Creating a Consolidation Grouping Method

Consolidation grouping methods are used to group billing documents based on a set of billing document fields. If a method contains no grouping fields, it automatically groups billing documents with the same Account, Company, Currency, and Document Type values.

Note:

For the consolidation to work properly, you must add all custom mandatory fields defined for the Billing Document object to the grouping method.

To create a grouping method:

  1. Open the Consolidation Grouping Methods tab.
  2. Click New.
  3. Enter a name and a description for the grouping method.
  4. Click Save. The newly created grouping method's details display.
  5. In the Consolidation Grouping Fields section, click New.
  6. Enter a description for the field, for example, Shipping Account.
  7. Enter the API name of the billing document field you want to use for consolidation, for example, fferpcore__ShippingAccountName__c. The field must exist on the Billing Document object. If you're not sure how to find the API name, see How to Find a Field's API Name.
  8. Click Save.
  9. Repeat steps 5-8 to create additional fields. You must add any custom required fields. You do not need to include the Account, Company, Currency, Document Status, and Document Type fields because they are used automatically.

Once you've defined the consolidation grouping method and its fields, your users can consolidate billing documents using the grouping method.

How to Find a Field's API Name

  1. Open Setup.
  2. Click Object Manager.
  3. Click Billing Document.
  4. Click Fields & Relationships. The billing document fields display. The Field Name column displays the API name of each field.