Creating Consolidation Rules

Consolidation rules determine which sales invoices are selected for consolidation and how they are consolidated.

We have provided a standard consolidation rule that includes the default grouping methods and invoice filter criteria. You can amend this rule, if required, or you can create your own. If you create new rules, the default grouping methods and the invoice filter criteria are included automatically.

To create a consolidation rule:

  1. On the Consolidation Rules tab, click New.
  2. Enter the name of the consolidation rule.
  3. [Optional] Enter the description.
  4. Click Save.
  5. On the Related tab, in the Invoice Grouping sections, click New.
  6. Add a grouping method, if required. Invoices are grouped by Account, Company and Document Currency by default. You can select additional fields to group by. Specify the invoice field that you want to use. For more information see Invoice Grouping Method Fields.
  7. Click Save.
  8. In the Invoice Filter Criteria section, click New.
  9. Add filter criteria. Invoices are automatically filtered by status so that only "In Progress invoices are selected for consolidation. You can specify the additional fields and the values that you want to use. If you want to filter on more than one value for the same field, you must add the field multiple times and specify the separate values that you want to use. If you want to filter on a date value you must enter it in the format MM/DD/YYYY. For, more information, see Invoice Filter Criteria Fields.
  10. Click Save.