Consolidation Rule Fields

Here is a description of the fields on the Consolidation Rule object.

Key: * – Mandatory field

Consolidation Rule Fields
Field Name   Description
Consolidation Grouping Method   Lookup to the associated consolidation grouping method used for grouping billing documents for consolidation.
Consolidation Rule * Name of the consolidation rule.
Description   Description of the consolidation rule.
Record Filter   Lookup to the associated record filter used for retrieving billing documents for consolidation. This must be a filter that retrieves draft billing documents.

Buttons

Consolidation Rule Buttons
Button Description
Run Consolidation Displays a preview of running the consolidation process using this rule and enables you to run the consolidation.