Here is a description of the fields on the Consolidation Rule object.
Key: * – Mandatory field
| 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. |
| Button | Description |
|---|---|
| Run Consolidation | Displays a preview of running the consolidation process using this rule and enables you to run the consolidation. |
Related Concepts
Consolidating Billing Documents
Consolidating Consolidated Billing Documents
Related Tasks
Consolidating Billing Documents Using Consolidation Rules
Consolidating Manually Selected Billing Documents
Adding to an Existing Billing Document
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