More about the home page.
- Click
to open the List View drop-down menu, then select the list view you want. Using Classic - Use
to manage your list views. Using Classic - From the list, click a record's name to go to its detail.
- To edit a value, hover over the field until
appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using Classic
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.
Depending on how your org is set up, a default consolidation rule named Account might be available. This consolidation rule first retrieves draft billing documents. Billing documents with the same account, company, currency, and document type are then grouped together and consolidated into a single draft billing document.
If you use the engagement functionality, a consolidation rule named Engagement might be available in your org. This consolidation rule also retrieves draft billing documents. Billing documents with the same engagement Represents a single customer engagement that can include diverse revenue streams. It links together related products for a customer within a given time frame, such as professional services, subscriptions, and goods., account, company, currency, and document type are then grouped together and consolidated into a single draft billing document. For more information about engagements, see