Rollups to the source program or project
When you add an invoice line item, you link it to a program or project through the Source Project or Program field. After the invoice is paid, IBM® Marketing Operations includes the invoice line item amount in the program or project budget. Depending on whether the invoice line item is a negative or positive number, IBM® Marketing Operations adds or subtracts the amount on the Actual Total field on the source project or program Budget tab.
For example, if an invoice contains a line item of $75 that you associate with Project 1, the Actual Total field on the Project 1 Budget tab increases by $75 after the invoice is paid, signifying the amount of funds used in the budget.
If an invoice contains a line item of -$75 (indicating a credit) associated with Project 1, the Actual Total field on the Project 1 Budget tab decreases by $75 after the invoice is paid. If the Actual Total previously showed $200 (the total from all Paid invoices containing line items linked to Project 1), the Actual Total column, once the credit is rolls up to Project 1, shows $125, signifying the funds used so far for Project 1.
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Depending on how your administrator configures your invoice templates, marking the invoice Payable can trigger an approval process.
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