Consolidation Rule

Clicking the Consolidation Rules tab displays the Consolidation Rule home page where you can view a list of consolidation rules matching specific criteria, and perform actions such as creating consolidation rules and running consolidation. .
  • 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 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 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, and document type are then grouped together and consolidated into a single draft billing document. For more information about engagements, see Engagements.