When you add an invoice line item, you link it to a program or project through the Source Project or Program field. Once the invoice is paid, Unica Marketing Operations figures the invoice line item amount into the program or project budget. Depending on whether the invoice line item is a negative or positive number, Unica 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 Project1, the Actual Total field on the Project1 Budget tab increases by $75 once 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 Project1, the Actual Total field on the Project1 Budget tab decreases by $75 once the invoice is paid. If the Actual Total previously showed $200 (the total from all Paid invoices containing line items linked to Project1), the Actual Total column, once the credit is rolls up to Project1, show $125, signifying the funds used so far for Project1.
