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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
In HCL® Marketing Operations, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. 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.
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.

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 included rules in your organization's invoice templates, all invoice line items must be approved, either automatically by using rules or by the assigned approvers. After the invoice is approved, it can be 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 invoice can be marked as Payable without going through an approval process.

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

= In Progress
= On Hold
= Canceled
= Completed