Consolidation Grouping Method

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. When you consolidate billing documents using the default grouping method, Billing Central groups the documents by 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.

Related Concepts

Consolidated Invoicing

Consolidating Billing Documents

Consolidating Consolidated Billing Documents

Consolidation Rule

Background Process

Related Tasks

Consolidating Billing Documents Using Consolidation Rules

Consolidating Manually Selected Billing Documents

Adding to an Existing Billing Document

Undoing Consolidations

Creating a Consolidation Grouping Method

Creating a Billing Document Filter for Consolidation

Creating a Consolidation Rule, Record Filter, and Grouping Method

Monitoring the Progress of a Background Process

Reference

Consolidation Grouping Method Fields

Consolidation Rule Fields

Background Process Fields

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