About rolling up line items

When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget as well as to the account with which you associated it. Remember that you can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.

There are two types of rollups.

Scheduled rollups occur on a scheduled basis.

Immediate rollups occur when you change the status of an invoice to Paid.

Depending on the line item approval rules set by your IBM® Marketing Operations administrator, line items can require an approval process before the whole invoice can be marked Payable, a prerequisite to changing the status of the invoice to Paid and rolling up line items. For more information, see Invoice Line Item Approvals.

Invoice Line Item Approvals

Rollups to the source program or project

Rollups to the source account