Creating a Consolidation Rule, Record Filter, and Grouping Method

If you are using Salesforce in Lightning Experience, you can create a consolidation rule with a related billing document filter and a consolidation grouping method from a single page.

If you are using Salesforce Classic, you first need to create a record filter and a consolidation grouping method. Then you can link them to a consolidation rule.

To create a consolidation rule, record filter, and grouping method in Lightning:

  1. Open the Consolidation Rules tab.
  2. Click New. The New Consolidation Rule dialog displays.
  3. Enter a name and a description for the consolidation rule.
  4. Leave the Record Filter and Consolidation Grouping Method fields empty.
  5. Click Save. The consolidation rule is now created.
  6. On the Billing Document Filter tab, click Search record filters and select New Record Filter.
  7. Enter a name for the record filter.
  8. Under Object API Name, enter fferpcore__BillingDocument__c.
  9. Click Save. The record filter is added to the consolidation rule.
  10. Define the record filter criteria. As a minimum, the filter must retrieve draft billing documents. To do this:
    1. In the Record Filter Criteria for Parent Record Filter section, click New. The New Record Filter Criteria dialog displays.
    2. For the Field API Name field, enter fferpcore__DocumentStatus__c. If you're not sure how to find the API name of a field, see How to Find a Field's API Name.
    3. For the Value field, enter Draft. This ensures that only draft billing documents are retrieved by the filter.
    4. Click Save. The filter criteria is now added to the filter.
    5. Repeat steps a-d with different fields and values to create additional filter criteria.
  11. On the Grouping Method tab, click Search consolidation grouping methods and select New Consolidation Grouping Method.
  12. Enter a name and a description for the grouping method.
  13. Click Save. The grouping method is added to the consolidation rule.
  14. Define the consolidation grouping fields. You must add any custom required fields. You do not need to include the Account, Company, Currency, Document Status, and Document Type fields because they are used automatically. To do this:
    1. In the Consolidation Grouping Fields for Parent Consolidation Grouping Method section, click New. The New Consolidation Grouping Field dialog displays.
    2. Enter a name for the grouping field.
    3. Enter the API name of the billing document field you want to use for consolidation, for example, fferpcore__ShippingAccountName__c. The field must exist on the Billing Document object. If you're not sure how to find the API name, see How to Find a Field's API Name.
    4. Repeat steps a-c with different values to create additional grouping fields.

With the consolidation rule fully set up, you can now run a consolidation process. For more information, see Consolidating Billing Documents Using Consolidation Rules.

How to Find a Field's API Name

  1. Open Setup.
  2. Click Object Manager.
  3. Click Billing Document.
  4. Click Fields & Relationships. The billing document fields display. The Field Name column displays the API name of each field.