Consolidation Grouping Method

Clicking the Consolidation Grouping Methods tab displays the Consolidation Grouping Method home page where you can view a list of consolidation grouping methods matching specific criteria, and perform actions such as creating and deleting consolidation grouping methods. .
  • Click to open the List View drop-down menu, then select the list view you want. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • Use to manage your list views. Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • 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 Closed Double-click the field, edit its value, then click Save.

What is a Consolidation Grouping Method?

A consolidation grouping method contains a list of billing document fields used to group documents together and consolidate them in a single billing document.

Depending on how your org is set up, a default grouping method named Account might be available. When you consolidate billing documents using the Account grouping method, Billing Central groups together documents with the same account, company, currency, status, and type. You can extend this further by creating custom consolidation grouping methods.

Multiple consolidation methods might be useful if you want to consolidate some billing documents by one set of criteria, for example, Shipping Account, and other documents by another set, for example, Contract and Date Issued.

If you use the engagement functionality, a consolidation grouping method named Engagement might also be available in your org. When you consolidate billing documents using the Engagement grouping method, Billing Central groups together documents with the same engagementClosed 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, status, and type. For more information about engagements, see Engagements.