote process.

If you use the checkbox Not overbookable / f42_dispo__PreventOverbooking__c, this limit will also be taken into account and shifting will be prevented if necessary.

After selecting a new period, the "Reschedule" button turns blue and you can confirm your selection. In the following a modal opens and summarizes the made changes again:

From the confirmation window you can get the following information

Display	Function

Display	Function
	Link to the newly created dispo books. If the transfer extends over a period of several issues, a new dispo book is created for each issue with the proportional volume.
	Display of the associated issue(s)
	Display of the associated ad position placement(s) against which the rebooking will be counted.
	Specification of the ad position concerned
	From this date the booking starts.
	On this date the booking ends.
	Link to the associated opportunity
	Display of the total volume

When the rebooking is confirmed, the processing status is set to "rescheduled" and the original booking is archived:

The newly created entry takes over the processing status of the first entry and all relevant basic data. Via the field "Original dispo book"/ f42_dispo__OriginalDispobook__c the first created entry is referred to.

Rebooking of fixed publication date bookings

Rescheduling fixed publication date bookings is also similar to the quote process in appero quote. In the component, the output of the original booking is omitted, you can select all outputs in which the ad position to be moved has an availability > 1.

Since fixed publication date dispo book entries always refer to a single availability, no further quantity entry is necessary at this point. By selecting the new issue and clicking on "Reschedule", the rebooking is generated and the view jumps to the new dispo book entry:

Rescheduling blocked positions

Rescheduling existing positions also takes into account the existing blocking rules: Blocked positions belonging to the original position are archived, and new blocked positions are created for the newly created dispo book entry according to existing rules.

Configuration

In the Lightning application generator in your dispo book record page you will find two custom components:

Name of the components	Function

Name of the components	Function
Reschedule Time Period	Component for Rescheduling Time Period Bookings
Reschedule Fixed Publication Date Bookings	Component for Rescheduling Fixed Publication Date Bookings

Now drag both of them to the desired location in your page layout and set the visibility via filter criteria.

Filter settings for fixed publication date bookings

After you have dragged the component into your page layout, you will find the option to set the component visibility via filters on the right side of the screen:

Display	Content	Function

Display	Content	Function
	Filter on record field "Confirmed”	Only for confirmed bookings the component is displayed.
	Filter on record field "Archived Formula”	Only for non-archived bookings the component is displayed.
	Filter on the record type "Fixed Publication Date”	Only for fixed publication date bookings the component is displayed.

Filter settings for time period bookings

Three filter criteria are also recommended for time period-based bookings:

Display	Content	Function

Display	Content	Function
	Filter on record field "Confirmed”	Only for confirmed bookings the component is displayed.
	Filter on record field "Archived Formula”	Only for non-archived bookings the component is displayed.
	Filter on the record type "Time Period”	Only for time period bookings the component is displayed.

Using the filter criteria, you can set it to always display the right component on a single Lightning page.

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