Agreement Item Calculation

Learn about how Maica calculates Agreement Item Totals from Invoices

Overview

This article explains how Maica uses a combination of Invoice.Status and the Invoice Line Item.Include field to determine which records contribute to the Agreement Item → Total Delivered calculation. This dual-condition logic ensures both flexibility and accuracy in how utilisation is tracked — supporting full invoice cancellation scenarios as well as granular exclusions of individual line items.

What Are Included Invoice Line Items?

Included items are Invoice Line Item records where Include = TRUE. These are treated as valid and are rolled up to the corresponding Agreement Item.Total Delivered value.

This mechanism allows for two types of exclusion use cases:

1. Full Invoice Cancellation: If an Invoice has its Status set to Cancelled, all related Invoice Line Items are excluded from Agreement Item totals. This is useful when an entire invoice is no longer valid and should be ignored in utilisation figures.

2. Line Item-Level Exclusion: If a specific Invoice Line Item is updated with Include = FALSE, that individual item is excluded from the rollup, even if the parent invoice remains valid. This allows organisations to correct or void individual charges without affecting the entire invoice.

How Maica Supports This Feature

• A checkbox field Include (default TRUE) exists on each Invoice Line Item.

• Maica’s rollup logic now checks both:

  • Invoice_Line_Item__c.Include = TRUE

  • Related Invoice.Status is not Cancelled

This ensures:

• Flexibility to cancel entire invoices

• Precision to exclude only specific line items as needed

This ensures accurate Agreement utilisation tracking and supports a range of real-world billing and reconciliation scenarios.