Rollup Settings

See also: Invoices, Create Invoice, Case Billing

 A Rollup Setting is the summarization of information from one or more billable line items on an invoice into a single line item.  Each line item is a summary of the detail from other line items.   For example, you can rollup line items on an invoice by class such as 'Expense Log'.

Steps:

  1. First, the system looks for Rollup Settings defined for the Customer Site.

You can find it in:

    1.  Case> General tab> Overview> Site/ Contact. Customer Site opens.

    2. In the Customer Site> Billing Information> Rollup Settings

  1. If the Rollup Settings are not defined for the Customer Site, then the billing system checks in Office.

You can find it in:

    1. Customer Site> General tab> Support Information> Support Office. Support Office opens.

    2. In the Support Office> Billing Information> Rollup Settings

  1. If the Rollup Settings are not defined for Office, then the billing system checks in District.

You can find it in:

    1. Support Office> Hierarchy tab> Parent Site. District opens.

    2. In the District> Billing Information> Rollup Settings

  1. If the Rollup Settings are not defined for District, then the billing system checks in Region.

You can find it in:

    1. District> Hierarchy tab> Parent Site. Region opens.

    2. In the Region> Billing Information> Rollup Settings

  1. If the Rollup Settings are not defined for Region, then the billing system checks in Business Unit.

You can find it in:

    1. Region> Hierarchy tab> Parent Site. Business Unit opens.

    2. In the Business Unit> Billing Information> Rollup Settings