Clicking the Consolidation Rules tab displays the Consolidation Rule home page. 
More about the home page.
More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any object name to go directly to its detail.
- Click New to create a new consolidation rule.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
|
Recent Choice |
Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created |
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
|
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
What is a Consolidation Rule?
Consolidation rules enable you to define how you want to consolidate billing documents in your org. A consolidation rule includes:
- A record filter to retrieve draft billing documents that match a specific set of criteria.
- A grouping method that defines how the billing documents are grouped together for consolidation.