Click the Consolidation Rules tab to display the Consolidation Rule home page. You can view a list of consolidation rules matching specific criteria, and create consolidation rules and run consolidation.
More about the home page
- To view a specific list of records, click
and select the relevant list view. Using Classic - To manage your list view, click
. Using Classic - To view a record's details, click its name in the list.
- You can edit some values directly from the list view. To edit a value, hover over the field until
is displayed, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using Classic
Consolidation Rules Overview
Consolidation rules enable you to define how you want to consolidate sales invoices in your org.
A consolidation rule includes:
- A grouping method that defines how the sales invoices are grouped together for consolidation. By default, invoices are grouped by Account, Company and Document Currency. You can specify additional invoice fields that you want to use for grouping.
- A filter to retrieve sales invoices that match a specific set of criteria. By default, invoices are filtered by Status, and only "In Progress" invoices are retrieved for consolidation. You can specify additional fields, and their values, that you want to use for filtering.
The Standard Consolidation Rule, created when you enable the feature, includes all the default methods. You can add grouping methods and filters to this rule or create new rules. If you create new rules, the default grouping methods and the invoice filter criteria are included automatically.
When you have created a rule you can use this rule to consolidate your sales invoices. The consolidation process retrieves the available invoices using your filter criteria and then groups them using the specified grouping methods. Each group of sales invoices is then combined to create a consolidated invoice. Consolidated invoices can contain a maximum of 1000 lines, so each group of sales invoices can result in more than one consolidated invoice.