Invoice Line Item Approvals

Depending on rule criteria your administrator establishes in invoice templates, line items can be automatically approved or sent through the HCL® Marketing Operations approval process. For example, your administrator might define rules based on the line item's cost per unit, total quantity, or total cost. If your administrator has written rules in your organization's invoice templates, then all invoice line items must be approved, either automatically using rules or by the assigned approvers, before the invoice is marked as Payable. After the invoice is moved from Payable to Paid, the invoice rolls up to assigned accounts and the parent program or project's budget. However, if your invoice templates do not contain line item approval rules, the functionality works as it did before HCL Marketing Operations 8.5.0 and the invoice can be marked as Payable without going through an approval process in Marketing Operations.

Approval status for line items can be seen on the invoice summary page.

• = In Progress
• = On Hold
• = Canceled
• = Completed